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Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood is trending amidst its upcoming earnings, as community discussion highlights the growing revenue from its prediction markets. However, recent user frustrations with platform stability during major events and an ongoing debate about its ties to cryptocurrency performance are also key talking points.

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 amidst an upcoming earnings report, with community sentiment sharply divided on whether its AI-driven lending model will lead to a significant rally or a further drop. Discussions are also heating up around the potential impact of a proposed credit card interest rate cap, which could either boost Upstart's personal loan demand or be seen as a broader headwind for fintech.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers Health is trending as it faces a patent infringement lawsuit from Novo Nordisk and intense FDA/DOJ scrutiny over its compounded GLP-1 weight-loss offerings, sparking a significant sell-off and heated community debate about management's decisions and potential for a short squeeze.

Astera Labs, Inc. is a global semiconductor company, which engages in the provision of hardware and software solutions for AI and cloud infrastructure applications to solve data, memory, and networking bottlenecks. It operates through the following geographical segments: Taiwan, China, United States, and Other. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

Astera Labs is trending after exceeding earnings expectations and securing a major warrant deal with Amazon for future purchases, with the community actively debating its crucial position in AI infrastructure connectivity amid its characteristic volatility.

Lyft, Inc. engages in the provision and management of an online social rideshare community platform. It offers access to a network of shared bikes and scooters for shorter rides and first mile and last-mile legs of multimodal trips, information about nearby public transit routes, and Lyft Rentals to offer riders a view of transportation options when planning any trip. The company was founded by Marcus Cohn, John Zimmer, Rajat Suri, Matt van Horn, and Logan Green in 2007 and is headquartered in San Francisco, CA.

Lyft Inc - Ordinary Shares Cls A

Lyft Inc

Lyft is experiencing renewed investor interest following a strong Q4 earnings report, which highlighted record bookings, significant EPS growth, and a new $1 billion share repurchase program. However, community sentiment remains divided as the market continues to weigh these positive financial developments against persistent concerns regarding robotaxi competition and ongoing acquisition speculation.

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.

Churchill Capital Corp X - Ordinary Shares - Class A

Churchill Capital Corp X 

Churchill Capital Corp X (CCCX) is trending as its merger target, Infleqtion, gained significant attention for securing a NASA space mission and a DOE contract, with the community highly anticipating the upcoming merger vote on February 12th and NYSE debut as INFQ on February 17th. Investors are actively discussing Infleqtion's perceived undervaluation compared to quantum peers, emphasizing its superior neutral-atom technology and established government contracts in defense, space, and energy as key drivers for substantial upside post-merger.

Ford Motor Co. engages in the manufacture, distribution, and sale of automobiles. It operates through the following segments: Ford Blue, Ford Model E, Ford Pro, Ford Next, Ford Credit, and Corporate Other. The Ford Blue, Ford Model E, and Ford Pro segment includes the sale of Ford and Lincoln vehicles, service parts, and accessories, together with the associated costs to develop, manufacture, distribute, and service the vehicles, parts, and accessories. The Ford Next segment is involved in the expenses and investments for emerging business initiatives aimed at creating value for Ford in vehicle-adjacent market segments. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. The Corporate Other segment refers to corporate governance expenses, past service pension and OPEB income and expense, interest income and gains and losses from cash, cash equivalents, and marketable securities, and foreign exchange derivatives gains, and losses associated with intercompany lending. The company was founded by Henry Ford on June 16, 1903 and is headquartered in Dearborn, MI.

Ford Motor Co.

Ford Motor Co

Ford is trending ahead of its earnings release, where a significant EV restructuring charge and outlook for 2026, especially regarding its hybrid strategy, are key discussion points. The community is split between optimism for Ford's pivot and analyst upgrades, and concerns over recent recalls and the broader challenges facing the auto sector.

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 after its Q4 earnings report showed profitability but cautious 2026 guidance and a strategic exit from a business line, triggering a substantial sell-off. The community is vigorously debating whether the market's reaction is an unjustified manipulation of an undervalued stock or a reflection of management's prudent risk management within a challenging fintech landscape.

Evommune, Inc. is a clinical-stage biotechnology company. It engages in the development of medicines for inflammatory diseases. The company was founded by Luis C. Pena, Eugene Andrew Bauer, and Hans Hofland in 2020 and is headquartered in Palo Alto, CA.

Evommune Inc.

Evommune Inc

Evommune (EVMN) is actively trending following positive Phase 2a trial results for its atopic dermatitis drug, EVO301, prompting analysts to significantly raise price targets. The news has sparked a lively debate among traders, with many anticipating further upside and a potential short squeeze, while others expect profit-taking and caution against volatility.

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. It offers various products for performance and reliability, video streaming and delivery, advanced security, insights, Cloudflare for developers, domain registration, and Cloudflare marketplace. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Cloudflare Inc - Ordinary Shares - Class A

Cloudflare Inc

Cloudflare is trending as investors anticipate its upcoming earnings, with community discussion highlighting recent analyst upgrades and excitement around its pivotal role in AI infrastructure, driven by the viral 'Moltbot' AI assistant leveraging its edge computing and Workers platform.

