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Intelligent Bio Solutions, Inc. is a medical technology company, which engages in delivering testing solutions. It operates through the Intelligent Fingerprinting Products (IFPG) and Saliva Glucose Biosensor Platform (SGBP) segments. It offers biochemistry, immunology, tumor markers, hormones, and nucleic acid diagnostic modalities. The company was founded on December 5, 2016 and is headquartered in New York, NY.

Intelligent Bio Solutions Inc

Intelligent Bio Solutions (INBS) is trending following news of a strategic manufacturing partnership aimed at significantly reducing production costs and expanding capacity, which has driven substantial intraday stock volatility. The community is actively discussing the stock's low float and high trading volume, fueling speculation about a potential short squeeze and anticipating further upward movement as it tests key resistance levels. This partnership is seen as a crucial step for scaling their fingerprint drug screening technology ahead of anticipated future market expansion.

Ondas Holdings, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in Boston, MA.

Ondas Holdings Inc

Ondas Holdings is gaining significant attention following its announcement of $10 million in new orders for autonomous systems, including counter-UAS and robotic ground solutions, signaling a strong demand in global defense and security. The community is buzzing with bullish sentiment, anticipating further growth as recent FCC actions against foreign drone imports create a compelling market opportunity for domestic manufacturers like Ondas, with many discussing a potential short squeeze.

ESH Acquisition Corp. is a blank check company. It was formed for the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization, or similar business combination with one or more businesses. The company was founded on November 17, 2021 and is headquartered in New York, NY.

ESH Acquisition Corp - Ordinary Shares - Class A

ESH Acquisition Corp (ESHA) is trending with high volatility, driven by its exceptionally low public float and significant insider ownership. The community is actively discussing its potential for a short squeeze, frequently drawing comparisons to other recent low-float SPACs that experienced rapid price surges. Sentiment remains bullish, fueled by speculation that its tight share structure could lead to further dramatic moves.

Vanda Pharmaceuticals, Inc. engages in the development and commercialization of therapies for high unmet medical needs. The firm intends to treat schizophrenia, jet lag disorder, atopic dermatitis, central nervous system disorders, and circadian rhythm sleep disorder. Its product portfolio includes HETLIOZ, Fanapt, Tradipitant, Trichostatin, and AQW051. The company was founded by Mihael Hristos Polymeropoulos and Argeris N. Karabelas in 2002 and is headquartered in Washington, DC.

Vanda Pharmaceuticals Inc

Vanda Pharmaceuticals (VNDA) is actively trending following the FDA approval of NEREUS, marking the first new motion sickness treatment in over 40 years. The community is highly focused on NEREUS's potential to address GLP-1 induced nausea, seeing this as a massive market opportunity and positioning VNDA as a compelling buyout target for larger pharmaceutical companies. This significant regulatory win, alongside a strong pipeline, is driving optimism for substantial future upside.

Corcept Therapeutics, Inc. is a commercial-stage pharmaceutical company, which engages in the business of discovering and developing pharmaceutical products and medications to treat severe endocrinologic, oncologic, metabolic, and neurologic disorders by modulating the effects of the hormone cortisol. The company was founded by David B. Singer and Joseph K. Belanoff on May 13, 1998 and is headquartered in Redwood City, CA.

Corcept Therapeutics Inc

Corcept Therapeutics is experiencing significant volatility following the FDA's Complete Response Letter for its relacorilant drug, which cited a need for more efficacy evidence despite the GRACE trial meeting its primary endpoint. This news has sparked a polarized debate, with many investors viewing the substantial stock drop as an overreaction and a prime "bargain biobuy" given the company's strong existing revenue and extensive pipeline. However, others remain cautious, calling it a "total reset" while some attribute parts of the decline to typical end-of-year tax-loss selling.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is experiencing a surge in conversation after significant insider buying, including notable purchases by CEO Elliott Hill and Apple CEO Tim Cook, signaled strong confidence in the company's prospects. This has sparked widespread bullish sentiment about a potential turnaround and a possible short squeeze, though some remain cautious, highlighting ongoing market challenges and competition.

