SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

GLD is experiencing a significant surge, driven by escalating geopolitical tensions, particularly regarding Iran, and broader concerns about global economic stability. Community sentiment is sharply divided, with many viewing the rally as a crucial flight to safety and a direct response to perceived dollar weakness, while others warn of an unsustainable "FOMO" driven bubble. This push towards record highs is occurring amidst discussions of central bank diversification and the potential for shifts in global financial confidence.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Thompson Falls, MT.

United States Antimony Corp.

United States Antimony Corp

United States Antimony Corp (UAMY) is gaining significant attention following its acquisition of a critical minerals flotation facility, further solidifying its vertical integration. Investors are keenly discussing the company's unique position as the sole US antimony producer for military applications, speculating on potential government investments and a short squeeze. This renewed interest is fueled by a broader focus on securing domestic critical mineral supply chains and recent institutional activity, including a notable share purchase by the State of Alaska.

First Majestic Silver Corp. engages in the production, development, exploration and acquisition of mineral properties. It owns and operates producing mines in México including the La Encantada Silver Mine, La Parrilla Silver Mine, San Martin Silver Mine, La Guitarra Silver Mine, Del Toro Silver Mine, Santa Elena Silver & Gold Mine, and San Dimas Silver & Gold Mine. The company was founded by Keith Neumeyer on September 26, 1979 and is headquartered in Vancouver, Canada.

First Majestic Silver Corporation

First Majestic Silver (AG) is a hot topic as the community buzzes about the unprecedented surge in silver prices, widely seen as heading towards "triple digits" amid physical shortages and de-dollarization narratives. Despite this historic metal rally, many are debating why AG's stock has lagged, with strong expectations for a significant catch-up given the company's record production and recent dividend increase.

USA Rare Earth, Inc. is domestic supplier of rare earth magnets and heavy rare earth elements. It is developing a vertically integrated, domestic supply chain for rare earth element magnet production, with a facility in Stillwater, Oklahoma, and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USA Rare Earth (USAR) is generating significant market attention following reports of a substantial US government investment aimed at strengthening domestic rare earth supply chains and reducing reliance on foreign sources. The community is actively discussing the potential for a short squeeze and the broader bullish implications for the critical minerals sector, as this strategic backing is seen as a major de-risking event for the company's future endeavors.

Brand Engagement Network, Inc. engages in the provision of conversational artificial intelligence assistants with the purpose of transforming engagement and analytics for businesses through security-focused, multimodal communication and human-like artificial intelligence assistants. The firm is also involved in delivering highly personalized, multi-modal artificial intelligence engagement with a focus on industries where there is a massive workforce gap and an opportunity to transform how consumers engage with networks, providers, and brands. The company is founded on March 14, 2024 and is headquartered in Jackson, WY.

Brand Engagement Network Inc

Brand Engagement Network Inc (BNAI) is experiencing a parabolic surge, driven by recent AI-related partnership news that has ignited intense retail interest. The stock's low float and high short interest are fueling widespread community discussion about a significant short squeeze, with many drawing parallels to past explosive market events.

Redwire Corp. manufactures and supplies space equipment. It offers critical space solutions and reliability components for the next generation space economy with IP for solar power generation and in-space 3D printing and manufacturing. It assists its customers in solving challenges of future space missions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwire (RDW) is trending as investor interest surges around its pivotal role in national defense, particularly the "Golden Dome" missile defense initiative, and its extensive contracts within the burgeoning space sector. The community is actively discussing RDW's established relationships with entities like NATO, Space Force, and NASA, viewing it as a significantly undervalued company poised for substantial long-term growth amidst increasing global defense and space infrastructure spending.

TMC the metals co., Inc. is a deep-sea minerals exploration company focused on the collection and processing of polymetallic nodules found on the seafloor in international waters of the Clarion Clipperton Zone in the Pacific Ocean (CCZ). These nodules contain high grades of four metals (nickel, copper, cobalt, manganese) which can be used as (i) feedstock for battery cathode precursors (nickel, cobalt and manganese sulfates, or intermediate nickel-copper-cobalt matte) for electric vehicles (EV) and renewable energy storage markets, (ii) copper cathode for EV wiring, energy transmission and other applications and (iii) manganese silicate for manganese alloy production required for steel production. The company was founded in 2021 and is headquartered in Vancouver, Canada.

TMC the metals company Inc

TMC is trending following its strategic move to submit a consolidated deep-sea mining permit application under new, streamlined NOAA regulations, expanding its potential recovery area significantly. The community is buzzing with bullish sentiment, anticipating swift government approval given the company's role in securing critical minerals for national security and the burgeoning EV and AI industries. This development is driving strong expectations for a potential short squeeze and substantial long-term value.

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

iShares Silver Trust

SLV is experiencing a historic surge driven by a relentless short squeeze and a significant China silver export ban, sparking intense euphoria and FOMO within the community. Discussions are polarizing between those forecasting substantial new highs and others cautioning about a potential "bubble" or "rug pull," drawing comparisons to past spectacular rallies like Bitcoin and GME. This momentum is further amplified by broader concerns over economic instability, dollar weakness, and silver's re-evaluated role as a critical safe-haven and industrial asset.

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 trending with high anticipation for a new piece on the stock from investor Michael Burry, expected early this week, alongside recent share accumulation by Ryan Cohen. The community is buzzing with speculation about a potential short squeeze and a Roaring Kitty return, while also voicing concerns over perceived market manipulation.

