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Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

Advanced Micro Devices is experiencing a sharp rebound, driven by renewed analyst confidence in robust AI server CPU demand and strategic leadership additions sparking major partnership speculation. While some in the community eye this as a significant buying opportunity, others remain wary of a 'dead cat bounce' following its post-earnings volatility.

Kyndryl Holdings, Inc. is a technology services company, which engages in the provision of infrastructure services. It operates through the following segments: United States, Japan, Principal Markets, and Strategic Markets. The Principal Markets segment represents the aggregation of operations in Australia, New Zealand, Canada, France, Germany, India, Italy, Spain, Portugal, the United Kingdom, and Ireland. The company was founded on December 4, 2020 and is headquartered in New York, NY.

Kyndryl Holdings Inc

Kyndryl Holdings Inc is trending after its CFO and General Counsel abruptly departed amidst an ongoing SEC accounting probe, invalidated financial disclosures, and significantly lowered guidance, triggering a massive stock sell-off. While many in the community express serious concerns about the company's financial integrity and long-term outlook, others view the steep decline as an overreaction and a potential opportunity for a bounce.

Oscar Health, Inc. is a health insurance company, which serves its customers through a technology platform. It offers individual and family, small group and medicare advantage plans, and technology platform to others within the provider and payor space. The company was founded by Mario Tobias Schlosser, Kevin Nazemi, and Joshua Kushner on October 25, 2012 and is headquartered in New York, NY.

Oscar Health Inc - Ordinary Shares - Class A

Oscar Health (OSCR) is trending sharply higher after the House passed a bill to extend ACA subsidies, fueling investor optimism for significant upside and a potential short squeeze, though community debate persists on the bill's Senate fate and the company's path to profitability ahead of its upcoming earnings.

REGENXBIO, Inc. is a clinical-stage biotechnology company, which engages in the development, commercialization, and licensing of recombinant adeno-associated virus gene therapy. Its product candidates include the NAV Technology Platform, which consists of exclusive rights to novel adeno-associated viral vectors, and therapeutic programs such as RGX-314, RGX-202, RGX-121, RGX-111, RGX-181, and RGX-381. The company was founded by Kenneth T. Mills and James M. Wilson on July 16, 2008 and is headquartered in Rockville, MD.

Regenxbio Inc

Regenxbio Inc. is trending after the FDA issued a Complete Response Letter for its Hunter syndrome gene therapy, RGX-121, raising concerns about trial design and following a clinical hold on a related program due to a patient tumor; community discussion is split between fears of significant setbacks and a belief that other key pipeline assets, like the AbbVie partnership, still offer substantial value.

Spotify Technology SA engages in the provision of digital music services. It operates through the Premium and Ad-Supported segments. The Premium segment provides subscribers with online and offline streaming access of music and podcasts on computers, tablets, and mobile devices. The Ad-Supported segment offers users with limited on-demand online access of music and unlimited online access of podcasts on computers, tablets, and mobile and smart devices. The company was founded by Daniel Ek and Martin Lorentzon on December 27, 2006 and is headquartered in Luxembourg.

Spotify Technology S.A.

Spotify (SPOT) is seeing heated debate leading into its Q4 earnings report, as bullish analysts and the rollout of new AI-powered features and price hikes contend with investor concerns over its valuation and a recent music catalog leak.

Satellos Bioscience, Inc. is a regenerative medicine company, which engages in developing novel therapeutics. It operates through a proprietary technology platform, MyoReGenX™ and Leveraging MyoReGenX™, which identify stem cell based regeneration deficits in muscle diseases and develop therapeutic solutions. The company was founded by Frank Gleeson and Michael Rudnicki on July 27, 2012 and is headquartered in Toronto, Canada.

Satellos Bioscience Inc

Satellos Bioscience (MSLE) is trending after its NASDAQ debut was swiftly followed by a significant equity raise and reverse stock split, sparking a fierce debate among investors over immediate dilution versus the long-term funding for its potentially "revolutionary" muscle regeneration drug for Duchenne Muscular Dystrophy.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is trending following news of Apollo Global Management's $3.4 billion loan for xAI to acquire its chips, reinforcing the massive, multi-year AI infrastructure buildout that has the community highly anticipating upcoming earnings amidst strong bullish sentiment.