What is Amp?  Amp is described as the new digital collateral token offering instant, verifiable assurances for any kind of value transfer. Using Amp, networks like Flexa can quickly and irreversibly secure transactions for a wide variety of asset-related use cases.  How does Amp work?  Amp claims to offer a straightforward but versatile interface for verifiable collateralization through a system of collateral partitions and collateral managers. Where collateral partitions can be designated to collateralize any account, application, or even transaction, and carry balances which are directly verifiable on the Ethereum blockchain, collateral managers are smart contracts that can lock, release, and redirect collateral in these partitions as needed in order to support value transfer activities. Amp supports a wide variety of use cases for collateralization, and also introduces the concept of predefined partition strategies, which can enable special capabilities such as collateral models through which tokens can be staked without ever leaving their original address.

AMP Token

AMP is trending as its community intensely debates future prospects amid persistent price challenges. Significant anticipation surrounds potential regulatory clarity from the "Clarity Act" and major developments like integrations with large retailers and payment networks. Despite widespread frustration over price action, many remain bullish, highlighting AMP's core utility in secure digital payments and its existing merchant adoption as crucial for eventual upside.

Dogecoin is a cryptocurrency based on the popular "Doge" Internet meme and features a Shiba Inu on its logo. Dogecoin is a Litecoin fork. Introduced as a "joke currency" on 6 December 2013, Dogecoin quickly developed its own online community and reached a capitalization of US$60 million in January 2014. Compared with other cryptocurrencies, Dogecoin had a fast initial coin production schedule: 100 billion coins were in circulation by mid-2015, with an additional 5.256 billion coins every year thereafter. As of 30 June 2015, the 100 billionth Dogecoin had been mined.   Dogecoin was created by Billy Markus from Portland, Oregon and  Jackson Palmer from Sydney, Australia. Both wanted to create a fun cryptocurrency that will appeal beyond the core Bitcoin audience. Dogecoin is primarily used as a tipping system on Reddit and Twitter where users tip each other for creating or sharing good content. The community is very active in organising fundraising activities for deserving causes.  The developers of Dogecoin haven’t made any major changes to the coin since 2015. This means that Dogecoin could get left behind and is why Shibas are leaving Dogecoin to join more advanced platforms like Ethereum. One of Dogecoin strengths is its relaxed and fun-loving community. However, this is also a weakness because other currencies are way more professional.  To purchase Dogecoin, it involves downloading a crypto wallet, setting up a crypto exchange account and then trading away for your desired crypto currency. Once we have set up an account with a DOGE currency exchange and deposited some funds, you are ready to start trading.

Dogecoin

Dogecoin is trending as year-end tax loss selling and broader crypto market sentiment fuel a sharp divide among holders. The community actively debates whether current levels present a buying opportunity for a future rally or if further declines are imminent, reflecting a mix of long-term conviction and short-term volatility concerns.

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

iShares Silver Trust

The iShares Silver Trust ($SLV) is trending amidst significant market volatility following repeated increases in margin requirements by the CME Group for precious metal futures. This has sparked intense debate, with many asserting that these actions are an attempt to suppress price discovery and protect short positions against strong industrial demand and potential global supply shifts, while others view the recent rally as unsustainable. The community is sharply divided between those accumulating on dips, expecting a substantial long-term rise, and those predicting a significant correction.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is trending as the community discusses its strategic move to spin out its cloud business into a new entity, ChronoScale, while retaining significant ownership. This is largely viewed as a crucial step to eliminate perceived customer conflicts and allow APLD to focus as a pure-play AI data center infrastructure provider, aiming to unlock substantial value and attract higher valuations. High anticipation surrounds the upcoming earnings report, with many expecting strong financial performance and potential hyperscaler contract announcements to drive further momentum in the rapidly expanding AI sector.

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Society Pass Stock Triples in 2025 — Why Is This Southeast Asia-Focused Company Gaining Traction With Investors?

While its primary focus has been Southeast Asia, the company is attracting growing interest as it pivots toward AI-driven acquisitions to strengthen and expand its ecosystem.

Equity

While its primary focus has been Southeast Asia, the company is attracting growing interest as it pivots toward AI-driven acquisitions to strengthen and expand its ecosystem.