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<ul class="summary-bullets"><li>Chinese regulators said Nio will recall 246,229 ES8, ES6 and EC6 vehicles built between 2018 and 2023.</li><li>The recall was due to software issues that could cause temporary blackouts on the dashboard and central display.</li><li>Regulatory filings showed the upcoming ES9 will feature a 102-kWh battery with up to 620 km CLTC range and a larger body than the ES8.</li></ul>Nio shares&nbsp;rose 0.8% in premarket trading on Tuesday, as investors weighed the company’s disclosure of a large-scale software recall in China against new regulatory filings detailing the specifications and expected launch timeline of its next flagship SUV.<h2 class="st-heading-2">Nio To Recall Over 246,000 EVs In China&nbsp;</h2>Chinese regulators said Nio will recall 246,229 ES8, ES6 and EC6 vehicles manufactured between March 2018 and January 2023 after identifying software issues that could, under certain conditions, cause temporary blackouts in the instrument cluster and central display, CnEVPost&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://cnevpost.com/2026/02/09/nio-es9-620-km-range-102-kwh-battery-pack/">reported</a>.The malfunction could leave drivers without access to key information, including speed readings, system alerts, and defrost or demist controls, increasing safety risks. The recall applies primarily to vehicles built on Nio’s NT 1.0 platform. Nio said it will address the issue through free over-the-air software updates, bringing affected vehicles to Aspen 3.5.6, Alder 2.1.0, or newer versions.<h2 class="st-heading-2">Software Platforms Under The Spotlight</h2>The recall highlights the complexity of Nio’s evolving software stack. NT 1.0 models run the Aspen architecture using Mobileye EyeQ4 chips, while NT 2.0 vehicles operate on the Banyan system with Nvidia Orin X processors. Newer models featuring Nio’s in-house Shenji NX9031 chip rely on Cedar and Cedar S software.Large recalls involving domestic automakers remain relatively rare in China, where software-related actions have more often involved global EV makers like Tesla, BMW and Mercedes-Benz.<h2 class="st-heading-2">Flagship ES9 Details Surface&nbsp;</h2>Meanwhile, newly released filings from China’s Ministry of Industry and Information Technology provided a clearer look at Nio’s upcoming ES9 flagship SUV. The vehicle will use a 102-kWh battery pack and offer CLTC-rated driving ranges of up to 620 kilometers, depending on configuration. Curb weight varies between 2,845 and 2,915 kilograms.&nbsp;By comparison, the current-generation ES8 delivers a CLTC range of 635 kilometers with the same battery. The filings also show the ES9 will be larger than the ES8, measuring 5,365 mm long, 2,029 mm wide and 1,870 mm tall, while retaining the same 3,250 mm wheelbase.<h2 class="st-heading-2">Nio ES9 Nears April Launch</h2>Nio said the ES9’s technical launch is tentatively planned for early April, pointing to a likely public debut around the Beijing Auto Show later that month. The model has completed tooling trials and is expected to enter pre-production shortly.CEO William Li has said the ES9 will incorporate the company’s latest technologies, including dual Shenji NX9031 chips and the SkyRide chassis, and is positioned as a more business-oriented alternative to the ES8.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for Nio was ‘bullish’ amid ‘extremely high’ message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/nio_ss_png_48faa33543.webp" alt="nio ss.png" width="966" height="143"><figcaption>NIO sentiment and message volume as of February 10 | Source: Stocktwits</figcaption></figure>One user said, “<a href="https://stocktwits.com/symbol/NIO">$NIO</a> is not going to make you rich overnight. Just keep adding and in 5-10 years it will.”<stembedurl>https://stocktwits.com/1Fastevo/message/644525920</stembedurl>Another user said, “An over the air software recall is not a big deal. 1 recall Tesla had 72 had to bring them in to get it fixed. NIO just wake up one morning turn the car on recall fixed.”<stembedurl>https://stocktwits.com/NIO2bwealthy/message/644524948</stembedurl><a href="https://stocktwits.com/symbol/NIO">U.S.-listed shares of Nio</a> have risen 15% over the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Nio logo is seen at the NIO booth in the National Exhibition Center in Shanghai, China. (Photo by Ying Tang/NurPhoto via Getty Images)

Nio Stock Rises Premarket: Investors Look Past China Software Recall Toward ES9 Flagship SUV Launch

The company plans to fix software issues through free over-the-air updates, bringing affected vehicles to Aspen 3.5.6, Alder 2.1.0, or newer versions.

Equity

<ul class="summary-bullets"><li>Stephens, Keefe, Bruyette &amp; Woods, and Benchmark cut price targets but pointed to 68%-121% upside from Pagaya's last close.</li><li>Benchmark called the selloff “violent and largely disconnected,” saying the move reflected prudence and tail-risk reduction, not credit stress.</li><li>Pagaya tightened underwriting late in Q4 amid consumer uncertainty.</li></ul>Shares of Pagaya Technologies (PGY)&nbsp;rose 1.6% in premarket trading on Tuesday as Wall Street cut price targets but largely stood by bullish ratings, with analysts pointing to as much as 120% upside despite the stock’s worst session in over a year.<a href="https://stocktwits.com/symbol/PGY">PGY stock</a> plunged 24% to $14.19, its lowest level in more than eight months, and posted its worst session in nearly 15 months.<h2 class="st-heading-2">Wall Street View On PGY</h2>Stephens lowered its price target on Pagaya Technologies to $25 from $33, implying a 68% upside from the stock’s last close, and kept an ‘Overweight’ rating. The brokerage noted that while Pagaya tightened underwriting, credit continues to perform “consistently,” and that there were no incremental write-downs in the fourth quarter (Q4.)Keefe, Bruyette &amp; Woods similarly lowered its price target to $30 from $35, pointing to a 101% upside from the stock’s current levels, and kept an ‘Outperform’ rating. The firm said a volume miss and lowered outlook prompted it to reduce 2026 and 2027 estimates, but added that growth concerns have created what it sees as a “buying opportunity.”&nbsp;Benchmark also cut its target, lowering it to $33 from $48, implying a 121% upside from the stock’s last close, while reiterating a ‘Buy’ rating. The firm said the selloff was “violent and largely disconnected” from comments made during the conference call. “It was prudence - a deliberate, preemptive action aimed at reducing Pagaya's exposure to tail risk,” the brokerage added.<h2 class="st-heading-2">PGY Q4 Print</h2>Pagaya reported Q4 earnings per share (EPS) of $0.80, above the $0.77 consensus estimate, while Q4 revenue of $321 million missed the $349.5 million consensus.For the first quarter (Q1) of 2026, the company expects revenue in the range of $315 million to $355 million, compared with a $344 million consensus, and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) of $80 million to $95 million.&nbsp;For FY26, Pagaya forecasts revenue of $1.4 billion to $1.575 billion versus a $1.52 billion consensus, and adjusted EBITDA of $410 million to $460 million.<h2 class="st-heading-2">Pagaya Tightens Underwriting Amid Consumer Uncertainty</h2>On the earnings call, CEO Gal Krubiner said Pagaya proactively tightened underwriting late in Q4 amid persistent consumer uncertainty. He said company data does not show consumer deterioration and that credit performance across asset classes remains in line with expectations, adding the pullback was aimed at reducing exposure to higher-risk credit deals that could carry larger losses in a downside scenario.Meanwhile, CFO Evangelos Perros said the production adjustment reduced Q4 volume by about $100 million to $150 million without affecting profitability targets.&nbsp;Pagaya said it will diversify its capital base, expanding forward flow arrangements across personal loans, auto loans and point-of-sale financing, and building close to $3 billion of revolving capacity through revolving ABS structures.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for Pagaya flipped to ‘extremely bullish’ from ‘bullish’ over the past day amid over a 2,500% surge in 24-hour message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/pgy_ss_png_058c46623b.webp" alt="pgy ss.png" width="969" height="140"><figcaption>PGY sentiment and message volume as of February 10 | Source: Stocktwits</figcaption></figure>One user said, “Easiest trade in the market right now. This will 2x-3x in a matter of years. Buy your leaps now this is EZ money folks”<stembedurl>https://stocktwits.com/DiamondHands_McGee/message/644530707</stembedurl>Another user said the stock’s move was “completely out of touch with fundamentals”<stembedurl>https://stocktwits.com/tgil/message/644530085</stembedurl>PGY stock has declined 14% over the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the Pagaya Technologies logo is seen displayed on a smartphone screen. 

