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Bankr is an advanced AI agent focused on simplifying the process of buying and selling digital assets. Bankr was the first AI agent on Farcaster to help you quickly buy all your favorites coins directly in the social. BankrCoin is the official coin of the agent and was deployed by Bankr itself directly in the Farcaster social feed. Fees from swaps go to support BankrCoin. Bankr is available on Farcaster and will soon be launching a private terminal, token recs, and limit orders on Base.

BankrCoin

BankrCoin is generating strong community buzz as its AI-powered ecosystem expands with new exchange listings and cross-chain integrations, leading many to anticipate significant price milestones and further utility growth.

Kyndryl Holdings, Inc. is a technology services company, which engages in the provision of infrastructure services. It operates through the following segments: United States, Japan, Principal Markets, and Strategic Markets. The Principal Markets segment represents the aggregation of operations in Australia, New Zealand, Canada, France, Germany, India, Italy, Spain, Portugal, the United Kingdom, and Ireland. The company was founded on December 4, 2020 and is headquartered in New York, NY.

Kyndryl Holdings Inc

Kyndryl Holdings is trending following a drastic stock plunge driven by the abrupt departure of its CFO and general counsel, an SEC investigation into cash management, and an accounting review exposing internal control weaknesses and revised future guidance, sparking intense community debate between those foreseeing catastrophe and others viewing it as an extreme overreaction and buying opportunity.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology Group is soaring after pre-announcing preliminary Q3 revenue well above expectations and reiterating robust fiscal year growth, fueling strong community belief that the AI data center infrastructure play was significantly undervalued amid massive hyperscaler capital expenditure. Traders are actively discussing the stock's sharp rebound and its potential for continued upside as a key beneficiary of the ongoing AI buildout.

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 seeing significant conversation after its CEO signaled multi-year highs in mortgage loan production and gain-on-sale performance, leading to community debate on whether its integrated platform can overcome broader housing market headwinds amidst ongoing institutional accumulation.

Satellos Bioscience, Inc. is a regenerative medicine company, which engages in developing novel therapeutics. It operates through a proprietary technology platform, MyoReGenX™ and Leveraging MyoReGenX™, which identify stem cell based regeneration deficits in muscle diseases and develop therapeutic solutions. The company was founded by Frank Gleeson and Michael Rudnicki on July 27, 2012 and is headquartered in Toronto, Canada.

Satellos Bioscience Inc

MSLE is actively discussed following its recent NASDAQ listing, a reverse split, and a substantial equity raise. While optimists view the financing as a strong vote of confidence in its "revolutionary" muscle regeneration drug for Duchenne patients and foresee potential acquisition, skeptics caution about dilution and characterize early clinical data as premature hype.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is actively discussed as the community awaits crucial R2 SUV details and earnings, with its CEO emphasizing the R2's cost-efficient design and potential to significantly boost profitability, though investor sentiment remains divided on its market impact and the company's cash burn amid EV sector competition.

Datadog, Inc. engages in the development of a monitoring and analytics platform for developers, information technology operations teams and business users. Its platform integrates and automates infrastructure monitoring, application performance monitoring and log management to provide real-time observability of its customers' entire technology stack. The company was founded by Olivier Pomel and Alexis Lê-Quôc on June 4, 2010 and is headquartered in New York, NY.

Datadog Inc - Ordinary Shares - Class A

Datadog Inc

Datadog is a top trending stock as investors keenly await its earnings report tomorrow, with significant community speculation around a potential beat and strong guidance. Many perceive the cloud observability leader as an undervalued AI beneficiary after recent sector-wide pressures, driving discussions of a major buying opportunity.

REGENXBIO, Inc. is a clinical-stage biotechnology company, which engages in the development, commercialization, and licensing of recombinant adeno-associated virus gene therapy. Its product candidates include the NAV Technology Platform, which consists of exclusive rights to novel adeno-associated viral vectors, and therapeutic programs such as RGX-314, RGX-202, RGX-121, RGX-111, RGX-181, and RGX-381. The company was founded by Kenneth T. Mills and James M. Wilson on July 16, 2008 and is headquartered in Rockville, MD.

Regenxbio Inc

Regenxbio is trending following the FDA's issuance of a Complete Response Letter for its Hunter syndrome gene therapy, RGX-121, citing concerns with trial design and the appropriateness of its surrogate endpoint. The community is actively debating the broader implications for gene therapies, RGNX's financial outlook, and potential impacts on its Duchenne and AbbVie-partnered programs.

