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Pyth Network is a decentralised oracle network designed to provide real-time financial market data to decentralised applications (dApps) across multiple blockchains. It allows developer to secure smart contracts with reliable, low-latency market data from institutional sources, and build apps with high-fidelity oracle feeds designed for mission-critical systems.

Pyth Network

Pyth Network is trending as the community discusses its adoption by Kalshi and potential for significant growth in the RWA (Real World Asset) space. Talk centers on its role in providing real-time data and the potential impact of institutional investment. Some users are comparing it to Chainlink and anticipating a price surge.

Trump For President

TRUMP CRYPTO is seeing active discussion driven by community speculation on its long-term potential and mentions of potential partnerships. While some investors express bullish sentiment and compare it to other meme coins, others criticize it as a "scam coin" and point to its significant price decline since inception. The coin is also being discussed in the context of broader political opinions and the performance of other Trump-related assets.

Solana is a highly functional open source project that banks on blockchain technology’s permissionless nature to provide decentralized finance (DeFi) solutions. It is a layer 1 network that offers fast speeds and affordable costs. While the idea and initial work on the project began in 2017, Solana was officially launched in March 2020 by the Solana Foundation with headquarters in Geneva, Switzerland.

Solana

Solana is trending as the community discusses its potential and possible upcoming breakouts, with some eyeing the $200 mark and beyond. Bullish sentiment is fueled by discussions around meme coins built on the Solana blockchain, such as $WAGMI, and potential institutional interest. Some traders are also watching key support and resistance levels for potential trading opportunities in SOL.

Avidity Biosciences, Inc. engages in the development of a new class of oligonucleotide-based therapies called Antibody Oligonucleotide Conjugates (AOC). It utilizes its AOC platform to design, engineer, and develop therapeutics that combine the tissue selectivity of monoclonal antibodies and the precision of oligonucleotide-based therapies in order to access previously undruggable tissue and cell types and more effectively target underlying genetic drivers of diseases. The company was founded by Troy E. Wilson, Kent Hawryluk, Mark E. Davis, and Francis Patrick McCormick on November 13, 2012 and is headquartered in San Diego, CA.

Avidity Biosciences Inc

Avidity Biosciences ($RNA) is trending amid buyout speculation, particularly involving Novartis, following reports of a potential acquisition approach. The community is actively discussing the possibility of a deal, with some anticipating a significant premium, while others focus on upcoming data readouts and analyst target bumps. The company's strong uptrend after trial optimism and consistent institutional interest are also key talking points.

WorldFinancial

WorldFinancial ($WLFI) is trending as the community discusses its potential link to Donald Trump and related ventures. Some speculate on partnerships and tokenizing real-world assets, while others voice concerns about centralization and potential for scams. Bullish sentiment clashes with skepticism, leading to active debate around its long-term viability.

Shibmas was launched on the 9th Of December. The project is a meme token and gives homage to Shiba Inu the token. The token is a playful character who is bringing the Christmas spirit to token holders all around the world. We plan on getting many listings on various exchanges in the coming days. We have over 1000 holders in 24 hours and we aim on getting over 10000 holders within the next week and in the run up to Christmas

Shibmas

Shibmas ($SMAS) is trending due to observed momentum and swift price movements. The crypto community is actively discussing support levels and potential follow-through, with many highlighting its availability on Phantom Wallet. Traders are monitoring $SMAS alongside other cryptocurrencies like Solana and Bitcoin.

