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SPY is trending as investors react to the ongoing State of the Union address, with community discussion heavily focused on Trump's proposals regarding tariffs and income tax, and divided opinions on whether his remarks will propel the market higher or lead to a reversal.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is trending due to intense community debate surrounding Donald Trump's State of the Union address, as many speculate whether the speech will ignite a rally, given the stock often acts as a proxy for his political sentiment, or further its decline amid discussions of his legal issues and economic policies.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending with fervent investor discussion surrounding its cancer immunotherapy, ANKTIVA, driven by high expectations for national attention on its groundbreaking treatments and intense speculation about a potential short squeeze that has ignited extreme bullish sentiment.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is actively discussed as the market anticipates potential catalysts from the State of the Union address and NVIDIA's upcoming earnings, driving widespread community speculation on whether these events will lead to a market rally or a significant pullback amidst persistent claims of manipulation.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is trending on the eve of its highly anticipated earnings report, with the community actively debating whether strong results will propel the broader market higher or trigger a "sell the news" reaction, all while considering a competitor's recent major AI chip deal and ongoing concerns about US-China export policies.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealth Group is trending due to intensified political and regulatory scrutiny on the healthcare sector, including a new bill introduced by senators to break up conglomerates and anticipated negative comments from a former president, sparking a polarized community debate between bearish sentiment and those identifying a long-term buying opportunity.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending as recent political commentary underscores the critical need for data centers to secure their own power, a significant bullish catalyst for the company given its extensive renewable energy infrastructure and strategic pivot to AI/HPC. The community is actively discussing high short interest and upcoming earnings, fueling speculation of a potential squeeze.

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

Netflix Inc.

Netflix Inc

Netflix is actively discussed as a bidding war for Warner Bros. Discovery intensifies, with Paramount Skydance's raised offer pushing the streaming giant to decide whether to counter, risking market disapproval and debt, or exit the deal. Many believe walking away would benefit the stock by avoiding a costly acquisition and navigating significant regulatory and political scrutiny.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group is trending following a mixed earnings report, which highlighted revenue growth but wider losses, alongside news of significant layoffs. The community is sharply divided between those anticipating a short squeeze and future product success, and those highlighting persistent cash burn and the potential for further dilution.

Workday, Inc. engages in the provision of development of enterprise cloud applications for finance and human resources. It delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday is trending following its Q4 earnings, where cautious fiscal year 2027 subscription revenue guidance, despite an earnings beat, fueled concerns over slowing growth and AI disruption in the enterprise software sector. While many fear AI could replace core services, supporters argue the stock is undervalued, citing its established market position and that AI leaders like Anthropic and OpenAI are Workday customers.

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<ul class="summary-bullets"><li>Goldman Sachs said its Board of Directors increased the quarterly dividend to $4.50 per common share from $4.00 per common share</li><li>Goldman Sachs advised on some of the biggest deals of 2025. It advised in a $56.5 billion leverage buyout of Electronic Arts.</li><li>Company’s Investment banking fees came at $2.58 billion, 25% higher than the fourth quarter of 2024.</li></ul>Shares of Goldman Sachs rallied on Thursday after it posted higher profit for the fourth quarter (Q4) and raised dividend for its shareholders.&nbsp;Goldman Sachs reported a fourth quarter profit of $14.01 per share that surged past analyst estimates of $11.57 per share, as per data from Fiscal.ai.<h2 class="st-heading-2">M&amp;A Boost</h2>Major U.S. investment banks expect the rebound in mergers and acquisitions activity to continue in 2026, on the back of robust AI investment and tech deals.&nbsp;Goldman Sachs advised on some of the biggest deals of 2025. It advised in a $56.5 billion leverage buyout of Electronic Arts, as well as a $32 billion deal from Alphabet to acquire Wiz.Investment banking fees were $2.58 billion, 25% higher than the fourth quarter of 2024, primarily due to significantly higher net revenues in Advisory, reflecting a significant increase in completed mergers and acquisitions volumes, it said.&nbsp;<h2 class="st-heading-2">Dividend Rise</h2>Goldman Sachs said its Board of Directors increased the quarterly dividend to $4.50 per common share from $4.00 per common share, in a sign that the company expects a strong 2026.&nbsp;Goldman Sachs saw its expenses rise in 2025, primarily driven by investments in AI operations and higher compensation and bonuses to its executives. Its operating expense during the fourth quarter rose 18% to $9.72 billion.&nbsp;<h2 class="st-heading-2">Plans To Enter Booming Prediction Markets</h2>Goldman Sachs CEO, David Solomon told analysts in an earnings call that the company is looking to enter the prediction market.&nbsp;Solomon told analysts that he has met leaders of two major prediction market firms. Entry of a major Wall Street firm into this new and booming section of the financial world will give it the boost and more attention from investors as well as users.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around GS trended in ‘extremely high’ territory amid ‘extremely high’ message volume.&nbsp;Shares of Goldman Sachs have risen 63% over the past 12 months.&nbsp; &nbsp;

