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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is facing intense downward pressure driven by a combination of broader market volatility, sector-wide rotation out of mega-cap tech, and investor anxiety following recent legal rulings regarding addictive product design. While some in the community are panic-selling and calling for further declines, many retail participants are debating whether these developments represent a long-term structural threat to the companys business model or a temporary overreaction providing a lucrative buying opportunity.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group is trending due to market volatility sparked by uncertainty surrounding the ongoing military conflict with Iran, with participants actively debating the company's fundamentals against the backdrop of broader geopolitical instability. The discussion on social platforms is highly polarized, focusing on skepticism regarding official administration announcements, concerns over economic repercussions, and intense commentary on leadership credibility.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unity Software is drawing significant attention after reporting preliminary Q1 financial results that exceeded guidance and revealing plans to wind down its non-core ironSource Ads Network to focus on higher-growth segments like Unity Vector. While some investors are expressing optimism about a potential bottom and long-term recovery fueled by AI integration and strategic cost-cutting, others remain wary of the stock's persistent volatility and the broader sector-wide headwinds affecting software valuations.

Kodiak Sciences, Inc. is a clinical-stage biopharmaceutical company, which engages in the research, development, and commercialization of therapeutics for retinal diseases. Its product pipeline includes KSI-301 for wet AMD, KSI-301 for diabetic eye disease, KSI-501 for DME and uveitis, KSI-201 for resistant wet AMD, and KSI-401 for dry AMD. The company was founded by Stephen A. Charles and Victor Perlroth in 2009 and is headquartered in Palo Alto, CA.

Kodiak Sciences Inc

Kodiak Sciences is trending as investors digest positive topline results from the GLOW2 Phase 3 study, which met primary and secondary endpoints for treating diabetic retinopathy. The community is actively debating the company's regulatory path and potential for a short squeeze, while highlighting the significance of the clinical data in de-risking the pipeline and reigniting interest in its long-acting therapeutic platform.

Wave Life Sciences Ltd. is a clinical-stage biotechnology company, which focuses on developing its proprietary RNA medicines platform and PRISM. It also develop and commercialize a pipeline RNA medicines in a variety of therapeutic areas. The company was founded by Gregory L. Verdine and Takeshi Wada on July 23, 2012 and is headquartered in Singapore.

Wave Life Sciences Ltd.

Wave Life Sciences Ltd

Wave Life Sciences is currently a major focal point for investors as the community debates the implications of its recent clinical data and the company's strategic decision to regain full control of its AATD program from GSK. While some investors are concerned about volatility following a secondary offering, others are actively discussing the potential for the firm's RNA-editing platform to provide a best-in-class obesity treatment, with many eyes on upcoming data readouts and the possibility of strategic M&A interest.

Greenland Energy Co.

Greenland Energy is capturing significant market attention following its business combination with Pelican Acquisition Corporation and the strategic appointment of former TD Ameritrade CEO Joe Moglia. Investors are actively discussing the company's ambitious energy exploration projects in the Jameson Land Basin and the potential for a short squeeze, while highlighting the involvement of major players in the energy logistics sector.

Madrigal Pharmaceuticals, Inc. engages in the development and commercialization of innovative therapeutic candidates for the treatment of cardiovascular, metabolic, and liver diseases. Its lead product, MGL-3196, is used for the treatment of non-alcoholic steatohepatitis and familial hypercholesterolemia. The company was founded by Rebecca A. Taub, Frederick Bernard Craves, and Edward Chiang on March 10, 2000 and is headquartered in West Conshohocken, PA.

Madrigal Pharmaceuticals Inc

Madrigal Pharmaceuticals is trending as investors digest a wave of positive analyst upgrades and persistent M&A speculation, with the community actively debating whether the stock's long-term potential as the first-to-market MASH treatment justifies current valuations. While sentiment remains divided between those expecting a near-term buyout and those favoring a long-term hold, discussions are heavily focused on the company's ability to maintain its market lead amidst expanding competition.

