SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

ZIM Integrated Shipping Services Ltd. engages in the provision of shipping and logistics services. It offers shipping solutions, including the transportation of out-of-gauge cargo, refrigerated cargo, and dangerous and hazardous cargo. The company was founded on June 7, 1945 and is headquartered in Haifa, Israel.

Zim Integrated Shipping Services Ltd

ZIM Integrated Shipping Services is trending as Hapag-Lloyd confirmed a signed agreement to acquire the company for $35 per share, representing a significant premium, following ZIM's board rejecting a lower management-led bid and entertaining multiple strategic offers. The community is actively debating the deal's finality, potential for a short squeeze, and the possibility of continued dividends or even a higher offer given geopolitical complexities and ZIM's perceived undervaluation.

Churchill Capital Corp. X is a blank check company, which was created for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded by Michael Klein on January 4, 2024 and is headquartered in New York, NY.

Infleqtion Inc. - Ordinary Shares - Class A

Churchill Capital Corp X 

Infleqtion (formerly CCCX) is garnering immense investor excitement ahead of its NYSE debut under the ticker INFQ, driven by a highly successful merger with minimal redemptions, a landmark NASA contract, and community sentiment touting its undervalued position as a leader in quantum technology.

Ocular Therapeutix, Inc. is a biopharmaceutical company, which engages in the development and commercialization of therapies for diseases and conditions of the eye. Its product pipeline includes Dextenza, OTX-TP, and OTX-TIC. The company was founded by Amarpreet S. Sawhney and Farhad Khosravi on September 12, 2006 and is headquartered in Bedford, MA.

Ocular Therapeutix Inc

Ocular Therapeutix is trending with the community highly anticipating imminent topline Phase 3 superiority data for its wet AMD treatment, Axpaxli, which many believe will trigger a significant stock surge and intensified speculation of a sweetened acquisition offer from Sanofi.

Corsair Gaming, Inc. designs and supplies hardware components for personal computers. It operates through the Gamer and Creator Peripherals, and Gaming Components and Systems segments. The Gamer and Creator Peripherals segment offers gaming keyboards, mice, headsets, controllers, and gaming gear including capture cards, Stream Decks, USB microphones, studio accessories, and EpocCam software, as well as coaching and training services. The Gaming Components and Systems segment focuses on creating power supply units, or PSUs, cooling solutions, computer cases, DRAM modules, prebuilt, and custom-built gaming PCs. The company was founded by Andrew J. Paul in 1994 and is headquartered in Milpitas, CA.

Corsair Gaming Inc

Corsair Gaming is experiencing a significant surge following its strong Q4 earnings report and the announcement of a $50 million share repurchase program. The community is actively discussing its perceived undervaluation, high short interest, and potential to capitalize on AI-driven hardware demand, leading to widespread speculation of a short squeeze.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

COMPASS Pathways is drawing intense investor attention ahead of upcoming Phase 3 clinical data for its COMP360 psilocybin therapy in treatment-resistant depression, with the community widely anticipating the critical MADRS score to determine the stock's immediate future. This pivotal readout is seen as a major catalyst for the company and the nascent psychedelic therapeutics sector, positioning CMPS as a potential first-mover in a field many believe is on the cusp of significant regulatory and commercial breakthroughs.

The 401jK (just kidding) meme is a satirical punch in the gut in the face of the concept of retirement and the popular US based 401(k) retirement plan and other pension plans around the world  Through the meme fueled humor, irony, satire &amp; inspiration from cypherpunk ideology, real life data, and current events... the 401jK community aims to comment on the fact that global markets are heavily manipulated for selfish purposes by the same people who control these pension funds... while also aiming to twist the heads of the 401k and global pension systems.  It is a retirement plan that seeks to make social, political, economic commentary fueled by the memes and dreams of the hive mind of the community that makes up 401jK  The rules have changed, and the game was always rigged.  It's time to wake up, adapt, rebel, and heal.  Welcome to 401jK

401jK

401JK is trending due to its robust 'Resist & Retire' community, which consistently ranks among top crypto subreddits while actively challenging traditional financial systems. This movement leverages memes and education to advocate for financial freedom, maintaining strong bullish sentiment despite wider market conditions.