Sibanye Stillwater Ltd. is a multinational mining and metals processing group with a diverse portfolio of operations, projects and investments across five continents. It is one of the global recyclers of PGM autocatalysts and has interests in mine tailings retreatment operations. The firm mainly engages in the acquisition and exploration of platinum group materials including palladium, rhodium and producing of gold. It also produces and refines iridium, ruthenium, nickel, chrome, copper and cobalt. The company has diversified its asset portfolio into battery metals mining and processing. Sibanye Stillwater was founded on February 1, 2013 and is headquartered in Weltevreden Park, South Africa.

Sibanye Stillwater Limited - ADR

Sibanye Gold Limited

Sibanye Gold Limited (SBSW) is trending amidst a substantial surge in Platinum Group Metals (PGMs) like platinum, palladium, and rhodium, which are core to its diversified operations. Community sentiment highlights the company as a prime beneficiary of rising metal prices and ongoing PGM supply deficits, with many noting technical breakouts and significant institutional interest driving current discussions. This positions SBSW for continued attention as a comprehensive play on the strengthening commodities market.

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One Chinese EV Stock Surged 80% In 2025 – But Two Others Told Very Different Stories

XPeng was the top performer in 2025, with gains of around 80%, while Li Auto’s stock declined 28% YTD.

XPeng, Nio, Li Auto Stocks Diverge Sharply In 2025: Here’s What Investors Are Watching Next

Equity

<ul class="summary-bullets"><li>Deliveries are poised to fall for a second straight year and 2026 growth expectations diverge sharply between Wall Street and more cautious investors.</li><li>The investment debate hinges on non-auto upside, with bulls betting on FSD, robotaxis, and Optimus.</li><li>But skeptics argue that weak auto performance limits funding and upside for these initiatives.</li></ul>Tesla, Inc.’s (TSLA) stock is on track to outperform the consumer discretionary sector this year, helped in part by the robotaxi chatter that picked up pace in the&nbsp;last few months of the year,&nbsp;even as the flagship electric vehicle (EV) business&nbsp;sagged.Negative headlines surrounding Tesla’s EV business continue to emerge. Earlier this week, Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-12-29/tesla-cybertruck-flop-proves-costly-for-south-korean-supplier">reported</a> that Tesla’s contract value with South Korean supplier L&amp;F Co. has been slashed by 99%.&nbsp;<img src="https://news.stocktwits-cdn.com/TSLA_Vs_XLY_Vs_SPY_png_f9bd0033f8.webp" alt="TSLA Vs XLY Vs SPY.png">Source: Koyfin<h2 class="st-heading-2">Maturing Automotive Business?</h2>Automotive deliveries growth hasn’t really picked up after the spurt seen in the aftermath of the COVID-19 pandemic. After peaking at 83% in the second quarter of 2023, year-over-year sales growth either slowed or turned negative. The third quarter of 2025 marked a recovery after two consecutive quarters of decline; however, the 7.4% growth rate remained well below the nearly 122% surge recorded in the second quarter of 2021, when Model Y sales soared following its 2020 launch.<img src="https://news.stocktwits-cdn.com/Tesla_Delivery_Growth_Loses_Momentum_png_6657350bc1.webp" alt="Tesla_Delivery_Growth_Loses_Momentum.png">Source: Fiscal.aiTesla for the first time publicly&nbsp;shared the consensus delivery forecast for the fourth quarter, ahead&nbsp;of the formal release scheduled for Jan. 2. The company-compiled consensus analyst forecast for the quarter is 422,850. If the estimate proves accurate, the company is on track to report annual deliveries of 1.641 million, down 8.3% from 1.79 million in 2024. Incidentally, it would also mark the second straight year of sales decline.The automotive segment, which includes vehicle sales, regulatory credits, and leasing revenue, still accounts for a lion’s share of Tesla's revenue.<figure class="image"><img style="aspect-ratio:600/371;" src="https://news.stocktwits-cdn.com/Tesla_s_Q3_25_Revenue_Break_down_png_39c10d5776.webp" alt="Tesla's Q3'25 Revenue Break-down.png" width="600" height="371"></figure>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Chart generated using company data&nbsp;The outlook isn’t very optimistic either. While the consensus view shared by Tesla shows that the company might return to growth in 2026, which, though, is likely to be anemic (6.7%), Deepwater Asset Management’s Gene Munster predicts a big miss. In his 2026 predictions, the fund manager said he expects 2026 sales to be flat to up 5% as opposed to Wall Street’s consensus forecast for 16% delivery growth.If the auto business continues to be weak, one of the worst hit could be Musk himself. His $1 trillion pay package, which the Delaware Supreme Court recently cleared, is predicated on the company’s market cap hitting $8.5 trillion, while also meeting the following operational performance:-achieving up to $400 billion in earnings before interest, taxes, depreciation and amortization (EBITDA)-delivering 20 million cars cumulatively-selling 1 million robots-selling 10 million FSD subscriptions- operating 1 million robotaxis<h2 class="st-heading-2">Non-Autos To Drive Investment Case?</h2>Munster, though downbeat on the core auto business, says his investment case doesn’t change, and it is still predicated on full self-driving software, robotaxis, and Optimusm humanoid robots. He also opined that robotaxis without a safety driver will likely get regulatory clearance by the end of the year.&nbsp;Morgan Stanley’s Andrew Percoco, who downgraded Tesla to ‘Equal-Weight’ from ‘Overweight’ earlier this month, sees a challenging catalyst path over the next 12 months, presenting downside risk to consensus estimates. At the same time, the analyst believes the positive catalysts for its non-auto business are already reflected in the stock price. Emphasizing the importance of the auto business, the analyst said:<blockquote>“While it is well understood that Tesla is more than an auto manufacturer, we believe it will be increasingly challenging to support meaningful upside to Tesla shares barring an improvement, or at least stabilization, within its auto business, which is a key source of funding for its non-auto businesses.”</blockquote>Tesla bull Daniel Ives, however, sees 2026 as a “monster year” for Tesla as the autonomous and robotics chapter begins.&nbsp;<blockquote>“We expect in early 2026 an easing of the federal framework for autonomous vehicles, with more power going to the federal regulators, with states having less authority on the autonomous rules framework likely under an Executive Order.”</blockquote>The analyst expects Tesla to reach a $2 trillion market capitalization by 2026, with a bull-case scenario pointing to as much as $3 trillion by year-end.<h2 class="st-heading-2">What Retail Traders &amp; Analysts Feel About TSLA</h2>Retail sentiment toward the Tesla stock was ‘bearish’ as of early Tuesday, tempering from the bullish mood seen three months ago, when it began gathering some momentum.<figure class="image"><img style="aspect-ratio:720/443;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_30_at_5_24_45_AM_png_773bc87677.webp" alt="Screenshot 2025-12-30 at 5.24.45 AM.png" width="720" height="443"></figure>&nbsp;According to Koyfin, the average analyst price target for Tesla’s stock is $399.15, implying more than 13% downside from current levels. Of the 46 analysts covering the stock, 19 have buy-equivalent ratings, 16 remain on the sidelines and a sizeable number of 10 analysts rate it as a ‘Sell.’For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/applovin-monster-rally-has-investors-hooked-now-comes-the-hard-part/cL74qIBREU2">AppLovin’s Monster Rally Has Investors Hooked — Now Comes The Hard Part</a>

