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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 is trending following earnings, with the community debating the impact of increased AI spending and a one-time tax charge despite strong revenue numbers.  Bulls view the dip as a buying opportunity, expecting a quick recovery, while bears are concerned about Meta's aggressive investment strategy and potential impact on profitability. Technical levels and potential support zones are being closely watched for signs of a bottom.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Thompson Falls, MT.

United States Antimony Corp.

United States Antimony Corp

UAMY is trending following news of significant antimony mining developments in Montana and an increase to its FY2026 revenue guidance, driving optimism among investors. Community discussions revolve around the potential for a short squeeze and the company's strategic positioning as a key antimony supplier outside of China. Some investors are also speculating about a potential hostile takeover bid for Larvotto Resources.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet's stock is trending as strong AI demand and advertising growth drove its Q3 revenue above expectations, prompting increased capital expenditure forecasts and community excitement. Investors are reacting positively to Alphabet's favored cash flow strategy and AI investments, while some analysts are predicting further gains. Community members are actively discussing the stock's potential to reach new price levels and its long-term investment value.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle's stock is trending due to concerns about slowing growth and reduced guidance, sparking debate about its valuation and future prospects. Community discussions center on whether the brand is losing its value proposition amid rising prices and inconsistent portions, with some criticizing the CEO's handling of the situation. Investors are weighing whether the dip presents a buying opportunity or signals deeper issues within the company and the broader consumer discretionary sector.

Alphabet Inc - Ordinary Shares - Class C

GOOG is trending as the stock price reaches new highs, driven by optimism surrounding AI and cloud services. Community members are discussing earnings expectations and debating whether the stock is overbought. Some are highlighting a new partnership to restart a nuclear power plant.

Comcast Corp. engages in the provision of video, Internet, and phone services. It operates through the following segments: Residential Connectivity and Platforms, Business Services Connectivity, Media, Studios, and Theme Parks. The Residential Connectivity and Platforms segment consists of residential broadband and wireless services and Sky-branded entertainment television networks and advertising. The Business Service Connectivity segment offers broadband, wireline voice and wireless services through small to medium customers and large enterprises through the HFC network. The Media segment consists of NBCUniversal’s television and streaming platforms, including national, regional, and international cable networks. The Studios segment focuses on NBCUniversal’s film and television studio production and distribution operations. The Theme Parks segment operates Universal theme parks in Orlando, Florida, Hollywood, California, Osaka, Japan, and Beijing, China. The company was founded by Ralph Roberts in 1963 and is headquartered in Philadelphia, PA.

Comcast Corp - Ordinary Shares - Class A

Comcast Corp

Comcast is trending due to recent earnings and the Versant spin-off, with community discussion focusing on broadband subscriber losses versus growth in wireless and theme parks. Some believe the company is undervalued, especially with a potential acquisition of WBD, while others are concerned about cord-cutting and competition. Community members are actively weighing the impact of these factors on the stock's future performance.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending with analysts reiterating overweight ratings and raising price targets, while the community discusses solid sentiment after earnings. The stock's movement is also influenced by broader tech sector trends, with attention on cloud revenue growth and AI investments. Some traders are weighing MSFT against other tech giants like META and GOOGL.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products consist of diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly in May 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Eli Lilly is trending due to strong Q3 earnings, driven by high demand for weight loss drugs Mounjaro and Zepbound, which beat revenue expectations and raised the FY25 guidance. The community is focused on the impact of this GLP-1 momentum, potential FDA approvals, and the company's strategic partnerships in AI, viewing LLY as a leader in the pharmaceutical sector.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is trending due to a mix of tech earnings and anticipation surrounding a potential trade agreement between the U.S. and China. Community discussion revolves around whether positive outcomes from the Trump-Xi meeting are already priced in, especially with mixed reactions to earnings from major tech companies like Meta and Microsoft. Concerns about AI spending and its impact on company financials are also contributing to market volatility.

Roblox Corp. engages in the provision of online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud. Roblox Client is an application that allows users to explore 3D digital worlds. Roblox Studio is the toolset that allows developers and creators to build, publish, and operate 3D experiences and other content accessed with Roblox Client. Roblox Cloud includes the services and infrastructure that power the human co-experience platforms. The company was founded by Erik Cassel and David B. Baszucki in March 2004 and is headquartered in San Mateo, CA.

Roblox Corporation - Ordinary Shares - Class A

Roblox Corp.

Roblox ($RBLX) is trending due to mixed reactions to company performance and future outlook. While some celebrate strong user growth and engagement, others express concerns about profitability, valuation, and safety on the platform. Community discussions also involve potential analyst upgrades and potential impact from institutional investors.

