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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. 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.

Democratic gains in the midterms and the resulting political setback for Trump are the dominant focus, with traders linking the selloff in Trump Media to concerns about a weakened presidency, congressional gridlock, and potential investigations. The discussion is overwhelmingly bearish, though a few traders argue for buying the dip or a short squeeze.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micros strong quarterly results and raised outlook have drawn attention, but traders are frustrated that the stock sold off despite the news. The debate centers on whether concerns about data-center regulation after the midterms, thin margins, customer concentration and cash conversion outweigh the AI-server growth story; some view the decline as an overreaction, while others question managements credibility and execution.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is caught in a sharp semiconductor selloff as traders fear that Democrats election gains could bring tighter data-center rules or slow AI infrastructure spending, weakening future memory demand. Bulls call the reaction an overblown market rotation and point to persistent AI-driven memory demand, while bears see risks to data-center investment and a cyclical memory downturn.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is under pressure amid election-related fears that tighter Texas and data-center rules could slow AI infrastructure expansion, alongside uncertainty ahead of earnings. Traders debate whether those risks outweigh the value of its existing power and data-center buildout, with some also pointing to a Microsoft contract as a potential cushion.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Fears that a Democratic win in Texas could slow or restrict data-center approvals have driven a sharp selloff in CIFR and other AI-infrastructure stocks. Bears warn that delays could threaten future growth, while bulls argue signed leases and projects already underway are less exposed and that AI demand remains intact.

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

Apples sharp rebound after its earnings-related selloff is driving attention, with traders describing a return to highs and debating whether a post-election rotation into mega-cap safe haven stocks and a short squeeze are behind the move. Bulls point to resilient demand and buying the dip, while skeptics question the rally given margin pressure from rising memory costs and Apples valuation.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is caught in a sharp memory-stock selloff as traders worry that election-related uncertainty could slow U.S. data-center expansion and weaken future AI memory demand, despite strong results and supply-shortage arguments. The community is split between viewing the decline as a buying opportunity ahead of the stock split and seeing it as a warning that the AI-memory trade has run too far or may face a cyclical downturn.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMDs strong quarterly results and upbeat data-center outlook have been overshadowed by a sharp reversal that erased much of its post-earnings gain. Traders debate whether election-related worries about data-center restrictions and AI spending, valuation concerns, or profit-taking drove the fade; bulls view the pullback as an overreaction to the companys growth outlook.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

UBER is drawing attention after Q3 results showed strong bookings growth and improving profitability, prompting a sharp rally. Traders are broadly bullish on the operating performance, while some question the softer Q4 outlook and weakness in Mobility revenue amid driver-supply concerns.

Vistra Corp. is a holding company, which engages in the provision of electricity and power generation. It operates through the following segments: Retail, Texas, East, West, and Asset Closure. The Retail segment includes sale of electricity and natural gas to residential, commercial, and industrial customers. The Texas and East segments are involved in electricity generation, wholesale energy sales and purchases, commodity risk management activities, fuel production and fuel logistics management. The West segment represents the company's electricity generation operations in CAISO. The Asset Closure segment refers to the decommissioning and reclamation of retired plants and mines. The company was founded in 1882 and is headquartered in Irving, TX.

Vistra Corp

Vistra is under heavy selling pressure after traders cited a KeyBanc downgrade tied to concerns that Texass Democratic election results could bring tighter data-center and energy-policy rules; the shares are also being discussed as part of a broader pullback in AI-power stocks. The community is split between viewing the move as an overreaction and buying opportunity, and worrying that political uncertainty could weigh on growth.

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Volkswagen Bets $4B on Audi's U.S. Expansion: What's Ahead?

VWAGY's $4B Audi plant in Georgia and expanded NXP partnership could lower tariff costs, boost vehicle technology and strengthen global competitiveness.

RIVN Stock Hits Fresh 52-Week Lows After Partner Volkswagen Reportedly Weighs Xpeng Software For European Cars

Equity

According to a Reuters report, citing Manager Magazin, Volkswagen’s China Electronic Architecture, created jointly with Xpeng for the Chinese market, could underpin future vehicles from the group’s core Volkswagen, Skoda, and Cupra brands in Europe.


Volkswagen Q3 Deliveries Fall 14.3% as China Sales Slump 

VWAGY's global deliveries plunged 14.3% in Q3 2026 as intensifying competition in China and uneven regional demand weigh on its recovery. 

Did RIVN's Investment Thesis Change After the $1B VWAGY Loan?

Rivian's $1B Volkswagen loan eases funding pressure as R2 deliveries surge, but persistent automotive losses and cash burn keep profitability in focus.

Volkswagen Taps Gotion to Expand Europe's LFP Battery Supply Chain 

VWAGY is expanding LFP battery production in Europe with Gotion, investing across Spain, Slovakia and Morocco to strengthen its battery supply chain. 

VWAGY Flags Major Charges as Porsche and China Pressure Hits Profit 

Volkswagen flags EUR 10 billion in 2026 charges, driven by Porsche weakness, China challenges and restructuring as its profit outlook sharply falls. 

