^{_{Welcome to the TraderTV Live Morning Research Note. Here's what's making major moves in the market today.}}

0830 - Nonfarm payrolls for December: Expected 70k; Prior 64k
0830 - Unemployment rate for December: Expected 4.5%; Prior 4.6%
0830 - Average earnings y/y for December: Expected 4.5%; Prior 4.6%
0830 - Building permits for September: Expected 1.35M; Prior 1.33M
0830 - Housing starts for September: Expected 1.33M; Prior 1.307M
1000 - Supreme Court opinion on US tariffs (tentative)
1000 - UMich consumer sentiment for January: Expected 53.5; Prior 52.9

Nuclear Companies

+13.55%

Gapping up after Meta Platforms signed 20-year agreements to buy power from three Vistra nuclear plants and to partner with Oklo and TerraPower on developing small modular reactors in the US. The deals aim to secure long-term electricity supply as AI-driven data center growth pushes US power demand higher for the first time in decades.

SMR, OKLO, VST, CEG, NNE

Intel Corp (INTC)

+2.56%

Trading higher premarket after US President Donald Trump touted the company’s newly launched sub-2nm U.S.-designed and manufactured processor and highlighted the US government’s equity stake in the company. Trump claimed that the government’s investment has already generated tens of billions in gains and framed the milestone as evidence of a push to bring leading-edge chip manufacturing back to the US. The comments, made in a Truth Social post shared on Friday, follow a meeting between Trump and Intel CEO Lip-Bu Tan.

Homeownership Companies

+7.07%

Trading sharply higher as a group President Trump proposed a $200 billion government purchase of mortgage bonds aimed at lowering mortgage rates and boosting housing affordability. The plan raised expectations for renewed demand in the rate-sensitive housing market, outweighing earlier concerns about a proposed ban on institutional homebuying.

OPEN, OFPD, RKT

Oil and Gas Companies

+0.21%

On watch as a group ahead of President Trump’s meeting with executives in this industry, scheduled to take place at 2:30 PM ET on Friday, January 9. The meeting, expected to include executives from the likes of Exxon Mobil and Chevron, reflects the U.S. administration’s push to explore investment and production opportunities in Venezuela’s oil sector.

OXY, XOM, COP, CVX, DVN

General Motors Co (GM)

-1.91%

Trading lower premarket after the company announced it will take a $6 billion charge to unwind portions of its electric-vehicle investments as it scales back EV production amid weaker demand and policy shifts under the Trump administration. Most of the charge, including a $4.2 billion cash component, reflects contract cancellations and settlements with suppliers that had planned for much higher EV volumes.

Taiwan Semiconductor Manufacturing Co Ltd (TSM)

+0.63%

The company reported fourth-quarter revenue of T$1.046 trillion, up 20.45% year over year and above forecasts, driven by strong AI-related demand. The company will release full Q4 earnings and updated guidance on January 15, including outlooks for revenue growth and capital spending.

Sandisk Corp (SNDK)

+1.01%

DigiTimes reported that the company is offering 1–3 year NAND supply contracts that require 100% upfront cash payment, shifting pricing and inventory risk to customers. The move reflects tightening NAND supply and rising prices expected to persist through 2026.

Amazon.com Inc (AMZN)

-0.35%

Stifel reiterated a Buy rating on the stock, calling it a top pick for the year on expectations that AWS growth reaccelerates in 2026 as capacity expands and custom silicon potentially boosts investor optimism. The firm is also bullish on Amazon’s advertising businesses—especially Prime Video and Retail Media—as ad dollars shift from linear TV to digital, even if long-term competitive dynamics remain uncertain.

Big Tech

+0.07%

Reuters reported that the EU’s upcoming Digital Networks Act, set to be unveiled Jan. 20, is expected to avoid imposing binding new obligations on major US tech firms, instead favoring a voluntary cooperation framework. The proposal prioritizes telecom investment and infrastructure upgrades, though it may face pushback from national regulators. This act still requires approval from member states and the European Parliament.

GOOGL, META, MSFT, NFLX, AAPL

Tilray Brands Inc (TLRY)

+11.39%

Gapping up after its Q2 2026 earnings report. Sales of $217.507 million beat estimates of $210.95 million, with adjusted earnings of $0.01 per share far exceeding the estimated $0.20-per-share loss. Net revenue and cannabis net revenue each grew by 3% year-over-year, though every other revenue category was flat or declined on a year-over-year basis.

Plug Power Inc (PLUG)

+0.86%

Trading with heightened premarket volume following a downgrade from TD Cowen. The analyst cut its rating on Plug Hold from Buy and lowered its price target to $2 from $4, citing ongoing execution risk and demand weakness in material handling and electrolyzers. While the firm expects improving margins in 2026 and a potential path to EBITDA breakeven in 2027, it prefers to step aside until execution improves.

La Rosa Holdings (LRHC)

+62.82%

Gapping up after closing the first $11 million tranche of its $250 million convertible note facility, giving it total potential financing of $1.25 billion when combined with existing equity capacity. The company plans to use the capital to scale its AI infrastructure strategy, develop advanced data center facilities, and pursue partnerships and joint ventures in the AI computing space.