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SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is trending as its stock has dipped significantly following a strong earnings report that showcased record revenue, member growth, and upbeat guidance, sparking community frustration over perceived market manipulation while many long-term investors see the sell-off as a buying opportunity based on robust fundamentals.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple delivered record-breaking Q1 earnings, driven by robust iPhone and services revenue and a significant rebound in China. Despite these blowout results and numerous analyst upgrades, the stock's muted price action is fueling community frustration and widespread speculation of market manipulation, with many anticipating a rebound after options expiration.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is surging after reporting blowout earnings and exceptionally strong guidance, driven by robust demand from AI infrastructure and data centers amidst a perceived 'memory supercycle.' This has ignited intense community debate, with bulls anticipating further re-rating and short squeezes, while skeptics warn of an 'overbought' bubble due for significant profit-taking.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unity (U) is trending with high volatility following a sharp decline, sparking vigorous community debate over whether Google's Project Genie and rapid AI advancements pose a significant threat or present a massive growth opportunity for the leading game engine platform. The stock is attracting dip buyers, fueled by recent analyst upgrades and impending earnings, amidst its noted correlation with the broader software sector and Applovin.

BlackRock Institutional Trust Company N.A. - iShares Silver Trust

iShares Silver Trust

The iShares Silver Trust ($SLV) is seeing intense volatility and a sharp price pullback, sparking widespread debate among investors about whether it represents a major correction, potential manipulation by large institutions, or a strategic "bear trap." The community is sharply divided between those "buying the dip" based on perceived physical shortages and long-term monetary factors, and those warning of a "bubble burst" after its parabolic rise, intensified by broader market sentiment surrounding recent Federal Reserve developments.

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

Rocket Companies Inc - Ordinary Shares Class A

Rocket Companies Inc

Rocket Companies is trending amidst a broad housing sector rally, as President Trump's plan for government agencies to purchase $200 billion in mortgage bonds has driven rates below 6%, sparking community excitement for a potential refinancing boom and RKT's re-rating as a scaled, end-to-end housing platform.

ProShares Trust - ProShares UltraShort Bloomberg Natural Gas -2x Shares

ProShares UltraShort Bloomberg Natural Gas

KOLD is experiencing significant volatility as investors aggressively "buy the dip," betting on an imminent reversal of natural gas prices following recent cold-driven surges. The community is actively debating whether current natural gas prices are sustainable given projections for warmer weather and high production, amidst discussions of recent storage draws and perceived market disconnects.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is buzzing after a Wall Street Journal article highlighted CEO Ryan Cohen's ambitious plan to pursue a major acquisition, aiming to transform the company into a $100B+ entity and fueling community speculation on a significant price rally. However, a strong counter-narrative of familiar "pop and fade" manipulation persists, especially with upcoming options expiry.

Verizon Communications, Inc. is a holding company, which engages in the provision of communications, information, and entertainment products and services. It operates through the Consumer and Business segments. The Consumer segment provides consumer-focused wireless and wire line communications services and products. The Business segment offers wireless and wireline communications services and products, including FWA broadband, data, video and conferencing services, corporate networking solutions, security and managed network services, local and long-distance voice services, and network access to deliver various IoT services and products. The company was founded in 1983 and is headquartered in New York, NY.

Verizon Communications Inc

Verizon Communications Inc.

Verizon is trending after reporting strong earnings, significant wireless subscriber growth, and an optimistic profit outlook for 2026, leading community discussions about its re-emerging growth and continued appeal as a high-dividend defensive stock.