David Solomon, Goldman Sachs CEO speaks during the Italian Tech Week 2025 at OGR Officina Grandi Riparazioni on October 3, 2025 in Turin, Italy.

Goldman Sachs Stock Rally After Upbeat Q4 Results, Increased Dividend

Goldman Sachs reported a fourth quarter profit of $14.01 per share that surged past analyst estimates of $11.67 per share, as per data from fiscal.ai.

Equity

Goldman Sachs reported a fourth quarter profit of $14.01 per share that surged past analyst estimates of $11.57 per share, as per data from fiscal.ai.


<ul class="summary-bullets"><li>Citi, Truist, and Stifel have maintained a “Buy” rating on the stock.</li><li>Citi analyst Atif Malik viewed Nvidia's licensing deal with Groq as a "clear positive.”</li><li>Truist said the reported $20 billion cost is high, but it is small relative to Nvidia's cash position and cash flow generation.</li></ul>Nvidia’s stock was in focus on Monday after several top brokerages voiced their confidence in the chipmaker’s $20 billion licensing deal with AI chip startup Groq, saying that it could extend its leadership in the AI infrastructure space.Analysts at Truist said that Nvidia's licensing agreement with Groq is intended to "fortify" its competitive positioning in inference versus tensor processing units, per TheFly. While the reported $20 billion cost is high, it is small relative to Nvidia's cash position and cash flow generation. The firm kept a “Buy” rating on the shares with a $275 price target.Meanwhile, Citi analyst Atif Malik viewed Nvidia's licensing deal with Groq as a "clear positive.” Citi believes Nvidia has navigated regulatory scrutiny, given that Groq will remain an independent company. It kept a “Buy” rating with a $270 price target.Stifel said that Nvidia's deal with Groq could extend AI infrastructure leadership and also kept a “Buy” rating on Nvidia with a $250 price target. UBS also remained bullish on Nvidia shares heading into 2026. It said that it expects appreciation from here to be driven almost by higher earnings estimates.<h2 class="st-heading-2">$20 Billion Groq Deal</h2>Last week, Groq said that it had entered into a non-exclusive licensing agreement with Nvidia for its inference technology. While the company did not disclose a price, CNBC reported the deal could be valued at $20 billion.As per the deal, Nvidia will onboard Groq’s senior management team, including founder Jonathan Ross and President Sunny Madra, to help advance and scale the licensed technology.The deal comes at a time when Nvidia is facing stiff competition in the AI inference space from firms like Advanced Micro Devices and Broadcom, among others. Groq specializes in fast AI inference, which will give Nvidia more breathing room on the leaderboard, as it already dominates the market for training AI models.<h2 class="st-heading-2">What Are Stocktwits Users Saying?</h2>On Stocktwits, retail sentiment around NVDA stock trended in the ‘bearish’ territory amid “normal” message volume.&nbsp;<figure class="image"><img style="aspect-ratio:637/64;" src="https://news.stocktwits-cdn.com/nvidia_PNG_0fec69aa4e.webp" alt="On Stocktwits, retail sentiment around NVDA stock trended in the ‘bearish’ territory amid “normal” message volume. " width="637" height="64"></figure> Shares of Nvidia have gained 36% so far in 2025.&nbsp; &nbsp;

In this photo illustration, the Nvidia logo is seen in the background beside a printed circuit board (PCB). (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Why Analysts See Nvidia’s Groq Licensing Deal As A Clear Win For AI Leadership

Despite the reported $20 billion price tag, brokerages believe the deal is small relative to Nvidia's scale and long-term earnings power.