Pagaya Stock Rises Premarket After Worst Day In 15 Months: Wall Street Still Sees Up To 120% Upside And Calls Selloff ‘Violent’

CEO Gal Krubiner said company data shows no signs of consumer deterioration, and that credit performance across asset classes remains in line with expectations.

<ul class="summary-bullets"><li>The Luce will be a standard, special-order model rather than a limited edition, with the exterior set for a May 2026 reveal.</li><li>The interior was presented in San Francisco alongside LoveFrom, led by former Apple design chief Jony Ive.</li><li>The cabin rejects screen-heavy EV trends in favor of physical controls and compact displays.</li></ul>Ferrari’s (RACE) first all-electric sports car isn’t being talked about for its battery or range. Instead, the unveiling of Ferrari Luce’s interior on Monday set off a wave of banter online about touchscreens, tactile controls and the legacy of an iPhone-inspired car design.&nbsp;RACE stock rose 0.7% on Monday to hit $336.13, but ended slightly lower in after-hours trading.&nbsp;<h2 class="st-heading-2">Ferrari Introduces ‘Luce’</h2>The Luce will be Ferrari’s first full-electric production vehicle and is expected to be a standard model in the lineup rather than a limited edition, though it will remain&nbsp;a special order. Pricing and launch timing were not disclosed. Ferrari said the exterior design will be unveiled in Italy in May 2026, completing the final phase of the rollout.<figure class="image"><img src="https://news.stocktwits-cdn.com/luce1_png_adb388a828.webp" alt="luce1.png" width="925" height="767"><figcaption>Photo courtesy: Ferrari</figcaption></figure>The reveal was hosted in San Francisco by Ferrari alongside LoveFrom, the creative studio founded by former Apple design chief Jony Ive and designer Marc Newson. Ferrari said LoveFrom has worked with the company for roughly five years on every aspect of the Luce’s design.<h2 class="st-heading-2">Ferrari Rejects Screen-Heavy Interior Trend</h2>The Luce’s interior departs from the screen-heavy layouts common across much of the EV market. Ferrari said the cabin was conceived as a single, simplified volume focused on driving, combining mechanical buttons, dials, toggles and switches with compact digital displays.<figure class="image"><img src="https://news.stocktwits-cdn.com/luce3_png_3c791669fe.webp" alt="luce3.png" width="748" height="731"><figcaption>Photo courtesy: Ferrari</figcaption></figure>The key elements for the vehicle include a mostly aluminum steering wheel with a limited set of controls, a movable instrument binnacle that shifts with the steering column, and a central touchscreen roughly the size of a small tablet. Physical switches surround the display for functions such as climate control and seat adjustments, alongside a clock that can transition into a chronograph.Ferrari said hardware and software were developed together so that physical architecture and interface behavior feel cohesive, rather than layered.<h2 class="st-heading-2">Ferrari Luce Ignites Heavy Social Media Banter</h2>The reveal quickly sparked discussion on X, with Jordan Golson, an automobile journalist,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/jlgolson/status/2020850167054737670">saying</a> he spent a day with Jony Ive, Marc Newson, and the interior of Ferrari’s first electric car. He said, "It isn't just a new Ferrari. It's Ive's argument that the entire car industry copied the wrong part of the iPhone."<figure class="image"><img src="https://news.stocktwits-cdn.com/luce2_png_3098b34153.webp" alt="luce2.png" width="770" height="813"><figcaption>Photo courtesy: Ferrari</figcaption></figure>Tesla Influencer Nic Cruz Patane&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/niccruzpatane/status/2020936844033261582">said</a>, "Everything is very Apple-esque. This is as close as you’re going to get to an Apple Car lol."“Ooh, everything on the Ferrari Luce by Jony Ive sounds so… tactile. I love it,” Ray Wong, a senior editor at tech-based news outlet Gizmodo,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/raywongy/status/2020897734849692088">said</a>, adding that Ive’s design language is often mistaken for oversimplification."An Apple Car designed by Ive wouldn’t have looked or sounded like this. The vision for that was different—passengers relaxing in a cabin on wheels controlled by Siri. It would have been a different experience. The Luce is a Ferrari, and people who buy Ferraris are interested in driving, not being driven," Wong said.<h2 class="st-heading-2">From Apple Car Concept To Ferrari Luce</h2>The collaboration has drawn attention because of Ive’s long association with Apple, during which he spent years on early design work for an Apple-branded vehicle that was ultimately shelved. That project envisioned a fully autonomous car centered on large displays and an interior designed for relaxation rather than driving.Speaking about the Ferrari Luce at the San&nbsp;Francisco event, Ive contrasted that earlier exploration with Ferrari’s approach, saying that the use of electric power does not require interiors to be dominated by digital interfaces, Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-02-09/ferrari-luce-interior-photos-of-electric-ferrari-co-designed-by-jony-ive?srnd=undefined">reported</a>. “I think particularly as the power source affords an incredible set of opportunities, we are missing some things we love about our old Ferraris,” he added.Ive said that while self-driving technology is “mind-blowing,” large touchscreens can disconnect drivers from the driving experience, and that physical controls remain important even as electric power opens new design possibilities.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for RACE flipped to ‘extremely bullish’ from ‘bearish’ after the reveal amid ‘extremely high’ message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/race_ss_png_1498a92f32.webp" alt="race ss.png" width="972" height="142"><figcaption>RACE sentiment and message volume as of February 10 | Source: Stocktwits</figcaption></figure>One user said, “I hope it breaks 300$ so I can buy in!”<stembedurl>https://stocktwits.com/JohnAF/message/644526501</stembedurl>Another user expects the stock to reach $380 soon.<stembedurl>https://stocktwits.com/GM1972/message/644504229</stembedurl><a href="https://stocktwits.com/symbol/RACE">RACE stock</a> has declined 24% over the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Ferrari brand logo, the coat of arms with the lettering and a rising horse, can be seen on a vehicle from the sports car manufacturer in Munich on February 9, 2026. Photo: Matthias Balk/dpa (Photo by Matthias Balk/picture alliance via Getty Images)

The Apple Car That Never Was? iPhone Designer Jony Ive's Makeover For Ferrari Luce Interiors Sends Online Banter Into Overdrive

Ive spent years at Apple working on early designs for a car project that was ultimately shelved.

