<ul class="summary-bullets"><li>Lummis criticized the Biden administration’s approach to digital asset regulation and said the CLARITY Act would establish protections that future administrations could not easily reverse.</li><li>Senate lawmakers are advancing a narrower version of the CLARITY Act than the House, according to media mogul Paul Barron.</li><li>In early January, Wyoming Senator Lummis introduced and authorized a state-led stablecoin called Frontier Stable Token or FRNT.</li></ul>U.S. crypto regulation is back in focus as Senator Cynthia Lummis signals renewed momentum behind the CLARITY Act. Lummis said on Thursday that a new update to the much-awaited Act has renewed industry alignment, as lawmakers begin negotiating competing Senate and House visions for how U.S. digital asset markets should be governed.On&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/SenLummis/status/2014346816565756309?s=20">X</a>, the Wyoming Senator said builders, investors, and innovators across the digital asset ecosystem agree that the CLARITY Act would move the industry forward. Lummis noted that "broad industry agreement is rare, but we have it on the CLARITY Act.” She added that momentum has increased with a pro-crypto administration prepared to act, saying that “America’s leadership depends on it.”<figure class="image image_resized"><a class="st-link-external" href="https://x.com/SenLummis/status/2014346816565756309?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_23_at_2_31_41_AM_png_96fa1ba661.webp" alt="Screenshot 2026-01-23 at 2.31.41 AM.png" width="958" height="348"></a><figcaption>Senator Lummis on CLARITY Act. Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/SenLummis">SenLummis</a>/X</figcaption></figure>Lummis expressed her support in subsequent posts, framing the market structure bill as a rare point of alignment across the crypto sector and urging lawmakers to act before the legislative window narrows. Lummis held the Biden administration&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/SenLummis/status/2014513161441792040?s=20">accountable</a> for stifling America’s regulatory approach to digital assets, saying the CLARITY Act would establish protection that future administrations could not easily reverse.<figure class="image image_resized"><a class="st-link-external" href="https://x.com/SenLummis/status/2014513161441792040?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_23_at_2_29_46_AM_png_4feb0f3d6b.webp" alt="Screenshot 2026-01-23 at 2.29.46 AM.png" width="796" height="282"></a><figcaption>Senator Lummis blames the Biden administration for stifling digital assets growth. Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/SenLummis">SenLummis</a>/X</figcaption></figure>Previously, Lummis&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/SenLummis/status/2014090152319000765?s=20">said</a> the CLARITY Act brings together industry participants who want to move forward, adding that lawmakers now have both administrative support and legislative momentum to act.Senator Lummis was the first US Senator to introduce and authorize the issuance of a state-led stablecoin, the&nbsp;<a href="https://stocktwits.com/coins/frontier-stable-token">Frontier Stable Token (FRNT)</a>, in early January. The stablecoin, running on Solana (SOL), is backed by both cash and short-term Treasuries. Franklin Templeton and Fiduciary Trust are currently serving as custodians for FRNT. On Stocktwits, retail sentiment around FRNT is in ‘Extremely Bullish’ territory, accompanied by ‘high’ chatter levels over the past day.<h2 class="st-heading-2">Senate Signals Tighter Oversight Than House Version&nbsp;</h2>Lummis’s comments come as differences emerge between House and Senate approaches to the CLARITY Act.&nbsp;The House-passed version of the CLARITY Act placed primary oversight of digital commodity markets under the CFTC, while maintaining the Securities and Exchange Commission (SEC) authority over digital assets classified as securities. It also set registration and disclosure requirements for crypto trading platforms and token issuers.However, according to journalist and entrepreneur Paul Barron, the Senate has begun advancing its own version of the bill, positioning it as a counterweight to the House approach.On Wednesday, Barron&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/paulbarron/status/2013998801720086967?s=20">said</a> on X that while the House proposal would grant the Commodity Futures Trading Commission (CFTC) broad authority over crypto markets, the Senate’s approach would narrow the scope of assets subject to regulation and impose strict customer-protection requirements.&nbsp;He described the process as a “high-stakes negotiation” over how much discretion regulators should have and how tightly consumer safeguards should be defined.Barron said the Senate agrees with a general direction of establishing a crypto market structure, but wants more precise limits and regulatory power. He added that the negotiations over the final rules are now beginning as lawmakers work to reconcile the two versions.<h2 class="st-heading-2">CLARITY Act: Next Steps?</h2>The CLARITY Act is a proposed U.S. legislation intended to establish a federal framework for regulating digital assets. The bill seeks to clarify jurisdiction between the Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC) by defining digital commodities and setting rules for how they are issued and traded.&nbsp;<figure class="image image_resized"><a class="st-link-external" href="https://x.com/SECPaulSAtkins/status/2014470106219168160?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_23_at_2_32_48_AM_png_0428a7e01e.webp" alt="Screenshot 2026-01-23 at 2.32.48 AM.png" width="958" height="752"></a><figcaption>Chairman Paul Atkins on the CLARITY Act. Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/SECPaulSAtkins">SECPaulSAtkins</a>/X</figcaption></figure>The bill was expected to advance earlier this month, though no revised markup date has been announced yet. However, Chair Paul Atkins&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/SECPaulSAtkins/status/2014470106219168160?s=20">stated</a> that he would be joining CFTC Chairman Mike Selig next week for a joint agency event to discuss harmonization between the SEC and the CFTC.&nbsp;Negotiations between the two chambers are now expected to determine the pace and final shape of U.S. crypto regulation.<h2 class="st-heading-2">Why It Matters For Investors?</h2>The passage of the CLARITY Act would mark a turning point after years of confusion on crypto rules and regulations. Clearer regulation could make crypto markets more stable, reduce the risk of sudden lawsuits or bans, and encourage big financial firms to participate more openly. That said, the Senate’s tougher version of the bill could make it more expensive for smaller crypto companies to operate, which may favor larger, well-funded players while squeezing out weaker or riskier projects.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/ethereum-leads-liquidation-wave-as-dc-regulatory-fog-spooks-traders/cmybMwgR4XM">Ethereum Leads $197M Crypto Liquidation Wave As DC Regulatory Fog Spooks Traders</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

