SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

The Kraft Heinz Co. engages in the manufacture and market of food and beverage products. It operates through the North America and International geographical segments. The company was founded on July 2, 2015, and is headquartered in Pittsburgh, PA.

Kraft Heinz Co

Kraft Heinz is trending as the market reacts to a recent analyst downgrade and the upcoming leadership transition with a new CEO, alongside plans to split into two independent companies by 2026. The community is deeply divided, with many seeing KHC as a severely undervalued, recession-proof dividend play ripe for accumulation, while others express skepticism about its growth prospects amidst perceived market manipulation. This discussion comes as some investors consider rotating from high-flying tech into defensive consumer staples.

The ticket is $Testicle. EVERY SINGLE ONE OF YOU CAME FROM A $Testicle. $Testicle always bounce.   We have a website on which you can create art or memes. We have a community. We have a raid group. We aim to provide the best testicular care on CT.   We might even have to call on our nefarious leader, Harry Bolz. Alright Chad, SACK TF. Or else you’re a Low T beta male.   If you have questions and or concerns please feel to reach out to a team member on how you can acquire or become a high testosterone male in a sea of betas. I mean how else does one live if not as a High T male?

Testicle

TESTICLE CRYPTO is drawing significant community attention within the volatile digital asset space, driven by highly speculative discussions around its future value. Enthusiasts are actively touting its potential, often referencing it alongside major cryptocurrencies as part of the broader conversation on rapidly emerging tokens.

USELESS

USELESS CRYPTO is trending as it gains traction from recent listings on major exchanges and expanded cross-chain capabilities via Chainlink CCIP. The community is actively discussing its potential for substantial market cap growth, fueled by perceived accumulation from large investors and embracing its self-aware "useless" branding as a unique value proposition.

SuperRare

SuperRare ($RARE) is seeing immense community activity, fueled by its recent strong price movements and technical indicators suggesting further upward momentum. The conversation centers on "whale" accumulation and a strong belief among participants that the NFT platform's token is significantly undervalued, with many anticipating substantial gains.

Binance Coin is the cryptocurrency of the Binance platform. It is a trading platform exclusively for cryptocurrencies. The name "Binance" is a combination of binary and finance.  Thus, the startup name shows that only cryptocurrencies can be traded against each other. It is not possible to trade crypto currencies against Fiat. The platform achieved an enormous success within a very short time and is focused on worldwide market with Malta headquarters. The cryptocurrency currently has a daily trading volume of 1.5 billion - 2 billion US dollars and is still increasing.  In total, there will only be 200 million BNBs. Binance uses the ERC20 token standard from Ethereum and has distributed it as follow: 50% sold on ICO, 40% to the team and 10% to Angel investors. The coin can be used to pay fees on Binance. These include trading fees, transaction fees, listing fees and others. Binance gives you a huge discount when fees are paid in BNB.   The schedule of BNB fees discount is as follow: In the first year, 50% discount on all fees, second year 25% discount, third year 12.5% discount, fourth year 6.75 % discount, and from the fifth year onwards there is no discount. This structure is used to incentivize users to buy BNB and do trades within Binance.  Binance announced in a buyback plan that it would buy back up to 100 million BNB in Q1 2018. The coins are then burned. This means that they are devaluated to increase the value of the remaining coins. This benefits investors. In the future, the cryptocurrency will remain an asset on the trading platform and will be used as gas.  Other tokens that are issued by exchanges include Bibox Token, OKB, Huobi Token, and more.

Binance

BNB is drawing significant attention after the pardon of Binance founder CZ, fueling community discussion about his potential influence on the US crypto landscape and the token's future. The Binance ecosystem demonstrates robust expansion with new services, institutional integrations like BlackRock's BUIDL fund, and continuous token burns, all contributing to an active trading environment where technical analysts anticipate further price movements.

REGENXBIO, Inc. is a clinical-stage biotechnology company, which engages in the development, commercialization, and licensing of recombinant adeno-associated virus gene therapy. Its product candidates include the NAV Technology Platform, which consists of exclusive rights to novel adeno-associated viral vectors, and therapeutic programs such as RGX-314, RGX-202, RGX-121, RGX-111, RGX-181, and RGX-381. The company was founded by Kenneth T. Mills and James M. Wilson on July 16, 2008 and is headquartered in Rockville, MD.

Regenxbio Inc

Regenxbio is trending due to significant advancements in its pipeline, highlighted by positive long-term data for its Duchenne Muscular Dystrophy gene therapy, RGX-202, and the recent FDA Priority Review acceptance for RGX-121 in Hunter Syndrome with an upcoming PDUFA target. Adding to the momentum, a new strategic partnership has provided substantial upfront funding and potential future milestones, bolstering its financial strength. The investing community is actively discussing RGX-121's strong approval prospects and RGX-202's differentiated safety profile as a potential best-in-class treatment, particularly within the evolving gene therapy landscape.

