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Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines (LUNR) is trending amidst investor debate over a recent $175 million strategic investment that triggered share dilution, leading many to see a "buy the dip" opportunity while others anticipate further declines. Community conversation is heavily focused on the impending NASA Lunar Terrain Vehicle (LTV) contract award and upcoming earnings, which are shaping sentiment regarding the company's long-term position in the evolving space economy.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle (CRCL) is trending following a significant Q4 earnings beat and a surge in USDC adoption, which is fueling investor speculation about a potential short squeeze. Meanwhile, the community is actively debating the company's future, weighing bullish long-term potential as a digital asset platform against bearish concerns around dilution, regulatory uncertainty (like the Clarity Act), and sensitivity to interest rates.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is trending after its Q4 results and the unveiling of advanced GaN and SiC power platforms designed for next-gen AI data centers. The community is actively debating the immense potential of its technology and its positioning within NVIDIA's AI ecosystem against concerns over declining revenue and the absence of definitive, revenue-generating contracts, as investors look for future business clarity.

Oddity Tech Ltd. engages in the online retail sale of cosmetics and beauty products. Its products include lipsticks, makeup brushes, mascara, eyelash curlers, and makeup brush cleansers. The company was founded by Oran Holtzman and Shiran Holtzman-Erel on March 23, 2013 and is headquartered in Tel Aviv, Israel.

ODDITY Tech Ltd. - Ordinary Shares - Class A

A controversial short report alleging ODDITY engaged in business misrepresentation and dishonest marketing has sparked fierce debate, with many investors buying the dip on strong fundamentals, a newly announced share buyback program, and a perceived overreaction, while others foresee further declines amid claims of fraud and overvaluation.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum ($LITE) is surging after reporting strong earnings and an optimistic outlook, driven by its pivotal role in providing optical components essential for the expanding AI data center infrastructure. The stock's rapid ascent has the community sharply divided between those celebrating significant gains from this AI-driven momentum and others cautioning about extreme overvaluation.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA Group is surging after reporting strong Q4 revenue and same-store sales that exceeded expectations, coupled with an optimistic outlook for new locations and 2026 growth. This performance is fueling intense community discussion, with bulls touting its long-term potential as a category leader, while skeptics continue to question its high valuation metrics.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group is trending due to a mixed earnings report showing revenue growth alongside widening losses and significant cash burn, fueling community debate over its future amid recent workforce reductions, ongoing dilution concerns from a large share resale, and a prolonged search for a permanent CEO. Investors are closely watching for clarity on its path to profitability, particularly concerning upcoming models and plans to be presented at its Investor Day.

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 the focus of intense market discussion ahead of its impending earnings report, with widespread anticipation that its results will heavily influence the direction of the broader AI and tech sectors. Community sentiment is sharply divided, speculating whether a likely earnings beat will propel the stock to new highs or lead to a "sell the news" event, compounded by high options volatility.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global (ZETA) is trending after delivering its 18th consecutive earnings beat and raise, reporting strong revenue growth and achieving positive GAAP net income. The community is actively debating its AI-powered platform and raised guidance, contrasting these strong fundamentals against broader software sector sell-offs and perceived price manipulation.

Workday, Inc. engages in the provision of development of enterprise cloud applications for finance and human resources. It delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday is experiencing a sharp sell-off despite beating Q4 earnings estimates, as investors grapple with the company's fiscal 2027 outlook and intensified debate over AI's potential disruption to the broader enterprise software sector.

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Green ETFs to Watch as Global Energy Transition Investment Crosses $2T

Green ETFs like ICLN come into focus as global energy transition investments hit a record $2.3 trillion in 2025, led by transport and renewables.