Nvidia’s Groq Tie-Up Draws Bullish Calls From Wall Street

<ul class="summary-bullets"><li>Hympavzi was approved by the U.S. Food and Drug Administration (FDA) in October 2024 for routine prophylaxis in adults and adolescents aged 12 years and older with severe hemophilia A or B without inhibitors.</li><li>The patient who died had hemophilia A and inhibitors.</li><li>Pfizer is now actively gathering information to understand the circumstances surrounding the death and identify the cause.</li></ul>One of the patients enrolled in Pfizer’s trial of Hympavzi in people living with a bleeding disorder died earlier this month, the company said.The company said in a letter to the World Federation of Hemophilia (WFH) and National Bleeding Disorders Foundation (NBDF) that the patient suffered a fatal thrombotic stroke after a minor surgery on December 14.Hympavzi was approved by the U.S. Food and Drug Administration (FDA) in October 2024 for routine prophylaxis in adults and adolescents aged 12 years and older with severe hemophilia A or B without inhibitors. Pfizer is now studying Hympavzi in people living with hemophilia A or B irrespective of whether they have inhibitors.Hemophilia A and B are bleeding disorders, but some patients develop "inhibitors" that stop standard blood clotting factors replacement therapy from working, making bleeds harder to stop. The patient who died had hemophilia A and inhibitors.The patient participated in the active treatment phase of the parent study in 2022 prior to entering the long-term extension study in 2023, according to Pfizer.<h2 class="st-heading-2">Pfizer’s Next Moves</h2>Pfizer is now actively gathering information to understand the circumstances surrounding the death and identify the cause with the support of the trial investigator and an independent external Data Monitoring Committee. The drugmaker said that regulatory authorities and investigators have been informed.The World Federation of Hemophilia (WFH) and National Bleeding Disorders Foundation (NBDF) &nbsp;noted that thrombosis is an adverse event of special interest with Hympavzi due to the drug’s mechanism of action as a rebalancing agent that targets tissue factor pathway inhibitor (TFPI) to increase thrombin generation for clot formation.“The use of marstacimab (Hympavzi) should include close monitoring for symptoms of thrombosis and other adverse events, especially in surgical settings in combination with clotting factor concentrates or bypassing agents,” they <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://wfh.org/article/wfh-and-nbdf-statement-on-severe-adverse-event-with-marstacimab-rebalancing-agent-for-hemophilia/">said</a> in a statement.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around PFE fell from ‘bullish’ to ‘bearish’ territory over the past 24 hours while message volume fell from ‘extremely high’ to ‘normal’ levels.A Stocktwits user expressed disappointment over the stock trading in the red while major pharma stocks rallied.<stembedurl>https://www.stocktwits.com/Micheal_Pothead/message/639969189</stembedurl> <a href="https://stocktwits.com/symbol/PFE">PFE stock</a> has dropped nearly 6% this year and by over 6% over the past 12 months.&nbsp;Also See: <a href="https://stocktwits.com/news-articles/markets/equity/fjet-stock-takes-a-breather-post-massive-rally/cLepsN8REH7">FJET Stock Takes A Breather Post Massive Rally – Starfighters Space Releases 2026 Plans After Stock Market Debut</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

In this photo illustration, Pfizer’s logo is on a smartphone with an economic stock exchange index graph in the background. (Photo Illustration by Budrul Chukrut/SOPA Images/LightRocket via Getty Images)

Pfizer Confirms Death Of Patient Enrolled In Hemophilia Drug Study

The company said in a letter to the World Federation of Hemophilia (WFH) and National Bleeding Disorders Foundation (NBDF) that the patient suffered a fatal thrombotic stroke after a minor surgery on December 14. 

