SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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

Infleqtion Inc.

Infleqtion (INFQ) is trending as excitement builds around its completed SPAC merger, with the company's CEO featured on financial news and plans to ring the NYSE opening bell, leading the community to discuss its undervalued neutral-atom quantum technology and significant partnerships with entities like NASA and NVIDIA.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce (CRM) is a central topic amid an aggressive sector-wide sell-off in enterprise software, driven by intense market speculation that generative AI will disrupt traditional SaaS models. While many bears highlight AI's transformative potential, a significant portion of the community views the stock as deeply undervalued, emphasizing its robust financials, strong free cash flow, and strategic position to integrate AI into its indispensable platform.

Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks is trending after its latest earnings, which saw a beat on current quarter figures but a lowered profit outlook for upcoming periods, despite increased revenue guidance. This mixed report has sparked a sharp debate among investors, with some viewing the significant sell-off as an overreaction driven by broader software sector fears about AI, while others point to high valuations and M&A integration costs as justified concerns.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is trending due to Nvidia's latest filing revealing an exit from its APLD position, sparking panic selling and concerns about investor confidence. However, many in the community contend this is old news from Q4 2025 and a strategic move by Nvidia, arguing APLD's strong data center fundamentals and upcoming hyperscaler contracts remain intact.

Aldeyra Therapeutics, Inc. is a biotechnology company, which engages in research and development activities with related general business planning, including raising capital. It engages in the discovery of therapies designed to treat immune-mediated diseases. The company was founded by Thomas A. Jordan and John E. Dowling on August 13, 2004 and is headquartered in Lexington, MA.

Aldeyra Therapeutics Inc

Aldeyra Therapeutics is trending after the FDA extended the PDUFA date for its dry eye drug, Reproxalap, to March 2026, requesting additional data but having already shared a draft label and raising no new issues. This has split community sentiment between those who see it as a positive sign of likely approval, citing AbbVie's pre-launch activities, and others who remain wary due to prior rejections and a recent executive departure.

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

CMPS is experiencing a significant surge following highly positive Phase 3 trial results for its COMP360 psilocybin therapy in treatment-resistant depression, with the company accelerating commercialization plans and seeking a rolling FDA submission. The community is actively debating the stock's long-term potential as a pioneer in psychedelic treatments, though a proposed public offering is generating concerns about dilution and short-term volatility.

American Superconductor Corp. engages in the provision of megawatt-scale power solutions. Its products include electric control systems, generators & drivetrains, power converters, renewable interconnectivity solutions, software, turbine designs, utility and industrial resilience and modernization solutions, and utility voltage solutions. It operates through the Grid and Wind segments. The Grid segment enables electric utilities and renewable energy project developers to connect, transmit, and distribute power with efficiency, reliability, security, and affordability. The Wind segment permits the manufacturers to field wind turbines with power output, reliability, and affordability. The company was founded by Yet Ming Chiang, David A. Rudman, John B. Vander Sande, and Gregory J. Yurek on April 9, 1987 and is headquartered in Ayer, MA.

American Superconductor Corp.

American Superconductor (AMSC) is drawing significant attention following robust financial results and strong guidance, as the community highlights its crucial role in modernizing energy grids and supplying essential infrastructure for power-hungry AI data centers. The stock is perceived as undervalued, with analysts raising price targets amid speculation of key strategic partnerships and expanding defense opportunities.

Atomera, Inc. engages in the development, commercialization, and licensing of proprietary processes and technologies for the semiconductor industry. It developed Mears Silicon Technology, which increases performance and power efficiency in semiconductor transistors. The company was founded by Robert Mears on November 26, 2001 and is headquartered in Los Gatos, CA.

Atomera Inc

Atomera (ATOM) is trending with record trading volume following its Q4 2025 earnings call, where management expressed strong confidence in securing near-term licensing and commercial agreements for its Mears Silicon Technology in advanced Gate-All-Around (GAA) and AI chip applications. The community is actively discussing the potential for significant power efficiency improvements in semiconductors and a possible short squeeze, despite historical skepticism surrounding its pre-revenue status.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is trending amidst highly divergent investor moves, with Warren Buffett's Berkshire Hathaway significantly cutting its stake while Bill Ackman's Pershing Square dramatically increased its position, sparking debate over its historic losing streak and heavy AI capital expenditures against strong AWS growth and perceived undervaluation.

