Market Signal Briefing

Shiba Inu Coin price was flat on Jan. 14, even as Bitcoin and other top altcoins rebounded. 

Summary

Shiba Inu Coin price has formed a large falling wedge chart pattern. The coin’s burn rate jumped by over 1,000% on Wednesday. The supply of SHIB coins in exchanges has dropped in the past few months. Shiba Inu (SHIB), a top meme coin on Ethereum’s network, was trading at $0.00000885, ~30% above its December low. This consolidation, however, could be about to end as the token’s burn rate jumps and a falling wedge pattern forms.

Data compiled by Shiburn shows that the daily burn rate soared by 1,057% today to over 1.4 million. Its token burns have led to a significant reduction in the circulating supply to 585.4 billion.

Additional data indicate that the supply of SHIB tokens on exchanges has continued to fall this year. In most cases, a decline in exchange supply is usually a bullish sign as it is a sign that investors are accumulating the token. Indeed, according to Nansen, whales have boosted their holdings this year, with transactions rising by 111%.

One reason for the accumulation is that Shiba Inu has become cheap after plunging by more than 70% from its peak in 2025. The 30-day Market Value to Realized Value (MVRV) ratio has declined to 4.7%, indicating further gains, as the historical average is between 10% and 25%.

Additionally, the Crypto Fear and Greed Index has jumped from the extreme fear zone of 10 to 53 today. It is likely to move into the greed zone soon. Meme coins often do well when the index moves to the greed area.

Shiba Inu Coin price technical analysis SHIB price chart | Source: crypto.news The daily chart shows that the SHIB price bottomed at $0.0000068 in December and then rebounded to nearly $0.000010. This rebound happened as the two lines of the multi-month falling wedge pattern neared their convergence. 

Shiba Inu rebounded above this upper side and then retested it. A break-and-retest is a common approach used to confirm breakouts. 

The coin’s Relative Strength Index and the Percentage Price Oscillator have pointed upwards. Therefore, the most likely scenario is a rebound as bulls target the crucial resistance level at $0.00001485, its highest level in September last year.

The bullish SHIB price forecast will become invalid if it drops below the lower side of the wedge at $0.0000068. 

Ethereum trades at $3,389.33, up 6.37% in 24 hours, 7.27% in the last 7 days, and 13.6% in the last 30 days. Volume surged to $36.4 billion, up more than 82%. Price looks healthy, yet it still lags the explosive growth under the hood. Ethereum now faces a familiar question. Does usage eventually force price to catch up?

Right now, that gap looks impossible to ignore.

Network Activity Reaches Record HighsEthereum’s on-chain metrics just printed historic levels. Santiment data shows 393,500 new wallets created in a single day. That marks an all-time high. Over the past three weeks, wallet creation averaged more than 327,000 per day.

Nansen data confirms the trend. Monthly active addresses jumped 45% to 12.4 million while transaction counts climbed 23% to over 55 million. Only Linea grew faster over the same period.

Ethereum also tightened its grip on high-value sectors:

76% dominance in DeFi

63% dominance in real-world assets

This happened despite growing competition from Layer 1s and Layer 2s. The Fusaka upgrade, rising stablecoin usage, and renewed RWA demand all played a role. Two more upgrades, Glamsterdam and Hegota, sit ahead and both aim to boost speed and security. Usage looks alive, and price still plays catch-up.

CLARITY Act Could Change the GameThe next catalyst comes from Washington. The U.S. Senate is set to mark up the CLARITY Act this week. The bill aims to draw a clear line between the SEC and CFTC. Many see it as a path to classify ETH as a digital commodity.

That matters. For years, Ethereum lived under regulatory fog. Unclear rules capped institutional conviction, and clarity could flip that script. Would large capital finally treat ETH like digital infrastructure rather than a legal risk? Markets rarely wait for certainty. They front-run it.

Institutions and Corporations Load Up on ETHCapital already moves quietly. Bitmine Immersion Technologies now holds 4.168 million ETH. That equals about 3.45% of total supply. Nearly 1.26 million ETH sits staked and Bitmine aims for 5% supply ownership in months, not years.

The company also holds nearly $14 billion in crypto and cash. Tom Lee urges shareholders to support a strategy focused on growing ETH per share. Bitmine remains the largest fresh-money buyer of ETH globally. Between Jan 5th and Jan 11th, Bitmine bought 24,266 $ETH($75.59M), marking its lowest weekly purchase on record.

This trend mirrors Bitcoin’s corporate phase, and Ethereum now enters its own version.

Technical Structure Sets the ToneTechnicals matter more than headlines. ETH trades near a $3,350 known supply zone. A recent CPI-driven rally helped ETH reclaim rising trend support and now, higher lows remain intact.

Key levels define the roadmap:

Break and close above $3,350 opens $3,600

Holding $3,600 sets sights on $4,000

Failure keeps ETH range-bound

Source: TradingView

Standard Chartered sees ETH at $40,000 by 2030. That sounds extreme, but the logic hinges on capital retention, staking growth, and long-duration holding. Without that, price spikes fade, but with all that, supply tightens.

$ETH Price Prediction TableYearMin PriceAvg PriceMax Price2026$3,800$5,200$7,5002027$5,500$7,200$9,8002028$7,800$10,500$14,0002029$11,500$16,000$22,0002030$18,000$28,000$40,0002040$95,000$140,000$220,000Final Thoughts on ETH’s Long-Term OutlookEthereum does not lack demand. It lacks price recognition. Record activity, regulatory momentum, and aggressive corporate accumulation change the equation, and the CLARITY Act could remove the final mental barrier.

Does ETH need hype? It just needs time for all the developments to materialise. The structure looks ready, but the question remains simple. Will the market wait, or will it rush in once the breakout starts?

Decentralized leverage trading platform Futureswap has been exploited for a second time in four days, with the hackers stealing an estimated $74,000 this time around.

Blockchain security firm BlockSec Phalcon disclosed the second attack on X, revealing that attackers had exploited a new vulnerability in the same contract they had targeted just days earlier. The security firm noted that “while the loss is not large, the interesting part is that a new attack surface appeared: a reentrancy vulnerability.”

The attacker employed a two-step process involving Futureswap’s mandatory three-day cooldown period to systematically drain funds.

According to Phalcon, BlockSec’s threat detection platform, the attacker first re-entered the 0x5308fcb1 function before the contract updated its internal accounting. Then the “attacker minted an excessive amount of LP tokens relative to the assets actually deposited.”

After waiting out the withdrawal cooldown, the attacker burned the illicitly minted tokens to redeem the underlying collateral, effectively siphoning assets from the protocol along with the profit.

Futureswap is hacked for the third time in one month The latest attack comes a few days after the platform lost over $395,000 in an exploit that popped up BlockSec’s Phalcon’s radar. The attackers that participated in that exploit stole the funds through multiple changePosition operations. That incident appeared related to unexpected stableBalance accounting changes during position updates that later allowed USDC to be released when removing collateral.

Futureswap also suffered a governance attack in December 2025 that netted attackers at least $830,000. In that incident, hackers used a flash loan to temporarily borrow governance tokens, gaining voting power to pass a malicious proposal that transferred funds from the protocol.

Futureswap has so far lost over $1 million cumulatively across three separate attacks that have leveraged different vulnerabilities on the platform.

Legacy DeFi protocols under siege The Futureswap incidents form part of the over $27 million lost to hackers who continue to target legacy DeFi platforms into 2026.

Other Arbitrum-based protocols have suffered similar fates in recent weeks. In early January, USDGambit and TLP lost $1.5 million when attackers gained admin access and deployed malicious smart contracts. TMX Tribe suffered a $1.4 million exploit, while the IPOR Fusion USDC vault lost $336,000 through a legacy contract vulnerability, though it has pledged to fully reimburse affected users.

Despite the security breaches that have hit protocols based on Arbitrum, the layer-2 blockchain still holds over $3.1 billion in total value locked in DeFi, which some analysts may say is part of what makes it an attractive target for attackers.