Snap, Inc. operates as a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap Inc. is trending as its stock experiences a steep decline despite a recent Q4 earnings beat, prompting community concern over executive stock-based compensation and competitive pressures from rivals developing similar app features.

Uniting the six native Japanese dog breeds. Kendu is the keeper of peace, the preserver of life, and the protector of unity. Join the pack!!

Kendu

Kendu is trending as its highly dedicated community champions a "permissionless brand" model, consistently launching real-world products like KENDU SPICE, fostering strong conviction and active accumulation even amidst broader market downturns. This unique approach to building real value differentiates it as a long-term play.

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<ul class="summary-bullets"><li>BYD previewed the Song Ultra EV, a higher-powered, all-electric addition, with advanced driver-assistance features.</li><li>The Song family remains a key sales driver despite softer momentum late last year.</li><li>The teaser comes as BYD leans more heavily on overseas growth, targeting roughly 1.3 million EV sales outside China.</li></ul>BYD shares rose nearly 1% in Hong Kong after the EV maker offered a first look at the Song Ultra EV, signaling another refresh of a lineup that has long carried its domestic sales.&nbsp;<h2 class="st-heading-2">BYD Previews New Song Ultra EV&nbsp;</h2>The Song Ultra EV will be the newest addition to BYD’s Song family. Lu Tian, who oversees sales for the Dynasty lineup, posted the first image on Weibo and described it as the brand’s first B-class pure electric SUV. Details remain limited, but the model entered China’s industry regulator catalog last month, a typical step just ahead of a launch, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://cnevpost.com/2026/02/04/byd-teases-song-ultra-ev/">report</a> by CnEVPost.Dimension-wise, it is slightly larger than the Song L EV and brings more muscle. The Song Ultra EV uses a single-motor, rear-wheel-drive setup with up to 270 kW of power and a top speed of 210 km/h. BYD also plans to offer optional LiDAR, alongside its “God’s Eye B” driver-assistance system with Urban Navigation on Autopilot.<h2 class="st-heading-2">Song Lineup Remains a Core Sales Driver for BYD</h2>The Song series is still one of BYD’s biggest sellers, making up about 17% of group sales in 2025, or roughly 788,000 vehicles. Even so, momentum has cooled toward year-end, with December sales down 56% from a year earlier. Updating a core model like the Song is one way BYD is trying to steady volumes at home.Beyond China, BYD has been accelerating its global expansion. The company has said it is targeting a roughly&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/watch-out-tesla-byd-plans-to-boost-sales-outside-china-as-ev-push-revs-up/cmy7k8JR4WH">25% increase</a> in overseas EV sales, aiming to sell about 1.3 million vehicles outside China this year. In 2025, BYD delivered about 4.6 million vehicles globally, overtaking Tesla to become the world’s largest EV seller, helped by strong growth in exports to Europe, Southeast Asia, and Latin America.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment was ‘bearish’ amid ‘normal’ message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/byddf_ss_png_d171b419a0.webp" alt="byddf ss.png" width="969" height="144"><figcaption>BYDDF sentiment and message volume as of February 4 | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/BYDDF">BYD’s U.S.-listed stock</a> has declined nearly 2% over the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A "BYD Song PLUS DM-i" electric vehicle is displayed at a store of the listed company BYD. (Photo by Wang Qiming/VCG via Getty Images)

BYD Stock Rises In Hong Kong After Teasing Song Ultra EV In Bestselling SUV Family

Updating a core model like the Song is one way BYD is trying to steady volumes at home.

