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Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technology's stock is trending due to a recently filed 6-K related to a $1.4 billion contract, sparking bullish sentiment and discussions about the company's cash flow. The community is debating the significance of the contract details and whether additional capital will be needed. Some investors express concerns about Robinhood's actions and institutional short positions affecting the stock's performance.

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 due to easing FAA restrictions and securing new orders, including a significant deal with Turkish Airlines. The community is debating whether these positive catalysts will translate to a meaningful production ramp-up and stock price movement, especially with ongoing labor negotiations. Some investors express concerns about Boeing's ability to execute its backlog and improve quality, while others see it as a long-term buy opportunity.

Ethereum is a global, open-source platform for decentralized applications. In other words, the vision is to create a world computer that anyone can build applications in a decentralized manner; while all states and data are distributed and publicly accessible. Ethereum supports smart contracts in which developers can write code in order to program digital value. Examples of decentralized apps (dapps) that are built on Ethereum includes tokens, non-fungible tokens, decentralized finance apps, lending protocol, decentralized exchanges, and much more.  On Ethereum, all transactions and smart contract executions require a small fee to be paid. This fee is called Gas. In technical terms, Gas refers to the unit of measure on the amount of computational effort required to execute an operation or a smart contract. The more complex the execution operation is, the more gas is required to fulfill that operation. Gas fees are paid entirely in Ether (ETH), which is the native coin of the blockchain. The price of gas can fluctuate from time to time depending on the network demand.

Ethereum

Ethereum is trending as the crypto market experiences a notable downturn, sparking debates about potential buying opportunities versus further declines. Community discussions revolve around factors like options expiry, economic data, and government shutdowns potentially influencing price action. Despite the volatility, some participants remain optimistic about Ethereum's long-term prospects, particularly regarding stablecoins, tokenization and the anticipation of 'Uptober'.

Crinetics Pharmaceuticals, Inc. operates as a clinical stage pharmaceutical company focused on the discovery, development, and commercialization of novel therapeutics for rare endocrine diseases and endocrine-related tumors. Its product candidate, CRN00808, is an oral nonpeptide somatostatin agonist for the treatment of acromegaly. The firm is also developing other oral nonpeptide somatostatin agonists for neuroendocrine tumors and hyperinsulinism, as well as an oral nonpeptide ACTH antagonist for the treatment of Cushing's disease. The company was founded by R. Scott Struthers, Yun-Fei Zhu and Stephen F. Betz in 2008 and is headquartered in San Diego, CA.

Crinetics Pharmaceuticals Inc

CRNX is trending due to bullish sentiment after positive analyst coverage and discussion around potential short squeezes; the community is actively debating the stock's valuation and future price movement, particularly in light of its recent FDA approval for PALSONIFY. Some traders are expressing concerns about the stock being overvalued, while others are optimistic about its long-term potential and pipeline.

Costco Wholesale Corp. engages in the provision of operation of membership warehouses through wholly owned subsidiaries. It operates through the following geographical segments: United States, Canada, and Other International Operations. The company was founded by James D. Sinegal and Jeffrey H. Brotman in 1983 and is headquartered in Issaquah, WA.

Costco Wholesale Corp

Costco is trending as investors anticipate the earnings report, gauging consumer resilience amidst economic uncertainty and potential tariff impacts. Community discussions revolve around whether the company's value-driven model and membership strength can justify its high valuation, with some expressing concerns about slowing growth and DEI policies.

BTQ Technologies Corp. engages in the business of post-quantum encryption. It focuses on applications to the blockchain industry. Its products include PQScale, Keelug, Kenting, Preon, QPoW, and QByte. The company was founded by Nicolas Roussy Newton on March 26, 2021 and is headquartered in Vancouver, Canada.

BTQ Technologies Corp

BTQ Technologies (BTQQF/BTQ) is trending due to its recent Nasdaq uplisting, sparking discussions about increased institutional investment and potential for growth in the quantum computing sector. The community is weighing the potential for contract announcements and the impact of its post-quantum cryptography on stablecoins and digital assets. Some investors are also monitoring news and potential dilution following the uplisting.

Eason Technology Ltd. engages in the provision of loan facilities to micro, small and medium size enterprises, and sole proprietors. It also offers microfinance lending services. The company was founded by Qi Ming Xu and Kang Kai Zeng on June 24, 2010 and is headquartered in Wuhan, China.

Eason Technology Ltd. - ADR

Eason Technology Ltd ADR

Eason Technology is trending as traders discuss its low float and potential for a short squeeze, referencing past runs and compliance with NYSE American. Community members are also highlighting a potential crypto angle and speculating about upcoming news or PR. Some traders point to technical indicators suggesting a possible breakout.

Riot Platforms, Inc. is a bitcoin mining company, which engages in the provision of special cryptocurrency mining computers. It invests in Verady, Coinsquare, and Tess. It operates through the Bitcoin Mining and Engineering segments. The Bitcoin Mining segment focuses on maximizing ability to successfully mine Bitcoin by growing hash rate. The Engineering segment designs and manufactures power distribution equipment and custom engineered electrical products that provides them the ability to vertically integrate many of the critical electrical components and engineering service. The company was founded on July 24, 2000 and is headquartered in Castle Rock, CO.

Riot Platforms Inc

Riot Blockchain Inc

Riot Blockchain is trending following upgrades from Citigroup and JP Morgan, with analysts citing the company's potential expansion into AI and high-performance computing. Community members are actively discussing the possibility of a short squeeze, while also monitoring Bitcoin's price movements and overall market sentiment. Chatter includes debate on the company's valuation relative to peers and potential for further gains.

