SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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 Connects Muse AI agent and new smart-glasses and VR hardware are the focus, with bullish traders pointing to AI adoption and Metas large platform reach. Others question Muses monetization and privacy, criticize the hardware, and expect a sell-the-news reaction after the recent run-up.

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

BlackBerry is drawing attention ahead of quarterly results after QNXs Alloy Kore platform won its first design deal with Coretura, adding more than $100 million to royalty backlog. Traders are watching for stronger results, guidance and clarity on revenue conversion: bulls see growth potential in automotive software and physical AI, while skeptics question how quickly backlog will generate revenue and whether management can execute.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas planned Claros acquisition is a key focus, with traders viewing its vertical power-delivery and voltage-regulation technology as a way to broaden the companys AI data-center power offering from grid to processor. Sentiment is bullish on the longer-term GaN/SiC and AI-infrastructure opportunity, but tempered by concerns about dilution and whether the expanded portfolio will translate into customer contracts and revenue.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Meta Connects new VR and AI hardware announcements have renewed attention on Unitys role as a supported engine for Metas VR ecosystem. Traders are also focused on unusually large call activity and rumors of a Unity-specific announcement, but several note that no such news is confirmed and debate whether the move is event-driven or options-fueled.

BlackBerrys first major Alloy Kore design win with Coretura, the software-defined vehicle venture founded by Daimler Truck and Volvo Group, is driving attention, with traders focused on its potential to expand QNXs backlog and growth prospects. Longs are enthusiastic, while skeptics question how quickly the deal will translate into revenue and whether upcoming earnings will validate the optimism.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

Rising Treasury yields and hawkish Fed expectations are weighing on semiconductor shares, with traders also debating whether SOXXs pullback is a bearish breakdown or a dip that could bounce. Michael Burrys reported semiconductor shorts add to the bearish chatter, while some traders argue against following his call.

RTX Corp. is an aerospace and defense company, which engages in the provision of aerospace and defense systems and services for commercial, military, and government customers. It operates through the following segments: Collins Aerospace Systems (Collins), Pratt and Whitney, Raytheon Intelligence and Space (RIS), and Raytheon Missiles and Defense (RMD). The Collins segment manufactures and sells aero structures, avionics, interiors, mechanical systems, mission systems, and power controls. The Pratt and Whitney segment includes the design and manufacture of aircraft engines and auxiliary power systems for commercial, military, and business aircraft. The RIS segment is involved in the development of sensors, training, and cyber and software solutions. The RMD segment offers end-to-end solutions to detect, track, and engage threats. The company was founded in 1922 and is headquartered in Arlington, VA.

RTX Corp

Raytheon Technologies Corporation

Raytheons missile and air-defense contracts, alongside expectations that depleted munitions stockpiles will drive further orders, are a major focus. Traders are divided: some see the backlog and defense demand as supportive, while others point to recent weakness across defense stocks and question RTXs valuation.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoins pullback after a sharp rally is the dominant topic, with traders linking pressure to surging Treasury yields and fears of tighter monetary policy. The community is split between buyers calling the decline a healthy dip and bearish traders warning of further downside, with the near-term debate focused on whether support holds and price can reclaim resistance.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Rising Treasury yields, fueled by stronger economic data and inflation concerns, are the main pressure point for QQQs growth-heavy holdings, with traders also weighing the prospect of further Fed tightening. The community is split between bearish calls that higher rates could trigger a deeper tech pullback and bulls looking for quick dip-buying rebounds.

Polestar Automotive Holding UK Plc is the Swedish electric performance car brand that engages in the research, development, marketing, commercialization, and sales of battery electric vehicles and related technology solutions. It offers Polestar 2 (PS2), a premium fast-back sedan, the Polestar 3 (PS3), a luxury aero sport-utility vehicle, the Polestar 4 (PS4), a premium sport utility vehicle, the Polestar 5 (PS5), a luxury sport grand-touring sedan, and the Polestar 6 (PS6), a luxury roadster. The company was founded on September 15, 2021 and is headquartered in Gothenburg, Sweden.

Polestar Automotive Holding UK PLC - ADR Class A

Polestar Automotive Holding UK PLC

Polestars refusal to appeal the U.S. restriction on new sales from model year 2027, alongside weaker results and a sharply reduced 2026 growth outlook, is driving concern. Most traders are focused on cash burn, financing and dilution risks, while some argue the limited U.S. exposure and a pivot toward Europe could soften the impact.

statis crypto Watchlist

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.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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A Guide to Semiconductor ETFs

AI infrastructure spending, soaring memory demand and strong chip sales are fueling semiconductor growth, putting these ETFs in focus.

POET Stock Gains After Sixth Straight Quarter Of Revenue Growth – CEO Says 2026 Production Ramp ‘On Schedule’

Equity

Management expects to begin shipping substantial production volumes for customer qualification during the remaining quarters of 2026, with further updates expected in September.


The Zacks Analyst Blog Highlights Quantinuum, IonQ, NVIDIA, IBM, QTUM, ARQQ, WQTM and CHPX

Quantum ETFs are gaining momentum as AI strains classical computing, with federal funding and breakthroughs fueling the sector's growth.

The Next AI Surge: Top Quantum ETFs to Buy Amid Washington's Funding Push

Quantum ETFs are gaining momentum as U.S. funding and breakthroughs accelerate the sector, offering investors diversified exposure to its growth.

Mag-7 Suffers Biggest Rout Since April 2025: ETFs to Buy

The Mag-7 erased nearly $800 billion in value as AI spending worries resurfaced. Here are the ETF themes that could benefit from the shift.

AI-Driven Chip Rally Hits a Speed Bump: Buy the Dip in ETFs?

AI chip stocks hit a sharp correction, but strong earnings and AI demand suggest the pullback may be a dip-buying opportunity for semiconductor ETFs.

Semiconductor ETFs to Buy as Micron Leads $2T AI-Led Chip Market Rally

MU's AI-driven memory surge fuels a historic rally, making semiconductor ETFs a diversified way to tap the industry's broad-based momentum.

The Zacks Analyst Blog Highlights Micron, MUU, MULL, SHOC,CHPX and FTXL

Micron soared after crushing Q3 estimates, forecasting stronger Q4 sales and highlighting AI-driven memory demand. See ETFs with significant MU exposure.

Micron Soars Post Q3 Earnings on AI Memory Crunch: ETFs to Watch

Micron's stellar earnings, record margins and AI-fueled memory shortages put semiconductor ETFs with high MU exposure in the spotlight.

100 Days Into the Iran War: Winning & Losing ETF Areas

One hundred days into the Iran war, AI, shipping and cannabis ETFs have surged, while crypto, bonds and gold miners lagged.

Global X Funds - Global X AI Semiconductor & Quantum ETF

Neutral Sentiment

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

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