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SpaceX engineers reusable launch vehicles and the Starlink satellite constellation for global broadband. Their focus on rapid reusability and vertical integration drives down launch costs and accelerates space access.

SpaceX PreStocks

Social media discourse surrounding SpaceX is currently dominated by warnings about illegitimate crypto tokens impersonating the company ahead of a rumored future IPO. While some users express genuine interest in tracking the company's valuation through related space sector ETFs and proxies, the community is heavily focused on labeling these tokenized 'pre-stocks' as potential scams and rug pulls.

Bankr is an advanced AI agent focused on simplifying the process of buying and selling digital assets. Bankr was the first AI agent on Farcaster to help you quickly buy all your favorites coins directly in the social. BankrCoin is the official coin of the agent and was deployed by Bankr itself directly in the Farcaster social feed. Fees from swaps go to support BankrCoin. Bankr is available on Farcaster and will soon be launching a private terminal, token recs, and limit orders on Base.

BankrCoin

BankrCoin is trending as the community highlights its AI-native infrastructure, with recent activity fueled by platform developments and rumors of a potential buyout. Investors are actively discussing the token's long-term utility in the Base ecosystem and debating whether current market price action offers an accumulation opportunity or signs of manipulation.

Workiva, Inc. engages in the provision of cloud-based compliance and regulatory reporting solutions that are designed to solve business challenges at the intersection of data, process, and people. Its platform includes Wdesk, which offers controlled collaboration, data linking, data integrations, granular permissions, process management, and a full audit trail. The company was founded by Matthew M. Rizai, Jerome M. Behar, Martin J. Vanderploeg, Joseph H. Howell, Jeffrey D. Trom, and Daniel J. Murray in August 2008 and is headquartered in Ames, IA.

Workiva Inc - Ordinary Shares - Class A

Workiva is experiencing significant volatility as investors debate the long-term viability of its SaaS business model amidst rapid advancements in AI and evolving regulatory environments. While some highlight strong enterprise adoption and growth metrics, others express concern over the company's valuation and the potential for new technology to disrupt legacy financial and ESG reporting workflows.

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 trending as investors focus on its RNA-based pipeline and the potential for strategic M&A following GSK's decision to return rights for its AATD candidate. The community is actively discussing the stock's long-term potential in the obesity market, with significant attention on upcoming trial data readouts and how the company's muscle-sparing approach compares to current GLP-1 standards.

Lowe's Companies, Inc. engages in the retail sale of home improvement products. The firm offers products for maintenance, repair, remodeling, home decorating, and property maintenance. It also provides home improvement products in the following categories: appliances, seasonal & outdoor living, lumber, lawn & garden, kitchens & bath, hardware, building materials, millwork, paint, rough plumbing, tools, electrical, flooring, and décor. The company was founded in 1946 and is headquartered in Mooresville, NC.

Lowe`s Cos., Inc.

Lowe's Companies, Inc.

Lowe's is attracting significant attention as investors weigh the company's strategic focus on the Pro customer segment and recent acquisitions against ongoing concerns about a sluggish DIY housing market. Market participants are actively discussing the stock's potential for a rebound, closely analyzing interest rate trends and comparing its operational efficiency and competitive positioning against industry peers.

ARK ETF Trust - ARK Space & Defense Innovation ETF

ARK Space Exploration & Innovation ETF

The ARK Space Exploration & Innovation ETF is generating significant buzz as investors anticipate the upcoming SpaceX IPO, a development widely viewed as a major catalyst for the broader space sector. Community sentiment remains divided between those who believe the fund offers strategic long-term exposure to space infrastructure and critics concerned about recent performance and the lack of direct SpaceX holdings.

GraniteShares ETF Trust - GraniteShares 2x Long INTC Daily ETF

GraniteShares 2x Long INTC Daily ETF

Investors are heavily focused on the 2x leveraged GraniteShares Intel ETF as they speculate on Intel's potential turnaround and government-backed foundry initiatives. The community remains divided, with some actively trading the stock's high volatility and momentum, while others warn of the inherent decay risks associated with holding leveraged instruments long-term.