High-Stakes Crypto Bill Has Washington’s Attention – ‘Stablecoin Senator’ Lummis Says CLARITY Act Is Crucial To ‘America’s Leadership’

Senator framed the CLARITY Act as a rare point of agreement across the crypto ecosystem, urging lawmakers to act before the legislative window narrows.

Cryptocurrency

Senator framed the CLARITY Act as a rare point of agreement across the crypto ecosystem, urging lawmakers to act before the legislative window narrows. 

In this photo illustration, the Oracle logo is seen displayed on a smartphone screen and the TikTok logo in the background. 

Oracle Stock Eyes Another Day In The Green – Thanks To TikTok’s US Revival Deal

A U.S.-China compromise keeps TikTok alive in America, and hands Oracle a pivotal role in its future.

Equity

<ul class="summary-bullets"><li>Wall Street expects lower quarterly earnings even as revenue is projected to edge higher.</li><li>Investors are watching management commentary on ACA rebates, Medicare Advantage exposure, and margin trends.</li><li>Policy developments and progress on Optum integration remain key areas of attention ahead of guidance.</li></ul>UnitedHealth Group is set to report full-year 2025 results on Tuesday, as Wall Street seeks clarity on its 2026 outlook, the path to margin recovery, and the payoff from its sweeping business reset. The stock closed up nearly 2% on Thursday before slipping 0.3% in after-hours trading.<h2 class="st-heading-2">Wall Street Braces For An Earnings Dip</h2>According to Koyfin estimates, UnitedHealth is expected to post modest revenue growth alongside weaker profitability. Quarterly revenue is projected at $113.73 billion, compared with $113.16 billion in the prior quarter. Earnings before interest, taxes, depreciation, and amortization (EBITDA) are expected to fall to $4.41 billion from $5.41 billion previously, while earnings before interest and taxes (EBIT) are estimated at $3.29 billion versus $4.32 billion earlier.<img src="https://news.stocktwits-cdn.com/United_Health_Quarterly_Revenue_And_Profit_Since_2020_jpg_75ff8d81e5.webp" alt="UnitedHealth_Quarterly_Revenue_And_Profit_Since_2020.jpg">GAAP earnings per share are expected at $1.73, down from $2.59 in the prior quarter, while adjusted EPS is seen at $2.11 compared with $2.92 previously.Koyfin data shows UnitedHealth’s 12-month average price target at $393.85, implying an upside of 11% from its last close. Targets range from $280 to $444. The stock carries a ‘Buy’ consensus, with six ‘Strong Buy’, 14 ‘Buy’, six ‘Hold’, and two ‘Sell’ ratings.&nbsp;<h2 class="st-heading-2">ACA Rebate Decision In Focus</h2>Earlier this week, CEO Stephen Hemsley said&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/united-health-pledges-aca-profit-rebates-amid-subsidy-debate/cmUDy52R4fA">UnitedHealth will rebate profits</a> from its Affordable Care Act plans in 2026, as Congress debates extending enhanced premium tax credits.The House has already approved a three-year extension, though the bill awaits Senate consideration amid opposition from U.S. President Donald Trump. UnitedHealth has said its ACA exposure is limited, with the company previously describing margins in the segment as low single-digit. The company has raised ACA premiums by an average of 25% for 2026.Baird called the rebate plan a “potentially masterful move,” noting the ACA business is immaterial for UnitedHealth in 2026 and could pressure competitors more reliant on exchange profits.<h2 class="st-heading-2">Margin Recovery Strategy</h2>UnitedHealth outlined its&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/united-health-charts-3-year-turnaround-plan-to-rebuild-margins-and-restore-swagger/cLPdSw7REPP">three-year plan to return to profitability</a> during its November investor conference. CFO Wayne DeVeydt said the company will exit money-losing Medicare Advantage and ACA businesses, integrate Optum at the right pace, and use pricing discipline to turn its business around.The company expects to lose around 1 million MA members as part of its plans to exit lower-return products. UnitedHealth projected a 10% medical cost trend for 2026, up from 7.5%, and anticipates margins in Medicare Advantage will rise modestly with an estimated 50-basis-point increase followed by additional margin expansion into 2027.Asset sales are expected to be completed by mid-2026. The company also expects to lower leverage, restart share repurchases by H2 2026, and continue growing the dividend.<h2 class="st-heading-2">Regulatory Watch Intensifies</h2>UnitedHealth continues to face scrutiny related to Medicare Advantage risk-adjustment practices. Earlier this month, a Senate Judiciary Committee report cited concerns about diagnostic practices that led to higher federal payments, based on a review of internal company documents. The company said it disagrees with the report and maintained that it complies with Medicare requirements, The Wall Street Journal&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/health/healthcare/unitedhealth-medicare-senate-report-706664fd?gaa_at&amp;#61;eafs&amp;gaa_n&amp;#61;AWEtsqdL0AJFW2C30P5m_IGRkrt31cYxj0NvHoC7lwCxtSV-Ao6ZluBOdW59&amp;gaa_ts&amp;#61;6964f783&amp;gaa_sig&amp;#61;dr6Y52UYEKUv_QEs40Z4kpPIwDBhaUXxtGwFrbdap_qdm1ev8NjSuqkQg8Seef973FboC5Kh5MJiHuWJh8EuLQ%3D%3D">noted</a>.At the same time, analysts have pointed to potential policy relief. Cantor Fitzgerald said the Trump administration’s proposed “Great Healthcare Plan,” which focuses on lowering prescription drug prices, increasing price transparency, and reducing insurance premiums, could remove a key overhang for insurers. Wells Fargo said the lack of new onerous provisions in the proposal may be viewed positively by the sector.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for UnitedHealth was ‘bullish’ amid ‘high’ message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/unh_ss_png_2d8799e08c.webp" alt="unh ss.png" width="967" height="145"><figcaption>TSLA sentiment and message volume as of January 23 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/stannoxane/message/642643954">said</a>, “Tomorrow should be interesting… 3&nbsp;days of super green, may close in red with Health insurance CEOs grilled on high costs of care in back-to-back house hearings.”<stembedurl>https://stocktwits.com/stannoxane/message/642643954</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/smartmoney1/message/642639631">expects</a> the stock to move toward $380 next week ahead of earnings.<stembedurl>https://stocktwits.com/smartmoney1/message/642639631</stembedurl><a href="https://stocktwits.com/symbol/UNH">UnitedHealth’s stock</a> has declined 30% over the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the UnitedHealth Group logo is displayed on the screen of a smartphone. (Photo Illustration by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