Zcash is a decentralized and open-source cryptocurrency that offers privacy and selective transparency of transactions. Zcash payments are published on a public blockchain, but the sender, recipient, and amount of a transaction remain private.  Zcash is based on peer-reviewed cryptographic research, and built by a security-specialized engineering team on an open source platform based on Bitcoin Core's battle-tested codebase. Our improvement over Bitcoin is the addition of privacy. Zcash uses advanced cryptographic techniques, namely zero-knowledge proofs, to guarantee the validity of transactions without revealing additional information about them.  How Zcash works  Zcash encrypts the contents of shielded transactions. Since the payment information is encrypted, the protocol uses a novel cryptographic method to verify their validity.  Zcash uses a zero-knowledge proof construction called a zk-SNARK, developed by our team of experienced cryptographers based on recent breakthroughs in cryptography. These constructions allow the network to maintain a secure ledger of balances without disclosing the parties or amounts involved. Instead of publicly demonstrating spend-authority and transaction values, the transaction metadata is encrypted and zk-SNARKs are used to prove that nobody is cheating or stealing.  Zcash also enables users to send public payments which work similarly to Bitcoin. With the support for both shielded and transparent addresses, users can choose to send Zcash privately or publicly. Zcash payments sent from a shielded address to a transparent address reveal the received balance, while payments from a transparent address to a shielded address protect the receiving value.   Check out CoinBureau for guide on What is ZCash.

Zcash

Zcash is trending amid speculation around privacy coins and a potential rotation out of Bitcoin, with some community members touting it as a superior alternative. Discussions highlight ZEC's limited supply and upcoming halving event, driving excitement and fomo. Some users point to the potential impact of Grayscale's Zcash trust and recent comments from key crypto figures as catalysts.

CryingNTheCasino

CryingNTheCasino ($TEARY) is trending due to its focus on community building and a strong 'HODL' mentality, with the community emphasizing its power and shared belief in the project. The project's development team is comprised of OGs, which is contributing to positive sentiment.

Pump.fun

$PUMP is gaining traction, with community members actively discussing its potential and close ties to the Pump.fun platform on the Solana blockchain. Bullish sentiment is fueled by the "We're All Gonna Make It" ($WAGMI) mentality, and references to a strong community that supports the project. Some community members are drawing comparisons to other popular decentralized exchanges, hoping for a similar trajectory.

Just a dead guy

DEADGUY, a meme coin, is gaining traction as community members highlight its potential for a 'stealth relaunch' and are actively sharing the contract address. The coin's rising holder count and perceived strong community energy are key discussion points. Some are drawing comparisons to other meme coins, speculating on significant market cap growth.

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Nifty 50

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Xiaomi Corp's shares fell 5.4% on the Hong Kong Stock Exchange on Monday, marking their third consecutive session of decline, following reports of a malfunction in its SU7 that prevented the doors from opening after the electric car was involved in an accident.The sedan crashed in the Chinese city of Chengdu, with reports and videos circulating on social media platforms, including Weibo, showing the vehicle after it crashed and burst into flames early Monday. Several bystanders tried to open the doors but were unable to free the person.Authorities are yet to release an update on the person who was trapped inside, according to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-10-13/xiaomi-shares-tumble-after-reports-ev-crash-traps-person-inside">report</a>.The incident follows a fatal accident earlier this year, also involving the SU7 EV, on a Chinese expressway. This accident caused the company's stock to fall and triggered scrutiny of the smart driving software used in many of the latest cars.Notably, the U.S. transport regulator is investigating faulty door handles of some Tesla Y cars in the U.S.Xiaomi's stock on Monday was also likely weighed down by broad sell-offs in Chinese equities amid escalating U.S.-China trade tensions. In recent days, U.S. President Donald Trump threatened 100% tariffs on Chinese imports in response to China's export controls on rare earth elements, while Beijing signaled potential retaliation.The Hang Seng Index fell 5.7% on Monday, its third straight week of decline.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/gqg-partners-rajiv-jain-reveals-dumping-nvidia-alphabet-amazon-stakes/ch6SOitR3jU">GQG Partners' Rajiv Jain Reveals Dumping Nvidia, Alphabet, Amazon Stakes — Calls AI Boom 'Dot-Com All Over Again'</a>

Xiaomi electric car SU7 in a store in Yichang, Hubei Province, China on July 19, 2025. (Photo credit should read CFOTO/Future Publishing via Getty Images)

Xiaomi Stock Slides In Hong Kong After Another EV Crash: This Time, The Doors Didn’t Open

Shares dropped over 5%, amid a broad sell-off in Chinese equities on escalating tariff concerns.

Equity

Shares dropped over 5%, amid a broad sell-off in Chinese equities on escalating tariff concerns.