<ul class="summary-bullets"><li>Deliveries are poised to fall for a second straight year and 2026 growth expectations diverge sharply between Wall Street and more cautious investors.</li><li>The investment debate hinges on non-auto upside, with bulls betting on FSD, robotaxis, and Optimus.</li><li>But skeptics argue that weak auto performance limits funding and upside for these initiatives.</li></ul>Tesla, Inc.’s (TSLA) stock is on track to outperform the consumer discretionary sector this year, helped in part by the robotaxi chatter that picked up pace in the&nbsp;last few months of the year,&nbsp;even as the flagship electric vehicle (EV) business&nbsp;sagged.Negative headlines surrounding Tesla’s EV business continue to emerge. Earlier this week, Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-12-29/tesla-cybertruck-flop-proves-costly-for-south-korean-supplier">reported</a> that Tesla’s contract value with South Korean supplier L&amp;F Co. has been slashed by 99%.&nbsp;<img src="https://news.stocktwits-cdn.com/TSLA_Vs_XLY_Vs_SPY_png_f9bd0033f8.webp" alt="TSLA Vs XLY Vs SPY.png">Source: Koyfin<h2 class="st-heading-2">Maturing Automotive Business?</h2>Automotive deliveries growth hasn’t really picked up after the spurt seen in the aftermath of the COVID-19 pandemic. After peaking at 83% in the second quarter of 2023, year-over-year sales growth either slowed or turned negative. The third quarter of 2025 marked a recovery after two consecutive quarters of decline; however, the 7.4% growth rate remained well below the nearly 122% surge recorded in the second quarter of 2021, when Model Y sales soared following its 2020 launch.<img src="https://news.stocktwits-cdn.com/Tesla_Delivery_Growth_Loses_Momentum_png_6657350bc1.webp" alt="Tesla_Delivery_Growth_Loses_Momentum.png">Source: Fiscal.aiTesla for the first time publicly&nbsp;shared the consensus delivery forecast for the fourth quarter, ahead&nbsp;of the formal release scheduled for Jan. 2. The company-compiled consensus analyst forecast for the quarter is 422,850. If the estimate proves accurate, the company is on track to report annual deliveries of 1.641 million, down 8.3% from 1.79 million in 2024. Incidentally, it would also mark the second straight year of sales decline.The automotive segment, which includes vehicle sales, regulatory credits, and leasing revenue, still accounts for a lion’s share of Tesla's revenue.<figure class="image"><img style="aspect-ratio:600/371;" src="https://news.stocktwits-cdn.com/Tesla_s_Q3_25_Revenue_Break_down_png_39c10d5776.webp" alt="Tesla's Q3'25 Revenue Break-down.png" width="600" height="371"></figure>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Chart generated using company data&nbsp;The outlook isn’t very optimistic either. While the consensus view shared by Tesla shows that the company might return to growth in 2026, which, though, is likely to be anemic (6.7%), Deepwater Asset Management’s Gene Munster predicts a big miss. In his 2026 predictions, the fund manager said he expects 2026 sales to be flat to up 5% as opposed to Wall Street’s consensus forecast for 16% delivery growth.If the auto business continues to be weak, one of the worst hit could be Musk himself. His $1 trillion pay package, which the Delaware Supreme Court recently cleared, is predicated on the company’s market cap hitting $8.5 trillion, while also meeting the following operational performance:-achieving up to $400 billion in earnings before interest, taxes, depreciation and amortization (EBITDA)-delivering 20 million cars cumulatively-selling 1 million robots-selling 10 million FSD subscriptions- operating 1 million robotaxis<h2 class="st-heading-2">Non-Autos To Drive Investment Case?</h2>Munster, though downbeat on the core auto business, says his investment case doesn’t change, and it is still predicated on full self-driving software, robotaxis, and Optimusm humanoid robots. He also opined that robotaxis without a safety driver will likely get regulatory clearance by the end of the year.&nbsp;Morgan Stanley’s Andrew Percoco, who downgraded Tesla to ‘Equal-Weight’ from ‘Overweight’ earlier this month, sees a challenging catalyst path over the next 12 months, presenting downside risk to consensus estimates. At the same time, the analyst believes the positive catalysts for its non-auto business are already reflected in the stock price. Emphasizing the importance of the auto business, the analyst said:<blockquote>“While it is well understood that Tesla is more than an auto manufacturer, we believe it will be increasingly challenging to support meaningful upside to Tesla shares barring an improvement, or at least stabilization, within its auto business, which is a key source of funding for its non-auto businesses.”</blockquote>Tesla bull Daniel Ives, however, sees 2026 as a “monster year” for Tesla as the autonomous and robotics chapter begins.&nbsp;<blockquote>“We expect in early 2026 an easing of the federal framework for autonomous vehicles, with more power going to the federal regulators, with states having less authority on the autonomous rules framework likely under an Executive Order.”</blockquote>The analyst expects Tesla to reach a $2 trillion market capitalization by 2026, with a bull-case scenario pointing to as much as $3 trillion by year-end.<h2 class="st-heading-2">What Retail Traders &amp; Analysts Feel About TSLA</h2>Retail sentiment toward the Tesla stock was ‘bearish’ as of early Tuesday, tempering from the bullish mood seen three months ago, when it began gathering some momentum.<figure class="image"><img style="aspect-ratio:720/443;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_30_at_5_24_45_AM_png_773bc87677.webp" alt="Screenshot 2025-12-30 at 5.24.45 AM.png" width="720" height="443"></figure>&nbsp;According to Koyfin, the average analyst price target for Tesla’s stock is $399.15, implying more than 13% downside from current levels. Of the 46 analysts covering the stock, 19 have buy-equivalent ratings, 16 remain on the sidelines and a sizeable number of 10 analysts rate it as a ‘Sell.’For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/applovin-monster-rally-has-investors-hooked-now-comes-the-hard-part/cL74qIBREU2">AppLovin’s Monster Rally Has Investors Hooked — Now Comes The Hard Part</a>