Can UnitedHealth Steady Investor Nerves As Weak Profit Estimates Meet A Critical 2026 Outlook?

Markets are watching for clarity on guidance as UnitedHealth navigates earnings pressure and policy developments.

Can UnitedHealth’s 2026 Reset Offset Weak Profit Estimates This Earnings Season?

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<ul class="summary-bullets"><li>Ethereum fell toward $2,900, confirming a technical breakdown after losing support at $3,170–$3,200. The asset is now down more than 10.9% in the last seven days.</li><li>On-chain analysts said that Bitcoin's market-cap dominance cycle might be losing strength. They pointed out that the gap in value between Bitcoin and the rest of the crypto market has gotten smaller since it peaked in 2025.</li><li>Dogecoin was trading around $0.12, down 2.1% in the last 24 hours. Liquidations totaled over $1.64 million, with about 84.15% of that coming from long positions, as 21Shares’ DOGE ETF readies for its debut today.</li></ul>Ethereum (ETH) was at the forefront of crypto liquidations on early Friday, as the broader market sentiment remained downbeat on regulatory uncertainty and conflicting on-chain signals. Total liquidations across the market totaled approximately $197.4 million over the past 24 hours, according to CoinGlass&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.coinglass.com/liquidations">data.</a><a href="https://stocktwits.com/coins/ethereum">Ethereum</a>, the second-largest crypto by market cap, was trading at $2,955.58, down 2.2% over the last 24 hours. With total liquidations at $61 million, nearly $48.30 million in longs, and $11.38 million in shorts in the last 24 hours. On Stocktwits, retail sentiment around Ethereum remained in ‘bearish’ territory, accompanied by ‘normal’ chatter levels over the past day.&nbsp;Ethereum's drop near&nbsp;$2,900&nbsp;appears to be a breakdown with its new support band at $3,170–$3,200. Ethereum has been down over 10.9% in the last seven days. A trader named Pepe Is Friend, a crypto key opinion leader (KOL),&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/pepeisfriend/status/2013792957862945013?s=20">commented</a> on X, saying that sellers win as long as Ethereum stays below $3,200. In the absence of clear volume, he expects most bounces to be used as opportunities to sell, not trend turnarounds.&nbsp;<figure class="image"><a class="st-link-external" href="https://x.com/pepeisfriend/status/2013792957862945013?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_23_at_12_25_01_AM_png_721d7ad445.webp" alt="Screenshot 2026-01-23 at 12.25.01 AM.png" width="604" height="1238"></a><figcaption>Trader on Ethereum's price movement. | Source: <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/pepeisfriend">@pepeisfriend</a>/X</figcaption></figure>This comes amid macro and regulatory crosscurrents that are increasingly putting pressure on the crypto market. Late Thursday, Senator Cynthia Lummis&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/SenLummis/status/2014346816565756309?s=20">said that</a> the CLARITY Act needs to move forward to protect the digital asset industry. However, journalist Eleanor Terrett said that lawmakers still hadn't reached an agreement on crypto market structure legislation, meaning policy uncertainty will likely continue to impact trader sentiment.<h2 class="st-heading-2">Bitcoin On-Chain Signals Turn Cautious</h2>On-chain analysts have also flagged cautionary signals, saying the Bitcoin (BTC) market-cap-dominant cycle may be gradually eroding, given that the gap between Bitcoin and the rest of the market has narrowed from its 2025 peak. CryptoQuant CEO Ki Young Ju said “Bitcoin tourists are cutting losses”, implying that short-term investors are leaving their positions.