The network has remained near the top position among Ethereum Layer-2 solutions in terms of total value locked since launching in 2021.

What’s going on at the Futureswap camp? Nobody on the Futureswap team has released a statement concerning the exploits. The last post on the platform’s X account dates to 2023, and the protocol is said to have been last audited in 2021.

The case raises difficult questions about responsibility when protocols are abandoned but continue to hold user funds. Security experts recommend that teams either properly deprecate and sunset legacy contracts or conduct fresh security audits and verify source code.

Users, meanwhile, are advised to withdraw assets from older contracts showing signs of abandonment.

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Bitcoin’s (BTC) start-of-year recovery continued into the second week of January as the cryptocurrency made fresh 2026 highs above $96,000. The rally confirmed a new higher high structure, and traders are hopeful that a rally above $100,000 is the next target.

Bitcoin one-day chart. Source: Cointelegraph/TradingViewKey takeaways:

Bitcoin secured a daily close above $95,000, confirming a higher high and weakening near-term resistance.

Binance net taker volume briefly exceeded $500 million, coinciding with rising open interest and the lowest hourly funding rate since October 2025.

With limited resistance above $95,000, a technical rally to $103,500 is possible. 

Key Bitcoin metrics indicate a rally is here to stayOnchain data shows Bitcoin’s rally gaining strength. The Coinbase Premium Index has gradually reset after sustained selling between Jan. 6 and Jan. 11. While the index remains net-negative, the pace of selling pressure has clearly slowed, suggesting reduced panic from US-based investors.

Bitcoin Coinbase Premium Index. Source: CryptoQuantAdditionally, the seven-day average Bitcoin inflow to Coinbase Advanced is running at roughly 2.5 times its baseline. Similar inflow spikes in the past have preceded price appreciation, tied to spot accumulation, OTC settlement, or ETF positioning rather than outright selling.

At the same time, stablecoin inflows remain muted. This points to a waiting phase from investors, and in past cycles, stablecoin liquidity has frequently lagged BTC inflows, but it can turn into a conditional bullish signal if follow-through demand emerges.

Bitcoin price and open interest percentage change. Source: Amr Taha/CryptoQuantDerivatives data reinforces this view. Crypto analyst Amr Taha noted a sharp expansion in Binance net taker volume, with a single hourly candle exceeding $500 million in aggressive market buying.

Combined with rising open interest, this behavior has historically aligned with trend continuation rather than reversals. Similar conditions earlier this month preceded a rapid move toward $96,000.

Bitcoin’s hourly funding rate also hit its lowest level since October 17, 2025, reflecting crowded short exposure and cautious use of leverage. As funding normalized, the price rallied sharply, suggesting shorts were forced to unwind into strength.

Bitcoin funding rate across all exchanges. Source: CryptoQuantKey price levels to watch for BTCIn the short-term, traders will continue to watch $100,000. However, from a technical standpoint, the next major supply zone sits higher between $103,300 and $107,500. Between $95,000 and $103,300, overhead resistance is notably thin, allowing room for price expansion if the momentum persists.

Bitcoin four-hour chart. Source: Cointelegraph/TradingViewThe broader market liquidity remains light across both spot and futures markets, leaving BTC vulnerable to sharp swings. The recent rally above $95,300 liquidated $270 millions in short positions, shifting the next meaningful liquidity cluster to the long side.

From a structural perspective, the $92,500 to $90,000 region also stands out on the lower end. A daily order block formed there following the rally, marking a potential zone where Bitcoin could establish its next higher low. Holding that area would strengthen the case for a sustained push above $100,000 before month-end.

This article does not contain investment advice or recommendations. Every investment and trading move involves risk, and readers should conduct their own research when making a decision. While we strive to provide accurate and timely information, Cointelegraph does not guarantee the accuracy, completeness, or reliability of any information in this article. This article may contain forward-looking statements that are subject to risks and uncertainties. Cointelegraph will not be liable for any loss or damage arising from your reliance on this information.

Ether’s price performance left many investors frustrated last cycle. While other assets captured attention with faster rallies, ETH has struggled to keep pace, raising questions about whether Ether is losing relevance or simply being misunderstood.

In a recent interview with Cointelegraph, Vivek Raman, CEO of Etherealize, offered a very different perspective. Rather than focusing on short-term price action, Raman pointed to a growing gap between market sentiment and Ether’s (ETH) underlying fundamentals, which he says may define the opportunity in 2026.

Raman highlighted Ethereum’s continued dominance in areas that matter most to institutions. Today, the Ethereum network and its layer-2 chains host the majority of stablecoin activity, within a market that exceeds $300 billion globally. Ethereum is also the leading network for tokenized real-world assets, with data showing it accounts for more than 90% of all tokenized assets onchain.

The interview also examined how traditional finance is shifting from experimentation to real-world deployment. Major institutions such as JPMorgan Chase and Fidelity have launched tokenized investment products using Ethereum infrastructure, a move that would have seemed unlikely just a few years ago. Raman argues that this shift has only recently become possible due to greater regulatory clarity, particularly in the United States.

Rather than offering a simple price forecast, Raman laid out a forward-looking framework linking the growth of stablecoins, tokenization and Ethereum’s role as neutral financial infrastructure. While still early, he says these structural trends could eventually prompt the market to reassess how ETH is valued.

The conversation challenges viewers to look beyond near-term price volatility and consider whether Ethereum’s recent underperformance may be obscuring a much larger long-term opportunity.

To hear Raman’s outlook for 2026, watch the complete interview on the Cointelegraph YouTube channel.

This interview has been edited and condensed for clarity.

Prediction markets protocol to launch USD1‑denominated markets on BNB Chain, shifting all BNB markets to USD1 settlement. Key Takeaways Myriad integrates USD1 stablecoin as its first base settlement asset on BNB Chain. The integration aims to standardize liquidity and infrastructure while boosting stablecoin utility in prediction markets. Myriad Markets, a prediction market protocol, has integrated World Liberty Financial’s USD1 stablecoin as its first base settlement asset, bringing the dollar-backed token to BNB Chain as part of a broader product expansion.

The integration went live earlier today with USD1-denominated markets, starting with Myriad’s Candles product, a market structure designed for short timeframes, continuous liquidity, and automated resolution. USD1 pools will initially be available to users outside the US.

Following the rollout, Myriad plans to transition its BNB prediction markets to operate exclusively with USD1 during the first quarter of 2026, consolidating liquidity and standardizing infrastructure across the protocol.

“Myriad’s integration of USD1 expands the real-world utility of stable, dollar-backed digital assets in emerging on-chain markets,” said Zach Witkoff, co-founder of World Liberty Financial.

Farokh Sarmad, co-founder and president of Myriad, noted the personal significance of the partnership.

“From the moment I interviewed President Trump in September 2024, I knew WLFI would be something the team, their partners, and the broader industry would take very seriously,” Sarmad said. “This announcement is a full-circle moment as Myriad becomes the first prediction market using USD1 as a base settlement asset.”

Additional market formats and features are planned as part of a phased expansion in early 2026.

Disclaimer

Journalist

Posted: January 14, 2026

Pepe [PEPE] is back! After a strong start to 2026, the memecoin just jumped another 12% in the last 24 hours. What’s going on?

Pepe breaks out as pace returns PEPE’s latest move is a very clean breakout. The chart shows price pushing strongly above its recent range, delivering a 12% jump before slowing down slightly.

Source: TradingView

The memecoin is still holding above its prior support zone, so buyers haven’t rushed for the exits just yet. Increased volume means real crowds are pushing the move.

The RSI was in the mid-60s, so there was pace with mild overheating. Even as price pauses, Pepe’s structure remains constructive.

The short-term trend is in the bull’s favor.

Altcoins take the wheel, and Pepe keeps pace Over the past 60 days, a growing number of altcoins have outperformed Bitcoin [BTC], and PEPE sits firmly in that group.

