SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

SLV is drawing attention after a sharp selloff in silver, with traders describing relentless selling and questioning its role as a safe haven. Bearish reactions and concerns about a stronger dollar, rising yields, and forced liquidation compete with dip-buying claims that supply constraints and inflation fears support silver over the longer term.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

CEO John Giamatteos reported share sales are drawing scrutiny, with traders blaming them for the pullback while others describe the transactions as routine tax-related sell-to-cover. That debate contrasts with bullish discussion of QNXs record royalty backlog and Alloy Kore momentum, tempered by reminders that backlog converts to revenue over time.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

GLD is drawing attention after a sharp selloff, with traders citing a stronger dollar, higher yields and expectations of tighter Fed policy as possible pressures. Many are questioning golds safe-haven role as it falls alongside risk assets, while others see the pullback as a buying opportunity and maintain a longer-term hedge thesis.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

A broad semiconductor selloff, fueled by concerns about supply-chain constraints and the funding and returns of AI investment, drove a sharp decline in SOXL, whose 3x leverage magnifies moves in chip stocks. Traders are divided between expecting an oversold bounce and warning that the drop could continue, with some questioning whether AI demand justifies sector valuations.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energys quarterly results beat expectations and full-year guidance was raised, but shares sold off sharply as traders focused on negative cash flow amid higher capital spending and questioned the valuation after a steep run-up. Bulls view the decline as an overreaction and cite data-center power demand, while others point to cash-generation concerns and broader selling in AI-linked stocks.

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is caught in a sharp selloff across memory and AI-chip stocks alongside weakness in South Koreas KOSPI, with traders pointing to foreign selling and concerns about AI spending, memory-cycle normalization and Chinese DRAM competition. The community is split between viewing the decline as a buying opportunity given HBM demand and low valuations, and warning that cyclical or oversupply risks could drive further losses.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention after a sharp tech-led selloff, as traders question whether heavy AI spending by major technology companies will generate sufficient returns; rising oil prices amid U.S.-Iran tensions added to market concerns. The discussion is largely bearish, with fears of a deeper correction or AI-bubble unwind opposed by dip buyers looking for a relief bounce.

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

NVDA is drawing attention amid a semiconductor and tech selloff as traders weigh whether heavy AI infrastructure spending can be financed and generate returns, with Jensen Huangs comments about scarce capital for neocloud growth adding to the concern. Bulls argue demand for AI compute remains strong and view the decline as a buying opportunity, while bears focus on financing, capex and cyclical-demand risks.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokias Q3 earnings beat and strong AI-and-cloud growth were overshadowed by a lower cash-flow conversion outlook, higher restructuring costs, and warnings of structurally rising supply costs, prompting a sharp selloff. Bulls call the decline an overreaction and cite infrastructure demand, while bears focus on cash generation and the outlook.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebiuss Citi financing facility is prompting debate amid a sharp selloff across AI infrastructure and neocloud stocks. Traders see the funding as evidence the company can finance its expansion, while others worry that more borrowing increases leverage and refinancing risk.

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Anthropic, OpenAI Said To Be Racing For Public Markets: Reports Of Pre-IPO Moves Tell Very Different Stories

Equity

Anthropic is reportedly meeting investors for its IPO and could launch the share sale as early as next month. OpenAI has reportedly deferred its plans to next year. 


Photonics: The Next Big AI Investment Opportunity?

As AI data centers push the limits of traditional networking, photonics is emerging as a key technology.

Dan Ives Says American AI Tech Is Far Superior To China’s: ‘No One Will Compare From A Model Perspective’

While the launch of Moonshot AI’s Kimi K3 was a “mini DeepSeek moment,” the reality is that OpenAI and Anthropic are “playing a whole different game,” Ives said.


OpenAI Faces Another Blow On Road To IPO: Ailment Forces AGI Chief Fidji Simo To Leave After Less Than A Year

OpenAI has seen a string of high-profile departures in recent months, including Chief Product Officer Kevin Weil and Vice President of Engineering Srinivas Narayanan.


Anthropic Takes First Step Toward In-House AI Chip — Talks With Samsung Underway, Says Report

Artificial intelligence startup Anthropic is in preliminary discussions with Samsung Electronics to manufacture its first in-house server chip as it seeks greater control over its computing infrastructure and skyrocketing costs.

Altimeter’s Brad Gerstner Says Anthropic's Revenue Run Rate Could Triple In 2026 As AI Worries Hit Tech Stocks

The investor, known for his early bets in Meta and Uber, believes Anthropic is gaining ground on OpenAI. 


Anthropic’s Paid Users Reportedly Doubled Ahead Of IPO – Retail Piles Into Proxy Funds

Retail investors are increasingly eyeing exchange-traded and private funds that offer exposure to Anthropic ahead of its potential IPO in the fourth quarter.