 A Tesla's humanoid robot Optimus displayed in a Tesla store in Shanghai, China on December 8, 2025. 

Tesla’s Core EV Business Is Feeling The Heat — What Its Automotive Segment Really Delivered In 2025

Tesla’s stock strength is decoupling from auto fundamentals, with the outperformance now hinging on robotaxis and AI optimism despite a maturing, slowing EV business.

<ul class="summary-bullets"><li>Tesla’s roots in California, from Fremont manufacturing to headquarters, contrast with its current tensions amid Musk’s changed political ideology.</li><li>Wall Street analysts remain skeptical despite investors reposing faith in the stock.&nbsp;</li><li>The stock is on track to scale a fresh record in Wednesday’s session, possibly challenging the $500 psychological resistance.</li></ul>Tesla faces yet another headwind in California, a state that was once its home before Texas, but investors aren’t losing sleep. The EV company’s&nbsp;<a href="https://stocktwits.com/symbol/TSLA">stock</a> appears on track to extend its record run, having risen modestly in Wednesday's premarket trading.The Blue state&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.dmv.ca.gov/portal/news-and-media/news-releases/dmv-finds-tesla-violated-california-state-law/">dropped</a> a bombshell on Tuesday. In a 2023 complaint filed by the California Department of Motor Vehicles (DMV), alleging false advertisements with respect to “autopilot” and “full self-driving (FSD) capability, the administrative law judge has found that the company’s use of these terms to describe its vehicles’ Advanced Driving Assistance Features (ADAS) is misleading and violates state law. Tesla now has 60 days to either appeal the decision or come into compliance, or face a 30-day suspension of its dealer license, implying it can’t sell its EVs in California for that period.Responding through its North America X handle, Tesla said:<blockquote>“This was a “consumer protection” order about the use of the term “Autopilot” in a case where not one single customer came forward to say there’s a problem.”</blockquote>The company also said sales in California will continue uninterrupted.<h2 class="st-heading-2">Driverless Drive Reignites Tesla Rally</h2>Tesla's California headwind concerns a technology core to its robotaxi ambitions that has fueled the stock’s record run in recent sessions. Earlier this week, a video shared on the X platform, owned by Musk, showed a Model Y driving around the streets of Austin with no driver or passengers, creating a flutter on social media.&nbsp;The stock jumped 3.6% to close at $475.31 on Monday and added 3.07% on Tuesday to hit a new peak of $489.88.<img src="https://news.stocktwits-cdn.com/Tesla_1_year_stock_trajectory_png_7db265f260.webp" alt="Tesla 1-year stock trajectory.png">Source: Koyfin<h2 class="st-heading-2">Tesla’s Complicated Relationship With California</h2>Tesla and Musk, in particular, have had a&nbsp;chequered history in California. The company’s first EV manufacturing plant was established in Fremont, California, which it acquired from the GM/Toyota joint venture named “New United Motor Manufacturing” in 2010. This plant served as a manufacturing hub that produced the Model S, 3, X, and Y vehicles. The state also served as the company’s headquarters before it relocated to Austin, Texas, in 2021.&nbsp; Even after the move, Tesla established its engineering headquarters in Palo Alto, a tech hub, in early 2023.Tesla’s early days in California proved to be a strategic decision to capitalize on the state’s massive auto market. According to separate forecasts from the S&amp;P Global and the California New Car Dealers Association, new vehicle sales in California (based on registrations) are expected to be 1.79 million units in 2025, accounting for roughly 11% of the estimated total vehicle sales of 16.15 million units in the U.S.The incentive to focus on California was also due to the stricter zero-emission norms in place in the state, which envisaged a ban on new gas cars by 2035. Since then, they have been relaxed. In June, President Donald Trump signed a joint resolution to cancel the state’s EV mandate and similar norms adopted by 17 other states.But Musk’s bonhomie with California suffered a setback as the state became less business-friendly with its relatively high taxation, stringent regulations, and high housing costs. According to Intuit, California has the highest income tax rate among the states, at 13.3%, followed by Hawaii and New York. The state's corporate income tax rate of 8.84% is among the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://stripe.com/resources/more/which-states-have-low-corporate-tax-rates">highest</a> in the country.