Nuvation Bio, Inc. is a biopharmaceutical company tackling some of the unmet needs in oncology by developing differentiated and novel therapeutic candidates. Its proprietary portfolio includes six novel and mechanistically distinct oncology therapeutic product candidates, each targeting some of the most difficult-to-treat types of cancer. The company was founded by David Hung on March 20, 2018 and is headquartered in New York, NY.

Nuvation Bio Inc - Ordinary Shares - Class A

Nuvation Bio is gaining significant attention following robust early sales for its FDA-approved lung cancer drug IBTROZI and a new global licensing agreement with Eisai, further solidifying its market position. The community is buzzing about the strong Phase 2 data for its promising glioma asset, safusidenib, and praising CEO David Hung's strategic leadership, anticipating substantial long-term growth and potential for a major buyout.

Global X Funds - Global X Dow 30 Covered Call ETF

Global X Dow 30 Covered Call ETF

The Dow Jones Industrial Average is trending as the market keenly anticipates the Federal Reserve's next moves on interest rates, especially amid widespread discussion regarding potential changes in Fed leadership and broader central bank independence. Mixed signals from recent labor market data are fueling a divided community sentiment, with some traders holding onto hopes for a year-end rally while others warn of an overbought market facing economic uncertainties.

Teladoc Health, Inc. engages in the provision of telehealthcare services using a technology platform via mobile devices, the Internet, video and phone. It operates through the following segments: Teladoc Health Integrated Care, BetterHelp, and Others. The Teladoc Health Integrated Care segment offers virtual medical services. The BetterHelp segment includes virtual mental health and other wellness services. The company was founded in June 2002 by George Byron Brooks, Michael Gorton, and Gary Wald and is headquartered in New York, NY.

Teladoc Health Inc

Teladoc Health is trending following its J.P. Morgan conference presentation outlining strategic pivots into AI, GLP-1 weight management, and expanding BetterHelp's insurance coverage, amidst the DEA's extended telehealth prescribing. Investor sentiment remains sharply divided; while many express frustration over persistent stock lows and management's performance, others view it as a deeply undervalued global leader in virtual care with strong cash flow and short squeeze potential, seeing a setup similar to past significant rebounds in highly shorted names.

Uranium Energy Corp. engages in the provision of uranium and titanium mining and related activities, including exploration, pre-extraction, extraction, and processing of uranium concentrates, and titanium minerals. It operates through the following geographical segments: Wyoming, Texas, Saskatchewan, and Others. The company was founded by Alan P. Lindsay and Amir Adnani on May 16, 2003 and is headquartered in Corpus Christi, TX.

Uranium Energy Corp

Uranium Energy Corp (UEC) is experiencing strong bullish momentum, fueled by rising uranium spot prices and significant government support for the nuclear energy sector. The community is actively discussing UEC's strategic production expansions and robust financial health, underscoring uranium's critical role in meeting increasing global power demands, particularly from emerging technologies like AI data centers.

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Nifty 50

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<ul class="summary-bullets"><li>FTC Chairman Andrew Ferguson said the review would be to address the trend of acqui-hires that are seen as a move to dodge antitrust reviews.</li><li>Ferguson said that the Biden administration's aggressive push for antitrust enforcement has prompted the companies to take this workaround.&nbsp;</li><li>The plans come amid a sleuth of recent partnerships that America’s largest tech companies have made with promising AI startups.</li></ul>The U.S. Federal Trade Commission (FTC) is reportedly seeking to scrutinize the practice of large technology companies that hire startup employees instead of acquiring the company.According to a Bloomberg <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-01-16/us-is-scrutinizing-big-tech-talent-acquisitions-ftc-chief-says">report</a>, FTC Chairman Andrew Ferguson said in an interview that it was a move to address the growing trend of these acqui-hires seen as a move to dodge antitrust reviews.“We are beginning to examine these acqui-hires to make sure they are not an attempt to get around” the agency’s merger review process, Ferguson said on Bloomberg Television on Friday.Ferguson said that the Biden administration's aggressive push for antitrust enforcement has prompted the companies to take this workaround.<h2 class="st-heading-2">The AI Startup Talent</h2>The plans come amid a sleuth of recent partnerships that America’s largest tech companies have made with promising AI startups.In December, Nvidia Corp. (NVDA) tapped AI chip startup Groq’s founder Jonathan Ross, in a non-exclusive chip technology licensing deal that also onboarded the founder as a Chief Software Architect at the company.Similarly, Alphabet Inc.’s (GOOG) Google purchased the license to AI coding startup Windsurf in 2025, hired its CEO and some employees without taking a stake in the firm.Meta Platforms (META) also took a 49% stake in startup Scale AI last year, with CEO Alexandr Wang taking a key position in the company’s superintelligence lab.<h2 class="st-heading-2">Market Reaction</h2>On the markets’ side, U.S. equities ended Friday’s session in red. At the time of writing, the <a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF </a>(SPY), which tracks the S&amp;P 500 index, closed 0.08% lower, while the tech-heavy Nasdaq-100 ended the day down by 0.07%. Retail sentiment around the S&amp;P 500 ETF on Stocktwits was in the ‘neutral’ territory.Meanwhile, the <a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) declined 0.12%, and the <a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) lost 0.18%. The&nbsp; <a href="https://stocktwits.com/symbol/SOXX">iShares Semiconductor ETF</a> (SOXX) ended the session 1.56% higher on Friday.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Federal Trade Commission entrance is seen on July 09, 2025 in Washington, DC. (Leigh Vogel/Getty Images for Ian Madrigal)