Evolution Metals & Technologies Corp. engages in developing a global supply chain for critical minerals and materials. It focuses on automotive, renewable energy, and military and defense sectors. The company is headquartered in West Palm Beach, FL.

Evolution Metals & Technologies Corp.

Evolution Metals & Technologies Corp. Common Stock

Evolution Metals & Technologies is drawing significant investor interest due to its pivot toward a vertically integrated U.S. supply chain for critical minerals and rare earth magnets, which community members view as a strategic hedge against international trade tensions. While some participants are wary of potential volatility and bot activity, the stock is currently trending on the back of news regarding infrastructure expansion and institutional investment, fueling speculation about its long-term role in domestic industrial independence.

Inter & Co., Inc. Is a holding company, which engages in the provision of financial products and services. It operates through the following segments: Banking, Securities, Insurance Brokerage, Marketplace, Asset Management, Service, and Other. The Banking segment offers checking accounts cards, deposits, loans and advances, and other services through mobile application. The Securities segment is involved in the acquisition, sale and custody of securities, the structuring and distribution of securities in the capital market, and the provision of administration services to investment funds. The Insurance Brokerage segment includes insurance products underwritten by insurance companies, such as warranties, life, property and automobile insurance, and pension products, as well as consortium products provided by a third party. The Marketplace segment operates a digital platform, which offers goods and services to its customers. The Asset Management segment is composed of the operations related to the management of fund portfolios and other assets. The Service segment consists of collection and management of personal information, development and licensing of customized computer programs, development and licensing of non-customized computer programs and technical support, maintenance, and other information technology services. The company was founded on January 26, 2021 and is headquartered in Belo Horizonte, Brazil.

Inter & Co Inc - Ordinary Shares - Class A

INTER  CO INC

Inter & Co is trending as investors debate its valuation and growth potential following recent earnings reports, with the community actively discussing potential entry points near key technical support levels. While some traders are focused on the super app's long-term expansion and profitability metrics, others are closely monitoring market volatility and sector-wide sentiment impacting the stock's performance.