Pagaya Technologies Ltd. engages in the development of AI and data networks for the financial industry. Its product deploys data science, machine learning and AI technology to evaluate the customers' applications in real time. The company was founded by Gal Krubiner, Sanjiv Das, Yahav Yulzari, and Avital Pardo on March 20, 2016 and is headquartered in New York, NY.

Pagaya Technologies Ltd - Ordinary Shares - Class A

Pagaya Technologies Ltd

Pagaya Technologies is trending following mixed earnings results that highlighted profitability alongside a revenue miss and cautious forward guidance, prompting community discussion around the stock's perceived deep undervaluation. Investors are actively debating whether the significant share price drop is an overreaction to management's prudent risk management strategy within a challenging fintech environment, with many seeing it as a buying opportunity for the AI-driven lending platform.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart is trending ahead of its highly anticipated Q4 earnings report, with community sentiment sharply divided between expectations of a significant rally driven by potential profitability and AI lending growth, and fears of further declines amidst recent fintech sector weakness. Many current holders express frustration over recent price action while looking for a short squeeze, contrasted by bears anticipating a post-earnings dip.

Rocket Cos., Inc. engages in the provision of a suite of services related to homeownership and other personal financial transactions. It operates through the following segments: Direct to Consumer and Partner Network. The Direct to Consumer segment consists of performance marketing and direct engagement through the Rocket Mortgage App. The Partner Network Segment focuses on partnerships with premier consumer-focused organizations, brokers and mortgage professionals who leverage the platform and scale to provide mortgage solutions to clients. The company was founded by Daniel Gilbert in 1985 and is headquartered in Detroit, MI.

Rocket Companies Inc - Ordinary Shares Class A

Rocket Companies Inc

The community is actively discussing Rocket Companies following its CEO's optimistic remarks about achieving multi-year highs in mortgage loan volume and gain-on-sale performance, leading to expectations of a significant re-rating as its integrated platform benefits from housing market normalization and industry consolidation.

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Amazon Drops on Mixed Q4 & Capex Outlook: Buy the Dip With ETFs?

Amazon drops after mixed Q4 results and a massive AI-driven capex outlook. Is the selloff a buying opportunity via ETFs?

Amazon store is seen at Promenade Street in Davos, Switzerland on January 21, 2025. (Photo by Ömer Sercan Karku/Anadolu via Getty Images)

AMZN Stock Falls To 8-Month Lows In Pre-Market After Declining Below 200-DMA For First Time Since October

Cantor Fitzgerald noted that Amazon’s $200 billion capital expenditure plans could reignite concerns around long-term return on invested capital.

Equity

Cantor Fitzgerald noted that Amazon’s $200 billion capital expenditure plans could reignite concerns around long-term return on invested capital.


