SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

"What's Updog?" is a Community Led token.

UpDog

UpDog is trending as the community leans heavily into the 'UpDog' dad joke meme, promoting organic growth and sustained project momentum on Solana. The discussion is dominated by humorous community engagement, persistent branding efforts, and active outreach to other crypto communities to drive visibility for the token.

TRUMP is a politics-themed digital coin built on the Solana blockchain that uses the brand of Donald Trump to foster a community-driven ecosystem. As a community-focused asset, it is designed to bridge political support with web ownership, operating within the PolitiFi sector to blend political movements with decentralized finance tools. The project's main value proposition lies in its official ties to Donald Trump’s media and business brands, which allows it to provide unique physical utility such as invitations to gala dinners and meetings at Mar-a-Lago.  The token serves as the primary currency for the officially licensed Trump Billionaires Club mobile and web game, where it is used for in-game purchases and unlocking features. By leveraging the Solana blockchain, the project ensures that these in-game actions and token transfers remain fast and cost-effective. The ecosystem remains stable through a programmatic release schedule that introduces new tokens slowly to prevent supply shocks, alongside the use of specialized market makers to maintain consistent liquidity for traders.  Holders can also participate in liquidity sharing by providing their tokens to automated systems to facilitate trading for others, often earning rewards or prizes in return. Beyond digital utility, holding a specific amount of the token is a requirement for attending exclusive real-world events, including VIP parties at Mar-a-Lago. The project is managed by the Trump Meme Team and is linked with Trump Media, with an investor base that includes a wide range of retail buyers and large holders who utilize secure custody services for their assets.

Trump For President

The TRUMP crypto token is facing significant volatility as investors debate the legitimacy of the project amid broader market concerns and aggressive community criticism. Sentiment remains deeply polarized, with active discussions focusing on the coin's sharp valuation decline, its association with Trump-branded ventures, and skepticism regarding its long-term viability.

Orca is the most user-friendly DEX on Solana.  Orca is one of the first general-purpose AMMs launched on Solana. Users can swap assets, provide liquidity, and earn yield through an easy-to-use interface. Projects can use Orca as a money-lego to easily integrate swapping, farming, or on-chain data into their dApp.  Orca strives to provide easy and effective financial tools for everyone, bringing DeFi to the masses.

Orca

Orca is experiencing a massive short squeeze and explosive price volatility following a security event involving Solana assets, which has triggered aggressive trading volume and speculation. The community is heavily focused on the coin's potential as a high-beta play, with active debate regarding its low circulating supply versus potential manipulation and the impact of upcoming governance buybacks.

Aerodrome Finance is a next-generation AMM designed to serve as Base's central liquidity hub, combining a powerful liquidity incentive engine, vote-lock governance model, and friendly user experience. Aerodrome inherits the latest features from Velodrome V2.

Aerodrome Finance

Aerodrome Finance is gaining significant community attention as investors highlight its role as a central liquidity hub within the Base ecosystem and note recent institutional interest, including active on-chain accumulation. Talk is currently centered on its fundamental strength and growth potential, with many discussing long-term holding strategies despite broader market volatility.

Atlassian Corp. is a holding company, which engages in providing team collaboration and productivity software. Its products include Jira Software, Confluence, Jira Service Management, and Loom. The company was founded by Michael Cannon-Brookes and Scott Farquhar in October 2002 and is headquartered in San Francisco, CA.

Atlassian Corporation - Ordinary Shares - Class A

Atlassian Corporation Plc

Atlassian is experiencing intense selling pressure as the software sector faces a broad revaluation driven by fears that AI-native tools may erode the market share and margins of legacy SaaS platforms. While the community remains divided, with some investors aggressively shorting the stock amidst the downward momentum and index removal concerns, others view current valuation levels as a potential contrarian buying opportunity, pointing to deep integration in enterprise workflows and potential long-term AI synergy as pillars for a recovery.

Constellation Energy Corp. engages in the generation, supply, and marketing of clean electricity, and renewable energy products and solutions. The firm also offers wholesale energy, retail products and services. It operates under the following geographical segments: Mid-Atlantic, Midwest, New York, Electric Reliability Council of Texas (ERCOT), and Other Power Regions Segment. The company was founded in 1960 and is headquartered in Baltimore, MD.