Equity

<ul class="summary-bullets"><li>January sales data pressured Chinese EV stocks across the board.</li><li>Nio’s deliveries jumped year-on-year but fell sharply from December.</li><li>The third-generation ES8 SUV delivered 17,646 units during the month, accounting for nearly 65% of total deliveries.&nbsp;</li></ul>Shares of Nio slid nearly 6% in Hong Kong trading on Monday,&nbsp;trading&nbsp;in line with a broad sell-off&nbsp;witnessed across Chinese electric vehicle stocks, even after the company posted a sharp jump in January deliveries.Other Chinese EV makers, including XPeng dropped nearly 9%, Li Auto fell around 4%, and BYD slid roughly 8% as investors digested fresh sales data from across the sector.<h2 class="st-heading-2">China EV Opens The Year On A Soft Note</h2>The plunge comes after January delivery numbers suggested a bumpy start to 2023 for much of China’s EV sector.BYD, China’s biggest new energy vehicle producer, sold 210,051 cars in January, down 30.1% annually. XPeng made 20,011 deliveries, down 34.1% on an annual basis and plunging 46.7% from December.Meanwhile, Li Auto made 27,668 deliveries, marking its eighth straight year-on-year drop, while sales also slumped 37.5% from the previous month.<h2 class="st-heading-2">Nio’s Delivery Growth Fails To Lift Stock</h2>Nio’s delivery volume against that backdrop still stood out, at least when compared with the prior year. The firm said it delivered 27,182 vehicles in January 2026, up 96.1% from a year earlier. However, deliveries declined 43.5% from December, which weighed on investor sentiment.Of those deliveries, 20,894 were Nio-branded vehicles, 3,481 were from its family-oriented sub-brand Onvo, while 2,807 were from its small EV brand Firefly. Cumulative sales rose to 1.02 million as of the end of January, surpassing the one-million-vehicle milestone.<h2 class="st-heading-2">ES8 Emerges As The Standout</h2>Much of Nio’s January performance rested on a single model. The third-generation ES8 SUV delivered 17,646 units during the month, accounting for nearly 65% of total deliveries. This is a dramatic increase from the 446 units delivered in January last year, reflecting the rapid ramp-up following the model’s launch at Nio Day in September 2025.Even so, ES8 deliveries were down about 21% from December’s record 22,258 units, when the model became China’s best-selling large SUV, according to the company. Nio also said it recently delivered its 60,000th third-generation ES8, just two weeks after reaching the 50,000-unit milestone.Deliveries at Onvo fell more than 61% from December, while Firefly deliveries dropped over 60% month-on-month. More detailed model-level data is expected later this month.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for Nio was ‘extremely bullish’ amid ‘extremely high’ message volume.One user described the sell-off as an “excellent buying opportunity,” saying they were preparing to add to their position and would increase purchases if the stock dropped further.<stembedurl>https://stocktwits.com/nanthor/message/643636266</stembedurl>Another user said, “looking like the es8 may be the savior of this company.”<stembedurl>https://stocktwits.com/nml7/message/643625997</stembedurl><a href="https://stocktwits.com/symbol/NIO">Nio’s U.S.-listed stock</a> has risen 6% over the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A new energy vehicle is being displayed at a NIO New energy vehicle store in Tianjin, China, on June 30, 2024. (Photo by Costfoto/NurPhoto via Getty Images)

Nio Stock Tumbles 6% In Hong Kong Even After Massive Delivery Jump — Here’s What The Market Is Missing

ES8 drove volumes, while Onvo and Firefly saw steep sequential declines.