US FTC To Reportedly Closely Review Big Tech Talent Deals From Startups

According to a Bloomberg report, the U.S. Federal Trade Commission is looking to scrutinize the practice of large tech companies hiring startup employees instead of acquiring the company. 

Equity

<ul class="summary-bullets"><li>Mehrotra added that the company was looking at stronger-than-expected growth in memory and storage for PCs.&nbsp;</li><li>Micron disclosed on Thursday that its director, Teyin Liu, had purchased shares worth $7.8 million in the company.</li></ul>Micron Technology, Inc. (MU) shares rose over 6.6% on Friday, continuing its upward momentum after a recent insider purchase and an overall boost in the AI tech industry following blowout results from Taiwan Semiconductor Manufacturing Company.Micron’s chief executive officer (CEO) Sanjay Mehrotra further signalled confidence in AI demand for memory in an <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=tcz0NEbUWa8">interview</a> with CNBC TV, buoying confidence in the company.“Today, memory is not just a system component, it is actually a strategic asset because AI-driven systems need more memory,” he said.“They need higher-performance memory in order to really do all the real-time contextual processing that AI systems require,” he added, highlighting that memory growth is at the heart of everything AI drives.<h2 class="st-heading-2">Future Outlook</h2>Mehrotra told CNBC TV that Micron is spending $200 billion to increase production capacity in the U.S., including two fabs in Idaho and a large facility in Clay, New York, that broke ground on Friday. He emphasized that Micron was ‘working hard’ to produce more chips.Mehrotra also added that the company was looking at stronger-than-expected growth in memory and storage for PCs. “We see that tightness continuing into 2027, so we see durable industry fundamentals over the foreseeable future, driven by AI demand,” he said.Meanwhile, Micron <a href="https://stocktwits.com/news-articles/markets/equity/micron-stock-climbs-after-hours-on-insider-buy/cmUlXYOR4Jn">disclosed</a> on Thursday that its director, Teyin Liu, had purchased shares worth $7.8 million in the company over Tuesday and Wednesday.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/MU">MU stock</a> jumped to ‘neutral’ from ‘bearish’ territory over the past day amid ‘normal’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_17_at_2_03_32_AM_png_45ed697bb5.webp" alt="On Stocktwits, retail sentiment around MU stock jumped to ‘neutral’ from ‘bearish’ territory over the past day amid ‘normal’ message volumes." width="1287" height="160"></figure>One user praised the CEO's vision, adding that the company may be in the early cycles of growth.<stembedurl>https://stocktwits.com/Srinivas111/message/642053433</stembedurl>&nbsp;A bullish user commented how it was rare for an insider to buy at such high prices, indicating it was a positive sign.<stembedurl>https://stocktwits.com/moonstocks777/message/642026096</stembedurl>&nbsp;Another bullish user predicted the shares would rally to $450 in the next month. Shares of MU were trading around $359.7 at the time of writing.<stembedurl>https://stocktwits.com/MrChaos/message/642023067</stembedurl>&nbsp;MU stock has gained over 250% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

 The logo for Micron Technology is posted at their headquarters on June 25, 2025 in San Jose, California. 

MU Shares Continue Upward Climb Amid CEO Comments On AI Demand, Insider Buy

Micron’s CEO Sanjay Mehrotra signalled confidence in AI demand for memory in an interview with CNBC TV, highlighting that memory growth is at the heart of everything AI drives. 

Top-Ranked Semiconductor ETFs to Buy as Taiwan-US Agree on $500B Chip Deal

SMH and other semiconductor ETFs to gain as a $500B Taiwan-US chip deal fuels massive U.S. fab investment.

