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Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras steep post-IPO selloff dominates discussion, with traders citing successive insider and IPO lockup share releases and a TD Cowen price-target cut, alongside concerns about OpenAI customer concentration, Nvidia competition, and the companys ability to scale. Bears see continued selling pressure and execution risks, while bulls argue the stock is oversold and point to its cash position, backlog, and wafer-scale technology.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJTs steep decline to new lows is being discussed alongside concerns about Trumps falling approval and the approaching midterms, with traders also pointing to weak business fundamentals and Truth Social engagement. The conversation is overwhelmingly bearish, though some see the selloff as a potential trading opportunity.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeaves sharp selloff has focused discussion on its heavy debt, costly financing needs and insider selling, alongside concerns about broader weakness in AI infrastructure stocks. Traders are split between fears of dilution or default and hopes that contracted AI demand, analyst support and buying near recent lows could underpin a recovery.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS CEO Angelos Stergious 15th-anniversary LinkedIn post prompted speculation that its next chapter language hinted at REGAL trial news or a buyout, while skeptics viewed it as routine reassurance. The main focus remains the blinded Phase 3 REGAL trial, last publicly reported at 78 of the 80 deaths needed to trigger final analysis; neither the outcome nor a potential deal is confirmed.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizers recent climb to a 52-week high is drawing attention as traders watch for a break above the $30 level, citing product and pipeline progress, including an expanded Tukysa indication and clinical updates. Bulls see a turnaround supported by defensive-sector interest and the dividend, while skeptics question the rallys durability given patent-expiration concerns and resistance near $30.

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

General Motors Company

GM is drawing attention as traders position around its Q3 earnings report, with options activity reflecting uncertainty rather than a clear directional consensus. The debate weighs weaker vehicle sales and EV demand against expectations that pricing and product mix could support profitability.

FuelCell Energy, Inc. is an American clean energy technology company that delivers continuous, scalable baseload power for mission-critical applications globally. It engages in the development, design, production, construction, operation, and servicing of high-temperature fuel cells for clean electric power generation. The company’s fuel cell systems generate electricity directly at the point of use, enabling reliable, low-emission power for data centers, industrial facilities, utilities, and distributed generation customers. FuelCell Energy delivers commercially proven, modular, utility-scale systems backed by global fuel cell deployments approaching one gigawatt. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

FuelCells Fit Energy data-center project and broader AI-driven demand for on-site power are fueling interest, alongside expectations for a manufacturing ramp and discussion of elevated short interest. Bulls point to the project pipeline and Alex Meruelos reported 7.5% stake, while skeptics question whether opportunities will become firm orders and profitable execution amid dilution and management concerns.

Arrowhead Pharmaceuticals, Inc. is a biopharmaceutical company, which engages in the development of medicines that treat intractable diseases by silencing the genes that cause them. The firms preclinical stage drug candidates include ARO-ANG3, ARO-AAT, ARO-APOC3, ARO-HIF2, ARO-HSD, ARO-Lung2, ARO-COV, and ARO-ENaC. The company was founded by Robert Bruce Stewart in 1989 and is headquartered in Pasadena, CA.

Arrowhead Pharmaceuticals Inc.

Interim ARO-MAPT data showing substantial tau reduction after a subcutaneous dose has focused attention on whether Arrowheads RNAi platform can deliver treatments across the blood-brain barrier. Many traders view the results as important platform validation, while others are frustrated by the muted share-price response and debate how much value the CNS opportunity merits.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia is drawing attention amid a sharp semiconductor pullback and rebound, with traders debating whether AI infrastructure spending and debt-backed data-center expansion can generate adequate returns. Bearish concerns about financing and profitabilityespecially around CoreWeavecontrast with dip-buyers pointing to continued compute demand and Nvidias quantum-computing work.

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

Unitedhealth Group Inc

UnitedHealths better-than-expected quarterly results and raised full-year outlook, alongside improved medical-cost trends, are driving attention. Bulls view the report as evidence of a turnaround and point to defensive-sector demand, while skeptics note the post-earnings selloff and lingering concerns about Medicare Advantage costs and regulatory risks.