<ul class="summary-bullets"><li>Meanwhile, the company reported earnings per share (EPS) of $1.95 per diluted share, compared to $1.86 in the fourth quarter of 2024 and below analyst expectations of $1.97 as per Stocktwits data.&nbsp;</li><li>The company also boosted its capital expenditure for 2026, announcing a $200 billion allocation, up from about $130 billion reported in 2025.</li><li>During the earnings call with investors, CEO Andy Jassy clarified that the capital expenditures would predominantly be in Amazon Web Services because of “very high demand.”</li></ul>Shares of e-commerce giant Amazon Inc. (AMZN) slid nearly 11% in after-market trading hours on Thursday after the company announced its fourth-quarter (Q4) 2025 earnings results.The company reported a 14% rise in quarterly revenue to $213.4 billion in the quarter, compared with $187.8 billion in the same period last year. This was slightly above the street consensus of $211.44 billion, according to data from Stocktwits.Meanwhile, the company reported earnings per share (EPS) of $1.95 per diluted share, compared to $1.86 in the fourth quarter of 2024 and below analyst expectations of $1.97 as per Stocktwits data.Amazon also boosted its capital expenditure for 2026, announcing a $200 billion allocation, up from about $130 billion reported in 2025.<h2 class="st-heading-2">Capital Spend</h2>“With such strong demand for our existing offerings and seminal opportunities like AI, chips, robotics, and low earth orbit satellites, we expect to invest about $200 billion in capital expenditures across Amazon in 2026, and anticipate strong long-term return on invested capital,” Andy Jassy, President and CEO of Amazon, said in the earnings report.During the earnings call with investors, Jassy clarified that the capital expenditures would predominantly be in Amazon Web Services because of “very high demand.”“Customers really want AWS for core and AI workloads. And we're monetizing capacity as fast as we can install it,” he said. “We have deep experience understanding demand signals in the AWS business and then turning that capacity into strong return on invested capital. We're confident this will be the case here as well.”Meanwhile, AWS clocked a revenue of $35.58 billion for the quarter, a growth of 24%, which Jassy said was the company’s fastest growth in 13 quarters.The CEO added that the biggest reason AWS was gaining was due to the company’s “uniquely broad, top-to-bottom AI stack functionality,” adding that “we're doing what we've always done in AWS solving customer challenges.”<h2 class="st-heading-2">Q1 Guidance</h2>For the upcoming quarter, Amazon expects revenue to grow between 11% and 15%, to around $173.5 billion to $178.5 billion. As per data from Fiscal.ai, the street was estimating revenues of $175.16 billion for the quarter ending in March 2026.The company said it expects operating income to be between $16.5 billion and $21.5 billion, compared with $18.4 billion in the first quarter of 2025, which accounts for about $1 billion of higher year-over-year Amazon Leo costs, investment in quick commerce, and even sharper prices in its international stores business.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/AMZN">AMZN shares</a> jumped from ‘bullish’ to ‘extremely bullish’ in the past 24 hours. Meanwhile, message volumes increased from ‘high’ to ‘extremely high’ levels.One bullish user commented that after Google’s report, it was likely that Amazon would spend at least as much in capex. In its latest earnings results, Google parent Alphabet Inc. (GGOG, GOOGL) <a href="https://stocktwits.com/news-articles/markets/equity/alphabet-shares-down-despite-reporting-record-annual-revenue-know-why/cZbjXJVR4Ng">announced</a> it would allocate about $175 billion to $185 billion in 2026 capital expenditures.<stembedurl>https://stocktwits.com/AstroMithras/message/644187788</stembedurl>&nbsp;Another user commented that Amazon’s capex spending should not be compared with others, citing the company’s investment in improving logistics, among others. The user said that they were surprised by the stock price decline and reiterated that ‘only time will make sure Amazon is here to stay.’<stembedurl>https://stocktwits.com/sbale/message/644195452</stembedurl>&nbsp;A third user urged the market to buy the dip, citing the investment in data centres.<stembedurl>https://stocktwits.com/ajmore/message/644198730</stembedurl>&nbsp;Shares of AMZN have declined more than 5% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/microsoft-falls-on-major-analyst-downgrade-retail-take-on-the-stock/cZbZlpGR4n7">Microsoft Falls On Major Analyst Downgrade — What Is Retail’s Take On The Stock?</a> &nbsp;

In this photo illustration, the Amazon logo is seen displayed on a smartphone with an Artificial intelligence (AI) chip and symbol in the background. (Photo Illustration by Budrul Chukrut/SOPA Images/LightRocket via Getty Images)

Amazon Stock Sinks Amid Q4 Earnings Miss, Massive 2026 Capex Announcement

Amazon reported a 14% rise in quarterly revenue to $213.4 billion in the quarter, compared with $187.8 billion in the same period last year and above street estimates of $211.44 billion. 

The company reported a 14% rise in quarterly revenue to $213.4 billion in the quarter, compared with $187.8 billion in the same period last year and above street estimates of $211.44 billion. 

