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

Netflix Inc.

Netflix Inc

Netflix is a major talking point following its recent earnings report, which, despite beating on revenue and EPS, presented cautious forward guidance and a decision to pause share buybacks. This has ignited community debate, with many investors split between seeing a massive 'buy the dip' opportunity and expressing concern over slowing growth and the financial implications of a potential Warner Bros. Discovery acquisition. The discussion reflects a mixed outlook on whether strategic shifts will accelerate long-term value or introduce short-term headwinds.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is experiencing a significant downturn, with many in the community attributing the "brutal day" to broader geopolitical tensions and proposed tariffs. Traders are hotly debating whether the stock's historically oversold RSI levels present a "buy the dip" opportunity ahead of its upcoming earnings report or if further declines are imminent due to perceived stagnation in AI innovation.

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 after CEO Ryan Cohen and another board member significantly increased their stakes in the company through recent share purchases. This insider buying has ignited a strong bullish sentiment among investors, who are actively discussing the potential for a short squeeze and viewing the moves as a vote of confidence. The stock's resilience amidst broader market volatility further fuels community speculation about future catalysts.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

SPDR Gold Shares ETF ($GLD) is trending strongly as escalating geopolitical tensions, particularly surrounding U.S.-Europe tariff threats over Greenland, drive a significant risk-off sentiment across markets. The community is actively discussing gold's role as a premier safe haven, pushing prices to new highs amidst global instability and concerns over economic and financial system shifts.

Corvus Pharmaceuticals, Inc. engages in the development of immune modulator product candidates with the potential to treat solid cancers, T-cell lymphomas, autoimmune diseases, and infectious diseases. Its product pipeline includes B Cell Activator and Anti-CD73, Adenosine Production Inhibitor Anti-CD73, ITK Inhibitor, A2AR Inhibitor, Anti-CXCR2, and A2BR Inhibitor. The company was founded by Richard A. Miller, Peter A. Thompson, Joseph J. Buggy, and Erik Verner on January 27, 2014 and is headquartered in South San Francisco, CA.

Corvus Pharmaceuticals Inc

Corvus Pharmaceuticals is trending due to recent positive Phase 1 clinical trial data for its eczema treatment, soquelitinib, which demonstrated strong efficacy and a favorable safety profile, initially fueling a significant surge in interest. This positive momentum is now tempered by a proposed $150 million public offering, sparking a community debate between those who see it as a strategic capital raise for a potentially breakthrough oral therapy and those concerned about dilution for an early-stage drug.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is experiencing significant volatility as former President Trump's strong stance on Greenland and related tariff threats generate global market uncertainty, prompting a shift away from U.S. assets. The community is split, with many anticipating a rapid rebound for tech stocks while others warn of a deeper correction driven by these geopolitical tensions and broader concerns about AI's market impact.

Top Wealth Group Holding Ltd. operates as a holding company, which provides caviar and caviar-based gourmet products. It focuses on supplying sturgeon caviar to customers under its own brand, Imperial Cristal Caviar. The company was founded by Kim Kwan Kings Wong on February 1, 2023 and is headquartered in Hong Kong.

Top Wealth Group Holding Ltd. - Ordinary Shares - Class A

Top Wealth Group Holding Ltd.

Top Wealth Group Holding Ltd. is actively discussed following its announcement to acquire a wine authentication and trading business, a strategic move to diversify into luxury products. This development, however, coincides with a public offering of units, leading to significant price fluctuations. Community sentiment is divided between those anticipating a strong rally due to the news and low float, and others cautioning against a potential "Chinese pump and dump" given the offering and historical volatility.

Day One Biopharmaceuticals, Inc. operates as a holding company. The firm, through its subsidiary, develops and commercializes targeted therapies for patients of all ages with genetically defined cancers. Its products include DAY101 and pimsertib. The company was founded by Julie Grant and Samuel C. Blackman in November 2018 and is headquartered in Brisbane, CA.

Day One Biopharmaceuticals Inc

Day One Biopharmaceuticals is trending following robust preliminary 2025 Ojemda product revenue and optimistic 2026 guidance, alongside the recently completed acquisition of Mersana Therapeutics. The community is actively discussing significant options activity and renewed buyout speculation, as analysts upgrade ratings and view the Mersana deal as strengthening the company's pipeline and commercial prospects.

United Airlines Holdings, Inc. is a holding company, which engages in the provision of transportation services. It operates through the following geographical segments: Domestic, Atlantic, Pacific, and Latin America. The company was founded on December 30, 1968 and is headquartered in Chicago, IL.

United Airlines Holdings Inc

United Airlines is trending strongly following a robust quarterly earnings report that exceeded profit expectations and offered an optimistic outlook for the current year. The community is actively discussing the airline's impressive growth in premium travel and loyalty programs, highlighting how its strategic focus is driving structural margin expansion and strengthening its market position against competitors.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

Advanced Micro Devices is drawing significant attention following a long-term data center leasing agreement with Riot Platforms, seen as a strategic move to secure direct AI infrastructure. This development, combined with strong analyst conviction in AMD's growing AI market share and its impressive resilience during broader market weakness, is fueling active community discussion about its promising long-term trajectory.

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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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