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin</a> was trading at $89,895.14, up 1% in the last 24 hours. The total liquidations across Bitcoin positions were $41.74 million, with $34.3 million in longs and $7.38 million in short positions over the past day. On Stocktwits, retail sentiment around Bitcoin remained ‘bearish’, with chatter dropping from ‘high’ to ‘normal’ levels over the past day.&nbsp;<h2 class="st-heading-2">TRON Leads In Daily Gains Among Altcoins&nbsp;</h2>The altcoin markets also stayed relatively muted on early Friday.&nbsp;<a href="https://stocktwits.com/coins/solana">Solana (SOL)</a> traded near one $128, down 1.4% in the last 24 hours, with total liquidation standing at $6.51 million, as open interest fell by 0.63%. On Stocktwits, retail sentiment around Solana remained in ‘extremely bearish’ territory, while chatter dropped from ‘normal' to ‘low’ levels over the past day.<a href="https://stocktwits.com/coins/ripple">Ripple’s XRP (XRP)</a> traded around $1.91, down 1.8%, with roughly $2.49 million liquidated in the last 24 hours. On Stocktwits, retail sentiment around XRP remained in the ‘bearish’ territory, as chatter levels remained at ‘low’ over the past day.&nbsp;<a href="https://stocktwits.com/coins/dogecoin">Dogecoin (DOGE)</a> traded at $0.12, down 2.1% in the last 24 hours, with liquidation exceeding $1.64 million, 84.15% of which was on the long side. The 21Shares Dogecoin (DOGE) spot ETF will launch trading on Nasdaq today, as markets anticipate an uptick in Dogecoin’s price. However, the sentiment failed to reflect on Stocktwits, as the memecoin remained in ‘bearish’ territory, with chatter levels standing at ‘low’ over the past day.<a href="https://stocktwits.com/coins/binancecoin">Binance Coin (BNB</a>) was trading&nbsp;at about $889, down 0.3% over the past 24 hours, with comparatively lower liquidations of around $725,000, suggesting mild forced deleveraging during the session. On Stocktwits, retail sentiment around BNB remained in ‘extremely bearish’ territory, while chatter dropped from ‘normal' to ‘low’ levels over the past day.<a href="https://stocktwits.com/coins/cardano">Cardano (ADA)</a> was trading at about $0.359, down 2.0% for the day, and there were about $600,000 in liquidations, indicating some light long pressure in a weak market overall. On Stocktwits, retail sentiment around Ethereum remained in ‘bearish’ territory, accompanied by ‘normal’ chatter levels over the past day.&nbsp;<a href="https://stocktwits.com/coins/tron">TRON (TRX)</a> was one of the few big losers on Monday. It traded near $0.3076, up 2.5% in the past 24 hours. Liquidations were evenly split between longs at $54,660 and shorts at $54,260, showing that traders were not strongly convinced in one direction. Among all the altcoins, retail sentiment is around ‘neutral’ territory, with chatter remaining ‘high’ over the past day.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/why-nyse-isnt-using-chainlink-in-its-tokenized-trading-platform/cmUukbdR4al">Tokenized Trading Is Coming To NYSE And Chainlink’s Role May Take Time To Surface, Analyst Says</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 An illustration photo shows Ethereum logo in a smartphone in Suqian, Jiangsu Province, China on September 8, 2025. (Photo: CFOTO/Future Publishing via Getty Images)

Ethereum Leads $197M Crypto Liquidation Wave As DC Regulatory Fog Spooks Traders

ETH breaks key support, Bitcoin signals cool, and altcoins stay muted despite isolated bright spots.

