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

UpDog

UpDog is generating significant community buzz through its long-standing presence on the Solana network, with supporters highlighting organic growth, burned liquidity, and its inclusion on the Jupiter strict list. Investors are actively discussing its multi-year track record and utilizing meme-driven engagement to build momentum around the token's long-term potential.

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 seeing increased community chatter surrounding its role as a key liquidity hub on the Base ecosystem, with investors closely watching potential catalyst events and revenue growth. Community sentiment remains mixed, as some participants express frustration with current price action while others double down on accumulation strategies in anticipation of long-term utility gains.

Dumb SEND IT

Dumb SEND IT ($DSIT) is gaining traction as a high-volatility meme coin on the Solana network, with the community actively celebrating its early growth, developer accessibility, and airdrop events. Traders are focused on pushing the token past key market cap milestones while encouraging engagement through aggressive social media activity and strategic buying during dips.

Back in 2011, long before “crypto Twitter”, NFTs, or VC-backed chains existed, users of the BitcoinTalk forum came up with a new currency - not to launch a network, but to make fun of btc.... and so: The first memecoin/memecurrency was born.  On May 23, 2011, a Something Awful poster cracked, “Has anyone called them buttcoins yet?”. It was sophomoric and perfect. Within weeks the gag metastasized into Buttcoin.org, a parody blog that described a “peer to peer butt” economy while cataloging mining fiascos, exchange blowups, and MLM-adjacent “innovations”.

Buttcoin

Buttcoin is surging as investors highlight its unique status as the original crypto parody project dating back to 2011, effectively blending long-standing internet lore with modern on-chain momentum. The community is buzzing over its historical significance and recent whale accumulation, framing the token as a persistent cultural movement that has outlasted years of market volatility.

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 seeing significant volatility as community members react to high trading volume and speculative price action. Discussions are heavily focused on its role as a leading Solana DEX, with many participants debating potential price targets and sharing strategies for yield farming via liquidity pools.

Seres Therapeutics, Inc. engages in the development of biological drugs through microbiome therapeutics platform. Its product pipeline includes SER-109, SER-287, SER-301, and SER-401. The company was founded by Geoffrey von Maltzahn, David A. Berry, and Noubar B. Afeyan on October 18, 2010 and is headquartered in Cambridge, MA.

Seres Therapeutics Inc

Seres Therapeutics is currently seeing intense speculative trading activity and elevated volume as investors price in hopes of a potential acquisition or partnership, specifically fueled by its ongoing relationship with Nestl. While the company continues to advance its microbiome-based pipeline, community discussion remains highly polarized between long-term holders awaiting a strategic liquidity event and traders looking to capitalize on rapid volatility and short-squeeze potential.

PENGU is the official coin of Pudgy Penguins.  Pudgy Penguins has become the face of crypto with one of the most influential communities in the industry. From large companies wearing the Penguin, to being featured in ETF commercials, to garnering millions of followers and over 100 billion views, the Pengu has become a cultural icon making PENGU the world’s social currency.  PENGU allows for the ever-expanding Pudgy Penguin fanbase and the hundreds of millions of people outside of crypto that see and share the Pudgy Penguin everyday, to join The Huddle. PENGU is a symbol for community, memes, and good vibes.  Believe in Pengu. Believe in the Prophecy.

Pudgy Penguins

Pudgy Penguins is trending as holders actively accumulate during a consolidation phase, citing the project's unique "phygital" strategy and retail presence as key pillars for long-term growth. While some investors debate the risks of meme coin volatility, the community is heavily focused on potential breakout triggers and the project's ongoing brand expansion efforts.

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

$TRUMP is experiencing intense volatility and community backlash as investors react to a high-profile Mar-a-Lago gala event for top token holders, which many participants are dismissing as a poorly timed distraction from the asset's significant decline. The community remains deeply divided, with vocal critics labeling the project a scam and pointing to its price performance, while a subset of supporters continues to speculate on potential recovery catalysts linked to broader political and market developments.