Grayscale Bitcoin Mini Trust ETF - Common units of fractional undivided beneficial interest

Grayscale Bitcoin Mini Trust ETF

Bitcoin is trending as recent ETF outflows and a significant price correction ignite intense community debate; while many voice short-term bearish concerns, others view the downturn as a strategic accumulation phase before a potential rebound.

Rubrik, Inc. engages in the provision of cloud data management solutions. Its solutions include backup and recovery, VM backup, Microsoft 365, ransom ware recovery, database backup, cloud solutions, and Polaris sonar. Rubrik products include data protection, data threat analytics, data security posture and cyber recovery. The company was founded by Bipul Sinha, Arvind Jain, Soham Mazumdar, and Arvind Nithrakashyap in December 2013 and is headquartered in Palo Alto, CA.

Rubrik Inc. - Ordinary Shares - Class A

Rubrik Inc. - Class A

Rubrik Inc. is trending following news of strong preliminary Q4 financial results that exceeded guided metrics, reinforcing bullish analyst sentiment for its data security platform. However, the community is debating its valuation and recent stock decline, attributing it to broader software sector pressures, even as the company positions itself as critical infrastructure in the evolving AI landscape.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

The Trade Desk is drawing significant attention as its stock sits at multi-year lows, driven by widespread investor frustration over a recent CFO change, perceived management silence, and broader ad-tech sector pressures. Community sentiment is sharply polarized between those warning of further declines due to valuation concerns and others seeing a generational buying opportunity ahead of its upcoming earnings report.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending as the community eagerly anticipates potential European Commission approval for its ANKTIVA cancer immunotherapy, alongside significant developments from the USA-Saudi Biotech Alliance that could broaden its global reach for multiple cancer indications and ignite a substantial short squeeze.

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 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


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<ul class="summary-bullets"><li>Ford’s Q4 adjusted EPS fell to $0.13, hit by supplier disruptions, tariffs, and EV pricing pressure.</li><li>The Model e EV unit is expected to lose $4–$4.5 billion in 2026.</li><li>BYD overtook Ford in global vehicle sales for the first time, highlighting mounting pressure from Chinese automakers.</li></ul>Ford&nbsp;Motor Co. shares&nbsp;rose slightly overnight despite a sharp fourth-quarter (Q4) earnings miss, as investors weighed a more stable 2026 outlook against a rapidly intensifying competitive threat from China.<h2 class="st-heading-2">Ford Q4 Print</h2>Ford <a href="https://stocktwits.com/news-articles/markets/equity/ford-fourth-quarter-earnings-2025/cZbUkTbR4pV">reported</a> adjusted earnings of $0.13 per share for Q4, below last year’s $0.39 and short of expectations. The carmaker blamed production disruptions from a fire at a Novelis aluminum supplier, higher tariff costs, and persistent pricing pressure in EVs. However, quarterly sales rose to $45.9 billion, beating estimates.Ford guided to full-year 2026 adjusted earnings before interest and taxes (EBIT) of $8 billion to $10 billion, in line with Wall Street forecasts and higher than the $6.8 billion generated last year. Most of that profit is expected to come from its commercial vehicle business, with EBIT projected at $6.5 billion to $7.5 billion. Gas and hybrid models are expected to contribute another $4 billion to $4.5 billion.The company also said its Model e unit is likely to post losses of $4 billion to $4.5 billion next year. It plans to increase capital spending to $9.5 billion to $10.5 billion and targets free cash flow of $5 billion to $6 billion.The quarter included $15.5 billion in special charges tied largely to Ford’s EV strategy reset, as demand cooled and policy support weakened. The company said another $7 billion in charges is expected across 2026 and 2027.<h2 class="st-heading-2">Ford Faces Growing Competition From China</h2>Meanwhile, Ford is facing increasing competition from Chinese automakers globally. China’s BYD overtook Ford in global vehicle sales for the first time last year as Ford’s wholesales fell nearly 2% in 2025 to just under 4.4 million vehicles, while BYD reported about 4.6 million.&nbsp;<img src="https://news.stocktwits-cdn.com/koyfin_20260211_124624827_png_06a912dca4.webp" alt="koyfin_20260211_124624827.png">Ford gained ground in the U.S., but lost share in Europe and especially China, where domestic players such as BYD, Xiaomi, and Geely are winning customers with lower-priced, tech-heavy EVs. BYD’s exports reached 1.05 million vehicles last year and are set to climb further, intensifying pressure on legacy automakers like Ford, Toyota, and General Motors.In a bid to tackle competition in China, Ford is&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/business/autos/https-www-wsj-com-business-autos-china-geely-auto-us-market-6d2d67ca-3808e678">reportedly</a> weighing a potential partnership with BYD to source batteries for some of Ford’s hybrid vehicles. One option under consideration involves importing BYD-made batteries to Ford plants outside the U.S.In addition to Ford, Tesla also lost its crown as the world’s top EV seller to BYD after annual deliveries fell for a second straight year. Tesla’s annual deliveries declined by nearly 9%, while BYD delivered about 2.26 million EVs, compared with Tesla’s roughly 1.64 million.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for Ford flipped from ‘neutral’ to ‘extremely bullish’ amid a 422% surge in 24-hour message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/f_ss_png_ee54e9aea5.webp" alt="f ss.png" width="964" height="145"><figcaption>F sentiment and message volume as of February 11 | Source: Stocktwits</figcaption></figure>One user said, “Didn't we already price in the losses stemming from the EV segment? We knew this was coming.”<stembedurl>https://stocktwits.com/LibertarianTreehugger/message/644625331</stembedurl>Another user said, “as long as they pay dividends this is a good buy If they ever reduced dividend or stop it this will be at 99 cents or under”<stembedurl>https://stocktwits.com/LOST_BUT_WON/message/644617854</stembedurl><a href="https://stocktwits.com/symbol/F">Ford’s stock</a> has risen 56% over the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A street-level view of the American automaker brand and official Ford car dealership in Madrid, Spain. (Photo by Xavi Lopez/SOPA Images/LightRocket via Getty Images)