 A Tesla's humanoid robot Optimus displayed in a Tesla store in Shanghai, China on December 8, 2025. 

Tesla’s Core EV Business Is Feeling The Heat — What Its Automotive Segment Really Delivered In 2025

Tesla’s stock strength is decoupling from auto fundamentals, with the outperformance now hinging on robotaxis and AI optimism despite a maturing, slowing EV business.

Lululemon founder Chip Wilson speaks during WE Day at KeyArena on April 21, 2017 in Seattle, Washington.

Proxy Battles Exploded In 2025 — And Lululemon’s Founder Is Making A Final Power Play

This year witnessed more boardroom battles than ever, with Lululemon becoming the latest to see a fight as the year comes to a close.

<ul class="summary-bullets"><li>Robotaxis are becoming central to Tesla’s valuation, with Morgan Stanley estimating roughly 30% of the stock’s sum-of-the-parts value is tied to autonomous ride-hailing.</li><li>Cost advantage strengthens the long-term thesis, as Tesla’s estimated $0.59-per-mile operating cost undercuts Waymo and traditional ride-hailing peers.</li><li>Execution risk remains high despite progress, with competition intensifying globally and Tesla still needing to prove it can scale.</li></ul>Tesla stock has received a boost in recent sessions from the chatter about Robotaxi progress, even as the Elon Musk-led company’s electric-vehicle (EV) business sputters. The company has given its loyal investor base one more reason to stay optimistic about a wider rollout of the service by updating the webpage, meant exclusively for robotaxis.&nbsp;“We’re bringing autonomous rides to you today—starting with Model Y. Autonomous Robotaxi rides are currently being offered in Austin, Texas. To get started, download the Robotaxi app,” the refreshed page read.“Cybercab, our purpose-built fully autonomous vehicle, will offer rides in your area in the future.”The company also shared a video highlighting the service's accessibility. “Our Robotaxi vehicles are designed to support various accessibility needs, including space for service animals and room to store some wheelchairs and other assistive devices.”<a href="https://stocktwits.com/symbol/TSLA">Tesla stock</a> has returned more than 16% this year, thanks to the late-year momentum it picked up.<img src="https://news.stocktwits-cdn.com/Tesla_stock_png_3be4cd757a.webp" alt="Tesla stock.png">Source: KoyfinDoes this mean Tesla is finally hitting all the right notes with respect to a service that Cathie Wood’s Ark Invest touts as a $10 trillion opportunity globally?<h2 class="st-heading-2">Waymo Leads As US Robotaxi Race Accelerates</h2>The U.S. robotaxi market is currently dominated by Alphabet’s Waymo, Amazon-owned Zoox, and Tesla. Waymo’s fleet numbered 2,500 vehicles in November,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.spglobal.com/automotive-insights/en/blogs/2025/12/autonomous-ride-hailing-grows-key-us-markets">according</a> to S&amp;P Global. Its services are available in Atlanta and Austin, in partnership with Uber, in Phoenix and San Francisco. Public services are launching shortly in a slew of other U.S. cities, such as Dallas, Denver, Detroit, Houston, Las Vegas, and Washington, as well as in London. The company is also planning and testing services in more cities, including Tokyo, Japan, and also operates fully autonomous vehicles in Miami without safety operators.Amazon’s Zoox received an exemption from the National Highway Traffic Safety Administration (NHTSA) in August to test its custom robotaxis on public roads. Zoox’s services are now active in eight cities, including Atlanta, Austin, Las Vegas, Miami, the San Francisco Bay Area and Seattle.Tesla launched its robotaxi service in Austin in late June. Although the size of the robotaxi fleet operated in Austin isn’t known, Musk said in a post on X in late November that “The Tesla Robotaxi fleet in Austin should roughly double next month.”&nbsp; Recently, a video shared by Tesla AI senior software engineer Phil Duan showed a Model Y running the full self-driving (FSD) service without a safety driver in Austin, which made a splash on social media.The company is also rapidly scaling up robotaxi operations in California. It has registered 1,665 vehicles for its Bay Area ride-hailing service in the California Public Utilities Commission (CPUC), and 798 drivers, the Business Insider&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.businessinsider.com/tesla-california-robotaxi-registered-vehicles-drivers-2025-12#:~:text=Tesla%20has%20registered%201%2C655%20vehicles,vehicles%20registered%20in%20the%20state.">reported</a>, citing a CPUC spokesperson.According to Morgan Stanley’s estimates, Tesla is likely operating 200 robotaxis in the U.S., and the number is expected to grow exponentially to 1,000 by 2026, reaching up to 5 million by 2040.