On Holding AG engages in the development and distribution of sports products such as footwear, apparel, and accessories for high-performance running, outdoor, all-day activities, and tennis. It sells its products worldwide through independent retailers and global distributors, its own online presence, and its own stores. The company was founded by David Allemann, Olivier Bernhard, and Caspar Coppetti in January 2010 and is headquartered in Zurich, Switzerland.

On Holding AG - Ordinary Shares Class A

On Holding AG

On Holding is experiencing intense volatility and downward pressure as investors rotate out of consumer apparel and footwear stocks amid tariff concerns and shifting growth expectations. Despite the sell-off, the community remains deeply divided, with many bulls highlighting robust brand momentum, consistent earnings beats, and successful market share gains against industry giants as reasons to accumulate on the dip.

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

The SPY is trending as traders grapple with extreme volatility and geopolitical uncertainty, with the community actively debating whether recent "taco" announcementspresidential tweets delaying strikes on Iranian energy sitesare genuine catalysts for a recovery or merely temporary market manipulation. Investors are increasingly skeptical of these repeated deadline extensions, leading to a focus on institutional accumulation patterns versus potential technical breakdowns as the market navigates significant risk-off sentiment.

Akamai Technologies, Inc. engages in the provision of cloud services for delivering, optimizing, and securing content and business applications over the Internet. Its products include security, web performance, media delivery, and network operator. The company was founded by Frank T. Leighton, Jonathan Seelig, Randall S. Kaplan, and Daniel M. Lewin on August 20, 1998 and is headquartered in Cambridge, MA.

Akamai Technologies Inc

Akamai is currently trending as investors focus on the company's strategic pivot toward edge computing and AI-driven cybersecurity infrastructure. Community discussion is heavily centered on the company's partnership with NVIDIA and its potential to capture long-term structural opportunities in AI inferencing, despite recent volatility driven by earnings guidance and broader sector-wide macro pressures.

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<ul class="summary-bullets"><li>New registrations for Fiat, Renault, Mercedes, and Volvo vehicles surged by more than 20% each in France.</li><li>Tesla’s struggles extended into January, after European registrations fell 20% year over year in December.</li><li>Stock has been under spotlight since the company unveiled a $20 billion investment plan focused on autonomous driving and robotics.</li></ul>Shares of Tesla Inc (TSLA) fell more than 2% in pre-market trading on Monday after the electric vehicle (EV) posted a significant decline in new registrations across France and Norway in January.In France, new registrations fell 42% in January to 661 vehicles, according to auto body Plateforme automobile (PFA). Meanwhile, new registrations for Fiat, Renault, Mercedes, and Volvo vehicles surged by more than 20% each.New registrations in Norway, typically a strong market for Tesla, saw an even steeper 88% plunge to 83 new registrations from 689 a year earlier, according to OFV. Citroen and JAC recorded the largest increases in new registrations in the country in January.<h2 class="st-heading-2">European Struggles</h2>Tesla’s struggles extended into January, after European registrations fell 20% year over year in December, even as the broader battery electric vehicle (BEV) market jumped 50%. In 2025, Tesla’s European registrations declined about 27% to 238,656 units.<h2 class="st-heading-2">Tesla’s Robotics Drive</h2><a href="https://stocktwits.com/symbol/TSLA">Tesla's shares</a> have been under the spotlight ever since the company unveiled a $20 billion investment plan focused on autonomous driving and robotics, alongside stronger-than-expected fourth-quarter results. CEO Elon Musk also said Tesla will begin phasing out production of its premium Model S and Model X vehicles next quarter.&nbsp;Capital expenditures are set to surge from $8.5 billion in 2026 as Tesla scales output of the Cybercab, Tesla Semi, and Optimus robot, with the Fremont factory shifting toward robot production. The company expects to reveal the next-generation Optimus in the first quarter and start manufacturing by year-end. Tesla reported Q4 earnings of $0.50 per share on $24.9 billion in revenue, topping estimates.<h2 class="st-heading-2">Retail Reaction</h2>Retail sentiment on Stocktwits remained in the ‘extremely bearish’ zone over the past 24 hours, amid ‘high’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/TSLA_jpg_477b1d0370.webp" alt="TSLA.jpg" width="919" height="103"><figcaption>TSLA's Sentiment Meter and Message Volumes on Feb. 2, 2026 | Source: Stocktwits</figcaption></figure>Year-to-date, TSLA shares have declined nearly 9%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Brand new Tesla cars sit parked at a Tesla dealership

