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UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealth Group is trending sharply lower following reports of proposed near-flat Medicare Advantage payment rates for 2027 and mixed Q4 earnings with soft revenue guidance. This has ignited a fierce debate among investors, with many seeing an overdone sell-off and a prime buying opportunity, while others warn of a 'falling knife' amidst persistent regulatory headwinds for the broader health insurance sector. Community discussion centers on the potential long-term impact on margins and the stock's future trajectory.

Redwire Corp. manufactures and supplies space equipment. It offers critical space solutions and reliability components for the next generation space economy with IP for solar power generation and in-space 3D printing and manufacturing. It assists its customers in solving challenges of future space missions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwire is trending following its selection for a substantial Missile Defense Agency SHIELD IDIQ contract, sparking widespread discussion about its role in national defense initiatives like "Golden Dome." Bulls are emphasizing the immense revenue potential and short squeeze possibilities, while skeptics caution about the multi-vendor, non-guaranteed nature of the award and the stock's historical volatility. This development underscores Redwire's positioning as a key player within the expanding space and defense sectors.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. It provides online news services where users can select and rank web content. The firm also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit (RDDT) is experiencing notable downward movement, fueling community concerns around reported executive share sales and a recent analyst report on advertising feedback. The discussion also touches on shifts in AI data sourcing, with YouTube reportedly surpassing Reddit as a citation for large language models, and potential social media usage restrictions for minors abroad, creating a complex sentiment for the platform.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), Global Services (BGS), and Boeing Capital (BCC). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The Boeing Capital segment seeks to ensure that Boeing customers have the financing they need to buy and take delivery of their Boeing product and manages overall financing exposure. The company was founded by William Edward Boeing on July 15, 1916 and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is trending following its latest earnings report, which presented a mixed picture with a revenue beat and positive free cash flow, largely supported by a one-time asset sale. The community is actively debating the company's significant progress in increasing aircraft deliveries and a record backlog, juxtaposed against concerns over underlying adjusted profitability and substantial debt. This dual narrative frames conversations around the aerospace giant's ongoing recovery and future growth trajectory.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Wave Quantum is trending after announcing key developments, including a collaboration on U.S. air and missile defense planning that demonstrated quantum-classical hybrid application efficiency, alongside a new university agreement and headquarters relocation. The community is actively discussing these strategic moves and the company's dual-platform approach, anticipating a significant boost to its market position and potential for future contracts in the expanding quantum computing sector.

Intellia Therapeutics, Inc. is a clinical stage genome editing company, which engages in the development of curative therapeutics using the CRISPR/Cas9 system. Its CRISPR/Cas9 system transforms medicine by both producing therapeutics that permanently edit and/or correct disease-associated genes in the human body with a single treatment course, and creates engineered cells that can treat oncological and immunological diseases. The company was founded by Andrew May, Luciano Marraffini, Rodolphe Barrangou, Nessan Bermingham, Rachel Haurwitz, Erik Sontheimer, Jennifer Doudna, and Derrick Rossi in May 2014 and is headquartered in Cambridge, MA.

Intellia Therapeutics Inc

Intellia Therapeutics is trending following the FDA's decision to lift the clinical hold on its MAGNITUDE-2 Phase 3 trial for ATTRv-PN, allowing patient enrollment to resume. This pivotal news is fueling optimism among investors, who are actively discussing the potential for a short squeeze given the stock's significant short interest and view this as a major positive catalyst for the broader gene-editing sector.

BlackRock Institutional Trust Company N.A. - iShares Silver Trust

iShares Silver Trust

The iShares Silver Trust ($SLV) is trending due to an extraordinary, volatile price surge, fueling intense debate over a potential short squeeze and market manipulation. Bulls point to acute supply shortages, massive industrial demand, and de-dollarization as drivers for continued gains, while bears warn of an imminent 'blow-off top' and sharp correction. This fierce tug-of-war highlights the community's captivated focus on silver's unprecedented movements.

American Airlines Group, Inc. is a holding company, which engages in the operation of a network carrier through its principal wholly owned mainline operating subsidiary, American. The firm offers air transportation for passengers and cargo. It operates through the following geographical segments: Domestic, Latin America, Atlantic, and Pacific. The company was founded on December 9, 2013, and is headquartered in Fort Worth, TX.

American Airlines Group Inc

American Airlines is trending following a mixed earnings report, where a Q4 miss, largely attributed to external factors like a government shutdown and a major winter storm, is being weighed against an optimistic 2026 outlook for adjusted earnings and free cash flow. Community discussion is focused on the airline's projected future performance and demand resilience, with many noting technical indicators suggesting potential for a strong rebound despite recent operational challenges.

