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

Trump Media & Technology Group Corp.

DJT is trending amidst intense community debate surrounding Donald Trump's State of the Union address, with supporters lauding his performance and policies while critics denounce his rhetoric and character, driving highly polarized sentiment for the Trump-affiliated company.

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

ImmunityBio Inc

ImmunityBio is trending due to surging excitement around its Anktiva cancer therapy, driven by recent international regulatory approvals and a presentation from its CEO highlighting compelling clinical results that position it against best-selling drugs. The community is actively discussing an escalating short squeeze and robust fundamentals, which they believe will lead to significant upside.

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 trending following news of its shift to U.S. Mac Mini and AI server production in Houston, alongside a Supreme Court ruling that removed a significant tariff burden. The community is actively discussing whether these strategic moves and evolving AI ambitions cement Apple's position as a market leader or if underlying economic uncertainties temper the immediate bullish sentiment.

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

SPY is a focal point for discussion as market participants react to a high-profile political address, with community sentiment deeply divided over its implications for policy, tariffs, and corporate governance, fueling speculation on immediate market direction.

Corcept Therapeutics, Inc. is a commercial-stage pharmaceutical company, which engages in the business of discovering and developing pharmaceutical products and medications to treat severe endocrinologic, oncologic, metabolic, and neurologic disorders by modulating the effects of the hormone cortisol. The company was founded by David B. Singer and Joseph K. Belanoff on May 13, 1998 and is headquartered in Redwood City, CA.

Corcept Therapeutics Inc

Corcept Therapeutics is trending as a patent loss for its key drug Korlym and an FDA Complete Response Letter for relacorilant's hypercortisolism indication spark concerns about competition and regulatory hurdles. However, impressive Phase 3 results for relacorilant in ovarian cancer are simultaneously driving optimism, leading to a polarized community discussion on the company's valuation and pipeline strength.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce is trending ahead of its earnings report, fueling a sharp debate as the broader software sector grapples with AI disruption fears and recent analyst downgrades. Bulls argue the stock is deeply undervalued with strong AI integration, while bears anticipate further pressure.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA Group is trending following its Q4 earnings beat and FY26 outlook, which showcased robust revenue growth and significant new store openings, surpassing $1 billion in annual revenue. While bulls celebrate its rapid expansion and perceived market leadership over peers like Chipotle, bears express skepticism over its high valuation multiples and moderating same-store sales, asserting that reported net income declines and growth relies heavily on new locations.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as digital video compact disc player, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

Taiwan Semiconductor Manufacturing is trending after delivering robust earnings and an optimistic outlook, driven by surging AI chip demand from key customers and new U.S. investment commitments, reinforcing its critical role as the global semiconductor leader. The company's market dominance and strategic importance in the supply chain are key discussion points among the community, affirming its indispensable position in the AI supercycle.

Rocket Cos., Inc. engages in the provision of a suite of services related to homeownership and other personal financial transactions. It operates through the following segments: Direct to Consumer and Partner Network. The Direct to Consumer segment consists of performance marketing and direct engagement through the Rocket Mortgage App. The Partner Network Segment focuses on partnerships with premier consumer-focused organizations, brokers and mortgage professionals who leverage the platform and scale to provide mortgage solutions to clients. The company was founded by Daniel Gilbert in 1985 and is headquartered in Detroit, MI.

Rocket Companies Inc - Ordinary Shares Class A

Rocket Companies Inc

Rocket Companies is trending after its CEO signaled the company is on track for its highest mortgage loan volume and gain-on-sale in years, sparking community optimism for a strong earnings report. Investors are debating if this positive outlook, combined with recent market dips, sets the stage for a significant rally in the housing finance leader.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

Warner Bros Discovery is trending due to intense bidding, as its board re-evaluates a sweetened all-cash acquisition offer from Paramount Skydance, which includes a ticking fee and covers Netflix's breakup fee. Community discussion centers on the certainty of Paramount's proposal versus Netflix's existing bid, with shareholders debating potential regulatory hurdles and whether Netflix will counter.

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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.

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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.

Volkswagen AG

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Ahead of earnings, sentiment is split between blowout AI growth and concerns around macro pressure, positioning, and post-ER volatility. How do you see it playing out?

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