Chinese automakers have already captured the country’s middle-class drivers, and now they are targeting wealthy buyers seeking exclusivity. Xiaomi recently launched a customization service for its 529,900-yuan ($74,000) SU7 Ultra electric sedan, allowing buyers to personalize the trim and paint jobs for an additional 100,000 yuan.&nbsp;The program, also available for the 329,900-yuan YU7 Max SUV, offers extras like 24-karat gold hood badges and forged wheel hubs, echoing the bespoke options long offered by brands like Porsche and Bentley, according to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-10-05/porsche-and-xiaomi-face-off-over-custom-model-buyers-in-china">report</a>.The smartphone maker’s move pits it directly against Porsche, which is expanding its Exclusive Manufaktur program in China as sales of its Taycan EV slow. While Xiaomi’s SU7 Ultra undercuts the 918,000-yuan Taycan, it bears a strong resemblance to the German model.More than 90% of Porsche 911 buyers opt for personalized features, often spending tens of thousands of dollars on custom paint jobs or interior upgrades. Citi analyst Harald Hendrikse estimates Porsche’s personalization arm generates €5.6 billion in sales and up to €2.5 billion in profit annually. However, he noted that Xiaomi’s offerings likely compete more with Audi, BMW, and Mercedes, adding that customization may boost global revenues by only 1%–2%.Xiaomi CEO Lei Jun said its new amethyst purple paint takes 50 hours to apply and rivals finishes from Rolls-Royce or Bentley. “I want more people to enjoy the service that comes with top-range luxury cars,” Lei said.The company’s luxury push extends beyond cars: Lei also unveiled a new smartphone positioned as a cheaper rival to Apple’s iPhone 17.On Stocktwits, retail sentiment for Xiaomi was ‘bullish’ amid ‘extremely high’ message volume.<a href="https://stocktwits.com/symbol/XIACF">Xiaomi’s U.S.-listed stock</a> has risen 60% so far in 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Citizens choose a Xiaomi electric car SU7 in a store in Yichang, Hubei Province, China on July 19, 2025. (Photo credit should read CFOTO/Future Publishing via Getty Images)

Xiaomi Takes On Porsche And Rolls-Royce With 24-Karat Gold EV Customization Push

Xiaomi has launched a luxury customization program for its SU7 Ultra electric sedan, offering gold badges, bespoke paint jobs, and premium trims to attract high-end buyers. 

U.S. auto safety regulators have announced a recall of 19,077 Nissan LEAF electric cars from the 2021 and 2022 model years due to concerns that the battery could overheat during fast charging, posing a fire risk.&nbsp;Nissan North America stated that the lithium-ion battery could overheat when using a Level 3 charger, thereby increasing the risk of fire. The automaker has advised owners not to use Level 3 quick charging until the issue is fixed.&nbsp;Dealers will update the battery software free of charge, with interim notification letters to be mailed on Oct. 24, followed by a second notice once the remedy is available.The Nissan action comes amid a wave of global automotive safety measures in September.&nbsp;The NHTSA closed probes into&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-regulator-closes-probe-into-stellantis-24000-alfa-romeo-vehicles/chDM6PoR37x">Alfa Romeo Giulia and Dodge Journey vehicles after Stellantis issued recalls</a>, while&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ford-recalls-over-115000-f-series-trucks-due-to-loss-of-steering-control-concerns/chD1dtdR33M">Ford Motor recalled</a> more than 115,000 F-Series trucks to address a potential loss of steering control.&nbsp;The regulator also opened an investigation into&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-regulator-opens-probe-into-174000-plus-tesla-model-y-vehicles/chwyiNgRdz5">Tesla’s Model Y&nbsp;</a>over reports of electronic door handle failures, and China’s SAMR ordered&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/xiaomi-e-vs-hit-by-major-recall-as-40-of-su-7-sedans-need-assisted-driving-fix/chDdqL4R3RR">Xiaomi to recall</a> nearly 117,000 SU7 sedans to fix flaws in its assisted driving system.Meanwhile, in Europe, Nissan is facing fresh regulatory scrutiny.&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nissan-french-supplier-payments-probe-losses-cost-cutting-plan/chDks5vR3Ea">The French government&nbsp;</a>is reviewing whether the company’s European arm paid suppliers on time and has requested detailed financial and payment records for 2024.&nbsp;The probe, led by France’s economy ministry, is set to include an inspection at Nissan Automotive Europe’s headquarters near Paris on Oct. 7. The automaker has not been accused of wrongdoing but could face fines of up to 2 million euros if violations are found.&nbsp;The French investigation comes as Nissan works through a $3.4 billion cost-cutting plan following a $535 million quarterly loss, marking its first in four years. The company aims to return to positive free cash flow by 2026, reduce its global manufacturing footprint, and may sell its Yokohama headquarters to KKR &amp; Co. under a lease-back deal. The automaker continues to carry junk credit ratings and faces $5.6 billion in debt maturing next year.On Stocktwits, retail sentiment for Nissan was ‘neutral’ amid ‘low’ message volume.<a href="https://stocktwits.com/symbol/NSANY">Nissan’s U.S.-listed stock</a> has declined 22% so far in 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Nissan is a car manufacturer from Japan. Photo: Matthias Balk/dpa (Photo by Matthias Balk/picture alliance via Getty Images)