<ul class="summary-bullets"><li>Pfizer provides Covid vaccine called Comirnaty in addition to an antiviral medication used to treat COVID-19 called Paxlovid.</li><li>In 2026, the company expects the revenue to fall further or stay at 2025 levels within the range of $59.5 to $62.5 billion, owing to Covid product sales falling further to about $5 billion.</li><li>The company now expects earnings per share of about $3 to $3.15 for the current financial year and expects it to fall further down to $2.8-$3 in the financial year 2026.</li></ul>Pfizer shares fell about 5% on Tuesday, on pace for their worst session in over eight months, after BofA lowered its price target following the company’s updated guidance on waning Covid-19 product demand.The company now expects full year 2025 guidance of about $62 billion, to the lower end of its previous guidance of $61 to $64 billion and below an analyst estimate of $62.52 billion. Revenue from the company’s Covid-19 products is expected to be $6.5 billion. &nbsp;Pfizer provides Covid vaccine called Comirnaty in addition to an antiviral medication used to treat COVID-19 called Paxlovid. In the third quarter, Paxlovid and Comirnaty saw revenues in the quarter down by 55% and 19%, respectively, on a total basis as Covid-19 infections continue to drop.<h2 class="st-heading-2">Analyst Take</h2>BofA analyst Jason Gerberry subsequently lowered its price target on Pfizer to $27 from $28 while retaining a ‘Neutral’ rating on the shares. The analyst highlighted that the company is now looking to progress its obesity pipeline as Covid product demand falters.Pfizer <a href="https://stocktwits.com/news-articles/markets/equity/pfizer-ceo-sees-metsera-drugs-hit-market-as-early-as-2028-after-completing-acquisition-report/cLP9fAwREE9">acquired</a> obesity drugmaker Metsera for up to $86.25 per share in November after a bidding war with Danish drugmaker Novo Nordisk. Pfizer scrapped its own obesity drug candidate, Danuglipron, earlier this year, citing risks of liver enzyme elevations, leaving it with no in-house obesity drug candidate. The company expects Metsera’s MET-097i, a monthly injectable GLP-1, to be market-leading. The experimental drug is about to begin late-stage development.“Following the recent closing of our Metsera acquisition, our new exclusive global collaboration and license agreement with Yao Pharma and other Pfizer programs that include our GIPR antagonist candidate, we have a robust and diverse obesity portfolio,” CEO Albert Bourla said on Tuesday. “We plan to move quickly in 2026 to advance about 15 programs with many of them being phase 3 studies just for this program.”<h2 class="st-heading-2">Looking Further Ahead</h2>In 2026, the company <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.pfizer.com/news/press-release/press-release-detail/pfizer-reaffirms-full-year-2025-eps-guidance-and-provides">expects</a> the revenue to fall further or stay at 2025 levels within the range of $59.5 to $62.5 billion, owing to Covid product sales falling further to about $5 billion and loss of exclusivity on certain products creating a negative impact of about $1.5 billion. Wall Street, on average, expects FY26 revenue of about $61.68 billion, to the top end of current guidance range.The company now expects earnings per share of about $3 to $3.15 for the current financial year and expects it to fall further down to $2.8-$3 in financial year 2026, below an analyst estimate of $3.06. Pfizer’s recent acquisition of Metsera is further expected to increase research and development expenses to $10.5-$11.5 billion from $10 to $11 billion.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around PFE rose from ‘bearish’ &nbsp;to ‘bullish’ territory over the past 24 hours while message volume rose from ‘low’ to ‘high’ levels.A Stocktwits user dismissed the new update from the company highlighting that the downside is minimal.<stembedurl>https://www.stocktwits.com/jjflanders/message/639319453</stembedurl>Yet another called for a CEO replacement.<stembedurl>https://www.stocktwits.com/PFElinepfrenzy1990/message/639309007</stembedurl><a href="https://stocktwits.com/symbol/PFE">PFE stock</a> fell 5% this year and by 1% over the past 12 months.&nbsp;Also See: <a href="https://stocktwits.com/news-articles/markets/equity/why-is-aldeyra-therapeutics-stock-surging-after-fda-delayed-its-dry-eye-drug-decision/cLeJL0aREpd">Why Is Aldeyra Therapeutics Stock Surging After FDA Delayed Its Dry Eye Drug Decision?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Pfizer Stock On-Track For Worst Day In Over 8 Months As BofA Flags Faster Covid-19 Product Erosion

The company now expects full year 2025 guidance of about $62 billion, to the lower end of its previous guidance of $61 to $64 billion and below an analyst estimate of $62.52 billion.

