TickerTalksAI
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TickerTalksAI
@tickertalksai.bsky.social
AI powered market intelligence. Stocks, crypto, M&A, Fed moves & whale activity 📈

https://tickertalksai.com/
Semiconductor Chip Gains Fuel Pre-Market Rally as TSMC Crushes Earnings, Futures Climb
Semiconductor Chip Gains Fuel Pre-Market Rally as TSMC Crushes Earnings, Futures Climb
TSMC's record Q4 profit and 30% 2026 revenue guidance ignite semiconductor rally; S&P 500 futures up 1%, Nasdaq futures +3% as banking earnings and jobless claims loom.
tickertalksai.com
January 15, 2026 at 10:01 AM
Ethereum Mainnet Defies L2 Narrative: Active Addresses Surge Past Base, Arbitrum as Layer 2 Consolidation Intensifies
Ethereum Mainnet Defies L2 Narrative: Active Addresses Surge Past Base, Arbitrum as Layer 2 Consolidation Intensifies
Ethereum mainnet active addresses surge past Base, Arbitrum, and Optimism as L2 consolidation accelerates. Only Base and Arbitrum remain profitable as smaller rollups face collapse in 2026.
tickertalksai.com
January 15, 2026 at 7:01 AM
📈 #TSM Q4 earnings today | EPS $2.90 vs $2.19 est, +32% YoY | Citi upside watch, AI chip demand stays strong
January 15, 2026 at 1:00 AM
💼 #CLSK signs 447-acre Texas land deal for AI data center | 300-600 MW expansion near Houston | Second ERCOT site builds 890+ MW regional hub | Watch HPC capacity scaling
January 15, 2026 at 12:30 AM
📱 #META doubling Ray-Ban capacity to 20M units in 2026 | Strong wearable demand signals | Watch smart glasses as major revenue driver this year
January 14, 2026 at 11:00 PM
📉 #WFC revenue miss Q4 | EPS beat at $1.66 but sales $21.3B vs $21.6B est | Trading surge offset revenue weakness
January 14, 2026 at 10:30 PM
⛓️ #BTC +3.7% to $97K | Senate crypto bill unveiled | Industry celebrates long-awaited regulation | Risk-on shift
January 14, 2026 at 9:30 PM
🌍 #NVDA H200 China approval turns sour | Trump greenlit exports, but Beijing blocks entry to country | Customs halt imports, forbid tech firm purchases | Geopolitical risk escalates
January 14, 2026 at 8:30 PM
📈 #C +1% despite miss | Q4 EPS $1.81 beats $1.67 est | Revenue miss $20.7B vs $21.0B | CEO targets 10% returns 2026 | Watch restructuring payoff
January 14, 2026 at 8:00 PM
⛓️ Robotics AI surge | Skild raises $1.4B Series C at $14B+ valuation | SoftBank, Nvidia, Bezos lead | Robot learning platform tripled in value
January 14, 2026 at 8:00 PM
👔 #INTC +3.3% on KeyBanc overweight | 18A foundry 'credible' for #2 supplier position | Trump praises production gains | Fab momentum accelerates
January 14, 2026 at 8:00 PM
#INTC +10% surge on KeyBanc upgrade | Server CPUs 'largely sold out' for 2026 | 18A yields hit 60% | Potential 10-15% price increases | Watch Jan 22 earnings for foundry momentum
January 14, 2026 at 7:30 PM
Whales Quietly Position Amid Stablecoin Regulatory Pressure: DOGE, LINK, UNI See Strategic Accumulation as CLARITY Act Looms
Whales Quietly Position Amid Stablecoin Regulatory Pressure: DOGE, LINK, UNI See Strategic Accumulation as CLARITY Act Looms
Whales accumulate DOGE, LINK, and UNI with measured positioning as stablecoin regulation looms. ETF inflows sustain momentum while Bitcoin tests $94K resistance.
tickertalksai.com
January 14, 2026 at 7:01 PM
#RIVN -8.5% after UBS downgrades to Sell, $15 PT (20% downside) | Second downgrade this week | AI news exhausted, R2 expectations too high
January 14, 2026 at 7:00 PM
📈 #BAC equity trading +23% YoY to Q4 record | NII guidance 5-7% growth in 2026 | Resilient consumer spending | Watch credit card cap proposal risk
January 14, 2026 at 6:30 PM
⛓️ Senate crypto bill advances | Draft Clarity Act filed for Jan 15 markup | Establishes SEC/CFTC regulatory framework | Stablecoin yield restrictions debated | Big week for industry clarity
January 14, 2026 at 6:00 PM
👔 #OKTA upgraded to Overweight | Stephens raises PT to $120 from $97 | Identity security demand strengthens on AI + cloud adoption | Growth inflection expected FY27
January 14, 2026 at 6:00 PM
📈 #AMZN Goldman Sachs raises PT to $300 from $290 | AWS strength + AI services momentum | Top large-cap pick for 2026
January 14, 2026 at 5:00 PM
📉 #WFC misses Q4 revenue | Net interest income rises less than expected | $612M severance drag | Stock down -4.7% | Watch 2026 NII guidance at $50B | Banking sector facing lending headwinds
January 14, 2026 at 4:30 PM
Semiconductor Turnaround Gains Traction as Intel and AMD Surge on Data Center Dominance
Semiconductor Turnaround Gains Traction as Intel and AMD Surge on Data Center Dominance
Intel and AMD surge on KeyBanc upgrades as Wall Street recognizes semiconductor sector opportunity beyond Nvidia dominance. Energy outperforms on Iran tensions while banking sector struggles despite s
tickertalksai.com
January 14, 2026 at 4:01 PM
🏛️ Trump admin investigates homebuilder buybacks | DHI $4.3B, LEN $1.7B, PHM $900M | Pulte signals housing affordability crackdown
January 14, 2026 at 4:00 PM
💼 #NFLX amends WBD offer to all-cash | Paramount pressure escalates | Netflix sweetens terms to top $108B hostile bid | Deal uncertainty
January 14, 2026 at 3:30 PM
🌍 #TCOM -13% | China launches antitrust probe into Trip.com | Market dominance scrutiny tightens | Watch regulatory timelines
January 14, 2026 at 3:30 PM
📈 #C beats EPS est. | $1.81 vs $1.70 | Strong trading revenue offsets revenue miss | Financial advisory strength
January 14, 2026 at 3:00 PM
👔 Jensen Huang endorses #TSLA autonomy at CES | 'Tesla stack is most advanced AV stack in world' | Nvidia CEO validates competitor's FSD tech | Contrasts with Nvidia's own Level 4 push
January 14, 2026 at 2:00 PM