Ford Stock Steadies Overnight After Huge Earnings Miss — But A Great Chinese Challenge Emerges

The carmaker guided to a broadly in-line 2026 EBIT of $8 billion-$10 billion, led by strength in commercial vehicles.

Ford Stock Steadies After Huge Earnings Miss, But BYD Threat Looms Large

Equity

<ul class="summary-bullets"><li>BYD previewed the Song Ultra EV, a higher-powered, all-electric addition, with advanced driver-assistance features.</li><li>The Song family remains a key sales driver despite softer momentum late last year.</li><li>The teaser comes as BYD leans more heavily on overseas growth, targeting roughly 1.3 million EV sales outside China.</li></ul>BYD shares rose nearly 1% in Hong Kong after the EV maker offered a first look at the Song Ultra EV, signaling another refresh of a lineup that has long carried its domestic sales.&nbsp;<h2 class="st-heading-2">BYD Previews New Song Ultra EV&nbsp;</h2>The Song Ultra EV will be the newest addition to BYD’s Song family. Lu Tian, who oversees sales for the Dynasty lineup, posted the first image on Weibo and described it as the brand’s first B-class pure electric SUV. Details remain limited, but the model entered China’s industry regulator catalog last month, a typical step just ahead of a launch, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://cnevpost.com/2026/02/04/byd-teases-song-ultra-ev/">report</a> by CnEVPost.Dimension-wise, it is slightly larger than the Song L EV and brings more muscle. The Song Ultra EV uses a single-motor, rear-wheel-drive setup with up to 270 kW of power and a top speed of 210 km/h. BYD also plans to offer optional LiDAR, alongside its “God’s Eye B” driver-assistance system with Urban Navigation on Autopilot.<h2 class="st-heading-2">Song Lineup Remains a Core Sales Driver for BYD</h2>The Song series is still one of BYD’s biggest sellers, making up about 17% of group sales in 2025, or roughly 788,000 vehicles. Even so, momentum has cooled toward year-end, with December sales down 56% from a year earlier. Updating a core model like the Song is one way BYD is trying to steady volumes at home.Beyond China, BYD has been accelerating its global expansion. The company has said it is targeting a roughly&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/watch-out-tesla-byd-plans-to-boost-sales-outside-china-as-ev-push-revs-up/cmy7k8JR4WH">25% increase</a> in overseas EV sales, aiming to sell about 1.3 million vehicles outside China this year. In 2025, BYD delivered about 4.6 million vehicles globally, overtaking Tesla to become the world’s largest EV seller, helped by strong growth in exports to Europe, Southeast Asia, and Latin America.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment was ‘bearish’ amid ‘normal’ message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/byddf_ss_png_d171b419a0.webp" alt="byddf ss.png" width="969" height="144"><figcaption>BYDDF sentiment and message volume as of February 4 | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/BYDDF">BYD’s U.S.-listed stock</a> has declined nearly 2% over the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A "BYD Song PLUS DM-i" electric vehicle is displayed at a store of the listed company BYD. (Photo by Wang Qiming/VCG via Getty Images)