Evercore ISI analysts reportedly expect the fire at a New York aluminum plant will erode up to $1 billion from Ford Motor Co.’s (F) earnings.According to a Reuters <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/autos-transportation/fire-aluminum-plant-hit-fords-bottom-line-by-up-1-billion-analyst-says-2025-10-08/">report</a>, Ford refused to comment on Evercore’s estimates. However, it told the news agency that it has been working closely with Novelis and exploring all possible alternatives to minimize potential disruptions.A large portion of Novelis’ Oswego, New York, aluminum plant was knocked offline until early next year after a September 16 blaze destroyed its hot mill. This section produces aluminum for vehicles. Ford, the plant’s biggest customer, relies heavily on Oswego material for the aluminum-bodied F-150, its most profitable model.The automaker is reportedly expected to disclose the effects of the outage in its earnings report later this month. Shares of the company traded 1% lower at the time of writing.Ford’s stock witnessed a near 178% rise in retail user message count over the past 24 hours, as of Wednesday morning. On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/F">F stock</a> rose from ‘neutral’ to ‘bullish’ territory over the past 24 hours, while message volume stayed at ‘high’ levels.Novelis, a unit of India’s Hindalco Industries, produces over 350,000 metric tons of aluminum annually for automakers such as Ford, Toyota, Hyundai, Volkswagen, and Stellantis. According to Evercore analysts, while other automakers will also be affected by the fire, Ford will see the biggest hit of $500 million to $1 billion to its earnings before interest and taxes.The F-series is Ford’s best-selling vehicle and truck. In the second quarter (Q2), the company sold 207,732 units of the truck in the U.S. In fact, the company has sold over 600,000 units of the truck year-to-date in the U.S., outpacing its nearest competitor by an estimated 170,000 units.Ford stock is up 19% this year and approximately 13% over the past 12 months.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/archer-aviation-cleveland-clinic-abu-dhabi-to-launch-uae-first-hospital-based-vertiport/ch6EjGLR3iK">Archer Aviation, Cleveland Clinic Abu Dhabi To Launch UAE’s First Hospital-Based Vertiport</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Ford Explorer electric cars are parked on car transporters on the Ford factory premises. (Photo by Rolf Vennenbernd/picture alliance via Getty Images)

Ford Faces Up To $1 Billion Hit After New York Aluminum Plant Fire, Analysts Reportedly Say

According to a Reuters report, Ford refused to comment on Evercore’s estimates.

Shares of Ford Motor Co. (F) slipped 6% on Tuesday morning following reports of a late-night fire at Novelis’ Oswego, New York, aluminum plant.According to a <a href="https://stocktwits.com/news-articles/markets/equity/ford-f-150-faces-fresh-setback-after-blaze-knocks-out-key-aluminum-supplier-in-new-york/ch62H32R3gy">report</a> by The Wall Street Journal, a large portion of the Oswego plant was knocked offline until early next year after a September 16 blaze destroyed its hot mill. This section produces aluminum for vehicles. Ford, the plant’s biggest customer, relies heavily on Oswego material for the aluminum-bodied F-150, its most profitable model.Ford said it sources aluminum from multiple suppliers and has been working closely with Novelis since the fire. “A full team is dedicated to addressing the situation and exploring all possible alternatives to minimize any potential disruptions,” the company said in a statement to The WSJ.The automaker is reportedly expected to disclose the effects of the outage in its earnings report later this month.<a href="https://stocktwits.com/symbol/F">Ford shares</a> witnessed a 166% rise in retail user message count over the past 24 hours, as of Tuesday morning. On Stocktwits, retail sentiment around F stock stayed within the ‘neutral’ territory over the past 24 hours, while message volume stayed at ‘high’ levels.<figure class="image"><img style="aspect-ratio:1366/126;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_07_at_10_13_47_AM_png_84f820d67c.webp" alt="F's Sentiment Meter and Message Volume as of 10:14 a.m. ET on Oct. 07, 2025 | Source: Stocktwits" width="1366" height="126"><figcaption>F's Sentiment Meter and Message Volume as of 10:14 a.m. ET on Oct. 07, 2025 | Source: Stocktwits</figcaption></figure>A Stocktwits user dismissed the stock dip as “short-lived.”<stembedurl>https://stocktwits.com/tradinwarrior/message/631307635</stembedurl>A more pessimistic user, however, opined that the shares will fall more “little by little.”<stembedurl>https://stocktwits.com/Akisawada/message/631303479</stembedurl>Novelis, a unit of India’s Hindalco Industries, produces over 350,000 metric tons of aluminum annually for automakers such as Ford, Toyota, Hyundai, Volkswagen, and Stellantis. The company said it’s reallocating some production to its European, Brazilian, and South Korean plants, though high U.S. import tariffs could increase costs.Meanwhile, the F-series is Ford’s <a href="https://stocktwits.com/news-articles/markets/equity/ford-us-sales-soar-8.2-percent-in-q3-over-strong-truck-suv-demand/chCY42ZR3a8">best-selling vehicle</a> and truck. In the second quarter, the company sold 207,732 units of the truck in the U.S. In fact, the company has sold over 600,000 units of the truck year-to-date in the U.S., outpacing its nearest competitor by an estimated 170,000 units.Ford stock is up 20% this year and approximately 14% over the past 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/lexeo-therapeutics-stock-rallies-on-discussions-with-fda-to-expedite-friedreich-ataxia-drug-approval-process/ch6PXccR3h7">Lexeo Therapeutics Stock Rallies On Discussions With FDA To Expedite Friedreich’s Ataxia Drug Approval Process</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A Ford F-150 Lariat PowerBoost ybrid pickup truck is displayed for sale at a Ford dealership on August 21, 2024 in Glendale, California. (Photo by Mario Tama/Getty Images)