<img src="https://news.stocktwits-cdn.com/top_marginal_state_individual_income_tax_rates_as_of_january_1_2025_png_dc0065fae4.webp" alt="top-marginal-state-individual-income-tax-rates-as-of-january-1-2025-.png">Source: Tax FoundationCalifornia is the most regulated state with 420,434 regulatory restrictions in 2023, according to a report released by the Mercatus Center of George Mason University in Aug. 2024.<img src="https://news.stocktwits-cdn.com/Screenshot_2025_12_17_at_4_10_25_AM_png_464b6c3eda.webp" alt="Screenshot 2025-12-17 at 4.10.25 AM.png">&nbsp;Source: Mercatus CenterMusk has had his run-ins with the state. When the COVID-19 pandemic struck, a year after the company launched its hugely successful Model Y vehicle, the state was among those that had imposed the most stringent restrictions. Tesla was asked to halt production at its Fremont facility in March 2020. Even as Alameda County, where the factory is located, continued stricter restrictions through May, Musk defied the orders and reopened the factory, and also filed a lawsuit against the county. Although the issue was resolved later, it served as a significant motivation for Musk to look elsewhere.&nbsp;The billionaire's relationship with the state’s Democratic Governor, Gavin Newsom, also soured as he shifted his political allegiance to the Republican Party. Coming down hard on the governor and the state, Musk said in a X post last year:<blockquote>“The only thing stopping the California government and overbearing regulatory agencies from being even worse is that people and companies can move out of state.”</blockquote>The state machinery also turned&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.politico.com/news/2024/10/10/california-reject-musk-spacex-00183371">hostile</a> toward Musk and his business ventures, including limiting SpaceX’s rocket launches from Vandenberg Air Force Base in Santa Barbara County.<h2 class="st-heading-2">How Many EVs Does Tesla Sell in California?</h2>Tesla registrations in the state have declined year over year (YoY) for eight straight quarters. Citing data from Experian and the CNCDA, Tesla registrations totaled 52,114 in the third quarter of 2025, a 9.6% YoY drop. The 52,114 number made up 10.5% of the company’s total EV sales in the U.S. in Q3.The sales were down for seven straight quarters, ahead of the Q3 drop. The only consolation is the sequential increase and a more modest YoY decline.<img src="https://news.stocktwits-cdn.com/Screenshot_2025_12_17_at_4_47_53_AM_png_8860440f1e.webp" alt="Screenshot 2025-12-17 at 4.47.53 AM.png">Source: CNCDA via Reuters<h2 class="st-heading-2">What Retail Feels About Tesla Stock</h2>Sentiment toward Tesla among Stocktwits users has improved to ‘extremely bullish’ as of early Wednesday,&nbsp;even as the stock trades near all-time highs, despite shaky fundamentals. Tesla is the most-watched stock on the platform,&nbsp;with over a million followers.<img src="https://news.stocktwits-cdn.com/Screenshot_2025_12_17_at_4_58_03_AM_png_4ce3ef44c8.webp" alt="Screenshot 2025-12-17 at 4.58.03 AM.png">&nbsp;The sell side is divided on the stock. According to Koyfin, 19 of the 46 analysts covering the stock are bullish, 17 remain on the sidelines, and 10 are bearish. The average analyst price target suggests roughly 20% downside from current levels.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/core-weave-s-post-ipo-surge-fades-ai-fears-leave-stock-in-tight-spot/cLeO7aPREpF">CoreWeave’s Post-IPO Surge Fades: Investors’ AI Fears Leave Stock In A Tight Spot</a>

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

Tesla’s War With California Is Getting Ugly — Yet Investors Can’t Quit The Robotaxi Story

Tesla’s long-simmering tensions with California have flared again after state regulators ruled its Autopilot and Full Self-Driving marketing misleading, threatening sales restrictions.