Nissan Recalls Thousands Of LEAF EVs Over Fire Risk Linked To Battery Overheating

The move follows a wave of global auto safety actions in September, with probes into Stellantis, Ford, and Tesla.

Tesla is expected to top China’s electric vehicle market in September with about 72,000 deliveries, leading what Deutsche Bank says could be a month of record volumes for several Chinese EV makers.The figure would represent a 27% increase from August and keep volumes roughly flat from a year earlier, according to a CnEVPost&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://cnevpost.com/2025/09/24/china-sept-2025-ev-sales-preview/">report</a> citing a Deutsche Bank preview. Order flow was pegged at 73,000 units, driven by demand for the new six-seat, long-wheelbase Model Y L SUV, which was launched in August.&nbsp;Tesla Deliveries for new customers are currently slated for November, according to the company’s Chinese website. In the first three weeks of September, Tesla’s insurance registrations totaled 46,950 units.Nio is forecast to deliver a record 35,000 vehicles,&nbsp;representing a 12% month-on-month increase and a 65% year-on-year rise. The breakdown includes about 15,000 units each from the Nio and Onvo brands and 5,000 from Firefly.&nbsp;The new order flow for Nio in September was estimated at around 100,000 units, a 67% month-on-month increase, led by demand for the flagship ES8 SUV. Deutsche Bank noted that Onvo faced battery supply shortages, shifting allocations from the L60 SUV to the new L90 SUV.Xiaomi EV is expected to deliver 42,000 units, another record, marking a 15% increase from August and about 210% growth from a year ago. The company’s production rose 22% in August to 37,380 units, with capacity expected to exceed 50,000 units per month in the fourth quarter. September order flow was estimated at around 25,000 units, including 15,000 for the YU7 SUV and 10,000 for the SU7 sedan.Xpeng is projected to hit a record 40,000 vehicles, a 6% month-on-month increase. Of these, about 37,000 are expected to be domestic sales and 3,000 overseas. Orders for September were estimated at 45,000 units, down 13% from August due to weaker demand for the G7 SUV and new P7 sedan.Meanwhile, Li Auto is&nbsp;forecasted to reach 35,000 vehicles, up 23% from August but down 35% from last year. Expected new order flow was 50,000-55,000 units, of which 12,000-17,000 were for the newly introduced Li i6 SUV.BYD is estimated to report wholesale volumes of about 380,000 units, up 2% month-on-month but down 9% year-on-year. Domestic deliveries are expected to reach around 320,000 units, with new orders at a similar level, although down 2% from August.Deutsche Bank said September is shaping up as the peak sales season for Chinese EV makers.On Stocktwits, retail sentiment for Tesla was ‘neutral’ amid ‘high’ message volume, while BYD was ‘bullish’ with ‘high’ activity. Nio was ‘bearish’ with ‘normal’ volume, and both Xpeng and Li Auto were ‘bearish’ amid ‘low’ message volume.So far this year,&nbsp;<a href="https://stocktwits.com/symbol/TSLA">Tesla shares</a> are up 5.5%, while U.S.-listed stocks of&nbsp;<a href="https://stocktwits.com/symbol/NIO">Nio</a> and&nbsp;<a href="https://stocktwits.com/symbol/XPEV">Xpeng</a> have surged 58.9% and 79.3% respectively.&nbsp;<a href="https://stocktwits.com/symbol/LI">Li Auto’s U.S.-listed stock</a> is up 4.3%, and&nbsp;<a href="https://stocktwits.com/symbol/BYDDF">BYD’s U.S.-listed stock</a> has gained 21.5%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Shoppers walk past a Tesla showroom displaying various electric vehicle models on May 31, 2025, in Chongqing, China. (Photo by Cheng Xin/Getty Images)

