Short sellers are having a moment. And tech CEOs are having feelings about it.

Palantir’s $PLTR ( ▼ 2.4% ) Alex Karp is on CNBC calling them unethical. Sam Altman says he wishes OpenAI were public so critics could short it and get burned. And Nvidia $NVDA ( ▼ 1.21% ) CEO Jensen Huang is telling everyone who will listen that the AI bubble talk is nonsense.

You know what they say. You either die a hero or live long enough to see yourself become GameStop $GME ( ▼ 2.66% ).

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Newmont $NEM ( ▼ 5.64% ) and Freeport-McMoRan $FCX ( ▼ 2.94% ) fell as gold and silver prices slid.

DigitalBridge $DBRG ( ▲ 9.63% ) jumped after SoftBank $SFTBY ( ▲ 1.06% ) agreed to acquire the company for $4B.

Nvidia $NVDA ( ▼ 1.21% ) shares consolidated following news of its Groq asset purchase.

Praxis Precision Medicines $PRAX ( ▲ 13.25% ) was named a top 2026 pick by BTIG.

AXT $AXTI ( ▼ 5.08% ) announced a public offering of more than 7M shares.

To monitor hot stocks in real time, check out The Street Feed.

In 2025, the AI trade typically started with cloud giants. Wells Fargo $WFC ( ▼ 0.78% ) thinks the next wave may live closer to the device.

The firm just initiated coverage on computer-to-human interface device maker Synaptics $SYNA ( ▲ 2.14% ) with an Overweight rating. The bank called the stock an intriguing way to play edge AI heading into 2026, and assigned a price target of $95, implying nearly 27% upside from today’s close.

Synaptics shares have gone largely nowhere this year. But Wells Fargo analyst Joe Quatrochi sees that as an opportunity, arguing the company is in the middle of a strategic transition the market has not fully priced in.

Synaptics built its name in smartphones and laptops. But its future, according to Wells Fargo, sits in edge AI. The firm is shifting its focus from PC chips to become an Internet of Things-focused semiconductor supplier. That means chips that process data directly on devices like smart appliances, wearables, and industrial sensors, without relying on the cloud.

This matters because always-on devices need speed, efficiency, and low power consumption. Quatrochi points to industry data showing the edge AI compute market growing rapidly over the rest of the decade.

A key catalyst is Synaptics’ partnership with Alphabet $GOOGL ( ▲ 0.02% ). The companies are integrating Google’s open source machine learning core directly into its hardware, which could shorten adoption cycles for customers building AI-enabled devices.

According to Wells Fargo, Synaptics offers something rare. It’s a small-cap AI story tied to real hardware demand, not just cloud spend.

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Axios: Silver prices fell over 6% after topping $80 for the first time, as CME margin hikes triggered a pullback from record highs.

CNN: Lululemon $LULU ( ▲ 1.71% ) founder Chip Wilson launched a proxy fight, nominating new directors after CEO Calvin McDonald’s exit and stock slump.

USA Today: Wendy's $WEN ( ▼ 0.36% ) offered 1-cent Jr. Bacon Cheeseburgers via its app on Dec. 30 to mark National Bacon Day.

QZ: OpenAI is hiring for a new role, Head of Preparedness, to oversee AI risk evaluation. It pays a whopping $555K annually, plus equity.

CNBC: SoftBank $SFTBY ( ▲ 1.06% ) agreed to buy DigitalBridge $DBRG ( ▲ 9.63% ) for $4B cash, expanding its AI infrastructure push.