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Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Teslas quarterly results sparked a split reaction: traders point to an earnings beat and positive cash flow, while others focus on weak automotive trends, pressured profitability and heavy AI and robotics spending. Speculation about a potential SpaceX merger adds bullish chatter, but the deal remains uncertain.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Metas quarterly results showed revenue and advertising strength, but the post-earnings move turned volatile as traders weighed rising AI investment, negative free cash flow, and a new non-voting share class that some fear could enable dilution. Bulls point to the resilient ad business and underlying earnings strength, while skeptics question whether the AI spending will generate sufficient returns.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBMs quarterly results topped expectations, led by software growth and the closing of previously delayed deals, while the company raised its free-cash-flow outlook. Traders are focused on the sharp post-earnings reversal, debating whether the beat was too modest to overcome unchanged revenue guidance and sluggish consulting growth.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

A Bitcoin rebound and breakout are driving MSTRs sharp move, with traders pointing to its sensitivity to BTC and speculating about a short squeeze. Bullish calls are countered by concerns that the rally may fade, alongside debate over share dilution and possible MSCI index exclusion.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Lam Researchs record quarter and modest earnings beat were followed by a selloff as its outlook fell short of elevated expectations. Traders debate whether cleanroom and supply-chain bottlenecks are merely delaying deliveries or point to weaker demand, while some view the pullback as an overreaction.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQs volatile trading is being tied to major tech earnings, with traders debating why the index failed to hold its advance despite results from Meta, Tesla and IBM. Some see the reports as supportive of the AI-led rally, while others point to heavier AI spending, uncertain returns and Iran-related headlines as reasons for caution.

AEVEX Corp. operates as a holding company. It operates through Tactical Systems and Global Solutions segments. The Tactical Systems segment focuses on design, development, and production of autonomous systems including unmanned aerial systems and unmanned surface vessels. The Global Solutions segment offers services and mission support to defense and intelligence customers. The company was founded in 2017 and is headquartered in Solana Beach, CA.

AEVEX Corp. - Ordinary Shares - Class A

AEVEX Corp

Reports that the U.S. Navy stopped further purchases of AEVEXs GARC drone boats over performance concerns and cheaper alternatives are driving the sharp selloff. Traders are debating whether this signals a serious loss of future business, while AEVEX says no orders were halted and that it completed the planned deliveries and continues work under the existing contract.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment includes To-Home businesses, which include Ele.me, local services and delivery platforms, and Taoxianda, and To-Destination segment businesses, which include Amap, the provider of mobile digital maps, navigation and real-time traffic information, and restaurant and local services guide platforms. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solutions. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is declining alongside Chinese internet peers amid a broader selloff in Hong Kong and China tech, with traders citing sector weakness rather than a clear company-specific catalyst. The debate pits dip-buyers who see oversold conditions against bears concerned about Chinas economic outlook, limited stimulus and persistent underperformance.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabets weakness ahead of earnings has focused discussion on whether heavy AI spending and AI competition for Search advertising will outweigh growth in Cloud and Gemini. Traders are split between buying the pullback on optimism about AI and cloud momentum and expecting further declines over spending and search risks.

Six Flags Entertainment Corp. engages in operating amusement parks in North America. It operates amusement parks, water parks, and resorts. The company is headquartered in Charlotte, NC.

Six Flags Entertainment Corp.

Six Flags Entertainment Corp

Shares are under pressure after Mizuho cut its price target and reiterated a bearish rating, adding to concerns about Six Flags heavy debt, weak financial performance and lingering ride-safety fallout. Traders are split between fears of further financial distress and bankruptcy and the view that the selloff has made the parks and real estate undervalued, with some also watching for a short squeeze.

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CELH Stock Rises Premarket: Bernstein Says Alani Nu Can Offset Core Brand Slowdown

Equity

The firm sees a 55% upside for Celsius from its expanding multi-brand energy drink portfolio. 


CELH Stock Dips Most In 3 Months On Teen Death Probe: Two Analysts Still See 98% Upside

Wall Street remains bullish on Celsius, citing strong Alani growth and attractive valuation. 


Infrastructure Capital Announces a Quarterly Dividend Increase for: Infrastructure Capital Small Cap Income ETF (SCAP), Infrastructure Capital Equity Income ETF (ICAP)

Infrastructure Capital Announces a Quarterly Dividend Increase for: Infrastructure Capital Small Cap Income ETF (SCAP), Infrastructure Capital Equity Income ETF (ICAP) Infrastructure Capital...

