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Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is trending amidst a high-stakes bidding war for Warner Bros. Discovery, intensified by a widening DOJ antitrust probe and political threats; the community is actively debating whether walking away with a breakup fee or proceeding with the acquisition would be a better outcome for the streaming giant.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

CorMedix is drawing significant investor attention due to recent conservative 2026 revenue guidance and uncertainty surrounding DefenCath's post-TDAPA reimbursement, fueling widespread frustration despite a new $75 million share repurchase program. The community is actively discussing potential legislative fixes and upcoming pipeline catalysts like Rezzayo's Phase 3 data, while scrutinizing management's actions amid the stock's pronounced decline.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

Warner Bros Discovery is actively trending as its board reconsiders a sweetened hostile takeover bid from Paramount Skydance, fueled by Netflix's temporary waiver and intensified DOJ scrutiny of Netflix's original offer. The community is debating which path offers better shareholder value and a clearer regulatory approval amidst the fierce media industry consolidation.

Honeywell International, Inc. is a software industrial company, which offers industry specific solutions to aerospace and automotive products and services. It operates through the following business segments: Aerospace Technologies, Industrial Automation, Building Automation, Energy and Sustainability Solutions, and Corporate and All Other. The company was founded by Albert M. Butz in 1906 and is headquartered in Charlotte, NC.

Honeywell International Inc

Honeywell is trending due to significant market anticipation around its strategic transformation, including the successful spin-off of Solstice Advanced Materials, the planned IPO of its quantum computing unit Quantinuum, and upcoming splits of its Aerospace and Automation divisions, all poised to unlock substantial shareholder value.

Avantis is the largest RWA perps DEX in DeFi, built on and backed by Base. Avantis allows users to trade crypto and real-world assets (RWAs), including FX, commodities, indices, and equities. Backed by Pantera and Coinbase, Avantis is the largest DEX on Base by volumes, and brings institutional-grade products to DeFi, letting users trade with up to 500x leverage in a transparent, permissionless environment.  Avantis is best known for launching zero-fee perpetuals (ZFP) — a first-of-its-kind primitive where traders only pay fees if they profit. They've also brought leveraged RWAs onchain. This has driven explosive growth: over $20B+ in cumulative volume and 15M+ run-rate revenues since Febrruary 2024.

Avantis

Avantis (AVNT CRYPTO) is experiencing a surge in discussion following its recent Robinhood listing and integration as a perpetual DEX on Coinbase's #base platform, with the community fiercely debating its potential for massive growth against competitors versus accusations of it being a manipulated 'rug pull' scam.

Globalstar, Inc. engages in the provision of mobile satellite services. It offers voice and data communications services to the following markets: recreation and personal, government, public safety and disaster relief, oil and gas, maritime and fishing, natural resources, mining, and forestry, construction, utilities, and transportation. The company was founded in November 2003 and is headquartered in Covington, LA.

Globalstar Inc.

Globalstar is trending amid escalating speculation of a potential buyout from major tech players, fueled by its uniquely valuable n53 spectrum and deepening Apple partnership for advanced iPhone satellite connectivity. The community eagerly anticipates key FCC decisions regarding spectrum use and the deployment of its C-3 constellation, which are seen as critical catalysts for unlocking the company's significant underlying value and expanding its private network and IoT solutions.

BridgeBio Pharma, Inc. engages in identifying and advancing transformative medicines to treat patients who suffer from Mendelian diseases. Its pipeline of development programs includes product candidates ranging from early discovery to late-stage development. The company was founded by Charles Homcy, Francis Patrick McCormick, Philip Reilly, and Neil Kumar in 2015 and is headquartered in Palo Alto, CA.

BridgeBio Pharma Inc

BridgeBio Pharma is currently trending due to a series of overwhelmingly positive Phase 3 clinical trial results, including a breakthrough oral treatment for achondroplasia that is seen as a major competitive advancement. This strong pipeline performance, coupled with robust Attruby sales and significant analyst upgrades, has ignited community excitement about the company's rapid evolution into a leading multi-product rare disease biotech.

Progressive Corp. is an insurance holding company, which engages in the provision of personal and commercial auto insurance, residential property insurance, and other specialty property-casualty insurance and related services. It operates through the following segments: Personal Lines, Commercial Lines, and Property. The Personal Lines segment includes agency and direct businesses. The Commercial Lines segment writes primary liability and physical damage insurance for automobiles and trucks owned and operated predominately by small business in the auto, for-hire transportation, contractor, for-hire specialty, tow, and for-hire livery markets. The Property segment covers residential property insurance for homeowners, other property owners, and renters. The company was founded on March 10, 1937, and is headquartered in Mayfield Village, OH.

Progressive Corp.

Progressive Corp

Progressive is a trending topic amidst mixed reactions to its recent financial reports, which show strong premium and investment income growth alongside fluctuating combined ratios, prompting widespread customer discussion around rising rates. The community is actively debating if its valuation is justified by its tech-driven underwriting and potential AI leadership, or if customer dissatisfaction and market dynamics present challenges within the insurance sector.

GSI Technology, Inc. engages in the design, development and marketing of memory products primarily for the networking, and telecommunications markets. Its product includes Static Random Access Memory, or SRAM, which incorporated in networking and telecommunications equipment, such as routers, switches, wide area network infrastructure equipment, wireless base stations and network access equipment. It also offers services to the ongoing needs of the military, industrial, test and measurement equipment, automotive and medical markets for SRAMs .The company was founded by Lee-Lean Shu and Robert Yau in March 1995 and is headquartered in Sunnyvale, CA.