Intellia Therapeutics, Inc. is a clinical stage genome editing company, which engages in the development of curative therapeutics using the CRISPR/Cas9 system. Its CRISPR/Cas9 system transforms medicine by both producing therapeutics that permanently edit and/or correct disease-associated genes in the human body with a single treatment course, and creates engineered cells that can treat oncological and immunological diseases. The company was founded by Andrew May, Luciano Marraffini, Rodolphe Barrangou, Nessan Bermingham, Rachel Haurwitz, Erik Sontheimer, Jennifer Doudna, and Derrick Rossi in May 2014 and is headquartered in Cambridge, MA.

Intellia Therapeutics Inc

Intellia Therapeutics is trending as investors react to the FDA lifting the clinical hold on its Phase 3 MAGNITUDE trial, signaling a key de-risking event for the company's heart disease gene therapy pipeline. The community is actively discussing the stock's significant short interest and the potential for a recovery toward previous highs as traders weigh clinical progress against broader macroeconomic volatility.

Roundhill ETF Trust - Roundhill Memory ETF

The DRAM ETF is trending as investors bet on a structural AI memory supercycle, viewing high-bandwidth memory (HBM) and NAND storage as critical, supply-constrained infrastructure rather than traditional commodities. Community sentiment is overwhelmingly bullish, with active discussions focusing on the massive earnings growth from the sector's oligopoly and the ETF's unique ability to capture global exposure that was previously difficult to access.

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<ul class="summary-bullets"><li>Adagene also announced an update from the Phase 1b/2 study of Muzastotug in combination with Keytruda in patients with Microsatellite Stable Colorectal Cancer with no liver metastases.</li><li>The company stated that the results show an improved durability of response among patients in the trials.</li><li>Adagene added that Muzastotug, in combination with Merck’s Keytruda, has received Fast Track designation from the FDA.</li></ul>Adagene Inc. (ADAG) shares tanked nearly 10% in Thursday’s opening trade after the company announced a slew of updates, including the pricing of a $70 million public offering of its American depository shares.Adagene priced the public offering at $3.75 per ADS, representing a discount of nearly 19% from ADAG’s closing price on Wednesday. The offering is expected to close on April 6, 2026.Adagene also announced an update from the Phase 1b/2 study of Muzastotug in Combination with Keytruda in patients with Microsatellite Stable Colorectal Cancer (MSS CRC) with no liver metastases. The company stated that the results show an improved durability of response among patients in the trials.Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/ADAG">Adagene</a> trended in the ‘bearish’ territory at the time of writing.<h2 class="st-heading-2">Adagene Provides Update On Muzastotug Trials</h2>The company stated that Muzastotug, in combination with Merck’s Keytruda, achieved an overall response rate (ORR) of 31% in the combined 20 mg/kg dose cohort, compared to an ORR of 13% in the 10 mg/kg dose cohort.Adagene added that the median duration of response (mDOR) has not yet been achieved in the 20 mg/kg dose cohort, with responses ongoing beyond 9 months. However, the 10 mg/kg dose cohort achieved an mDOR of 6.2 months.The Progression-Free Survival (PFS) stood at 6.7 months in the 20 mg/kg cohort, outlasting the 4.8 months observed in the 10 mg/kg dose cohort, according to the company.Adagene stated that Muzastotug, in combination with Merck’s Keytruda, has received Fast Track designation from the U.S. Food and Drug Administration (FDA).In the 10 mg/kg cohort, the median overall survival was 19.8 months, with 48% of patients alive at two years. In the 20 mg/kg cohort, one-year survival was 80.8%, compared with 70.1% in the 10 mg/kg cohort.The company added that there was a 4% discontinuation rate across the two doses, and that there were no dose-limiting toxicities observed.<h2 class="st-heading-2">Adagene Teams Up With Incyte</h2>Adagene stated that it has partnered with Incyte Corp. (INCY) to evaluate the combination of muzastotug and INCA33890 in patients with MSS CRC with or without liver metastases.The company added that as a monotherapy, INCA33890 has demonstrated promising clinical efficacy and safety in immune checkpoint sensitive and insensitive cancers, including MSS CRC with and without liver metastases.<a href="https://stocktwits.com/symbol/ADAG">ADAG stock</a> is up 130% year-to-date. The Invesco Golden Dragon China ETF (PGJ) is down 14% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-china-made-ev-sales-march-2026/cZ7xoOYRI8R">Tesla’s China-Made EV Sales Rise 9% In March, Registering Fifth Straight Month Of Gains: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Trading digital board showing the data on global stock market crash. | Image source: Getty Images

Why Is ADAG Stock Tanking Today?