<ul class="summary-bullets"><li>Deliveries remain below the level needed to revive revenue, and margins have slid from nearly 17% to under 5%.</li><li>Even longtime bulls are cautious as Tesla trades at 220× forward earnings and well above long-range EBITDA estimates.</li><li>Investor hopes now rest on robotaxi progress, but retail sentiment is muted and engagement remains low. &nbsp;</li></ul>Tesla entered the year with all the makings of a blockbuster comeback. After Donald Trump's election win in 2024, investors were convinced the EV giant would ride a wave of political tailwinds — helped, in no small part, by the extraordinary support CEO Elon Musk had thrown behind the Republican ticket. But things did not go as smoothly as expected.Musk spent an estimated $288 million to help elect Trump and other GOP candidates, according to a Washington Post analysis, making him the largest individual donor of the entire 2024 cycle. Confidence in Tesla soared.But that optimism evaporated almost as quickly as it formed. Soon after the election, Musk was pulled into the new Department of Government Efficiency (DOGE), a high-profile initiative aimed at slashing federal waste. For Tesla shareholders, the optics were alarming: Musk was spending long stretches in Washington rather than at the company's Austin headquarters, all while his increasingly contentious political commentary — including vocal support for far-right European parties — began weighing heavily on Tesla's global brand.Sales slid. Boycotts intensified. Protesters even torched vehicles. The stock followed suit, crashing from its all-time intraday high of $488.54 on Dec. 17 — in the euphoria immediately following Trump's victory — to $214.25 by April 7.Rattled by the reaction, Musk abruptly exited DOGE to refocus on Tesla, briefly calming markets. But stability didn't last. The White House's sweeping "One Big Beautiful" tax and spending bill delivered a decisive blow, effectively ending the Biden-era EV credits of up to $7,500 and piling on fresh pressure from Trump's aggressive tariff blitz. Musk blasted the bill, prompting a very public and very bitter feud with Trump — a development that only deepened investor anxiety.Still, Musk found a way to reignite optimism among his fanbase. He doubled down on Full Self-Driving upgrades, new Optimus demonstrations, and steady progress on Robotaxis, pushing a narrative that Tesla's next era — powered by autonomy, AI, and humanoid robots — would unlock massive long-term value.He also secured a historic trillion-dollar pay package, contingent on extremely ambitious milestones. The approval gave investors one critical reassurance: Musk, after months of distraction, would now be more committed to Tesla's future than ever before.<h2 class="st-heading-2">It’s Been A Bad 2025 For TSLA</h2>Even so, the stock spent the year whipsawing violently — deep in the red for months, clawing its way back into positive territory, and still on track for its weakest annual performance since 2022, when shares collapsed 65% as inflation-induced economic uncertainty tipped the market into bear territory.<a href="https://stocktwits.com/symbol/TSLA">&nbsp;Tesla’s stock</a> is up merely 12.7% this year, underperforming the<a href="https://stocktwits.com/symbol/SPY">&nbsp;SPDR S&amp;P 500 ETF (SPY)</a>, which is up 17% year-to-date (YTD),&nbsp;and the worst performer among the “Magnificent Seven” list.<img src="https://news.stocktwits-cdn.com/Tesla_revenue_png_fe5b098f33.webp" alt="Tesla revenue.png">Source: Koyfin<h2 class="st-heading-2">Why Did Tesla Stutter In 2025?</h2>Tesla’s revenue, which received a big boost in 2021 following the Model Y launch, began to slow down subsequently. Annual revenue nearly flatlined at around $97K in 2023 and 2024, and the trailing 12-month revenue for 2025 shows a 2.1% year-over-year decline.<img src="https://news.stocktwits-cdn.com/Tesla_Revenue_Since_2019_png_a45160ff13.webp" alt="Tesla_Revenue_Since_2019.png">Source: Fiscal.aiThe revenue stagnation is a function of slack delivery numbers. Deliveries for the nine months this year totaled 1.22 million. The magic number for Tesla to resume YoY revenue growth is 568,917. It should be noted that the company has not yet&nbsp;exceeded 500,000 in&nbsp;quarterly deliveries.<img src="https://news.stocktwits-cdn.com/Tesla_Annual_Deliveries_jpg_599aa3a14c.webp" alt="Tesla_Annual_Deliveries.jpg">Source: Fiscal.aiAutomotive regulatory credits, which the government awards to companies for producing zero emissions and can be sold to other automakers seeking to comply with the norms, boost the company’s revenue and profits. These regulatory credits carry a 100% margin because there is no cost.&nbsp;&nbsp;<img src="https://news.stocktwits-cdn.com/Teslas_Green_Credits_Revenue_Is_Grinding_To_A_Halt_jpg_013e1f6ef2.webp" alt="Teslas_Green_Credits_Revenue_Is_Grinding_To_A_Halt.jpg">Source: Fiscal.aiAfter peaking at 16.8%, Tesla’s operating margin has gone downhill. Over the trailing 12 months, the metric has dipped to sub-5%.&nbsp;<img src="https://news.stocktwits-cdn.com/Tesla_Operating_Margin_png_f6812f519b.webp" alt="Tesla_Operating_Margin.png">Source: Fiscal.aiNotwithstanding the fundamental setbacks, Tesla stock is trading at a pricey forward price-earnings (P/E) multiple of 220.<img src="https://news.stocktwits-cdn.com/Tesla_Forward_PE_Multiple_png_acb28382c6.webp" alt="Tesla_Forward_PE_Multiple.png">Source: Fiscal.ai<h2 class="st-heading-2">What Wall Street Feels&nbsp;</h2>Tesla has polarized Wall Street analysts, though some longtime bulls have now become cautious. In a note released Sunday, Morgan Stanley analyst Andrew Percoco downgraded Tesla stock to ‘Equal Weight’ from ‘Overweight’ but upped the price target to $425 from $410, The Fly reported. Percoco concedes that Tesla would become a market leader across autonomous mobility, renewable energy, and robotics, but he is uncomfortable with the valuation.Morgan Stanley now awaits a better entry point, given that the stock is trading at 30-times estimated 2030 EBITDA and there is potential downside to consensus estimates in the near term. The firm’s 2026 volume forecast for Tesla is now 13% below consensus, reflecting its more cautious outlook on the EV industry.The research firm also believes Tesla's "non-auto catalyst path" is already priced into the shares.According to the Future Funds’ Gary Black, the major catalyst for the stock now is the removal of safety monitors in all Robotaxis, which would signal an imminent scale-up. He noted that Musk has hinted that this could be accomplished in Austin by year-end.&nbsp;Of the 47 analysts covering the stock, 20 have ‘Buy’ or ‘Strong Buy’ ratings and 10 analysts have either ‘Sell’ or ‘Strong Sell’ ratings, while 17 remain on the sidelines, according to Koyfin. The average price target ($392.93) suggests roughly 14% downside from current levels.On Stocktwits, retail sentiment toward the stock was ‘neutral’ as of early Monday, and the message volume on the stream was ‘extremely low.’ In premarket trading, the stock traded down by more than 1%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-ibm-may-want-confluent-3-charts-reveal-ai-play-s-promise/cLIYjkHREll">Why IBM May Want Confluent So Badly: 3 Charts Reveal AI Play's Promise</a>