<ul class="summary-bullets"><li>New registrations for Fiat, Renault, Mercedes, and Volvo vehicles surged by more than 20% each in France.</li><li>Tesla’s struggles extended into January, after European registrations fell 20% year over year in December.</li><li>Stock has been under spotlight since the company unveiled a $20 billion investment plan focused on autonomous driving and robotics.</li></ul>Shares of Tesla Inc (TSLA) fell more than 2% in pre-market trading on Monday after the electric vehicle (EV) posted a significant decline in new registrations across France and Norway in January.In France, new registrations fell 42% in January to 661 vehicles, according to auto body Plateforme automobile (PFA). Meanwhile, new registrations for Fiat, Renault, Mercedes, and Volvo vehicles surged by more than 20% each.New registrations in Norway, typically a strong market for Tesla, saw an even steeper 88% plunge to 83 new registrations from 689 a year earlier, according to OFV. Citroen and JAC recorded the largest increases in new registrations in the country in January.<h2 class="st-heading-2">European Struggles</h2>Tesla’s struggles extended into January, after European registrations fell 20% year over year in December, even as the broader battery electric vehicle (BEV) market jumped 50%. In 2025, Tesla’s European registrations declined about 27% to 238,656 units.<h2 class="st-heading-2">Tesla’s Robotics Drive</h2><a href="https://stocktwits.com/symbol/TSLA">Tesla's shares</a> have been under the spotlight ever since the company unveiled a $20 billion investment plan focused on autonomous driving and robotics, alongside stronger-than-expected fourth-quarter results. CEO Elon Musk also said Tesla will begin phasing out production of its premium Model S and Model X vehicles next quarter.&nbsp;Capital expenditures are set to surge from $8.5 billion in 2026 as Tesla scales output of the Cybercab, Tesla Semi, and Optimus robot, with the Fremont factory shifting toward robot production. The company expects to reveal the next-generation Optimus in the first quarter and start manufacturing by year-end. Tesla reported Q4 earnings of $0.50 per share on $24.9 billion in revenue, topping estimates.<h2 class="st-heading-2">Retail Reaction</h2>Retail sentiment on Stocktwits remained in the ‘extremely bearish’ zone over the past 24 hours, amid ‘high’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/TSLA_jpg_477b1d0370.webp" alt="TSLA.jpg" width="919" height="103"><figcaption>TSLA's Sentiment Meter and Message Volumes on Feb. 2, 2026 | Source: Stocktwits</figcaption></figure>Year-to-date, TSLA shares have declined nearly 9%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Brand new Tesla cars sit parked at a Tesla dealership

Tesla’s New Registrations For January Plummet In France and Norway – TSLA Stock Declines Over 2%

In France, new registrations fell 42% in January to 661 vehicles, while Norway saw an even steeper 88% decline.

The Microsoft stand, during the first day of Mobile World Congress 2016 in Barcelona, 22nd of February, 2016. 

Microsoft Falls Out Of The $3 Trillion Club After Logging Its Worst Month In Over A Decade – Analysts Are Still Bullish 

MSFT was the worst-performing Mag7 stock in January.

<ul class="summary-bullets"><li>Dan Ives reiterates position that Tesla has the potential to reach a $2 trillion market capitalization in early 2026.</li><li>Goldman Sachs said Tesla’s valuation has long hinged on AI-driven profits, which will come under even greater scrutiny as planned capital spending ramps up.</li><li>Barclays maintained an ‘Equal Weight’ rating and a $360 price target.</li></ul>Tesla shares are in focus after the company announced a $20 billion push into autonomous driving and robotics, following a fourth-quarter earnings report that topped Wall Street expectations.CEO Elon Musk also announced that Tesla plans to wind down production of its higher-end Model S and Model X vehicles starting next quarter.Tesla plans to spend more than $20 billion in capital expenditures in 2026, up from $8.5 billion in 2025, as it ramps up production of the Cybercab, Tesla Semi, and Optimus robot, with the Fremont factory shifting to Optimus lines. The company expects to unveil the next-generation Optimus in the first quarter and begin production by year-end.Tesla also reported Q4 earnings of $0.50 per share and a revenue of $24.9 billion, both beating Wall Street estimates. The company also disclosed a roughly $2 billion investment in xAI to strengthen its ability to deploy AI-driven products and services.<h2 class="st-heading-2">What Are Analysts Saying?</h2>Dan Ives, managing director at Wedbush Securities, reiterated his position that Tesla has the potential to reach a $2 trillion market capitalization in early 2026, with a bull-case path to $3 trillion by the end of the year as its AI strategy gains traction. Wedbush maintained an ‘Outperform’ rating and a $600 price target, around 37% upside from current levels.Meanwhile, Barclays said the pivot to physical AI ‘will be costly’, according to the Fly. While the firm reiterated an ‘Equal Weight’ rating and a $360 price target, it cautioned that the transition will be costly, highlighting a sharp spike in capital spending expected in 2026.Goldman Sachs said Tesla’s valuation has long hinged on AI-driven profits, which will come under even greater scrutiny as planned capital spending ramps up but lifted its price target to $405 from $400 while maintaining a ‘Neutral’ rating, citing better-than-expected Q4 results and stronger margins.<h2 class="st-heading-2">Stock Watch</h2><a href="https://stocktwits.com/symbol/TSLA">TSLA shares</a> fell 1.3% after the opening bell on Thursday, with retail sentiment turning ‘extremely bearish’ from ‘bullish’ a day earlier.One user stated that it's hard to call Tesla a great investment.<stembedurl>https://stocktwits.com/Lalfie74/message/643277166</stembedurl>Another user looked to book profits.<stembedurl>https://stocktwits.com/bgran/message/643277335</stembedurl>Year-to-date, the stock has declined around 7%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/why-lmt-stock-rising-today/cmyifUlR4Ko">LMT Stock Jumps 6% In Pre-Market – What’s Driving The Rally?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Tesla, Inc. (NASDAQ: TSLA) releases a financial earnings report on October 23, 2025. (Photo by Mike Campbell/NurPhoto via Getty Images)