Constellation Energy Corporation

Constellation Energy Corp

Constellation Energy is trending due to the Trump administration's approval of a $1 billion federal loan to help restart the Three Mile Island nuclear facility, a key move to supply reliable power for Microsoft's expanding AI data centers. Community discussion is focused on the stock's role as a critical infrastructure leader in the AI-driven energy bottleneck, with investors weighing the long-term potential of the nuclear renaissance against recent volatility and sector-wide capacity concerns.

Ethereum Classic

Ethereum Classic is trending as investors debate whether recent price action signifies a long-awaited breakout or a repetitive 'fake-out' within a stagnant multi-year bear cycle. Community discussion is sharply divided between patient long-term holders citing its PoW utility and disillusioned participants frustrated by its persistent underperformance relative to other major cryptocurrencies.

e.l.f. Beauty, Inc. is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, naturium, well people, and keys soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.

e.l.f. Beauty Inc

e.l.f. Beauty is experiencing significant volatility as investors weigh strong earnings and sales growth against negative market sentiment surrounding a controversial Super Bowl advertisement. While some community members view the sharp price decline as an irrational reaction that creates a buying opportunity, others are debating whether the dip reflects broader concerns over valuation and consumer spending trends.

The Aircoin memecoin was born from a viral Twitter post from March, 2014 which proclaimed the following:   Evolution: 1. Aircoin 2. Fartcoin 3. Artcoin  Aircoin was launched in August, 2025 and CTO'd twice, with the second CTO team bringing vast experience and expertise to the project. The team includes industry veterans and visual arts professionals.  Aircoin is destined for greatness as a premier memecoin on the BONK.fun platform.

aircoin

AIRCOIN is trending due to strong community-driven conviction, highlighted by significant on-chain token locking and long-term holder retention metrics. The project is positioning itself as a sustainable alternative in the Solana memecoin space by focusing on transparent treasury management and organic ecosystem growth rather than short-term hype.

Jupiter is a cryptocurrency exchange platform on the Solana blockchain, offering features such as token swapping, limit orders, dollar-cost averaging, and a bridge for asset transfers to Solana. It provides users with tools to find the best trading prices and includes a beta version for perpetual futures trading. Jupiter finds the best price route for your swap by aggregating all the major liquidity sources on Solana.

Jupiter

Jupiter is capturing significant community attention as users actively swap for $UPDOG, a Solana-based token emphasizing long-term stability and a persistent dad-joke brand identity. The discourse is heavily driven by community efforts to secure positions via the Jupiter Strict List while simultaneously coordinating social media engagement to maintain market visibility.

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Nifty 50

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HDFC Bank Ltd.

ITC Ltd.

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EV ETFs: A Long-Term Winner From Energy Market Turmoil?

Energy market volatility and rising fuel costs may be fast-tracking EV adoption. EV ETFs may be a long-term play worth watching.

<ul class="summary-bullets"><li>Rivian reported 10,365 vehicle deliveries in the first quarter, marking a 19% year-on-year increase.</li><li>Rivian plans to roll out its R2 SUV in Q2 2026, priced around $45,000, lower than the current R1 lineup, which starts near $70,000.&nbsp;</li><li>DA Davidson upgraded RIVN to Neutral from Underperform on Wednesday, citing investor caution over R2 pricing.</li></ul>Rivian Automotive, Inc. (RIVN) reported its first-quarter (Q1) production and delivery figures, showing steady progress at its Illinois manufacturing facility.&nbsp;Rivian reaffirmed the company’s commitment to its 2026 delivery guidance of 62,000 to 67,000 vehicles.&nbsp;<h2 class="st-heading-2">Delivery Insights And R2 Rollout&nbsp;</h2>The electric vehicle maker delivered 10,365 vehicles during the quarter, a 19% year-on-year increase, surpassing estimates ​of 9,678, according to Visible Alpha. However, Q1 production slumped 70% to 10,236 units.Rivian’s R2 SUV is anticipated to represent the bulk of the company’s vehicle output by the end of 2027. The&nbsp;SUV, priced around $45,000, is well below Rivian’s current R1 lineup, priced near $70,000. The R2 roll-out will begin in the second quarter.On the fourth-quarter 2025 earnings call, CFO Claire McDonough noted that R2’s launch will likely weigh on automotive gross margins in Q2 and Q3 2026, despite year-over-year improvement in overall gross profit. She expects the new model to boost results by Q4 as production and deliveries ramp up.<a href="https://stocktwits.com/symbol/RIVN">Rivian stock</a> traded over 1% lower on&nbsp;Thursday morning.&nbsp;On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<h2 class="st-heading-2">DA Davidson Revises Rivian Rating And Highlights Price Concerns</h2>On Wednesday, DA Davidson upgraded Rivian stock to Neutral from Underperform following the recent stock decline. The firm highlighted that investors reacted cautiously to the pricing of the company’s new R2 trims, which in some cases are roughly 55% higher than expected.&nbsp;DA Davidson said this pricing discrepancy poses a tangible risk to Rivian’s goal of delivering 20,000 to 25,000 R2 vehicles in 2026. According to the firm, the stock’s recent pullback reflects a "mixed-at-best investor reaction" to the higher-than-anticipated pricing.RIVN stock has declined by over 24% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/vwav-stock-gains-after-landing-first-revenue-generating-drone-deal-in-latin-america/cZ7xrvdRI87">VWAV Stock Gains After Landing First Revenue-Generating Drone Deal In Latin America</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Rivian logo is on display during the 2025 Los Angeles Auto Show at the Los Angeles Convention Center on November 23, 2025 in Los Angeles, California