Norwegian Cruise Line Holdings Ltd. engages in the provision of cruise travel services. It offers cruise experiences for travelers with itineraries in Europe, Asia, Australia, New Zealand, South America, Africa, Canada, Bermuda, Caribbean, Alaska and Hawaii. Its brands include Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises. The company was founded in 1966 and is headquartered in Miami, FL.

Norwegian Cruise Line Holdings Ltd

Norwegian Cruise Line is trending as activist investor Elliott Management has taken a significant stake, sparking optimism in the community that their push for board and management changes will finally catalyze improved performance and allow the cruise operator to catch up with rivals.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 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 
 


 has invited you to join Stocktwits

Electric Vehicle Stocks To Follow Today - February 17th

Tesla, Rivian Automotive, NIO, BorgWarner, and QuantumScape are the five Electric Vehicle stocks to watch today, according to MarketBeat's stock screener tool. Electric vehicle stocks are shares of...

NIO Inc. (NIO) is Attracting Investor Attention: Here is What You Should Know  

Recently, Zacks.com users have been paying close attention to NIO (NIO). This makes it worthwhile to examine what the stock has in store.

Tesla or NIO: Which Stock Is Worth Retaining in Your Portfolio? 

NIO gains momentum with rising deliveries, expanding margins and improving profits, while TSLA faces slowing sales and heavy AI-driven spending bets.

<ul class="summary-bullets"><li>Nio and Tesla saw continued pullbacks, with Morgan Stanley cutting its Nio stake by about 6% after a volatile rebuild tied to new SUV launches.</li><li>Morgan trimmed Tesla for a third straight quarter, even as Tesla remains one of the bank’s largest holdings at over $14 billion in value.</li><li>Rivian emerged as the standout, with Morgan Stanley boosting its stake by nearly 47% ahead of the R2 launch this year.</li></ul><p>Morgan Stanley is reshuffling its EV exposure, paring back long-running positions in Tesla and Nio while sharply increasing its stake in Rivian Automotive.</p><p>The bank modestly reduced its holding in Morgan Stanley during the fourth quarter, ending two straight quarters of accumulation. The firm finished the year with about 15.3 million shares of Nio Inc., down roughly 6% from the prior quarter, a stake now valued near $75 million.</p><p><img src="https://news.stocktwits-cdn.com/koyfin_20260217_125037029_png_46e75aadff.webp" alt="koyfin_20260217_125037029.png"></p><h2 class="st-heading-2"><strong>Morgan Stanley Eases Nio Position After 2025 Rally</strong></h2><p>The trim follows a turbulent stretch for the position. Morgan Stanley’s Nio stake peaked in early 2024 before being aggressively cut mid-year, then rebuilt in the third quarter of 2025 as the stock rallied on renewed momentum from new SUV launches, including the third-generation ES8 flagship model, which&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nio-stock-garners-retail-attention-after-reaching-40000-es8-deliveries-in-100-days-after-launch/cL75pqJREDA/amp">crossed 40,000 deliveries</a> in roughly 100 days.</p><h2 class="st-heading-2"><strong>Tesla Cut Again, But Still A Core Holding</strong></h2><p>Morgan Stanley also continued to scale back its Tesla exposure, trimming the position for a third consecutive quarter. The firm ended Q4 with roughly 35.8 million shares, its smallest Tesla holding since 2023.</p><p>That said, Tesla remains one of the bank’s largest equity positions, with a value of more than $14 billion. The recent selling comes after a multi-year buildup that saw Morgan Stanley’s Tesla stake nearly double between 2022 and early 2024, before reversing course over the past three quarters.</p><h2 class="st-heading-2"><strong>Morgan Stanley Rebuilds Rivian Stake Ahead Of R2 Launch</strong></h2><p>The most notable shift came in Rivian. Morgan Stanley boosted its stake by nearly 47% in Q4, lifting holdings to about 12.2 million shares and reversing three consecutive quarters of selling.</p><p>The move follows a deep drawdown earlier in 2025 that had taken the position to its lowest level in years. The renewed buying points to rising confidence ahead of Rivian’s planned R2 mid-size SUV launch in spring 2026, as well as improving fundamentals.</p><p>Rivian shares have rallied sharply since year-end, jumping after the company delivered stronger-than-expected Q4 results and issued upbeat delivery guidance for 2026.&nbsp;</p><h2 class="st-heading-2"><strong>Institutions Crowd Back Into Rivian</strong></h2><p>Morgan Stanley’s pivot aligns with broader institutional flows. While Amazon, Vanguard, and BlackRock remain Rivian’s largest holders with relatively stable positions, several firms increased exposure in Q4, including JPMorgan, Capital International Investors, Renaissance Technologies, State Street, and Norway’s sovereign wealth fund.</p><p>Meanwhile, UBS cut its stake by 29% to 13.9 million shares worth $247 million.</p><h2 class="st-heading-2"><strong>How Did Stocktwits Users React?</strong></h2><p>On Stocktwits, retail sentiment toward Nio was ‘bearish’ amid ‘normal’ message volume, while Tesla drew ‘bullish’ sentiment despite ‘low’ activity. Rivian stood out, with retail sentiment turning ‘extremely bullish’ alongside ‘extremely high’ message volume.</p><p>Over the past 12 months,&nbsp;<a href="https://stocktwits.com/symbol/NIO">Nio’s U.S.-listed shares</a> are up about 16%,&nbsp;<a href="https://stocktwits.com/symbol/TSLA">Tesla</a> has gained roughly 17%, while&nbsp;<a href="https://stocktwits.com/symbol/RIVN">Rivian</a> has risen around 33%, outperforming both peers over the period.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

