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Bulls Emerge In The Markets
Yes, this is a play on words about today's China stock market ramp.
Kevin Travers
January 02, 2026 • Reading Time: 11 minutes
Presented by
CLOSING BELL
Bulls Emerge In The Markets
Source: Tenor
Heading into 2026, Wall Street and Main Street are both expecting the rip-roaring bull market to continue, with AI and robotics leading the charge. As a result, it’s no surprise that AI unit spinoff news from Baidu propelled the Chinese internet stock and its peers higher, leading the emerging market space to a new cycle high.
We cover that, the reason crypto treasury companies finally caught a bid, and a brand-new “Howard Lindzon Show” about the ‘hope economy’ in the first issue of 2026. Enjoy! 🫡
STOCKS
It’s 2026, But It’s Still All About AI 🤖
If the global bull market will continue, AI-related stocks need to lead the way — and they certainly did today. Data center stocks, nuclear energy, chipmakers, and more were all leading the charge higher after some positive news out of China and a rare double upgrade from Aletheia Capital. 👍️
The research firm’s analyst, Warren Lau, upgraded ASML, the world’s most critical supplier of photolithography machines, from ‘Sell ‘ to ‘Buy,’ doubling his price target from $750 to $1,500 in the process. The analyst noted stronger demand for extreme ultraviolet lithography from DRAM suppliers as one of the reasons the stock will continue higher, citing resilient orders from China and a potential surge in TSMC demand.
The news sent ASML, Micron, and other related chipmaking stocks higher. 📈
Overseas, China’s Baidu soared today on news that its AI chip unit, Kunlunxin, applied to list on the Hong Kong Stock Exchange. It sets the stage for a spin-off that some analysts believe could be valued at $16 to $23 billion and $9 to $13 billion attributable to Baidu’s ownership stake. The news sent shares soaring and caused several analysts to reiterate their bullish outlooks and raise their price targets.
This was a big win for retail investors, who have been favoring Baidu over Alibaba in recent weeks, betting more on its autonomous vehicle and AI potential than on Alibaba’s more diversified exposure across various industries. 🥳
Overall, the sector rotation experienced last year continued into 2026 and is expected to be a key theme in the new year, as Wall Street looks for many ways to play the “generational wealth opportunity” it believes AI to be. Internationally, emerging market stocks are finally marching to new highs after being held down by China. Given the fresh momentum, many are looking for further upside ahead. 🌏️
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CRYPTO
Crypto Companies Crush On Day 1, 2026 👑
Crypto treasury companies showed signs of life today after a week of Bitcoin stabilizing in price and a catalyst from Bitmine Immersion. ❤️🩹
The company’s Chairman, Tom Lee, urged shareholders to approve a charter amendment to increase the number of authorized shares 100x from 500 million to 50 billion. He argued it would provide more flexibility to explore strategic options and that the company would not be issuing that many shares; however, bears flagged the obvious dilution risks associated with such a move. 💸
Whether this is simply a relief rally in these beaten-down companies or the start of a turnaround remains to be seen, as sentiment on Stocktwits remains bearish in most instances. Both traders and investors have been frustrated by crypto's lackluster performance since last May and still have a “show me” attitude before getting involved.
Speaking of performance, our Cryptotwits newsletter broke down notable trends from 2025 and what to expect in the year ahead, so check that report out here. 🧐
POPS & DROPS
Top Stocktwits News Stories 🗞️
Tesla loses title as world’s largest electric vehicle (EV) maker.
Dan Ives sees more upside for tech in 2026, says it’s a “prove it” year for AI.
Accuvest CIO sees a strong 2026 ahead for Netflix despite $WBD deal.
Ondas rides momentum, headquarters change amid new order surge.
Buffett says he would trust Greg Abel with all his money over any top CEO.
Barclays upgrades Vertiv, sees 20% upside in data center infra stock.
Micron hits record high as Bernstein flags memory boom continuation.
Ironwood Pharma soared on positive fiscal 2026 guidance.
Don’t miss a story! Follow @StocktwitsNews for a live feed in real time. ✍️
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