Rivian Reports 19% Jump In Q1 Deliveries, Signals Steady Growth 

Rivian Automotive, Inc. (RIVN) reported its first-quarter (Q1) production and delivery figures, showing steady progress at its Illinois manufacturing facility. 

Equity

The electric vehicle maker reaffirmed 2026 delivery guidance of 62,000 to 67,000 vehicles. 


<ul class="summary-bullets"><li>TD Cowen raised its price target on Rivian shares to $20 from $17.</li><li>The firm estimates that annual sales for R2 could eventually range from roughly 212,000 to 335,000 vehicles.</li><li>Rivian plans to price the R2 SUV at roughly $45,000 with roll-out beginning in the second-quarter.&nbsp;</li></ul>Rivian Automotive Inc. (RIVN) received a vote of confidence from TD Cowen, which upgraded the electric vehicle maker’s stock to a ‘Buy’ rating from ‘Hold’ while lifting its price target.&nbsp;TD Cowen raised its price target on Rivian shares to $20 from $17, according to TheFly.&nbsp;<h2 class="st-heading-2">R2 Growth Potential</h2>The revised outlook comes as the firm evaluated potential demand for Rivian’s upcoming R2 vehicle platform, which could significantly expand the company’s market reach.TD Cowen’s analysts estimate that demand for R2 could eventually range from roughly 212,000 to 335,000 vehicles. They noted that this projection may exceed current Wall Street expectations for 2027.&nbsp;Following the upgrade,&nbsp;<a href="https://stocktwits.com/symbol/RIVN">Rivian Automotive stock</a> traded over 4% higher in Tuesday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘neutral’ territory the previous day amid ‘low’ message volume levels.&nbsp;<h2 class="st-heading-2">The Affordable R2 Lineup&nbsp;</h2>The next-generation EVs are expected to target a broader, more affordable segment of the EV market than Rivian’s current R1 lineup. By expanding into a larger customer base, Rivian aims to ramp up production and improve long-term revenue growth.Rivian plans to price the R2 SUV at roughly $45,000, cheaper than the R1 models that start around $70,000. The R2 roll-out will begin in the second-quarter (Q2).&nbsp;In its fourth-quarter (Q4) earnings call, Rivian CFO Claire McDonough noted that the operational complexity tied to the R2 rollout could put pressure on automotive gross profit in Q2 and the third quarter of 2026, even though total gross profit is expected to rise compared with the previous year.RIVN stock has gained over 57% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-ceo-jensen-huang-frames-ai-as-foundational-infrastructure-ahead-of-gtc-event-next-week/cZdotbFRI7J">Nvidia CEO Jensen Huang Frames AI As ‘Foundational Infrastructure’ Ahead Of GTC Event Next Week</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

RIVN Stock Gains 4% Pre-Market After TD Cowen Upgrade: Analyst Sees Strong Demand For Upcoming R2 Models

Rivian Automotive Inc. (RIVN) received a vote of confidence from TD Cowen, which upgraded the electric vehicle maker’s stock to a ‘Buy’ rating from ‘Hold’ while lifting its price target. 

The firm believes the new lineup could significantly expand Rivian's addressable EV market.