<h4 class="st-heading-4" style="text-align:center;">Tesla Robotaxi Fleet&nbsp;</h4><figure class="image"><img style="aspect-ratio:691/476;" src="https://news.stocktwits-cdn.com/Tesla_robotax_fleet_png_ae7ed2d84b.webp" alt="Tesla robotax fleet.png" width="691" height="476"></figure>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Source: Morgan Stanley<h4 class="st-heading-4">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;US Autonomous Vehicle Miles Driven (By Companies)</h4><figure class="image"><img style="aspect-ratio:515/422;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_24_at_6_08_45_AM_png_493c496e84.webp" alt="Screenshot 2025-12-24 at 6.08.45 AM.png" width="515" height="422"></figure>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Source: Morgan StanleyAs part of his tech predictions for 2026, Tesla bull and Wedbush analyst Daniel Ives expects Tesla to launch Robotaxis in over 30 cities successfully and begin scaling volume production of Cybercabs.<h2 class="st-heading-2">Tesla’s Best — Musk</h2>Tesla’s CEO still considers the company’s AI software the “best-of-breed”. Musk countered a statement from Tesla’s erstwhile AI Director, Andrej Karpathy, who said both Waymo’s and Tesla’s appear to offer the “perfect drive.”&nbsp; Calling Andrej’s understanding “dated,” Musk said:<blockquote>“Tesla AI software has advanced vastly beyond what it was when he left. The intelligence density per GB of Tesla AI is at least an order of magnitude better than anything else out there.”</blockquote><h2 class="st-heading-2">Competition Heats Up In China</h2>Outside of the U.S., China is seeing cut-throat competition as more and more robotaxi operators&nbsp;make rapid strikes. S&amp;P Global states that supportive legislation,&nbsp;the establishment of pilot zones, and the issuance of autonomous vehicle testing licenses have paved the way for more rapid growth in mainland China than in the U.S.Baidu’s Apoll Go, the biggest service, operates more than 1,000 self-driving cars, an Economist report said. The company hopes to deploy 20,000 robotaxis worldwide by 2027. Pony.ai’s services are available in four cities, and WeRide operates in three cities, while legacy automaker Geely’s CaoCao Moniloty has started trial runs in two cities.WeRide, founded in 2017 by former Baidu Autonomous Driving Unit chief scientist Tony Han, operates more than 1,600 vehicles,&nbsp;including robotaxis, robobuses, robotrucks, and robosweepers, according to a Morgan Stanley report.A Goldman Sachs report published in May stated that China’s total Robotaxi fleet is expected to grow from 4,100 in 2025 to 0.5 million in 2030 and 1.9 million in 2035. From a revenue perspective, the market will grow from a little over $50 million in 2025 to $50 billion by 2035.<h2 class="st-heading-2">What Robotaxi Means For Tesla Stock</h2>Morgan Stanley’s valuation framework for Tesla suggests about 30% is attributable to robotaxis.<h4 class="st-heading-4">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; &nbsp; &nbsp;Tesla: Sum-of-the-parts Valuation</h4><figure class="image"><img style="aspect-ratio:711/355;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_24_at_6_57_58_AM_png_f6e290393b.webp" alt="Screenshot 2025-12-24 at 6.57.58 AM.png" width="711" height="355"></figure>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; &nbsp; &nbsp;Source: Morgan StanleyAs the competition heats up, Morgan Stanley believes Tesla has a significant cost advantage in the U.S., at $0.59/mile compared to its biggest competitor, Waymo, at $0.99/mile, and existing rideshare operators at $1.71/mile. This, according to the firm, is due in part to its vertical integration of vehicle production and camera-only sensor suite.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/how-abivax-went-from-biotech-nobody-to-m-and-a-bullseye-after-a-single-blockbuster-readout/cLeso3JREHu">How Abivax Went From Biotech Nobody To M&amp;A Bullseye After A Single Blockbuster Readout This Year</a>