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Shares of General Motors and Ford fell on Thursday as major automakers warned that a deepening semiconductor disruption tied to a dispute between China and the Dutch government could soon hit U.S. and European vehicle production.<a href="https://stocktwits.com/symbol/GM">General Motors’ stock</a> slipped 0.8% to close at $57.34 on Thursday, while&nbsp;<a href="https://stocktwits.com/symbol/F">Ford’s stock</a> edged 0.2% lower to $11.74.&nbsp;Automakers Warn Of Supply Chain RisksThe European Automobile Manufacturers’ Association (ACEA) said carmakers and suppliers had been notified by chipmaker Nexperia that it could no longer guarantee deliveries, warning that manufacturing could be significantly disrupted. The notice comes as automakers already face supply-chain pressure from tariffs, foreign competition, and softening demand, according to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/autos-transportation/automaker-group-warns-nexperia-chip-supply-issue-could-quickly-disrupt-us-2025-10-17/">report</a>.In the U.S., the trade group Alliance for Automotive Innovation, whose members represent automakers such as GM and Ford as well as Toyota, Volkswagen, Hyundai, Stellantis and other companies, urged both governments to resolve the issue quickly before it worsens.&nbsp;John Bozzella, the group’s CEO, said if chip shipments don’t resume soon, auto production in the U.S. and elsewhere will be disrupted with consequences for other parts of the economy.Some automakers said that U.S. production could be affected as early as next month. The chips made by Nexperia, although not technically advanced, are produced in large volumes and are essential for manufacturing vehicle parts and components.Nexperia At Center Of DisputeThe dispute began after the Dutch government moved on Sept. 30 to take control of Nexperia, a Chinese-owned chipmaker, citing national security worries about technology potentially flowing to its parent company, Wingtech, which is already under U.S. export restrictions.&nbsp;Just days later, on Oct. 4, China’s commerce ministry struck back, blocking Nexperia’s Chinese operations and subcontractors from exporting certain parts and subassemblies.Carmakers Brace For FalloutStellantis, whose brands include Jeep, Peugeot, and Fiat, said it was collaborating with Nexperia and other suppliers to assess potential impacts and develop mitigation measures. Meanwhile, Automakers including Volkswagen and BMW said their European plants have not yet been affected but are monitoring supply chains closely.Retail-Trader Sentiment For GM, Ford SplitOn Stocktwits, retail sentiment toward General Motors was ‘bullish’, while sentiment for Ford was ‘neutral’, with both tickers seeing ‘low’ message volume.While Ford’s stock has risen 26% so far this year, General Motors’ stock has climbed 9% over the same period.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A large number of vehicles of various brands under General Motors were neatly lined up at the finished vehicle transfer base of General Motors in Shanghai, China. (Photo credit should read CFOTO/Future Publishing via Getty Images)

GM, Ford Stocks Slip As China-Dutch Chip Dispute Over Nexperia Sparks Fresh Supply Chain Fears

The dispute erupted after the Dutch government seized control of Chinese-owned Nexperia over security concerns, triggering retaliation from Beijing and raising fears of another supply shock for the auto industry.

Equity

Global automakers are reportedly relying more on Chinese technology to fast-track electric vehicles, with Ford, Toyota, Renault and Volkswagen joining Audi in adopting Chinese EV platforms, software and powertrains to cut costs and shorten timelines.Audi’s turning point came in 2021, when its executives were stunned by the Zeekr 001, a long-range EV with European styling. “The Zeekr 001 back then shocked quite everyone,” said Stefan Poetzl, president of SAIC Audi Sales and Marketing, according to a Reuters&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/autos-transportation/china-inside-how-chinese-ev-tech-is-reshaping-global-auto-design-2025-09-11/">report</a>.&nbsp;In response, Audi partnered with SAIC to develop the Audi E5 Sportback, built in just 18 months with Chinese batteries, electric drive systems, infotainment and advanced driver assistance. The $33,000 model will be delivered to Chinese buyers this month.Other global players are pursuing similar strategies. Toyota is co-developing China-dedicated models with Guangzhou-based GAC, while Volkswagen has expanded plans with Xpeng that cover both EV and fuel models.&nbsp;Renault built the Dacia Spring on a Dongfeng platform and is apparently developing a new electric Twingo in Shanghai with support from Launch Design. Ford is actively seeking a Chinese partner, with CEO Jim Farley praising local models such as Xiaomi’s SU7 sedan.Stellantis has already taken the step of licensing technology: CEO Zhu Jiangming said its partner Leapmotor will sell EVs overseas and is in talks with other brands to license its platform.&nbsp;Abu Dhabi-based CYVN Holdings, an investor in Nio, has also reportedly built a premium EV using Nio’s chassis and software, with plans to sell under the McLaren brand.Analysts say the model resembles the “Intel Inside” campaign of the 1990s, where Chinese EV makers package chassis, batteries and software into ready-made kits for foreign manufacturers.&nbsp;The approach saves billions in R&amp;D and years of development, while providing Chinese companies with valuable licensing revenue amid a bruising domestic price war and mounting trade tensions abroad.“It is a very smart, win-win solution,” said Will Wang, general manager of Shanghai-based consultancy Autodatas. Marco Santino of Oliver Wyman added that the “firepower” of China’s fierce EV competition allows legacy carmakers to bring higher-quality products to market more quickly.But some warn of long-term risks. Former Aston Martin CEO Andy Palmer cautioned that over-reliance on outside technology could leave traditional automakers as “just a retailer.”&nbsp;Analysts also noted that companies like Volkswagen are seeking to blend Chinese systems with their own to preserve brand differentiation.On Stocktwits, retail sentiment was ‘bearish’ for Ford amid ‘low’ message volume, while it was ‘neutral’ for Toyota with ‘high’ volume, Renault with ‘low’ volume, and Volkswagen with ‘normal’ volume.So far this year,&nbsp;<a href="https://stocktwits.com/symbol/F">Ford</a> is up 22.5%,&nbsp;<a href="https://stocktwits.com/symbol/TM">Toyota’s U.S.-listed stock</a> has gained 3.2%,&nbsp;<a href="https://stocktwits.com/symbol/RNLSY">Renault’s U.S.-listed shares</a> are down 14.7%, and&nbsp;<a href="https://stocktwits.com/symbol/VWAGY">Volkswagen’s U.S.-listed stock</a> is up 33.8%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