BYD Stock Rises In Hong Kong After Teasing Song Ultra EV In Bestselling SUV Family

Updating a core model like the Song is one way BYD is trying to steady volumes at home.

<ul class="summary-bullets"><li>January sales data pressured Chinese EV stocks across the board.</li><li>Nio’s deliveries jumped year-on-year but fell sharply from December.</li><li>The third-generation ES8 SUV delivered 17,646 units during the month, accounting for nearly 65% of total deliveries.&nbsp;</li></ul>Shares of Nio slid nearly 6% in Hong Kong trading on Monday,&nbsp;trading&nbsp;in line with a broad sell-off&nbsp;witnessed across Chinese electric vehicle stocks, even after the company posted a sharp jump in January deliveries.Other Chinese EV makers, including XPeng dropped nearly 9%, Li Auto fell around 4%, and BYD slid roughly 8% as investors digested fresh sales data from across the sector.<h2 class="st-heading-2">China EV Opens The Year On A Soft Note</h2>The plunge comes after January delivery numbers suggested a bumpy start to 2023 for much of China’s EV sector.BYD, China’s biggest new energy vehicle producer, sold 210,051 cars in January, down 30.1% annually. XPeng made 20,011 deliveries, down 34.1% on an annual basis and plunging 46.7% from December.Meanwhile, Li Auto made 27,668 deliveries, marking its eighth straight year-on-year drop, while sales also slumped 37.5% from the previous month.<h2 class="st-heading-2">Nio’s Delivery Growth Fails To Lift Stock</h2>Nio’s delivery volume against that backdrop still stood out, at least when compared with the prior year. The firm said it delivered 27,182 vehicles in January 2026, up 96.1% from a year earlier. However, deliveries declined 43.5% from December, which weighed on investor sentiment.Of those deliveries, 20,894 were Nio-branded vehicles, 3,481 were from its family-oriented sub-brand Onvo, while 2,807 were from its small EV brand Firefly. Cumulative sales rose to 1.02 million as of the end of January, surpassing the one-million-vehicle milestone.<h2 class="st-heading-2">ES8 Emerges As The Standout</h2>Much of Nio’s January performance rested on a single model. The third-generation ES8 SUV delivered 17,646 units during the month, accounting for nearly 65% of total deliveries. This is a dramatic increase from the 446 units delivered in January last year, reflecting the rapid ramp-up following the model’s launch at Nio Day in September 2025.Even so, ES8 deliveries were down about 21% from December’s record 22,258 units, when the model became China’s best-selling large SUV, according to the company. Nio also said it recently delivered its 60,000th third-generation ES8, just two weeks after reaching the 50,000-unit milestone.Deliveries at Onvo fell more than 61% from December, while Firefly deliveries dropped over 60% month-on-month. More detailed model-level data is expected later this month.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for Nio was ‘extremely bullish’ amid ‘extremely high’ message volume.One user described the sell-off as an “excellent buying opportunity,” saying they were preparing to add to their position and would increase purchases if the stock dropped further.<stembedurl>https://stocktwits.com/nanthor/message/643636266</stembedurl>Another user said, “looking like the es8 may be the savior of this company.”<stembedurl>https://stocktwits.com/nml7/message/643625997</stembedurl><a href="https://stocktwits.com/symbol/NIO">Nio’s U.S.-listed stock</a> has risen 6% over the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A new energy vehicle is being displayed at a NIO New energy vehicle store in Tianjin, China, on June 30, 2024. (Photo by Costfoto/NurPhoto via Getty Images)

Nio Stock Tumbles 6% In Hong Kong Even After Massive Delivery Jump — Here’s What The Market Is Missing

ES8 drove volumes, while Onvo and Firefly saw steep sequential declines.