🔥 COCK Token – The Ultimate Cross-Chain MemeFi Powerhouse 🔥  In just under 20 days, $COCK has smashed expectations, broken ATHs, and built a project that’s shaking up Cardano and the entire crypto space. 🐓 What Makes $COCK Special?      The Name: Love it or hate it, the energy and engagement it generates are undeniable. The nuance in language and wild appeal set us apart.     #MEMEFI Pioneer: We’re not just another meme coin. $COCK is leading a movement by combining DeFi mechanics, game theory, and community engagement into a groundbreaking ecosystem.     COCKARENA: At the core of our ecosystem is the COCKARENA, a PvP HODL game. Players battle it out, and early exit fees fuel redistributions, burns, and the treasury. This ensures price appreciation and long-term sustainability for loyal holders.  🎰 The COCK Casino  Our casino isn’t just fun—it’s a serious revenue stream for the FLOCK.      Games: Bonanza, Crash, Blackjack, and Roulette (coming soon!).     Impact: Over 7,834 ADA in profits generated within days, directly supporting rewards, burns, and reinvestment.  💰 COCK-ARENA Loans  Unlock liquidity without selling your tokens.      Loan Terms: Borrow up to 30% of your holdings while continuing to earn rewards in the arena.     Investor Focus: Perfect for savvy investors staying in the game while tapping into their holdings.  🤝 Our Insane Partnerships  We’re bridging gaps, building alliances, and breaking barriers across the crypto space. Key Partners:      DANZO: Powering #MEMEFI with Arena, Casino, and Loans.     KLENEK: Interactive training room.     HSKN (Charles Hoskilien): Supporting and starting COCKPIN with 115 AIR NODES for DePIN aggregation. Plans to add APEX and Earth Nodes through a crypto company incorporated in Costa Rica.     ELITE CATS / SNEKKIES / HOT / BANK: Rewarding NFT holders with COCK-LOCK tokens and vice versa.     OCKZ: COCKSOCKS, Golden Cock Ticket (1M COCK), airdrop rewards, and whitelist perks for holders of 200 ADA worth of $COCK.     OLI Partnership:         Content Creation: Lux and the team are crafting engaging educational content about memes and MemeFi for OLi's platform.         Strategic Investment: The OLi Community Trust will invest in $COCK, distributing 100% of rewards to $OLI holders.         Community Reach: Over 22,000 learners will discover $COCK through OLi's gamified ecosystem.     Hi-Rez the Rapper: Expanding reach in marketing and entertainment.     KUNO, CALEB, CADEN, FITY, ROVER, WhaleInsider: Influential collaborators driving crypto adoption and growth.     Cardano Girls: Helping us understand and communicate effectively with ADA’s female audience.     WallStreetBets: Breaking barriers and increasing engagement.     Antonio Brown: Endorsing, supporting, and even playing in the casino and arena!     Advisors:         BERIS, HECKTHESNEK, RTB, CRYPTOGENIUS: Trusted names advising and supporting the project.  Future Partnerships:  More collaborations are in the pipeline to continue expanding engagement and bring new eyes to ADA and CNTs. 🔥 Unmatched Results in Just 20 Days      Supply Burned: 1.65%, worth 148K ADA!     Arena Fees Collected: 54M COCK, worth over 500K ADA, fueling rewards, burns, and partnerships.     Staked COCK-LOCK: 11M COCK-LOCK in the liquid staking platform, with more coming.     Casino Revenue: Skyrocketing profits directly rewarding holders and growing the treasury.     Top Blast Contests: Generated over 120K ADA in volume, rewarding participants with over 50K ADA in prizes.  🌍 Our Vision  To be the most decentralized, rewarding, and innovative token on Cardano while fostering cross-chain collaboration and onboarding the masses.      Breaking Barriers: We’re bringing BTC, ETH, SOL, and other chains into the fold.     Community-Driven: Focused on building bridges and showcasing that crypto can be fun, rewarding, and sustainable.     Expansion: This is just the beginning. With more burns, rewards, and partnerships on the way, $COCK is set to redefine what’s possible in the MemeFi space.  💎 Time in the arena &gt; Timing the market. The FLOCK is unstoppable. Let’s keep breaking walls for Cardano and onboard new users as we take $COCK to new heights.

CockCardano

CockCardano is gaining significant traction as community members highlight its unique integration with the real-world Cocky Wings food truck business and a recurring token burn strategy. Investors are actively discussing the project's passive income opportunities through its liquid staking arena while expressing long-term conviction in its ecosystem growth.