<ul class="summary-bullets"><li>The company is seeking stockholder approval to amend its charter to increase the number of authorized shares of common stock from 1.5 billion to 3.0 billion.</li><li>It first sought the approval in July last year and had received support from approximately 84% of voting stockholders but it didn’t pass.&nbsp;</li><li>The company is also proposing an amendment to the Plug’s charter to modernize its voting standards by aligning them with current Delaware law.</li></ul>Plug Power Inc. (PLUG) shares rallied over 4% on Wednesday ahead of a crucial shareholder vote due on Friday.&nbsp;The company’s special meeting this week includes proposals that are critical to supporting its ongoing operations, financial flexibility and long-term growth strategy.<h2 class="st-heading-2">Double Share Count</h2>The company is seeking stockholder approval to amend its charter to increase the number of authorized shares of common stock from 1.5 billion to 3.0 billion.It first sought the <a href="https://stocktwits.com/news-articles/markets/equity/plug-shares-soar-ahead-of-ceo-reddit-ama-ahead-shareholder-vote/cmUC5QNR4X9">approval</a> in July last year and had received support from approximately 84% of voting stockholders. However, because the company’s charter requires approval by a majority of all outstanding shares, not votes cast, the proposal did not pass.<h2 class="st-heading-2">Modernize Voting Standards</h2>The company is also proposing an amendment to the Plug’s charter to modernize its voting standards by aligning them with current Delaware law.Plug said that the amendment will allow certain future charter amendments to be approved by a majority of the votes cast, where permitted by Delaware law, rather than a majority of outstanding shares, and is intended to address prior voting outcomes in which proposals supported by a substantial majority of the votes cast were not approved under the company’s voting standard.Plug said that the proposals of modernizing voting standards as well as increasing authorized share counts are vital to ensuring that the firm has the governance flexibility and capital structure capacity to support its financial obligations, maintain operating flexibility, and support ongoing business needs.&nbsp;<h2 class="st-heading-2">Other News</h2>Plug late last week said it has successfully completed the installation of 100MW of PEM GenEco electrolyzers at Galp’s Sines Refinery.The Sines project is part of Plug’s strategic expansion in Europe, which includes multi-gigawatt electrolyzer deployments across Spain, the U.K., and beyond, supported by a $2 billion global opportunity funnel.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around PLUG trended in the ‘extremely bullish’ territory amid ‘high’ message volume over the past 24 hours.The company’s shares have jumped nearly 21% over the past 12 months. &nbsp;

In this photo illustration, the Plug Power logo is seen displayed on a smartphone screen.

PLUG Shares Are Rising Today – Here’s Why?

The company’s special meeting this week includes proposals that are critical to supporting its ongoing operations, financial flexibility and long-term growth strategy.

Equity

<ul class="summary-bullets"><li>The company is seeking stockholder approval to amend its charter to increase the number of authorized shares of common stock from 1.5 billion to 3.0 billion.&nbsp;</li><li>It first sought the approval in July last year and had received support from approximately 84% of voting stockholders but couldn't pass the proposal.&nbsp;</li><li>Plug Power had said in November that it has less than 0.4% of its total authorized shares of common stock available for future issuance.</li></ul>Plug Power Inc. (PLUG) shares rallied over 10% on Thursday after the company announced that its CEO Andy Marsh will lead a Reddit “Ask Me Anything” session later in the day.&nbsp;Plug said the session will focus exclusively on the company’s upcoming Special Meeting of Stockholders scheduled for Jan. 29, 2026.&nbsp;The AMA is intended to provide a forum to address questions related to the Special Meeting, explain why the board is asking stockholders to vote again on the proposal to increase the company’s authorized shares of common stock, outline the rationale behind the board’s vote recommendations, and clarify logistical details related to meeting access, voting eligibility, and participation.<h2 class="st-heading-2">Shareholder Vote</h2>The company is seeking stockholder approval to amend its charter to increase the number of authorized shares of common stock from 1.5 billion to 3.0 billion.&nbsp;It first sought the approval in July last year and had received support from approximately 84% of voting stockholders. However, because the company’s charter requires approval by a majority of all outstanding shares, not votes cast, the proposal did not pass, according to a statement.&nbsp;Plug Power had said in November that it has less than 0.4% of its total authorized shares of common stock available for future issuance, and without additional authorized shares, it would not be able to meet its contractual obligations. This includes increasing authorized shares of common stock by Feb. 28, 2026, raising capital necessary for operations and growth, and executing its business plans and strategy.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around PLUG stock trended in ‘bullish’ territory amid ‘normal’ message volume over the past 24 hours.&nbsp;One bullish user predicted the stock to go past the $3 mark.<stembedurl>https://stocktwits.com/DeltaNinety/message/642562993</stembedurl>The company’s shares have jumped nearly 24% year-to-date.&nbsp; &nbsp;