BrokeCoin is a meme-meets-utility cryptocurrency project operating under the ethos of Transparency, Community, and Respect. Formally registered as an LLC in Wyoming, USA, BrokeCoin is building an expansive ecosystem that combines light-hearted spirit of meme culture with real-world crypto utilities—spanning gaming, staking, NFTs, web services, and an e-commerce platform. Brokecoin believes in developing useful and interesting meme-inspired utilities to both service the crypto industry, and generate value for holders.

Brokecoin

Brokecoin is trending due to community enthusiasm and ongoing development efforts, with members rallying around the project's long-term potential. The community is actively promoting the coin's unique qualities and anticipating upcoming utilities, while also aiming for a token burn event at a specific watcher count. Despite some skepticism, supporters emphasize the coin's resilience and potential within the Solana ecosystem.

Pupu is a community-driven meme project centered around the character “Pupu the Frog,” who represents lighthearted fun and adventure within the crypto space. The project aims to build a digital ecosystem where holders can engage with the narrative of Pupu through memes, social interactions, and community activities. At its core, the project highlights creativity, entertainment, and community participation as primary utilities, while maintaining a transparent and decentralized structure that evolves through user engagement.

Pupu

$PUPU.X is gaining attention as a potential successor in the meme coin space, drawing comparisons to $PEPE. The community is actively discussing its chart breakout and accessibility through Phantom Wallet, while also noting its presence on the Solana blockchain.

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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.

Equity

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.

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 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.

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.

Can Apple's Latest iPhones and iPhone Air Improve Competitive Prowess?

AAPL unveils iPhone 17 lineup and its thinnest iPhone Air yet, aiming to lift sales amid rising global smartphone competition.


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.

Retail sentiment has turned cautious on Xpeng and Xiaomi ahead of their quarterly earnings on Tuesday, despite both carmakers turning in strong July delivery numbers in China’s cutthroat electric vehicle market.Xpeng&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/x-peng-xiaomi-post-strong-july-sales-as-china-ev-price-war-heats-up-li-auto-nio-data-due-next/chr3oz9RdGY">delivered 36,717 vehicles last month</a>, soaring 229% from a year earlier, the ninth consecutive month of deliveries exceeding 30,000, bringing the total to over 800,000.&nbsp;Meanwhile, Xiaomi crossed the 30,000 milestone for the first time last month on the strength of its SU7 sedan, which has been flying off shelves since its launch, as well as the newly launched YU7 crossover, which undercuts Tesla’s Model Y by 10,000 yuan.&nbsp;The SU7 has a starting price of 215,900 yuan, and the two models combined form the cornerstone of Xiaomi’s 2025 sales target of 350,000 vehicles.On Stocktwits, retail sentiment was ‘bearish’ for both Xpeng and Xiaomi, with message volume ‘high’ for Xpeng and ‘normal’ for Xiaomi.Analysts at Koyfin expect Xpeng’s revenue to surge 120% year-on-year to $1.12 billion, while losses are projected to narrow. GAAP EPS is forecast at a loss of $0.15, compared with a $0.18 loss in the same quarter last year.For Xiaomi, revenue is expected to rise 29% to $15.99 billion, with adjusted EBITDA projected to increase 57% to $1.60 billion. Adjusted EPS is forecast at $0.05, up from $0.03 in the corresponding quarter of 2024.Even with solid sales momentum, China’s EV industry is still feeling the aftershocks of a prolonged price war and is now under closer regulatory scrutiny, leaving investors cautious about how much longer the growth streak can last.&nbsp;BYD, the market leader, posted its first monthly decline of 2025 in July, delivering 341,030 units compared with 377,628 in June, after steep price cuts earlier in the year.Geely Automobile Holdings is also narrowing the gap with BYD after a 47% jump in first-half deliveries helped lift revenue 27% to 150.3 billion yuan ($21 billion), surpassing Volkswagen’s brand sales in China to rank second behind BYD.&nbsp;China’s Passenger Car Association said 17 models saw price cuts in July, down from 23 a year earlier, as authorities push for “anti-involution” measures to reduce destructive price competition, according to a Bloomberg&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-08-08/china-car-sales-slow-as-anti-price-war-drive-hurts-demand">report</a>.Retail car sales fell 12% from June to 1.8 million units, though they rose 6.3% year-on-year, with officials expecting growth in 2025 despite scaled-back tax exemptions starting next year.While&nbsp;<a href="https://stocktwits.com/symbol/XPEV">Xpeng’s U.S. stock</a> has risen 64% so far in 2025,&nbsp;<a href="https://stocktwits.com/symbol/XIACY">Xiaomi’s U.S. stock</a> jumped 53.7% over the same period.For updates and corrections, email newsroom[at]stocktwits[dot]com.Editor's Note: The story has been updated to reflect the accurate numbers for XPeng's earnings, and certain quarter-over-quarter comparisons have been changed to year-over-year comparisons for better context.

Xiaomi YU7 electric mid-size crossover SUV is parked under cherry blossom trees at Wuhan University on March 25, 2025 in Wuhan, Hubei Province of China. (Photo by Tian Chunyu/VCG via Getty Images)

Xpeng, Xiaomi Face Retail Pessimism Ahead Of Quarterly Results As China EV Price War Pressures Linger

Analyst estimates point to surging revenue and narrowing losses for Xpeng, while Xiaomi is expected to post strong sales growth with improving profitability.

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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