SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is trending after a mixed Q4 earnings report, with declining auto sales overshadowed by Elon Musk's strategic pivot to discontinue Model S and X production in favor of aggressively pursuing AI, robotics, and robotaxi development, including a significant investment in xAI; this bold move is fueling intense community discussion, dividing those bullish on "amazing abundance" and critics citing unfulfilled promises and high valuations.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

GLD is experiencing a historic, near-parabolic ascent to new all-time highs, propelled by significant institutional and central bank accumulation, ongoing inflation concerns, and a pervasive narrative of a weakening US dollar. While many in the community view this as a crucial safe-haven hedge against global instability, a growing chorus of bears anticipates an imminent 'blow-off top' and sharp correction, questioning the sustainability of such extreme upward momentum.

USA Rare Earth, Inc. is domestic supplier of rare earth magnets and heavy rare earth elements. It is developing a vertically integrated, domestic supply chain for rare earth element magnet production, with a facility in Stillwater, Oklahoma, and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USA Rare Earth is trending amid a sector-wide sell-off sparked by a report suggesting the government is stepping back from critical mineral price floors, yet many in the community believe this is an overreaction given USAR's recent $1.6 billion federal financing deal and its focus on high-value rare earths that may not require such guarantees.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

A Reuters report on the US reportedly abandoning critical minerals price floors caused a significant sector-wide sell-off for Critical Metals Corp., sparking intense community debate. While some panicked, many are aggressively "buying the dip," citing the CEO's affirmation that their heavy rare earth project doesn't require price support and anticipating a strong rebound leading into the February 4th Critical Minerals Summit.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is surging after delivering a strong earnings report, driven by robust advertising growth and ambitious AI infrastructure investments, sparking community discussion over the significant capital expenditures and the company's new dividend.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the Materials and Magnetics segments. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MP Materials is trending due to market reactions to a Reuters report on U.S. critical mineral price floor policy, despite clarifications that the company's existing government-backed price floor remains intact. The community is actively discussing perceived market manipulation and "buying the dip" amidst broader sector volatility driven by national security and domestic supply chain narratives.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Thompson Falls, MT.

United States Antimony Corp.

United States Antimony Corp

United States Antimony (UAMY) is experiencing sector-wide volatility after reports indicated the US government is stepping back from critical mineral price floors, but many in the community are seizing the dip, confident in the company's existing government contracts, financial independence as the sole US antimony producer, and recent bullish analyst ratings.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending after its earnings report, where a beat on top and bottom lines was overshadowed by concerns over slowing Azure growth and significantly higher capital expenditures for AI, pressuring margins. This has ignited community debate, with many viewing it as an "oversold" buying opportunity while others contend it signals the "AI bubble" is straining under the immense capital investment required for limited immediate returns.

Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

Carvana is trending following a Gotham City Research short report that alleges substantial accounting irregularities and undisclosed reliance on related parties, igniting a fierce debate among investors, with some declaring it a 'Ponzi scheme' while others dismiss it as a 'hit piece' and expect a rebound.

TMC the metals co., Inc. is a deep-sea minerals exploration company focused on the collection and processing of polymetallic nodules found on the seafloor in international waters of the Clarion Clipperton Zone in the Pacific Ocean (CCZ). These nodules contain high grades of four metals (nickel, copper, cobalt, manganese) which can be used as (i) feedstock for battery cathode precursors (nickel, cobalt and manganese sulfates, or intermediate nickel-copper-cobalt matte) for electric vehicles (EV) and renewable energy storage markets, (ii) copper cathode for EV wiring, energy transmission and other applications and (iii) manganese silicate for manganese alloy production required for steel production. The company was founded in 2021 and is headquartered in Vancouver, Canada.

TMC the metals company Inc

TMC is trending as the market reacts to a Reuters report signaling the administration's shift away from critical mineral price guarantees, initially causing a sector-wide dip. However, the community strongly believes TMC's unique cost structure means it doesn't need price floors, with many calling the dip a short-driven shakeout ahead of imminent permit approvals and a crucial critical minerals conference.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

Tesla tops Q4 earnings estimates, Kraken co-CEO talks adding crypto to Trump accounts

Yahoo Finance Senior Autos Reporter Pras Subramanian and Morningstar Senior Equity Analyst Seth Goldstein weigh in on Tesla's fourth quarter earnings results and why investors are optimistic about...

Tesla, Meta, and Microsoft earnings and stock reaction

Tesla, Microsoft, and Meta reported earnings. We speak to Wall Street insiders to break down each of the calls, the outlook for the stock, and what it all means for investors. 0:00 Tesla 12:14 Meta...

Tesla (TSLA) Q4 2025 Earnings Call Transcript

@media (max-width: 768px) { .image-container { width: 100% !important; float: none !important; margin: 0 0 1rem 0 !important; } } Image source: The Mo...