<ul class="summary-bullets"><li>The vehicle maker expects first-quarter total revenue in the range of $3.50 billion and $3.60 billion.</li><li>Nio also expects a 90% to 97% increase in&nbsp;total deliveries for the first quarter of 2026.&nbsp;</li><li>Nio’s Q4 vehicle margins improved to more than 18%, compared to roughly 13% last year.</li></ul>Shares of NIO Inc (NIO) climbed 10% on Tuesday after the EV maker reported its first-ever profitable quarter while revenue surged on the back of strong growth in vehicle sales.<a href="https://stocktwits.com/symbol/NIO">NIO shares</a> were trading at their highest levels since Dec. 30, 2025.<h2 class="st-heading-2">Nio Posts Q4 Profit</h2>Total revenue for the fourth-quarter rose nearly 76% to RMB34.65 billion, or $4.96 billion, beating Wall Street’s estimates of RMB33.25 billion, according to Fiscal.ai data.Net profit came in at RMB282.7 million, compared with a net loss of RMB7.12 billion a year earlier. Vehicle sales generated $4.52 billion in revenue during the quarter, marking an 81% increase from Q4 of 2024. Vehicle margins improved to more than 18% in Q4, compared to around 13% last year.Nio expects first-quarter total revenue in a range of $3.50 billion and $3.60 billion, representing a growth of around 103% to 109%.<h2 class="st-heading-2">Nio Expects 90% To 97% Increase In Q1 Deliveries</h2>During the fourth quarter, NIO recorded a 72% increase in EV deliveries.&nbsp;“In the fourth quarter of 2025, the company delivered 124,807 smart electric vehicles, representing a year-over-year increase of 71.7%, with quarterly deliveries of our NIO, ONVO, and FIREFLY brands each reaching record highs,” said William Bin Li, Chairman and CEO of NIO.&nbsp;“We expect total deliveries in the first quarter of 2026 to be between 80,000 and 83,000 units, representing a year-over-year increase of 90.1% to 97.2%.”Last month, NIO and its unit GeniTech Co (Shenji) signed agreements with several investors in China to raise more than RMB2 billion in cash through the issuance of new Shenji shares. Shenji oversees NIO’s intelligent-driving chip business.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits flipped to ‘bullish’ from ‘bearish’ over the past 24 hours, amid ‘high’ message volumes.&nbsp;<img src="https://news.stocktwits-cdn.com/Nio_jpg_4a748621fa.webp" alt="Nio.jpg">One user expects the stock to rise to $8. It is currently trading at $5.5.<stembedurl>https://stocktwits.com/Muktar65/message/647096271</stembedurl>Another user expects institutional investments following a “blowout quarter.”<stembedurl>https://stocktwits.com/Risk_It/message/647108873</stembedurl>Year-to-date, the stock has gained around 2%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/why-did-atpc-stock-soar-today/cZdot1ZRI7B">Why Did ATPC Stock Soar 130% Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

The NIO Ink logo is displayed on a mobile phone with the company branding seen in the background in this photo illustration in Brussels, Belgium, on November 9, 2025. (Photo by Jonathan Raa/NurPhoto via Getty Images)

NIO Reports First Ever Profitable Quarter - NIO Stock Jumps 10%

The Chinese EV maker reported a 76% increase in fourth-quarter revenue, beating Wall Street estimates, according to Fiscal.ai data.

NIO Stock Pops 5% Pre-Market: EV Maker Posts Revenue Surge, Swings To Profit In Q4