Deckers Outdoor Corp. engages in the business of designing, marketing, and distributing footwear, apparel, and accessories developed for both everyday casual lifestyle use and high performance activities. It operates through the following segments: UGG Brand, HOKA Brand, Teva Brand, Sanuk Brand, Other Brands, and Direct-to-Consumer. The UGG Brand segment offers a line of premium footwear, apparel, and accessories. The HOKA Brand segment sells footwear and apparel that offers enhanced cushioning and inherent stability with minimal weight, originally designed for ultra-runners. The Teva Brand segment focuses on the sport sandal and modern outdoor lifestyle category, such as sandals, shoes, and boots. The Sanuk Brand segment originated in Southern California surf culture and has emerged into a lifestyle brand with a presence in the relaxed casual shoe and sandal categories. The Other Brands segment includes the Koolaburra by UGG brand. The Direct-to-Consumer segment consists of retail stores and e-commerce websites. The company was founded by Douglas B. Otto in 1973 and is headquartered in Goleta, CA.

Deckers Outdoor Corp.

Deckers Outdoor is seeing a surge in investor interest after reporting record revenue and profits, significantly beating estimates, and announcing a substantial share buyback program. Community discussion highlights the strong performance of its HOKA and UGG brands, with many anticipating continued upside and potential for a short squeeze.

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<ul class="summary-bullets"><li>Joby Aviation announced the pricing of concurrent public offerings, totaling about $1.2 billion.</li><li>Morgan Stanley also has a delta offering of 5,286,343 shares to raise $60 million, while underwriters also have an option to purchase additional notes worth $90 million.</li><li>Joby’s public offering of shares at a price of $11.35 is at a discount of a little over 15% compared to the stock’s closing price of $13.37 on Wednesday.</li></ul>Joby Aviation Inc. (JOBY) shares declined more than 11% in Thursday’s pre-market trade after the company announced an upsized public offering as part of its latest capital raise.Joby Aviation announced the pricing of concurrent public offerings totaling about $1.2 billion. The company will issue 0.75% convertible senior notes due 2032 to raise an aggregate amount of $600 million and 52,863,437 shares of its common stock at a public offering price of $11.35 to raise $600 million.Furthermore, Morgan Stanley also has a delta offering of 5,286,343 shares to raise $60 million. Underwriters also have an option to purchase additional notes worth $90 million, the company said.Joby’s public offering of shares at a price of $11.35 is at a discount of a little over 15% compared to the stock’s closing price of $13.37 on Wednesday.Joby had previously announced a $1 billion capital raise, following which the company’s shares plunged nearly 11% during the after-market hours trade on Wednesday.<h2 class="st-heading-2">Why Is Joby Raising Funds?</h2>Joby stated that it intends to use $55 million from the capital raise proceeds to fund the cost of entering into capped call transactions.The company intends to use the remaining funds raised, after deducting the cost of the capital raise, to fund its certification and manufacturing efforts, prepare for commercial operations, and support general working capital and other general corporate purposes.<h2 class="st-heading-2">What Does Joby Do?</h2>Joby makes electric vertical takeoff and landing aircraft, or eVTOLs – these vehicles, dubbed air taxis, take off and land vertically like helicopters.Joby describes its aircraft experience as akin to a sports utility vehicle (SUV) rather than an airplane, which is where its “air taxi” moniker comes from.The company says its aircraft have the capacity for a single pilot and four passengers, with a top speed of 200 miles per hour.<h2 class="st-heading-2">How Stocktwits Users Reacted</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/JOBY">Joby Aviation</a> was in the ‘bullish’ territory, with message volumes at ‘high’ levels at the time of writing.One bullish user suggested looking at the bigger picture rather than focusing on the stock declines.<stembedurl>https://stocktwits.com/sleighofhand/message/643224487</stembedurl>However, one bearish user stated that Joby stock would hover above $30 if the company did not undertake back-to-back offerings.<stembedurl>https://stocktwits.com/SxySarah/message/643249976</stembedurl><a href="https://stocktwits.com/symbol/JOBY">JOBY stock</a> is up 1% year-to-date and 60% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-rgnx-stock-falling-today/cmyg4cKR404">RGNX Stock Is Falling Today — What Is The FDA Update On REGENXBIO's Gene Therapy?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Visitors view a Joby Aviation full-scale electric vertical takeoff and landing aircraft (eVTOL ) air taxi is displayed during the Farnborough International Airshow 2024.

