SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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

Bitcoin is experiencing heightened volatility as the community debates whether the recent legislative progress, specifically the Clarity Act, acts as a long-term catalyst or a sell-the-news event. Traders are actively analyzing institutional accumulation patterns and macroeconomic pressures, with sentiment sharply divided between those calling for a structural breakout and those bracing for further downside.

Babcock & Wilcox Enterprises, Inc. engages in the provision of fossil and renewable power generation and environmental equipment. It operates through the B&W segment. The company was founded by George H. Babcock, Stephen Wilcox, Jr., and Joseph P. Manton in 1856 and is headquartered in Akron, OH.

Babcock & Wilcox Enterprises Inc

Babcock & Wilcox is capturing significant market attention as a high-conviction play on AI data center power infrastructure, recently bolstered by a major contract agreement and a successful equity offering that strengthened its balance sheet. Investors are actively debating the company's growth narrative amid its role as a power-generation supplier for hyperscalers, with sentiment split between those capitalizing on its aggressive expansion and those wary of volatility following rapid price appreciation.

Ethereum is a global, open-source platform for decentralized applications. In other words, it is a decentralized blockchain platform that enables developers to build and deploy smart contracts and applications without central authority control. Unlike Bitcoin, which primarily functions as digital currency, Ethereum operates as a programmable global computer where developers can create any type of decentralized service.   The platform hosts over $14 billion in DeFi applications with hundreds of thousands of active users across financial protocols, NFT marketplaces, and gaming platforms. Its transition to Proof of Stake in September 2022 reduced energy consumption by over 99%, addressing environmental concerns while strengthening network security.  The network operates through thousands of independent validator nodes that process transactions and execute smart contracts on the Ethereum Virtual Machine. Smart contracts are self-executing programs written in Solidity that automatically carry out agreements when conditions are met, eliminating intermediaries like banks or brokers.   Validators stake ETH as collateral to propose and validate blocks, earning rewards for honest participation while facing penalties for malicious behavior. The EIP-1559 upgrade introduced a dynamic base fee mechanism that burns ETH with each transaction, creating deflationary pressure during high network activity when more ETH is burned than issued to validators.  Vitalik Buterin proposed Ethereum in 2013, but seven co-founders helped build it, including Gavin Wood who created Solidity and the EVM technical specification, and Joseph Lubin who founded ConsenSys. The project launched in July 2015 after raising over $18 million through crowdfunding, quickly becoming the largest blockchain developer community. Major milestones include the 2020 Beacon Chain launch, the 2021 London hard fork implementing fee burning, and the 2022 Merge to Proof of Stake.   Ether (ETH) serves multiple functions: paying transaction fees (gas), staking to secure the network and earn 3-5% annual yields, serving as collateral in DeFi protocols, and purchasing NFTs and digital assets. The asset is increasingly adopted by traditional institutions, with publicly traded companies adding ETH to corporate treasuries to generate staking yields while maintaining blockchain exposure, and in 2024, the SEC approved spot Ethereum ETFs, allowing traditional investors to gain exposure through conventional brokerage accounts.  Ethereum's roadmap focuses on dramatically increasing transaction capacity to over 100,000 per second, reducing confirmation times, and enhancing decentralization while maintaining security against future threats like quantum computing.

Ethereum

Ethereum is currently navigating a period of heightened volatility as the market balances anticipation for the Clarity Act's progress with concerns over broader economic data and sluggish network performance. While some investors remain fixated on the potential for institutional adoption via tokenized funds, a vocal segment of the community is expressing frustration with the asset's recent underperformance relative to other major cryptocurrencies and broader equity markets.

Energy Fuels, Inc. is a mining development company, which engages in the exploration and evaluation of uranium and vanadium properties. It operates through the following segments: Uranium, Rare Earth Elements (REE), and Heavy Mineral Sands (HMS). The uranium segment engages in conventional and ISR uranium extraction, recovery and sales of uranium from mineral properties and the recycling of uranium-bearing materials generated by third parties along with the exploration, permitting and evaluation of uranium properties in the U.S. The REE segment is engaged in the company’s initiatives to progress towards full REE separation capabilities at the Mill to produce both light and heavy separated REE oxides in the coming years. The HMS segment engages in the exploration, development and recovery of HMS at the Kwale Project, Bahia Project, Vara Mada Project and the company’s equity method investments in the Donald Project JV and Tate. The company was founded by George E. L. Glasier and John David Mason on June 24, 1987 and is headquartered in Lakewood, CO.