PLUG Shares Soar Over 10% Ahead Of CEO’s Reddit AMA On Upcoming Share Count Vote 

Plug said the ‘Ask Me Anything’ session will focus exclusively on the company’s upcoming Special Meeting of Stockholders scheduled for Jan. 29, 2026. 

<ul class="summary-bullets"><li>Culper believes that T1 is ineligible for 45X tax credits, and forthcoming treasury guidance will be a “death blow” to the company.&nbsp;</li><li>Culper alleged that T1 has rebranded itself as an all American solar module manufacturer while remaining operationally and economically subject to China-based Trina Solar, a foreign entity of concern.&nbsp;</li><li>Culper also noted discrepancies between T1’s reported sales to Trina and Trina’s reported purchases from T1.</li></ul>T1 Energy shares slumped on Wednesday after activist short seller Culper Research published a critical short report on the company and said it has taken a short position against the firm.&nbsp;“We are short T1 Energy, a failed EV battery SPAC that has rebranded itself an all American solar module manufacturer while remaining operationally and economically subject to China-based Trina Solar, a foreign entity of concern (FEOC),” Culper said in its report. &nbsp;“We have little faith in management, nor the Company’s disclosures and financial reporting. T1 is already subject to scrutiny by the U.S. Securities and Exchange Commission, Department of Justice, and U.S. Customs, and we believe faces massive liabilities stemming from these probes, and shares are headed far lower” it said.&nbsp;<h2 class="st-heading-2">Culper’s Allegations</h2>As per Culper’s report, T1 was sued by RWE Clean Energy after RWE terminated its offtake agreement on December 19, 2025. The lawsuit alleged that T1 misrepresented its customer base, failed to provide module audits, failed to deliver compliant modules, and breached confidentiality provisions. Culper also claimed that T1 has not yet disclosed either the termination or the lawsuit.Culper believes that T1 is ineligible for 45X tax credits (Advanced Manufacturing Production Credit) , and forthcoming treasury guidance explicitly designed to “prevent entities from evading, circumventing, or abusing” existing FEOC provisions will be a “death blow.” Experts also warn that certain Chinese groups may be entirely blacklisted, which could risk T1’s eligibility altogether.&nbsp;<h2 class="st-heading-2">Financial Irregularities</h2>Culper also raised irregularities in T1’s financial reporting. It noted discrepancies between T1’s reported sales to Trina and Trina’s reported purchases from T1. As per the report, T1 has accrued $59.7 million due to Trina, which is equivalent to 83% of its total consolidated gross profit for the nine months ended Sept. 2025.Culper Research views T1 as wholly uninvestible. “Absent 45X credits, T1’s business model fails. The Wilmer facility has minimal standalone value without Trina’s materials, operations, personnel, customers, and financial support, and as Treasury enforcement tightens, we believe T1 threatens permanent ineligibility,” it said.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around TE trended in ‘extremely bullish’ territory amid ‘high’ message volume.Shares of the company have risen nearly 11% year-to-date.&nbsp; &nbsp;

T1 Energy shares slumped on Wednesday after activist short seller Culper Research published a critical short report on the company

T1 Energy Dives 12% As Culper Research Takes A Short Position Saying Company Is A ‘Failed EV Battery SPAC’

Culper Research said it has little faith in T1’s management, nor the company’s disclosures and financial reporting and said that shares are headed far lower. 