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>Ford and BYD are reportedly discussing how a potential partnership would work.</li><li>BYD hasn't made passenger car batteries in the U.S. till date.&nbsp;</li><li>Ford is also putting up a battery plant in Michigan where it intends to build low cost cells starting this year with the help of technology from Chinese battery maker CATL.</li></ul> Dearborn-based automaker Ford Motor Co. (F) is reportedly in talks with BYD Co. Ltd. (BYDDF) about a potential partnership involving the use of the Chinese player’s batteries in Ford’s hybrid vehicles.The Wall Street Journal <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/business/autos/ford-byd-in-talks-for-hybrid-vehicle-batteries-after-ev-market-flames-out-3808e678?mod=wsj_FV">reported</a> on Thursday, citing people familiar with the matter, that the talks are continuing and might not culminate in a deal. The two carmakers are reportedly discussing how a potential partnership would work, and are considering ideas including Ford importing batteries from BYD to non-U.S. factories.Shares of F traded marginally in the green at the time of writing.<h2 class="st-heading-2">BYD’s EV And Battery Capacities</h2>BYD is the world’s largest EV maker. Unlike its American counterpart Tesla, BYD makes both plug-in hybrid, and battery-powered electric vehicles.The company makes most of its batteries in China but it is also building capacity in overseas plants. While BYD has made some batteries for commercial vehicles at its California bus-manufacturing plant, it hasn't yet made passenger car batteries in the U.S., WSJ noted.Meanwhile, Ford is also putting up a battery plant in Michigan, where it intends to build low-cost cells starting this year with the help of technology from Chinese battery maker Contemporary Amperex Technology Co. (CATL) to power its future electric vehicles.<h2 class="st-heading-2">Ford’s Pivot Away From EVs</h2>The report of the new deal talks comes on the heels of Ford realigning its EV strategy last month, pivoting away from pure EVs, and towards hybrid and plug-in hybrid vehicles.Ford said in December that it expects to incur $19.5 billion in EV-related charges after it killed several big EV models to stem losses from the segment. While a majority of the charges would be incurred in the fourth quarter, the remaining will be incurred in 2026 and 2027, the company said.“Ford no longer plans to produce select larger electric vehicles where the business case has eroded due to lower-than-expected demand, high costs and regulatory changes,” the company had said.CEO Jim Farley had noted that the move is centered on customer demand. “The operating reality has changed, and we are redeploying capital into higher-return growth opportunities: Ford Pro, our market-leading trucks and vans, hybrids and high margin opportunities like our new battery energy storage business,” he said.In the fourth quarter of 2025, the automaker reported that its hybrid sales rose about 18% to 55,374 vehicles while pure EV sales declined by about 52% to 14,513 units.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around F stock fell from ‘bullish’ to ‘neutral’ territory over the past 24 hours while message volume dipped from ‘extremely high’ to ‘high’ levels.<a href="https://stocktwits.com/symbol/F">F stock</a> has gained 39% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/disc-medicine-sanofi-eli-lilly-shares-slip-on-reports-of-fda-increasing-review-time-for-drugs/cmU1rSfR4JO">Disc Medicine, Sanofi, Eli Lilly Shares Slip On Reports Of FDA Increasing Review Time For Drugs Granted Priority Review Vouchers</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Ford exhibit area is shown at the 2025 Detroit Auto Show at Huntington Place on January 10, 2025 in Detroit, Michigan. 

Ford Contemplates Deal With Chinese Rival BYD As It Seeks To Scale Hybrids: Report

The Wall Street Journal reported on Thursday, citing people familiar with the matter, that the talks between the two companies are continuing and might not culminate in a deal.