Energy Fuels Inc

Energy Fuels Inc. is trending as the community highlights its recent milestone of producing high-purity terbium oxide, positioning the company as a key domestic player in the critical rare earth supply chain. Investors are actively debating the stock's long-term potential as a critical minerals powerhouse, while monitoring how the upcoming leadership transition and broader nuclear energy tailwinds will influence its market performance.

🔥 COCK Token – The Ultimate Cross-Chain MemeFi Powerhouse 🔥  In just under 20 days, $COCK has smashed expectations, broken ATHs, and built a project that’s shaking up Cardano and the entire crypto space. 🐓 What Makes $COCK Special?      The Name: Love it or hate it, the energy and engagement it generates are undeniable. The nuance in language and wild appeal set us apart.     #MEMEFI Pioneer: We’re not just another meme coin. $COCK is leading a movement by combining DeFi mechanics, game theory, and community engagement into a groundbreaking ecosystem.     COCKARENA: At the core of our ecosystem is the COCKARENA, a PvP HODL game. Players battle it out, and early exit fees fuel redistributions, burns, and the treasury. This ensures price appreciation and long-term sustainability for loyal holders.  🎰 The COCK Casino  Our casino isn’t just fun—it’s a serious revenue stream for the FLOCK.      Games: Bonanza, Crash, Blackjack, and Roulette (coming soon!).     Impact: Over 7,834 ADA in profits generated within days, directly supporting rewards, burns, and reinvestment.  💰 COCK-ARENA Loans  Unlock liquidity without selling your tokens.      Loan Terms: Borrow up to 30% of your holdings while continuing to earn rewards in the arena.     Investor Focus: Perfect for savvy investors staying in the game while tapping into their holdings.  🤝 Our Insane Partnerships  We’re bridging gaps, building alliances, and breaking barriers across the crypto space. Key Partners:      DANZO: Powering #MEMEFI with Arena, Casino, and Loans.     KLENEK: Interactive training room.     HSKN (Charles Hoskilien): Supporting and starting COCKPIN with 115 AIR NODES for DePIN aggregation. Plans to add APEX and Earth Nodes through a crypto company incorporated in Costa Rica.     ELITE CATS / SNEKKIES / HOT / BANK: Rewarding NFT holders with COCK-LOCK tokens and vice versa.     OCKZ: COCKSOCKS, Golden Cock Ticket (1M COCK), airdrop rewards, and whitelist perks for holders of 200 ADA worth of $COCK.     OLI Partnership:         Content Creation: Lux and the team are crafting engaging educational content about memes and MemeFi for OLi's platform.         Strategic Investment: The OLi Community Trust will invest in $COCK, distributing 100% of rewards to $OLI holders.         Community Reach: Over 22,000 learners will discover $COCK through OLi's gamified ecosystem.     Hi-Rez the Rapper: Expanding reach in marketing and entertainment.     KUNO, CALEB, CADEN, FITY, ROVER, WhaleInsider: Influential collaborators driving crypto adoption and growth.     Cardano Girls: Helping us understand and communicate effectively with ADA’s female audience.     WallStreetBets: Breaking barriers and increasing engagement.     Antonio Brown: Endorsing, supporting, and even playing in the casino and arena!     Advisors:         BERIS, HECKTHESNEK, RTB, CRYPTOGENIUS: Trusted names advising and supporting the project.  Future Partnerships:  More collaborations are in the pipeline to continue expanding engagement and bring new eyes to ADA and CNTs. 🔥 Unmatched Results in Just 20 Days      Supply Burned: 1.65%, worth 148K ADA!     Arena Fees Collected: 54M COCK, worth over 500K ADA, fueling rewards, burns, and partnerships.     Staked COCK-LOCK: 11M COCK-LOCK in the liquid staking platform, with more coming.     Casino Revenue: Skyrocketing profits directly rewarding holders and growing the treasury.     Top Blast Contests: Generated over 120K ADA in volume, rewarding participants with over 50K ADA in prizes.  🌍 Our Vision  To be the most decentralized, rewarding, and innovative token on Cardano while fostering cross-chain collaboration and onboarding the masses.      Breaking Barriers: We’re bringing BTC, ETH, SOL, and other chains into the fold.     Community-Driven: Focused on building bridges and showcasing that crypto can be fun, rewarding, and sustainable.     Expansion: This is just the beginning. With more burns, rewards, and partnerships on the way, $COCK is set to redefine what’s possible in the MemeFi space.  💎 Time in the arena &gt; Timing the market. The FLOCK is unstoppable. Let’s keep breaking walls for Cardano and onboard new users as we take $COCK to new heights.