<ul class="summary-bullets"><li>EVTV will own the ASIC systems and maintain lease rights to containerized power infrastructure.</li><li>Azio AI will oversee hardware integration and optimization.</li><li>Systems to be deployed in EVTV’s liquid-immersion-cooled modular container platform, the company said.</li></ul>Shares of Envirotech Vehicles (EVTV) climbed 3% on Friday after Azio AI Corp. announced that it had received its first purchase order from EVTV for 28 next-generation Application-Specific Integrated Circuit (ASIC) compute systems.Under the agreement, EVTV will own the ASIC systems and maintain lease rights to the containerized power infrastructure, while Azio AI will oversee hardware integration and optimization. The systems will be deployed in EVTV’s liquid-immersion-cooled modular container platform.The deployment will test power efficiency, cooling performance, uptime, and compute economics under continuous workloads. Azio added that the initial payment has been received in full, with delivery expected in the coming weeks.<h2 class="st-heading-2">AZIO Acquisition Update</h2>Envirotech reaffirmed its progress toward strategic alignment with AZIO AI. The companies signed an amended non-binding letter of intent under which EVTV would acquire AZIO AI through a merger, making it a wholly owned subsidiary. The proposed deal, which values AZIO AI at $480 million, remains subject to due diligence, regulatory approvals, and shareholder approval.Envirotech Vehicles also updated shareholders on a Nasdaq compliance issue, stating it is procedural and tied to completing routine annual proxy requirements. The company said the matter does not affect its operations or financial performance.Earlier this month, Envirotech announced a major step forward in its modular data and power infrastructure initiative with AZIO AI, following an on-site engineering review that moved the project from planning to execution.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment for <a href="https://stocktwits.com/symbol/EVTV">EVTV</a> on Stocktwits flipped to ‘bullish’ from ‘bearish’ a day earlier.&nbsp;One bullish user noted that EVTV’s&nbsp;container platform can run real high-density computing.<stembedurl>https://stocktwits.com/txai/message/645457167</stembedurl>Another user&nbsp;noted that the company was serious about building out their modular infrastructure.<stembedurl>https://stocktwits.com/txai/message/645429857</stembedurl>Year-to-date, the stock has gained over 400%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tariff uncertainty has prompted several analysts to cut their price targets for Five9 stock. 

Why Did EVTV Stock Surge 22% In Pre-Market Today?

Azio AI announced that it has received a purchase order from EVTV for 28 next-generation ASIC compute systems.

An AI Hardware Deal Has Sent This EV Stock Soaring Pre-Market Today 

<ul class="summary-bullets"><li>Deutsche Bank upgraded Rivian to ‘Buy’ from ‘Hold’ and raised its price target to $23 from $16.</li><li>UBS said it remains “excited” about Rivian’s product pipeline and brand strength.</li><li>Earlier, Rivian said the rollout of its R2 SUV is likely to weigh on margins in the first half of 2026.</li></ul>Rivian Automotive Inc. (RIVN) shares jumped more than 20% in pre-market trading on Friday, driven by upbeat brokerage reactions to the electric vehicle maker’s stronger-than-expected fourth-quarter results, highlighted by its first-ever quarter of achieving a positive gross margin on a cash basis.The rally signals renewed investor confidence in Rivian’s path to profitability at a time when several legacy automakers appear to be slowing their EV ambitions.<h2 class="st-heading-2">Rivian Delivers Revenue Beat, Margin Milestone</h2>On Thursday, Rivian reported Q4 revenue of $1.29 billion, driven by higher software and services revenue from its joint venture with Volkswagen Group. Wall Street had estimated a revenue of $1.27 billion, according to Fiscal.ai data. The company also reported a loss of $0.66 per share, marginally narrower than the $0.67 per share estimate.<h2 class="st-heading-2">R2 SUV Rollout May Pressure Margins In Short-Term</h2>Rivian said the rollout of its lower-priced R2 SUV is likely to weigh on margins in the first half of 2026 as production ramps up, but is expected to turn into a tailwind by the fourth quarter as manufacturing scales. R2 is expected to become the majority of the company’s vehicle volume by the end of 2027.<h2 class="st-heading-2">Deutsche Bank: Rivian’s 2026 Trajectory Appears De-Risked</h2>Deutsche Bank upgraded Rivian to ‘Buy’ from ‘Hold’ and raised its price target to $23 from $16, according to The Fly. This represents a 64% upside to the stock’s $14 closing price on Thursday. The brokerage highlighted early signs of an improving outlook, noting that Rivian’s 2026 trajectory appears “de-risked,” supported by achievable volume expectations and continued progress in reducing vehicle costs.Deutsche noted that Rivian’s R2 vehicle launch is on track for Q2, while competitors are “slow-walking” their EV transitions. The firm also believes the stock offers an attractive risk-reward profile.<h2 class="st-heading-2">UBS Turns Less Bearish On Rivian</h2>Meanwhile, UBS upgraded Rivian to ‘Neutral’ from ‘Sell’ and raised its price target to $16 from $15. The firm noted that Rivian’s near-term risk-reward profile now appears more balanced at current levels, compared with its previously bearish view that was partly driven by valuation concerns.UBS added that it remains “excited” about Rivian’s product pipeline and brand strength, and believes the company’s 2026 guidance captures meaningful upside potential while accounting for downside risks.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits turned ‘extremely bullish’ from ‘bullish’ a day earlier, amid ‘extremely high’ message volumes. <a href="https://stocktwits.com/symbol/RIVN">RIVN</a> was among the top trending tickers at the time of writing.<figure class="image"><img src="https://news.stocktwits-cdn.com/RIVN_jpg_127e3f9b6d.webp" alt="RIVN.jpg" width="928" height="106"><figcaption>RIVN's Sentiment Meter and Message Volumes at Pre-Market on Feb. 13, 2026 | Source: Stocktwits</figcaption></figure>One bullish user expects 2026 to be Rivian’s breakout year.<stembedurl>https://stocktwits.com/Bobky2030/message/644892803</stembedurl>However, another user expects the company to be raising funds urgently over the next couple of years.<stembedurl>https://stocktwits.com/TopazFrenzy/message/644893997</stembedurl>Year-to-date, the stock has shed over 14%.&nbsp;Also read: <a href="https://stocktwits.com/news-articles/markets/equity/nasdaq-sp500-futures-lower-nvda-aapl-tsla-rivn-mrna-amat-stocks-to-watch/cZR5NHpR4sZ">Nasdaq, S&amp;P 500 Futures Edge Lower Ahead Of CPI Data: Why NVDA, AAPL, TSLA, RIVN, MRNA, AMAT, IREN Are On Traders' Radar Today</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