Virtus Infrastructure Capital ETFs (AMZA/PFFA/PFFR) Declare Monthly Distributions

The InfraCap MLP ETF (NYSE Arca: AMZA) has declared a monthly distribution of $0.34 ($4.08 per share on an annualized basis). The distribution will be paid on January 27, 2026 to shareholders of...

Series Portfolios Trust - Infrastructure Capital Small Cap Income ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Bernstein initiated coverage of Celsius with an Outperform rating and a $44 price target.</li><li>The firm said market share concerns are overdone and highlighted strong momentum in Alani Nu.&nbsp;</li><li>Celsius has shifted from a single-brand story to a multi-brand beverage platform following its acquisitions of Alani Nu and Rockstar Energy.&nbsp;</li></ul>Celsius Holdings (CELH) stock is rising premarket on Friday after receiving a bullish endorsement from Bernstein, which launched coverage of the beverage company with an ‘Outperform’ rating and a $44 price target, citing confidence in the long-term strength of its energy drink portfolio.<h2 class="st-heading-2">Strong Confidence In CELH’s Alani Nu</h2>Bernstein’s price target implies a 55% upside to the stock’s last closing price. The firm stated that investor concerns about market-share pressure at Celsius may be overstated.&nbsp;The firm pointed to the growing momentum of Alani Nu, a brand owned by Celsius, as a key factor supporting future performance.&nbsp;Celsius bought Alani Nutrition (Alani Nu) for about $1.8 billion and completed the deal in April last year. The acquisition has helped Celsius reach more customers, especially women and Gen Z, where Alani Nu is very popular. The brand focuses on healthier, zero-sugar energy drinks.Bernstein described Alani Nu as one of the most attractive brands in the energy drink category. The firm said the brand still appeals to customers and is likely to gain more market share in the U.S. beverage industry.&nbsp;The note suggested that Celsius can maintain a solid overall market position even if its flagship Celsius-branded products face competitive challenges.&nbsp;<a href="https://stocktwits.com/symbol/CELH">Celsius Holdings’ stock</a> edged 0.9% higher in Friday’s premarket.&nbsp;<h2 class="st-heading-2">CELH’s Move From&nbsp;Growth Star To Portfolio Player</h2>Once known for its fast-rising “clean energy” image, Celsius has now become a wider ready-to-drink energy drink platform. The shift has helped push fiscal first-quarter 2026 revenue up 138% to $782.6 million, but investors reacted negatively as the company moved away from its earlier premium growth identity.The company’s transition from a single-brand growth story into a multi-brand beverage platform picked up after major acquisitions, including Alani Nu and Rockstar Energy, reshaped its business model and revenue profile.Lower-profit brands and higher costs have reduced margins from about 52.3% to 48.3%. At the same time, the main Celsius brand is growing more slowly, with U.S. sales rising only around 6% as the market becomes saturated.&nbsp;<h2 class="st-heading-2">What Are CELH Retail Traders Saying?&nbsp;</h2>On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory with a 43% increase in message volume over 24 hours.&nbsp;A user expressed optimism for the energy drink brand,&nbsp;<a href="https://stocktwits.com/BasiuMisiu/message/656229608">saying</a>, “Interesting fact:&nbsp;During each world championship the usage of energy and sport drinks increases in average 46%... Do the math…”&nbsp;Another user said, “Just found this in my wife’s workout cabinet , I don’t know they offered pre workout.”<stembedurl>https://stocktwits.com/574TRADER/message/656219526</stembedurl>CELH stock has declined by over 37% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/baba-stock-fifth-week-of-loss-alibaba-play-for-pupu-china-regulatory-scrutiny/cZK5F6uR7PX">BABA Stock Heads For Fifth Week Of Loss: Alibaba Reportedly Makes $1.5B Play For Pupu Amid China Regulatory Scrutiny</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A detail view of cans of Celsius, a sparkling energy drink, on ice before a game.

Celsius Holdings (CELH) stock is rising premarket on Friday after receiving a bullish endorsement from Bernstein, which launched coverage of the beverage company with an ‘Outperform’ rating and a $44 price target, citing confidence in the long-term streng

Celsius Holdings Inc

Series Portfolios Trust - InfraCap Equity Income Fund ETF

INFRACAP SMALL CAP INCOME ETF

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

Current Price	$35.10
Prev Close	$35.04
Open	$35.15
Dividend Yield	N/A
50-Day Moving Average	$37.40
Beta	N/A
Avg. Volume	2,234.30
PE Ratio	N/A

52-Week High	$40.24
52-Week Low	$33.84
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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