CockCardano

The COCK community is driving significant buzz by blending memecoin culture with real-world utility, specifically highlighting revenue generated from their Cocky Wings food truck business used to support the token. Traders are actively discussing the project's staking mechanics in the 'Arena' and upcoming updates, positioning it as a distinct, community-led play within the Cardano ecosystem.

Costco Wholesale Corp. engages in the provision of operation of membership warehouses through wholly owned subsidiaries. It operates through the following geographical segments: United States, Canada, and Other International Operations. The company was founded by James D. Sinegal and Jeffrey H. Brotman in 1983 and is headquartered in Issaquah, WA.

Costco Wholesale Corp

Costco is trending as investors digest the retailer's robust membership income growth and digital sales momentum following recent earnings. The community is actively debating the company's valuation, its potential as a candidate for the Dow Jones Industrial Average, and speculative catalysts like a possible stock split.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

TLT is facing intense selling pressure as global treasury yields climb to multi-year highs, driven by investor concerns over persistent inflation, rising energy costs, and the implications of U.S. deficit spending. The community is actively debating whether the current breakdown in bond prices represents a structural shift toward a higher-rate environment or a capitulation moment that offers a long-term entry point for yield-focused investors.

Strive, Inc. engages in the provision of an asset management Bitcoin treasury. It is focused on maximizing value for shareholders, accumulating bitcoin and outperforming bitcoin over the long run. The company was founded by Arshia Sarkhani, Jackson Fairbanks, Arman Sarkhani, and Kyle Fairbanks on March 9, 2022 and is headquartered in Dallas, TX.

Strive Inc. - Ordinary Shares - Class A

Strive Inc.

Strive Inc. is currently trending as the community debates its aggressive Bitcoin treasury strategy and recent uptick in holdings, with active discussions focusing on the implications of daily dividends through its SATA preferred stock and potential dilution from share issuance. Supporters highlight the company's debt-free status and Bitcoin accumulation as signs of long-term growth, while skeptics remain critical of the business model and its sensitivity to Bitcoin's price volatility.

SolarEdge Technologies, Inc. engages in the development of energy technology, which provides inverter solutions. The firm operates through the following segments: Solar and All Other. The Solar segment includes the design, development, manufacturing, and sales of an inverter solution designed to maximize power generation. The All Other segment includes the design, development, manufacturing and sales of UPS products, energy storage products, e-Mobility products, and automated machines. Its products and services include photovoltaic inverters, power optimizers, photovoltaic monitoring, software tools, and electric vehicle chargers. The company was founded by Guy Sella, Lior Handelsman, Yoav Galin, Meir Adest, and Amir Fishelov on August 7, 2006 and is headquartered in Herzliya, Israel.

Solaredge Technologies Inc

SolarEdge is seeing heightened market activity as it aggressively pivots toward energy storage solutions for AI data centers, shifting its narrative away from traditional solar and triggering a significant short squeeze. Community sentiment is deeply divided, with momentum traders tracking the stock's sharp repricing and breakout potential while vocal critics remain focused on the company's historical profitability and cash burn concerns.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Dallas, TX.

United States Antimony Corp.

United States Antimony Corp. is seeing heightened market volatility and intense community discussion following a quarterly report that revealed wider-than-expected losses, fueling debate over the company's operational execution and delayed smelter expansion. While retail investors remain sharply divided between those calling for a long-term strategic play due to domestic critical mineral shortages and those frustrated by the stock's recent downward pressure, heavy institutional accumulation is keeping the ticker at the center of active trader scrutiny.

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Solana

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Dogecoin

Cardano

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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