RIVN Stock Surges 20% Pre-Market On Upgrade: Analysts See Edge With Rivals ‘Slow-Walking’ EV Transition

Deutsche Bank and UBS upgraded RIVN stock, noting a favourable near-term risk-reward profile after its fourth-quarter results.

Deutsche Bank and UBS upgraded the stock, noting a favourable near-term risk-reward profile after its fourth-quarter results.

<ul class="summary-bullets"><li>Exports from its Shanghai plant were 50,644 vehicles in January, a 71% jump from a year earlier.</li><li>Including domestic sales and exports, wholesale volumes increased 9.3%.</li><li>Model Y wholesale sales came in at 38,916 units while Model 3 volumes totalled 30,213 units.</li></ul>Tesla’s (TSLA) China deliveries reportedly declined sharply in January, even as exports from its Shanghai factory saw a 71% increase.The electric vehicle (EV) maker’s retail sales in January stood at 18,485 vehicles, its lowest monthly figure since November 2022, according to a report by the CNEVPost on Thursday, citing data from the China Passenger Car Association (CPCA).Retail sales dropped 45% from January 2025 and plunged more than 80% from December 2025. Tesla’s Shanghai facility produces the Model 3 sedan and Model Y, serving both domestic and overseas markets.<a href="https://stocktwits.com/symbol/TSLA">TSLA shares</a> were up 0.7% in pre-market trading.<h2 class="st-heading-2">Exports Drive Wholesale Growth</h2>While local deliveries weakened, Tesla increased shipments abroad. The Shanghai plant exported 50,644 vehicles in January, a 71% jump from a year earlier. Including domestic sales and exports, wholesale volume reached 69,129 units, up 9.3% year-on-year but nearly 29% lower than December.Model Y wholesale sales rose about 21% from last year to 38,916 units, though they fell sharply from the prior month. Model 3 volumes totalled 30,213 units, edging slightly lower both annually and sequentially.<h2 class="st-heading-2">Challenging Market Conditions</h2>January is typically a slow month for China’s auto market, but broader industry trends also weighed on demand. Total new energy vehicle (NEV) retail sales fell 20% to 596,000 units, while battery electric vehicle (BEV) sales declined 17%. Tesla holds around 3.1% of the NEV market and 5.3% of the BEV segment, according to the report.Policy changes, including a new 5% purchase tax and reduced trade-in subsidies, have further cooled consumer interest.Tesla is also facing pressure outside China. January registrations dropped 42% in France and 88% in Norway, a historically strong market for Tesla. U.S. sales fell 17%, marking a fourth consecutive monthly decline.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment remained in the ‘bullish’ territory over the past 24 hours.<img src="https://news.stocktwits-cdn.com/TSLA_jpg_63e320e880.webp" alt="TSLA.jpg">However, retail commentary was mixed. One user expects the stock to climb to $440. It is currently trading at $428.<stembedurl>https://stocktwits.com/koditrump/message/644777545</stembedurl>Another user expects the stock to fall to $300 if it breaks below its $390 support.<stembedurl>https://stocktwits.com/DookieDungaroos/message/644775350</stembedurl>TSLA shares have shed around 6% so far in 2026.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/iclr-stock-icon-withdraws-fy25-guidance-accounting-probe/cZRTZn4R4rX">ICLR Stock Crashed 33% In Pre-Market Today - Why Did The Company Withdraw Its FY2025 Guidance?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The logo of the Tesla Inc is seen on a screen of a smartphone next to a screen with an illustration ofthe stock market. (Photo by Alexander Pohl/NurPhoto via Getty Images)