JOBY Stock Is Falling Pre-Market — What Is Dragging The Electric Air Taxi Developer's Shares Down?

Joby Aviation announced that it is upsizing its public offering, raising $1.2 billion in the process as it looks to fund its certification and manufacturing efforts, as well as commercial operations.

Equity

<ul class="summary-bullets"><li>The initiative aims to move robots beyond basic task completion toward more adaptive, context-aware interactions.</li><li>The ADAM robot now integrates additional context signals, such as time of day, weather conditions, and promotional events.</li><li>Richtech Robotics said these agentic AI capabilities can be extended to sectors including logistics, hospitality, and manufacturing.</li></ul>Richtech Robotics Inc. (RR) announced on Tuesday that it has partnered with Microsoft Corp. (MSFT) through its AI Co-Innovation Labs to advance practical applications of agentic artificial intelligence in real-world robotic operations.Under this collaboration, both parties have worked to upgrade Richtech Robotics’ ADAM robot using Azure AI technologies, boosting its ability to perceive, reason, and interact within complex physical environments.<h2 class="st-heading-2">Context-Aware Enhancements</h2>The initiative aims to move robots beyond basic task completion toward more adaptive, context-aware interactions in customer-facing and operational settings. The ADAM robot now integrates additional context signals, such as time of day, weather conditions, and promotional events, enabling more natural responses to customer needs.&nbsp;Vision-based models help maintain efficiency and quality during peak periods, while operational awareness features alert staff to potential ingredient or equipment issues before they disrupt workflows. Following the update,&nbsp;<a href="https://stocktwits.com/symbol/RR">Richtech Robotics' stock</a> rose by more than 43% on Tuesday morning.&nbsp;Richtech Robotics said these agentic AI capabilities can be extended to sectors including logistics, hospitality, and manufacturing.<blockquote>“By working closely with the Microsoft AI Co-Innovation Labs, our teams were able to jointly develop and deploy intelligent capabilities that strengthen reliability, enhance customer interactions, and support scalable automation across physical environments.”-Wayne Huang, Founder and CEO, Richtech Robotics</blockquote><h2 class="st-heading-2">What Are Stocktwits Users Saying?&nbsp;</h2>On Stocktwits, retail sentiment around the stock shifted to ‘extremely bullish’ from ‘bullish’ the previous day, amid ‘high’ message volume.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_27_091525_png_1a15203191.webp" alt="RR’s Sentiment Meter and Message Volume as of 09:40 a.m. ET on Jan. 27, 2026 | Source: Stocktwits" width="925" height="103"><figcaption>RR’s Sentiment Meter and Message Volume as of 09:40 a.m. ET on Jan. 27, 2026 | Source: Stocktwits</figcaption></figure>A Stocktwits user called the partnership a ‘game changer in conversational interactions’.<stembedurl>https://stocktwits.com/_KiLLa_/message/642990883</stembedurl>Another user believes the stock is undervalued.&nbsp;<stembedurl>https://stocktwits.com/Rawwww/message/642985876</stembedurl>Earlier this month,&nbsp;the company’s chief operating officer, Phil Zheng, said that the&nbsp;firm’s goal is not full automation, but targeted relief, handling a slice of daily workflows so human staff can focus on higher-value responsibilities. “If you can have a robot that could take on 10% of the workflow, that’s a huge amount of labor that would free up to do things that have to be done by humans,” added Zheng.RR stock has gained over 32% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-cyngn-stock-soar-pre-market-today/cmyayvuR4LW">Why Did Cyngn Stock Soar 27% Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Richtech Robotics logo is seen displayed on a smartphone screen.

Richtech Robotics Stock Jumps 43% — What’s The Connection With Microsoft?

Richtech Robotics has partnered with Microsoft, and both companies have worked to upgrade Richtech’s ADAM robot using Azure AI technologies.

Richtech Robotics Stock Jumps 43% — What’s The Connection With Microsoft? 