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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<ul class="summary-bullets"><li>The S&amp;P 500 and the Dow Jones eased 1.3% and 1% respectively, while the Nasdaq 100 fell 1.5%.</li><li>The Nasdaq reported its first weekly drop in over six weeks for the week ending May 15.&nbsp;&nbsp;&nbsp;</li><li>U.S. 10-Year Treasury Yields top 4.5% on May 15th, the highest since a year.</li></ul>U.S. stock indices dropped on Friday as surging bond yields and higher-for-longer inflation metrics renewed rate hike fears amid persistently elevated oil prices.The&nbsp;<a href="https://stocktwits.com/symbol/SPX">S&amp;P 500</a>&nbsp; fell 1.2%, the&nbsp;<a href="https://stocktwits.com/symbol/NDX">Nasdaq</a> lost 1.5%, and the&nbsp;<a href="https://stocktwits.com/symbol/DJI">Dow Jones</a> declined 1.1%. The Russell 2000, which tracks stocks with small market capitalizations, fell 2.4%, the index's worst day in 2026.&nbsp;Among ETFs tracking benchmark indexes, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a> fell 1.4%, and&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust&nbsp;</a>(QQQ) ended Friday around 2% lower, while the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) eased 1.2%. While SPY ended the week marginally higher, up 0.2%, QQQ and DIA ended the week down between 0.2% and 0.3%.&nbsp;The VanEck Semiconductor ETF (<a href="https://stocktwits.com/symbol/SMH">SMH</a>) dropped 4%.&nbsp;Meanwhile, retail sentiment on Stocktwits for SPY, QQQ, and DIA was all in the ‘bullish’ territory.<div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col></colgroup><tbody><tr><td>Index</td><td>Move</td><td>Close</td></tr><tr><td>Dow Jones Industrial Average</td><td>-0.1%</td><td>49,526.17&nbsp;</td></tr><tr><td>S&amp;P 500</td><td>-1.24%</td><td>7,408.50&nbsp;</td></tr><tr><td>Nasdaq 100</td><td>-1.54%</td><td>29,125.20&nbsp;</td></tr></tbody></table></figure></div>According to the Survey of Professional Forecasters, a group that is polled each quarter by the Federal Reserve Bank of Philadelphia, projected the U.S. CPI to hit 6% for the first quarter.In the most recent forecast three months ago, the panel projected a consumer price index gain of just 2.7%. However, that was just before the U.S. and Israel launched attacks against Iran.&nbsp;&nbsp;For the full year, the group forecast the CPI rate at 3.5% for the all-items and 2.9% for core, which excludes volatile food and energy prices. That’s up from estimates of 2.6% for both in the prior survey done three months ago.&nbsp;Two inflation reports earlier this week also showed rising price pressures in the retail and wholesale markets, adding to bets that the U.S. Federal Reserve’s regime-change efforts might not be all that easy.&nbsp;US 10-year yields topped 4.5%, and with the Iran conflict showing no signs of ending, investors are beginning to get jittery that the closure of the Strait of Hormuz will further deepen the energy disruptions.&nbsp;&nbsp;Generally, when bond yields spike, investors tend to move away from equities, especially technology shares. A rise in yields raises the cost of borrowing for corporates, diminishing the current value of future earnings in analyst models.&nbsp;“Risk sentiment is being dented by a global rise in bond yields, driven by a combination of inflation concerns, expectations for central-bank hikes, and worries around government debt as countries look to cushion the impact of higher energy prices,” said Angelo Kourkafas, Senior Global Strategist at Edward Jones, in an interview to Bloomberg.&nbsp;<h2 class="st-heading-2">Trending Stocks To Watch&nbsp;</h2>Tesla (<a href="https://stocktwits.com/symbol/TSLA">TSLA</a>): Shares of Tesla slipped 4% on Friday amid a broad selloff in tech stocks, while concerns for the EV giant’s business in China weighed further on the stock.&nbsp;Starbucks (<a href="https://stocktwits.com/symbol/SBUX">SBUX</a>): Starbucks Corp on Friday announced its third round of job cuts, affecting 300 employees in the U.S., as the company continues its strategic turnaround efforts.&nbsp;Poet Technologies (<a href="https://stocktwits.com/symbol/POET">POET</a>): POET Technologies shares declined after the company disclosed plans to raise capital through a securities offering and announced long-time finance chief Thomas Mika’s decision to leave the company later this year.&nbsp;&nbsp;Microsoft (<a href="https://stocktwits.com/symbol/MSFT">MSFT</a>): Billionaire hedge fund manager Bill Ackman on Friday revealed that Pershing Square has acquired a new stake in Microsoft, adding that the firm will disclose the position in a 13F filing.Nvidia (<a href="https://stocktwits.com/symbol/NVDA">NVDA</a>): U.S. President Donald Trump on Friday said that China has not yet approved purchases of Nvidia’s H200 AI chips.&nbsp;Broader Market Trends&nbsp;Crude oil prices jumped on Friday, rising past $105 per barrel after Trump told Fox News that he is losing patience with Iran. Brent crude futures for July gained more than 3% to close at $109.26 a barrel. U.S. West Texas Intermediate futures for June advanced more than 4% to settle at $105.42 per barrel, CNBC reported.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/this-consumer-etf-dropped-13-from-its-january-highs-a-look-at-how-the-dynamics-changed-for-the-industry-since-the-iran-war/cZXmEG3Reka">This Consumer ETF Dropped 13% From Its January Highs -- A Look At How Industry Dynamics Changed Since The Iran War</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Markets Open After Steep Declines Amid Inflation Fears

S&P 500, Dow And Nasdaq Drop As Inflation Angst Spurs Rate Hike Fears — TSLA, SBUX, POET, MSFT, NVDA In Focus

U.S. stock indices dropped on Friday as surging bond yields and higher-for-longer inflation metrics renewed rate hike fears amid persistently elevated oil prices.