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<ul class="summary-bullets"><li>Goldman Sachs began coverage of Stellantis with a ‘Neutral’ rating and said it shares the “attractive value” seen across undervalued premium automakers.</li><li>The firm highlighted sector pressures from Chinese competition, electric-vehicle momentum and tightening European Union rules.</li><li>BMW, Mercedes-Benz, Renault, Ferrari, Volkswagen, Porsche AG and Aston Martin Lagonda were all initiated with varying upside or downside expectations.</li></ul>Stellantis&nbsp;NV offers the same “attractive value” Goldman Sachs sees across Europe’s premium automakers, the bank’s research arm said as it initiated coverage of several carmakers during what it described as “tumultuous times” for the sector. Goldman began coverage of Stellantis with a ‘Neutral’ rating and a $10 price target, implying a 1.3% upside from the last close. The firm said Stellantis shares its valuation appeal, identifying the most undervalued areas of the European auto industry.<h2 class="st-heading-2">Goldman Flags Market Pressure&nbsp;</h2>Goldman said European automakers face growing pressure as Chinese manufacturers expand globally and battery electric vehicle momentum accelerates. The firm added that European Union tariffs, currency swings, and tightening emissions rules are adding further strain. Goldman noted that BMW, Mercedes, Volkswagen and Renault now trade at negative industrial stub valuations, which it called “premature,” and said the premium segment remains the most undervalued part of the market.<h2 class="st-heading-2">Automakers Goldman Sees As Attractive Value Opportunities</h2>Goldman highlighted several automakers that it believes offer meaningful upside. The company initiated BMW with a ‘Buy’ rating and a 112 euro price target, implying a 32% upside. Mercedes-Benz was also initiated with a ‘Buy’ rating and a 74 euro price target, representing a 30% upside. Goldman said it likes both BMW and Mercedes-Benz for their “healthy” balance sheets and “shareholder-friendly” capital allocation frameworks.The bank initiated Ferrari with a ‘Buy’ rating and a $454 price target, giving the stock a 35% upside. Goldman said Ferrari’s higher-priced Special Series volumes support stronger selling prices and growth.Goldman also said Renault offers the same “attractive value” seen across premium automakers. The firm began coverage with a ‘Neutral’ rating and a 36-euro price target, implying a 5% upside.&nbsp;<h2 class="st-heading-2">Automakers Goldman Views More Cautiously</h2>Goldman initiated coverage of Volkswagen with a ‘Neutral’ rating and a 106-euro price target, giving it a 12% upside. Porsche AG was also initiated at a ‘Neutral’ rating with a 46 euro price target, representing a 29% upside.Aston Martin Lagonda received a ‘Neutral’ rating and a 61-pound price target, which reflects a 1% downside. The bank’s research arm highlighted structural concerns over Aston Martin’s balance sheet.<h2 class="st-heading-2">Stocktwits Traders Back Stellantis, BMW, Renault&nbsp;</h2>On Stocktwits, automakers including Stellantis, BMW, Mercedes-Benz, and Renault all saw ‘bullish’ sentiment, though message volume was ‘high’ for Stellantis, ‘normal’ for BMW and Renault, and ‘low’ for Mercedes-Benz.Porsche AG and Aston Martin Lagonda each recorded ‘neutral’ sentiment, with Porsche seeing ‘low’ message volume while Aston Martin registered ‘normal’ activity. Among the outliers, Ferrari drew ‘bearish’ sentiment on ‘low’ message volume, while Volkswagen saw ‘extremely bearish’ sentiment, also amid ‘low’ message volume.So far this year, performance across U.S.-listed European automakers has been mixed.&nbsp;<a href="https://stocktwits.com/symbol/STLA">Stellantis</a> is down 19%, Renault is down 15%, Ferrari is down 8%, and Aston Martin Lagonda is down 38%. Meanwhile, several peers have gained ground, with&nbsp;<a href="https://stocktwits.com/symbol/BMWYY">BMW</a> up 25%,&nbsp;<a href="https://stocktwits.com/symbol/MBGAF">Mercedes-Benz</a> up 26%,&nbsp;<a href="https://stocktwits.com/symbol/VLKAY">Volkswagen</a> up 26% and&nbsp;<a href="https://stocktwits.com/symbol/POAHY">Porsche</a> up 14% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A view of the historical FIAT plant in Turin, Italy. (Photo by Mauro Ujetto/NurPhoto via Getty Images)

Stellantis Stock Joins Undervalued Premium Peers In Goldman’s ‘Attractive Value’ Call Despite Sector Turbulence

The firm highlighted sector pressures from Chinese competition, electric-vehicle momentum and tightening European Union rules.

Equity

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.