Richtech Robotics has partnered with Microsoft, and both companies have worked to upgrade Richtech’s ADAM robot using Azure AI technologies.


<ul class="summary-bullets"><li>The company pointed to stronger customer engagement and operational activity across multiple sites as the drivers of the momentum.</li><li>To support this surge, Cyngn’s teams from sales, engineering, operations, and customer success conducted dozens of facility evaluations.</li><li>The company expects its next phase of activity to begin in early 2026, with multi-vehicle rollouts.</li></ul>Cyngn Inc. (CYN) announced on Tuesday that it increased the number of DriveMod Tugger units ordered in 2025 compared with the previous year, signaling growing commercial interest in self-driving material-handling equipment.&nbsp;The company pointed to stronger customer engagement and operational activity across multiple sites as the drivers of the momentum.<h2 class="st-heading-2">Sales Growth Highlighted</h2>Cyngn announced that orders for its autonomous DriveMod Tuggers in 2025 were roughly three times those in 2024, reflecting increased enterprise adoption and expanded field work.&nbsp;Based in Mountain View, California, Cyngn develops autonomous vehicle technology for industrial applications, particularly its DriveMod platform, which integrates AI-driven capabilities with warehouse and logistics workflows.&nbsp;Following the update,&nbsp;<a href="https://stocktwits.com/symbol/CYN">Cyngn stock</a> traded over 27% higher in Tuesday’s premarket. On Stocktwits, retail sentiment around the stock jumped to ‘extremely bullish’ from ‘bearish’ territory the previous day. Message volume changed to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_27_083123_png_f69f3584da.webp" alt="CYN’s Sentiment Meter and Message Volume as of 08:30 a.m. ET on Jan. 27, 2026 | Source: Stocktwits" width="927" height="108"><figcaption>CYN’s Sentiment Meter and Message Volume as of 08:30 a.m. ET on Jan. 27, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Field Execution Efforts</h2>Cyngn highlighted that its teams from sales, engineering, operations, and customer success conducted dozens of facility evaluations, staged multiple live demonstrations of DriveMod Tugger units, and updated existing software installations to DriveMod 10.8 and Enterprise Autonomy Suite 3.0 at active sites. The company expects its next phase of activity to begin in early 2026, with multi-vehicle rollouts and fleet expansions at existing customer locations.&nbsp;<blockquote>"Tripling the number of vehicles ordered year-over-year reflects real operational momentum.”-Lior Tal, CEO, Cyngn</blockquote>The company’s momentum follows a $32 million capital raise in July last year and a deepening cooperation with Nvidia (NVDA) aimed at advancing next-generation autonomous systems. In December, Cyngn said G&amp;J Pepsi, the largest independent Pepsi bottler, placed a new order to add more DriveMod Tugger vehicles to its operations.&nbsp;CYN stock has gained over 372% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-rdw-stock-surging-shield-contract/cmyaUNbR4Lf">Redwire Stock Surged 12% Pre-Market Today — What’s Fueling The Rally?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Why Did Cyngn Stock Soar 27% Pre-Market Today?

Cyngn announced that orders for its autonomous DriveMod Tuggers in 2025 were roughly three times higher than in 2024.