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

Tesla Was Supposed To Have A Terrific 2025 — Instead, It's Headed For Its Most Forgettable Run In Years: 5 Charts Explain Why

Revenue has slowed, and investors and analysts now question whether new catalysts, such as robotaxis, can offset operational strain.

IEA Predicts 20M Electric Car Sales in 2025: ETFs Poised to Gain

DRIV and KARS stand out as EV-focused ETFs are poised to benefit from the IEA's forecast of more than 20M electric car sales in 2025.  

Tesla's Shares Tumble: A Tactical Entry Point for ETF Investors?

TSLA's sharp drop puts ETFs like XLY and DRIV in focus as investors weigh risks, valuation pressure and long-term innovation bets.


<ul class="summary-bullets"><li>Tenev confirmed that the 2% cash bonus for Tesla shares shifting to Robinhood’s account will begin to be distributed.</li><li>Robinhood’s Q3 results showed that equity trading accounted for only a fraction of its total revenue.</li><li>The development follows criticism from prominent Tesla investors who accused Charles Schwab of voting its ETFs against Musk’s pay package — an allegation the brokerage has denied.</li></ul>Fresh off&nbsp;a quarterly&nbsp;earnings call, Robinhood CEO Vlad Tenev made good on his promise of paying a 2% cash reward to move Tesla, Inc. (TSLA) shares from an outside brokerage or institution into a user’s self-directed Robinhood account or a Robinhood IRA.The retail trading platform reported&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/robinhood-delivers-pretty-solid-q3-but-stock-falls-after-hours/cL2t9TRREb9">third-quarter results,</a> beating forecasts, after the close on Wednesday, buoyed by substantial transaction-based and net interest revenues. Specifically, equity trading revenue increased 132% year over year to $86 million, though it accounted for only a fraction of total revenue.While&nbsp;<a href="https://stocktwits.com/symbol/HOOD">Robinhood stock</a> has soared over 280% year-to-date,&nbsp;<a href="https://stocktwits.com/symbol/TSLA">Tesla stock</a> is up a more modest 14.4%.<h3 class="st-heading-3">Robinhood’s Tesla Offer</h3>On Tuesday, Tenev ran a poll on the X platform to&nbsp;gauge public opinion on whether Robinhood should “do a match for people moving their $TSLA shares over.”&nbsp; The results of the poll, which has since concluded, showed that an overwhelming 83% asked for a 2% incentive to move over, 6% stated that merely 1% would be enough for them, and 11% expressed willingness to push their Tesla shares into a Robinhood account for free. The poll received responses from nearly 19,000 X users.&nbsp;<img src="https://news.stocktwits-cdn.com/Screenshot_2025_11_05_at_11_35_13_PM_png_3145106ba4.webp" alt="Screenshot 2025-11-05 at 11.35.13 PM.png">Quoting the poll results, Tenev said, “You voted. We’re shipping. Get an uncapped 2% bonus on taxable and retirement transfers into Robinhood for portfolios with at least 1 TSLA whole share.” He also noted that the offer ends on Nov. 19 and is contingent on “terms and limitations.”Terms and conditions, as outlined in Robinhood’s Help Center, state that transfers to managed accounts are ineligible. The customer should have owned the shares intended to be transferred on or before November 3, the day preceding Robinhood’s announcement. The 2% bonus is calculated on the net transferred asset value of each Tesla-inclusive transfer that settles in the applicable account. The bonus will be credited two weeks after the settlement.Clarifying further, Tenev stated that the move was not a “recommendation of any investment or strategy” or a suggestion to transfer assets to the platform. “By participating, the customer represents and warrants that they beneficially held TSLA on or before Nov. 3, 2025, and the transfer should reflect the prior holding.” Rollovers are not eligible, he added.&nbsp;Tesla CEO Elon Musk commented on Tenev’s post with a “fire” emoji.<h2 class="st-heading-2">Why It’s Important</h2>Tenev’s move comes at a time when Tesla backers&nbsp;have pushed back against Charles Schwab (SCHW),&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-retail-investors-threaten-charles-schwab-exodus-over-votes-against-elon-musk-s-1-trillion-pay-plan/cL2FHDVR3C3">claiming</a> several of its brokerage ETFs voted against Tesla management’s proposals&nbsp;for Musk’s record pay package. Charles Schwab, however, clarified that it will <a href="https://stocktwits.com/news-articles/markets/equity/schwab-s-pro-musk-vote-fails-to-calm-tesla-retail-jitters-traders/cL2qTd3R36U">vote in favor of Musk’s 2025 CEO performance award.</a> The electric-vehicle (EV) maker’s shareholders will vote on the proposals at an annual meeting at 4 p.m. ET on Thursday.&nbsp;According to TipRanks, public companies and individual investors own about 45% of Tesla’s total outstanding shares. The next significant chunk of ownership is held by ETFs (approximately 25.6%), followed by insiders (15.5%) and mutual funds (14%).For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/figma-stock-jumps-about-4-in-after-hours-session-here-s-why/cL2tXspREbW">Figma Stock Jumps About 4% In After-Hours Session — Here’s Why</a>