<ul class="summary-bullets"><li>The platform builds on Eos’ zinc-based Z3 modules and Znyth technology.</li><li>Each unit integrates battery modules, onboard cooling, and power management in a plug-and-play format.</li><li>Eos Energy is set to participate in the World Economic Forum Annual Meeting in Davos later this month.</li></ul>Eos Energy Enterprises (EOSE) shares gained 2.2% in premarket trading but reversed course, slipping more than 2% after the opening bell following the launch of its next-generation battery energy storage platform, Eos Indensity.The platform builds on Eos’ zinc-based Z3 modules and Znyth technology, introducing a “Spatial Intelligence” design that adapts to site-specific constraints. The design targets up to 1 GWh per acre, roughly four times the density of many conventional systems. The Eos Indensity Core is a modular and stackable unit, the company saidEach unit integrates battery modules, onboard cooling, and power management in a plug-and-play format. Indensity supports long-duration storage from 4 to 16 hours, delivers fast response times, and uses non-flammable zinc and recyclable materials. Eos said the platform is well-suited for data centers, defense sites, and critical infrastructure as global power demand accelerates.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Despite the intraday decline, retail sentiment on Stocktwits turned ‘extremely bullish’ from ‘bullish’ a day earlier. Message volumes also increased to ‘extremely high’ from ‘high’. <a href="https://stocktwits.com/symbol/EOSE">EOSE</a> was among the top trending tickers on Stocktwits at the time of writing.<img src="https://news.stocktwits-cdn.com/EOSE_jpg_dde465d6df.webp" alt="EOSE.jpg">One user said the market expected something more ‘revenue-generating’.<stembedurl>https://stocktwits.com/RetiredOrRetarded/message/641765374</stembedurl>However, another user saw the product's benefits.<stembedurl>https://stocktwits.com/Grimpler/message/641762882</stembedurl>Eos Energy is set to participate in the World Economic Forum Annual Meeting, taking place between January 19 and 23 in Davos, Switzerland. At the event, the company is expected to discuss strengthening energy systems amid accelerating economic and technological change.One user hopes that conversations at the forum will lead to big orders in 2026.<stembedurl>https://stocktwits.com/WantedToRetireEarly/message/641768258</stembedurl>Over the past year, the stock has gained nearly 240%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/wfc-stock-q4-earnings-revenue-miss-despite-loan-growth/cmULLQKR4em">WFC Stock Sees Red In Pre-Market As Investors Weigh Revenue Miss Against Improving Growth Signals</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Eos Energy Enterprises Inc.

Eos Energy Sparks Retail Buzz After New Battery Storage Platform Launch

The design targets up to 1 GWh per acre, roughly four times the density of many conventional systems, the company said

