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IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is caught in a sharp selloff across AI data-center and neocloud stocks, amid concerns about heavy borrowing, tighter financing, and Elon Musks warnings about stranded compute and capital constraints. Traders are split between fears that funding and execution risks threaten the sector and bullish views that persistent AI demand and IRENs power and customer relationships support its longer-term prospects.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

Traders are debating how reported U.S.-Iran de-escalation signals could affect SPY, with some expecting a relief bounce and others focused on continued conflict risk and elevated oil prices as sources of market pressure. The discussion also reflects caution ahead of the Fed decision, major tech earnings, and inflation data, with sentiment split between bulls and bears.

iShares Inc. - iShares MSCI Brazil ETF

iShares MSCI Brazil ETF

Brazils presidential runoff is driving sharp swings in EWZ, as traders weigh hopes for a more market-friendly Bolsonaro outcome against fears of a Lula win and a reversal of the rally. Bullish call activity and breakout talk compete with short bets and downside hedging amid election uncertainty.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as crude surges amid fears that renewed U.S.-Iran conflict and Houthi attacks could disrupt Middle East oil flows. Bulls see supply risk sustaining the rally, while skeptics argue that de-escalation or a deal could quickly unwind the war premium and that the move looks overstretched.

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. 

Elon Musks warning about tightening debt markets and consolidation among AI neoclouds has intensified a selloff in the sector, with traders debating whether Nebius is exposed to financing and execution risks. Bulls argue NBIS is better positioned than some peers because of its financing access and compute demand, while bears fear broader credit stress could weigh on the business.

Nu Holdings Ltd. is a holding company, which engages in the provision of digital banking services. The company was founded by David Vélez Osorno, Cristina Helena Zingaretti Junqueira, and Adam Edward Wible on February 26, 2016 and is headquartered in São Paulo, Brazil.

Nu Holdings Ltd - Ordinary Shares Class A

Nu Holdings Ltd

Nu Holdings latest results, highlighted by its first quarterly profit above the billion-dollar mark and continued strong growth, are driving bullish attention. Traders are celebrating the profitability and expansion, while some remain cautious about credit quality and the stocks volatile price action.

Petróleo Brasileiro SA engages in oil and gas exploration, production, and distribution activities. It operates through the following segments: Exploration and Production; Refining, Transportation, and Marketing; and Gas and Low Carbon Energies. The Exploration and Production segment covers the activities of exploration, development, and production of crude oil, natural gas liquid, and natural gas, for the primary purpose of supplying its domestic refineries. The Refining, Transportation, and Marketing segment refers to refining, logistics, transport, and trading of crude oil and oil products activities as well as exports of ethanol. The Gas and Low Carbon Energies represents the activities of logistic and trading of natural gas and electricity, transportation and trading of liquefied natural gas, generation and electricity by means of thermoelectric power plants, as well as holding interests in transporters and distributors of natural gas. The company was founded on October 3, 1953 and is headquartered in Rio de Janeiro, Brazil.

Petroleo Brasileiro S.A. Petrobras - ADR

Petroleo Brasileiro

Brazils presidential election is driving discussion, with traders positioning around a possible Flvio Bolsonaro win and speculating that more market-friendly policies could benefit Petrobras; others warn that the outcome is uncertain and the stock could see a sell-the-news reaction. Elevated oil prices are also cited as support for the shares.

MercadoLibre, Inc. engages in the development of an online commerce platform with a focus on e-commerce and related services. It operates through the following geographical segments: Brazil, Argentina, Mexico, and Other Countries. The Other Countries segment refers to Chile, Colombia, Costa Rica, Dominican Republic, Ecuador, Panama, Peru, Bolivia, Honduras, Nicaragua, El Salvador, Guatemala, Paraguay, Uruguay, and the United States of America. Its products provide a mechanism for buying, selling, and paying as well as collecting, generating leads, and comparing lists through e-commerce transactions. The company was founded by Marcos Eduardo Galperin on October 15, 1999 and is headquartered in Montevideo, Uruguay.

MercadoLibre Inc

MercadoLibres latest earnings have sparked debate after strong revenue growth and a beat on expectations failed to prevent a share-price pullback, as investors focus on declining profitability and margin pressure from heavy investment in logistics and credit. Bulls view the spending as a growth investment, while skeptics question when margins will recover.

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

Elon Musks warning that financing is drying up for neoclouds and that many could fail or consolidate has intensified concern about CoreWeaves debt-heavy expansion and borrowing costs. Bears fear refinancing pressure and dilution, while bulls argue that strong AI-compute demand, contracted business and Nvidias backing could support the company; some traders also question Musks motives.

Green Thumb Industries, Inc. engages in the manufacture and distribution of branded cannabis products. Its brands include RYTHM, Dogwalkers, Beboe, Good Green, Doctor Solomon’s, and &Shine. It operates through the Retail and Consumer Packaged Goods segments. The Retail segment focuses on retailing cannabis to patients and consumers. The Consumer Packaged Goods segment refers to the cultivation, production, and sale of cannabis products to retail stores. The company was founded by Benjamin Kovler and Max Cohen on February 18, 2002 and is headquartered in Chicago, IL.

Green Thumb Industries Inc - Ordinary Shares (Sub Voting)

Green Thumb Industries

Green Thumb is drawing attention amid the federal cannabis-rescheduling proceedings, with traders reacting to the judges rejection of a bid to reopen the hearing and the scheduled end of the stay. Bulls see a step toward Schedule III and potential tax relief and cite GTBIFs financial position and buybacks, while skeptics worry about further delays and complain that the stock is lagging other cannabis names.