<ul class="summary-bullets"><li>MSLE stock&nbsp;was down about 2%&nbsp;in overnight trading heading into Tuesday.</li><li>The company completed a $57.2 million public offering to fund its lead drug, SAT-3247, and other research into muscle diseases.</li><li>Early data for SAT-3247 is expected in the second quarter of 2026, following encouraging adult safety results.</li></ul>Shares of Satellos Bioscience Inc. (MSLE) opened more than 10% above their offering price in the company’s Nasdaq debut on Monday before ending the session more than 3% lower and dipping over 8% in after-hours trading.Investor sentiment took a hit after the company revealed it had completed an equity raise to fund its Duchenne muscular dystrophy (DMD) program and broader muscle disease research.&nbsp;<h2 class="st-heading-2">MSLE Wraps Up Equity Raise</h2>Satellos said it has completed its underwritten public offering, raising about $57.2 million before fees. The deal included roughly 5.2 million common shares, along with pre-funded warrants for some investors. The <a href="https://stocktwits.com/symbol/MSLE">shares of Satellos</a> were sold at $10.1 each. The stock is also listed on the Toronto Stock Exchange under the MSCL ticker.The company said the funds will mainly support research and development, with a focus on advancing SAT-3247, its lead drug candidate, into mid and late-stage clinical trials. Some of the money will also be used to explore additional muscle-related diseases and support early-stage research programs.Ahead of the Nasdaq listing, Satellos carried out a 1-for-12 share consolidation in late January. This reduced the total number of shares from about 185.5 million to roughly 15.5 million, helping the stock meet Nasdaq’s listing requirements.<h2 class="st-heading-2">How SAT-3247 Works</h2>SAT-3247 is an oral drug designed to help the body repair and regenerate muscle by targeting a protein called AAK1, which plays a role in muscle stem cell signaling. Unlike gene therapies, SAT-3247 does not depend on fixing the dystrophin gene, meaning it could potentially work for a wide range of Duchenne patients, regardless of their specific genetic mutation.In December, Satellos received FDA clearance and approvals from global regulators to begin a Phase 2 clinical study of SAT-3247 in 51 children with Duchenne. The study will test safety and measure changes in muscle strength and function. The company expects early trial results in the second quarter of 2026. Earlier studies in adults showed that the drug was well tolerated and associated with improvements in grip strength over a 28-day treatment period.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for Satellos Bioscience was ‘neutral’ amid ‘extremely low’ message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/msle_ss_png_8d0bdc8b59.webp" alt="msle ss.png" width="973" height="142"><figcaption>MSLE sentiment and message volume as of February 10 | Source: Stocktwits</figcaption></figure>One user said the company’s “Clinical results should be pretty stellar.”<stembedurl>https://stocktwits.com/bruceleeboy/message/644522213</stembedurl>Another user said, “It looks like all went well with the listing. Great work. Let’s see if we&nbsp; get something going this Spring.”<stembedurl>https://stocktwits.com/PennyScam/message/644421647</stembedurl>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Shares of Satellos Bioscience Inc. (MSLE) opened more than 10% above their offering price in the company’s Nasdaq debut on Monday. (Photo credit: Getty Images)

Why MSLE Stock Gave Up All Nasdaq Debut Gains And Fell 8% After Hours

SAT-3247, an oral therapy aimed at restoring muscle repair, is now in Phase 2 testing in children with DMD.

<ul class="summary-bullets"><li>Peter Tuchman noted that the S&amp;P 500 briefly tested 7,000 last week before pulling back, while the Dow has hovered near 50,000.</li><li>He said pressure on technology stocks shows investor impatience over AI investment timelines, even as companies stick to existing strategies.</li><li>Investors are now looking ahead to a heavy slate of U.S. data due Tuesday.</li></ul>Veteran NYSE floor trader Peter Tuchman, also known as the "Einstein of Wall Street", highlighted a growing divide across U.S. market indexes and said investors are growing impatient with returns on artificial intelligence plays as U.S. mega-cap tech firms table spending plans the size of some countries' entire economies.<h2 class="st-heading-2">Market 'Bifurcation' Between S&amp;P 500 And Dow Jones</h2>In his<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/EinsteinoWallSt">&nbsp;X video</a> on Monday, Tuchman recapped the session in which all major indexes (Dow Jones, S&amp;P 500, and Nasdaq) closed higher. He pointed to what he described as a "bifurcation" in the market, with the S&amp;P 500 weighed down by its heavy exposure to technology stocks while the Dow Jones Industrial Average has shown relative resilience.The Dow Jones Industrial Average (DJIA) tracks just 30 large blue-chip companies, hand-selected by a committee to represent major segments of the U.S. economy, excluding transportation and utilities. The S&amp;P 500, by contrast, includes 500 large-cap U.S. companies and provides a broader view of large-cap performance across all major sectors. One key distinction is weighting: the Dow is price-weighted, while the S&amp;P 500 is market-cap-weighted. As a result, the S&amp;P 500's top three stocks by weight are Nvidia, Apple, and Microsoft, while the Dow's largest components are Goldman Sachs, Caterpillar, and Microsoft.<h2 class="st-heading-2">Tuchman's Thesis About U.S. Markets</h2>Tuchman said, "What's really happening is this: We do see tech under pressure. We do see that a lot of the investors are saying, 'Wait a minute, everybody ... we put all this money into tech and all this money into AI. Then we know that AI has been the catalyst of the market. We are impatient. You promised us that we're going to start seeing results right away. I know it's five years out to build these data centers and all that, but you promised us all this stuff, and now it's not happening fast enough.'""So the bottom line is: Feelings aren't facts. At the end of the day, just because the investors are getting impatient and the companies are not changing their position in any way, they're still putting that capex out, they're still getting behind everything they promised but it's not happening in the timeline that investors want," he said.Tuchman, who has been trading on the NYSE floor for over four decades, has been more active on social media recently, posting market commentary and urging investors to educate themselves further.<h2 class="st-heading-2">What S&amp;P 500, Nasdaq &amp; Dow Futures Point To</h2>As of 12.48 a.m. ET, Nasdaq 100 futures were down about 0.02%, while S&amp;P 500 futures gained 0.03%. Dow futures were modestly higher. All major indexes closed higher on Monday after actress Sydney Sweeney rang the opening bell at the New York Stock Exchange.On Stocktwits, retail sentiment toward&nbsp;<a href="https://stocktwits.com/symbol/SPY">&nbsp;SPDR S&amp;P 500 ETF Trust (SPY)</a> and<a href="https://stocktwits.com/symbol/QQQ">&nbsp;Invesco QQQ Trust (QQQ)</a> was 'bearish' amid 'high' message volume, and sentiment toward the<a href="https://stocktwits.com/symbol/DIA">&nbsp;SPDR Dow Jones Industrial Average ETF Trust (DIA)</a> was 'bullish' amid 'extremely high' message volume.<h2 class="st-heading-2">Big Tech's Massive AI Spending Plan</h2>Google parent Alphabet on Monday said it would raise about $20 billion through a U.S. dollar bond offering, exceeding earlier expectations. Capital expenditures for the four largest U.S. technology companies are forecast to reach roughly $650 billion in 2026.Despite shifting sentiment, Tuchman said companies have not changed their strategic direction, adding that business plans remain on the same trajectory even as markets react to short-term frustration.He added that the S&amp;P 500 added more than $250 billion in market capitalization and now sits less than 1% away from a new record high.<h2 class="st-heading-2">Macro Signals And Market Drivers In Focus</h2>White House economic adviser Kevin Hassett said U.S. job gains could slow in the coming months due to weaker labor force growth and higher productivity, which could weigh on market sentiment.&nbsp;Investors are now looking ahead to a heavy slate of U.S. data due Tuesday, including the NFIB optimism index, the employment cost index, import prices, retail sales and business inventories, along with remarks from Cleveland Fed President Beth Hammack and Dallas Fed President Lorie Logan.<h2 class="st-heading-2">Major U.S. Q4 Earnings On Tap</h2>Earnings season remains in focus, with Coca-Cola scheduled to report before the open on Tuesday, followed by results from Hasbro and Spotify.In broader markets, the yield on the benchmark 10-year U.S. Treasury note hovered near 4.2%. Gold and silver declined as investors took profits, while WTI crude traded slightly lower. Asian markets advanced for a second straight session, led by Japan, where the Nikkei 225 rose to a fresh record high.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Stock trader Peter Tuchman works on the floor of the New York Stock Exchange (NYSE) on December 15, 2022 in New York City. (Photo by Spencer Platt/Getty Images)