The BYD logo is being displayed on a smartphone with the Tesla logo visible in the background. (Photo by Jonathan Raa/NurPhoto via Getty Images)

Watch Out, Tesla: BYD Plans To Boost Sales Outside China As EV Push Revs Up

Tesla, Inc. investors may want to pay close attention. China's BYD Co. is increasingly setting its sights on the U.S. EV maker's core markets. BYD is targeting a 25% increase in electric vehicle sales outside China this year, 

China’s BYD plans to boost sales outside its home market by 25% this year.


<ul class="summary-bullets"><li>Ford and BYD are reportedly discussing how a potential partnership would work.</li><li>BYD hasn't made passenger car batteries in the U.S. till date.&nbsp;</li><li>Ford is also putting up a battery plant in Michigan where it intends to build low cost cells starting this year with the help of technology from Chinese battery maker CATL.</li></ul> Dearborn-based automaker Ford Motor Co. (F) is reportedly in talks with BYD Co. Ltd. (BYDDF) about a potential partnership involving the use of the Chinese player’s batteries in Ford’s hybrid vehicles.The Wall Street Journal <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/business/autos/ford-byd-in-talks-for-hybrid-vehicle-batteries-after-ev-market-flames-out-3808e678?mod=wsj_FV">reported</a> on Thursday, citing people familiar with the matter, that the talks are continuing and might not culminate in a deal. The two carmakers are reportedly discussing how a potential partnership would work, and are considering ideas including Ford importing batteries from BYD to non-U.S. factories.Shares of F traded marginally in the green at the time of writing.<h2 class="st-heading-2">BYD’s EV And Battery Capacities</h2>BYD is the world’s largest EV maker. Unlike its American counterpart Tesla, BYD makes both plug-in hybrid, and battery-powered electric vehicles.The company makes most of its batteries in China but it is also building capacity in overseas plants. While BYD has made some batteries for commercial vehicles at its California bus-manufacturing plant, it hasn't yet made passenger car batteries in the U.S., WSJ noted.Meanwhile, Ford is also putting up a battery plant in Michigan, where it intends to build low-cost cells starting this year with the help of technology from Chinese battery maker Contemporary Amperex Technology Co. (CATL) to power its future electric vehicles.<h2 class="st-heading-2">Ford’s Pivot Away From EVs</h2>The report of the new deal talks comes on the heels of Ford realigning its EV strategy last month, pivoting away from pure EVs, and towards hybrid and plug-in hybrid vehicles.Ford said in December that it expects to incur $19.5 billion in EV-related charges after it killed several big EV models to stem losses from the segment. While a majority of the charges would be incurred in the fourth quarter, the remaining will be incurred in 2026 and 2027, the company said.“Ford no longer plans to produce select larger electric vehicles where the business case has eroded due to lower-than-expected demand, high costs and regulatory changes,” the company had said.CEO Jim Farley had noted that the move is centered on customer demand. “The operating reality has changed, and we are redeploying capital into higher-return growth opportunities: Ford Pro, our market-leading trucks and vans, hybrids and high margin opportunities like our new battery energy storage business,” he said.In the fourth quarter of 2025, the automaker reported that its hybrid sales rose about 18% to 55,374 vehicles while pure EV sales declined by about 52% to 14,513 units.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around F stock fell from ‘bullish’ to ‘neutral’ territory over the past 24 hours while message volume dipped from ‘extremely high’ to ‘high’ levels.<a href="https://stocktwits.com/symbol/F">F stock</a> has gained 39% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/disc-medicine-sanofi-eli-lilly-shares-slip-on-reports-of-fda-increasing-review-time-for-drugs/cmU1rSfR4JO">Disc Medicine, Sanofi, Eli Lilly Shares Slip On Reports Of FDA Increasing Review Time For Drugs Granted Priority Review Vouchers</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Ford exhibit area is shown at the 2025 Detroit Auto Show at Huntington Place on January 10, 2025 in Detroit, Michigan. 