Adagene priced the public offering of its American depository shares at $3.75 per ADS, representing a discount of nearly 19% from ADAG’s closing price on Wednesday.

Equity

<ul class="summary-bullets"><li>Operating income tumbled 74% year-on-year due to higher spending on quick commerce expansion and AI infrastructure.</li><li>Operating cash flow decreased by 49% to RMB 36 billion, and free cash flow decreased by 71%.</li><li>Alibaba’s Cloud Intelligence unit grew revenue 36% YoY, supported by strong demand for AI-related products.</li></ul>Alibaba Group Holding (BABA) said on Thursday that it has posted its tenth consecutive quarter of triple-digit growth in AI-related product revenue, making its Cloud Intelligence unit a primary growth engine.&nbsp;&nbsp;<blockquote>“The rapid growth of AI + Cloud businesses in recent quarters gives us confidence to scale investments, further strengthening our full-stack AI capabilities.”-Eddie Wu, CCEO,&nbsp; Alibaba Group</blockquote><h2 class="st-heading-2">Profit Pressure Masks Revenue Growth&nbsp;</h2>The group’s total revenue reached RMB284.8 billion ($40.7 billion), a 2% year-over-year increase with an adjusted earnings per ADS (EPS) of RMB7.09, both missing the analysts’ consensus estimates of RMB289.72 billion and RMB10.94, respectively, according to FiscalAI data.&nbsp;Operating income plunged sharply, down 74% YoY, driven primarily by lower adjusted earnings and higher spending on quick commerce, user experience initiatives, and AI infrastructure.&nbsp;Cash generation weakened as well, with operating cash flow declined 49% to RMB36 billion and free cash flow dropping 71% to RMB39.02 billion.Within its domestic e-commerce arm, Alibaba focused on expanding its quick commerce footprint. The company rebranded Ele.me as Taobao Instant Commerce and integrated the service into its Qwen app, aiming to strengthen ecosystem synergies.<h2 class="st-heading-2">Cloud And AI Drive Momentum</h2>Alibaba’s Cloud Intelligence unit emerged as a bright spot, delivering revenue growth of 36% YoY. Demand for AI-related products fueled this expansion, marking the tenth consecutive quarter of triple-digit growth in that segment.The company continued to enhance its AI ecosystem, including the rollout of its Qwen3.5 model and expansion of its global cloud infrastructure. These advancements have strengthened its position in China’s cloud market and increased adoption across industries.<a href="https://stocktwits.com/symbol/BABA">Alibaba stock</a> traded over 4% lower in Thursday’s premarket.&nbsp;Exchange Rate: 1CNY = 0.15USDAlso See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mu-stock-draws-cheer-from-wall-street-after-blowout-earnings-ubs-new-target-implies-over-10-potential-upside/cZ3a0rvRIWx">MU Stock Draws Cheer From Wall Street After Blowout Earnings – UBS’ New Target Implies Over 10% Potential Upside</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A person holds a smartphone displaying the logo of Alibaba Group. CEO Eddie Wu said the company will increase investment in AI. (Photo by Cheng Xin/Getty Images)

Alibaba’s AI Business Hits 10 Quarters Of Triple-Digit Growth – So Why Are Investors Seeing Red?

Alibaba Group Holding (BABA) reported mixed financial results for the third quarter (Q3), as modest revenue growth contrasted with a steep decline in profitability,

Total revenue reached RMB284.8 billion, a 2% year-over-year increase with an adjusted earnings per ADS of RMB7.09.