NIO Stock Jumps Overnight: SUV Boom Helps Overtake Mercedes, BMW And Audi Across 8 Chinese Regions 

Nio gained ground even as its average transaction price remained above those of several core BBA models.

Is Rivian Stock a Buy as R2 Growth Collides With Heavy Cash Burn?

Rivian's R2 ramp and software gains support growth, but heavy cash burn, execution risks and elevated capital needs keep the stock a Hold.

Why Is Volkswagen Considering 100K Job Cuts and Plant Closures? 

VWAGY is weighing up to 100,000 job cuts and the closure of four German plants as part of a sweeping restructuring and cost-cutting plan.


Stellantis Expands Affordable EV Ambitions In Europe As Volkswagen Rivalry Heats Up

Stellantis is targeting the same small EV segment that Volkswagen is set to enter this year with its ID. Polo-led electric small-car lineup.

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 - ADR

Neutral Sentiment

<ul class="summary-bullets"><li>Core brand chief Thomas Schaefer is expected to present the idea to management on Tuesday, the report said.&nbsp;</li><li>Volkswagen and Rivian entered a major software partnership in late 2024 through a 50-50 joint venture that gives the German automaker access to Rivian’s electrical architecture and software stack for future Western-market vehicles.&nbsp;</li><li>Until now, the group has kept the distinction clear: XPeng software for China and Rivian for Western markets.</li></ul> Shares of Rivian Automotive (RIVN) slipped 3% on Monday and hit a fresh 52-week low, after reports that German automaker Volkswagen is weighing using China-developed vehicle software for a large share of its European mass-market electric lineup, a move that could reduce reliance on its U.S. partner.According to a Reuters <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/autos-transportation/volkswagen-considers-using-chinese-software-europe-report-says-2026-10-26/">report</a>, citing Manager Magazin, Volkswagen’s China Electronic Architecture, created jointly with Chinese EV maker Xpeng for the Chinese market, could underpin future vehicles from the group’s core Volkswagen, Skoda, and Cupra brands in Europe.Core brand chief Thomas Schaefer is expected to present the idea to management on Tuesday. The proposal would apply to about three-quarters of next-generation models from those three brands as they expand their electric offerings in Europe, the report added.<h2 class="st-heading-2">Rivian, Volkswagen Partnership</h2>Volkswagen and Rivian entered a major software <a href="https://stocktwits.com/news-articles/markets/equity/rivn-stock-eyes-10th-straight-day-of-gains-cfo-teases-more-licensing-deals-ahead-of-r2-deliveries/cZ0jQDhReUa">partnership</a> in late 2024 through a 50-50 joint venture that gives the German automaker access to Rivian’s electrical architecture and software stack for future Western-market vehicles, while providing the U.S. startup with up to $5.8 billion in investment by 2027.The arrangement is part of Volkswagen CEO Oliver Blume’s effort to overcome earlier setbacks at Volkswagen’s in-house software unit, and has advanced with completed winter testing on early models and the release of further funding tranches, positioning the technology for use in vehicles.Until now, the group has kept the distinction clear: XPeng software for China and Rivian for Western markets.<h2 class="st-heading-2">How Did RIVN Retail Traders React?</h2>On Stocktwits, retail sentiment around <a class="mention" data-mention="$RIVN" data-symbol-id="RIVN" href="https://stocktwits.com/symbol/RIVN" target="_blank">RIVN stock</a> rose from 'neutral' to 'bullish' territory over the past 24 hours, while message volume stayed within 'normal' levels.A Stocktwits user called for Rivian management to sell the company given the stock’s drop.<stembedurl>https://stocktwits.com/greed_is_good/message/667396973</stembedurl>Another user, however, said the stock is looking like an attractive purchase at current levels.<stembedurl>https://stocktwits.com/safy/message/667396573</stembedurl>RIVN stock has dropped 42% year-to-date. &nbsp;&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/cart-stock-jumps-as-door-dash-acquisition-talks-reportedly-heat-up-toward-possible-17-b-deal/cZU3WbVRBzI">CART Stock Jumps As DoorDash Acquisition Talks Reportedly Heat Up Toward Possible $17B Deal</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

RJ Scaringe, Founder & CEO, Rivian, speaks onstage during TechCrunch Disrupt 2026 at Moscone Center on October 13, 2026 in San Francisco, California. (Photo by Kimberly White/Getty Images for TechCrunch)

According to a Reuters report, citing Manager Magazin, Volkswagen’s China Electronic Architecture, created jointly with Xpeng for the Chinese market, could underpin future vehicles from the group’s core Volkswagen, Skoda, and Cupra brands in Europe.

Rivian Automotive Inc

XPeng Inc - ADR

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '26	$0.71	--	--	N/A
Q3 '26	$0.32	-$1.04	-427.41%	MISSED
Q2 '26	$0.54	$0.29	-46.23%	MISSED
Q1 '26	$0.41	$0.30	-26.16%	MISSED
Q4 '25	$0.58	--	--	N/A

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