<ul class="summary-bullets"><li>Tesla shares opened the new year on a dour note following a week of declines and a softer delivery update.</li><li>Musk’s post about dining with Trump drew retail buzz over the weekend.</li><li>Tesla is scheduled to report quarterly earnings on Jan.28.</li></ul>Tesla, Inc.&nbsp;entered 2026 under pressure, posting its seventh consecutive loss on Friday, the first trading day of the year, marking a slide that was followed over the weekend by a post from CEO Elon Musk saying he had a “lovely dinner” with U.S. President Donald Trump and Melania Trump.Elon Musk&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2007910921914769832">said in a post on X</a> that “2026 is going to be amazing,” alongside a photo showing him seated next to Donald Trump and Melania Trump during a dinner at Mar-a-Lago, hours after Trump announced from the resort that Nicolas Maduro had been taken into U.S. custody.Tesla shares fell about 2.6% to $438.07 on Friday as investors weighed fresh delivery data and intensifying competition.<h2 class="st-heading-2">Q4 Deliveries Decline</h2>Tesla said it delivered 418,227 vehicles in the fourth quarter, down 16% year on year from 495,570 cars a year earlier and below the 422,850 vehicles expected by analysts, according to a company-compiled estimate.For the full year,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-q4-2025-deliveries/cmxV2RmRE6p">Tesla delivered 1.64 million vehicles</a>, compared with 1.79 million in 2024, marking the company’s second consecutive annual decline in deliveries.Additionally, Tesla said it&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-energy-business-might-be-its-saving-grace/cmxVeK8R4GE">deployed 14.2 GWh of energy storage products</a> in the fourth quarter, a record level. The company reported deploying 11 GWh in the same period a year earlier.<h2 class="st-heading-2">BYD Records Higher Annual EV Sales&nbsp;</h2>Tesla ceded its position as the world’s largest electric vehicle maker in 2025 to China’s BYD, after global EV sales rose 28% last year and BYD outsold Tesla on a full-year basis for the first time.BYD delivered a total of 2.26 million pure EVs globally in 2025,&nbsp;adding that overseas sales, excluding China, had hit a record high of 1 million,&nbsp;up nearly 150% year-on-year. The company has set a goal of selling as many as 1.6 million vehicles outside China in 2026, without announcing an overall sales target.<h2 class="st-heading-2">Musk And Trump: A Volatile Bromance</h2>Musk's recent interaction with Trump follows a public rupture last year that directly coincided with volatility in Tesla shares. In June, a dispute between Musk and Trump escalated into an open feud after&nbsp;the president threatened to withdraw federal contracts and subsidies from Musk’s companies amid disagreement over proposed tax legislation. The move sent Tesla shares down 14% in a single session, wiping out about $153 billion in market value and marking the stock’s&nbsp;worst day on record.The shares later clawed back some ground toward the end of the year, helped by renewed optimism around Tesla’s full self-driving software updates, its robotaxi ambitions, and, to a lesser extent, progress on the Optimus humanoid robot program.<h2 class="st-heading-2">Wall Street Weighs Deliveries Ahead Of Earnings</h2>Analysts’ views on Tesla’s delivery report were mixed. Dan Ives said that Tesla’s fourth-quarter deliveries came in slightly below consensus estimates but above “whisper numbers,” adding that investor focus remains on autonomy and artificial intelligence.Meanwhile, Gary Black said he did not understand why the delivery report was viewed as bullish, noting that electric vehicles account for 77% of Tesla’s operating profits.Tesla is scheduled to report quarterly earnings on Jan.28.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment was ‘extremely bearish’ amid ‘high’ message volume.<figure class="image"><img style="aspect-ratio:960/141;" src="https://news.stocktwits-cdn.com/tsla_ss_png_0546beb3a6.webp" alt="tsla ss.png" width="960" height="141"><figcaption>TSLA sentiment and message volume as of January 4| Source: Stocktwits</figcaption></figure>One Stocktwits Tesla watcher mockingly&nbsp;<a href="https://stocktwits.com/OverTheCounter/message/640789424">wondered</a> if the Biden-era EV tax&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-to-raise-us-lease-prices-on-model-3-model-y-ahead-of-ev-tax-credit-expiration/chw5pmFRdog">credit</a>, which was scrapped by Trump, was “back after the dinner?”<stembedurl>https://stocktwits.com/OverTheCounter/message/640789424</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/tradeordie24/message/640789579">said</a> the stock was “already looking to nosedive before premarket even starts... Forget about $450 not happening tomorrow $430-428 more likely.”&nbsp;<stembedurl>https://stocktwits.com/tradeordie24/message/640789579</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/BellaChaw/message/640786568">flagged</a> several concerns&nbsp;about Tesla, citing lowered estimates following weaker deliveries, bearish technical signals, and uncertainty about near-term revenue from autonomy and robotics. While saying they remain long-term bullish, the user said early 2026 was not an attractive entry point and that they were looking for lower levels before reconsidering.<stembedurl>https://stocktwits.com/BellaChaw/message/640786568</stembedurl><a href="https://stocktwits.com/symbol/TSLA">Tesla’s stock</a> has risen 8.5% over the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Donald Trump and Musk arrive before the launch of the sixth test flight of the SpaceX Starship rocket on November 19, 2024 in Brownsville, Texas.

Can Musk–Trump Dinner Diplomacy Spark A Tesla Bounce After A Red Start To 2026?

Tesla shares stayed under pressure early in the new year as investors awaited earnings following a recent delivery decline.

China's BYD Beats Tesla as 2025's Top EV Seller: ETFs in Spotlight

BYD overtakes Tesla as the world's top EV seller in 2025, reshaping the EV landscape and putting ETFs with BYD exposure in focus.

Why Tesla's Q4 Sales May Dissapoint-And Why the Stock Doesn't Care

With expectations for Tesla's Q4 sales reset meaningfully lower, the risk-reward now hinges less on the headline delivery number and more on how investors interpret the future. 

Zacks Investment Ideas feature highlights: TSLA, GOOGL, LYFT, UBER, BYDDF and XPEV

TSLA gains momentum as unsupervised FSD nears launch, brand trust rebounds, and China demand strengthens heading into 2026.

Tesla's New Bull Case: FSD, Brand Recovery, & China Strength

After a turbulent stretch, the pieces are finally aligning for Tesla. With unsupervised FSD nearing launch, brand trust recovering, and renewed China demand, Tesla enters 2026 with momentum.