Tesla Bets Big On Autonomy And Robots As Analysts Weigh Costs And Upside

Barclays said the pivot to physical AI ‘will be costly’, stating a sharp spike in capital spending expected in 2026.

<ul class="summary-bullets"><li>Morgan Stanley said Azure’s growth fell short of expectations for a larger upside.</li><li>Goldman Sachs said that the stock slid on higher capex without faster Azure acceleration.</li><li>Barclays said Microsoft’s story will “see a slight rethink,” as new AI capacity is being directed more toward first-party products like Copilot.</li></ul>Shares of Microsoft Corp. (MSFT) fell 7.5% in pre-market trading on Thursday after a flurry of brokerage actions, including being removed as ‘Top Pick’ at Morgan Stanley after its second-quarter (Q2) 2026 results.Despite posting better-than-expected second-quarter (Q2) revenue and earnings on Wednesday, its Azure unit growth slipped to 38% from 39% a year earlier. Microsoft also guided Azure revenue to rise between 37% and 38% in the third quarter.<h2 class="st-heading-2">What Are Analysts Saying?</h2>Morgan Stanley analyst Keith Weiss dropped the stock from his top-pick list despite keeping an “Overweight” rating and a $650 price target, implying more than 45% upside from its current level near $446, according to The Fly. Weiss added that investor attention has narrowed to key GenAI indicators, particularly Azure and M365 Commercial Cloud performance, and Azure’s expansion beat guidance by just one point, falling short of expectations for a larger upside.Citi cut the price target to $635 from $660 and reiterated a ‘Buy’ rating, calling the earnings report mixed, while Goldman Sachs slashed it to $600 from $655 and maintained a ‘Buy’ rating. Goldman Sachs added that the stock slid on higher capex without faster Azure acceleration. It sees increased AI and R&amp;D investment supporting medium-term returns despite near-term pressure.Barclays analyst Raimo Lenschow cut Microsoft’s price target to $600 from $610 while maintaining an ‘Overweight’ rating. Lenschow said Microsoft’s story will “see a slight rethink,” as new AI capacity is being directed more toward first-party products like Copilot, changing how upside is expected to materialize.Brokerages, including Wells Fargo, Bernstein, and Piper Sandler, have also slashed their price target for Microsoft.<h2 class="st-heading-2">How Did Retail React?</h2>Despite <a href="https://stocktwits.com/symbol/MSFT">MSFT stock</a> price dropping, retail sentiment on Stocktwits flipped to ‘extremely bullish’ from ‘bullish’ a day earlier, amid ‘extremely high’ message volumes. MSFT was among the top trending tickers on the platform at the time of writing.<img src="https://news.stocktwits-cdn.com/MSFT_jpg_f80ea80956.webp" alt="MSFT.jpg">Chatter was mixed, with one user seeing good value.<stembedurl>https://stocktwits.com/MidnightMadness/message/643226745</stembedurl>While another user expected more growth.<stembedurl>https://stocktwits.com/YellowTail29/message/643222479</stembedurl>While MSFT stock has gained more than 10% over the past year, it has seen a marginal decline so far in 2026.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/why-did-ser-stock-surge-over-70-in-pre-market-today/cmyiIwvR4Kg">Why Did SER Stock Surge Over 70% In Pre-Market Today?</a> For updates and corrections, email newsroom[at]stocktwits[dot]com