Ford Contemplates Deal With Chinese Rival BYD As It Seeks To Scale Hybrids: Report

The Wall Street Journal reported on Thursday, citing people familiar with the matter, that the talks between the two companies are continuing and might not culminate in a deal.

<ul class="summary-bullets"><li>Tesla shares opened the new year on a dour note following a week of declines and a softer delivery update.</li><li>Musk’s post about dining with Trump drew retail buzz over the weekend.</li><li>Tesla is scheduled to report quarterly earnings on Jan.28.</li></ul>Tesla, Inc.&nbsp;entered 2026 under pressure, posting its seventh consecutive loss on Friday, the first trading day of the year, marking a slide that was followed over the weekend by a post from CEO Elon Musk saying he had a “lovely dinner” with U.S. President Donald Trump and Melania Trump.Elon Musk&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2007910921914769832">said in a post on X</a> that “2026 is going to be amazing,” alongside a photo showing him seated next to Donald Trump and Melania Trump during a dinner at Mar-a-Lago, hours after Trump announced from the resort that Nicolas Maduro had been taken into U.S. custody.Tesla shares fell about 2.6% to $438.07 on Friday as investors weighed fresh delivery data and intensifying competition.<h2 class="st-heading-2">Q4 Deliveries Decline</h2>Tesla said it delivered 418,227 vehicles in the fourth quarter, down 16% year on year from 495,570 cars a year earlier and below the 422,850 vehicles expected by analysts, according to a company-compiled estimate.For the full year,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-q4-2025-deliveries/cmxV2RmRE6p">Tesla delivered 1.64 million vehicles</a>, compared with 1.79 million in 2024, marking the company’s second consecutive annual decline in deliveries.Additionally, Tesla said it&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-energy-business-might-be-its-saving-grace/cmxVeK8R4GE">deployed 14.2 GWh of energy storage products</a> in the fourth quarter, a record level. The company reported deploying 11 GWh in the same period a year earlier.<h2 class="st-heading-2">BYD Records Higher Annual EV Sales&nbsp;</h2>Tesla ceded its position as the world’s largest electric vehicle maker in 2025 to China’s BYD, after global EV sales rose 28% last year and BYD outsold Tesla on a full-year basis for the first time.BYD delivered a total of 2.26 million pure EVs globally in 2025,&nbsp;adding that overseas sales, excluding China, had hit a record high of 1 million,&nbsp;up nearly 150% year-on-year. The company has set a goal of selling as many as 1.6 million vehicles outside China in 2026, without announcing an overall sales target.<h2 class="st-heading-2">Musk And Trump: A Volatile Bromance</h2>Musk's recent interaction with Trump follows a public rupture last year that directly coincided with volatility in Tesla shares. In June, a dispute between Musk and Trump escalated into an open feud after&nbsp;the president threatened to withdraw federal contracts and subsidies from Musk’s companies amid disagreement over proposed tax legislation. The move sent Tesla shares down 14% in a single session, wiping out about $153 billion in market value and marking the stock’s&nbsp;worst day on record.The shares later clawed back some ground toward the end of the year, helped by renewed optimism around Tesla’s full self-driving software updates, its robotaxi ambitions, and, to a lesser extent, progress on the Optimus humanoid robot program.<h2 class="st-heading-2">Wall Street Weighs Deliveries Ahead Of Earnings</h2>Analysts’ views on Tesla’s delivery report were mixed. Dan Ives said that Tesla’s fourth-quarter deliveries came in slightly below consensus estimates but above “whisper numbers,” adding that investor focus remains on autonomy and artificial intelligence.Meanwhile, Gary Black said he did not understand why the delivery report was viewed as bullish, noting that electric vehicles account for 77% of Tesla’s operating profits.Tesla is scheduled to report quarterly earnings on Jan.28.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment was ‘extremely bearish’ amid ‘high’ message volume.<figure class="image"><img style="aspect-ratio:960/141;" src="https://news.stocktwits-cdn.com/tsla_ss_png_0546beb3a6.webp" alt="tsla ss.png" width="960" height="141"><figcaption>TSLA sentiment and message volume as of January 4| Source: Stocktwits</figcaption></figure>One Stocktwits Tesla watcher mockingly&nbsp;<a href="https://stocktwits.com/OverTheCounter/message/640789424">wondered</a> if the Biden-era EV tax&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-to-raise-us-lease-prices-on-model-3-model-y-ahead-of-ev-tax-credit-expiration/chw5pmFRdog">credit</a>, which was scrapped by Trump, was “back after the dinner?”<stembedurl>https://stocktwits.com/OverTheCounter/message/640789424</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/tradeordie24/message/640789579">said</a> the stock was “already looking to nosedive before premarket even starts... Forget about $450 not happening tomorrow $430-428 more likely.”&nbsp;<stembedurl>https://stocktwits.com/tradeordie24/message/640789579</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/BellaChaw/message/640786568">flagged</a> several concerns&nbsp;about Tesla, citing lowered estimates following weaker deliveries, bearish technical signals, and uncertainty about near-term revenue from autonomy and robotics. While saying they remain long-term bullish, the user said early 2026 was not an attractive entry point and that they were looking for lower levels before reconsidering.<stembedurl>https://stocktwits.com/BellaChaw/message/640786568</stembedurl><a href="https://stocktwits.com/symbol/TSLA">Tesla’s stock</a> has risen 8.5% over the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Donald Trump and Musk arrive before the launch of the sixth test flight of the SpaceX Starship rocket on November 19, 2024 in Brownsville, Texas.