So far this year, Ford is up 22.5%, Toyota’s U.S.-listed stock has gained 3.2%, Renault’s U.S.-listed shares are down 14.7%, and Volkswagen’s U.S.-listed stock is up 33.8%. (Photo credit: Getty Images)

Ford, Toyota, Renault, Volkswagen, Audi Turn To Chinese EV Platforms — A New ‘Intel Inside’ For Cars

Global carmakers are cutting costs and years off development by licensing ready-made Chinese EV platforms, batteries and software.

Retail sentiment for QuantumScape Corp remained neutral (50/100) on Stocktwits after the company entered into an agreement with Volkswagen Group’s battery company PowerCo to industrialize its next-generation solid-state lithium-metal battery technology. Shares of QuantumScape closed nearly 17% higher on Friday and have risen over 62% in the last month.<figure class="image"><img style="aspect-ratio:599/166;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/QS_Pic_1_5c79f23f14.jpg" alt="QS Pic 1.jpg" width="599" height="166"><figcaption>Stocktwits' QuantumScape sentiment meter as seen on July 15 2024</figcaption></figure>Under the terms of the agreement, PowerCo can manufacture up to 40 gigawatt-hours (GWh) per year using QuantumScape’s technology with the option to expand up to 80 GWh annually, which is enough to outfit close to one million vehicles per year. The firms believe this engagement represents the fastest way to achieve gigawatt-hour-scale production of solid-state technology to meet the growing global demand for better electric vehicle batteries.QuantumScape said the agreement supersedes an earlier joint venture between it and Volkswagen Group to co-manufacture batteries.Baird analyst Ben Kallo has expressed optimism about the deal, saying it provides royalty payments and a pathway to commercialization. The analyst believes that, given the company's work with many other car makers, additional partnership announcements may be a catalyst. The latest deal announcement comes as a relief for QuantumScape stock, which had taken a hit in January after a news report indicated that Volkswagen may be looking at other potential battery manufacturers.Meanwhile, Truist analyst Jordan Levy reportedly said their firm will be looking for more details around timelines to initial production and other milestones that still need to be cleared. Levy believes the deal shows that an essential long-term partner and largest shareholder remains supportive of the firm’s commercialization efforts.The company is scheduled to report its second-quarter earnings on July 24. One Stocktwits user named “<a href="https://stocktwits.com/TimeTaEat/message/579495686">TimeTaEat</a>” has expressed skepticism on the upcoming results, one of many messages keeping overall sentiment in neutral range despite the positive news.<figure class="image"><img style="aspect-ratio:590/211;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/QS_Pic_2_3762bf56b4.jpg" alt="QS Pic 2.jpg" width="590" height="211"><figcaption>A Stocktwits user TimeTaEat's post on TSLA stream</figcaption></figure>

QuantumScape Corp Fails To Attract Positive Retail Sentiment Despite Lucrative Volkswagen Deal

The deal comes from long-time partner Volkswagen and cleared investor concerns about the automaker preferring another firm. Despite a positive Street view and a surging stock, retail investors are yet to be convinced.

Volkswagen AG engages in the business of developing vehicles and components for the brands of the group. It operates through the following segments: Passenger Cars and Light Commercial Vehicles; Commercial Vehicles; Power Engineering; and Financial Services. The Passenger Cars and Light Commercial Vehicles segment includes developing vehicles, engines, and vehicle software; producing and selling passenger cars and light commercial vehicles; and the corresponding genuine parts business. The Commercial Vehicles segment focuses on trucks, buses, corresponding genuine parts business, and related services. The Power Engineering segment is involved in large-bore diesel engines, turbomachinery, and propulsion components business. The Financial Services segment provides dealer and customer financing, leasing, banking, insurance, and fleet management services. The company was founded on May 28, 1937 and is headquartered in Wolfsburg, Germany.

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