A driverless Tesla Robotaxi, with a man serving as a safety monitor in the front passenger seat, rolls along Laguna Drive in Southeast Austin, Friday, June 27, 2025. 

Tesla Signals Robotaxi Expansion With Website Revamp — Here’s How The Competition Stacks Up

Robotaxi momentum is lifting Tesla stock, as Waymo still leads, China accelerates competition, and analysts see autonomous rides as a significant long-term driver of valuation for growth.

Apple CEO Tim Cook gestures during the keynote at an Apple special event on September 09, 2025 in Cupertino, California. Apple will announce a new generation of iPhones during a special event at Apple headquarters. 

What Apple’s Tim Cook Understood About Nike Before Wall Street Did

Nike has been trying to right its playbook, and for that, it has had consistent support from Cook, someone who has been around to see the company fall and pick itself up again.

In this photo illustration, the logo of PVH Corp, the parent company of Calvin Klein and Tommy Hilfiger, is displayed on a smartphone screen on September 24, 2024 in Suqian, Jiangsu Province of China.

For Calvin Klein’s Parent, China Is Healing — But Europe Is Hurting Badly

PVH Corp is pushing a DTC reset amid tariffs, Europe woes, and a shaky transition year.

More Fed Rate Cuts in 2026? ETFs to Play the Opportunities

Softer inflation and dovish signals point to more 2026 rate cuts. These ETFs can help investors ride potential gains.

Temu logo displayed on a smartphone screen. (Photo illustration by Cheng Xin/Getty Images)

Temu’s Bargain Empire Meets Its Biggest Test: Can Ultra-Cheap Shopping Survive A Post–De Minimis World?

PDD’s retailer has been able to cater to a global audience at lower costs and ultra-low product prices, but a bleak new future looms.