Anthropic's IPO Said To Be Coming As Early As October — Here's How To Pick Up A Stake Before It Goes Public

Anthropic is billed as one of the biggest forthcoming IPOs this year.


From SpaceX to xAI: How ETFs Are Packaging Private Assets

ETFs are opening doors to private markets: here's what investors need to know

KraneShares Trust - KraneShares Public-Private AI & Technology ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Anthropic executives are reportedly reassuring critics over its growth strategy, Chinese competition and tensions with the Trump administration.</li><li>Anthropic unveiled Claude Opus 5 on July 21 and OpenAI launched GPT-5.6 on July 24, while Google has yet to launch its much-anticipated Gemini 3.5 Pro model.</li><li>Retail traders are increasingly turning to EFs such as AGIX, VCX, and DXYZ, which hold Anthropic stock, ahead of its mega listing.</li></ul>Anthropic is meeting potential investors to shore up confidence in its initial public offering (IPO) and could launch the share sale in September or early October, The Wall Street Journal reported on Monday, citing people familiar with the matter.As the AI leader moves ahead and rival OpenAI appears to be delaying its IPO, traders are turning to exchange traded funds that offer exposure to its private stocks.Funds such as KraneShares Artificial Intelligence &amp; Technology ETF (AGIX), Fundrise Innovation Fund (VCX), and Destiny Tech 100 Inc (DXYZ) have become popular on Stocktwits of late. The watcher count for AGIX increased a whopping 226% in the last three months, while that for VCX increased 22% and DXYZ increased 11%.To be sure, VCX and DXYZ also have exposure to OpenAI, with developments at both AI companies helping drive momentum in the ETFs.In a separate report on Monday, Bloomberg reported, citing a source, that OpenAI just completed a $7 billion buyback of company shares held by current and former employees. The deal reportedly valued the AI firm at $852 billion.<h2 class="st-heading-2">Anthropic’s IPO Push</h2>In the investor talk, Anthropic executives are said to be reassuring critics about its pace of growth, strategies, and other issues such as the&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/more-pressure-for-open-ai-anthropic-googl-china-latest-ai-sensation-kimi-k3-to-become-open-weight/cZZxB0OR7C0">recent popularity</a> of cheaper AI systems from China and tensions with the Donald Trump administration.Anthropic has recently emerged as the front-runner in that race, but there is also a backlash against the company in Silicon Valley, where many chief executives have grown nervous about its power over the AI ecosystem.The U.S. government briefly banned Anthropic’s Mythos model by foreign entities amid concerns that it could compromise encryption and risk cybersecurity.Still, its lead is being closely watched. The company said in May that its annualized revenue run rate had surpassed $4.7 billion earlier that month.In recent weeks, Anthropic has struck a series of new computing agreements with companies including SpaceX and Google. Usage data indicates that demand for Claude Code and its other products has remained strong, while the company has also experienced intermittent outages this year, according to the Journal.<h2 class="st-heading-2">OpenAI Playing Catch Up</h2>OpenAI has accelerated both its product rollout and enterprise push over the past few months, launching GPT-5.6 in July, merging the Codex coding agent into its ChatGPT desktop app and adding features including multi-repository projects and pull-request reviews.&nbsp;The company also launched ChatGPT Health, expanded its enterprise partner network with a $150 million investment, and introduced a deployment unit through the acquisition of AI consultancy Tomoro.&nbsp;More recently, OpenAI expanded access to its latest models, giving free users GPT-5.6 Luna while improving GPT-5.6 Sol for paid subscribers.Anthropic unveiled Claude Opus 5 on July 21. In contrast, Google has yet to launch its much-anticipated Gemini 3.5 Pro model.<h2 class="st-heading-2">Retail View, Valuation</h2>On Stocktwits, retail sentiment was ‘bearish’ for Anthropic and ‘bullish’ for OpenAI.Anthropic is valued at $1.13 trillion, compared to OpenAI’s private market valuation of $847.96 billion, according to data from Nasdaq Private Market.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-ceo-calls-ai-data-centers-investable-assets-after-partnership-with-wall-street-firms-for-500-b-financing-venture/cZoZSVKRJfp">Nvidia CEO Calls AI Data Centers 'Investable Assets' After Partnership With Wall Street Firms For $500B Financing Venture</a>

The Claude by Anthropic app logo appears on the screen of a smartphone

Anthropic is reportedly meeting investors for its IPO and could launch the share sale as early as next month. OpenAI has reportedly deferred its plans to next year.

KraneShares Trust - KraneShares Artificial Intelligence & Technology ETF

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AGIX KraneShares Trust - KraneShares Artificial Intelligence & Technology ETF

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