Robinhood logo displayed on a phone screen is seen in this illustration photo taken in Krakow, Poland on June 29, 2021 

Move Your Tesla Shares To Robinhood, Get Paid: CEO Vlad Tenev Confirms 2% Cash Reward After Delightful Q3 

Tenev’s poll found that an overwhelming 83% of respondents asked for a 2% incentive for transferring their Tesla holdings to their Robinhood account.

<ul class="summary-bullets"><li>Nio's Onvo L90 topped 10,000-unit sales for the third consecutive month.</li><li>The company said its L90 is well-positioned to accelerate the transition of large three-row SUVs toward full electrification.</li><li>Nio stock trades shy of its 52-week high of $8.02 reached in early October.</li></ul>Nio, Inc. (NIO) shares are on retail traders' radar after the Chinese electric-vehicle (EV) maker reported that its October deliveries nearly doubled from a year ago, driven by strong demand for its Onvo L90 EV.In overnight trading,<a href="https://stocktwits.com/symbol/NIO">&nbsp;Nio's U.S.-listed stock</a> was last seen up 0.28%, according to Yahoo Finance, after it ended Friday's session up 3.42% at $7.25.<h2 class="st-heading-2">Nio's October Deliveries</h2>Shanghai, China-based Nio said it sold 40,397 EVs in October, setting a new monthly record&nbsp;and posting a 93% year-over-year (YoY) increase and a 16% sequential gain. Nio-branded vehicle sales accounted for roughly 40% of total sales, while family-oriented Onvo and high-end car brand Firefly contributed 44% and 16%, respectively.The company also noted that its Onvo L90, a large-space flagship SUV&nbsp;launched in July, achieved record sales, with monthly deliveries exceeding 10,000 units for a third consecutive month.&nbsp; "With its industry-leading position in the large SUVs segment and extraordinary product competitiveness, the L90 is well-positioned to accelerate the transition of large three-row SUVs toward full electrification," the company said.Among Chinese peers, XPeng also reported record monthly deliveries (42,013) for October, with the number marking a 76% YoY climb and a 1% monthly increase. Li Auto's (LI) monthly deliveries (31,767) slipped over 38% YoY and 6.4% sequentially.&nbsp;BYD reported battery EV deliveries of 222,559 units, up 17% YoY and 8.5% from&nbsp;the prior quarter. Its overall EV sales, including plug-in hybrid sales, fell 12.7% to 436,856 units.<h2 class="st-heading-2">What Retail Feels About Nio's Sales</h2><a href="https://stocktwits.com/symbol/NIO">Nio stock</a> was among the top 15 trending equity tickers on Stocktwits by late Sunday. Retail sentiment toward the stock remained 'neutral' among retail users on the platform. The message volume on the stream dipped to 'low' levels.A bullish user expected the stock to take off and warned that "shorts be ready." According to Koyfin data, short interest in the stock is 6.60%, although down from over 10% in late April.<stembedurl>https://stocktwits.com/benito1904/message/634643039</stembedurl>Another user shared a daily chart and said Nio has a "lovely setup," adding that the moving average convergence and divergence (MACD) indicator is about to start tweaking.<stembedurl>https://stocktwits.com/Delaflower/message/634642608</stembedurl>Nio's Hong Kong-listed shares traded up 2.66%. Its U.S.-listed ADRs have gained over 66% this year, thanks to improving sales trends. The stock has traded within a 52-week range of $3.02 to $8.02, with the upper bound reached on October 2.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:<a href="https://stocktwits.com/news-articles/markets/equity/fda-turmoil-spills-over-to-aurinia-pharma-as-lawsuit-targets-ex-drug-review-chief/cL2ZqbLR3y8">&nbsp;FDA Turmoil Spills Over To Aurinia Pharma As Lawsuit Targets Ex-Drug Review Chief — Retail Traders Cry' Stock Manipulation'</a>

Customers learn about the ONVO L90 electric vehicle at a shopping mall in Qingdao, Shandong, China on October 15, 2025. 

Nio Smashes Delivery Record As Onvo L90 Demand Soars — Retail Hopes For Fresh Breakout

Nio posted a strong monthly sales performance in October, outpacing its major domestic peers. 