Tesla Set To Lead China’s EV Market In September, Outpacing Nio, Xiaomi And Xpeng: Deutsche Bank

Chinese EV makers are bracing for a record month as peak sales season drives stronger deliveries.

Tesla recorded 17,300 insurance registrations in China for the week of Sept. 15–21, its strongest performance in three months and up 12.7% from 15,350 the week before.&nbsp;The Model Y SUV led with 10,340 units, while the new six-seat Model Y L added 850 and the Model 3 sedan contributed 6,060, according to a CnEVPost&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://cnevpost.com/2025/09/23/china-ev-insurance-registrations-week-ending-sept-21-2025/">report</a>.The Model Y L, Tesla’s first three-row version of its best-selling crossover, is proving to be a major growth driver. Since its Aug. 19 launch, orders have surged past 120,000, with nearly 10,000 vehicles selling out per day.&nbsp;Deutsche Bank echoed the momentum, saying dealer feedback showed August orders nearly doubled month-on-month to about 130,000, largely fueled by the long-wheelbase variant.&nbsp;The Model Y L starts at 339,000 yuan ($46,700), about 8% more expensive than the standard version, with an 82-kWh battery offering about 327 miles of range, 0–62 mph acceleration in 4.5 seconds, and nearly 90 cubic feet of cargo space. Deliveries began earlier this month, with handovers expected to ramp up in October.Tesla’s gains came as domestic rivals also posted solid numbers. BYD dominated with 70,700 registrations, Xiaomi followed at 10,800, Xpeng hit 9,200, Li Auto logged 8,600, and Nio reported 6,670 across its main, Onvo, and Firefly brands.&nbsp;Nio’s newly launched third-generation ES8 SUV, unveiled September 20 and delivered from Sept. 21, has yet to meaningfully impact weekly data. However, with 40,000 units of 2025 production already sold out,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nio-stock-tumbles-es8-demand-buyers-wait-2026-china-ev-tax-break-wind-down/chDhK04R3P4">new buyers face delivery waits of 24–26 weeks</a>, stretching into March 2026.Monthly delivery data highlight the crowded field. Tesla sold 57,152 units in August, a 9.9% year-over-year decrease but a 40.7% increase from July. BYD moved 373,626, Xiaomi delivered 36,396, Nio 31,305, Xpeng 37,709, and Li Auto 28,529.On Stocktwits, retail sentiment for Tesla was ‘bullish’ amid ‘high’ message volume.<a href="https://stocktwits.com/symbol/TSLA">Tesla’s stock</a> has risen 7.5% so far in 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A Tesla Model Y electric vehicle stands in front of the Tesla Gigafactory Berlin-Brandenburg plant

Tesla’s 3-Row Model Y L Powers China Surge, But BYD And Xiaomi Still Lead The EV Race

Xpeng and Li Auto also posted solid weekly gains, while Nio’s newly launched ES8 has yet to move the needle, though its 2025 production is already sold out with deliveries stretching into 2026.