<ul class="summary-bullets"><li>Futures steadied as investors balanced easing geopolitical tensions with fresh earnings-driven volatility.</li><li>Retail dip-buying remained active, even as policy uncertainty continued to dominate trader sentiment.</li><li>Market focus stayed on Trump’s recent trade and geopolitical developments after a volatile week.</li></ul>U.S. stock futures were slightly higher early Friday as investors&nbsp;digested easing geopolitical risks, an earnings-driven drop in Intel shares, and signs of aggressive retail dip-buying following two consecutive sessions of gains on Wall Street.As of 12.02 p.m., Nasdaq 100 and S&amp;P 500 futures rose about 0.2%, while Dow futures added around 0.07%.On Stocktwits, retail sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF Trust (SPY)</a> was ‘bearish’ amid ‘high’ message volume. Sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> was also ‘bearish’ amid ‘high’ message volume, while sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust (DIA)</a> was ‘neutral’ amid ‘high’ message volume.<h2 class="st-heading-2">Market Drivers</h2>In the prior session, the Dow Jones Industrial Average rose 306.78 points, or 0.63%, while the S&amp;P 500 gained 0.55% and the Nasdaq Composite advanced 0.91%. The Russell 2000 closed at a record high.Stocks extended gains after U.S. President Donald Trump walked back planned tariffs on imports from eight European nations set to begin Feb. 1 and pointed to a “framework” agreement with NATO Secretary General Mark Rutte on Greenland. While details remain limited, Denmark reiterated that sovereignty is non-negotiable, and investors took relief from the swift de-escalation following earlier market turbulence.The Kobeissi Letter&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/KobeissiLetter/status/2014433889356312971">said on X</a> that individual investors net bought about $1.8 billion of the SPY ETF on Thursday, the largest daily inflow since October and the third-largest since the April 2025 market recovery. Year to date, retail purchases have exceeded $1.0 billion daily, while weekly inflows reached roughly $12 billion, including $4.9 billion into single stocks, marking the highest&nbsp;such&nbsp;buy in&nbsp;nine months.Meanwhile, a&nbsp;<a href="https://stocktwits.com/discussions/whats-the-biggest-driver-of-market-volatility-right-now/642615728">Stocktwits poll</a> with more than 4,000 votes showed 68% of users citing policy uncertainty tied to Trump as the main driver of volatility, compared with 13% pointing to earnings and guidance, 13% to liquidity and algorithmic trading, and 6% to options and dealer positioning.<h2 class="st-heading-2">Trending Stocks To Watch</h2>Intel (INTC): Shares fell about 7% after hours after the company&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intc-vs-amd-which-chip-stock-has-a-better-upside-this-year/cmybAivR4Xr">issued a softer outlook for the first quarter of 2026</a>, citing depleted buffer inventory and acute supply constraints.Altimmune (ALT): Shares rose more than 2% in extended trading as<a href="https://stocktwits.com/news-articles/markets/equity/alt-stock-rallies-what-does-retail-think/cmUCEFgR4XK"> investors continued to react</a> to the FDA’s Breakthrough Therapy Designation for Pemvidutide in metabolic dysfunction-associated steatohepatitis.SEALSQ (LAES): Shares slipped around 0.4% after hours following&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sealsq-breaks-5-barrier-on-mou-with-indian-state-whats-retail-saying/cmUC5HXR4XO">plans for a semiconductor joint venture in India</a>.Ascent Solar Technologies (ASTI): Shares jumped over 16% in extended trading on&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/asti-shares-surged-today-whats-elon-musk-got-to-do-with-it/cmUCfMkR4XV">updates around its 2026 growth plans</a>.<a href="https://stocktwits.com/symbol/UNH">UnitedHealth Group (UNH)</a>: Shares edged down about 0.3% after hours as&nbsp;traders gear up for its full-year 2025 earnings release and 2026 guidance, scheduled for Jan. 27, before the market opens.<h2 class="st-heading-2">Broader Markets</h2>In broader markets, the benchmark 10-year U.S. Treasury yield hovered around 4.25%, while gold held near record levels above $4,900 per ounce. Asian markets traded mostly higher, with Japan’s Nikkei edging up ahead of the Bank of Japan’s policy decision, while the MSCI Asia-Pacific index posted modest gains.Among the catalysts for the day are the S&amp;P flash U.S. manufacturing PMI, S&amp;P flash U.S. services PMI, and the final January consumer sentiment report for fresh direction.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Dow, Nasdaq, S&P 500 Futures Steady After Volatile Trump Week: Why Traders Are Eyeing INTC, ALT, ASTI, UNH, LAES Today

Markets digested recent gains, elevated retail activity, and focused on Trump’s trade and geopolitical developments.

In this photo illustration, the USA Rare Earth logo is seen displayed on a smartphone screen.