<ul class="summary-bullets"><li>The investigation from the U.S. National Highway Traffic Safety Administration raises concerns over the visibility of the car’s mechanical door releases.&nbsp;</li><li>The petition alleges that the mechanical door release is hidden, unlabeled, and not intuitive to locate in an emergency.&nbsp;</li><li>Tesla’s emergency car handles are also under scrutiny in Europe, while China is reportedly considering banning fully-retractable handles by mid-2027.</li></ul>Tesla Inc. (TSLA) is facing a safety investigation from the U.S. National Highway Traffic Safety Administration's Office of Defects Investigation (ODI) into the emergency door release controls of its Model 3 sedans.The regulator opened the probe in light of a petition received in late November from Georgia resident Kevin Clouse. The agency has not determined whether to grant or deny the petition.The petition cites that the mechanical door release is hidden, unlabeled, and not intuitive to locate during an emergency, as per a release from the NHTSA.The probe is considering about 179,071 model year 2022 vehicles, as per the release.<a href="https://stocktwits.com/symbol/TSLA/">Shares of TSLA</a> are up about 0.15% in Wednesday’s pre-market trade at the time of writing.<h2 class="st-heading-2">Prior Probes</h2>In October this year, Dutch safety authority RDW said its regulators will strengthen rules to address concerns about Tesla’s door handle design, ensuring people can safely exit the vehicle in emergencies, as per a Bloomberg report. &nbsp;China is also reportedly considering banning fully-retractable handles by mid-2027.Tesla’s 2021 Model Y cars are already under scrutiny by the NHTSA for their electronic door handles, based on nine incidents in which customers were unable to open doors during an emergency.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/features/2025-12-22/tesla-door-safety-tied-to-at-least-15-auto-accident-deaths">report from Bloomberg</a>, 15 people have died in car crashes in the US that involved Tesla’s door functionality malfunctioning over the past decade.<h2 class="st-heading-2">Design Ethos</h2>The emergency door designs are allegedly a consequence of Elon Musk’s strong preference for electrically operated doors over mechanical handles, according to an <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/features/2025-12-22/elon-musk-was-warned-of-potential-tesla-door-safety-issues">earlier Bloomberg report</a> citing people familiar with the matter.Musk was inspired by Apple’s minimalist design ethos and insisted that everything in the cars, including doors, must be controlled electrically with a button or smart screen, despite concerns from some engineers about the potential safety hazards of electric systems, as per Bloomberg. &nbsp;“The best part is no part,” Musk had reportedly said.However, the decision to skip traditional handles in the cars also meant fewer parts, thereby reducing costs and contributing to the final design, according to the people cited in the report.Tesla is <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-09-17/tesla-is-redesigning-door-handles-that-drew-scrutiny-over-safety">working on a redesign</a> of its door handles that will look to combine its electronic and manual door-release systems to make it more intuitive, as per the company’s design chief, Franz von Holzhausen.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around TSLA stock remained in the ‘neutral’ territory over the past day, and message volume stayed at ‘high’ levels at the time of writing.<figure class="image"><img style="aspect-ratio:1280/148;" src="https://news.stocktwits-cdn.com/Tesla_sentiment_Dec_24_png_02ea04073a.webp" alt="On Stocktwits, retail sentiment around TSLA stock remained in the ‘neutral’ territory over the past day, and message volume stayed at ‘high’ levels at the time of writing." width="1280" height="148"></figure>Shares of TSLA have risen by more than 28% this year.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

A Tesla electric car dealership stands on August 31, 2024 in Erfurt, Germany. 

Tesla Model 3 Faces US Safety Probe Over Emergency Door Release

The U.S. auto safety regulator has opened a defect petition into 179,071 Tesla Model 3 vehicles.