Xiaomi will recall 116,887 Standard Edition SU7 sedans, about one-third of the model’s cumulative sales, and deploy an over-the-air software fix to address flaws in its advanced driver assistance system.The issue affects nearly 40% of SU7 sedans sold, Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-09-18/hong-kong-braces-for-twin-storms-as-forecasters-predict-super-typhoon?srnd=homepage-americas">reported</a>, citing China’s State Administration for Market Regulation (SAMR).Regulators said the L2 highway pilot system may not adequately recognize or warn of extreme driving scenarios, raising collision risks if drivers do not intervene. Xiaomi said the update&nbsp;will be rolled out through its HyperOS 1.10.0 system, covering both the SU7 sedan and the YU7 SUV, with improvements including enhanced speed adjustment in rainy and nighttime conditions.The SU7, launched in March 2024, has become Xiaomi’s flagship EV. Deliveries reached 305,055 units by July and 339,421 by August, accounting for nearly 89% of the company’s EV sales.&nbsp;At launch, the standard model did not include lidar sensors, which help vehicles map their environment. The YU7 SUV, introduced in June, logged over 240,000 preorders within 18 hours and delivered 24,824 units by August.The recall follows a March 29 crash involving a standard-version SU7 that killed three people after the assisted driving function disengaged one second before the vehicle struck a highway guardrail. The accident prompted Chinese authorities to tighten oversight of driver assistance technologies and EV designs, including recessed door handles.In July, founder and CEO Lei Jun said Xiaomi’s EV division is&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/xiaomi-s-ev-push-pays-off-su-7-sales-may-power-break-even-in-h2/chkucqjRbw4">expected to turn profitable in the second half of 2025</a>, citing momentum from the SU7. The unit posted a 500 million yuan ($69 million) loss last quarter, narrowing from 700 million yuan previously.&nbsp;The SU7 has outsold Tesla’s Model 3 in China every month since December through July, with 136,854 units delivered in 2024 and a full-year 2025 target of 350,000.On Stocktwits, retail sentiment for Xiaomi was ‘bullish’ amid ‘low’ message volume.<a href="https://stocktwits.com/symbol/XIACF">Xiaomi’s U.S.-listed stock</a> has risen 65.8% so far in 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Xiaomi EVs Hit By Major Recall As 40% Of SU7 Sedans Need Assisted Driving Fix

The Chinese regulator said Xiaomi SU7s may fail to detect critical scenarios, raising risks if drivers don’t intervene.

Rivian Automotive CEO RJ Scaringe&nbsp;believes the EV maker’s $5.8 billion technology alliance with Volkswagen Group will underpin the German automaker’s planned ID.1, a $20,000 EV he called Europe’s “answer to China.”&nbsp;Speaking at&nbsp;Morgan Stanley’s 13th Annual Laguna Conference on Thursday evening, Scaringe said the launch would draw close attention from competitors.“Every car company will buy it. BYD will buy it. Xiaomi will buy it and XPeng will buy it,” he said. He added that they would be “impressed” by the vehicle’s network architecture, ECU layout and electrical systems, which were designed to scale from VW’s entry-level models to Porsche and Audi flagships.R2 Autonomy&nbsp;To Leap Beyond HighwaysScaringe also spotlighted Rivian’s own product pipeline, led by the $45,000 R2 five-passenger SUV. While Rivian already offers hands-free driving on highways, he said the next step is “hands-free everywhere,” followed by “eyes-off” operation and eventually turn-by-turn autonomy.&nbsp;He said that&nbsp;the shift represents “something like a 50x increase in the number of roads that the vehicle is going to be able to drive on, driving itself.”The company plans to hold an event at the end of the year to showcase its autonomy technology, including hardware details, its compute and perception stack, and demonstrations of the system in operation.Scaringe forecast that hands-free driving on all roads will expand next year, with “eyes-off” autonomy targeted for 2027–2028. He said that if executed well, the feature could “unlock massive pools of demand” and significantly expand Rivian’s customer base.Data Flywheel Powers Rivian’s AI TrainingRivian’s Gen2 system marks a clean break from the Mobileye-based setup in its first vehicles. Scaringe said Rivian brought its compute, sensors and perception fully in-house, enabling the company to build a “data flywheel” to train its autonomy system using real-world driving data collected from its fleet.He said Rivian’s smaller vehicle base compared with Tesla’s is offset by advanced camera and radar systems, particularly 3D imaging radar, which helps improve training in difficult conditions like rain or fog.Not Enough EV Choices Under $50KScaringe&nbsp;reiterated that EV adoption in the U.S. remains stuck at around 8% because of limited options for mainstream buyers. “The number of great choices [under $50,000] is well under the number of fingers on my hand,” he said, pointing to Tesla’s Model 3 and Model Y as the only broadly compelling choices today. He described R2 as designed to fill that gap with a more affordable crossover alternative.He added that “there’s going to be some cross-shop and maybe some movement of customers from Tesla to Rivian,” though he emphasized the bigger opportunity is in reaching the 92% of car buyers who have not yet switched to EVs.On Stocktwits, retail sentiment for Rivian was ‘bearish’ amid ‘normal’ message volume.&nbsp;<a href="https://stocktwits.com/symbol/RIVN">Rivian’s stock</a> has risen 5% so far in 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.