<ul class="summary-bullets"><li>XPeng’s diversified EV lineup spans premium SUVs, sedans, MPVs, and budget models.</li><li>This allowed the company to respond quickly to shifting demand while leveraging AI-driven software, in-house chips, and advanced driver-assistance systems.</li><li>Improving gross margins and early investments in robotics and AI technologies have strengthened its long-term growth narrative.</li></ul>Tesla, Inc. (TSLA) stock had a sputtering start to the year but came back from behind to trade with handsome gains as the year draws to a close. If Tesla’s second-half pick-up has left you in awe, wait till you hear about this smaller player, whose market capitalization is roughly one-ninth that of the U.S. electric-vehicle (EV) giant.Guangzhou, Guangdong-based XPeng, Inc. (XPEV) has seen its shares surge by about 56% versus Tesla’s 14% gain. Its outperformance is driven by its nimbleness in adapting to changing EV market dynamics, its use of artificial intelligence-enabled vehicle technology, and its foray into robotics.<img src="https://news.stocktwits-cdn.com/XPEV_vs_TSLA_YTD_Return_png_3a33086c4d.webp" alt="XPEV vs TSLA YTD Return.png">Source: Koyfin<h2 class="st-heading-2">XPeng’s Lineup</h2>Founded in 2014, XPeng took four years to launch its first model, the G3 SUV, and the company began deliveries of its second model, the P4 four-door sedan, in 2020. The company’s current vehicle lineup includes the following models:<figure class="table" style="width:100%;"><table class="ck-table-resized"><colgroup><col style="width:8.75%;"><col style="width:26.58%;"><col style="width:12.33%;"><col style="width:12.65%;"><col style="width:28.98%;"><col style="width:10.71%;"></colgroup><tbody><tr><td>&nbsp;</td><td>Vehicle Type</td><td>Range (CLTC)</td><td>0-100 km acceleration</td><td>Other features</td><td>Starting Price</td></tr><tr><td>X9</td><td>Ultra smart 7-seater (multi-purpose vehicle)</td><td>upto 702 Km</td><td>5.7s</td><td>-XOS Tinaji In-car OS -XNG full-scenario ADAS -Qualcomm Snapdragon SA8295P chip</td><td>350,000 yuan</td></tr><tr><td>G9</td><td>Premium SUV</td><td>Upto 585 Km</td><td>4.2s</td><td>-full-scene AI voice control -XPilot Assist advanced tech</td><td>248,800 yuan</td></tr><tr><td>G6</td><td>Coupe SUV</td><td>Upto 427 Km</td><td>4.13s</td><td>-XPeng full-stack Lofic architecture -XPilot Assist advanced tech -Sensor suite</td><td>176,800 yuan</td></tr><tr><td>P7 (new)</td><td>Sports sedan</td><td>Upto 576 Km</td><td>4.1s</td><td>-XPilot Assist -in-house Turing AI chips</td><td>219,800 yuan</td></tr></tbody></table></figure>Source: XPengXPeng also has a lineup of budget EVs marketed under the Mona subbrand. It launched the Mona M03, a hatchback coupe, in August 2024. It has a starting price of under 120,000 yuan and is pitched against Tesla’s Model 3 in China.&nbsp;<h2 class="st-heading-2">XPeng’s Deliveries Momentum Accelerates</h2>Quarterly deliveries are at a record, with sales showing sequential revenue growth since the first quarter of 2024. The third-quarter results released in mid-November showed a nearly 150% year-over-year (YoY) increase in deliveries to 116,007 units. The company rolled out its one millionth EV from its factory in November.<img src="https://news.stocktwits-cdn.com/Tesla_Quarterly_deliveries_png_75680a00ab.webp" alt="Tesla Quarterly deliveries.png">Source: The FlyThe revenue growth has kept pace with the rise in deliveries, with the latest quarterly number doubling from a year ago and rising 11.5% from the previous quarter.<img src="https://news.stocktwits-cdn.com/X_Peng_Revenue_Rises_In_Tandem_With_Deliveries_png_8b10b10367.webp" alt="XPeng_Revenue_Rises_In_Tandem_With_Deliveries.png">Source: Fiscal.aiGross margin has been on an upward trajectory since it inflected higher in the fourth quarter of 2023. Tesla, meanwhile, has traced a downtrend, stung by slowing deliveries and revenue growth and the absence of the high-margin regulatory EV credit.<img src="https://news.stocktwits-cdn.com/XPEV_Vs_TSLA_Margin_Profile_png_b8bce78307.webp" alt="XPEV_Vs_TSLA_Margin_Profile.png">Source:&nbsp;Fiscal.ai<h2 class="st-heading-2">XPeng’s Robotics Opportunity</h2>The Chinese EV maker, which prides itself on being a tech innovator, showcased its “IRON” robot earlier this year. The robot, which has a lifelike exterior and posture, will likely be mass-produced by the end of 2026 and introduced in factories and sales channels.<figure class="image"><img style="aspect-ratio:653/644;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_18_at_8_37_54_AM_png_4b6c445dbf.webp" alt="Screenshot 2025-12-18 at 8.37.54 AM.png" width="653" height="644"></figure>&nbsp;<h2 class="st-heading-2">But Retail Holds Back</h2>Sentiment among Stocktwits users toward XPEV was ‘bearish’ at the last reading, and it has remained depressed for much of this year.&nbsp;<figure class="image"><img style="aspect-ratio:715/441;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_18_at_8_42_26_AM_png_98da42b04b.webp" alt="Screenshot 2025-12-18 at 8.42.26 AM.png" width="715" height="441"></figure>&nbsp;&nbsp;Wall Street analysts, however, are optimistic. Nearly 80% of the 29 analysts covering the stock have ‘Buy’ or ‘Strong Buy’ ratings. The average analyst price target for the stock is $28.38, implying a 57% upside from the last close.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/obscure-indian-chip-stock-outruns-nvidia-in-6000-percent-ai-rally-this-year/cLegN4oREAL">Forget Nvidia — This Obscure Indian Chip Stock Just Became the World’s Best-Performing AI Play With 6,000% YTD Surge</a>

The Xpeng P7 is on display during the 2025 Guangzhou International Automobile Exhibition at China Import and Export Fair Complex on December 2, 2025.

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