Alphractal data showed Bitcoin’s returns going flat, while select altcoins pushed higher; this is a clear rotation. Perhaps traders are looking for higher upside beyond BTC, especially after the strong breakouts.

Source: Alphractal

PEPE’s recent jump fits neatly into the narrative, so the move isn’t happening out of the blue.

Whales keep the pace going There’s been a clear rise in whale activity around PEPE’s recent push higher, with frequent transactions above $100K. Some have even crossed the $1 million mark, appearing alongside the gains.

Source: Santiment

Large holders seem active during both breakouts and pullbacks, so traders are positioning for a time. Even when the price fell for a bit, whale transactions didn’t disappear, so interest is beyond just the price charts.

Bigger players haven’t walked away from the move yet. Provided the current pace holds, their steady presence could help cushion dips and keep PEPE in play.

Final Thoughts PEPE’s 12% daily jump is happening during a greater altcoin rotation. Dips may be supported, but momentum needs volume to stay strong.

The spike reflects utility-driven growth, with lower fees and smoother Layer-2 activity after the Fusaka upgrade attracting new users.

On Sunday, January 11, 2026, the Ethereum network saw an unprecedented 393,600 new wallets created in a 24-hour period, setting a new all-time high for daily user growth.

This historic spike in network adoption came even as Ethereum’s native ETH token is trading below its 2025 peak, suggesting a powerful wave of new users is being driven by utility and upgrades rather than speculative price action alone.

A Network Activity Explosion According to data from Santiment, Ethereum averaged more than 327,000 new addresses daily across the past week, culminating in Sunday’s record. The analytics firm linked the rise to a mix of technical upgrades, practical usage, and shifting market mood.

According to them, one major factor is the Fusaka upgrade, deployed in early December 2025. The update changed how data is processed on Ethereum and lowered the cost for Layer-2 networks to post data back to the main chain. Lower fees and smoother interactions made it easier for users to engage with decentralized apps, rollups, and on-chain services, often starting with the creation of a new wallet.

Stablecoin usage has also played a central role. Santiment noted that Ethereum processed about $8 trillion in stablecoin transfers during the fourth quarter of 2025, the highest quarterly figure on record. Such volumes point to the blockchain’s role in payments and settlement, drawing in users who need wallets to hold or move dollar-pegged tokens.

Social data suggests fresh participants have been entering the ecosystem since December, even while ETH traded sideways. Santiment added that sentiment among holders shifted from negative to neutral or slightly positive in mid-December, a change that often lines up with increased retail onboarding around the turn of the year.

Price Action Firms Up as Traders Rebuild Positions At the time of writing, ETH was trading around $3,300, up about 6% in the last 24 hours and more than 2% over seven days. However, the move trails the wider crypto market, which gained close to 4% in the same weekly window, showing the asset has not led the latest market bounce.

You may also like: Ethereum Dominates 2025: DeFi TVL Tops $99B, Stablecoin Volume Hits $18.8T The Highway Analogy: Vitalik Buterin’s Plan to Scale Ethereum 1000x CNBC Crowns XRP Hottest Crypto Trade of 2026 Over BTC and ETH: Here’s Why Meanwhile, on a 30-day view, ETH is up about 6%, while it remains roughly 33% below its all-time high near $4,900 set in August 2025.

Traders on X have focused on nearby technical levels. Ted Pillows wrote that ETH clearing $3,300 puts attention on $3,450, while warning that failure there could pull prices back. Another analyst, CW, flagged sell pressure near $3,700.

Derivatives data has also added context to the move. Analysis firm Arab Chain reported that Ethereum open interest on Binance climbed to about $8.6 billion, the highest since October 9, 2025. The rise follows a steep reset in the same month, when liquidations pushed open interest below $7 billion.

That backdrop lines up with a previous analysis that highlighted a bullish crossover on Ethereum’s higher-timeframe charts and growing attention on the ETH/BTC pair. Together with record wallet creation, the data paints a picture of an ecosystem seeing deeper engagement, even before a clear breakout in price takes shape.

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19h05 ▪ 4 min read ▪ by Evans S.

Summarize this article with:

Bitcoin mining loves podiums. One number climbs, another falls, and the ecosystem tells itself a simple story. Except that in this industry, the way you count matters almost as much as the machines. And that’s exactly what makes the “Bitdeer moment” interesting. Bitdeer claims to have reached 71 EH/s of total hashrate “under management” at the end of December 2025. According to this metric, the company surpasses MARA, which reports 61.7 EH/s of “Energized Compute” and a fleet efficiency of 19 J/TH. The title of “largest Bitcoin miner” therefore depends first and foremost on the definition.

En bref Bitdeer overtakes MARA with 71 EH/s, positioning itself as the No.1 in “managed hashrate”. However, the metrics are not the same: Bitdeer combines self-mining and hosting, while MARA reports an “energized” hashrate. Bitdeer is pushing its SEALMINER chips and accelerating its shift toward AI/HPC. Mining Bitcoin : A throne built on a definition Bitdeer does not just say “we mine bitcoin”. Bitdeer says: we manage. In its 71 EH/s, the company adds its self-mining (55.2 EH/s) and hosted machines (rigs operated for others). In its 71 EH/s, it combines self-mining and machines hosted for third parties, operated in its infrastructures. It’s a broad snapshot, almost “industry” level.

MARA, on the other hand, highlights a stricter measurement. Its public reminder speaks of Energized Compute, meaning the hashrate actually powered, connected, active. The number is clean, readable, and it comes with another signal: the fleet’s energy efficiency. It’s another way to explain Bitcoin mining to the market.

The result is strangely logical. We’re comparing two thermometers that don’t take the temperature in the same place. And Bitdeer gains a narrative advantage: imposing its “hashrate under management” indicator in the conversation already shifts the ranking rules.

SEALMINER : the silent weapon Where Bitdeer really becomes dangerous is not just on one metric. It’s on technology. The company is pushing its SEALMINER range, and announces that the SEAL04-1 chip showed an efficiency of about 6–7 J/TH at the chip level during verification, in low power mode, with mass production targeted in Q1 2026.

Put another way: Bitdeer wants to control more of its chain. To be less dependent on the ASIC market, to produce more, to integrate more. It’s a strategy that goes beyond “classic” Bitcoin mining. It’s no longer just about buying machines. It’s about the ability to decide the pace of fleet evolution.

And the production figures serve as a showcase. Bitdeer states 636 BTC mined in December 2025, against 145 BTC in December 2024. The acceleration is clear. The important detail remains off-screen: how many machines, which generations, what energy cost. But the effect on the bitcoin narrative is immediate.

The real match : AI, energy and treasury The setting has changed. Bitcoin mining is no longer the sole end in itself. Access to energy and buildings “ready for power” becomes a launchpad for HPC and AI. In this view, some miners are more willing to sell their production to finance infrastructures that will survive multiple cycles.

Against this, MARA cultivates a different stance. The company highlights a reserve strategy, with over 50,000 bitcoin in treasury, presented as the result of a HODL approach and a structured accumulation. It’s another style: less “factory”, more “war chest”.

And the market decides without sentimentality. On January 14, 2026, BTDR trades around $12.77 and MARA around $10.95. Bitdeer can win a managed hashrate title, while the real battle is played out on energy, chips, financial discipline… and the ability to stand tall when Bitcoin difficulty accelerates. Meanwhile, the power law model predicts a major test for bitcoin.

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Evans S.

Fascinated by Bitcoin since 2017, Evariste has continuously researched the subject. While his initial interest was in trading, he now actively seeks to understand all advances centered on cryptocurrencies. As an editor, he strives to consistently deliver high-quality work that reflects the state of the sector as a whole.

DISCLAIMER

The views, thoughts, and opinions expressed in this article belong solely to the author, and should not be taken as investment advice. Do your own research before taking any investment decisions.

Journalist

Posted: January 14, 2026

Sui Network experienced an extended mainnet stall on 14 January, temporarily disrupting transactions and access to ecosystem applications.