<ul class="summary-bullets"><li>New registrations in the European region, including Iceland, Liechtenstein, Norway, Switzerland, and the United Kingdom, declined almost 12% for the month.&nbsp;</li><li>Chinese rival BYD recorded a 221.8% growth in new registrations across Europe for the same period.&nbsp;</li><li>Tesla’s market share in Europe is also down to 2.1% for the month, down from 2.5%.</li></ul>Elon Musk’s Tesla Inc. (<a href="https://stocktwits.com/symbol/TSLA">TSLA</a>) struggled to boost its car sales in the European market in November 2025, even as Chinese competitors like BYD surged ahead.According to the latest data from the European Automobile Manufacturers’ Association (ACEA), Tesla reported 12,130 new vehicle registrations in the European Union (EU) for November 2025, a 34% decline from 18,430 in the same period last year.Across the European region, including Iceland, Liechtenstein, Norway, Switzerland, and the United Kingdom (EU + EFTA + U.K.), Tesla’s November sales declined 11.8% to 22,801 new registrations from 25,840 for the same period last year.Meanwhile, Chinese rivals BYD and SAIC Motors recorded 221.8% and 20.9% growth in new registrations across Europe for the same period.<h2 class="st-heading-2">European Market Pressure</h2>Growing competition and pressure from new players are shrinking Tesla’s market share across Europe, which is already dominated by local players. The American EV maker is also facing increasing competition from Chinese counterparts who are rolling out more fully electric models across the region.The latest data from ACEA showed that Tesla’s market share in Europe is down to 2.1% for the month, down from 2.5%. At the same time, BYD’s market share grew to 2% from 0.6% while SAIC Motors held a 2.2% share, up from 1.9% in the same period last year.Tesla’s European market struggles come even as the region's overall electric car market is growing. As per ACEA, battery-electric cars captured 16.9% of the EU market share from January to November 2025, up from 13.4% for the same period in 2024.<h2 class="st-heading-2">Big Picture</h2>Tesla’s European tailwinds come as the company’s shares recently pulled back from record highs, and Wall Street analysts have grown cautious about the company. UBS cut its estimate for Tesla’s fourth quarter deliveries to about 415,000 vehicles from 429,000 and maintained a ‘Sell’ rating on the stock with a $247 price target. Deutsche Bank also expects Tesla to miss its fourth-quarter deliveries.Tesla’s autonomy ambitions are in focus as the company pushes deeper into full self-driving cars and robotaxis that are already available in some markets, including the U.S., Canada, and China. Tesla is eyeing approvals for its FSD systems in parts of Europe in 2026.<h2 class="st-heading-2">How Are Stocktwits Users Reacting?</h2>On Stocktwits, retail sentiment around TSLA stock slid into the ‘neutral’ territory from ‘bullish’ a day ago, while message volume remained in ‘high’ levels at the time of writing.<img src="https://news.stocktwits-cdn.com/Screenshot_2025_12_23_at_4_05_40_PM_png_a778792482.webp" alt="Tesla sentiment 23 Dec.png">Shares of Tesla are up over 28% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

A customer walks by a Tesla Motors dealership on November 3, 2025 in San Diego, California. 

Tesla EU Sales Slump 34% In November As BYD Surges Ahead

Tesla reported a 34% decline in new vehicle registrations in the European Union for Nov. 2025, according to data from the European Automobile Manufacturers’ Association. 

<ul class="summary-bullets"><li>Ives maintained an ‘Outperform’ rating on the stock.&nbsp;</li><li>Wedbush sees 2026 as a significant year for Rivian, with the SUV launch expected to boost delivery metrics and the autonomy roadmap, boosting alternative revenue sources.</li><li>On Thursday, Baird upgraded Rivian to ‘Outperform’ from ‘Neutral’ and also increased its target price to $25 per share from $14.</li></ul>Wedbush Managing Director and Senior Equity Research Analyst Daniel Ives raised Rivian Automotive Inc.’s (<a href="https://stocktwits.com/symbol/RIVN">RIVN</a>) price target to $25 from $16 with an ‘Outperform’ rating on Friday, citing the company’s expected R2 launch and autonomy roadmap.Ives noted that they believe 2026 would be a significant year for Rivian given its new SUV launch, which would boost delivery metrics, according to TheFly. Rivian’s new autonomy roadmap would help the automaker tap into alternative revenue sources while also managing costs related to tariffs and business investments, he added.<h2 class="st-heading-2">Recent Street Action</h2>On Thursday, Baird upgraded Rivian to ‘Outperform’ from ‘Neutral’ and also increased its target price to $25 per share from $14. Last week, Goldman Sachs increased Rivian’s price target to $16 from $13 while maintaining a ‘Neutral’ rating, while Needham maintained a ‘Buy’ rating, raising the price to $23 from $14.The analyst action comes amid increased confidence in Rivian’s new SUV, the R2 model, expected to launch in 2026. Earlier this month, the car maker also made a series of announcements at its AI and autonomy event, including the development of its custom chip, RAP1 (Rivian Autonomy Processor 1), which would help it achieve level 4 vehicle autonomy, as well as an Autonomy+ subscription for its next-gen customers.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, RIVN was among the top trending stocks on Friday morning. The retail sentiment around RIVN remained in the ‘bullish’ territory over the past 24 hours, and message volume stayed at ‘extremely high’ levels at the time of writing.<figure class="image"><img style="aspect-ratio:1281/153;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_19_at_6_12_47_PM_png_c6f02bed9c.webp" alt="On Stocktwits, The retail sentiment around RIVN remained in the ‘bullish’ territory over the past 24 hours, and message volume stayed at ‘extremely high’ levels at the time of writing." width="1281" height="153"></figure>One Stocktwits user highlighted the upgrade and said that they expected the price to rise above $25.<stembedurl>https://stocktwits.com/Chevmantm/message/639670880</stembedurl>Another user opined that they expect the stock to hit $100 soon.<stembedurl>https://stocktwits.com/Johamfly/message/639668215</stembedurl>Shares of RIVN are up over 53% this year.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