<ul class="summary-bullets"><li>The reorganization is intended to improve collaboration between teams and speed up Qwen model adoption.</li><li>The new ‘token hub’ unit will be led directly by CEO Eddie Wu.</li><li>The latest development comes following the departure of Lin Junyang, head of the Qwen AI division.</li></ul>Alibaba Group Holding (BABA) is reportedly consolidating its artificial intelligence operations under a single division, aiming to streamline its AI development and expand monetization efforts.&nbsp;According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-03-16/alibaba-plans-major-revamp-to-heighten-focus-on-ai-profits?srnd=homepage-americas">report</a>, the move brings together the company’s research, consumer apps, and enterprise AI products.&nbsp;<a href="https://stocktwits.com/symbol/BABA">Alibaba stock</a> traded over 2% higher in Monday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘normal’ message volume levels.&nbsp;<h2 class="st-heading-2">Focus On AI Coordination</h2>The unit, called Alibaba Token Hub, will be led directly by CEO Eddie Wu and includes teams behind Alibaba’s flagship Qwen AI models, consumer-facing apps, and AI-powered enterprise solutions.&nbsp;It will also oversee the Slack-like DingTalk platform and Quark-branded devices, such as smart glasses, the report cited. The reorganization is intended to improve collaboration among researchers, product teams, and designers while accelerating adoption of Alibaba’s Qwen model.“ATH is built around a single organizing mission: create tokens, deliver tokens, and apply tokens,” said Eddie Wu.<h2 class="st-heading-2">Margin Pressures And Debt Concerns Ahead Of Q3 Earnings</h2>The latest development comes following the departure of Lin Junyang, head of the Qwen AI division.In February, Erste Group analyst Stephan Lingnau lowered Alibaba’s rating to ‘Hold’ from ‘Buy’, according to theFly. He noted that while management is focusing on generating profits from AI through cloud services and its own AI chips, shrinking profit margins and rising long-term debt are affecting results.&nbsp;The company is expected to report its third-quarter earnings on March 19. Analysts see a revenue of RMB 289.72 billion, according to Fiscal AI data.&nbsp;BABA stock has declined by over 8% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bitcoin-near-74k-crypto-stocks-bitmine-mara-bitdeer-rally/cZ32MRpRIfX">Bitcoin’s Breakout Sparks Fresh Rally In Crypto Stocks: BMNR Leads Gains In Pre-Market</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Alibaba Is Reportedly Consolidating Its AI Empire – Signaling The Next Phase Of Monetization Push

According to a Bloomberg report, the company is creating a new unit, Token Hub, to consolidate AI efforts and boost profits.

China ETFs in Spotlight as Beijing Softens GDP Growth Target for 2026

China trims its 2026 GDP goal to 4.5%-5%, putting ETFs like MCHI in focus as investors weigh tech-driven growth, stimulus effects and earnings outlook.