In a post shared on X, the Sui team confirmed that the network was “currently experiencing a network stall,” adding that the core development team was actively working on a fix. 

Source: X/Sui

The update warned users that dApps such as Slush and SuiScan could be unavailable and that transactions might be delayed or unable to process until normal operations resume.

At the time of writing, the network had not yet fully recovered.

Sui transactions halt as validators fail to finalize blocks On-chain data from Sui explorers revealed a series of stalled or system-level transactions, characterized by repeated entries and failed attempts to finalize blocks. The downtime has been for almost 3 hours at the time of this writing.

While some programmable transactions continued to appear, overall throughput dropped sharply, indicating that validators were unable to consistently agree on new blocks.

Source: Sui scanner

The incident marks one of the more visible disruptions on Sui in recent months. It comes amid renewed attention on the network’s performance during periods of rising activity.

Sui TVL climbs back above $1bn before outage Despite the stall, recent data from DeFiLlama shows that Sui’s total value locked [TVL] had already staged a notable recovery before the disruption.

As of 14 January, Sui’s TVL stood at approximately $1.05 billion, its highest level in several weeks. This represents a rebound from late-December levels, when TVL hovered around the $900 million mark. 

Source: DefiLlama

The rise was accompanied by increased decentralized exchange [DEX] activity, with daily DEX volume reaching roughly $371 million on the same day.

The TVL recovery suggests that capital had been flowing back into Sui-based DeFi protocols, even as broader market conditions remained volatile.

SUI price rebounds toward $2 amid higher volume SUI’s price action also reflected renewed momentum before the network stall.

On the 12-hour chart, SUI was trading at around $1.90, up roughly 4.7% on the day, after rebounding from December lows near $1.40.

Trading volume increased alongside the move, with several recent sessions exhibiting elevated activity compared to late December.

Source: TradingView

However, the rally remains technically fragile. SUI is still trading well below its November highs above $2.50, and the broader trend since October continues to show lower highs despite the recent bounce.

The ongoing network disruption adds layer of uncertainty for short-term price action, particularly if the stall persists.

Network reliability back in focus The Sui team has not yet provided a timeline for full restoration, stating only that updates would be shared as they become available. 

Until then, users and developers remain unable to rely on normal transaction processing.

Final Thoughts Sui’s extended mainnet stall comes at a moment when the network had begun showing signs of renewed momentum, with TVL rebounding above $1 billion and decentralized trading activity picking up. While the outage has not yet triggered a sharp unwind in on-chain capital or price, the incident puts renewed focus on network reliability as usage and liquidity start to return.

Key NotesPrivacy-focused cryptocurrencies experienced significant upward momentum with DASH outperforming major competitors in the category.Exchange relistings and payment platform integrations potentially catalyzed increased trading activity and market participation.Derivatives markets saw substantial forced closures as short positions were liquidated during the price surge. DASH posted a 54% gain over 24 hours, reaching $85.96 as trading volume climbed to $1.29 billion across exchanges.

The token’s daily volume rose 72% from the previous session. Seven-day volume increased 525%, climbing from approximately $39 million on Jan. 10 to $1.29 billion on Jan. 14. Despite the rally, DASH DASH $85.51 24h volatility: 53.0% Market cap: $1.07 B Vol. 24h: $1.34 B remains approximately 94% below its December 2017 peak of $1,493.59. The move extends a seven-day rally that has seen the token gain 107% from its weekly low of $36.87.

DASH price 1D | Source: TradingView

DASH is classified as a privacy coin, a category of cryptocurrency that obscures transaction details using cryptographic features, distinguishing them from transparent blockchains like Bitcoin.

The token led all major privacy coins during the session. Horizen gained 23.1%, Decred added 19.3%, Zcash rose 9.3%, and Monero increased 8.6%, according to CoinGecko category data.

On Jan. 13, Alchemy Pay announced support for DASH, enabling users to purchase the token with credit cards, Apple Pay, and bank transfers across 173 countries, though it remains unclear whether this partnership was a significant driver of the price increase.

We’re excited to support @dashpay on #AlchemyPay’s fiat on-ramp. $DASH can now be purchased with local fiat payments across 173 countries, bringing fast, affordable digital cash closer to everyday use.https://t.co/U6rM4iuCAP$ACH pic.twitter.com/oVbn7gOPh7

— Alchemy Pay|$ACH: Fiat-Crypto Payment Gateway (@AlchemyPay) January 13, 2026

Analyst Commentary Analyst @CryptoWinkle pointed to improved trading access after OKX, a major exchange, relisted the token. The analyst noted that the relisting “restored access and depth, driving participation” while accumulation patterns became visible as selling pressure faded. The move follows OKX’s Nov. 23 Zcash relisting, signaling renewed exchange appetite for privacy tokens.

$DASH: momentum returning@Dashpay posted a sharp +23% daily move, breaking above key resistance as liquidity improved and sellers stepped aside.

What stands out:
1) Liquidity catalyst: OKX relisting restored access and depth, driving participation
2) Structure: Price reclaimed… pic.twitter.com/TwntHAjXXH

— Crypto Winkle (@CryptoWinkle) January 13, 2026

Multiple traders on X observed a broader rotation into privacy-focused assets. Trader @rushicrypto characterized the environment as “privacy season,” while @KookCapitalLLC noted that “privacy betas are going crazy.”

Broader Market Conditions In the derivatives market, traders betting against rising prices were forced to close positions. Total forced closures reached $770.22 million over 24 hours, with short positions accounting for 86.8% of that figure.

The Fear & Greed Index, a market sentiment indicator ranging from 0 (extreme fear) to 100 (extreme greed), registered 48, indicating neutral sentiment. This marked a recovery from 26 the previous day. The broader market added 3.42% to total market capitalization, which reached $3.37 trillion.

The privacy coins category gained 13.1% overall, with a combined market cap of $24 billion. The category has added 24.6% over seven days. While DASH led daily gains, Monero holds the largest market cap in the sector at $13.4 billion. Zcash has struggled following the ECC team’s mass resignation on Jan. 7, which triggered a price drop amid governance disputes with the Bootstrap nonprofit board.

Disclaimer: Coinspeaker is committed to providing unbiased and transparent reporting. This article aims to deliver accurate and timely information but should not be taken as financial or investment advice. Since market conditions can change rapidly, we encourage you to verify information on your own and consult with a professional before making any decisions based on this content.

Cryptocurrency News, News

As a Web3 marketing strategist and former CMO of DuckDAO, Zoran Spirkovski translates complex crypto concepts into compelling narratives that drive growth. With a background in crypto journalism, he excels in developing go-to-market strategies for DeFi, L2, and GameFi projects.

Zoran Spirkovski on X

Key Takeaways SKIL is shifting to an AI-native platform, positioning AI as core to skill management and GTM strategy.SKIL used AI in above 50% of content work in 3Q26, helping cut content and software development costs 2.4%.SKIL is integrating AI and CAISY into next-gen Percipio to enhance learning and aid enterprise contracts. Skillsoft Corp. (SKIL - Free Report) has adopted AI as a native construct inside its platform, which is turning out to be a critical component in the company’s journey. Inclination toward AI is due to the company’s faith in trends shifting toward AI-driven skills management, which is changing the go-to-market (GTM) approach to capturing opportunities.

The CEO stated that the company is pivoting toward an AI-native platform and content provider like Netflix, a pretty optimistic comparison, displaying the management’s confidence. On the operational and content efficiency front, Skillsoft’s AI-led strategy bears fruit. In the third quarter of fiscal 2026, SKIL reported that it used AI in more than 50% of the design, curation and production of its content.

Content and software development expenses dipped 2.4% year over year on the back of productivity gains from utilizing AI. The company has gathered trust points from its customers by using the same AI tools internally that it provides to its customers.