<ul class="summary-bullets"><li>Micron has received a string of price target hikes from analysts recently; although the majority rate it a ‘Buy,’ their consensus price target implies limited upside.</li><li>MU is one of the top-performing stocks on the market, with 18% gains already in the new year.</li><li>Stocktwits sentiment for the ticker remained ‘bearish.’</li></ul>Micron Technology, Inc. shares gained 1% in the aftermarket session on Thursday, driven by an insider purchase and bullish analyst actions, amid&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-nvidia-stock-rise-in-after-hours-trading/cmUlOszR4JN">gains across</a> the semiconductor sector, powered by&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tsmc-posts-blowout-q4-puts-spotlight-back-on-nvidia/cmU1XuCR47j">upbeat results</a> from Taiwan Semiconductor Manufacturing Co.The company disclosed in post-market hours that Teyin Liu, a director, purchased $7.8 million worth of company shares. Liu acquired 23.200 common shares in trades made over Tuesday and Wednesday.<h2 class="st-heading-2">PT Hikes</h2>Earlier in the day, Wells Fargo, Barclays, and Citigroup raised their price targets on MU stock, according to The Fly, prompting a 1% rise in the regular session.Wells Fargo raised its target to $410 from $335, Barclays raised its target to $450 from $275, and Citi raised its target to $385 from $330 – all of them kept a ‘Buy’ or equivalent rating.&nbsp;The revisions were largely driven by expectations that the AI boom will continue to fuel strong growth across the semiconductor sector in 2026, even as tight memory supplies give producers greater pricing power.&nbsp;After a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/san-disk-outperforms-western-digital-with-600-ytd-gain-climbed-to-top-of-s-and-p-500-winners-list/cLICWXGREFL">standout year</a> for the storage chips and devices sector, executives at Micron and Samsung&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/asia-pacific/memory-chipmakers-rise-global-supply-shortage-whets-investor-appetite-2026-01-05/">recently warned</a> of increasingly tight supply, driven in part by surging demand from AI data centers.&nbsp;Micron sells memory and storage semiconductors, including DRAM and NAND Flash Memory, to original equipment manufacturers, data center operators, and device makers.<h2 class="st-heading-2">Analyst, Retail View</h2>Currently, 36 of 42 analysts have a ‘Buy’ or higher rating for the company’s shares, four recommend ‘Hold,’ and two recommend ‘Sell’ or lower, according to Koyfin. Their average price target of $337.15 is less than $1 above the stock’s last close.&nbsp;On Stocktwits, retail sentiment for&nbsp;<a href="https://stocktwits.com/symbol/MU">MU</a> remained ‘bearish,’ unchanged from the previous day, partly due to concerns around further upside after the stock’s incredible gains recently. MU rose a whopping 240% last year, and is up 18% so far this year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-nvidia-stock-rise-in-after-hours-trading/cmUlOszR4JN">Why Did Nvidia Stock Rise In After-Hours Trading?</a>

Micron Stock Climbs After-Hours On Insider Buy: Retail Traders, Analysts See Limited Upside After Big Run 

A Micron director purchased nearly $8 million worth of company shares.

<ul class="summary-bullets"><li>Nvidia’s stock recorded its best day this year on Thursday, with 2.1% session gains extending into after-hours.</li><li>TSMC posted blowout Q4 results, which showed that AI chip demand remained robust.</li><li>NVDA is down about 10% from its October peak, even as the pullback is drawing retail investors back into the stock.</li></ul>Nvidia Corp.’s shares rose 2.1% on Thursday – its strongest showing so far this year – and extended the rally into the after-hours session, adding a further 0.4%.<h2 class="st-heading-2">TSMC Results Boost Chip Stocks</h2>Nvidia was among several semiconductor stocks that advanced on Thursday, driven by&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tsmc-posts-blowout-q4-puts-spotlight-back-on-nvidia/cmU1XuCR47j">blowout earnings</a> from Taiwan Semiconductor Manufacturing Co., which signaled that demand for AI chips – and more broadly for AI consumer applications and cloud services – remains robust.The world’s largest contract chipmaker, and a key Nvidia supplier, reported a 20.5% jump in quarterly revenue and a 35% surge in profit, handily beating Wall Street estimates on both counts. TSMC also forecast 40% revenue growth in the current quarter and raised its full-year capital spending outlook.The iShares Semiconductor ETF (SOXX), which tracks semiconductor stocks, gained 1.6% to another record high. Fresh bullish takes from&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-micron-asml-tipped-for-strength-but-qualcomm-amd-lack-catalysts/cmU1euhR47X">RBC Capital Markets</a> and&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/wells-fargo-rakers-says-semiconductor-industry-to-boom-to-1t-in-2026/cmU1UWPR4Ji">Wells Fargo</a> also lent momentum.&nbsp;<h2 class="st-heading-2">Retail’s View</h2>On Stocktwits, retail sentiment for <a href="https://stocktwits.com/symbol/NVDA">NVDA</a>&nbsp;climbed higher within the ‘bullish’ zone, with 24-hour message volume spiking 17%. Over the past two weeks, the sentiment reading has remained between ‘bullish’ and ‘extremely bullish’.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_16_at_7_40_30_AM_png_8cc1cd0e3f.webp" alt="Screenshot 2026-01-16 at 7.40.30 AM.png" width="601" height="88"><figcaption>NVDA sentiment and message volume as of January 15 | Source: Stocktwits</figcaption></figure>“$NVDA just the beginning to all-time highs in my opinion,” a user&nbsp;<a href="https://stocktwits.com/AqAQ/message/641944725">said</a>, capturing the broad signal from the retail investor community. Some expected the stock to soon recapture the $200 price level.A recent pullback in Nvidia shares – NVDA is down about 10% from its Oct. 31 peak – has reignited investor interest, particularly after TSMC’s latest report helped allay fears that demand for AI servers could plateau anytime soon.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Nvidia is displayed on a smartphone screen on November 24, 2025 in Chongqing, China.