Stellantis NV (STLA) stock edged higher in Friday's early premarket session, defying signals pointing to a broader market sell-off, after the automaker struck a joint venture (JV) partnership with U.S.-listed Chinese robotaxi company Pony AI (PONY) to develop Level 4 autonomous vehicles for the European market.In a press statement, the companies said the collaboration, through Pony.ai's European division headquartered in Luxembourg, will integrate Pony.ai's autonomous driving technology with Stellantis' autonomous driving-ready platform. Through these partnerships, the companies plan to focus on light-commercial vehicles (LCVs) initially. Stellantis holds a prominent position in this segment in Europe through its Stellantis Pro One business unit.The companies said they plan to deploy test vehicles based on the Peugeot e-Traveller model in Luxembourg in the coming months, with a broader rollout across European cities starting in 2026. They also suggested that the collaboration will likely extend beyond LCVs, potentially leading to the expansion of autonomous mobility services for both goods and passengers.<figure class="image"><img style="aspect-ratio:623/54;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_17_at_5_14_40_AM_png_39767ded7d.webp" alt="Screenshot 2025-10-17 at 5.14.40 AM.png" width="623" height="54"><figcaption>STLA sentiment and message volume as of 5:15 a.m. ET, Oct. 17 | source: Stocktwits</figcaption></figure>On Stocktwits, retail sentiment toward<a href="https://stocktwits.com/symbol/STLA">&nbsp;Stellantis stock</a> remained 'extremely bullish' as of early Friday, and the message volume on the stream was at 'high' levels.On the other hand,<a href="https://stocktwits.com/symbol/PONY">&nbsp;Pony AI stock</a> elicited 'bearish' sentiment from among retailers on the platform, with the message volume at 'extremely low' levels.For the year-to-date period, Stellantis stock has lost over 16%, while Pony AI has gained over 42% during the same time period.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/netflix-retail-traders-largely-expect-q3-earnings-beat-next-week/ch6sdIpR3Fw">Netflix Stock Dips Premarket: Most Retail Traders Expect Q3 Earnings Beat Next Week</a>

General view of Stellantis logo on the new Hybrid and PHEV Vehicles Stellantis Group eDCT Assembly Plant on April 10, 2024, in Turin, Italy. 

Stellantis Stock Edges Up Premarket: Legacy Auto Giant Joins Hands With China's Pony AI To Power Self-Driving Vans In Europe

The companies said they plan to deploy test vehicles based on the Peugeot e-Traveller model in Luxembourg in the coming months.

Tesla, Inc. (TSLA) stock fell about 0.20% in Tuesday’s early premarket session after climbing 5.5% to $453.25 in the previous session,&nbsp;amid signals that the broader market may pull back from its record high.Monday’s rally was sparked by a few teasers released by the company over the past few days, with the market speculating that the company would launch a low-end Model Y variant or the new Roadster on Tuesday. Fund manager Gary Black is bracing for an affordable Model Y, reasoning that Tesla could be looking to leverage the brand’s appeal.A separate teaser on Tesla’s official X handle showed a close-up video of what is widely believed to be an aerowheel.&nbsp;Shares of airtaxi maker Archer Aviation and e-VTOL company Joby Aviation have already seen&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/archer-aviation-stock-fuels-retail-trader-frenzy-on-tesla-tie-up-speculation/ch6bYeoR3Xc">a bump</a> based on speculation of a potential partnership with Tesla.&nbsp;Some&nbsp;social media users speculated that a graphics card from the Tesla stable could be in the cards. The user also said the stock would soar if their guess proved correct, and hit $1,000 by the year-end.<figure class="image"><img style="aspect-ratio:615/57;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_07_at_5_27_01_AM_png_37d9a686d1.webp" alt="Screenshot 2025-10-07 at 5.27.01 AM.png" width="615" height="57"><figcaption>TSLA sentiment and message volume as of 5:20 a.m. ET, Oct. 7 | source: Stocktwits</figcaption></figure>On Stocktwits, retail sentiment toward&nbsp;<a href="https://stocktwits.com/symbol/TSLA">Tesla stock</a> stayed ‘bullish’ by early Tuesday, and the message volume on the stream remained ‘high.’ A bullish watcher said the stock would “explode” at the reveal.<stembedurl>https://stocktwits.com/Dahod/message/631269032</stembedurl>Tesla’s stock has gained over 12% year-to-date, after trading in the red for much of the year. After a period of consolidation between mid-May and early September, the stock began to take off, riding on the hopes of a strong third-quarter deliveries report and optimism over CEO Elon Musk shifting his focus back to his electric vehicle (EV) venture.After the company reported record deliveries for the quarter, the stock pulled back over a couple of sessions, likely due to a “sell-the-news” move following the report, but rebounded strongly on Monday.Notwithstanding the recent momentum, the stock is trading&nbsp;below its all-time high of $465.33, reached on Dec. 26, 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-app-lovin-stock-is-falling-over-2-premarket-today/ch6P3GVR3WK">Why AppLovin Stock Is Falling Over 2% Premarket Today</a>

The audience visits the Tesla booth at the 2025 Nanjing International Auto Show in Nanjing, Jiangsu Province, China, on October 6, 2025.

Tesla Stock Edges Lower Premarket: Retail Traders Feel Bullish As Speculation Swirls About New Reveal

Monday’s rally was sparked by a few teasers released by the company over the past few days.

Global X Funds - Global X Autonomous & Electric Vehicles ETF

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