Shares of Duolingo Inc. (DUOL) came under pressure on Friday after two Wall Street firms sharply cut their ratings and price targets, citing doubts about the language-learning platform’s growth trajectory and monetization strategy.Though Duolingo’s fourth-quarter (Q4) revenue of $282.9 million beat the analysts’ consensus estimate of $276 million, according to Fiscal AI data, the company issued a weak booking outlook of&nbsp;10% to 12%&nbsp;growth in 2026.&nbsp;<h2 class="st-heading-2">Shifting Priorities</h2>Morgan Stanley analyst Nathan Feather downgraded the stock to ‘Equal Weight’ from ‘Overweight’ and slashed his price target to $100 from $245, according to TheFly.&nbsp;The firm acknowledged it misjudged Duolingo’s ability to expand revenue per user alongside audience growth, adding that management now plans to ramp up spending while easing its focus on gaining revenue from users.Feather said Duolingo is boosting investment to revive slowing daily active user trends. That strategy includes dialing back monetization efforts to strengthen the platform’s appeal, particularly for free users. Morgan Stanley cautioned that it is uncertain if the recalibration can aid in user expansion.<a href="https://stocktwits.com/symbol/DUOL">Duolingo stock</a> traded over 24% lower in Friday’s premarket. However, on Stocktwits, retail sentiment around the stock jumped to ‘extremely bullish’ from ‘bearish’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘low’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_27_050215_png_fc1968da36.webp" alt="DUOL’s Sentiment Meter and Message Volume as of 05:15 a.m. ET on Feb. 27, 2026 | Source: Stocktwits" width="929" height="99"><figcaption>DUOL’s Sentiment Meter and Message Volume as of 05:15 a.m. ET on Feb. 27, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Evercore Downgrades Stock</h2>Separately, Evercore ISI analyst Mark Mahaney also downgraded the stock, moving it to ‘In Line’ from ‘Outperform.’ He cut his price target to $114 from $330 after trimming forecasts following the company’s Q4 results.Mahaney said the company is “aggressively pivoting” away from near-term revenue optimization toward initiatives designed to broaden its user base. By prioritizing improvements to the free offering, Evercore believes Duolingo may limit its immediate revenue upside.&nbsp;The firm warned that this approach “significantly reduces” the chances of a substantial near-term re-rating in the stock.DUOL stock has declined by more than 68% over the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/xyz-stock-rips-after-layoffs-jack-dorsey-concedes-overhiring/cZTcXmERIRC">Block Stock Rips Toward Best Day In 4 Years After Layoffs: Jack Dorsey Concedes Pandemic Over-Hiring</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A laptop keyboard and Duolingo on App Store displayed on a phone screen are seen in this illustration photo. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

DUOL Stock Tumbles 24% Pre-Market Today: Wall Street Questions Growth Strategy, Monetization Pivot

Morgan Stanley acknowledged that it misjudged Duolingo’s ability to expand revenue per user alongside audience growth, adding that management now plans to ramp up spending while easing its focus on revenue growth.

Baidu Unveils First Dividend and $5 Billion Buyback Plan: ETFs in Focus 

Baidu unveils its first-ever dividend and a $5 billion buyback plan, signaling a shift toward shareholder returns. ETFs tied to BIDU come into focus.

<ul class="summary-bullets"><li>Currently, Baidu trades on the Nasdaq and also maintains a secondary listing on the Hong Kong Stock Exchange.&nbsp;</li><li>The contemplated upgrade could allow broader participation from mainland Chinese capital.</li><li>On January 2,&nbsp;Baidu said that its AI chip unit, Kunlunxin, submitted an application to the Hong Kong Stock Exchange for a possible spin-off.</li></ul>Baidu Inc. (BIDU) is reportedly evaluating a move that could significantly reshape how global and mainland investors access its shares as the Chinese technology and AI powerhouse is in early discussions about shifting its Hong Kong listing to “primary” status.According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-01-14/baidu-is-said-to-explore-upgrading-hk-listing-to-primary-status?srnd=homepage-americas">report</a>, the change is expected to broaden its investor base and potentially shield the firm from geopolitical risks tied to U.S.-China tensions.<h2 class="st-heading-2">Context Of The Review</h2>Currently, Baidu trades on the Nasdaq and also maintains a secondary listing on the Hong Kong Stock Exchange.&nbsp;According to the report, this structure makes its shares more accessible in Asia but leaves mainland Chinese investors unable to trade them through cross-border channels like Stock Connect, which links exchanges in Hong Kong and the Chinese mainland.&nbsp;The contemplated upgrade could change that dynamic, allowing broader participation from mainland Chinese capital.&nbsp;<a href="https://stocktwits.com/symbol/BIDU">Baidu stock</a> traded over 2% higher in Wednesday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory while message volume shifted to ‘normal’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_14_051618_png_acd8e3bd03.webp" alt="BIDU’s Sentiment Meter and Message Volume as of 05:15 a.m. ET on Jan. 14, 2026 | Source: Stocktwits" width="933" height="102"><figcaption>BIDU’s Sentiment Meter and Message Volume as of 05:15 a.m. ET on Jan. 14, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Geopolitical And Market Drivers</h2>A primary listing would help Baidu mitigate the threat of tightening U.S. regulatory pressures, especially since Chinese tech firms have faced heightened scrutiny and potential delisting risks on U.S. exchanges.According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/04/23/cnbc-the-china-connection-newsletter-chinese-stocks-risk-us-delisting.html">report</a>, in 2025, President Donald Trump’s “America First Investment Policy” memorandum raised renewed concerns about whether Chinese companies could be delisted from U.S. stock exchanges.<h2 class="st-heading-2">Baidu’s Strategic Growth And AI Focus</h2>The latest move comes after&nbsp;Baidu said that its AI chip unit, Kunlunxin, submitted an application to the Hong Kong Stock Exchange on January 1, setting the stage for a possible spin-off and separate debut.Baidu’s consideration attains importance as China aims to close the AI dominance gap. According to a Financial Times report, Microsoft President Brad Smith said U.S. artificial intelligence companies are losing ground to Chinese competitors in attracting users outside Western countries.&nbsp;BIDU stock has gained over 87% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/visa-teams-up-with-bvnk-to-enable-stablecoin-payments-amid-washington-s-push-for-clarity/cmUL7c0R4eP">Visa Teams Up With BVNK To Enable Stablecoin Payments Amid Washington’s Push For Clarity</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Baidu logo is seen displayed on a smartphone screen. 