Why Did Nvidia Stock Rise In After-Hours Trading? 

The AI chip heavyweight is riding high following blowout earnings from TSMC.

<ul class="summary-bullets"><li>In a CNBC TV interview, Rakers said that a movement from a heavy AI training investment cycle to inferencing has been benefitting the chip sector.</li><li>Rakers said that Taiwan Semiconductor Manufacturing Corporation’s robust quarterly results indicated a broad-based strength in the AI semiconductor industry.&nbsp;</li><li>He added that AMD was Wells Fargo’s top pick and it had an ‘Overweight’ rating on AVGO.</li></ul>Wells Fargo’s senior equity analyst Aaron Rakers predicts the semiconductor industry will grow to one trillion dollars in revenue in 2026, up 29% year-on-year. The analyst forecasted double-digit growth for 2027.“I think we’re still seeing that we’re moving from a heavy AI training investment cycle to inferencing starting to proliferate, and that’s carrying the chip sector,” <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=0YdiOtReOqI">said</a> Rakers, in an interview with CNBC TV.Rakers also reiterated the firm’s bullish stance on certain semiconductor heavyweights like Advanced Micro Devices (AMD), Nvidia Corp. (NVDA), and Broadcom Inc. (AVGO).<h2 class="st-heading-2">Top Picks</h2>Rakers said that Taiwan Semiconductor Manufacturing Corporation’s (TSM) robust quarterly results indicated a broad-based strength in the AI semiconductor industry. He added that AMD was the firm’s top pick while it held an ‘Overweight’ rating on AVGO.Rakers said that Broadcom had underperformed since its earnings report in December 2025. However, as per the analyst, the company trades at a low 20 multiple on its updated calendar 2027 EPS estimate.“We want to be involved in this name as they diversify their custom AI base of business as we move forward,” he said. “Obviously, a lot of that today is driven by Google’s TPU, but you’ve got opportunities with Anthropic, OpenAI, Meta, and others coming into the story as we move through 2026.”Talking of Nvidia, Rakers reiterated that the firm has been consistently overweight on the company. “I think they’re going to have a good print this next cycle. We came out of a meeting with the company last week at CES, and demand sounds very, very robust,” he said in the interview.“We think that they are playing a different ballgame. This notion of extreme co-design up and down the stack makes them a clear, differentiated platform provider, so we continue to like that name as well,” he added.Rakers ruled out China as a big risk for Nvidia. Speaking of President Trump’s new rule that would permit Nvidia to sell its H200 chips to China, he said the firm estimated it could add $25 billion to $30 billion of incremental revenue for the company over time.The analyst also named <a href="https://stocktwits.com/symbol/MU">Micron Technology Inc.</a> (MU) as one of the other noteworthy players in the industry, citing the intensity around memory.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/AMD">AMD stock</a> remained in the ‘extremely bullish’ territory over the past 24 hours amid ‘high’ message levels. Retail sentiment around <a href="https://stocktwits.com/symbol/NVDA">NVDA stock</a> remained in ‘bullish’ territory over the past 24 hours amid ‘normal’ message levels.Meanwhile, retail sentiment around <a href="https://stocktwits.com/symbol/AVGO">AVGO stock</a> slipped to ‘bearish’ from ‘neutral’ territory over the past day amid ‘low’ message volumes.Shares of AMD have gained over 90% in the past year. Meanwhile, shares of NVDA have climbed over 37% and AVGO shares have risen over 50% in the same time.The <a href="https://stocktwits.com/symbol/SOXX">iShares Semiconductor ETF</a> (SOXX), which tracks U.S.-listed semiconductor stocks have climbed over 51% in the last 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

A robotic machine manufactures a semiconductor chip at an investor summit

Wells Fargo’s Rakers Says Semiconductor Industry To Boom To $1T In Revenue In 2026: AMD, AVGO Stocks In Focus

Wells Fargo’s senior equity analyst Aaron Rakers also forecasted double-digit growth for the industry in 2027.

Wells Fargo’s Rakers Says Semiconductor Industry To Boom To $1T In Revenue In 2026 — AMD, AVGO Stocks In Focus

Wells Fargo’s senior equity analyst Aaron Rakers also forecasted double-digit growth for the industry in 2027. 