Tesla’s China Retail Sales Slump 45% In January: Report

The electric vehicle maker’s retail sales in January stood at 18,485 vehicles, its lowest monthly figure since November 2022.

<ul class="summary-bullets"><li>Alongside the equity purchase, both investors entered put option agreements with a wholly owned subsidiary of Geely Sweden Holdings AB.</li><li>Feathertop Funding operates as a special-purpose vehicle consolidated into Sumitomo Mitsui Banking Corp.</li><li>In December, the company announced a $300 million equity financing by Banco Bilbao Vizcaya Argentaria, S.A. and NATIXIS.</li></ul>Polestar (PSNY) on Monday disclosed a fresh $400 million capital infusion that brings in some major banks as shareholders, strengthening the electric vehicle maker’s balance sheet at a critical point in its growth cycle.&nbsp;The automaker confirmed it secured $400 million in equity financing, split evenly between Feathertop Funding and Standard Chartered Bank.<h2 class="st-heading-2">Equity Deal With Built-In Exit</h2>Alongside the equity purchase, both investors entered put option agreements with a wholly owned subsidiary of Geely Sweden Holdings AB, which is part of its parent group.&nbsp;These arrangements allow banks to sell their stakes back after three years, subject to predefined return conditions, providing a structured exit if market conditions change.Feathertop Funding operates as a special-purpose vehicle consolidated into Sumitomo Mitsui Banking Corp, effectively bringing two major financial institutions into Polestar’s ownership structure.&nbsp;Following the announcement,&nbsp;<a href="https://stocktwits.com/symbol/PSNY">Polestar stock</a> traded over 2% higher in Monday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_055223_png_df110c0a49.webp" alt="PSNY’s Sentiment Meter and Message Volume as of 05:45 a.m. ET on Feb. 2, 2026 | Source: Stocktwits" width="930" height="104"><figcaption>PSNY’s Sentiment Meter and Message Volume as of 05:45 a.m. ET on Feb. 2, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Why It Matters Now</h2>Polestar framed the deal as a continuation of financing strategies it outlined previously, noting the terms closely resemble equity arrangements announced in December 2025.&nbsp;<blockquote>“Following the new equity financing and the funding announcements in December, and with the support of Geely Holding, we continue to make progress on enhancing our liquidity position and strengthening our balance sheet.”-Michael Lohscheller, CEO, Polestar.&nbsp;</blockquote>In December, the company announced a $300 million equity financing by Banco Bilbao Vizcaya Argentaria, S.A. and NATIXIS. Additionally, Polestar said it signed a loan deal with a subsidiary of Geely Sweden Holdings, allowing it to borrow up to $600 million.In 2025, Polestar’s retail sales jumped 34% year-on-year to&nbsp;60,119 cars.PSNY stock has declined by over 51% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-largest-pricing-error-in-history-as-oversold/cZbgSnxR4kT">Bitcoin Faces ‘Largest Pricing Error In History’ As Long-Term Models Flash Oversold Signals, Says Analyst</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A Polestar new energy vehicle store is seen in Shanghai, China, on January 14, 2024. (Photo by Costfoto/NurPhoto via Getty Images)

Polestar Stock Gains Pre-Market After Securing $400M Bank-Backed Financing

The automaker confirmed it secured $400 million through an equity financing split evenly between Feathertop Funding and Standard Chartered Bank.

(Photo credit should read INDRANIL MUKHERJEE/AFP via Getty Images)

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

Morgan Stanley Downgrades Tesla: Should You Revisit Your EV ETF Portfolio?

Tesla's downgrade and shrinking EV share spotlight the value of diversification as EV ETFs like KARS offer broader, steadier exposure amid market shifts.  

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