An electric Rivian truck is displayed during the Electrify Expo In D.C. on July 23, 2023 in Washington, DC. The expo highlighted new and soon-to-be-released electric cars, bikes and other technology. (Photo by Nathan Howard/Getty Images)

Rivian Over Tesla? Morgan Stanley’s Latest EV Playbook Shows A Shift In Big Money 

The repositioning mirrors market performance trends, with Rivian outperforming both Tesla and Nio over the past 12 months. 

Equity

Futures, Global Markets Rise With US Markets Closed For President's Day

Futures, Global Markets Rise With US Markets Closed For President's Day Stocks gained, bitcoin tumbled and bonds steadied after Friday's cool CPI data reinforced expectations that the Fed will cut...

Better EV Stock: Rivian vs. Nio

Key PointsThe global EV market surged in 2025 while the American one contracted...

Nio Touts First Adjusted Profit -- Here's What It Isn't Saying

Key PointsNio has recorded strong delivery growth supported by two new sub-brands...

Better Buy: Should Investors Own Lucid, Nio, or Neither?

Key PointsLucid and Nio both have new products pushing deliveries higher...

Electric Vehicle Stocks To Research - February 13th

Tesla, Rivian Automotive, BorgWarner, NIO, QuantumScape, Lucid Group, and XPENG are the seven Electric Vehicle stocks to watch today, according to MarketBeat's stock screener tool. Electric vehicle...

NIO (NYSE:NIO) Shares Down 2% - What's Next?

NIO (NYSE:NIO) Trading Down 2% - Should You Sell...

NIO, Inc. is a holding company which engages in the design, manufacture, and sale of electric vehicles. Its products include the EP9 supercar and ES8 7-seater SUV. It provides users with home charging, power express valet services, and other power solutions including access to public charging, access to power mobile charging trucks, and battery swapping. It also offers other value-added services such as service package, battery payment arrangement, and vehicle financing and license plate registration. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Jiading, China.

NIO Inc - ADR

Fundamental

Technical

A mix of both

Some investors focus on company fundamentals like earnings, growth, and valuation. Others rely on price action, trends, and momentum. Many use a combination of both to guide their decisions. What do you use?

What type of analysis drives your investment decisions?

Stocktwits

Stocktwits Polls

NIO Inc

Discussion heats up as battery swap services report record-breaking daily activity, exceeding 146,000 swaps in a single day and 101 million total.

Traders issue urgent warnings to avoid buying call options, describing them as a "scam" designed by market makers to manipulate stock price and profit from retail investors.

Enthusiastic investors predict a significant upcoming price surge, with targets of $10-$20+ per share, fueled by expectations of institutional buying and short squeezes.

Frequent comparisons emerge with rival EV manufacturers, intensifying debates over market share, technological advantages, and which company offers a stronger investment outlook.

Skepticism rises around the company's financial health, with concerns about its high operating expenses, continuous losses, and the long-term profitability of the battery swap network.

NIO
NIO Inc

Feed

News

Sentiment

Earnings

Fundamentals

Info

Poll

Latest NIO News

NIONIO Inc