'Einstein Of Wall Street' On NYSE Trading Floor Warns Investors Are Growing Impatient With AI Trades: 'Feelings Aren't Facts'

Peter Tuchman flags a widening split between the S&P 500 and Dow as mega-cap tech spending tests investor patience.

<ul class="summary-bullets"><li>The stock posted its best session in nearly a month as investors looked ahead to quarterly results.</li><li>Wall Street expects quarter-on-quarter revenue growth, while losses are projected to widen.</li><li>The company has said previously that it remains confident of returning to profitability in 2026.</li></ul>Shares of Oscar Health, Inc. (OSCR) snapped a six-day losing streak on Monday as investors looked ahead to quarterly results expected to show steady revenue growth but widening losses.<a href="https://stocktwits.com/symbol/OSCR">OSCR stock</a> logged its best session in nearly a month on Monday to end at $12.66 and edged 2% higher in after-hours trading.&nbsp;<h2 class="st-heading-2">What Wall Street Expects From OSCR’s Q4 Print</h2>According to Koyfin estimates, Oscar is expected to report quarter-on-quarter revenue growth, with fourth-quarter (Q4) revenue at $3.12 billion, up from nearly $2.99 billion in the prior quarter.However, losses are expected to widen. Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) loss is projected to&nbsp;balloon to $217.8 million&nbsp;from $101.5&nbsp;a year earlier. Earnings before interest and taxes (EBIT) loss is expected to widen to $234.7 million from $129.3 million, while GAAP loss per share is forecast at $0.86 per share, compared with a loss per share of $0.53 per share previously.&nbsp;OSCR stock carries a consensus 'Hold' rating, according to Koyfin. Of the 10 analysts covering the company, one rates it 'Strong Buy', none rate it 'Buy', six have 'Hold' ratings, two rate it 'Sell', and one rates it 'Strong Sell.'<h2 class="st-heading-2">Brokerage Views On OSCR Stock</h2>Last month, UBS upgraded Oscar to 'Neutral' from 'Sell' and raised its price target to $17 from $12, saying exchange enrollment has held up better than feared despite the expiration of enhanced premium subsidies. UBS added that the shares appear fairly valued at current levels.Around the same time, Barclays upgraded Oscar to 'Equal Weight' from 'Underweight' with an $18 price target. The firm said managed care stocks could benefit in 2026 from margin expansion and a rotation away from AI-linked stocks, adding that the market may be over-discounting the negative impact of expiring subsidies on Oscar.More bullish commentary came earlier from Piper Sandler, which upgraded Oscar to 'Overweight' in November and raised its price target to $25 following a deep dive into pricing, benefit design, and broker strategy in Miami-Dade County. Piper said Oscar could grow market share and improve profitability even if enhanced subsidies expire, and described&nbsp;the calendar year 2027 adjusted EBITDA of $404 million as a downside floor.Meanwhile, Jefferies maintained an 'Underperform' rating in December with a $12 price target, warning of elevated medical loss ratio risk tied to special enrollment periods, particularly in Georgia. Stephens, which initiated coverage in the same month with an 'Equal Weight' rating and a $17 target, described Oscar’s pure-play exposure to Affordable Care Act (ACA) exchanges as a “two-way street” that supports profitability initiatives but also adds uncertainty to longer-term growth.<h2 class="st-heading-2">ACA Enrollment Trends Remain A Key Overhang</h2>Oscar’s earnings come as ACA enrollment shows early signs of cooling. Data from the Centers for Medicare and Medicaid Services showed 2026 marketplace enrollment at about 22.8 million, down from 24.3 million the prior year, following the lapse of enhanced premium subsidies that had been in place since 2021.The subsidies had lifted total enrollment to above 24 million by 2025, after spending 11 million to 12 million from 2015 to 2021.&nbsp;However, on its November earnings call, Oscar said it was confident it could expand margins and return to profitability in 2026, citing disciplined pricing and geographic expansion. In the third quarter, Oscar Health reported a smaller-than-expected loss with GAAP EPS of $0.53 versus consensus $0.58, even as revenue of $2.99 billion came in below estimates of $3.08 billion.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for Oscar Health was ‘bullish’ amid ‘high’ message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/oscr_ss_png_097e66d206.webp" alt="oscr ss.png" width="918" height="134"><figcaption>OSCR sentiment and message volume as of February 9 | Source: Stocktwits</figcaption></figure>One user noted that “The company has a history of surpassing EPS expectations 75% of the time over the past year.”<stembedurl>https://stocktwits.com/mikesterz7/message/644521250</stembedurl>Another user said, “OSCR feels priced for bad news already. Expectations are low, sentiment is washed out, and management has been executing quietly. Doesn’t need a blowout — a clean beat + solid guidance is enough to re-rate this. Staying long and letting earnings do the talking. “<stembedurl>https://stocktwits.com/Thekiss320/message/644517824</stembedurl>OSCR stock has declined 14% over the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Oscar Health, Inc. is displayed on a smartphone screen on May 04, 2025, in Chongqing, China.  (Photo illustration by Cheng Xin/Getty Images)

OSCR Stock Snaps 6-Day Slide Ahead Of Q4 Results: Can The Rebound Survive Post-ACA Subsidy Fears?