General Motors Co. engages in the designing, manufacturing, and selling of trucks, crossovers, cars, and automobile parts, and in providing software-enabled services and subscriptions. It operates through the following segments: GMNA, GMI, Cruise, and GM Financial. The company was founded by William C. Durant on September 16, 1908 and is headquartered in Detroit, MI.

General Motors Company

General Motors is trending significantly upward, driven by a strong earnings beat, a notable dividend increase, and a $6 billion share buyback authorization. The community is actively discussing this strategic pivot to enhance profitability, especially amidst broader skepticism around EV demand and the company's re-evaluation of its electric vehicle roadmap.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is trending following news that prominent investor Michael Burry has acquired shares, articulating a long-term value thesis focused on the company's robust cash position and strategic potential under Ryan Cohen, rather than meme-stock speculation. This has ignited fervent discussion within the community, with many celebrating the perceived validation, while others remain skeptical of sustained price action, still debating the role of past short squeezes versus a fundamental value turnaround.

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<ul class="summary-bullets"><li>Xiaomi’s EV business accelerated with record deliveries and its first operating profit.</li><li>The company warned smartphone prices will rise next year due to surging memory-chip costs.</li><li>EV, AI and new-initiative revenue grew sharply, now making up a quarter of total sales.</li></ul>Xiaomi’s U.S.-listed shares suffered their sharpest single-day decline in almost seven months after the company warned that smartphone prices will rise next year due to soaring memory-chip costs. The selloff overshadowed a quarter in which Xiaomi’s fast-scaling electric-vehicle business continued to deliver blockbuster growth and its first sustained profitability.The company’s U.S.-listed stock closed down 7.4% on Wednesday and its Hong Kong-listed stock fell 3.6% in late Asian trade on Thursday.<h2 class="st-heading-2">EV Division Emerges As Xiaomi’s Bright Spot</h2>Despite the market reaction, Xiaomi’s EV division remains the strongest part of the company’s growth story. The company now expects to deliver more than 400,000 cars this year, racing past its earlier<a href="https://stocktwits.com/news-articles/markets/equity/xiaomi-stock-snaps-3-day-losing-streak-as-ev-unit-turns-first-profit-and-nears-full-year-delivery-target-in-18-months/cLP8uTAREJB"> 350,000-unit target “by this week.”</a> It also marked Xiaomi’s 500,000th vehicle rolling off the production line on Thursday, marking a milestone just 19 months after the company’s first EV sale, according to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-11-20/xiaomi-ups-2025-ev-delivery-goal-to-400-000-after-breaking-even">report</a>.Xiaomi’s EV, AI and “new initiatives” segment accounted for 25% of total revenue in the third quarter (Q2). EV revenue climbed to 28.3 billion yuan, up from 20.6 billion yuan in the second quarter (Q2) and 18.1 billion yuan in the first quarter (Q1). The division also turned its first operating profit of 700 million yuan, making Xiaomi one of the fastest companies to achieve EV profitability at scale.Quarterly EV deliveries reached 108,796, boosted by the new YU7 electric SUV launch. Xiaomi will accelerate production, reduce wait times and increase R&amp;D spending, especially on more advanced AI-driven driver-assistance features.<h2 class="st-heading-2">Smartphone Price Warning Sparks the Selloff</h2>The decline in Xiaomi’s shares came shortly after President Lu Weibing warned that memory chip inflation would push smartphone prices higher in 2025. He said pressure from chip costs would be “much heavier” next year, adding that “price increases alone won’t be enough” to offset rising component expenses, Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/asia-pacific/xiaomi-reports-22-jump-q3-revenue-2025-11-18/">noted</a>.Global memory-chip makers have shifted capacity toward high-bandwidth memory for AI servers, tightening supply for chips used in smartphones. The warning followed earlier consumer criticism of Xiaomi’s new Redmi K90 model's pricing.Xiaomi shipped 43.3 million smartphones during the quarter, up 0.5% year-on-year, holding on to third place globally with a 13.6% market share. Quarterly revenue rose 22.3% to 113.1 billion yuan, but came in below analyst expectations.<h2 class="st-heading-2">Stocktwits Users See ‘Buy’ Opportunity&nbsp;</h2>On Stocktwits, retail sentiment for Xiaomi was ‘neutral’ amid ‘high’ message volume.<figure class="image"><img style="aspect-ratio:971/142;" src="https://news.stocktwits-cdn.com/xiacy_ss_png_d6a3f576f3.webp" alt="xiacy ss.png" width="971" height="142"><figcaption>XIACY sentiment and message volume as of November 21 | Source: Stocktwits</figcaption></figure>One user called the decline an “amazing buy opportunity.”<stembedurl>https://stocktwits.com/Parched_River_Capital/message/636729061</stembedurl>Another user pushed back, saying bears had warned&nbsp;of shrinking margins, fierce competition, and long wait times, but noted that premium phones are climbing, EVs are scaling fast, and margins are at record highs, adding that Xiaomi is “winning.”<stembedurl>https://stocktwits.com/Parched_River_Capital/message/636690778</stembedurl><a href="https://stocktwits.com/symbol/XIACY">Xiaomi’s U.S.-listed stock</a> has declined 7.4% so far in 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Xiaomi Stock Tumbles On Warning Of Higher Smartphone Prices — Will Explosive EV Growth Spark A Rebound?