<ul class="summary-bullets"><li>Ives said one of the biggest questions surrounding Tesla is how many cities the company plans to enter with its Robotaxi network.</li><li>Analysts expect Tesla’s fourth-quarter (Q4) revenue to be $24.752 billion and earnings per share (EPS) of $0.45.</li><li>Last week, CEO Elon Musk said that the company has started offering robotaxi trips to the public in Austin without a safety driver.</li></ul>Dan Ives, managing director at Wedbush Securities, reportedly said&nbsp;Tesla Inc. (TSLA) is entering what he sees as the most pivotal phase in its history, as attention shifts away from near-term vehicle deliveries and toward the company’s ambitions in autonomous driving and robotics.According to CNBC, Ives said investors are now focused on Tesla’s long-term technological roadmap, particularly its progress in self-driving capabilities and Robotaxi deployment.<h2 class="st-heading-2">What To Look For In Earnings?&nbsp;</h2>According to Ives, one of the biggest questions surrounding Tesla is how many cities the company plans to enter with its Robotaxi network.<blockquote>“This is the time for the autonomous robotics future for Musk. I think everyone is gonna be focused on the wayout in terms of how many cities Robotaxis plan to be in.”-Dan Ives,&nbsp;Managing Director, Wedbush Securities&nbsp;</blockquote>Tesla stock traded over 1% lower in Monday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘normal’ message volume levels.&nbsp;Analysts expect Tesla’s fourth-quarter (Q4) revenue to be $24.752 billion and earnings per share (EPS) of $0.45, according to Fiscal AI data. The company is scheduled to report Q4 earnings on Wednesday.&nbsp;<h2 class="st-heading-2">Robotaxi Momentum&nbsp;</h2>Last week, CEO Elon Musk said the company has started offering robotaxi trips to the public in Austin without a safety driver in the front seat, calling it a significant move in Tesla’s push toward fully self-driving vehicles.“Just started Tesla Robotaxi drives in Austin with no safety monitor in the car. Congrats to the TeslaAI team!” Musk said in a post on the social media platform X.&nbsp;Tesla is shifting its focus toward artificial intelligence and robotics by investing more in self-driving technology and robots. The company believes its Full Self-Driving system will eventually let people drive without human control and support a future robotaxi service.TSLA stock has gained 13% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ionq--said-to-buy-sky-water-for-1-8-billion/cmy7V0TR4WD">IonQ Said To Buy SkyWater For $1.8 Billion In Push Toward Domestic Quantum Hardware</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Brand new Tesla cars sit parked at a Tesla dealership

Dan Ives Reportedly Says Tesla Enters ‘Most Important Year Ever’ As Autonomy Takes Center Stage

According to CNBC, Ives said investors are now focused on Tesla’s long-term technological roadmap, particularly its progress in self-driving capabilities and Robotaxi deployment.

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

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

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

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


<ul class="summary-bullets"><li>Musk added that the limiting factor for widespread AI deployment is the ability to supply sufficient electricity to run advanced systems.</li><li>He predicted that hardware producers may soon build more chips than there is power to activate them.</li><li>The Tesla CEO said the company will sell its Optimus humanoid robots to everyday buyers by the end of 2027.</li></ul>Elon Musk on Thursday highlighted the challenges of artificial intelligence infrastructure at the World Economic Forum, at Davos, focusing on the rising costs and practical limits of powering AI systems.&nbsp;The billionaire entrepreneur outlined how the energy required to operate and expand AI computing capacity has emerged as a key constraint for future growth, a topic of growing importance as the technology spreads across industries.<h2 class="st-heading-2">Power Constraints And AI Growth</h2>Musk emphasized that energy, not just computing chips, will determine how quickly AI can scale, noting that the cost of AI infrastructure shifts almost monthly.&nbsp;He added that the limiting factor for widespread AI deployment is the ability to supply sufficient electricity to run advanced systems, and predicted that hardware producers may soon build more chips than there is power to activate them.&nbsp;<blockquote>“The limiting factor for AI deployment is fundamentally electrical power.”-Elon Musk&nbsp;</blockquote>However, Musk said that China is an exception because the country’s electricity growth is ‘tremendous’. He highlighted that China is deploying over 1000 gigawatts of solar energy.&nbsp;“Solar is by far the biggest source of energy. It’s really all about the sun. That’s why one of the things we will be doing with SpaceX within a few years is launching solar-powered AI satellites,” Musk stated.<h2 class="st-heading-2">AI, Robotics And Economic Abundance</h2>Musk said that widespread AI and humanoid robots could unlock unprecedented economic output, eventually creating an era of material abundance. He predicted robots could handle everything from manufacturing to elder care, freeing humans from many forms of labor.The Tesla CEO said the company will sell its Optimus humanoid robots to everyday buyers by the end of 2027. He added that some Optimus units are already performing basic duties on the production line, and he expects the robots to handle more sophisticated tasks by late 2026.Musk emphasized that sales to consumers will begin only when Tesla is “confident that it’s very high reliability, very high safety, and the range of functionality is also very high.”The ARK Autonomous Technology &amp; Robotics ETF (ARKQ) has gained over 54% in the last 12 months and the Vanguard Consumer Discretionary Index Fund ETF has added 5% in the same period.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-corcept-therapeutics-stock-surge-today/cmUC2kwR4XB">Why Did Corcept Therapeutics Stock Surge Over 14% Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 Elon Musk speaks onstage during the "Exploring the New Frontiers of Innovation: Mark Read in Conversation with Elon Musk" session at the Lumiere Theatre.