A Rivian charges outside of Blink Charging's new flagship manufacturing facility in Bowie, Md., on Monday March 11, 2024. (Tom Williams/CQ-Roll Call, Inc via Getty Images)

Dan Ives Raises His Price Target On Rivian – Why Does He Expect 2026 To Be A Significant Year For The Company?

Ives raised Rivian’s price target to $25 from $16, citing the company’s R2 launch and autonomy roadmap in 2026.

<ul class="summary-bullets"><li>Goldman Sachs increased Rivian’s price target to $16 from $13 while maintaining a ‘Neutral’ rating, citing confidence in new car updates.</li><li>Needham revised the automaker’s price target upwards to $23 from $14 and reiterated a ‘Buy’ rating.&nbsp;</li><li>Meanwhile, RBC Capital maintained its ‘Sector Perform’ rating and reaffirmed the $14 price target.</li></ul>Rivian Automotive Inc. (RIVN) shares rallied on Friday after Goldman Sachs and Needham raised their price targets on the electric vehicle company.Goldman Sachs raised the price target on Rivian to $16 from $13 while maintaining a ‘Neutral’ rating, according to TheFly. Needham increased its price target on the firm to $23 from $14 and reiterated a ‘Buy’ rating.The upgrades come after Rivian’s AI and autonomy event in California, where the automaker <a href="https://stocktwits.com/news-articles/markets/equity/rivian-unveils-in-house-ai-chip-to-replace-nvidia-and-challenge-tesla-in-the-autonomy-race/cLIx1TuREnx">announced</a> the development of its own proprietary silicon chip to replace Nvidia’s and its latest computer model, among other updates.Shares of <a href="https://stocktwits.com/symbol/RIVN/">RIVN</a> surged over 17% during market hours at the time of writing.Meanwhile, RBC Capital maintained its ‘Sector Perform’ rating and reiterated the $14 price target after the event.<h2 class="st-heading-2">Analyst Takes</h2>Goldman Sachs said it revised Rivian’s target upwards because it views the new car updates announced at the event as a platform for high-margin software, with future opportunities in advanced autonomy, third-party integrations, and potentially broader licensing.Needham’s rationale for its upgrade is its increased confidence in Rivian following its vertical integration announcement that would allow for fuller control, faster learning, and feature iterations across driver interface and autonomy technology, resulting in "durable competitive advantage", as cited in TheFly.However, RBC said that while Autonomy+ could potentially boost margins, it would still risk low take-rates sans an eyes-off solution. The firm also expressed concerns about the lack of clarity on Rivian’s liquidity concerns and R2/R3 profitability.<h2 class="st-heading-2">The Big Reveal</h2>In Thursday’s event, the company announced the development of a custom chip called RAP1 or Rivian Autonomy Processor 1, which would aid the automaker in achieving level 4 vehicle autonomy. So far, Rivian’s older car system employed Nvidia Orin chips.This chip will power Rivian’s third-generation compute module, the Gen 3 Autonomy Computer, which the company said would achieve 1600 sparse INT8 TOPS (trillion operations per second). This will enable the new system to process five billion pixels per second.In addition, the company said it planned to launch an Autonomy+ subscription in early 2026 for its next-gen customers. The software update would introduce universal hands-free driving for its customers, priced at $49.99 per month or a one-time price of $2,500.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, RIVN was among the top trending stocks on Friday morning. The retail sentiment around RIVN jumped from ‘neutral’ to ‘extremely bullish’ territory over the past 24 hours, while message volume increased from ‘normal’ to ‘extremely high’ at the time of writing.<figure class="image"><img style="aspect-ratio:1281/148;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_12_at_9_45_55_PM_png_2675db84ad.webp" alt="Stock sentiment and message volume on Stocktwits." width="1281" height="148"></figure>One Stocktwits user said they would hold the stock even though some others might book a profit on the price rise.<stembedurl>https://stocktwits.com/Gusstastic/message/639008212</stembedurl>Another user commented that this wasn’t a shorts event but a result of people just realizing Rivian’s potential to become the most sought-after affordable car brand in the West.<stembedurl>https://stocktwits.com/Johamfly/message/639007785</stembedurl>Shares of RIVN are up over 42% this year.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