USA Rare Earth Stock Goes Parabolic As Texas Project Gains Momentum

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<ul class="summary-bullets"><li>Intel trades above its average price target, implying about 22% downside, while AMD offers nearly 13% upside with a stronger Wall Street consensus.</li><li>Intel flagged a “hand-to-mouth” Q1 as supply and margin pressures persist, with recovery targeted toward 40% margins later in 2026.</li><li>AMD heads into earnings on Feb. 3 with focus on AI and data center demand, with key catalysts tied to OpenAI expected in Q4 2026.</li></ul>As U.S. chipmakers&nbsp;enter a key earnings window, investors are reassessing whether Intel or Advanced Micro Devices offers the stronger upside in 2026, with earnings, analyst targets, and policy dynamics coming into focus.<h2 class="st-heading-2">Where Wall Street Sees The Risk And Reward</h2>According to Koyfin data, Intel’s 12-month average price target is $42.46, below its current price of $54.32, implying a 22% downside. The stock is covered by 46 analysts, with one ‘Strong Buy’, seven ‘Buy’, 33 ‘Hold’, two ‘Sell’, and three ‘Strong Sell’ ratings, giving it a ‘Hold’ consensus.Meanwhile, AMD’s 12-month average price target stands at $286.59, above its current price of $253.73, implying nearly 13% upside. The stock is&nbsp;covered by 53 analysts: five rate it ‘Strong Buy’, 36 ‘Buy’ and 12 ‘Hold’ — giving it a ‘Strong Buy’ consensus.Intel shares have jumped 148% and AMD shares 105% over the past 12 months, both&nbsp;outpacing the S&amp;P 500’s 15% gain and the SOXX semiconductor index’s 49% rise.<h2 class="st-heading-2">Intel’s Margins Under Pressure As Supply Tightens</h2>Intel shares fell more than 7% after hours&nbsp;on Thursday as the chipmaker&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intel-shares-tank-on-lackluster-q1-outlook-despite-earnings-beat/cmUCWbWR4Xo">issued a softer outlook for the first quarter of 2026</a>.<img src="https://news.stocktwits-cdn.com/intc_chart_png_eb53796296.webp" alt="intc chart.png">Following earnings, Roth Capital raised its price target on Intel to $50 from $40 while maintaining a ‘Neutral’ rating, implying an about 8% downside from the last close. The firm cited strong Q4 data center demand but said seasonally weaker first-quarter revenue and gross margin contraction are being driven by manufacturing constraints. Roth expects 2026 growth support from AI data center demand for Intel’s x86 CPUs, alongside traction from newer client processors and foundry and packaging customers.On the earnings call, CFO Dave Zinsner said buffer inventory is largely depleted, leaving Intel with its most acute supply constraints in the first quarter.“As we enter 2026, our buffer inventory is depleted,” Zinsner said, describing the period as a “hand-to-mouth” quarter. He said revenue would have been higher with adequate supply and that conditions should begin improving in the second quarter of 2026, though the company “won’t be completely out of the woods” immediately.Intel said it is prioritizing wafer supply toward mid to high-end client chips and data center processors, even if that leads to short-term market-share shifts. Zinsner said the projected 34.5% gross margin in Q4 is “by no means an acceptable level,” and that recovery depends on yield and throughput improvements. The company’s first target is restoring margins to around 40% later in 2026.<h2 class="st-heading-2">AMD Enters Earnings With AI Catalysts In Focus</h2>AMD is scheduled to report earnings on Feb. 3, with a focus on data center and AI demand. Earlier this week,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/whats-sending-advanced-micro-devices-shares-higher-this-morning/cmUDC24R4fu">Bernstein raised its price target</a> to $225 from $200 while maintaining a ‘Market Perform’ rating, implying about 11% downside. The firm models Q4 revenue of $9.7 billion and earnings per share of $1.31.<img src="https://news.stocktwits-cdn.com/amd_chart_png_da4b4d3c9c.webp" alt="amd chart.png">RBC Capital initiated coverage with a ‘Sector Perform’ rating and a $230 price target, implying around 9% downside, and said major catalysts may not emerge until MI450 ramps for OpenAI in Q4 of 2026. Citi maintained a ‘Neutral’ rating and $260 price target, implying roughly 2% upside, citing muted margin leverage.This month, AMD also signed a 10-year data center lease with Riot Platforms, securing 25 megawatts initially, with options to expand to 200 megawatts.<h2 class="st-heading-2">Policy Tailwinds And Headwinds</h2>Intel continues to benefit from U.S. government support following Washington's 10% stake in the company in August 2025. U.S. President Donald Trump recently praised Intel’s Core Ultra Series 3 processors as domestically designed and manufactured.Meanwhile, AMD faces export-related uncertainty under updated Commerce Department rules that require approval to sell advanced AI chips such as the MI325X to China.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for Intel was ‘extremely bullish’ amid ‘extremely high’ message volume, with chatter soaring more than 300% and the number of watchers rising 16% over the past year.<figure class="image"><img src="https://news.stocktwits-cdn.com/intc_ss_png_9a12bf23f0.webp" alt="intc ss.png" width="969" height="139"><figcaption>TSLA sentiment and message volume as of January 22 | Source: Stocktwits</figcaption></figure>Meanwhile, retail sentiment for AMD was ‘bullish’ amid ‘high’ message volume, with message activity down 26% over the past year, while the number of watchers increased 6% over the same period.<figure class="image"><img src="https://news.stocktwits-cdn.com/amd_ss_png_5b76d7e8f6.webp" alt="amd ss.png" width="968" height="144"><figcaption>AMD sentiment and message volume as of January 22 | Source: Stocktwits</figcaption></figure>One user noted that the chip rivalry between Intel and AMD “keeps momentum active.”<stembedurl>https://stocktwits.com/MomentumAnalyticsNetwork/message/642642380</stembedurl>Another user said Intel has leaned heavily on government support, adding it has been years since it delivered a competitive product and that long-term contracts are fading, while AMD is “cooking them.”<stembedurl>https://stocktwits.com/dbatech99/message/642638144</stembedurl>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the AMD (Advanced Micro Devices) logo is seen displayed on a smartphone screen with an Intel logo in the background. (Photo Illustration by Algi Febri Sugita/SOPA Images/LightRocket via Getty Images)

INTC vs AMD: Which Chip Stock Has A Better Upside This Year?

Intel has political tailwinds from the U.S. government backing, while AMD faces export uncertainty tied to China approvals.

INTC vs AMD Comparison: Which Chip Stock Has A Better Upside This Year?