Investors might be taken aback due to the deterioration in SKIL’s revenues, as it dipped 6% year over year to $129 million in the third quarter of fiscal 2026. The primary contributor to this detriment was the Global Knowledge (“GK”) segment, which recorded an 18% year-over-year decline in its revenues. However, the Talent Development Solutions (“TDS”) segment appears promising.

During the recently reported quarter’s earnings call, the CEO remarked that AI is not replacing learning platforms, but rather elevating their strategic relevance. The company’s motives align with the aforementioned phenomenon as it integrates AI and CAISY in the next-gen Skillsoft Percipio to drive enterprise contracts.

SKIL’s Price Performance, Valuation & EstimatesSkillsoft has plummeted 73% in a year against the industry’s 19.4% growth. Meanwhile, SKIL’s industry peer VerifyMe (VRME - Free Report) has fallen 74.1%, while Agora (API - Free Report) has gained 13.2%.

1-Year Share Price PerformanceImage Source: Zacks Investment Research

From a valuation standpoint, SKIL trades at a 12-month forward price-to-sales ratio of 0.14. It trades cheaper than VerifyMe’s and Agora’s 1.04 and 2.94, respectively.

Price/Sales - F12MImage Source: Zacks Investment Research

Skillsoft has a Value Score of A. Agora and VerifyMe carry a Value Score of C.

The Zacks Consensus Estimate for EPS for 2025 is set at $4.17, which has been revised up 19.8% over the past 60 days. The consensus mark for EPS for 2026 is pinned at $4.54, which has been revised down 9.9% over the past 60 days.

Image Source: Zacks Investment Research

SKIL sports a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

Key Takeaways PAAS raised the 2025 silver guidance to 22-25M ounces after producing 15.6M ounces in the past nine months.PAAS has gained a 44% stake in Juanicipio, and is expected to produce 14.7-16.7M ounces in 2025.PAAS expects gains from La Colorada ventilation improvements and higher throughput at El Penon. Pan American Silver Corp. (PAAS - Free Report) delivered a solid performance in the first nine months of 2025, backed by strong production growth and record silver prices. PAAS’s silver production increased 4% year over year in the first nine months of 2025 to 15.6 million ounces. This upbeat performance has set an optimistic tone for the fourth quarter.

In early September, PAAS completed its previously stated acquisition of MAG Silver Corp. Pan American Silver gained a 44% stake in the Juanicipio project, which is a large-scale, high-grade silver mine in Zacatecas operated by Fresnillo plc. PAAS’s production outlook for the Juanicipio mine is at 14.7-16.7 million ounces of silver for 2025.

Considering a month of strong performance from its stake in the Juanicipio mine, Pan American Silver increased its 2025 silver production outlook to 22-25 million ounces at the end of the third quarter of 2025 from the prior stated 20-21 million. The company produced 21.1 million ounces of silver in 2024.

The results will also benefit from higher output at La Colorada mine due to a significant improvement in ventilation conditions. In the first nine months of 2025, El Peñon saw gains attributed to higher throughput, resulting from higher silver grades. Huaron reported improved numbers due to higher throughput from additional development meters and tons, but at lower grades. These will also aid the company’s upbeat guidance.

Pan American Silver Peers’ 2025 GuidanceHecla Mining Company (HL - Free Report) projected 2025 silver production of 16.2-17 million ounces. Hecla Mining produced 16.2 million ounces of silver in 2024.

Avino Silver & Gold Mines Ltd. (ASM - Free Report) expected 2025 production of 2.5-2.8 million silver equivalent ounces (AgEq). Avino Silver produced 2.65 million ounces of AgEq in 2024.

PAAS’ Price Performance, Valuation & EstimatesPan American Silver’s stock has skyrocketed 167.9% in a year compared with the industry’s upsurge of 212.9%. Meanwhile, the Basic Materials sector has risen 41.3% and the S&P 500 has returned 21.3%.

Image Source: Zacks Investment Research

PAAS is currently trading at a forward 12-month price-to-earnings multiple of 15.20X, at a discount to the industry average of 20.12X.

Image Source: Zacks Investment Research

In comparison, Avino Silver and Hecla Mining are trading higher at 22.45X and 41.91, respectively.

The Zacks Consensus Estimate for Pan American Silver’s earnings for 2025 and 2026 has moved up 2.8% and 7.9%, respectively, over the past 60 days.

Image Source: Zacks Investment Research

The consensus mark for 2025 earnings is pegged at $2.21 per share, indicating a year-over-year upsurge of 179.7%. The estimate for 2026 of $3.67 suggests an increase of 66.1%. 

Image Source: Zacks Investment Research

PAAS currently flaunts a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Key Takeaways Realty Income offers stability with broad diversification, high occupancy and dividend growth.Prologis saw strong Q3 leasing activity and sharp rent growth as older leases rolled over.PLD is expanding development and data center capacity to drive long-term cash flow growth. Choosing between Realty Income (O - Free Report) and Prologis (PLD - Free Report) is not a simple income-versus-growth debate. Both are high-quality REITs with long operating histories, strong management teams and global portfolios. Yet, they are built for very different investor needs. Realty Income is designed to deliver consistency and predictability, while Prologis is structured to capture long-term growth tied to global logistics and infrastructure trends.

What makes this comparison timely is how each company is positioning itself for the next phase of the real estate cycle. Realty Income is leaning into scale, diversification and partnerships to reinforce stability. Prologis is doubling down on secular demand drivers such as e-commerce, supply-chain reconfiguration and data infrastructure. These choices shape not only near-term performance but also how each company compounds value over time.

For investors deciding where to allocate capital today, the key question is not which company is safer, but which one is better positioned to grow cash flows steadily in a changing global economy.

The Case for Realty IncomeRealty Income’s biggest strength is the durability of its business model. As of the third quarter of 2025, the company owned more than 15,500 properties leased to more than 1,600 tenants across 92 industries, with portfolio occupancy close to 99%. This level of diversification reduces dependence on any single tenant or sector and supports reliable rent collection through different economic cycles. During the third quarter of 2025, rent recapture on expiring leases exceeded 100%, showing that Realty Income has been able to maintain pricing power even in a cautious environment.

The company has also remained very active on the capital deployment front. In the third quarter alone, Realty Income invested about $1.4 billion, taking year-to-date investments to nearly $4 billion. Europe has become an increasingly important growth market, accounting for a large share of new investments, while strategic initiatives such as the partnership with GIC and the $800 million preferred equity investment in CityCenter Las Vegas expand the company’s opportunity set beyond traditional net lease acquisitions. Management raised full-year 2025 investment guidance to roughly $6 billion.

From an income perspective, Realty Income continues to do what it is best known for. The company declared its 133rd common stock monthly dividend increase in 2025, reinforcing its reputation as a dependable income generator. This consistency is supported by long lease terms, high-quality tenants and disciplined balance sheet management, which together help smooth earnings and cash flows.

That said, the price of Realty Income’s stability is measured growth. Same-store revenue gains are steady but limited, and the net lease structure caps upside in stronger economies. Exposure to select retail tenants requires ongoing credit vigilance, while broad diversification reduces sensitivity to faster-growing sectors, slightly moderating near-term growth potential.

The Case for PrologisPrologis operates at the center of global logistics, a segment supported by long-term structural demand rather than short-term economic cycles. In the third quarter of 2025, Prologis signed nearly 62 million square feet of leases, one of the strongest leasing quarters in its history. Portfolio occupancy improved sequentially to about 95.3%, while rent change was strong, with net effective rent growth close to 50% and cash rent growth around 29% during the quarter. These figures highlight the company’s ability to capture mark-to-market gains as older leases roll over.

Prologis also increased its full-year development starts outlook to as much as $3.25 billion at its share, with more than half of development activity tied to build-to-suit projects for large global customers. This approach reduces leasing risk while locking in long-term demand.
One of Prologis’ most important differentiators is how it is expanding beyond traditional warehouses. With 5.2 gigawatts of power either secured or in an advanced stage, Prologis is one of the largest owners of utility-fed power available for data centers, representing billions of dollars in long-term investment opportunity. This strategy ties Prologis directly to growth in cloud computing, AI workloads and digital infrastructure while leveraging its existing land bank and customer relationships.

