SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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

Reports that the U.S. would not strike Iran immediately sparked hopes for a relief bounce in SPY, but traders remain divided over whether tensions will ease or escalate, with oil and inflation risks in focus. The debate is unfolding ahead of a packed week of Fed, major technology earnings and inflation data that traders expect could add to volatility.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as crude rallies on fears of oil-supply disruptions tied to escalating Middle East tensions, including speculation about renewed strikes involving Iran and risks to shipping and regional energy infrastructure. Traders are divided between expecting further gains if supply risks persist and anticipating a sharp pullback if tensions ease or a deal emerges.

ProShares Trust II - ProShares Ultra Bloomberg Natural Gas 2x Shares

ProShares Ultra Bloomberg Natural Gas

BOIL is drawing attention amid volatile natural-gas trading, with bearish traders pointing to mild-weather expectations, ample supply and storage builds, while bulls watch for colder forecasts, tighter inventories and supply disruptions to lift futures. Much of the debate also centers on BOILs daily leverage and futures-roll decay, which can magnify losses when natural gas does not rise quickly.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXTI is drawing attention for its sharp, volatile pullback after a major rally tied to AI data-center demand for indium-phosphide substrates and optical components. Bulls see the selloff as a buying opportunity based on the growth story, while bears point to the valuation, competition, and China-related supply risks.

Twilio, Inc. engages in the development of communications software, cloud-based platforms, and services. It operates through Twilio Communications and Twilio Segments. The Twilio Communications segment includes the platforms Messaging and Voice. The Twilio Segment involves Segment, Engage, Flex, Email, and others. The company was founded by John Wolthuis, Jeffery G. Lawson, and Evan Cooke in March 2008 and is headquartered in San Francisco, CA.

Twilio Inc - Ordinary Shares Class A

Twilio Inc

Twilios upcoming quarterly report is the main focus, with traders positioning around the stocks rebound into earnings. Discussion is split between optimism about AI-driven communications demand and concern that reported growth may overstate underlying organic growth because of carrier pass-through fees.

Valero Energy Corp. engages in the manufacture and marketing of transportation fuels and other petrochemical products. It operates through the following business segments: Refining, Ethanol and Renewable Diesel. The Refining segment consists of refining operations, associated marketing activities, and logistics assets that support its refining operations. The Ethanol segment includes its ethanol operations, associated marketing activities, and logistics assets that support its ethanol operations. The Renewable Diesel covers the operations of Diamond Green Diesel Holdings LLC. The company was founded in 1980 and is headquartered in San Antonio, TX.

Valero Energy Corp.

Valeros record quarterly results, driven by sharply stronger refining margins, are the main focus, but shares declined despite the earnings beat. Traders are debating a sell-the-news reaction, cautious guidance, and whether elevated fuel spreads can last.

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.

Greenlands formal approval of Tanbreezs mining and closure plans through 2050 is drawing attention as a major project milestone, though activity-specific operating permits are still needed before construction. Traders are broadly bullish on the de-risking and potential rare-earth supply-chain significance, but some question the muted share reaction and remain concerned about short selling and dilution tied to the European Lithium merger.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

A sharp gold selloff and break below a key psychological level dominate discussion, with traders pointing to a firmer dollar, higher yields and rate-hike fears; some also speculate that forced selling to cover tech losses is adding pressure. The decline has renewed debate over golds safe-haven role, as bearish traders and frustrated holders face off against dip-buyers who still see it as a long-term hedge against inflation, debt and geopolitical risk.

iShares Inc. - iShares MSCI Brazil ETF

iShares MSCI Brazil ETF

Brazils presidential runoff is driving EWZ attention, with traders positioning around the contest between Flvio Bolsonaro and Lula and the possibility of a market-moving result. The community notes a rally ahead of the vote but debates whether optimism is already priced in, while options activity reflects both upside bets and downside hedging.

The Charles Schwab Corp. is a savings and loan holding company, which engages in the provision of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It operates through the Investor Services and Advisor Services segments. The Investor Services segment includes retail brokerage, investment advisory, and banking and trust services to individual investors, retirement plan and business services, as well as other corporate brokerage services, to businesses and employees. The Advisor Services segment provides custodial, trading, banking and trust, and support services to independent registered investment advisors, independent retirement advisors, and recordkeepers. The company was founded by Charles Robert Schwab in 1986 and is headquartered in Westlake, TX.

Charles Schwab Corp.

Schwabs website and thinkorswim platform outages and login problems are drawing complaints from traders who say they cannot access accounts or place trades, with some considering moving brokers. Speculation about a cyberattack has circulated, but the messages do not confirm a breach.

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NET Stock Surges 65% in 6 Months: Should You Hold or Book Profits?

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PANW Stock Rises 21% in a Month: Should You Hold or Book Profits?

Palo Alto Networks' shares jump 20.9% in a month, driven by AI security demand. However, rising costs and premium valuation warrant caution.

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Cloudflare Surges 41% YTD: Should You Buy, Sell or Hold the Stock?

NET's AI security, SASE and Workers momentum support growth, but margin pressure and a premium valuation warrant caution.