Oscar’s earnings come as ACA enrollment shows early signs of cooling.

<ul class="summary-bullets"><li>Clear Street kept a 'Buy' rating, cut its price target to $45 from $50, and said its core thesis remains intact.</li><li>The FDA said more evidence is needed to support approval of RGX-121 for Hunter syndrome.</li><li>Regenxbio plans a Type A meeting with the FDA and aims to resubmit the BLA with additional expert input and longer-term data.</li></ul>Shares of Regenxbio, Inc. plunged about 16% after hours on Monday after the FDA issued a Complete Response Letter (CRL) for its Hunter syndrome gene therapy. Still, Clear Street kept a 'Buy' rating and said its core thesis&nbsp;on RGNX&nbsp;remains intact.<h2 class="st-heading-2">Clear Street’s Take On RGNX</h2>Clear Street lowered its price target on Regenxbio to $45 from $50, implying over a 300% upside from the stock's last close.&nbsp;The firm said the FDA cited insufficient evidence of effectiveness for RGX-121, and pointed to the strength of existing data from RGX-202 in Duchenne muscular dystrophy (DMD), the clear unmet need in the market, early data from sura-vec in wet age-related macular degeneration.Clear Street also reiterated its conviction in Adeno-associated virus (AAV) gene therapy and Regenxbio’s ability to develop “best-in-class” AAV programs.<h2 class="st-heading-2">FDA Pushes Back Approval Of RGX-121</h2>On Monday, Regenxbio said the U.S. Food and Drug Administration (FDA)&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-rgnx-shares-plummet-after-hours-today/cZbxnumR4ot">issued</a> a CRL for its Biologics License Application (BLA) for RGX-121 to treat Hunter syndrome, also known as Mucopolysaccharidosis Type II (MPS II).The BLA had been accepted under the accelerated approval pathway in May 2025. In the CRL, the FDA said it agreed with the study protocol in principle but outlined reasons for not approving the application at this stage. These included uncertainty about study eligibility criteria for clearly defining patients with neuronopathic disease, questions about the comparability of the external natural history control, and whether the biomarker used in the study can reliably predict meaningful benefit for patients.The FDA also outlined potential paths forward, including a new study, treating additional patients with longer-term follow-up, or using an untreated control arm, all of which the company noted would be challenging in an ultra-rare disease such as MPS II.In January, the FDA placed clinical holds on RGX-121 and RGX-111 after identifying a single case of a central nervous system tumor in a participant treated with RGX-111.&nbsp;<h2 class="st-heading-2">Regenxbio Targets BLA Resubmission</h2>Regenxbio said it plans to request a Type A meeting with the FDA to discuss the CRL and a potential resubmission strategy. The company said it intends to provide additional evidence from global MPS II experts, further clarify the neuronopathic patient population, and include longer-term clinical data to support evidence of effectiveness, with the goal of resubmitting the BLA as quickly as possible.CEO Curran Simpson said the company remains confident in the quality and volume of evidence supporting RGX-121’s long-term potential and described the FDA’s decision as “devastating” for families affected by the disease.<h2 class="st-heading-2">How RGX-121 Works</h2>RGX-121 is a one-time gene therapy designed to deliver a functional copy of a missing gene directly to the brain, enabling the body to produce the required enzyme on an ongoing basis. The approval application was supported by lab results, patient function data, and safety findings from the Campsiite clinical trial program, with follow-up data extending to 12 months. The company has said the treatment has been well-tolerated by all patients to date.The program has received Orphan Drug, Rare Pediatric Disease, Fast Track, and Regenerative Medicine Advanced Therapy (RMAT) designations from the FDA, as well as Advanced Therapy Medicinal Products (ATMP) classification from the European Medicines Agency.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for RGNX was ‘extremely bearish’ amid ‘extremely high’ message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/rgnx_ss_png_f43d854587.webp" alt="rgnx ss.png" width="982" height="165"><figcaption>RGNX sentiment and message volume as of February 9 | Source: Stocktwits</figcaption></figure>One user questioned, “My concern now is that RGX-202 for Duchenne also does not have a control arm,” noting that companies using natural history controls have faced FDA pushback even when initially agreed. They also pointed out that Sarepta’s Elevidys included a placebo arm.<stembedurl>https://stocktwits.com/cold_beef_cake/message/644518465</stembedurl>Another user said, “This one is done. They will need to dilute &amp; raise then meet FDA. Do whole new arm. Stock is dead in the water.”<stembedurl>https://stocktwits.com/Steve_TheBull_Rogers/message/644515963</stembedurl><a href="https://stocktwits.com/symbol/RGNX">RGNX stock</a> has risen 26% over the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.

RGNX stock has risen 26% over the past 12 months. (Photo credit: Getty Images)

Regenxbio Stock Still Has Over 300% Upside Despite FDA Pushback On Hunter Syndrome Drug: Clear Street

Clear Street pointed to strength in RGX-202 data for Duchenne and early results from Sura-Vec in wet AMD.