Elon Musk At Davos: Tesla CEO Warns AI Growth Hinges On Power Supply, Not Just Chips

The billionaire entrepreneur outlined how the energy required to operate and expand AI computing capacity has emerged as a key constraint for future growth.

<ul class="summary-bullets"><li>Ark increased its WeRide exposure through multiple recent share purchases totaling nearly 700,000 shares.</li><li>The accumulation comes as the firm rebuilds positions in select Chinese technology and autonomous driving companies.</li><li>Tesla’s portfolio weight at ARKQ has eased, with other holdings now ranking ahead by allocation.</li></ul>Cathie Wood-led Ark Investment Management bought 111,400 shares of WeRide on Wednesday, extending the firm’s renewed exposure to Chinese technology stocks.The purchase follows additional buying earlier this week, bringing Ark’s disclosed WeRide purchases over the past three trading days to at least 688,400 shares.<h2 class="st-heading-2">Ark Returns To Select Chinese Tech</h2>The WeRide trade comes as Ark gradually rebuilds positions in Chinese companies after sharply reducing exposure during Beijing’s regulatory crackdown in 2021.In December, trading disclosures showed the Ark Innovation ETF increased its stake in Baidu to about 614,550 shares, valued at roughly $79.9 million at the time, representing around 1% of the fund’s holdings. WeRide has also featured among Ark’s recent China-linked additions as the firm refocuses on AI and autonomous driving.<h2 class="st-heading-2">WeRide Builds Global Presence</h2>WeRide, a Guangzhou-based autonomous driving company, operates robotaxi and self-driving services and has expanded its fleet to more than 1,000 vehicles, with driverless operations in cities including Beijing and Guangzhou.In November, the company raised HK$2.39 billion, or about $308 million, through its Hong Kong share sale, becoming one of several U.S.-listed Chinese firms pursuing secondary listings amid ongoing delisting concerns. WeRide said proceeds from the offering would be used to advance autonomous-driving technology, scale robotaxi commercialization and support overseas expansion.<h2 class="st-heading-2">Citi Flags Near-Term Catalyst</h2>On Monday, Citi added a “90-day upside catalyst watch” on WeRide while maintaining a ‘Buy’ rating and a $15.3 price target, which implies about 73% upside from current levels.Citi said potential upside could come from Waymo’s possible financing round in the first quarter at an implied valuation of 280 times 2025 price-to-sales, which the firm said could re-rate WeRide’s valuation, currently equating to 34 times 2025 price-to-sales. The brokerage also said it expects improving sentiment around WeRide’s possible entry into the Southbound Stock Connect in June.<h2 class="st-heading-2">Tesla’s Position Inside Ark Shifts</h2>Ark’s increased activity in WeRide comes as Tesla’s position in the Ark Autonomous Technology &amp; Robotics ETF (<a href="https://stocktwits.com/symbol/ARKQ">ARKQ</a>) has eased. Recent portfolio disclosures show Kratos Defense &amp; Security narrowly overtaking Tesla as Ark’s largest holding in ARKQ, with Tesla now ranking second, followed by Teradyne and Rocket Lab. Tesla remains the top holding on the ARK Innovation ETF (<a href="https://stocktwits.com/symbol/ARKK">ARKK</a>), which is up just over 2.7% this year.&nbsp;While Ark continues to hold a sizable Tesla position, the firm recently said its long-term Tesla thesis centers<a href="https://stocktwits.com/news-articles/markets/equity/tesla-stock-rises-premarket-cathie-wood-s-ark-shrugs-off-fsd-subscriptions-says-robotaxi-drives-90-of-value/cmUDZ1oR4OU"> on robotaxis rather than Full Self-Driving subscriptions</a>.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for WeRide was ‘bearish’ amid ‘high’ message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/wrd_ss_png_13bf64a731.webp" alt="wrd ss.png" width="968" height="143"><figcaption>WRD sentiment and message volume as of January 22 | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/WRD">WeRide’s U.S.-listed stock</a> has declined 31% over the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the WeRide, Inc. logo is displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Cathie Wood’s ARK Loads Up On WeRide Stock While Tesla Loses Top Spot On Its Robotics ETF 