<ul class="summary-bullets"><li>Taiwan will provide credit guarantees of at least $250 billion for additional investment by its companies in the U.S.&nbsp;</li><li>Taiwanese companies that build new chip capacity in the U.S. will be permitted to import up to 2.5 times planned capacity without additional tariffs during the construction period.</li><li>Companies from the island that complete new chip production projects in the U.S. will be allowed to import 1.5 times their new U.S. production capacity without paying additional tariffs.</li></ul>The United States and Taiwan have reached a trade agreement that will reduce tariffs on goods imported from the island and boost investment in the U.S. semiconductor industry.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.commerce.gov/news/fact-sheets/2026/01/fact-sheet-restoring-american-semiconductor-manufacturing-leadership">statement</a> from the U.S. Department of Commerce, the tariff rate on Taiwanese goods will now be 15%, down from 20% before.Taiwanese semiconductor companies will also make direct investments of at least $250 billion to build and expand the semiconductor industry in the U.S., as per the statement.Taiwan will also provide credit guarantees totalling at least $250 billion for additional investment by Taiwanese companies in the U.S.As per the department, the “historic trade deal will drive a massive reshoring of America’s semiconductor sector” and “strengthen U.S. economic resilience, create high-paying jobs, and bolster national security.”<h2 class="st-heading-2">Additional Perks</h2>In addition, levies on Taiwanese auto parts, timber, lumber, and wood derivative products have also been capped at 15%, while reciprocal tariffs for generic pharmaceuticals, aircraft components, and unavailable natural resources have been removed, as per the fact sheet.The U.S. has also committed to rewarding Taiwanese semiconductor companies that invest in the country. Companies that build new chip capacity in the U.S. will be permitted to import up to 2.5 times planned capacity without additional tariffs during the construction period, with a lower tariff rate applicable for above-quota imports.Taiwanese companies that complete new chip production projects in the U.S. will be allowed to import 1.5 times their new U.S. production capacity without paying additional tariffs.The deal comes as a Supreme Court decision on the legality of President Trump’s global tariffs is expected.<h2 class="st-heading-2">Impact On TSMC</h2>While the fact sheet did not explicitly name Taiwan Semiconductor Manufacturing Corporation (TSM), the trade deal is likely to have an impact on Taiwan’s largest chip manufacturer.As per an earlier report from The New York Times on the deal, TSMC is likely to commit to building at least five more semiconductor facilities in the U.S. state of Arizona.Last year, TSMC expanded its U.S. investment to $165 billion, pledging to build three fresh fabrication plants, two new advanced packaging facilities, and a research and development team center.Earlier on Thursday, TSMC <a href="https://stocktwits.com/news-articles/markets/equity/tsmc-posts-blowout-q4-puts-spotlight-back-on-nvidia/cmU1XuCR47j">reported</a> fourth-quarter (Q4) earnings results, clocking in revenue of NT$1.046 trillion, a growth of 20.5% from a year ago, and a profit surge of 35%. The company also said that it would increase its 2026 capital expenditure by 37% to $56 billion.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/TSM">TSM stock</a> jumped to ‘extremely bullish’ from ‘bullish’ a day ago, while message volume increased to ‘extremely high’ from ‘high’ levels.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_16_at_2_04_38_AM_png_14ddcda672.webp" alt="retail sentiment around TSM stock jumped to ‘extremely bullish’ from ‘bullish’ a day ago while message volume increased to ‘extremely high’ from ‘high’ levels." width="1283" height="163"></figure>&nbsp;Shares of TSM rose over 5% on Thursday at the time of writing and have gained over 66% in the past year.Shares of the <a href="https://stocktwits.com/symbol/SOXX">iShares Semiconductor ETF</a> (SOXX), which tracks U.S.-listed semiconductor stocks, were up 2.5% at the time of writing and have gained over 52% in the past year.Meanwhile, U.S. equities were in green in Thursday’s mid-day trade. At the time of writing, the <a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, was up 0.25%, the <a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) gained 0.39%, and the <a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) rose 0.58%. Retail sentiment around the S&amp;P 500 ETF on Stocktwits was in the ‘bullish’ territory.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A robotic machine manufactures a semiconductor chip at a stall to show investors during The Advantage Assam 2.0 Investment Summit in Guwahati, India, on February 25, 2025. (Photo by David Talukdar/NurPhoto via Getty Images)

US, Taiwan Reach Deal To Cut Import Tariffs, Boost Chip Investment In America

According to a statement from the U.S. Department of Commerce, the tariff rate on Taiwanese goods will be 15% and Taiwan will invest at least $250 billion in America’s semiconductor industry. 