Balance sheet strength further supports this growth. Prologis ended the quarter with an in-place cost of debt around 3.2%, an average debt maturity of more than eight years and broad access to global capital markets. This financial flexibility allows the company to invest through cycles without sacrificing long-term returns.

While there are some risks to consider with industrial real estate being influenced by global trade and economic conditions, these negatives are relatively limited when weighed against the company’s leasing momentum, embedded rent growth, and expanding development and data center platforms.

How Do Estimates Compare for Realty Income & Prologis?The Zacks Consensus Estimate for Realty Income’s 2025 and 2026 sales implies year-over-year growth of 8.49% and 7.48%, respectively. The consensus mark for 2025 and 2026 funds from operations (FFO) per share suggests year-over-year growth of only 1.67% and 3.69%, respectively. Moreover, over the past two months, estimates for O’s 2025 FFO per share have been tweaked southward, while estimates for 2026 have been kept unchanged.

For Realty Income:

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for Prologis’ 2025 and 2026 sales calls for year-over-year growth of 8.72% and 6.30%, respectively. The consensus mark for 2025 FFO per share has remained unchanged over the past two months, while the same for 2026 has declined a tad to $5.80 and $6.08. However, the figures suggest a year-over-year increase of 4.32% and 4.72%, respectively.

For Prologis:

Image Source: Zacks Investment Research

Price Performance and Valuation of O & PLDOver the past six months, Realty Income shares have risen 4.5%, while Prologis stock has rallied 19.9%. In comparison, the S&P 500 composite has advanced 14.8% in the same time frame. 

Image Source: Zacks Investment Research

O is trading at a forward 12-month price-to-FFO, which is a commonly used multiple for valuing REITs, of 13.38X, which is above its three-year median.

Meanwhile, PLD is presently trading at a forward 12-month price-to-FFO of 21.37X, which is also above its three-year median of 20.86X. Both O and PLD carry a Value Score of D.

Image Source: Zacks Investment Research

Conclusion: PLD Has the EdgeRealty Income remains a high-quality REIT built for investors who prioritize steady income and low volatility. Its scale, diversification and disciplined approach provide confidence that cash flows will remain resilient over time. However, Prologis combines financial strength with exposure to powerful secular growth drivers in logistics, supply chains and digital infrastructure. With strong leasing activity, meaningful embedded rent growth and a growing data center opportunity, Prologis offers a clearer path to sustained long-term cash flow expansion.

For investors choosing between the two, PLD emerges as the stronger stock to consider. Estimate revisions also suggest that Prologis stands out as the better REIT pick currently.

While PLD carries a Zacks Rank #2 (Buy), O has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Note: Anything related to earnings presented in this write-up represent funds from operations (FFO) — a widely used metric to gauge the performance of REITs.

A version of this article first appeared in CNBC's Healthy Returns newsletter, which brings the latest health-care news straight to your inbox. Subscribe here to receive future editions.

Good morning from San Francisco! It's day three of the annual JPMorgan Healthcare Conference – the biggest gathering of biotech and pharma execs, investors and analysts in the U.S.

The sun has been shining this week, and so has the sector's optimism. Several drugmakers, investors and advisors suggest that 2026 is already shaping up to be a good — or at least better — year than the last, with major drug pricing and tariff headwinds largely settled, interest rates falling, and, most importantly, encouraging science emerging from companies big and small.

On the dealmaking front, it's been relatively quiet this week. No major tie-ups have been announced, but that doesn't mean they aren't on the way. Meanwhile, companies are charting their year ahead, highlighting key business and drug pipeline updates. 

Here's a recap of what I've heard from my conversations with a few major CEOs. 

Novo Nordisk CEO Mike Doustdar told me in a Monday interview that the company's brand-new oral GLP-1 for obesity, the Wegovy pill, and its injectable counterpart under the same name will allow it to expand the incretin market in 2026. 

But he said this year "will be the year of price pressure" following a drug pricing deal Novo Nordisk struck with President Donald Trump in November, along with the introduction of cheaper generic versions of some of the company's drugs in certain international markets. 

"When the price goes down, you feel the impact of it immediately," Doustdar said. But he added that the company seeks to build volume growth to offset those price cuts, which "will not be overnight." 

Doustdar added that on top of progressing its own pipeline, Novo Nordisk will be active on the business development side to "see if anyone else out there has something that can complement our own pipeline." Those comments come after Novo Nordisk lost a heated bidding war with Pfizer last year over the obesity biotech Metsera. 

Bristol Myers Squibb CEO Chris Boerner told me in a Tuesday interview that the company has the potential to deliver up to 10 new products by the end of the decade. Those comments come as Bristol Myers Squibb prepares to offset losses from an upcoming loss of exclusivity cycle of blockbuster drugs over the next several years, which will allow generic competitors to come to the market. 

"We've intentionally built this portfolio to be quite diverse and so while we know not everything is going to work, we feel really good about the substrate we have in late-stage development, and the mid-stage pipeline is also progressing nicely," he said. 

Boerner highlighted 11 late-stage program readouts in 2026 across six potential new products. That includes the upcoming Alzheimer's psychosis trials — called the Adept program – for Cobenfy, the company's prescription medication approved in late 2024 for treating adults with schizophrenia. 

When it comes to business development, Boerner said the company is "casting a wide net." He added that Bristol Myers Squibb is hoping to build on the core therapeutic areas it knows well, look across different phases of development and focus on "the best, most innovative science that we can find" to tackle difficult-to-treat diseases. 

Pfizer CEO Albert Bourla said the company is "all in on obesity" following its roughly $10 billion acquisition of the obesity biotech Metsera last year. Speaking to a group of reporters on Monday, Bourla said the company plans to launch 10 different late-stage studies of obesity products from Metsera by the end of the year, including one study it started ​in November. 

He also said there were a few things Pfizer didn't take into account when negotiating that Metsera deal, including the large out-of-pocket market for obesity drugs, where patients are willing to pay for treatments with cash. Bourla likened the opportunity to Pfizer's experience with Viagra, which the company launched in 1998.

"Both Lilly and Novo presented their sales and had significant sales outside the reimbursement system. Basically, outside the U.S., we were calculating very limited sales," Bourla said. "Now we see that this operates almost like ‌Viagra, where people were willing to pay and buy it, although it was not reimbursed at all."

And here's some of the other pharma news that came up during the conference: 

Eli Lilly and Nvidia on Monday announced that the two companies would jointly invest up to $1 billion over five years to create a lab in San Francisco focused on using AI to accelerate drug discovery.AbbVie on Monday struck a deal with the Trump administration to lower some of its drug prices and invest $100 billion domestically over the next decade in exchange for an exemption from tariffs and "future pricing mandates." The company is now among more than a dozen large drugmakers that struck similar agreements with Trump as part of his "most favored nation" policy.AbbVie also said Monday it has agreed to pay $650 million upfront to license an experimental cancer therapy from China's RemeGen, in a deal that could eventually be worth nearly $5.6 billion. Feel free to send any tips, suggestions, story ideas and data to Annika at a new email: [email protected].

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

The author expresses only personal opinions and does not provide financial advice. The content is for informational purposes only and should not be considered as investment recommendations. The author assumes no responsibility for any investment decisions made based on this article. Always conduct your own research or consult with a financial advisor before making any investment choices. The author makes no guarantees regarding the data, and the user agrees that the author shall not be held liable for the user's use of the data.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

M's trades at a steep valuation discount even as earnings estimates rise and management lifts guidance under its Bold New Chapter strategy.