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Check Point Software Technologies Ltd. is engaged in the development and marketing of software and hardware solutions for information technology security. Its products include Quantum, CloudGuard, Harmony, and Infinity-Vision. The company was founded by Gil Shwed, Marius Nacht, and Shlomo Kramer in July 1993 and is headquartered in Tel Aviv, Israel.

Check Point Software Technologies Ltd.

PANW, AVGO, FTNT, CHKP Stocks Decline Pre-Market As China Reportedly Bans Cybersecurity Software From US, Israeli Firms

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<ul class="summary-bullets"><li>China’s ban on U.S. and Israeli cybersecurity firms comes amid growing tensions between the world’s top two economies.</li><li>The Xi Jinping-led administration has asked domestic companies to halt orders for Nvidia GPUs on multiple occasions.</li><li>On Tuesday, a report stated that China has restricted Nvidia chip purchases to “special circumstances.”</li></ul>The Chinese government has reportedly banned nearly a dozen U.S. and Israeli software firms, citing national security concerns.According to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/china/beijing-tells-chinese-firms-stop-using-us-israeli-cybersecurity-software-sources-2026-01-14/">report</a> citing sources familiar with the matter, Chinese authorities have instructed domestic companies not to use cybersecurity software from the banned companies. It’s not yet clear how many Chinese companies have received the notice.Among those impacted are Palo Alto Networks Inc. (PANW), Broadcom Inc.’s (AVGO) VMware, Fortinet Inc. (FTNT), and Check Point Software Technologies Ltd. (CHKP), the report stated.Shares of&nbsp;<a href="https://stocktwits.com/symbol/PANW">Palo Alto Networks</a> and&nbsp;<a href="https://stocktwits.com/symbol/FTNT">Fortinet</a> were down by nearly 3% each in Wednesday’s pre-market trade, while&nbsp;<a href="https://stocktwits.com/symbol/CHKP">Check Point shares</a> declined 1%.&nbsp;<a href="https://stocktwits.com/symbol/AVGO">Broadcom shares</a> were down nearly 0.4% at the time of writing.Retail sentiment on Stocktwits around Palo Alto Networks and Broadcom was in the ‘bearish’ territory, while users were ‘neutral’ on Fortinet and Check Point at the time of writing.<h2 class="st-heading-2">Growing Tensions Between China And US</h2>China’s ban on U.S. and Israeli cybersecurity firms comes amid growing tensions between the world’s top two economies.The Xi Jinping-led administration has asked domestic companies to halt orders for Nvidia Corp.’s (NVDA) graphics processing units (GPUs) on multiple occasions, as the U.S. and China continue to tussle amid an ongoing trade war triggered by President Donald Trump’s tariff policies."China is committed to basing its national development on its own strengths, and is also willing to maintain dialogue and cooperation with all parties to safeguard the stability of global industrial and supply chains," said Liu Pengyu, a spokesperson for the Chinese Embassy in the U.S., according to a Reuters report citing The Information.<h2 class="st-heading-2">Ramping Up Restrictions On Nvidia Chips</h2>On Tuesday, a subsequent&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/china-restricts-nvidia-chip-purchases-special-circumstances">report</a> by The Information stated that China has restricted Nvidia chip purchases to “special circumstances.”China is also escalating its clampdown on Nvidia chip purchases, with a Reuters report on Wednesday stating that the country’s customs agents have been informed that Nvidia’s H200 chip purchases are not permitted for entry.<a href="https://stocktwits.com/symbol/PANW">PANW stock</a> is up 4% year-to-date,&nbsp;<a href="https://stocktwits.com/symbol/AVGO">AVGO stock</a> is up 2%,&nbsp;<a href="https://stocktwits.com/symbol/FTNT">FTNT stock</a> is down 1%, while&nbsp;<a href="https://stocktwits.com/symbol/CHKP">CHKP stock</a> is up 0.5%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-consumer-inflation-december-2025-cpi-report/cmUXIkcR44D">CPI Report: Annual Inflation Rate Comes In At 2.7% In December, In Line With Expectations</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A view of the Chinese National Flag. On Wednesday, 27 September 2017, in Badaling, Yanqing District, Beijing, China. (Photo by Artur Widak/NurPhoto via Getty Images)

Chinese authorities have instructed domestic companies not to use cybersecurity software from the banned companies, citing national security concerns.

Broadcom Inc

Check Point Software Technolgies

Fortinet Inc

Palo Alto Networks Inc

$CRWD

$PANW

$NET

Cybersecurity is one of the market's most crowded trades right now, and $CRWD, $PANW, $NET, and $ZS each represent a different bet on where the next leg of growth comes from. If you had to put your money behind just one for the next 12 months, which are you choosing? Explain your reasoning in the comments.

Which cybersecurity stock will post the best performance over the next 12 months? 
 
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Current Price	$159.03
Prev Close	$151.98
Open	$151.52
Dividend Yield	0.00%
50-Day Moving Average	$134.81
Beta	0.43
Avg. Volume	1.18M
PE Ratio	16.29

52-Week High	$210.66
52-Week Low	$112.23
Market Capitalization	$16.24B
EPS (Annual)	$9.62
Price to Book	6.06
Revenue Per Employee	$399,326.01

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