<ul class="summary-bullets"><li>BofA raised its price target on TSMC to $470 from $430 while maintaining a ‘Buy’ rating.</li><li>Needham revised its price target to $410 from $360 on the company while maintaining a ‘Buy’ rating on the stock.</li><li>Shares of other semiconductor companies, including Nvidia, Micron Technologies, and Advanced Micro Devices, also climbed higher on Thursday.</li></ul>Taiwan Semiconductor Manufacturing Co. (TSM) received a series of analyst price target updates after the semiconductor company posted blowout fourth-quarter (Q4) results that clocked a 35% surge in profit.Bank of America (BAC) raised its price target on the company to $470 from $430 while maintaining a ‘Buy’ rating, according to TheFly.Meanwhile, Needham also revised its price target on TSMC to $410 from $360 while maintaining a ‘Buy’ rating on the stock, according to Investing.com.TSMC also garnered significant retail interest, becoming among the top trending stocks on Stocktwits.Shares of TSM rose over 7% on Thursday at the time of writing.<h2 class="st-heading-2">Analyst Optimism</h2>BofA cited TSMC raising its artificial intelligence (AI) total addressable market forecast on the hyperscalers' AI commitment, lifting its sales growth guidance close to 30% year-over-year and 2024-2029 compound annual growth rate to about 25% from close to 20% prior guidance.In its <a href="https://stocktwits.com/news-articles/markets/equity/tsmc-posts-blowout-q4-puts-spotlight-back-on-nvidia/cmU1XuCR47j">earnings</a> update, TSMC said it will increase its 2026 capital expenditure by 37% to $56 billion, due to soaring demand for its manufacturing services. BofA expects a further leg up to $58 billion in 2027.Meanwhile, TSMC’s projected 2026 revenue growth nearing 30% is higher than the approximately 25% that Needham had previously modeled, while its capex also beat Needham’s prior estimate of $50 billion.<h2 class="st-heading-2">What Are Stocktwits Users Saying?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/TSM">TSM stock</a> jumped to ‘extremely bullish’ from ‘bullish’ a day ago while message volume increased to ‘extremely high’ from ‘high’ levels.One bullish user said the company’s earnings report has boosted the entire chip and semiconductor industry, adding that the AI bubble narrative is being shattered after the results.<stembedurl>https://stocktwits.com/investingvalue/message/641919771</stembedurl>&nbsp;Shares of American rival <a href="https://stocktwits.com/symbol/NVDA">Nvidia Corp.</a> (NVDA) rose 3% on Thursday, while <a href="https://stocktwits.com/symbol/MU">shares of Micron Technology</a> Inc. (MU) climbed over 2.7% at the time of writing. <a href="https://stocktwits.com/symbol/AMD">Advanced Micro Devices</a> Inc. (AMD) stock was up over 5.7%. The <a href="https://stocktwits.com/symbol/SOXX">iShares Semiconductor ETF</a> (SOXX), which tracks U.S.-listed semiconductor stocks, climbed 3.4% at the time of writing.Another user commented that earnings reset AI supply expectations, validating long-term capex visibility across the sector.<stembedurl>https://stocktwits.com/Beatriza/message/641888821</stembedurl>&nbsp;A third user said that no other semiconductor company could challenge TSMC, while providing a price expectation that would double in the next three years.<stembedurl>https://stocktwits.com/Tat2doc/message/641929986</stembedurl>&nbsp;Shares of TSM have gained over 68% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

The logo of TSMC at the chipmaker's booth during a semiconductor expo in Nanjing in east China's Jiangsu province Friday, June 20, 2025.

TSMC Draws Analyst Price Target Updates After Blowout Q4 Results — Retail Says AI Bubble Narrative Shattered

Bank of America and Needham raised price targets on Taiwan Semiconductor Manufacturing Co. after the company’s profit surged 35%.

<ul class="summary-bullets"><li>Lam Research reported strong earnings over the past few quarters, driven by AI-driven strength in its chief customer segment, chipmakers.</li><li>RBC initiated coverage on the company with an ‘Overperform’ and a 25% stock upside forecast.</li><li>Several analysts have raised their price targets on LRCX this month.</li></ul>Lam Research Corp.’s stock gained by over 5% in early premarket trading on Thursday, following a bullish rating by RBC Capital Markets and a string of price target hikes.RBC&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-micron-asml-tipped-for-strength-but-qualcomm-amd-lack-catalysts/cmU1euhR47X">initiated coverage</a> on the semiconductor sector and placed an ‘Outperform’ rating and $260 price target on LRCX. That’s 25% higher than the stock’s last closing price.&nbsp;That follows upward rating actions by at least nine brokerages, including Bernstein and Goldman Sachs, this month alone.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_15_at_3_02_57_PM_png_7e0560ce48.webp" alt="Screenshot 2026-01-15 at 3.02.57 PM.png" width="534" height="89"><figcaption>sentiment and message volume as of January 15 | Source: Stocktwits</figcaption></figure>Lam, which supplies wafer fabrication equipment and services that chipmakers use to produce semiconductors, has posted strong results in recent quarters, which highlighted robust demand, especially in advanced logic and memory segments (AI-related chips), and upbeat China sales.In October, the company announced a $10 billion share repurchase program and a 10-for-1 stock split, both of which reinforced investor optimism despite geopolitical headwinds, such as China's export controls.Currently, 23 of 35 analysts covering the stock recommend ‘Buy’ or higher, 11 recommend ‘Hold,’ and one recommends ‘Strong Sell,’ according to Koyfin. Their average price target of $208.79 implies a 13% upside to the stock’s last closing price.<a href="https://stocktwits.com/symbol/LRCX">LRCX stock</a> gained 22% over 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Lam Research Corporation (NASDAQ: LRCX) on July 28, 2025, in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)

Why Is Lam Research Stock Rising Premarket Today?

RBC Capital Markets placed a bullish rating on LRCX.