Baidu Reportedly Weighs Hong Kong Primary Listing Amid Rising US-China Market Tensions

According to a Bloomberg report, the change is expected to broaden Baidu’s investor base and potentially shield the firm from geopolitical risks tied to U.S.-China tensions.

ETFs in Spotlight as Alibaba Misses on Q2 Earnings Despite Higher Revenues

Alibaba's fiscal Q2 profit plunge and rising AI investments put ETFs like PGJ and ONLN in focus for diversified e-commerce exposure.

<ul class="summary-bullets"><li>The delivery numbers from last week reportedly include 4,300 units of its main brand Nio, 4,500 units from its sub-brand Onvo, and 1,500 units from its Firefly brand.&nbsp;</li><li>In September, Nio CEO William Li said on the company’s post-earnings call that it is aiming to deliver an average of 50,000 units per month across all three brands in the fourth quarter.&nbsp; &nbsp;</li></ul>Chinese EV maker Nio (NIO) reportedly delivered 10,300 vehicles last week, marking the second consecutive week with deliveries surpassing 10,000 units.CnEVPost <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://cnevpost.com/2025/10/28/nio-delivers-10300-cars-week-oct-26/">reported</a> on Tuesday, citing local media Securities Times, that last week's deliveries included 4,300 units of its main brand, Nio, 4,500 units from its sub-brand, Onvo, and 1,500 units from its Firefly brand.<h2 class="st-heading-2">Nio’s EV Delivery Growth</h2>The company is rapidly ramping up EV deliveries. In the third quarter, it delivered 87,071 vehicles, up 40.8% year over year. In late September, the company launched its premium three-row SUV, the all-new ES8, which it expects to boost deliveries in the fourth quarter.In September, Nio CEO William Li <a href="https://stocktwits.com/news-articles/markets/equity/nio-expects-sales-bump-for-remainder-of-year-after-new-models-bring-strong-demand/chv6z3WRdFg">said</a> on the company’s post-earnings call that it is aiming to deliver an average of 50,000 units per month across all three brands in the fourth quarter, for a total quarterly delivery target of 150,000 units.He added that, with the new ES8 and the Onvo L90, launched on July 31, the company sees higher market demand than it expected before launch.Li also said in September that the company is focusing on ramping up production for its existing models and has therefore decided not to launch or deliver any new models this year. While the company had previously planned to launch the Onvo L80 this year, it has now decided to postpone it due to capacity constraints, he said.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around NIO stayed within the ‘bearish’ territory over the past 24 hours, while message volume stayed at ‘low’ levels.<a href="https://stocktwits.com/symbol/NIO">NYSE-listed NIO shares</a> have gained 61% this year and about 21% over the past 12 months.&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/equity/tesla-registrations-slumped-nearly-19-percent-in-eu-in-september-despite-rising-ev-demand/cLGjW7LR3HL">Tesla Registrations Slumped Nearly 19% In EU In September Despite Rising EV Demand</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Nio logo is seen at the NIO booth in the National Exhibition Center in Shanghai, China. (Photo by Ying Tang/NurPhoto via Getty Images)