Tesla’s New Registrations For January Plummet In France and Norway – TSLA Stock Declines Over 2%

In France, new registrations fell 42% in January to 661 vehicles, while Norway saw an even steeper 88% decline.

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<ul class="summary-bullets"><li>Dan Ives reiterates position that Tesla has the potential to reach a $2 trillion market capitalization in early 2026.</li><li>Goldman Sachs said Tesla’s valuation has long hinged on AI-driven profits, which will come under even greater scrutiny as planned capital spending ramps up.</li><li>Barclays maintained an ‘Equal Weight’ rating and a $360 price target.</li></ul>Tesla shares are in focus after the company announced a $20 billion push into autonomous driving and robotics, following a fourth-quarter earnings report that topped Wall Street expectations.CEO Elon Musk also announced that Tesla plans to wind down production of its higher-end Model S and Model X vehicles starting next quarter.Tesla plans to spend more than $20 billion in capital expenditures in 2026, up from $8.5 billion in 2025, as it ramps up production of the Cybercab, Tesla Semi, and Optimus robot, with the Fremont factory shifting to Optimus lines. The company expects to unveil the next-generation Optimus in the first quarter and begin production by year-end.Tesla also reported Q4 earnings of $0.50 per share and a revenue of $24.9 billion, both beating Wall Street estimates. The company also disclosed a roughly $2 billion investment in xAI to strengthen its ability to deploy AI-driven products and services.<h2 class="st-heading-2">What Are Analysts Saying?</h2>Dan Ives, managing director at Wedbush Securities, reiterated his position that Tesla has the potential to reach a $2 trillion market capitalization in early 2026, with a bull-case path to $3 trillion by the end of the year as its AI strategy gains traction. Wedbush maintained an ‘Outperform’ rating and a $600 price target, around 37% upside from current levels.Meanwhile, Barclays said the pivot to physical AI ‘will be costly’, according to the Fly. While the firm reiterated an ‘Equal Weight’ rating and a $360 price target, it cautioned that the transition will be costly, highlighting a sharp spike in capital spending expected in 2026.Goldman Sachs said Tesla’s valuation has long hinged on AI-driven profits, which will come under even greater scrutiny as planned capital spending ramps up but lifted its price target to $405 from $400 while maintaining a ‘Neutral’ rating, citing better-than-expected Q4 results and stronger margins.<h2 class="st-heading-2">Stock Watch</h2><a href="https://stocktwits.com/symbol/TSLA">TSLA shares</a> fell 1.3% after the opening bell on Thursday, with retail sentiment turning ‘extremely bearish’ from ‘bullish’ a day earlier.One user stated that it's hard to call Tesla a great investment.<stembedurl>https://stocktwits.com/Lalfie74/message/643277166</stembedurl>Another user looked to book profits.<stembedurl>https://stocktwits.com/bgran/message/643277335</stembedurl>Year-to-date, the stock has declined around 7%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/why-lmt-stock-rising-today/cmyifUlR4Ko">LMT Stock Jumps 6% In Pre-Market – What’s Driving The Rally?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Tesla, Inc. (NASDAQ: TSLA) releases a financial earnings report on October 23, 2025. (Photo by Mike Campbell/NurPhoto via Getty Images)

Tesla Bets Big On Autonomy And Robots As Analysts Weigh Costs And Upside

Barclays said the pivot to physical AI ‘will be costly’, stating a sharp spike in capital spending expected in 2026.