U.S. President Donald Trump said in a late-night Truth Social post on Thursday that the country will impose a 25% tariff on all heavy truck imports starting Oct. 1, a move he said is meant to protect domestic makers such as Peterbilt, Kenworth, Freightliner and Mack Trucks from “unfair outside competition.”“We need our Truckers to be financially healthy and strong, for many reasons, but above all else, for National Security purposes,”&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/posts/115267382531822964">Trump wrote</a>.Shares of Paccar, parent to Kenworth and Peterbilt, gained more than 5% in after-hours trading following the news. Other competitors in the heavy truck space include Daimler Truck, Mercedes-Benz, Volkswagen and Volvo. While Freightliner is owned by Mercedes-Benz, Mack Trucks is owned by Volvo.The White House and Commerce Department have yet to spell out how the new tariffs will be rolled out, even though Trump’s deadline is less than a week away. The timing overlaps with an ongoing Section 232 investigation into imports of medium- and heavy-duty trucks, a national security review that could reshape the cost structure of the $50 billion U.S. heavy truck industry, according to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/autos-transportation/us-truck-makers-look-cover-trumps-tariffs-raise-costs-2025-08-26/">report</a>.American truck makers are already under pressure from 50% tariffs on imported steel, aluminum and copper derivatives, along with extra costs for parts that don’t qualify under the U.S.-Mexico-Canada Agreement. Competitors like Daimler and Volkswagen’s Traton unit have managed to avoid many of those costs by producing in Mexico, where qualifying trucks can enter the U.S. duty-free.Volvo and its Mack unit, which&nbsp;builds trucks in Virginia and Pennsylvania, say U.S. production is more expensive than in Mexico, where parts and materials are cheaper. Paccar recently said that tariffs added $75 million to costs in the third quarter. ACT Research estimates tariffs on imported components add 2% to 4% to the cost of every truck built in the U.S.The U.S. heavy truck market is valued at approximately $51.6 billion this year and is projected to reach $71.8 billion by 2030, according to Mordor Intelligence. Still, analysts&nbsp;expect production&nbsp;to drop 11% in 2026 as weaker freight demand and rising costs squeeze trucking companies.Trump’s decision to impose a 25% tariff on imported trucks is the latest move in a broader trade push that has already hit pharmaceuticals, medical devices, furniture and industrial goods.On Stocktwits, retail sentiment for Paccar was ‘bullish’ amid ‘normal’ message volume.<a href="https://stocktwits.com/symbol/PCAR">Paccar’s stock</a> has declined 7.2% so far in 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.

U.S. President Donald Trump speaks in the Oval Office of the White House on September 25, 2025. (Photo by Andrew Harnik/Getty Images)

Trump Imposes 25% Tariff On Heavy Truck Imports To Protect US Makers — Paccar Stock Jumps After-Hours 

The White House has not yet detailed how the tariffs will be rolled out, even as they overlap with a broader national security review of truck imports.

Chinese EV major BYD widened its European lead over Tesla last month, selling more than three times as many cars as the previous year to outpace the U.S. rival for the second consecutive month.&nbsp;BYD’s registrations jumped 201% in August, for a 1.3% market share across the EU, against Tesla’s 1.2% after its sales slumped 36.6%, Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/autos-transportation/byd-outsells-tesla-eu-second-month-stellantis-returns-sales-growth-2025-09-25/">reported</a>, citing data from the European Automobile Manufacturers’ Association (ACEA).It was a mixed month for Europe’s traditional automakers. Stellantis returned to growth for the first time since early 2024, with sales up 2.2% in August. Volkswagen registrations rose 4.8% and Renault gained 7.8%. Overall, car sales across the EU increased 5.3%.Buyers kept moving towards electrified vehicles, with battery-electric, hybrid and plug-in hybrid cars accounting for more than 62% of registrations, compared with just under 53% a year earlier.Tesla’s challenges ran deeper than the EU average. Data from Germany’s Federal Motor Transport Authority (KBA) showed its&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-sales-fall-germany-european-markets-continue-to-decline/chwTUgeRd8Z">sales in the country dropped 39% in August</a> to 1,441 units, even as overall EV sales there jumped 46%.&nbsp;According to National Auto Association data, Tesla also lost ground in France, where sales fell 47% to 1,331 units, and in Belgium, which saw a 61% decline to 585. In Denmark, registrations dropped 42% to 473. So far this year, Tesla sales have declined by 39% in France, 56% in Belgium, and 54% in Denmark.One bright spot was Norway, where Tesla sold 3,014 cars in August, up 21% from last year. For the first eight months of 2025, Norwegian sales climbed 26% to nearly 17,000 units.On Stocktwits, retail sentiment was ‘bullish’ for both BYD and Tesla, with message volume described as ‘high.’While&nbsp;<a href="https://stocktwits.com/symbol/BYDDF">BYD’s U.S.-listed stock</a> has risen nearly 20% so far in 2025,&nbsp;<a href="https://stocktwits.com/symbol/TSLA">Tesla’s stock</a> has climbed 9.6% over the same period.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The BYD logo is being displayed on a smartphone with the Tesla logo visible in the background in this photo illustration in Brussels, Belgium, on January 21, 2024. (Photo by Jonathan Raa/NurPhoto via Getty Images)