<ul class="summary-bullets"><li>Musk said on Wednesday that the company is looking to discontinue the production of the company’s more premium Model X and Model S cars in the coming quarter.</li><li>The company’s Fremont factory will now be transitioned into Optimus lines, the CEO said.</li><li>While the company is looking to pull back on Model S and X, it has no such intentions for the Cybertruck, Musk clarified.</li></ul><p>Tesla Inc. (TSLA) CFO Vaibhav Taneja said on Wednesday that the company is eyeing 2026 capital expenditure in excess of $20 billion, compared to $8.5 billion in 2025, as it scales production of its Cybercab and Tesla Semi while also gearing up for production of the Optimus humanoid robot.</p><p>The company is looking to start production of the Cybercab, its dedicated robotaxi offering with no steering wheel or pedals, in April. Tesla is also looking to unveil the next generation of its humanoid robot Optimus in the first quarter, which will enter production by the end of the year.</p><h2 class="st-heading-2">Model S, X Discontinuation</h2><p>Musk said on Wednesday that the company is looking to discontinue the production of the company’s more premium Model X and Model S cars in the coming quarter as it seeks to free up factory space.</p><p>"It is time to bring the S/X programs to an end. It's part of our overall shift to an autonomous future," Musk said on Tesla's <a href="https://stocktwits.com/news-articles/markets/equity/tesla-q4-2025-earnings/cmyg0wMR40q">fourth-quarter earnings</a> call.</p><p>The company’s Fremont factory will now be transitioned into Optimus lines, the CEO said, while adding that the company is looking to add headcount at the plant and there are no plans for any layoffs.</p><p>While Tesla has deployed a few Optimus robots currently at its factories, they are not in usage in “any material way,” Musk said.</p><p>"We don't expect any significant Optimus volume production until the end of this year," he added.</p><h2 class="st-heading-2">The Autonomous Future</h2><p>Tesla launched robotaxis with no safety monitors earlier this month in Austin, marking a key step towards Musk’s ambitions of deploying autonomous vehicles in as much as half of the U.S. by year-end.</p><p>Currently, the company has about 500 Model Y vehicles operating as robotaxis across the Bay Area and Austin, Musk said. However, the company is being cautious while scaling the service, he added.</p><h2 class="st-heading-2">Cybertruck To Carry On</h2><p>While the company is looking to pull back on Model S and X, it has no such intentions for the Cybertruck, Musk clarified. Tesla executive Lars Moravy noted that the vehicle, despite its low sales numbers, continues to be the best-selling in the EV pickup category. However, the company is considering autonomy for the vehicle as well, Musk said. &nbsp;</p><p>"We will transition the Cybertruck line to a full autonomous vehicle line. An autonomous Cybertruck could be very useful," Musk said.</p><p>In 2025, deliveries of the Tesla Model S, X and Cybertruck cumulatively came in at 50,850 units, accounting for just about 3% of the company’s overall 1.63 million deliveries.</p><p>TSLA shares pared after hour gains on the heels of the earnings call and were up 1% at the time of writing.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>On Stocktwits, retail sentiment around TSLA stock fell from ‘neutral’ to ‘extremely bearish’ territory over the past 24 hours, while message volume rose from ‘normal’ to ‘high’ levels.</p><p><a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> has gained 8% over the past 12 months.&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/rgnx-shares-pare-losses-as-wall-street-dismisses-gene-therapy-clinical-hold-spurred-selloff-as-an-overreaction/cmygL8VR40Y">RGNX Shares Pare Losses As Wall Street Dismisses Gene Therapy Clinical Hold Spurred Selloff As An Overreaction</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Tesla and SpaceX's CEO Elon Musk laughs during an in-conversation event with British Prime Minister Rishi Sunak (not pictured) at Lancaster House on November 2, 2023 in London, England. 

Tesla’s Car Lineup Will Soon Be Less S3XY As Musk Pitches $20B Pivot Into Autonomy, Robotics

The company now eyes 2026 capital expenditure of about $20 billion, up from the $8.5 billion reported in 2025.

Equity

The company now eyes 2026 capital expenditure of about $20 billion, up from the $8.5 billion reported in 2025.


Tesla ends production of Model S and Model X vehicles, will focus on robots in 2026

Elon Musk confirmed Wednesday that Tesla is to stop producing its Model S and Model X premium sedans and SUVs, marking the end of an era for its longest-running models, according to reports.The move...

S&P 500 futures are little changed as traders weigh tech giants' earnings: Live updates

"Magnificent Seven" companies Meta Platforms, Microsoft and Tesla posted earnings results after Wednesday's close...

Tesla discontinuing Model S and Model X to make room for robots

Tesla will discontinue the Model S and Model X in the second quarter of 2026, Elon Musk said in an earnings call with investors today. Musk said the reasons for cancelling the vehicle programs was to...

Tesla Plans $2 Billion Investment in Musk's xAI

Bloomberg's Ed Ludlow reports on Tesla's plans to invest about $2 billion into xAI, giving Elon Musk's artificial-intelligence startup a cash infusion despite a shareholder vote last year that failed...

Top Large Cap Stocks To Watch Now - January 28th

Invesco QQQ, NVIDIA, Tesla, Micron Technology, Intel, Microsoft, and Sandisk are the seven Large Cap stocks to watch today, according to MarketBeat's stock screener tool. Large-cap stocks are shares...

Energy Stocks To Research - January 28th

Tesla, GE Vernova, IREN, Bloom Energy, AltC Acquisition, Chevron, and Exxon Mobil are the seven Energy stocks to watch today, according to MarketBeat's stock screener tool. Energy stocks are shares...

Beat EPS and revenue

Beat EPS, miss revenue

Miss EPS, beat revenue

Miss EPS and revenue

Stocktwits

Apple Inc

Stocktwits Polls

Discussion rages over the company's significant pivot to AI and humanoid robotics like Optimus, including a $2 billion investment in xAI and a move away from core automotive products.

User reaction to the surprise announcement that production of the Model S and Model X vehicles will be halted to retool factories for Optimus robot manufacturing.

Concern mounts over financial performance as quarterly revenue and operating margins decline significantly, compounded by a P/E ratio over 400x and diminishing regulatory credits.

Mixed reactions to the CEO's conference call, where he painted a picture of "amazing abundance" with ambitious plans for AI chips, FSD deployment, and a future universal high income.

Traders are divided, debating if the stock will "tank hard" or "skyrocket" after a volatile after-hours session and contentious earnings call.

TSLA
Tesla Inc

Feed

News

Sentiment

Earnings

Fundamentals

Info

Poll

Latest TSLA News

TSLATesla Inc