The WeRide trade follows Ark’s earlier reduction in Chinese stock exposure during Beijing’s regulatory crackdown in 2021.

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

TSLA Stock Falls Below 100-DMA For First Time In Over Six Months – Retail Expects Shares To Hit $400 Mark Soon

While the stock tracked broader market weakness on Tuesday, it has underperformed the key indices year to date.

<ul class="summary-bullets"><li>Northrop Grumman secured the competitive award for the MUX TACAIR aircraft, with Kratos’ Valkyrie drone forming a core part of the solution.</li><li>Kratos’ Valkyrie uncrewed aerial system enables operators to tailor mission effects to operational needs.</li><li>Kratos also voiced its backing for President Trump’s renewed emphasis on using defense industry funds for capability development.</li></ul>Kratos Defense &amp; Security Solutions, Inc. (KTOS) has landed a key role in a new U.S. Marine Corps effort to expand uncrewed combat aviation, teaming with Northrop Grumman Corp. (NOC).Following the update,&nbsp;<a href="https://stocktwits.com/symbol/KTOS">Kratos’ stock</a> traded more than 15% higher by mid-morning on Thursday. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory while message volume improved to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_08_104845_png_c27dd72ad7.webp" alt="KTOS’s Sentiment Meter and Message Volume as of 10:45 a.m. ET on Jan. 8, 2026 | Source: Stocktwits" width="926" height="102"><figcaption>KTOS’s Sentiment Meter and Message Volume as of 10:45 a.m. ET on Jan. 8, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Collaborative Combat Aircraft (CCA)</h2>Northrop Grumman secured the competitive award for the Marine Air-Ground Task Force Uncrewed Expeditionary Tactical Aircraft, known as MUX TACAIR, with Kratos’ Valkyrie drone forming a core part of the solution.Under the program, Northrop Grumman will lead development and delivery of an uncrewed platform that blends its autonomous technologies with Kratos’ Valkyrie aerial system.&nbsp;The aircraft is designed to fly in coordination with crewed fighters, supporting air dominance missions in high-threat environments. Kratos’ Valkyrie uncrewed aerial system allows operators to tailor mission effects depending on operational needs.<h2 class="st-heading-2">Support For Capital Choices</h2>Kratos also voiced its backing for President Trump’s renewed emphasis on using defense industry funds for capability development rather than share repurchases by defense contractors.<blockquote>“Since our inception as a defense company, we have aggressively self-funded development to be first-to-market with relevant systems that can be affordably produced in large quantities to deter and, if necessary, defeat our adversaries, and we have reinvested in people, facilities, inventory, and real technologies that can be delivered at speed and scale to support today’s and tomorrow’s warfighter.”-Eric DeMarco, President and CEO, Kratos</blockquote>The company underscored that it has long pursued a reinvestment-focused financial model that avoids share buybacks and dividends, allocating capital instead to advancing battlefield technologies.KTOS stock has gained over 271% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/smx-stock-sparks-retail-buzz-after-elimination-of-convertible-debt/cmUbORER45R">SMX Stock Sparks Retail Buzz After Elimination Of Convertible Debt</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, a person holds a smartphone displaying the logo of Kratos Defense & Security Solutions Inc. 