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Tesla, Rivian In For A Rough Ride? Senator Warns Trump Could Let Chinese EV Makers Into America Under Xi Deal 

Equity

Slotkin called the rumored move a “strategic mistake” that could threaten 1.2 million Michigan auto-related jobs and broader U.S. manufacturing.

GM, Ford Stocks Slip As China-Dutch Chip Dispute Over Nexperia Sparks Fresh Supply Chain Fears

The dispute erupted after the Dutch government seized control of Chinese-owned Nexperia over security concerns, triggering retaliation from Beijing and raising fears of another supply shock for the auto industry.

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.

QuantumScape Corp Fails To Attract Positive Retail Sentiment Despite Lucrative Volkswagen Deal

The deal comes from long-time partner Volkswagen and cleared investor concerns about the automaker preferring another firm. Despite a positive Street view and a surging stock, retail investors are yet to be convinced.

Volkswagen AG engages in the business of developing vehicles and components for the brands of the group. It operates through the following segments: Passenger Cars and Light Commercial Vehicles; Commercial Vehicles; Power Engineering; and Financial Services. The Passenger Cars and Light Commercial Vehicles segment includes developing vehicles, engines, and vehicle software; producing and selling passenger cars and light commercial vehicles; and the corresponding genuine parts business. The Commercial Vehicles segment focuses on trucks, buses, corresponding genuine parts business, and related services. The Power Engineering segment is involved in large-bore diesel engines, turbomachinery, and propulsion components business. The Financial Services segment provides dealer and customer financing, leasing, banking, insurance, and fleet management services. The company was founded on May 28, 1937 and is headquartered in Wolfsburg, Germany.