<ul class="summary-bullets"><li>Investors weighed newly released DOJ documents detailing Jeffrey Epstein’s aborted 2017 investment talks with the EV maker.</li><li>DOJ records show Epstein explored investing in Lucid through parallel channels during a Morgan Stanley-led $400M Series D in 2017.</li><li>Vanguard boosted its Lucid holding for a sixth straight quarter to about 12 million shares.</li></ul>Shares of Lucid Motors&nbsp;fell marginally in premarket Monday as investors digested newly released Justice Department documents detailing previously undisclosed fundraising discussions tied to Jeffrey Epstein, alongside fresh disclosure that Vanguard Group increased its stake in the EV maker.<a href="https://stocktwits.com/symbol/LCID">LCID stock</a> has slipped about 1% over the past week, closing lower in three of the last five trading sessions. It surged nearly 14% on Friday after Vanguard boosted its stake in the company.<h2 class="st-heading-2">Epstein Files Reveal 2017 Lucid Investment Talks</h2>Newly released DOJ documents show that Jeffrey Epstein pursued a potential investment in Lucid in 2017 through at least two parallel channels, even as the company was conducting an official Series D capital raise led by Morgan Stanley, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://techcrunch.com/2026/02/06/prince-andrew-advisor-pitched-jeffrey-epstein-on-investing-in-ev-startups-like-lucid-motors/">report</a> by TechCrunch.Emails reveal that Epstein received detailed terms for a planned $400 million Series D round, with a minimum investment of more than $10 million, and simultaneously reviewed a separate proposal to acquire roughly 30% of Lucid through a secondary share purchase tied to Faraday Future founder Jia Yueting. The discussions ultimately collapsed after Ford&nbsp;declined to serve as a strategic investor, and the Series D did not close.Epstein&nbsp;reportedly continued to track Lucid into 2018, according to follow-up correspondence that referenced potential Saudi funding. Lucid later secured more than $1 billion from Saudi Arabia’s Public Investment Fund in 2018, which went on to acquire Jia’s shares over subsequent years.<h2 class="st-heading-2">Vanguard Boosts LCID Stake&nbsp;</h2>Meanwhile, Vanguard Group disclosed it increased its Lucid stake for a sixth straight quarter, holding about 12 million shares by the end of 2025 after a 6% increase in the fourth quarter.Vanguard’s position was valued near $127.5 million at the end of the year before declining alongside Lucid’s share price. The asset manager remains one of Lucid’s largest institutional holders, alongside Saudi Arabia’s Public Investment Fund, which has invested roughly $9 billion in the company since 2018, and Uber, which partnered with Lucid and Nuro on a robotaxi program last year.<h2 class="st-heading-2">Lucid Struggles Persist Despite Growth Plans</h2>Lucid’s shares have struggled in recent years amid production challenges, weak EV demand, and uneven execution, prompting management changes, capital raises, and strategic partnerships.Last month, the company announced an expanded&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/is-san-disk-stock-unstoppable-after-doubling-in-3-weeks-here-s-what-wall-street-and-retail-see-ahead-of-earnings/cmUz1wOR4QE">manufacturing partnership</a> with Rockwell Automation to support its Saudi Arabia facility at King Abdullah Economic City, a site central to its long-term production strategy.&nbsp;However, Lucid remains heavily dependent on the Lucid Gravity SUV for near-term volume. The model has come under scrutiny after customer complaints re-emerged around software reliability, including navigation errors, sensor warnings, and inconsistent system responses, despite recent over-the-air updates.Looking ahead, the company has identified growth drivers, including a planned midsize vehicle platform priced around $50,000, targeted for launch in 2026, and its robotaxi program, developed with Uber Technologies and Nuro. The&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/lucid-stock-rises-after-hours-following-a-ces-reveal/cmxwXkiR4RN">production-intent robotaxi</a>, unveiled at CES 2026, is based on the Gravity platform and is intended for global deployment following validation and testing.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for LCID was ‘bearish’ amid ‘low’ message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/lcid_ss_png_3cd3101b4a.webp" alt="lcid ss.png" width="972" height="133"><figcaption>LCID sentiment and message volume as of February 9 | Source: Stocktwits</figcaption></figure>Lucid’s stock has plunged 62% over the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Lucid Group, Inc. is displayed on a smartphone screen, with a stock market chart in the background, on May 4, 2025, in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)

Lucid Stock Slips Premarket: What The Epstein Files Reveal About A Scrapped 2017 Deal

Lucid depends on the Gravity SUV for near-term volume and is targeting a $50,000 midsize model and a robotaxi program with Uber and Nuro for longer-term growth.

<ul class="summary-bullets"><li>Tesla published final specifications for the Semi, detailing two trims with up to 500 miles of range.</li><li>Musk confirmed the electric truck will enter high-volume production this year.</li><li>Vanguard Group disclosed that it added 6.54 million Tesla shares in the fourth quarter of 2025.</li></ul>Shares of Tesla&nbsp;rose nearly 1% in premarket trading on Monday after the automaker published final specifications for its long-awaited Semi truck and CEO Elon Musk signaled a production ramp later this year.<h2 class="st-heading-2">Tesla Reveals Semi Specs And Two-Trim Lineup</h2>Tesla updated its official website to show that the Semi will be offered in two trims. The Standard version delivers up to 325 miles of range at an 82,000-pound gross combination weight, while the Long Range variant pushes range to 500 miles with a higher curb weight of 23,000 pounds, likely reflecting a larger battery.&nbsp;Both trims&nbsp;deliver an&nbsp;energy consumption of 1.7 kWh per mile and can recover about 60% of their driving range in roughly 30 minutes. The trucks feature three rear-axle motors delivering up to 800 kW of power, support MCS 3.2 fast charging, and electric power take-off up to 25 kW.Musk also&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2020533221977473235?ref_src=twsrc%5Etfw">said on X</a>, “Tesla Semi starts high volume production this year.” He&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2020635032633884814">agreed with a post</a> arguing the Semi’s total cost of ownership undercuts diesel economics, citing lower electricity costs per mile, minimal maintenance, over-the-air updates, and improved fleet uptime compared with diesel trucks.<h2 class="st-heading-2">Tesla Leans Into Semi And Model Y</h2>Tesla has already delivered Semi units to select customers, including logistics firm DHL, which said its truck operates in California on routes of about 100 miles per day and requires charging once a week.&nbsp;Last week, Tesla expanded its U.S. Model Y lineup with a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-stock-rises-premarket-after-ev-maker-launches-cheaper-model-y-variant-in-us/cZbiFs1R4lS">new Model Y AWD</a> priced at $41,990 and renamed the cheaper Model Y Standard as Model Y RWD, taking the total Model Y variants to five with prices ranging from $39,990 to $57,490. The changes follow Musk's announcement that Tesla will wind down production of the Model S and Model X next quarter as part of its push toward autonomy, with the Fremont factory set to transition to Optimus robot production.Once those models exit, Tesla’s lineup will focus on the Model 3, Model Y, and Cybertruck. Tesla currently sells four Model 3 variants, five Model Y variants, and two Cybertruck trims, with the Model 3 starting at $36,990. Musk has said Tesla has no plans to pull back on the Cybertruck and is also considering autonomy features for it.Looking ahead, Tesla plans to unveil the next-generation&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-s-new-roadster-to-be-unveiled-on-april-fools-or-maybe-not-musk-admits-he-chose-date-for-deniability/cL2vYTARET7">Roadster in April</a> and start production of its Cybercab robotaxi.<h2 class="st-heading-2">Vanguard Boosts Tesla Stake</h2>Adding to investor focus, Vanguard Group disclosed that it added 6.54 million Tesla shares in the fourth quarter of 2025. The move lifted Vanguard’s stake by about 2.6% to roughly 258.9 million shares, valued at around $102.85 billion at year-end.Vanguard remains Tesla’s largest institutional shareholder, ahead of BlackRock. The latest purchase marked its biggest quarterly addition since late 2022 and capped a steady build-up over the past two years, during which the firm has more than quadrupled its Tesla holdings.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for Tesla was ‘bearish’ amid ‘normal’ message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/tsla_ss_png_d4ba52487f.webp" alt="tsla ss.png" width="970" height="146"><figcaption>TSLA sentiment and message volume as of February 9 | Source: Stocktwits</figcaption></figure>One user expects TSLA stock to reach $600 soon.<stembedurl>https://stocktwits.com/TheGreatGama/message/644433474</stembedurl>However, another user said, “The loss of model x and s income wont be overcome by semi sales.”<stembedurl>https://stocktwits.com/hppie/message/644429291</stembedurl><a href="https://stocktwits.com/symbol/TSLA">Tesla’s stock</a> has risen 10% over the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A view of Tesla Semi-Truck at Electrify Expo San Francisco, the largest electric vehicles (EV) event in North America is held in Alameda, California, United States on August 24, 2024. (Photo by Tayfun Coskun/Anadolu via Getty Images)

