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Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Celsius ($CELH) is trending as investors anticipate upcoming earnings, with some expecting a strong report due to the Alani Nu acquisition and increased distribution with Pepsi. Community members are actively discussing potential price targets and whether the stock will break out, while also noting pre-earnings manipulation. Bullish sentiment seems high, with many believing $CELH is poised for continued growth in the energy drink market.

Snap, Inc. operates as a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap is trending following Q3 earnings and a new $400M AI partnership with Perplexity. Community discussions revolve around the potential for a short squeeze and the long-term implications of AI integration for Snap's growth and profitability, with some expressing skepticism about the company's ability to sustain its gains.

Duolingo, Inc. is a language-learning website and mobile application, which engages in the development of a free language learning website and crowd sourced text translation platform. It offers Duolingo for Schools, a free, web-based tool that aims to make it easier for teachers to use the Duolingo platform in a structured learning environment, and English Test, an online, on-demand assessment of English proficiency. The company was founded by Luis von Ahn and Severin Hacker in 2011 and is headquartered in Pittsburgh, PA.

Duolingo Inc - Ordinary Shares - Class A

Duolingo Inc

Duolingo ($DUOL) is trending as investors debate the impact of AI on its business model after a recent price drop; discussions revolve around whether AI translation tools pose a significant threat to the language learning app's user base and revenue growth. Community members are analyzing the company's growth metrics, subscription numbers, and expansion into new areas like chess amid differing views on its long-term prospects. Some traders are also watching for a potential bounce, citing oversold conditions and strong underlying fundamentals.

Oscar Health, Inc. is a health insurance company, which serves its customers through a technology platform. It offers individual and family, small group and medicare advantage plans, and technology platform to others within the provider and payor space. The company was founded by Mario Tobias Schlosser, Kevin Nazemi, and Joshua Kushner on October 25, 2012 and is headquartered in New York, NY.

Oscar Health Inc - Ordinary Shares - Class A

Oscar Health's stock is trending amidst mixed sentiment, with some traders citing positive earnings reports and potential ACA extensions as catalysts for a surge, while others express concern about revenue misses and the impact of subsidy changes; the community is actively debating its near-term trajectory and long-term growth potential within the evolving healthcare landscape, with many focused on potential breakout points.

Root, Inc. is a technology insurance company, which engages in the provision of insurance services. It offers mobile telematics and technology platforms to segment individual risk based on complex behavioral data and customer experience to make pricing decisions and grow businesses. It provides insurance products and services in the United States. The company was founded by Alexander E. Timm and Daniel Manges in February 2015 and is headquartered in Columbus, OH.

Root Inc - Ordinary Shares - Class A

Root Inc

Root Inc. is trending amidst mixed sentiment after its recent earnings report, with the community debating whether growth is truly accelerating as guided. Bulls point to undervaluation compared to peers like LMND, while bears cite concerns about profitability and sustainability. Discussion also revolves around potential short squeezes and upcoming catalysts.

e.l.f. Beauty, Inc. is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, naturium, well people, and keys soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.

e.l.f. Beauty Inc

e.l.f. Beauty is trending due to a recent sales forecast that disappointed investors, leading to a stock drop and a Piper Sandler downgrade; however, the retail sector remains optimistic. Community discussions revolve around the company's growth potential, tariff impacts, and whether the sell-off is an overreaction. Some traders are eyeing potential bounce plays, while others express concerns about profitability and consumer spending.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvell Technology is trending amid speculation around potential partnerships and analyst upgrades, with Oppenheimer setting a price target of $115. Community discussions revolve around the possibility of a tie-up with OpenAI and the stock's potential to reach new all-time highs, while some traders are wary of resistance levels and recent downgrades.

SuperCom Ltd. engages in the provision of traditional and digital identity solutions. It offers identification, tracking, and security products to government, private and public organization. It operates through the following divisions: e-Gov, Internet of Things (IoT), and Cyber Security. The e-Gov division provides solutions for traditional and biometrics enrollment, personalization, issuance and border control services. The IoT division products and services reliably identify, track, and monitor people or objects in real time, enabling the customers to detect unauthorized movement of people, vehicles, and monitored objects. The Cyber Security division is involved in the comprehensive solutions to protect the organization's sensitive data residing on servers, laptops, and detachable devices. The company was founded by Jack Hasan and Eli Rozen on July 4, 1988 and is headquartered in Tel Aviv, Israel.

SuperCom Ltd

SPCB is gaining attention due to positive due diligence, potential government contracts, and a very small float, leading to discussions of explosive upside. Community members highlight the company's improving financials and strategic positioning in growing markets. The stock is viewed as a high-potential play, with some suggesting even a small ICE contract could trigger a significant price increase.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin is trending as analysts raise price targets following strong Q3 revenue growth driven by its gaming business and early e-commerce platform success. The community is bullish, anticipating further gains and focusing on the potential of the AI-driven Axon platform, with some eyeing a retest of all-time highs, though there are concerns about valuation and regulatory scrutiny.

Fortinet, Inc. provides cybersecurity solutions to a variety of businesses, such as enterprises, communication service providers, government organizations, and small to medium-sized businesses. Its product portfolio includes network security, secure access service edge, enterprise networking, security operations, application security, and operational technology. The company was founded by Ken Xie and Michael Xie in October 2000 and is headquartered in Sunnyvale, CA.

Fortinet Inc

Shares of Fortinet are trending sharply lower, driven by concerns over forward guidance despite a Q3 earnings beat, sparking debates about the company's growth trajectory and market position. The community is actively discussing whether the dip represents a buying opportunity or signals deeper challenges amidst mixed analyst ratings and reports of legal uncertainty. Discussions include the impact of competition and the potential of AI and cloud services to drive future growth for the cybersecurity firm.

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<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.

Equity

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.

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

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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.

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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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '25	$0.26	--	--	N/A
Q2 '25	$0.25	$0.31	23.47%	BEAT
Q1 '25	$0.22	$0.29	31.22%	BEAT
Q4 '24	$0.16	$0.17	5.40%	BEAT
Q3 '24	$0.15	$0.15	-0.52%	MISSED

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