Volkswagen AG

Neutral Sentiment

<ul class="summary-bullets"><li>Chinese EVs currently face a 100% additional tariff, connected-vehicle restrictions and a separate 25% tariff on imported vehicles.</li><li>BYD sold 2.26 million EVs in 2025, compared with Tesla’s 1.64 million deliveries.</li><li>BYD is expanding in Canada and Mexico, while XPeng, Nio and Li Auto maintain U.S. research operations.</li></ul><p>Tesla and Rivian&nbsp;could face unexpected volatility&nbsp;as Senator Elissa Slotkin said President Donald Trump may be considering U.S. market access for Chinese cars as part of a broader deal with Chinese President Xi Jinping.</p><h2 class="st-heading-2"><strong>Senator Sounds Alarm Over Chinese Cars&nbsp;</strong></h2><p>The Michigan Democrat raised the claim on Wednesday ahead of an expected Xi visit to Washington “in just a few weeks.” However, the White House has not announced plans to remove the tariffs and national-security restrictions that currently keep Chinese passenger vehicles out of the U.S. market.</p><p>“We hear rumors that Trump is planning to allow Chinese cars to be sold in the U.S., as part of a larger deal he’s putting together,” Slotkin&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/SenatorSlotkin/status/2097720804486045831">said on X</a>. She called such a move a “strategic mistake” that would “irrevocably impact” the 1.2 million Michigan jobs directly or indirectly tied to the auto industry, as well as America’s wider manufacturing capacity.</p><p>Slotkin pointed to Germany as a warning, saying Chinese-owned automakers have captured around 8% of its market since entering in 2021 as Volkswagen moves to eliminate 50,000 jobs. “The CCP is seeking global auto dominance, using the same playbook they have for decades: artificially keeping prices low through government subsidies, abusing weak international trade systems, and then undercutting domestic manufacturing to put it out of business,” she said.</p><h2 class="st-heading-2"><strong>Chinese Cars Face Steep US Barriers&nbsp;</strong></h2><p>Chinese-made EVs already face a series of U.S. barriers. In 2024, the Biden administration increased the additional Section 301 tariff on Chinese EVs from 25% to 100% and raised the tariff on lithium-ion EV batteries from 7.5% to 25%.</p><p>The Commerce Department followed in January 2025 with a rule restricting connected vehicles linked to Chinese or Russian software and hardware. Its software limits take effect for model year 2027, with hardware restrictions following later. Trump added a separate 25% tariff on imported passenger vehicles and light trucks in April 2025. Combined with the China-specific duties and connected-vehicle rules, the measures make Chinese passenger-vehicle imports commercially hard today.</p><h2 class="st-heading-2"><strong>Lawmakers Push Chinese Vehicle Ban&nbsp;</strong></h2><p>Trump has not backed imports of Chinese-made passenger cars, but in January he welcomed Chinese automakers willing to manufacture in America. “If they want to come in, and build the plant, and hire you and hire your friends and your neighbors, that’s great,” Trump said. “Let China come in. Let Japan come in.”</p><p>Sens. Elissa Slotkin and Bernie Moreno introduced the bipartisan Connected Vehicle Security Act in April, seeking to ban vehicles, software and hardware linked to entities with more than 15% Chinese ownership. Ahead of Trump’s May summit with Xi, Slotkin warned: “Please don’t make a bad deal,” while Rep. Don Beyer said: “The only thing that terrifies me is BYD.”</p><h2 class="st-heading-2"><strong>Chinese EVs Could Pressure TSLA, RIVN&nbsp;</strong></h2><p>Lower-cost Chinese cars could create pricing pressure for Tesla and Rivian if U.S. barriers fall. BYD sold 2.26 million EVs in 2025, compared with Tesla’s 1.64 million deliveries. Tesla faces added complexity as it produces cars in Shanghai and competes directly with BYD in China. During the 2025 trade dispute, it stopped taking Chinese orders for its U.S.-built Model S and Model X after Beijing raised tariffs.</p><p>Chinese passenger brands are currently absent from U.S. showrooms, but they are expanding nearby. BYD is preparing two models for Canada and reportedly planning six dealerships there. Canada initially permits 49,000 Chinese EVs annually at a 6.1% tariff, while Chinese-made vehicles already account for roughly one in five sales in Mexico.</p><p>BYD executive Stella Li has said those expansions target Canada and Mexico, not a back-door entry into the U.S. XPeng, Nio and Li Auto also maintain U.S. research or development operations, although none has announced an American retail launch. XPeng Co-President Brian Gu said in April that “the U.S. is definitely somewhere we have to look.”</p><p>Meanwhile, the Trump administration is scrutinizing American automakers’ ties to China, with Transportation Secretary Sean Duffy this week criticizing Ford’s relationships with CATL, Geely and BYD.</p><h2 class="st-heading-2"><strong>How Do Retail Traders Feel About TSLA And RIVN?</strong></h2><p>On Stocktwits, retail sentiment for both TSLA and RIVN was ‘bearish,’ with TSLA seeing ‘high’ message volume and RIVN recording ‘normal’ chatter.&nbsp;</p><p>While&nbsp;<a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> has risen 6% over the past year,&nbsp;<a href="https://stocktwits.com/symbol/RIVN">RIVN</a> has advanced 15% over the same period.&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p><p>Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sls-ibrx-canadian-insurance-giant-manulife-unit-raises-stakes-cancer-catalysts/cZt9D8URJCe">SLS, IBRX In Focus: Canadian Insurance Giant Manulife’s Unit Raises Stakes Ahead Of Key Cancer Catalysts&nbsp;</a></p>

US President Donald Trump meets with Chinese President Xi Jinping in Beijing, China on May 14, 2026.

Tesla, Rivian In For A Rough Ride? Senator Warns Trump Could Let Chinese EV Makers Into America Under Xi Deal

BYD Co

BYD Co Ltd/ADR

Li Auto Inc - ADR

NIO Inc

Rivian Automotive Inc

Volkswagen A G

XPeng Inc - ADR

$SPCX

$NFLX

$TSLA

$META

Which earnings release are you most looking forward to this week: $SPCX, $NFLX, $TSLA, or $META? Drop a comment for others.

Current Price	$76.71
Prev Close	$74.90
Open	$74.71
Dividend Yield	4.75%
50-Day Moving Average	$85.39
Beta	0.50
Avg. Volume	343.10
PE Ratio	6.30

52-Week High	$128.99
52-Week Low	$72.33
Market Capitalization	$38.46B
EPS (Annual)	$15.02
Price to Book	0.19
Revenue Per Employee	$548,017.65

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