NEWS
Chip Stocks Surge Ahead Of CES 2025

Source: Tenor.com

The major U.S. indices traded sideways after a morning gap on reports that Trump tariffs may not be as extreme as feared. Instead, they’ll likely emphasize “critical imports,” causing Chinese stocks to post their third straight down day and European stocks to jump. Meanwhile, natural gas’s rise continued as a polar vortex slammed into Kansas, Arkansas, Kentucky, and Virginia, driving energy prices higher. 👀

Today’s issue covers Nvidia’s all-time highs ahead of CES, FuboTV’s finding a suitor in Disney, and other noteworthy pops and drops. 📰

Here’s the S&P 500 heatmap. 5 of 11 sectors closed green, with technology (+1.27%) leading and real estate (-1.41%) lagging.

Source: Finviz.com

And here are the closing prices: 

Most bullish/bearish symbols on Stocktwits at the close: 📈 $NARI, $SGMT, $FUBO, $RENB, $UBX 📉 $ALLY, $DIDIY, $TGT, $STZ, $SHFS*

*If you’re a business and want to access this data via our API, email us.

COMPANY NEWS
Nvidia Makes All-Time Highs Ahead Of CES 🤖 

Chip stocks have bounced back recently, with Nvidia leading the charge as it looks to pass Apple again as the largest stock in the market. 🏇 

Today’s big news item was Foxconn reporting record revenue of $63.9 billion during the fourth quarter of 2024. Its 15% YoY growth was better than anticipated, driven by cloud and networking product growth, a segment that includes AI servers. 📈 

Bullish performance and outlook from a key supplier to the semiconductor industry helped boost chip stock performance. Along with Nvidia, the world’s largest chipmaker, TSMC, hit a new record high.

Nvidia shares closed today at a new all-time high, with investors looking for further upside ahead of CEO Jensen Huang’s keynote speech at the 2025 Consumer Electronics Show (CES) tonight in Las Vegas. 👀 

Source: TradingView.com

Ahead of the event, 36% of Stocktwits users expect Blackwell GPUs for data centers to be the most impactful announcement, while 28% of voters expect “surprise announcements” to drive the stock’s performance. Overall Stocktwits sentiment remains ‘bullish’ as investors anxiously await critical updates. 🐂 

Source: Stocktwits.com

We’ll be live-streaming the event tonight at 9:30 pm ET on the Nvidia Stocktwits page, so make sure to join us to discuss the latest developments in real-time! 🚨 

STOCKS
Other Noteworthy Pops & Drops 📋️ 

Lucid Motors (+2%): The luxury EV maker reported record fourth-quarter (Q4) deliveries that outpaced Wall Street expectations, sparking optimism.

Applied Digital Corp. (+7%): Laura Laltrello is the new COO of the Dallas, Texas-based company that specializes in the construction and operation of data centers.

Natural Gas ETF (+11%): Winter storms hit the eastern part of the U.S., reportedly leading to a decline in output as some oil and gas wells and pipes began to freeze.

SolarEdge Technologies (+7%): The company announced its fourth round of layoffs in the past 12 months, cutting an additional 400 employees.

American Airlines (+3%): TD Cowen reportedly upgraded the stock while raising the price target by $8. Other analysts have also upgraded the stock recently.

United Airlines (+6%): The airline announced an accelerated timeline to bring SpaceX-owned Starlink services to its commercial flights. United Airlines expects to test Starlink next month, with the first commercial flight anticipated to take off this spring on a United Embraer E-175 aircraft.

Plug Power (+20%): The U.S. Department of the Treasury released the final rules on tax credits for clean hydrogen production under the Inflation Reduction Act (IRA). 55% of Stocktwits users polled see Plug as the hydrogen stock with the most upside.

Sagiment Biosciences (+40%): The clinical-stage biopharma company developing novel therapeutics targeting metabolic and fibrotic diseases announced that it will present at the 9th Annual MASH-TAG Conference in Park City, Utah, from Jan. 9 to 11.

Revance Therapeutics (+13%): Privately held Swiss medical aesthetics company Teoxane wants to acquire the anti-wrinkle injection maker for $3.60 per share in cash.

CBAK Energy Technology (+5%): The company announced that its subsidiary Nanjing CBAK New Energy Technology Co. has secured purchase orders for its Model 32140 cylindrical lithium-ion battery cells from India-based Ather Energy.

Arbe Robotics Ltd. (+55%): The Israel-based company will showcase its latest ultra-high-definition radar, which is designed to improve vehicle safety and autonomy, at CES 2025 in Las Vegas, Nevada.

MicroStrategy (+11%): The Bitcoin holding company outlined a plan to raise $2 billion through a perpetual preferred stock offering as part of Michael Saylor’s plans to raise $21 billion in equity and $21 billion in debt to purchase more Bitcoin.

Papa John’s (+1%): The pizza chain is planning to return to India after exiting the country nearly eight years ago, planning its first store launches in 2025.

Getty Images (+6%): The creative and editorial visual content solutions provider and its New York-based rival Shutterstock, Inc. rallied sharply in the final hour of Friday’s session amid rumors of a potential combination.

U.S. Steel (+8%): U.S. Steel and its would-be Japanese suitor, Nippon Steel, have gone to court to defend their $15 billion merger, which the Biden administration blocked due to national security concerns.

COMPANY NEWS
FuboTV Finds A Suitor In Disney 📺️ 

FuboTV has been “FUBAR” for most of its life as a public company, but a potential deal with Disney could put it back onto a better trajectory.

Disney announced that it will combine its Hulu+ Live TV service with Fubo, merging two Internet TV bundles into one company. Disney will become the majority owner of the publicly traded Fubo company, taking a 70% ownership stake and leaving existing Fubo shareholders with the remaining 30%. 🤝 

Fubo’s differentiator has been its focus on providing sports and news content. It is one of the last to offer a variety of regional sports networks. Part of that has been the result of high distributor fees, which have caused it to drop entertainment-focused channels like AMC Networks or Warner Bros. Discovery’s TV channels. Leverage from this deal should help it expand overall coverage. 🏈 

Disney, Warner Bros. Discovery, and Fox’s joint venture sports streaming service, Venu, was temporarily blocked because Fubo argued it was anti-competitive. It won a settlement that allowed Venu to move forward with its launch, for a cost…

Ultimately, Disney needs to figure out what to do with its various sports streaming assets now that it has ESPN+, Venu, and Fubo. How the content at both of these companies is ultimately packaged and sold will likely remain fluid, but for Disney, this helps remove a major roadblock in a key market. 🔓️ 

Fubo shares soared 253% on the day, with Stocktwits sentiment surging into ‘extremely bullish’ territory on the news. Of the 5,500+ Stocktwits users voting in our poll, nearly half are looking for shares to soar above $8 by the end of the week.

Source: Stocktwits.com

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