<ul class="summary-bullets"><li>RBC Capital Markets initiated coverage on the semiconductor sector.</li><li>It placed a ‘Sector Perform’ rating on most legacy chipmakers, including Intel and AMD, citing limited near-term catalysts.</li><li>Brokerage sees substantial upside in Arm, Marvell, and Astera Labs stocks.</li></ul>RBC Capital Markets initiated coverage of semiconductor stocks, issuing bullish recommendations for sector leader Nvidia, memory chipmaker Micron,&nbsp;as well as fab equipment makers ASML and Lam Research.The brokerage shared steep stock forecasts for Arm, Astera Labs, and Marvell. It, however, expects limited upside for legacy chipmakers like Intel, AMD, Broadcom, and Qualcomm.In a research note, RBC said its analysis shows continued momentum for Nvidia, despite concerns that Big Tech firms might slow the pace of their chip orders. It noted that the memory chip shortage could be a tailwind for Micron, but likely less so for SanDisk, whose shares have already surged roughly tenfold since it began trading independently in February last year.Here’s the full list of RBC’s latest predictions on key chip stocks:&nbsp;<figure class="table"><table class="ck-table-resized"><colgroup><col><col><col><col><col></colgroup><tbody><tr><td>Company</td><td>Rating</td><td>Price Target&nbsp;</td><td>Implied Upside</td><td>Notes</td></tr><tr><td>Nvidia</td><td>Outperform</td><td>$240</td><td>31.2%</td><td>Unrivalled dominance; Hyperscaler capex spending slowdown to be gradual, and current price reflects a potential slowdown</td></tr><tr><td>Intel&nbsp;</td><td>Sector Perform</td><td>$50</td><td>2.7%</td><td>Business performance has improved but higher memory prices and supply constraints could impact near term revenue and margin</td></tr><tr><td>AMD</td><td>Sector Perform</td><td>$230</td><td>2.9%</td><td>Price reflects OpenAI deal gains, and potential revenue acceleration; no catalysts on the horizon</td></tr><tr><td>Broadcom</td><td>Sector Perform</td><td>$370</td><td>8.9%</td><td>Gain potential from Anthropic and OpenAI deals is unclear</td></tr><tr><td>Micron</td><td>Outperform</td><td>$425</td><td>27.4%</td><td>Memory-chip supply (DRAM) to remain tight through 2027, which could drive strong profits and revenue gains</td></tr><tr><td>SanDisk</td><td>Sector Perform</td><td>$400</td><td>3.1%</td><td>Upside from NAND cycle and AI capabilities</td></tr><tr><td>Marvell</td><td>Outperform</td><td>$105</td><td>29.2%</td><td>Optimism around Amazon's Trainium chips, co-developed with Marvell</td></tr><tr><td>Astera Labs</td><td>Outperform</td><td>$225</td><td>30.7%</td><td>UALink opportunity, plus boost from Nvidia's H200 sales in China</td></tr><tr><td>Arm</td><td>Outperform</td><td>$140</td><td>33.3%</td><td>Upside from CSS adoption and data center segment growth</td></tr><tr><td>Lattice Semiconductor</td><td>Outperform</td><td>$105</td><td>23.1%</td><td>Upside from communications segment growth</td></tr><tr><td>Qualcomm</td><td>Sector Perform</td><td>$180</td><td>9.4%</td><td>No major catalysts in horizon</td></tr><tr><td>ASML</td><td>Outperform</td><td>$1,550</td><td>22.7%</td><td>Wafer Fab Equipment demand remains healthy</td></tr><tr><td>Skyworks</td><td>Sector Perform</td><td>$65</td><td>8.6%</td><td>Fundamentals stable, with potential upside from the Qorvo acquisition</td></tr><tr><td>Lam Research</td><td>Outperform</td><td>$260</td><td>24.5%</td><td>Wafer Fab Equipment demand remains healthy</td></tr><tr><td>Silicon Labs</td><td>Sector Perform</td><td>$160</td><td>7.4%</td><td>Progress in the WiFi segment could prompt a rating upgrade</td></tr><tr><td>KLA Corp</td><td>Sector Perform</td><td>$1,550</td><td>8.1%</td><td>Wafer Fab Equipment demand remains healthy</td></tr></tbody></table></figure>Source: The Fly&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intuit-stock-falls-off-a-cliff-amid-market-pressure-but-retail-sees-a-strong-buy/cmU1dLSR47B">Intuit Stock Falls Off A Cliff Amid Market Pressure, But Retail Sees A Strong Buy</a>

A smart phone is displaying the NVIDIA Corporation stock price on the NASDAQ market, with an NVIDIA chip visible in the background. (Photo by Jonathan Raa/NurPhoto via Getty Images)

Nvidia, Micron, ASML Tipped For Strength But Qualcomm, AMD Lack Catalysts: RBC Capital Markets

Brokerage says there is little threat to Nvidia’s dominance and the market has priced in the view that cloud firms would gradually reduce their chip purchases.

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