Xiaomi’s EV business accelerated with record deliveries and its first operating profit.

Equity

<ul class="summary-bullets"><li>Xiaomi’s EV business posted its first quarterly operating profit on stronger SU7 sales and efficiency gains.</li><li>Deliveries accelerated in Q3 and October, putting the company on track to meet its full-year target as early as this week.</li><li>The company highlighted progress in autonomous driving and AI as core to its long-term EV strategy.</li></ul>U.S.-listed shares of Xiaomi snapped a three-day losing streak on Tuesday after the company reported a breakthrough quarter for its electric-vehicle business, which posted its first operating profit and moved closer to its full-year delivery goal less than two years after entering the auto market.The stock rose 0.2% to $26.75 on Tuesday after hitting&nbsp;its lowest level in nearly seven months on Monday, a drop that followed Barclays’ decision to cut the stock’s price target to $40 from $43 ahead of its third quarter (Q3) report.On the company’s earnings call, Xiaomi said its Smart EV, AI and new initiatives segment delivered its first quarterly operating profit of 700 million yuan in Q3, helped by rising sales of the SU7 lineup and stronger factory efficiency.<h2 class="st-heading-2">Deliveries Surge Toward Full-Year Target</h2>The company delivered 108,796 EVs during the third quarter, bringing total deliveries for the first three quarters to 265,967 units. October stood out, with deliveries topping 40,000, and the company said that momentum should be enough to reach its full-year goal of 350,000 units as early as this week. They added that wait times for the SU7 Pro and Pro Max have come down noticeably due to factory upgrades and smoother supply chains, and Xiaomi is continuing to ramp production for both models. The company expects deliveries to keep rising into 2026.<h2 class="st-heading-2">A ‘Young’ Carmaker Scaling Fast</h2>Xiaomi described itself as a “young company” in autos, noting it has been delivering cars for only about 18 months, yet volumes continue to rise on the back of quality reforms and a tighter production cycle. The company has expanded its retail footprint, operating 402 EV sales centers across 119 cities and 209 service locations across 125 cities in Mainland China as of September.<h2 class="st-heading-2">Autonomous Driving Becomes A Core Battleground</h2>Xiaomi said autonomous driving sits at the center of its long-term EV strategy. Its latest EVs use LiDAR-equipped setups supported by major leaps in training data that have expanded from 3 million to 10 million clips, which Xiaomi said has improved driving performance.The company is deploying its MiMo large AI models, including multimodal and language-based models, to provide intelligent computing capabilities for autonomous driving&nbsp;and improved in-car cabin experiences. The company has also been rolling out updated versions of its autonomous-driving software, highlighting recent improvements and new capabilities.<h2 class="st-heading-2">The Road Ahead</h2>Xiaomi said its EV unit remains focused on scale rather than margins in a market that produces more than 22 million vehicles a year, though the company added that the division’s gross margin is healthy and should be supported by ongoing efficiency gains. It also expects&nbsp;improved operational efficiency to help soften the impact of subsidies and vacancy taxes.&nbsp;<h2 class="st-heading-2">Stocktwits Users Flag Xiaomi’s EV Momentum</h2>On Stocktwits, retail sentiment for Xiaomi was ‘bullish’ amid ‘high’ message volume.<figure class="image"><img style="aspect-ratio:961/139;" src="https://news.stocktwits-cdn.com/xiacy_png_866ae7bb5b.webp" alt="xiacy.png" width="961" height="139"><figcaption>XIACY sentiment and message volume as of November 18 | Source: Stocktwits</figcaption></figure>One user said Xiaomi’s strong revenue, profit, and EV growth were being overlooked by the market, adding that “fundamentals are screaming upside” and the company could look “massively undervalued” if its EV momentum continues into 2026.<stembedurl>https://stocktwits.com/NearDipXperience/message/636563727</stembedurl>Another user said, “<a href="https://stocktwits.com/symbol/XIACY">$XIACY</a> is going to be what<a href="https://stocktwits.com/symbol/TSLA"> $TSLA</a> claims to be!”<stembedurl>https://stocktwits.com/Parched_River_Capital/message/636597413</stembedurl><a href="https://stocktwits.com/symbol/XIACY">Xiaomi’s U.S.-listed stock</a> has declined 22% 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 Stock Snaps 3-Day Losing Streak As EV Unit Turns First Profit And Nears Full-Year Delivery Target — All In Just 18 Months

Deliveries accelerated in Q3 and October, putting the company on track to meet its full-year target as early as this week.