RJ Scaringe at a featured session during SXSW Conference & Festivals at Hilton Austin Downtown on March 11, 2025. (Photo by Amy E. Price/SXSW Conference & Festivals via Getty Images)

Rivian CEO Says Volkswagen’s $20K EV Built On Its Tech Is Europe’s ‘Answer To China’ — And Even BYD, Xiaomi, XPeng Will Buy It

Scaringe also outlined the company’s autonomy roadmap, stating that the $45,000 R2 will transition from highway-only self-driving to “hands-free everywhere” and eventually “eyes-off” capability by 2028.

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.

Nio outperformed all major auto peers in August, recording the biggest one-month return while rivals such as Li Auto and BYD lagged behind.U.S.-listed shares of the Chinese EV maker&nbsp;were up 35.5% for the month, outperforming gains in XPeng, which rose 14%, along with 4% gains for both Tesla and Rivian, as well as 0.4% for Xiaomi, and losses of 15% each in both Li Auto and BYD.The Chinese EV maker also recorded its best-ever monthly deliveries, sending 31,305 vehicles to customers last month, representing year-on-year growth of 55% and an increase of 49% from July, after the company surpassed the record it set in December last year, according to a CnEVPost&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://cnevpost.com/2025/09/01/nio-delivers-31305-cars-aug-2025/">report</a>.&nbsp;The performance was driven by sub-brands Onvo and Firefly, both of which hit record highs. Onvo delivered 16,434 units, including 10,575 of the new L90 SUV, which launched on July 31 and began deliveries the following day.&nbsp;The L90 became the fastest model in Nio’s history to cross 10,000 units in its first month. Firefly delivered 4,346 vehicles in August, an 84% increase from July. The company began sales in Norway and the Netherlands, and sold out a 333-unit limited edition in China within 30 hours. The main Nio brand was weaker, delivering 10,525 vehicles in August, down 48% from the same period a year earlier and 17% from July.From January to August, Nio delivered 166,472 vehicles, up 30% from the prior year, including 54,272 from Onvo and 14,555 from Firefly. Cumulative deliveries stood at 838,036 by the end of August.&nbsp;In 2024, the company delivered 221,970 vehicles, up 39% from 2023, spanning both its premium Nio brand and the lower-cost Onvo line launched in May 2024.The company began pre-sales of its third-generation ES8 SUV on Aug. 21 ahead of an official launch at Nio Day in late September. CEO William Li said reservations were strong, even exceeding those for the Onvo L90.Meanwhile,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/jpmorgan-upgraded-nio-shares-with-price-target-hike/chsHCIGRdjA">JPMorgan upgraded Nio to ‘Overweight</a>’ from “Neutral” in August, raising its price target to $8 from $4.8. The bank’s equity research arm highlighted three upcoming events: the release of second-quarter results on Sept. 2, the formal launch of the ES8 at Nio Day on September 20, and the anticipated unveiling of the Onvo L80 SUV at the Guangzhou Auto Show in November. It forecast Nio’s vehicle deliveries would grow 50% in 2025 and 47% in 2026.On Stocktwits, retail sentiment for Nio has stayed bullish for a year, with message volume climbing from “low” to “high” since mid-August.<a href="https://stocktwits.com/symbol/NIO/news">Nio’s U.S.-listed stock</a> has risen 46% so far in 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Nio logo is seen at the NIO booth in the National Exhibition Center in Shanghai, China. (Photo by Ying Tang/NurPhoto via Getty Images)

Nio Stock Crushes Tesla, BYD, Other EV Rivals In August With 36% Rally As Deliveries Hit Record Highs

The performance was driven by sub-brands Onvo and Firefly, both of which hit fresh delivery peaks.