Why Did Kratos Defense Stock Surge 17% Today?

Under the Marine Corps program, Northrop Grumman will lead the development and delivery of an uncrewed platform that blends its autonomous technologies with Kratos’ Valkyrie aerial system.

<ul class="summary-bullets"><li>Zheng outlined how the firm has evolved from early machine-vision projects into what it now calls physical AI designed for real-world commercial use.</li><li>He said that the goal is not full automation, but targeted relief, handling a slice of daily workflows so human staff can focus on higher-value responsibilities.</li><li>Richtech has also changed its business model, moving away from one-time hardware sales toward a subscription-based approach.&nbsp;</li></ul>Richtech Robotics Inc. (RR) is sharpening its focus on robots for single-use applications that can scale across industries, rather than building robots that attempt many tasks.In an <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=SGupUKaMPtM">interview</a> with&nbsp;Stocktwits’ Michele Steele at the CES 2026, the company’s chief operating officer, Phil Zheng, outlined how the Las Vegas-based robotics firm has evolved over nearly a decade from early machine-vision projects into what it now calls physical AI designed for real-world commercial use.<h2 class="st-heading-2">Purpose-Built Robots</h2>Richtech Robotics builds modern robots along with the data systems that help them learn and perform better.&nbsp;Zheng explained that the firm’s new offering, ‘Dex’, blends robotics hardware with artificial intelligence to support repetitive, low-skill work that often strains employers.Powered by Nvidia Jetson Thor, Dex can work in changing settings, make decisions instantly, and handle demanding tasks. The robot can run for up to four hours on a single battery charge and was trained and tested using Nvidia’s open-source tools.<blockquote>“People are clamoring for a solution like this. If you look at businesses right now, they are struggling with higher labor costs, finding reliable, high-quality labor, and high turnover. They are looking for a way where they can still grow without having to run into all these issues.”-Phil Zheng, COO, Richtech Robotics</blockquote>Zheng said that the goal is not full automation, but targeted relief, handling a slice of daily workflows so human staff can focus on higher-value responsibilities. “If you can have a robot that could take on 10% of the workflow, that’s a huge amount of labor that would free up to do things that have to be done by humans,” added Zheng.<h2 class="st-heading-2">Competitive Strategy In A Crowded Field</h2>Richtech has also changed its business model, moving away from one-time hardware sales toward a subscription-based “robot-as-a-service” approach. While robotics competition is intensifying, including from companies like Tesla Inc. (TSLA), Zheng said Richtech’s advantage lies in restraint.“When it comes to robotics, and a lot of companies kind of fall into this, is that you try and do too much. If you look at the kinds of things robots can do, they are unlimited. But because there’s so much choice, there’s little focus on specific application types of robots,” said&nbsp;Zheng.“So building a robot that actually brings value in a specific application or vertical. There's so much opportunity in that.”He indicated that the company does not expect to raise capital in the near term, citing a solid balance sheet.&nbsp;However, Zheng left the door open to funding tied to strategic partnerships.RR stock has gained over 8% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nio-stock-rises-premarket-chinese-ev-maker-pushes-into-tesla-territory/cmUbRm5R4Pg">Nio Stock Rises Premarket: Chinese EV Maker Pushes Into Tesla Territory Down Under</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Exclusive: Richtech Robotics COO Bets On Single-Use Robots As Dex Targets Real-World Labor Gaps

Phil Zheng told Stocktwits at the CES 2026 that the company’s new offering, ‘Dex’, blends robotics hardware with artificial intelligence to support repetitive, low-skill work that often strains employers.

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