<ul class="summary-bullets"><li>The X9 Extended-Range Electric Vehicle (EREV) will offer a CLTC range of 1,602 km and a pure battery range of 452 km, setting a new benchmark among large seven-seaters.</li><li>Built on Xpeng’s Kunpeng Super Electric System, the model combines hybrid flexibility with advanced AI computing power equivalent to nine Nvidia Orin-X chips.</li><li>The launch comes as China’s premium EV market faces renewed safety scrutiny following recent vehicle fire incidents involving Li Auto and Xiaomi.</li></ul>Chinese electric vehicle maker Xpeng said it will unveil its extended-range X9 multi-purpose vehicle (MPV) next week, likely on Nov. 5, during its 2025 AI Day event.&nbsp;<h2 class="st-heading-2">X9 EREV To Set Benchmark In Range And Computing Power</h2>The X9 Extended-Range Electric Vehicle (EREV) will be the world’s longest-range large seven-seater, offering a CLTC combined range of 1,602 kilometers and a pure battery range of 452 kilometers, CnEVPost&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://cnevpost.com/2025/10/31/xpeng-to-debut-x9-erev-next-week/">reported</a>, citing Xpeng’s post on Weibo.&nbsp;The company said it’s also the most powerful large MPV in AI computing, equipped with three self-developed Turing driving chips and a Qualcomm Snapdragon 8295P cockpit processor, delivering 2,250 TOPS of computing power, which is equivalent to nine Nvidia Orin-X chips.The model runs on the company’s Kunpeng Super Electric System, introduced at Xpeng’s 2024 AI Day, and features a 63.3-kWh battery alongside a 60-liter fuel tank. Slightly longer than its all-electric sibling, the X9 EREV measures 5,316 mm in length and will start at 359,800 yuan ($50,610).With its hybrid setup and autonomous-driving hardware, the X9 positions Xpeng against rivals such as Li Auto’s Li Mega in the high-end MPV category, as the sector faces renewed safety scrutiny following recent incidents.<h2 class="st-heading-2">Safety Incidents Put Spotlight On Premium EV Makers</h2>The timing of Xpeng’s X9 announcement coincides with mounting concerns over EV safety standards in China. Earlier this week, Li Auto’s Li Mega, a direct competitor in the premium electric MPV segment,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/li-auto-stock-slides-in-hong-kong-as-ev-bursts-into-flames-in-shanghai-retail-traders-build-quality/cLGJWpVR3sO">caught fire at a traffic light in Shanghai’s Xuhui district</a>. The vehicle reportedly emitted sparks from its chassis before becoming fully engulfed in flames within seconds. Both occupants escaped unharmed.The incident, which followed a fatal fire involving Xiaomi’s SU7 in mid-October, has reignited debate over battery design and quality control among Chinese automakers.&nbsp;Analysts at UOB Kay Hian, including Ken Lee and Bella Lu, said stricter smart-driving access rules could improve public trust and safety, benefiting established players such as BYD, Geely, and Xpeng, while weighing on weaker peers like Li Auto.<h2 class="st-heading-2">‘Better Than Tesla:’ Stocktwits Users Tout Xpeng’s Cars</h2>On Stocktwits, retail sentiment for Xpeng was ‘bullish’ amid ‘high’ message volume.One bullish user suggested Xpeng could eventually reach $100 a share, noting that while its marketing still needs work, the company’s vehicles are “better than Tesla.”<stembedurl>https://stocktwits.com/Miles277/message/634342961</stembedurl>Another user expressed optimism ahead of October delivery data, saying they expected the figures to come in stronger than anticipated.<stembedurl>https://stocktwits.com/offpist/message/634317245</stembedurl><a href="https://stocktwits.com/symbol/XPEV">Xpeng’s U.S.-listed stock</a> has surged 94% so far in 2025,&nbsp;handily beating gains notched by local rivals Nio and Li Auto, as well as benchmark S&amp;P 500 and Nasdaq indices.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Xpeng Motors LOGO, Chongqing, China on May 9, 2025. (Photo credit should read CFOTO/Future Publishing via Getty Images)

Xpeng To Unveil Longest-Range Hybrid MPV Yet — Retail Traders Hail X9 As ‘Better Than Tesla’ Ahead Of AI Day Reveal

The X9 Extended-Range Electric Vehicle (EREV) will offer a CLTC range of 1,602 km and a pure battery range of 452 km, setting a new benchmark among large seven-seaters.

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.

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.

Build-A-Bear and CaliberCos have been highlighted as Zacks Bull and Bear of the Day

Build-A-Bear earns Bull of the Day honors on strong earnings momentum, while CaliberCos struggles as the latest Bear pick.

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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