<ul class="summary-bullets"><li>Morgan Stanley warned that the electric-vehicle “winter” is likely to persist through 2026.</li><li>The brokerage is ‘moderately more positive’ on the ICE and hybrid vehicles market outlook.</li><li>Morgan Stanley had also downgraded Tesla’s stock to ‘Equal Weight’ from ‘Overweight’.</li></ul>Shares of Rivian Automotive Inc. (RIVN) declined 3.5% in premarket trading on Monday after Morgan Stanley downgraded the stock, citing a cautious outlook for the electric vehicle market.At the time of writing, <a href="https://stocktwits.com/symbol/RIVN">RIVN</a> was among the top trending tickers on Stocktwits.<h2 class="st-heading-2">Morgan Stanley Downgrade</h2>Morgan Stanley analyst Andrew Percoco downgraded Rivian to Underweight from Equal Weight, maintaining a $12 price target, according to TheFly.As part of its 2026 autos and shared mobility outlook, Morgan Stanley is taking a more cautious stance, warning that the electric-vehicle “winter” is likely to persist through 2026. This is partly offset by a “moderately more positive” outlook on internal combustion engines and hybrids, the analyst said in a research note.Percoco had also downgraded rival Tesla to ‘Equal Weight’ from ‘Overweight’ but raised the price target to $425 from $410. While Morgan Stanley still sees Tesla as a future leader in autonomous mobility, renewable energy, and robotics, the stock is trading at 30 times estimated 2030 earnings before interest, tax, depreciation and amortization (EBITDA), and the brokerage sees near-term risks to consensus estimates. Morgan Stanley prefers to wait for a more attractive entry point.<h2 class="st-heading-2">Rivian’s November Sales</h2>Rivian sold 4,500 vehicles in the U.S. last month, up 14.1% from October and 24.1% from a year earlier, according to Motor Intelligence. Despite this growth, the company has only posted year-over-year gains in three of the past eleven months.CEO RJ Scaringe had previously warned that sales would soften after a strong third quarter. In October, the EV maker had narrowed its full-year production guidance to 41,500 - 43,500 units, from 40,000 - 46,000 units.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits remained in the ‘neutral’ territory over the past 24 hours.One user sees Rivian as a speculative stock.<stembedurl>https://stocktwits.com/Mr_Monday_Night/message/638465158</stembedurl>However, some users were bullish.<stembedurl>https://stocktwits.com/Conan2315/message/638464050</stembedurl>RIVN stock had gained in nine consecutive sessions prior to closing marginally lower on Friday.Year-to-date, RIVN stock has gained around 35%.&nbsp;Read Also: <a href="https://stocktwits.com/news-articles/markets/equity/blbx-stock-on-track-to-retest-its-october-highs-what-sparked-the-latest-rally/cLIYpntREm5">BLBX Stock On Track To Retest Its October Highs – What Sparked The Latest Rally?</a>&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a Rivian Automotive LLC logo of an electric vehicle automaker is seen on a smartphone screen. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)

Is Rivian Losing Its Spark? Morgan Stanley Downgrades Amid EV 'Winter'

Shares of Rivian Automotive Inc. (RIVN) declined 3.5% in premarket trading on Monday after Morgan Stanley downgraded the stock, citing a cautious outlook for the electric vehicle market.

Is Rivian Stock Losing Its Spark? Morgan Stanley Downgrades Amid EV 'Winter'

Morgan Stanley analyst Andrew Percoco downgraded Rivian to ‘Underweight’ from ‘Equal Weight’, maintaining a $12 price target.

BYD Co., Ltd. engages in the research, development, manufacture, and sale of rechargeable batteries and photovoltaic business. It operates through the following segments: Rechargeable Batteries and Photovoltaic Products, Mobile Handset Components, Assembly Service and Other Products, and Automobiles and Related Products and Other Products. The Rechargeable Batteries and Photovoltaic Products segment is involved in the manufacture and sale of lithium-ion batteries and nickel batteries, photovoltaic products, and iron batteries products for mobile phones, electric tools, and other portable electronic instruments, photovoltaic products, energy storage products, and electric vehicles. The Mobile Handset Components, Assembly Service and Other Products segment focuses on the sale of mobile handset components such as housings, electronic components, assembly services, and medical protection products. The Automobiles and Related Products and Other Products segment consists of automobiles and auto-related moulds and components and automobile leasing and after sales services, rail transport related business, and medical protection products. The company was founded by Chuan Fu Wang on February 10, 1995 and is headquartered in Shenzhen, China.

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