<ul class="summary-bullets"><li>Shares of Alcoa&nbsp;lost 5.7% last week but have nearly&nbsp;undone that this week.</li><li>CEO William Oplinger noted that anticipated smelting capacity growth, primarily in Indonesia, could provide some demand support over the second half of 2026.</li><li>The company said it expects total Alumina segment production in 2026 to range between 9.7 million and 9.9 million metric tons.</li></ul>Alcoa Corp is&nbsp;on track to reverse losses from last week after better-than-expected fourth-quarter results on Thursday, with investor and retail chatter rising as&nbsp;the aluminum producer expects further growth in its alumina segment this year.Shares of Alcoa&nbsp;shed 5.7% last week&nbsp;but have nearly erased that this week, rising 5.1% through Thursday. Alcoa’s stock has gained nearly 19% so far this year&nbsp;after ballooning by 42% in 2025.<h2 class="st-heading-2">Price Pressure</h2>CEO William Oplinger said during an earnings call that&nbsp;China's move to tighten controls on copper and alumina expansion under the NDRC's December policy, along with refineries' efforts to maintain stable production through annual contract negotiations, has sustained steady supply conditions and discouraged large-scale curtailments.&nbsp;“However, current pricing levels continue to put pressure on about 60% of China refineries,” he said, adding that incremental supply from expansion projects in China, Indonesia, and India, combined with potential lower demand from the Mozal smelter, may continue pressuring prices.&nbsp;Oplinger noted that the anticipated smelting capacity growth, primarily in Indonesia, could provide some demand support over the second half of 2026.<h2 class="st-heading-2">Earnings Snapshot</h2>The company said it expects 2026 total Alumina segment production to range between 9.7 million and 9.9 million metric tons,&nbsp;up from 2025 due to productivity improvements. Alumina production decreased by 4% in 2025, primarily due to the full curtailment of the Kwinana refinery, completed in June 2024.In 2026, Alcoa said that alumina shipments are expected to be between 11.8 million and 12 million metric tons. Last year, in the Alumina segment, third-party shipments decreased 2% annually, primarily due to lower trading activity and lower production.Alcoa said it expects 2026 total Aluminum segment production to range between 2.4 million and 2.6 million metric tons, an increase from 2025 due to smelter restarts. In 2026, aluminum shipments are expected to range between 2.6 million and 2.8 million metric tons.The company’s fourth-quarter revenue increased to $3.4 billion,&nbsp;exceeding Wall Street expectations of $3.28 billion, according to data compiled by Fiscal AI. The company reported adjusted earnings per share of $1.26, topping estimates of $1.01.<h2 class="st-heading-2">How Are Stocktwits Users Reacting?</h2>Stocktwits sentiment on Alcoa jumped to ‘extremely bullish’ from ‘bearish’ a day ago, with message volumes at ‘high’ levels. In the last 24 hours alone, retail message volume on the stock jumped 425%.A bullish user on Stocktwits said that they expect the stock to hit $64 in Friday’s session.<stembedurl>https://www.stocktwits.com/jfanters75/message/642631161</stembedurl><a href="https://stocktwits.com/symbol/AA">Shares of Alcoa</a> have gained 67% in the last 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/spotify-stock-eyes-rebound-after-ai-prompted-playlist-launch-goldman-upgrades-to-buy/cmyboMJR4Xp">Spotify Stock Eyes Rebound After AI ‘Prompted Playlist’ Launch, Goldman Upgrades To Buy</a>

In this photo illustration, the Alcoa logo is seen displayed on a smartphone screen.

Alcoa Stock Eyes Erasing Last Week’s Losses: Blowout Q4 Puts Spark Back In Aluminum Trade Despite Price Strain

Alcoa’s management sees higher alumina production in 2026 driven by productivity gains, even as China's supply dynamics and pricing pressure remain a near-term overhang.

In this photo illustration, the Spotify logo is seen displayed on a smartphone screen. 

Spotify Stock Eyes Rebound After AI ‘Prompted Playlist’ Launch, Goldman Upgrades To Buy

Spotify shares have traded much lower this year, mainly due to the decision to raise prices for its premium subscription.

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Altimmune, Inc. is a clinical stage biopharmaceutical company, which focuses on the development of novel peptide-based therapeutics for the treatment of obesity and liver diseases. The company's lead product candidate, pemvidutide, is a GLP-1/glucagon dual receptor agonist that is being developed for the treatment of obesity and NASH. In addition, Altimmune is developing HepTcell, an immunotherapeutic designed to achieve a functional cure for chronic hepatitis B. The company was founded in 1997 and is headquartered in Gaithersburg, MD.

Altimmune Inc

Altimmune is trending due to significant enthusiasm around its pemvidutide program, highlighted by a recent Breakthrough Therapy Designation for MASH and robust clinical data. The community is actively discussing potential buyouts or partnerships, perceiving the company as undervalued in the competitive GLP-1 and MASH sector, which is fueling speculation about a major short squeeze and driving considerable trading volume.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care, and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is actively trending as community excitement builds around exceptionally strong early prescription data for its newly launched oral weight-loss medication, seen as a significant game-changer in the GLP-1 market. Investors are enthusiastically discussing the substantial upside potential and the company's competitive advantage with the oral form, largely shrugging off recent geopolitical noise.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX), Mobileye, Accelerated Computing Systems and Graphics (AXG), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The NEX segment offers computing system solutions from inflexible fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Mobileye segment develops driving assistance and self-driving solutions. The AXG segment provides products and technologies designed to help customers solve the toughest computational problems. Its products include CPUs for high-performance computing and GPUs targeted for a range of workloads and platforms, from gaming and content creation on client devices to delivering media and gaming in the cloud, and the most demanding high-performance computing and AI workloads on supercomputers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968 and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is actively trending following its recent financial report, which saw a beat on Q4 expectations but provided a weaker outlook for the next quarter, primarily attributed to persistent supply constraints. This has sparked a divided conversation among investors; many highlight concerns over the company's valuation and turnaround execution, while others emphasize robust demand and strategic government support for domestic chip manufacturing as strong long-term tailwinds.

Sensei Biotherapeutics, Inc. is a clinical-stage biopharmaceutical company which focuses on the discovery, development, and delivery of next generation immunotherapies for the treatment of cancer and infectious diseases. The company was founded in 1999 and is headquartered in Rockville, MD.