HomeStock IdeasLong IdeasTech 

SummaryI am reiterating a Buy rating on Oracle Corporation despite recent revenue misses and negative free cash flow driven by aggressive, debt-fueled capex.Oracle's $523B+ backlog, heavily reliant on OpenAI (60%), presents execution and timing risks, but Meta's Meta Compute is proof that the AI-arms race is not slowing down.This should help bolster investor confidence in ORCL’s backlog that is being heavily discounted at the moment, along with potential cloud computing deals with Meta that may occur in 2026.2026 is set to be a 'show me' year for ORCL; successful RPO conversion and contract wins are key to rerating potential, with current pessimism likely overdone.Looking for more investing ideas like this one? Get them exclusively at The REIT Forum. Learn More » Dragon Claws/iStock via Getty Images

Introduction & Investment Thesis When I last wrote about Oracle Corporation (ORCL) before its Q2 FY26 earnings, I rated the stock a Buy. Unfortunately, the stock dropped after its earnings, when the

Analyst’s Disclosure:I/we have a beneficial long position in the shares of AMZN, GOOG, MSFT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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SummaryAIRO (AIRO) underperformed the defense rally despite a proposed $1.5T budget, reflecting execution skepticism rather than weak demand.Strong liquidity of $83.7M cash plus $89.4M follow-on proceeds materially reduces near-term dilution risk.Gross margins remain structurally solid at 58.1% YTD, supporting operating leverage once production stabilizes.JV closure, certifications, and backlog conversion are dull but decisive catalysts that can trigger a nonlinear rerating. Hyunho Song/iStock via Getty Images

The recent defense rally provided a clean hit to see how markets truly react to uncertainty. A proposed $1.5 trillion US defense budget gave the sector a kick start and the predictable group of

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in AIRO over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Key Takeaways Strong sales growth is key for share outperformance.PLTR, HOOD, and W are all seeing favorable top-line trends. The outlook for each remains favorable, underpinned by positive revisions. Revenue growth is the foundation of profits. Strong top-line trends enable companies to scale, operate more efficiently, reinvest in the business, and steadily build shareholder value.

In recent months, several companies – Wayfair (W - Free Report) , Robinhood (HOOD - Free Report) , and Palantir (PLTR - Free Report) – have reported quarterly results showing accelerating sales growth. Companies showing this favorable trend often see their shares benefit as a result, also regularly seeing upward sales revisions.

Wayfair Enjoys MomentumWayfair posted a double-beat against our headline expectations in its latest release, with adjusted EPS of $0.70 climbing 220% year-over-year and sales of $3.1 billion growing 8.1%. The company’s YoY sales growth rates have turned around nicely. 

Image Source: Zacks Investment Research

Wayfair’s orders delivered grew by more than 5% year-over-year, with new orders now increasing in the mid-single digits in back-to-back periods. The company has now penciled in a few sizable beats concerning Orders Delivered, reflecting the above-mentioned momentum.

Image Source: Zacks Investment Research

Analysts have bullishly raised their current-year sales expectations for the company. Sales are forecasted to grow nearly 5% YoY in its current fiscal year, the first positive change since 2020.

Image Source: Zacks Investment Research

Palantir Breaks Records (Again)Quarterly sales of $1.2 billion in Palantir’s release reflected a record, climbing 63% from the year-ago period. Growth was broad-based, with US commercial revenue surging 121% YoY and US government revenue shooting 52% higher.

Below is a chart illustrating the company’s YoY revenue growth rates, expressed as a percentage, on a quarterly basis.

Image Source: Zacks Investment Research

PLTR inked many lucrative deals throughout the period, also closing a record-setting $2.8 billion in Total Contract Value (TCV), up 340% from the same period last year. And to top it off, Customer count grew by 45% YoY.

Analysts have raised their current-year sales expectations in a big way for PLTR, with sales expected to climb 54% year-over-year.

Image Source: Zacks Investment Research

HOOD Reports Surging ActivityRobinhood’s latest quarterly results broke records across several key metrics, also crushing our consensus EPS and sales estimates. Sales grew an impressive 100% year-over-year to a record $1.3 billion, whereas adjusted EPS soared 260%.

Net deposits of $20 billion reflected a quarterly record, with average revenue per user (ARPU) also climbing 82% year-over-year. Activity was broadly strong across its platform, with crypto, options, and equities revenues climbing 300%, 50%, and 86%, respectively.

Below is a chart illustrating the company’s YoY revenue growth rates, expressed as a percentage, on a quarterly basis.

Image Source: Zacks Investment Research

Sales expectations have followed a very bullish path, with HOOD expected to see 82% YoY revenue growth in its current fiscal year.

Image Source: Zacks Investment Research

Bottom Line

Strong sales growth leads to many obvious benefits, as it’s the foundation of generating profits. Above-average top line trends often lead to stock outperformance, as it’s commonly a reflection of red-hot demand, such as we’ve seen with Palantir (PLTR - Free Report) and Robinhood (HOOD - Free Report) . And in the case of Wayfair (W - Free Report) , the top-line turnaround reflects a key inflection point for the company, suggesting that a very tough period may now be in the rearview.

Pre-markets started today’s early session slightly in the red, and have slid a tad deeper upon economic reports out an hour ahead of the opening bell. Currently, the Dow is -150 points, the Nasdaq is -140 and the S&P 500 is -28. The small-cap Russell 2000 is -7 points at this hour.

November PPI Shows Growing Wholesale InflationHeadline Producer Price Index (PPI) data for November — delayed due to last fall’s long federal government shutdown — looked benign to positive on first glance, especially month over month, but also revealed some higher numbers when we peek under the hood a minute. Headline PPI reached +0.2%, up from the downwardly revised +0.1% for October, and below the +0.3% consensus estimate.

Stripping out volatile food and energy prices brings us the core PPI rate month over month, which reached 0.0% in November — down from the upward revision to +0.3% the prior month. There’s nothing to holler about with an unched core PPI rate, but where we see the damage is when we strip away food, energy and trade: +0.2% for the November print, coming down from a big upward revision to +0.7% the previous month.

Year over year PPI came up last month, to +3.0% from an upwardly revised +2.8%. This is the first “3-handle” on yearly PPI since September. Core PPI year over year also reached +3.0%, 10 basis points (bps) higher than the unchanged +2.9% from October. Ex-food, energy and trade, this metric blossoms up to +3.5% — the highest we’ve seen since March of last year.

Following yesterday’s retail-oriented Consumer Price Index (CPI) numbers, which were uniformly agreeable with a growing economy that doesn’t have out-of-control inflation, today’s wholesale PPI numbers throw a little cold water on that. A +3.5% read on ex-food, energy and trade year over year is not great news. Keep in mind we’re still playing catch-up, too: December PPI numbers don’t hit the tape for another couple weeks.

Retail Sales Increase in NovemberAnother delayed econ report this morning, due to the government shutdown, is U.S. Retail Sales — also for November. A headline of +0.6% is more robust than the +0.4% estimated, and a bigger jump from the downwardly revised -0.1% reported the prior month. Ex-autos, this number remains strong: +0.5%, more than double the downwardly revised +0.2% from October.

Stripping out autos and gasoline costs, Retail Sales were still +0.4% for the month, as is the core print — down from +0.6% in the prior report. These are mostly pre-holiday shopping numbers, and we see the U.S. consumer continuing to pull their weight. By most accounts, holiday shopping went swimmingly, as well, so we might expect further robust numbers on Retail Sales in the next report.

Q4 Bank Earnings Mostly Better than ExpectedA slew of big banks have reported Q4 earnings results this morning, following JPMorgan’s numbers which kicked off earnings season yesterday morning. Citigroup ((C - Free Report) , Bank of America ((BAC - Free Report) and Wells Fargo ((WFC - Free Report) all beat bottom-lines estimates: +1.81 per share for Citi, 98 cents for BofA and $1.76 per share for Wells Fargo.

However, while Citi benefited from putting less into troubled loans, Wells Fargo saw a revenue miss based on high-than-anticipated severance costs. Bank of America saw its Net Interest Income rise in the quarter. BofA and Citi both have only missed on their bottom lines once in the past five years. Citi shares are up on this news at this hour, BofA and Wells are both down -2% on a tough trading morning.