Nio Reportedly Sold Over 10,000 Vehicles For Two Consecutive Weeks

The delivery numbers from last week reportedly include 4,300 units of its main brand Nio, 4,500 units from its sub-brand Onvo, and 1,500 units from its Firefly brand. 

Nio, Inc. (NIO) shares climbed over 2% in the early premarket trading on Wednesday after the Chinese electric-vehicle (EV) maker reported record monthly and quarterly deliveries.On Stocktwits,&nbsp;<a href="https://stocktwits.com/symbol/NIO">Nio’s stock</a> was among the top five trending equity tickers as of early Wednesday. That said, sentiment toward the stock was ‘neutral’ (51/100) early Wednesday, although improving from the ‘bearish’ mood seen the day before. The message volume on the stream was at 'normal' levels.<figure class="image"><img style="aspect-ratio:615/56;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_01_at_5_18_49_AM_png_68ecd9dbdc.webp" alt="Screenshot 2025-10-01 at 5.18.49 AM.png" width="615" height="56"><figcaption>NIO sentiment and message volume as of 5:15 a.m. ET, Oct. 1 | source: Stocktwits</figcaption></figure>Shanghai, China-based Nio reported deliveries of 34,749 in September,&nbsp;representing a 64% increase from the same month last year. On a quarter-over-quarter basis, sales rose 11%. Brand-wise breakup is as follows:<ul><li>Nio-branded premium EVs: 13,728 premium&nbsp;</li><li>Onvo-branded smart family EVs: 15,246&nbsp;</li><li>Firefly branded small, smart, high-end EVs: 5,775 vehicles</li></ul>&nbsp;Earlier in the day, Chinese peers XPeng (XPEV) and Li Auto (LI) also reported&nbsp;their delivery&nbsp;figures, with the former clocking 95% YoY and 10% sequential growth to 41,581 EVs. The latter’s September deliveries were at 33,951 units, marking a more modest 19% YoY climb.Nio delivered 87,071 vehicles in the third quarter, also a record and representing a 40.8% YoY increase. The performance, however, aligned with the low end of the guidance range of 87,000 to 91,000 units, issued in early September.Nio officially launched its flagship premium SUV, the all-new ES8, on September 20, with user deliveries starting shortly after. “Setting a new benchmark for the premium large three-row battery electric SUVs, the All-New ES8 offers users a refined, safe, and seamless experience on every journey towards a new horizon,” the company said.A bullish watcher on the Stocktwits platform lauded the deliveries report as “big news.” “The road ahead? Even brighter. Let’s keep breaking records together,” they said.<stembedurl>https://stocktwits.com/Monadgrips/message/630582379</stembedurl>Another user saw a big day ahead for the stock.<stembedurl>https://stocktwits.com/Monadgrips/message/630582165</stembedurl>For the year-to-date period, Nio stock has gained about 75%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/alphabet-stock-outperformed-mega-cap-tech-peers-in-q3-thanks-to-38-quarterly-jump-best-in-nearly-2-decades-but-retail-holds-off/chCoUELR3aG">Alphabet Stock Outperformed Mega-Cap Tech Peers In Q3, Thanks To 38% Quarterly Jump — Best In Nearly 2 Decades: But Retail Holds Off</a>

Why Tesla’s Chinese Rival Nio’s Stock Is Accelerating Premarket Today?

Shanghai, China-based Nio reported deliveries of 34,749 in September, up 64% from the same month last year.

Shanghai, China-based Nio reported deliveries of 34,749 in September, representing a 64% increase from the same month last year.

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