BYD Widens Lead Over Tesla In Europe As Sales Triple; Stellantis Returns To Growth After Year-Long Slump

Overall car registrations in the EU rose 5.3% as buyers continued shifting toward electrified vehicles, which made up more than 62% of the market.

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.

Registrations of Tesla Inc. (TSLA) vehicles in Europe fell by a steep 28.2% in March to 28,502 units, according to data from the European Automobile Manufacturers Association (ACEA), despite an overall rise in battery electric vehicle registrations.The U.S. automaker’s market share in the EU, European Free Trade Association, and the UK put together <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.acea.auto/files/Press_release_car_registrations_March_2025.pdf">fell</a> to 2% from 2.9% in March 2024.This is despite a 23.6% growth in overall battery electric vehicle registrations in the geography during the month.Overall car registrations in Europe across all fuel types increased by 2.8% to 1.42 million units, driven by a rise in sales in Spain and Italy, which helped offset a decline in France and Germany.Petrol and diesel vehicle registrations dropped 20% and 24%, respectively, and were offset by an increase in battery electric and plug-in hybrid registrations.Volkswagen remained the best-selling car manufacturer in the region during the month, achieving a 10.3% increase in registrations and securing a 25% market share.Chrysler-parent Stellantis NV, however, recorded a near 6% drop in registrations to 215,190 units.In the three months through the end of March, 54,020 Tesla vehicles were registered in the region, marking a year-on-year decline of 37.2%, despite a 28% increase in overall BEV sales.Earlier this month, Tesla reported first-quarter global deliveries of 336,681 units, marking a nearly 13% dip from the corresponding quarter of 2024 and representing the company’s worst quarterly performance in at least two years.On Stocktwits, retail sentiment around Tesla remained unmoved within the ‘neutral’ territory over the past 24 hours while message volume remained at ‘high’ levels.<figure class="image"><img style="aspect-ratio:649/145;" src="https://news.stocktwits-cdn.com/Screenshot_2025_04_24_at_9_07_30_AM_png_7f97d1f6a1.webp" alt="TSLA's Sentiment Meter and Message Volume as of 9:10 a.m. ET on April 24, 2025 | Source: Stocktwits" width="649" height="145"><figcaption>TSLA's Sentiment Meter and Message Volume as of 9:10 a.m. ET on April 24, 2025 | Source: Stocktwits</figcaption></figure> <a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> is down by about 33% so far this year but up by about 56% over the past 12 months.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/comcast-q1-2025-earnings/chQFPJbRbW5">Comcast Q1 2025 Earnings Beat Wall Street Estimates Despite Dip In Broadband Customers</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

New Tesla electric vehicles fill the car lot at the Tesla retail location on Route 347 in Smithtown, New York on July 5, 2023. (Photo by John Paraskevas/Newsday RM via Getty Images)

Tesla Registrations Drop 28% In Europe In March: Retail’s In Wait-And-Watch Mode

The U.S. automaker’s market share in the EU, European Free Trade Association, and the UK put together subsequently fell to 2% in March from 2.9% in the corresponding month of 2024. 

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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