Ford Shares Slump 5% After Reports Of Fire At Aluminum Supplier Plant: Retail Dismisses The Dip As ‘Short-Lived’

The automaker is reportedly expected to disclose the effects of the outage in its earnings report later this month.

Ford Motor Co. (F) on Wednesday announced that it sold 545,522 vehicles in the U.S. in the third quarter (Q3), marking a growth of 8.2% from the corresponding quarter of 2024.The growth was spurred by an increase in sales of the company’s trucks and SUVs by 7.4% and 9.7%, respectively. The F-series continued to be the company’s best-selling vehicle and truck in the quarter, with 207,732 units sold. In fact, the company has sold over 600,000 units of the truck year-to-date, outpacing its nearest competitor by an estimated 170,000 units.Ford’s EV sales, meanwhile, rose 30.2% to 30,612 units as customers rushed to make their purchases before the federal tax credit on EVs expired on September 30. Internal combustion engine vehicles, however, accounted for a whopping 84% of the company’s overall sales.<a href="https://stocktwits.com/symbol/F">Ford shares</a> traded 2% higher at the time of writing. On Stocktwits, retail sentiment around Ford stock stayed within the ‘bullish’ territory over the past 24 hours, while message volume stayed at ‘high’ levels.Among SUVs, the Ford Bronco was the company’s best-selling vehicle in the quarter, with sales rising 41.3% to 37,858 units. The Lincoln brand contributed 23,760 units to the company’s overall sales in the quarter, representing a 7.6% year-over-year decline.Among the company’s three electric vehicles, the Mustang Mach-E SUV was the best-seller, with 20,177 units sold. The company also sold 10,005 units of its electric truck, the F-150 Lightning.“This quarter's growth showcases our portfolio's unmatched flexibility and breadth,” <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://s205.q4cdn.com/882619693/files/doc_news/2025/Oct/01/Ford-U-S-Q3-2025-Sales-Release.pdf">said</a> Ford executive Andrew Frick. The company is now looking forward to starting shipping the recently revealed Explorer Tremor and F-150 Lobo street truck in the fourth quarter.F stock is up 23% this year and approximately 13% over the past 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/fortress-biotech-stock-falls-pre-market-after-fda-refuses-to-approve-drug-for-treating-menkes-disease/chCYd94R3aj">Why Is Fortress Biotech Stock Falling Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Ford US Sales Soar 8.2% In Q3 Over Strong Truck, SUV Demand

Ford’s EV sales, meanwhile, rose 30.2% to 30,612 units as customers rushed to make their purchases before the federal tax credit on EVs expired on September 30.