GSI Technology Inc

GSI Technology is trending as recent preliminary benchmarks for its Gemini-II Compute-in-Memory chip claim competitive multimodal LLM inference at the edge with significantly lower power consumption than rivals. This news is sparking intense debate among investors, with bulls highlighting the chip's potential for defense and drone applications and institutional interest, while critics vehemently allege fraudulent performance claims and an ongoing class-action investigation regarding misleading statements.

SM Energy Co. is an independent energy company, which engages in the provision of acquisition, exploration, development, and production of oil, gas, and natural gas liquids. The company was founded in 1908 and is headquartered in Denver, CO.

SM Energy Co

SM Energy is trending as the community discusses its strategic $950 million sale of non-core South Texas assets, a move seen as significantly strengthening the balance sheet and reducing debt following the Civitas merger, leading many to believe the stock is currently undervalued and well-positioned for future growth in the energy sector.

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<ul class="summary-bullets"><li>Deutsche Bank has a price target of $18 on LUNR stock, as per the report, which indicates an upside of about 16.5% from current price levels.</li><li>The analyst said that while launch and satellite communications are central in the space industry, lunar infrastructure and connectivity are far less competitive, thus positioning Intuitive Machines as a key potential beneficiary.</li><li>In Dec. 2025, the White House unveiled an ambitious space policy aimed at accelerating America’s return to the Moon and strengthening U.S. leadership in space exploration.</li></ul>Intuitive Machines Inc. (LUNR) is reportedly a ‘buy’ at Deutsche Bank on expectations that it will get a boost from America’s lunar push.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/02/12/the-moon-economy-is-about-to-boom-this-space-stock-could-benefit-deutsche-bank-says.html">report</a> from CNBC, the U.S.’s intention to return to the Moon soon could be a giant leap ahead for Intuitive Machines.Deutsche Bank research analyst Edison Yu said in a note that even as details around the NASA LTVS award (Lunar Terrain Vehicle Services) are due, the country’s perception on the broader Moon economy “may have just gone through a key inflection point.”The analyst has a price target of $18 on LUNR stock, as per the report, which indicates an upside of about 16.5% from the current $15.45 levels at the time of writing.<h2 class="st-heading-2">The Lunar Advantage</h2>Deutsche Bank’s Yu cited two major indicators for America’s renewed lunar exploration plans.Firstly, Yu said that SpaceX CEO Elon Musk’s declaration in a social media post about his company shifting focus to building a “self-growing city” on the Moon was one. Musk believes the plans are achievable in under a decade.Yu also noted that Jeff Bezos-owned Blue Origin said last month that it is halting its suborbital space tourism flights for at least two years to focus on human lunar missions.The analyst said that while launch and satellite communications are central in the space industry, lunar infrastructure and connectivity are far less competitive.This positions Intuitive Machines as a key potential beneficiary of rising demand tied to the country’s lunar ambitions, Deutsche Bank said as per the report. The company provides infrastructure and connectivity services that could support a future U.S. Moon base, though it does not compete in rocket launch services, the analyst added.With Moon exploration emerging as a clearer priority for the administration and becoming a more mainstream initiative, Deutsche Bank believes Intuitive Machines could begin trading more in line with other major space stocks.<h2 class="st-heading-2">White House Space Policy</h2>In Dec. 2025, the White House unveiled an ambitious <a href="https://stocktwits.com/news-articles/markets/equity/lunr-stock-trump-new-space-policy-boost/cLeitw8REr6">space policy</a> aimed at accelerating America’s return to the Moon and strengthening U.S. leadership in space exploration, defense, and commercial activity.The directive called for a human lunar landing by 2028 and outlined plans to establish a preliminary permanent lunar station by 2030. The initiative also included deploying nuclear reactors on the Moon and in orbit to support long-term infrastructure, signaling a major push toward sustained lunar presence.<h2 class="st-heading-2">Street Consensus</h2>According to data from Koyfin, LUNR has a 12-month average price target of $18.33 based on nine analysts covering the stock. The highest price target is at $26 for the stock, while the lowest target price is $9.5.Seven of the analysts hold a ‘Buy’ rating on the shares, while one has a ‘Hold’ and another has a ‘Sell’ rating.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/LUNR">LUNR shares</a> was in the ‘bearish’ territory over the past 24 hours amid ‘normal’ message volumes.Shares of LUNR have declined more than 17% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/jtai-stock-volatile-after-merger-agreement-update/cZRTpHnR4rF">JTAI Stock Sees Sharp Swing – What’s The Latest On The flyExclusive Agreement?</a>

The Nova-C lunar lander is shown at Intuitive Machines on Monday, Oct. 2, 2023, in Houston. (Brett Coomer/Houston Chronicle via Getty Images)

LUNR Stock Is Reportedly A ‘Buy’ At Deutsche Bank Despite Retail Doubt — Here’s Why

According to a report from CNBC, the U.S.’s intention to return to the Moon soon could be a giant leap ahead for Intuitive Machines, as per the bank. 

Equity

Meta, Microsoft Earnings Signal AI Payoff Matters: ETFs in Focus

Big Tech earnings revive AI payoff fears. META rallies on growth, MSFT slides on payoff concerns. Which AI ETFs still make sense now?

<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.

<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.

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