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Tesla (NASDAQ:TSLA) stock surged to a new all-time high of $498.83 in December, driven by optimism around its artificial intelligence (AI), robotics, and energy initiatives. However, shares have since pulled back 11%% amid broader market concerns. While these ancillary businesses contributed to the stock’s rally, Tesla remains primarily an electric vehicle (EV) company, even as global deliveries declined 8.6% in 2025 to 1.6 million units — the steepest annual drop in its history and the second consecutive year of falling sales. 

Deliveries were down sharply in key markets like Europe (down almost 28%) and China (hitting a three-year low in October). Now, Tesla faces intensified pressure on the automotive front following Nvidia‘s (NASDAQ:NVDA) CES 2026 reveal earlier this month of advanced technology that could challenge its dominance in autonomous driving.

Nvidia’s Deep Roots in Automotive Tech Nvidia has been a key player in the automotive sector since 2015 with its DRIVE platform, a scalable architecture for autonomous vehicles. DRIVE integrates high-performance computing, sensors, and software to enable advanced driver assistance and full autonomy. By 2026, the ecosystem includes partnerships with automakers like Mercedes-Benz and Volvo, using DRIVE Hyperion for Level 4-ready systems. The platform processes data from cameras, radars, and LiDAR, supporting simulation for safe testing. This long-term involvement has positioned Nvidia as a supplier-agnostic enabler, contrasting with Tesla’s vertically integrated approach.

The Alpamayo Breakthrough At CES 2026 in Las Vegas, Nvidia unveiled the Alpamayo family, an open-source portfolio of AI models, simulation tools, and datasets aimed at accelerating safe, reasoning-based autonomous vehicle development. Alpamayo 1, a 10-billion-parameter vision-language-action model, introduces chain-of-thought reasoning to handle complex, rare scenarios like unpredictable pedestrians or adverse weather. 

Paired with AlpaSim for high-fidelity testing and 1,700 hours of curated driving data, it emphasizes explainability and safety. Mercedes-Benz plans to integrate it into vehicles like the CLA, with U.S. deployments starting this year.

Alpamayo could also revolutionize self-driving by enabling any automaker to become an AV producer through open models that integrate with existing fleets. Developers can fine-tune on proprietary data and validate in simulation before deployment. Uber Technologies (NYSE:UBER), for example, has partnered on Alpamayo and DRIVE AGX Hyperion 10 for Level 4 autonomy, aiming to scale to 100,000 vehicles by 2027 with Stellantis (NYSE:STLA) initially supplying the cars. Others, including Bosch and Magna, are expanding adoption, potentially flooding the market with competitive AV options.

Tesla’s Growing Rivalries Tesla, which is counting on its Cybercab to help revive its fortunes when it begins its production in Q2, trails Alphabet‘s (NASDAQ:GOOG)(NASDAQ:GOOGL) Waymo in autonomy, with Waymo logging over 100 million driverless miles and 450,000 weekly paid rides across five U.S. cities. Tesla’s 7 billion miles are supervised, requiring human intervention.

As more manufacturers adopt Alpamayo, Tesla could face more competition, eroding its EV sales further amid already declining deliveries.

Is Tesla panicking yet? Elon Musk announced on X that Tesla will stop selling Full Self-Driving (FSD) as a one-time $8,000 purchase after Feb. 14, offering it only as a $99 monthly subscription. This aims to boost adoption (currently at 12% of owners) and generate recurring revenue amid slumping sales. It may also hedge legal risks tied to unfulfilled autonomy promises. With more AV choices emerging, Tesla’s sales decline could worsen.

Key Takeaway Nvidia’s Alpamayo isn’t an immediate Tesla-killer but could erode its edge by democratizing AV tech for rivals, pressuring Tesla’s core EV business amid an ongoing decline in EV demand. Still, Tesla’s long-term outlook as the U.S. EV leader remains strong, with analysts forecasting 12% delivery growth to 1.83 million in 2026, aided by a refresh of its Model Y. 

Ancillary segments like energy storage (up significantly) and robotics could offset car woes, but success hinges on ramping up its robotaxi ambitions. Investors shouldn’t be too concerned yet about this threat, though it is real. And if it hits its autonomy milestones, Tesla stock could be considered a buy at this price point. 

Although Tesla stock still trades at a premium, caution is warranted so I wouldn’t be picking up large tranches of shares just yet until it shows clear progress is being made.

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United Community Banks, Inc. (UCB) Q4 2025 Earnings Call Transcript

David Bianco, Americas CIO at DWS Group, joins 'Money Movers' to discuss bank earnings, market themes, and more.

Key Takeaways NVTS is exiting lower-margin mobile business to focus on AI data centers and high-power markets.NVTS offers GaN and SiC solutions across the full power path and is part of NVIDIA's 800V AI ecosystem.Material revenue from the AI data center is expected in 2027, with 2026 seen as a transition year for NVTS. Navitas Semiconductor (NVTS - Free Report) is shifting its focus toward AI data centers. The company is moving away from lower-margin mobile and consumer products and putting more effort into high-power markets, such as AI data centers, performance computing, energy and grid infrastructure, and industrial electrification.

AI data centers are pushing power demand higher. This is where Navitas Semiconductor's gallium nitride (GaN) and high-voltage silicon carbide (SiC) products can help improve efficiency and power density in these high-power systems. The company also highlighted that it offers both GaN and SiC solutions across the full power path from the grid to the GPU.

Navitas Semiconductor’s inclusion in NVIDIA’s next-generation 800-volt DC “AI factory” ecosystem bodes well for the company's prospects as well. NVIDIA has named Navitas Semiconductor as a power selector partner for this architecture. This matters because it positions NVTS in a large, fast-growing market where power design is becoming a priority.

NVTS is building products for these high-power needs. The company has begun sampling mid-voltage GaN devices at 100 volts, which target the final stages of power conversion inside AI servers. Navitas Semiconductor has already started sampling 2.3 kV and 3.3 kV SiC modules for grid and energy storage systems to support rising power demand from AI infrastructure.

Still, meaningful revenues from AI data centers will not show up before 2027. Navitas Semiconductor expects 2026 to be a transition year, with small but growing shipments tied to traditional server power supplies. The above-mentioned factors demonstrate how NVTS is making a long-term bet on AI data center power upgrades. Navitas Semiconductor 's future growth will depend on whether it can execute fast enough, win multi-generation designs, and scale supply to benefit as the AI power cycle ramps up.

How Competitors Fare Against Navitas SemiconductorThe company faces strong competition from Wolfspeed (WOLF - Free Report) and ON Semiconductor (ON - Free Report) in the race to supply high-voltage solutions for AI data centers.

Wolfspeed is a key supplier for high-voltage applications in the SiC ecosystem. Wolfspeed is building a $3-billion Mohawk Valley fab to supply SiC for high-voltage systems, including AI data center power infrastructure.

ON Semiconductor is expanding its SiC portfolio and targeting cloud infrastructure customers with integrated power modules. ON Semiconductor has also partnered with NVIDIA to accelerate the move to 800 Volts DC power systems for next-generation AI data centers.

NVTS' Price Performance, Valuation & EstimatesShares of Navitas Semiconductor have rallied 51.8% in the past six months compared with the Zacks Electronics – Semiconductors industry’s growth of 27.9%.

NVTS 6-month Price Return Performance
Image Source: Zacks Investment Research

From a valuation standpoint, Navitas Semiconductor trades at a forward price-to-sales ratio of 61.19X, significantly higher than the industry’s average of 8.72X.

NVTS Forward 12-Month P/S Ratio
Image Source: Zacks Investment Research

The Zacks Consensus Estimate for Navitas Semiconductor’s 2026 bottom line is pegged at a loss of 19 cents per share. The estimates for 2026 loss per share have narrowed by 2 cents over the past 60 days.

Image Source: Zacks Investment Research

Navitas Semiconductor currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.