<ul class="summary-bullets"><li>From January through December, Tesla’s European registrations dropped around 27% to 238,656 units.</li><li>In the European Union (EU) alone, Tesla’s new registrations declined nearly 32% in December.</li><li>BYD reported 27,678 new registrations in December, a 230% increase from the previous year.</li></ul>Tesla Inc.’s (TSLA) European challenges intensified in December, as fresh data from the European Automobile Manufacturers’ Association (ACEA) showed a sharp decline in registrations despite a booming electric vehicle (EV) market.&nbsp;Its shrinking market share adds to concerns about competitive pressures heading into 2026.Tesla recorded 35,280 new registrations during the month, down 20% year over year from 44,190 units. This underperformance stood in stark contrast to the broader battery-electric vehicle (BEV) market, where registrations surged 50.3% to 308,955 units. As a result, Tesla’s BEV market share fell to 11.4%, nearly halving from 21.5% a year earlier.The weakness was even more pronounced over the full year. From January through December, Tesla’s European registrations dropped around 27% to 238,656 units.<h2 class="st-heading-2">Chinese Competitors Hurt Market Share</h2>Meanwhile, competition from China continued to gain ground. BYD reported 27,678 registrations in December, marking a remarkable 230% increase from the previous year. For full-year 2025, BYD’s European registrations jumped to 187,657, up from just 50,912 in 2024.SAIC also reported solid growth. New registrations in December rose more than 15% year over year to 31,806 units, while full-year registrations climbed 25% to 305,717.In the European Union (EU) alone, Tesla’s new registrations declined nearly 32% in December and 38% in 2025. Overall, new car registrations in the EU edged up by 1.8% in 2025, but volumes remain well below pre-pandemic levels. Battery-electric vehicles captured a 17.4% share of the market.Globally, BYD sold 2,256,714 battery-electric vehicles in 2025, overtaking Tesla’s 1,636,129 units for the first time, according to a CnEVPost on Tuesday.<h2 class="st-heading-2">Stock Watch</h2><a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> was up 0.6% in pre-market trading on Tuesday, having closed 3% lower in the previous session. Tesla’s Director of Vehicle Operations and Engineering at Fremont, Benjamin Bate, reportedly left the company to join Chemelex, marking another senior departure, adding to a growing list of high-profile leadership changes at Tesla over the past two years.Retail sentiment on Stocktwits remained in bullish territory over the past 24 hours.&nbsp;<img src="https://news.stocktwits-cdn.com/TSLA_jpg_7eae58b5a8.webp" alt="TSLA.jpg">The stock is up more than 10% over the past year, though it has slipped about 4% so far in 2026.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/unh-stock-falls-cautious-fy26-guidance-medicare-pressures/cmyavPbR4LE">UNH Stock Slides Pre-Market: United Health Warns Of Softer FY26 As Medicare Pressures Mount</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tesla Is Losing Ground In Europe Even As EV Demand Accelerates

Tesla’s new registrations in Europe fell to 35,280 in December, even as the broader battery-electric vehicle market saw new registrations surge more than 50%.

TSLA Stock Falls Below 100-DMA For First Time In Over Six Months – Retail Expects Shares To Hit $400 Mark Soon

While the stock tracked broader market weakness on Tuesday, it has underperformed the key indices year to date.

Beyond Tesla: Why GM and Ford Heavy ETFs Could Be Safer Bets Now?

GM and Ford-focused ETFs like RPV, MADE, and COWZ may offer investors stability as Tesla faces a post-subsidy demand cliff.  

Tesla Tops Mag-7 Group in a Month: ETFs in Focus 

Tesla soars 25.3% in a month, lifting ETFs like TESL, TSLT and TSLW as robotaxi wins, Giga Berlin boost and delivery hopes fuel gains.


House Passes Trump's "Big, Beautiful Bill": ETFs in Focus 

TSLW may face pressure as the "Big, Beautiful Bill" axed EV tax credits and slashed support for clean energy.

Time to Ride Tesla ETFs on Recent Stock Rebound & Robotaxi Launch?

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