Can Musk–Trump Dinner Diplomacy Spark A Tesla Bounce After A Red Start To 2026?

Tesla shares stayed under pressure early in the new year as investors awaited earnings following a recent delivery decline.

China's BYD Beats Tesla as 2025's Top EV Seller: ETFs in Spotlight

BYD overtakes Tesla as the world's top EV seller in 2025, reshaping the EV landscape and putting ETFs with BYD exposure in focus.

Why Tesla's Q4 Sales May Dissapoint-And Why the Stock Doesn't Care

With expectations for Tesla's Q4 sales reset meaningfully lower, the risk-reward now hinges less on the headline delivery number and more on how investors interpret the future. 

Zacks Investment Ideas feature highlights: TSLA, GOOGL, LYFT, UBER, BYDDF and XPEV

TSLA gains momentum as unsupervised FSD nears launch, brand trust rebounds, and China demand strengthens heading into 2026.

Tesla's New Bull Case: FSD, Brand Recovery, & China Strength

After a turbulent stretch, the pieces are finally aligning for Tesla. With unsupervised FSD nearing launch, brand trust recovering, and renewed China demand, Tesla enters 2026 with momentum.

BYD Co., Ltd. engages in the research, development, manufacture, and sale of rechargeable batteries and photovoltaic business. It operates through the following segments: Rechargeable Batteries and Photovoltaic Products, Mobile Handset Components, Assembly Service and Other Products, and Automobiles and Related Products and Other Products. The Rechargeable Batteries and Photovoltaic Products segment is involved in the manufacture and sale of lithium-ion batteries and nickel batteries, photovoltaic products, and iron batteries products for mobile phones, electric tools, and other portable electronic instruments, photovoltaic products, energy storage products, and electric vehicles. The Mobile Handset Components, Assembly Service and Other Products segment focuses on the sale of mobile handset components such as housings, electronic components, assembly services, and medical protection products. The Automobiles and Related Products and Other Products segment consists of automobiles and auto-related moulds and components and automobile leasing and after sales services, rail transport related business, and medical protection products. The company was founded by Chuan Fu Wang on February 10, 1995 and is headquartered in Shenzhen, China.

BYD Co - Ordinary Shares - Class H

3%+ above current levels

Up 0–3%

Flat to down 3%

Down 3%+

The Nasdaq 100 continues to hinge on mega-cap tech and AI strength. With rate expectations shifting and valuations stretched, even a 3% move could signal a bigger trend. Is momentum building, or fading?

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