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LI Stock Jumps as Li Auto Makes Its Second Launch This Month To Chase 20% Delivery Growth  

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Li Auto called the i9 “a pioneering flagship family SUV.” The six-seat battery-electric vehicle is priced at RMB 369,800 for its standard configuration. 


LI Stock Continues To Hover Near 52-Week Low Despite New, Cheaper MPV Launch

The stock is currently trading around $11.88, just above its 52-week low of $11.65.

NTES Stock Falls After Missing Q2 Earnings Estimates As Higher R&D Expenses Weigh On Profits

NetEase CEO William Ding struck an optimistic note, saying that the company will focus on creating original content, building long-lasting franchises and strengthening communities to sustain player engagement.


Should You Add Emerging Market ETFs to Your Portfolio Now?

Is it time to look beyond the U.S. markets? Improving flows and dollar weakness are putting emerging market ETFs in focus.

ETFs Primed for Gains on NVIDIA's $150B AI Spending Vow in Taiwan

NVDA's planned $150B Taiwan spending spree spotlights AI supply chains and boosts the case for Taiwan-heavy ETFs riding the chip boom. 

XPEV Pops, LI Drops After Earnings: XPeng’s Cost Cuts Outshine Li Auto Discounts

Both XPeng and Li Auto reported a double-digit year-on-year decline in revenue, while still exceeding Wall Street expectations.

TSMC's Upbeat Q1 Earns It A New Price Target Implying Potential 32% Upside — CEO Reiterates Conviction In AI Megatrend

Analysts at Needham raised their price target for TSM to $480 from $410, implying an upside of nearly 32% from current levels.

NIO Stock Extends Rally On ES9 Debut, CEO Reaffirms 40% To 50% Delivery Growth Target In 2026

Nio unveiled its next-generation sports utility vehicle, the ES9, in China last week as it looks to build on the success of the ES8.

China’s Tesla Rival Li Auto Announces $1B Share Repurchase Program — LI Stock Gains

The company said this allows Li Auto to buy back shares from the date of authorization to March 31, 2027.

Should Emerging Market ETFs Play a Bigger Role in Your Portfolio?

As U.S. fund outflows hit a 16-year high and volatility spikes, emerging market ETFs offer a path to diversification and growth.

American Century ETF Trust - Avantis Emerging Markets Equity ETF

Neutral Sentiment

<ul class="summary-bullets"><li>On September 2, the company unveiled a new-generation Li Mega electric MPV, priced at RMB 509,800 for its standard configuration.</li><li>The two drops mark a concentrated push to expand Li Auto’s battery-electric lineup alongside its extended-range L-series SUVs.</li><li>The company is aiming for over 20% delivery growth this year from the 406,000 deliveries reported in 2025.</li></ul><p><br>Shares of Li Auto (LI) rose about 4.5% intraday on Wednesday after the Chinese electric-vehicle maker launched its new flagship battery-electric SUV, the Li i9.</p><p>Li Auto called the i9 “a pioneering flagship family SUV.” The six-seat battery-electric vehicle is priced at RMB 369,800 for its standard configuration. Deliveries begin this week.</p><p>The i9 is Li Auto’s second major product drop in September. On September 2, the company unveiled a new-generation Li Mega electric MPV, priced at RMB 509,800 for its standard configuration. The two drops mark a concentrated push to expand Li Auto’s battery-electric lineup alongside its extended-range L-series SUVs.</p><p>LI stock has edged up 1% so far in September, recovering from a steep 11% drop in August.</p><h2 class="st-heading-2">August Rebound, Full-Year Gap</h2><p>The launches follow a delivery rebound. Li Auto shipped 37,679 vehicles in August, up 32% from a year earlier and ending three straight months of year-on-year declines. Deliveries in the first eight months totaled 261,619, still down 0.6%.</p><p>The company is aiming for over 20% delivery growth this year from the 406,000 deliveries reported in 2025.</p><h2 class="st-heading-2">What’s Next?</h2><p>A refreshed Li i6 SUV launch is due in the fourth quarter with in-house batteries and chips; pre-orders open later this month.</p><p>Li Auto is also rolling out its Mach driver-assistance software, expanding in the Middle East after a Dubai launch of the L9, and preparing a Paris Motor Show debut in October as it enters Europe.</p><h2 class="st-heading-2">How Did LI Retail Traders React?</h2><p>On Stocktwits, retail sentiment around LI stock rose from ‘neutral’ to ‘bullish’ over the past 24 hours, while message volume stayed at ‘normal’ levels.</p><p><a href="https://stocktwits.com/symbol/LI">LI stock</a> has fallen 28% year-to-date.&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/apple-reportedly-taps-nvidia-for-m8-ultra-ai-servers-in-enterprise-comeback-push/cZtYZftRBP9">Apple Reportedly Taps Nvidia For M8 Ultra AI Servers In Enterprise Comeback Push</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

People stop by the booth of the Chinese carmaker Li Auto during an auto show in Hangzhou. (Photo credit should read LONG WEI / Feature China/Future Publishing via Getty Images)

Li Auto called the i9 “a pioneering flagship family SUV.” The six-seat battery-electric vehicle is priced at RMB 369,800 for its standard configuration. 

LI Stock Jumps as Li Auto Makes Its Second Launch This Month To Chase 20% Delivery Growth

SPDR S&P Kensho New Economies Composite ETF

Li Auto Inc - ADR

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AVEM American Century ETF Trust - Avantis Emerging Markets Equity ETF

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