Ford Motor Co. (F) CEO Jim Farley reportedly believes that the elimination of federal tax credit on the purchase of electric vehicles and other Trump policies will sharply curtail EV demand in the U.S.Farley predicted the share of zero-emission vehicles could decline by half, according to a Bloomberg <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-09-30/ford-s-ceo-sees-trump-policies-cutting-us-ev-market-in-half?srnd=homepage-americas">report</a>. ZEVs currently account for 10% of the domestic market.&nbsp;“I wouldn’t be surprised if EV sales in the U.S. go down to 5%,” Farley said at a conference in Detroit, as reported by Bloomberg. The CEO, however, said the company is looking to add hybrid production to its battery and EV plants, the report noted.<a href="https://stocktwits.com/symbol/F">Ford shares</a> traded 1% lower on Tuesday afternoon at the time of writing. On Stocktwits, retail sentiment around the stock stayed within the ‘bullish’ territory, while message volume stayed at ‘high’ levels.<figure class="image"><img style="aspect-ratio:625/63;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_30_at_2_06_42_PM_png_de870fd3da.webp" alt="F's Sentiment Meter and Message Volume as of 2:07 p.m. ET on Sept. 30, 2025 | Source: Stocktwits" width="625" height="63"><figcaption>F's Sentiment Meter and Message Volume as of 2:07 p.m. ET on Sept. 30, 2025 | Source: Stocktwits</figcaption></figure>In the second quarter, Ford’s EV segment, known as Model e, saw its operating loss widen to $1.3 billion, pressured by tariffs and ramp-up costs at its new battery plant in Marshall, Michigan.Ford’s current EV lineup in the U.S. is comprised of just three vehicles: the F-150 Lightning pickup truck, the Mustang Mach-E SUV, and the E-Transit van. This year, through the end of August, the company sold a cumulative 57,888 units of the three models, marking a drop of about 6% from the corresponding period last year, despite a 5.5% increase in internal combustion engine vehicles.Ford stated last month that it plans to introduce a new group of affordable electric vehicles starting in 2027 to expand its EV lineup. The first in line would be a midsize pickup truck assembled at Ford’s Louisville Assembly Plant with an expected starting price of $30,000, the company added.F stock is up by about 21% this year and by about 13% over the past 12 months.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/moonlake-immunotherapeutics-stock-draws-wall-street-attention-post-mondays-plunge/chDDKdWR39j">MoonLake Immunotherapeutics Stock Draws Wall Street Attention Post Monday’s Plunge: Retail Sees Significant Upside</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Ford Motor Company CEO Jim Farley speaks at a Ford Pro Accelerate event on September 30, 2025 in Detroit, Michigan. (Photo by Bill Pugliano/Getty Images)

Ford CEO Jim Farley Reportedly Expects US EV Demand To Decline Sharply – Here’s Why

According to a Bloomberg report, Farley predicted the share of zero-emission vehicles could fall by half. 

Ford Motor Co. (F) is recalling 115,539 vehicles in the U.S. over concerns regarding loss of steering control, the National Highway Traffic Safety Administration (NHTSA) said on Wednesday.The recall includes certain model year 2020-2021 F-250, F-350, and F-450 trucks. <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://static.nhtsa.gov/odi/rcl/2025/RCLRPT-25V626-1284.pdf">According</a> to the regulator, the steering column’s upper shaft may detach from the column, resulting in a loss of steering control and an increased risk of a crash.As for a solution, dealers will inspect the steering column and repair or replace the upper shaft as necessary, it said. The customer will not be charged for the fix. The final remedy is expected to be available by December 2025, the regulator addedFord shares rose 0.3% on Wednesday morning at the time of writing. On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/F">Ford</a> remained within the ‘bearish’ territory, while message volume remained at ‘normal’ levels.<figure class="image"><img style="aspect-ratio:575/62;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_24_at_10_09_13_AM_png_3dd461500b.webp" alt="F's Sentiment Meter and Message Volume as of 10:09 a.m. ET on Sept. 24, 2025 | Source: Stocktwits" width="575" height="62"><figcaption>F's Sentiment Meter and Message Volume as of 10:09 a.m. ET on Sept. 24, 2025 | Source: Stocktwits</figcaption></figure>According to the NHTSA filing, Ford’s team reviewed supplier process and maintenance records to determine the recall population. The vehicles affected by the recall were built between Feb. 19, 2019, and Sept. 30, 2020, at the Kentucky Truck Plant.The regulator stated that Ford is aware of seven warranty claims, three field reports, and four customer call hotline reports, all of which are likely related to the concerns as of September 11. However, the company is not aware of any accidents or injuries related to the condition, it added.Ford stock is up approximately 19% this year and over 8% in the past 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/acadia-health-care-stock-surges-pre-market-after-activist-hedge-fund-reportedly-seeks-board-revamp/chD1bdjR33W">Acadia Healthcare Stock Surges After Activist Hedge Fund Reportedly Seeks Board Revamp</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Ford logo seen on a car outside a Ford dealership in Edmonton, AB, Canada, on February 02, 2025. (Photo by Artur Widak/NurPhoto via Getty Images)