In this photo illustration the Microsoft logo is displayed on a mobile phone screen in Ankara, Turkiye on October 11, 2025.

MSFT Stock Falls Over 7% In Pre-Market – Why Did Morgan Stanley Drop It From ‘Top Pick’ List?

Multiple brokerages cut Microsoft’s price target, citing soft Azure growth.

 What Lies Ahead of Mag-7 Earnings? ETFs in Focus 

Magnificent 7 earnings are heating up as Apple, Microsoft, Meta and Tesla report, putting AI strategy, valuations and Mag-7 ETFs in the spotlight.

<ul class="summary-bullets"><li>From January through December, Tesla’s European registrations dropped around 27% to 238,656 units.</li><li>In the European Union (EU) alone, Tesla’s new registrations declined nearly 32% in December.</li><li>BYD reported 27,678 new registrations in December, a 230% increase from the previous year.</li></ul>Tesla Inc.’s (TSLA) European challenges intensified in December, as fresh data from the European Automobile Manufacturers’ Association (ACEA) showed a sharp decline in registrations despite a booming electric vehicle (EV) market.&nbsp;Its shrinking market share adds to concerns about competitive pressures heading into 2026.Tesla recorded 35,280 new registrations during the month, down 20% year over year from 44,190 units. This underperformance stood in stark contrast to the broader battery-electric vehicle (BEV) market, where registrations surged 50.3% to 308,955 units. As a result, Tesla’s BEV market share fell to 11.4%, nearly halving from 21.5% a year earlier.The weakness was even more pronounced over the full year. From January through December, Tesla’s European registrations dropped around 27% to 238,656 units.<h2 class="st-heading-2">Chinese Competitors Hurt Market Share</h2>Meanwhile, competition from China continued to gain ground. BYD reported 27,678 registrations in December, marking a remarkable 230% increase from the previous year. For full-year 2025, BYD’s European registrations jumped to 187,657, up from just 50,912 in 2024.SAIC also reported solid growth. New registrations in December rose more than 15% year over year to 31,806 units, while full-year registrations climbed 25% to 305,717.In the European Union (EU) alone, Tesla’s new registrations declined nearly 32% in December and 38% in 2025. Overall, new car registrations in the EU edged up by 1.8% in 2025, but volumes remain well below pre-pandemic levels. Battery-electric vehicles captured a 17.4% share of the market.Globally, BYD sold 2,256,714 battery-electric vehicles in 2025, overtaking Tesla’s 1,636,129 units for the first time, according to a CnEVPost on Tuesday.<h2 class="st-heading-2">Stock Watch</h2><a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> was up 0.6% in pre-market trading on Tuesday, having closed 3% lower in the previous session. Tesla’s Director of Vehicle Operations and Engineering at Fremont, Benjamin Bate, reportedly left the company to join Chemelex, marking another senior departure, adding to a growing list of high-profile leadership changes at Tesla over the past two years.Retail sentiment on Stocktwits remained in bullish territory over the past 24 hours.&nbsp;<img src="https://news.stocktwits-cdn.com/TSLA_jpg_7eae58b5a8.webp" alt="TSLA.jpg">The stock is up more than 10% over the past year, though it has slipped about 4% so far in 2026.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/unh-stock-falls-cautious-fy26-guidance-medicare-pressures/cmyavPbR4LE">UNH Stock Slides Pre-Market: United Health Warns Of Softer FY26 As Medicare Pressures Mount</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tesla Is Losing Ground In Europe Even As EV Demand Accelerates

Tesla’s new registrations in Europe fell to 35,280 in December, even as the broader battery-electric vehicle market saw new registrations surge more than 50%.

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.


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