Tesla Stock Rises Premarket: CEO Elon Musk Pulls The Curtain Back On Semi Truck And Teases 'High Volume Production'

Tesla has already delivered Semi trucks to select customers, including DHL, which operates the vehicle on roughly 100-mile California routes.

<ul class="summary-bullets"><li>The first mass-produced bZ4X Robotaxi marks the start of scaled production and commercial deployment in China.</li><li>The partners plan to produce over 1,000 Robotaxis in 2026.</li><li>Pony.ai said Gen-7 autonomous systems cut hardware costs by about 70% versus the prior generation.</li></ul>Pony.ai said the first mass-produced bZ4X Robotaxi developed with Toyota has rolled off the production line, marking the start of scaled production and commercial deployment.<h2 class="st-heading-2">Pony.ai And Toyota Target Over 1,000 Robotaxis In 2026</h2>The partners plan to produce more than 1,000 bZ4X Robotaxis in 2026, with vehicles entering commercial service across Tier-1 cities across China. The rollout supports Pony.ai’s goal of expanding its Robotaxi fleet to over 3,000 vehicles by the end of the year.The bZ4X Robotaxi is jointly developed by Pony.ai, Toyota Motor China, and GAC Toyota, with production handled by Pony.ai and GAC Toyota at one of Toyota’s global model plants.&nbsp;The production model is equipped with Pony.ai’s seventh-generation autonomous driving system, using fully automotive-grade components. Pony.ai said the autonomous kit’s bill of materials cost has fallen by about 70% compared with the prior generation, improving deployment economics.Gen-7 Robotaxis add features such as Bluetooth-based automatic unlocking, in-cabin voice interaction, online music, pre-trip climate control, and smoother acceleration and braking to reduce motion sickness. The partnership between Pony.ai and Toyota began in 2019 and has spanned Robotaxi design, product iteration, mass-production planning, and the creation of a joint venture focused on manufacturing and operational support.<h2 class="st-heading-2">Robotaxi Race Heats Up</h2>The launch comes as the Robotaxi sector intensifies. Tesla recently opened unsupervised robotaxi rides to the public in Austin and is targeting about 1,000 robotaxis on the road by the end of 2026.&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/elon-musk-says-tesla-fsd-may-roll-out-in-china-next-year-can-it-beat-xpeng-baidu-and-local-rivals/cL2vFXGRETI">In China</a>, Tesla said regulators have indicated the company could receive full approval for its Full Self-Driving system by February or March 2026. It currently operates limited public trials in China.Meanwhile, Baidu’s Apollo Go said fully driverless robotaxi rides have surpassed 250,000 per week across multiple Chinese cities as of Oct. 31, 2025. WeRide has integrated Robotaxi booking into WeChat and is targeting tens of thousands of vehicles for expansion by 2030, while&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/xpeng-fires-up-tesla-rivalry-with-2026-robotaxi-lineup-reveal-as-china-s-ev-sector-faces-mounting-heat/cL2qXzfREG9">XPeng</a> plans to launch three Robotaxi models in 2026.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment toward Pony.ai was ‘bearish’ amid ‘low’ message volume, while sentiment toward Toyota Motor was ‘neutral’ amid ‘high’ message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/pony_ss_png_4245097762.webp" alt="pony ss.png" width="965" height="140"><figcaption>PONY sentiment and message volume as of February 9 | Source: Stocktwits</figcaption></figure><figure class="image"><img src="https://news.stocktwits-cdn.com/tm_ss_png_8505f637eb.webp" alt="tm ss.png" width="966" height="141"><figcaption>TM sentiment and message volume as of February 9 | Source: Stocktwits</figcaption></figure>One bullish user said, “For every Robotaxi deployed by WeRide in Abu Dhabi, Pony needs to deploy 2 Robotaxis in Guangzhou to generate the same revenue. Meanwhile, the market still counts fleet numbers.”&nbsp;<stembedurl>https://stocktwits.com/NLZ/message/644411279</stembedurl>While&nbsp;<a href="https://stocktwits.com/symbol/PONY">Pony.ai’s stock</a> has risen 8% over the past 12 months, U.S.-listed shares of&nbsp;<a href="https://stocktwits.com/symbol/TM">Toyota Motor</a> have climbed 32% over the same period.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Visitors are viewing an L4-level driverless electric vehicle at the Pony.ai booth at the 2025 Shanghai International Auto Show in Shanghai, China on April 24, 2025. (Photo credit should read CFOTO/Future Publishing via Getty Images)

Pony.ai And Toyota Motor Put Mass-Produced Robotaxi On The Road In High-Stakes EV Battle

The move comes as the Robotaxi race heats up, with Tesla, Baidu, WeRide, and XPeng all planning major autonomous deployments this year.