Ford Recalls Over 115,000 F-Series Trucks Due To Loss Of Steering Control Concerns

According to NHTSA, the steering column’s upper shaft may detach from the column, resulting in a loss of steering control and an increased risk of a crash. 

Bristol Myers Squibb (BMY) announced on Tuesday that a late-stage study evaluating Iberdomide in patients with relapsed or refractory multiple myeloma demonstrated a statistically significant improvement in minimal residual disease (MRD) negativity rates compared to the control arm, when combined with standard therapies.Minimal residual disease (MRD) refers to the small number of cancer cells that may remain in a patient’s body after treatment. MRD assessment has emerged as a highly sensitive and clinically meaningful tool for evaluating treatment response in multiple myeloma, a cancer of plasma cells in the bone marrow that leads to tumors in multiple bones, the company said.While MRD negativity does not necessarily mean all cancer cells are gone, it may predict improved clinical outcomes, including longer remission and survival, it added.The trial will now continue without changes to evaluate the progression-free survival (PFS), overall survival, and safety endpoints, the company <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://news.bms.com/news/corporate-financial/2025/Bristol-Myers-Squibb-Announces-Phase-3-EXCALIBER-RRMM-Study-Evaluating-Iberdomide-in-Combination-with-Standard-Therapies-Demonstrated-a-Significant-Improvement-in-Minimal-Residual-Disease-Negativity-Rates-in-Relapsed-or-Refractory-Multiple-Myeloma/default.aspx">said</a>. Bristol Myers noted that it plans to discuss the results with health authorities.Shares of BMY traded marginally higher at the time of writing. On Stocktwits, retail sentiment surrounding <a href="https://stocktwits.com/symbol/BMY">BMY stock</a> remained within the ‘bullish’ territory over the past 24 hours, while message volume rose from ‘normal’ to ‘high’ levels.<figure class="image"><img style="aspect-ratio:581/60;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_23_at_12_52_19_PM_png_34f256a597.webp" alt="BMY's Sentiment Meter and Message Volume as of 12:05 p.m. ET on Sept. 23, 2025 | Source: Stocktwits" width="581" height="60"><figcaption>BMY's Sentiment Meter and Message Volume as of 12:05 p.m. ET on Sept. 23, 2025 | Source: Stocktwits</figcaption></figure>Earlier this month, BioNTech SE (BNTX) and Bristol Myers Squibb also presented interim data from a global randomized mid-stage trial evaluating their drug Pumitamig plus chemotherapy in patients with extensive-stage small cell lung cancer. The data showed encouraging anti-tumor responses, with a positive trend in progression-free survival, or the length of time a patient with a disease lives without it worsening.According to Koyfin data, 19 out of 26 analysts covering Bristol-Myers stock rate it a ‘Hold’, six rate it ‘Buy’ or higher, while one rates it a ‘Sell.’ The average price target on the stock is $52, representing an upside of over 17% from current price levels.BMY stock is down by about 20% this year and by about 10% over the past 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/moderna-says-updated-mnexspike-covid-shot-demonstrated-rbust-immune-response-in-study/chDhMlcR35J">Moderna Says Updated mNEXSPIKE Covid Shot Demonstrated Robust Immune Response In Study</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Bristol-Myers Squibb Company logo is seen displayed on a tablet. (Photo Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images)

Bristol Myers Announces Positive Outcomes From Multiple Myeloma Late-Stage Study

The company announced that the trial will proceed without changes to evaluate the progression-free survival, overall survival, and safety endpoints.

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