Rivian EVs are parked at the Rivian Venice Hub on November 13, 2024 in Venice, California. (Photo by Mario Tama/Getty Images)

Rivian Stock Rallies Post Needham, Goldman Price Target Hikes Following AI & Autonomy Day

Rivian received two price target upgrades, from Goldman Sachs and Needham, following multiple announcements at its AI and autonomy event. 

<ul class="summary-bullets"><li>UBS’ new price target represents a potential upside of about 55% from the stock’s closing price on Thursday.&nbsp;</li><li>UBS sees higher energy storage demand and years of slower western capacity additions pushing the lithium markets into deficit in 2026.</li><li>Lithium prices should move up through the year, which should be a positive driver for Albemarle shares, the analyst said.</li></ul>Shares of Lithium producer Albemarle (ALB) traded 6% higher on Friday afternoon after UBS highlighted a possible Lithium supply deficit next year.The firm upgraded Albemarle to ‘Buy’ from ‘Neutral’ with a price target of $185, up from $107.The new price target represents a potential upside of about 55% from the stock’s closing price on Thursday.<h2 class="st-heading-2">UBS’ Rationale</h2>UBS sees higher energy storage demand and years of slower western capacity additions pushing the lithium markets into deficit in 2026. Lithium prices should move up through the year, which should be a positive driver for Albemarle shares, the analyst told investors in a research note. UBS now sees a lithium supply deficit in the second half of 2026.Lithium prices have been aided by an increase in demand from the rise of electric vehicles and large-scale battery storage. Lithium spot prices are now more than 50% above a June low.During the company’s earnings call in November, CEO Kent Masters said that overall demand for lithium remains “robust.”“Overall demand for lithium remains robust, up more than 30% year-to-date, supported by the energy transition and rising global demand for electric vehicles and grid storage,” the CEO said.According to data from Koyfin, 18 of 26 analysts covering Albemarle have a ‘Hold’ rating on the stock. While seven analysts rate the stock ‘Buy’ or higher, one rates it a ‘Sell.’ The average price target on the stock is at $108.14, representing potential downside from Thursday’s close.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around ALB stayed within the ‘bearish’ territory over the past 24 hours, while message volume stayed at ‘low’ levels.<a href="https://stocktwits.com/symbol/ALB">ALB stock</a> is up by 47% this year and by about 25% over the past 12 months.&nbsp;Also See: <a href="https://stocktwits.com/news-articles/markets/equity/compass-diversified-stock-plunges-on-most-significant-loss-after-fraud-forces-removal-of-three-years-of-financials/cLISaAoREkA">Compass Diversified Stock Plunges On ‘Most Significant Loss’ After Fraud Forces Removal Of Three Years Of Financials</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

 In this photo illustration, a smartphone displays the logo of Albemarle Corporation (NYSE: ALB). 

Why Is Albemarle Stock Up 6% Today?

UBS upgraded Albemarle to ‘Buy’ from ‘Neutral’ with a price target of $185, up from $107. 

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