Sensei Biotherapeutics Inc

Sensei Biotherapeutics is generating significant discussion as the company explores strategic alternatives, including a potential sale or merger, following the discontinuation of its lead drug candidate. Community sentiment is sharply divided, with many anticipating a short squeeze due to the low public float, while others caution investors about a potential pump-and-dump given the company's operational wind-down.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is trending as the community eagerly discusses the finalized deal for a US joint venture involving TikTok, where Oracle plays a pivotal role in cloud infrastructure and security. Many anticipate this could drive significant new revenue and solidify Oracle's standing in the AI and sovereign cloud sectors, though some maintain caution regarding the broader impact on its valuation and existing debt.

RYVYL Inc. is a financial technology company that develops software platforms and tools that are focused on providing global payment acceptance and disbursement capabilities. It offers an innovative payment platform-as-a-service that redefines global payment solutions, enabling seamless business-to-business, consumer-to-business, and peer-to-peer transactions worldwide. The company leverages advanced electronic payment technology to deliver seamless financial solutions across global markets. It operates through two geographical segments: North America and International. The company was founded on April 10, 2007 and is headquartered in San Diego, CA.

Ryvyl Inc

Ryvyl Inc. is trending as its highly anticipated merger with Roundtable Digital progresses, marked by recent strategic partnership announcements and S-4 filings. Community discussion focuses on the company's perceived undervaluation, the potential for a low-float dynamic, and the upcoming reverse stock split as a necessary step for NASDAQ compliance, which is crucial for the combined Web3 media platform and Bitcoin treasury. Despite ongoing volatility, many believe the strengthened management team and the transformative merger present significant long-term upside.

Abbott Laboratories engages in the discovery, development, manufacture, and sale of healthcare products. It operates through the following segments: Established Pharmaceutical Products, Diagnostic Products, Nutritional Products, and Medical Devices. The Established Pharmaceutical Products segment refers to the line of branded generic pharmaceuticals manufactured worldwide and marketed and sold outside the United States in emerging markets. The Diagnostic Products segment markets diagnostic systems and tests for blood banks, hospitals, commercial laboratories, clinics, physicians' offices, retailers, government agencies, and alternate care testing sites. The Nutritional Products segment caters to the worldwide sales of pediatric and adult nutritional products. The Medical Devices segment includes a broad line of rhythm management, electrophysiology, heart failure, vascular and structural heart devices for the treatment of cardiovascular diseases, and diabetes care and continuous glucose monitoring products, as well as neuromodulation devices for the management of chronic pain and movement disorders. The company was founded by Wallace Calvin Abbott in 1888 and is headquartered in Abbott Park, IL.

Abbott Laboratories

Abbott Laboratories is trending due to a significant stock decline following its recent Q4 earnings report, which revealed a revenue miss and cautious near-term guidance, notably impacted by nutrition segment performance. Despite strong contributions from Medical Devices and Diabetes Care, community discussion highlights concerns over formula pricing and overall sales, leading many to debate whether the sharp sell-off is an overreaction. Investors are split between those viewing current levels as a "buy the dip" opportunity for a fundamentally strong company and those anticipating further volatility.

SEALSQ Corp. is a holding company, which engages in the security of microcontrollers. It operates through the following geographical segments: North America, Europe, Middle East, Africa, Asia Pacific, and Latin America. It focuses on authentication process, digital certification, and covering individual patents of semiconductors. The company was founded on April 1, 2022 and is headquartered in Cointrin, Switzerland.

SEALSQ Corp

SEALSQ Corp. is trending due to its announced Memorandum of Understanding with the Government of Gujarat and Kaynes SemiCon to establish a quantum-resistant semiconductor center in India, capable of producing 300 million units annually. The community is highly optimistic about this strategic move, viewing the company as a leader in post-quantum security crucial for the "Age of Convergence" of AI and IoT, while also discussing significant short interest. Ongoing presentations at the World Economic Forum in Davos further underscore the company's role in developing secure, quantum-resilient digital infrastructure.

Ascent Solar Technologies, Inc. engages in the design, development, and manufacture of solar technology and power solutions for remote locations and extreme environments. It integrates photovoltaic modules into a variety of applications such as aerospace, defense, transportation, and electronic products. The company was founded by Mohan S. Misra and Joseph H. Armstrong on October 18, 2005 and is headquartered in Thornton, CO.

Ascent Solar Technologies Inc

Ascent Solar Technologies is trending as the community links its specialized, featherweight solar technology to recent high-profile discussions about orbital AI data centers and defense initiatives. Strong speculation centers on the company's strategic connections, including a former SpaceX co-founder on its board, and its confirmed role in providing modules for major constellations, positioning it as a key player in the burgeoning space infrastructure sector. Investors are weighing the potential for substantial contract announcements against historical concerns, driving active conversation and notable volatility.

Archer Aviation, Inc. engages in the development of electric vertical take-off and landing (eVTOL) aircraft. The company was founded by Brett Adcock and Adam Goldstein on October 16, 2018, and is headquartered in San Jose, CA.

Archer Aviation Inc - Ordinary Shares - Class A

Archer Aviation Inc

Archer Aviation is trending due to its strategic partnership with NVIDIA for AI integration and a new deal with the Serbian government to advance air taxi services. The community is actively focused on the stock's ability to overcome key technical resistance levels around $9, anticipating significant momentum potentially fueled by gamma squeeze dynamics and recent institutional accumulation. Investors are keenly watching these developments as the company progresses toward FAA certification and solidifies its long-term position in the evolving air mobility sector.

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