Tesla’s new long-wheelbase Model Y L SUV has driven a surge in demand in China, with Deutsche Bank projecting the company’s August new order flow to double month-on-month to about 130,000 units, citing dealer feedback.The six-seat, three-row version of Tesla’s best-selling SUV was&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-just-launched-new-model-y-l-in-china-here-s-everything-you-need-to-know/chsgGy1RdX8">launched in China on Aug. 19</a>, with initial deliveries&nbsp;scheduled for September and customer handovers beginning in October.&nbsp;Deutsche Bank also forecasts 53,000 Tesla deliveries in China this month, up 29% from July but down 17% year-on-year. Tesla sold 40,617 vehicles in China in July, according to a CnEVPost&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://cnevpost.com/2025/08/27/china-aug-2025-ev-sales-preview/">report</a>.The Model Y L starts at 339,000 yuan ($46,700), about 8% more than the current shorter Model Y. It features an 82 kWh LG NMC battery pack with a 327-mile range, all-wheel drive, and new three-row seating with upgraded interior, suspension, and technology.Other EV makers are also expected to post strong August results. Nio is expected to hit a record 32,000 deliveries in August, with Xiaomi close behind at 34,000 and Xpeng at 39,000.&nbsp;BYD is projected to move about 345,000 vehicles on a wholesale basis,&nbsp;while Li Auto is expected&nbsp;to move 30,000, marking its third consecutive annual decline.On Stocktwits,&nbsp;retail sentiment for Nio was&nbsp;last seen as ‘extremely bullish’&nbsp;amid ‘extremely high’ message volume, while Xpeng also drew ‘bullish’ sentiment with ‘extremely high’&nbsp;chatter.&nbsp;Tesla and BYD were both ‘bullish’ on ‘normal’ volume, Li Auto was ‘bullish’ with ‘high’ engagement, and Xiaomi stood out with a ‘bearish’ tilt amid ‘low’ chatter.So far in 2025,&nbsp;<a href="https://stocktwits.com/symbol/NIO">Nio’s stock</a> has gained 53.7%,&nbsp; <a href="https://stocktwits.com/symbol/XIACY">Xiaomi</a> is up 58%, Xpeng has more than doubled, and&nbsp;<a href="https://stocktwits.com/symbol/BYDDF">BYD</a> has climbed 35.5%.&nbsp;<a href="https://stocktwits.com/symbol/LI">Li Auto</a> has inched up 2.8% year-to-date, while&nbsp;<a href="https://stocktwits.com/symbol/TSLA">Tesla</a> has declined 13%.($1=7.15)For updates and corrections, email newsroom[at]stocktwits[dot]com.

People view a Tesla Model Y L electric SUV at a Tesla store on August 20, 2025 in Hangzhou, Zhejiang Province of China. (Photo by Long Wei/VCG via Getty Images)

Tesla’s New Model Y L Poised To Spark Order Boom In China — Deutsche Bank Sees 100% Monthly Jump

Deutsche Bank also expects Tesla to sell about 53,000 vehicles in China this month, rebounding from July’s slump.

Xiaomi Corp. engages in the design, manufacture and sale of smartphone, hardware and software products. Its business covers power bank, audio, camera and lifestyle. Xiaomi doing business through three business segments-Hardware, E-commerce & New Retail and Internet services. Its products include power bank pro, headphones, in-ear headphones pro, bluetooth headset basic with dock, bluetooth speaker, sphere camera, home security camera, action camera, robot builder, electric scooter, bedside lamp, and body composition scale. The company was founded by Jun Lei, Bin Lin, Wan Qiang Li, Feng Hong, De Liu, Chuan Wang, and Jiang Ji Huang on March 3, 2010 and is headquartered in Beijing, China.

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