Equity

A survey by the Federal Reserve Bank of Philadelphia showed U.S. Consumer price inflation (CPI) is projected to hit 6% for the first quarter.

<ul class="summary-bullets"><li>Slok stated that the Fed is currently operating from a risk-management perspective in monetary policy amid high energy prices driven by the ongoing war with Iran.</li><li>He said that if the Strait of Hormuz remains closed for the next six months, the risk is that inflation will return to a higher trajectory.</li><li>In a note earlier this week, Slok said inflation fueled by higher energy prices, tariffs, and immigration restrictions has remained stickier than the Fed expected, limiting the room for rate cuts.</li></ul>Torsten Slok, chief economist at Apollo Global Management, warned on Friday that inflation has become a “very serious” issue as the war in Iran has sent energy prices soaring.During an interview with CNBC, Slok said the bottom line is that the inflation scenario points to rates not falling as expected.“It’s so serious that Fed funds futures are expecting that the next move from the Fed is now a hike in January next year, which is not at all what the dot-plot has been pointing to, it is not at all what the Fed has been talking about,” he said.Slok’s remarks come as Jerome Powell’s term as Federal Reserve chair ends on Friday, with Kevin Warsh securing Senate confirmation on Thursday to succeed him.<h2 class="st-heading-2">Slok Explains Fed’s Risk Management Approach</h2>Slok stated that the Fed is currently operating from a risk-management perspective in monetary policy amid high energy prices driven by the ongoing war in Iran.“It could be that this goes away quickly, that’s what we all hope. It could also be that this is going to take a lot longer, and if it does take longer, the risk of course is that this might come with a profile where inflation has to be higher for longer and therefore rates have to be higher for longer,” Slok added.He said that if the Strait of Hormuz remains closed for the next six months, the risk is that inflation will return to a higher trajectory.Meanwhile, crude oil prices rose on Friday after President Donald Trump said he is losing patience with Iran. U.S. West Texas Intermediate (WTI) futures expiring in June rose more than 4% to hover around $106 a barrel. Brent crude futures expiring in July were up 4%, at $110 a barrel.The&nbsp;<a href="https://stocktwits.com/symbol/USO">United States Oil Fund ETF</a> (USO) was up about 3% at the time of writing, while the&nbsp;<a href="https://stocktwits.com/symbol/UCO">ProShares Ultra Bloomberg Crude Oil ETF</a> (UCO) rose nearly 4%.<h2 class="st-heading-2">Inflation Stickier Than Fed Expected, Says Slok</h2>In a note earlier this week, Slok said inflation fueled by higher energy prices, tariffs, and immigration restrictions has remained stickier than the Fed expected, limiting the room for rate cuts.He added that the U.S. fiscal trajectory remains structurally bearish for bonds, with the Treasury relying heavily on short-term T-bills to fund record deficits while avoiding upward pressure on long-term yields.According to Slok, any eventual increase in longer-dated debt issuance, especially during a recession-driven deficit surge, could push long-term yields even higher amid uncertain demand for duration.<h2 class="st-heading-2">Annual CPI Highest Since 2023</h2>Data from the Bureau of Labor Statistics (BLS) released&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-consumer-inflation-april-2026-cpi-report/cZXXfE8Rei2">last week</a> showed that on a seasonally adjusted basis, the Consumer Price Index (CPI) rose 0.6% in April after rising 0.9% in March.The increase pushed the annual inflation rate to 3.8% before seasonal adjustments, marking the highest level since May 2023 amid rising energy prices.Higher energy costs were the primary driver of the jump in headline inflation, with the energy index rising 3.8% in April and accounting for more than 40% of the monthly increase in consumer prices.Meanwhile, U.S. equities declined in Friday morning’s trade. At the time of writing, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, fell 1.12%; the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) declined 1.39%; and the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) fell 1.07%. Retail sentiment on Stocktwits regarding the S&amp;P 500 ETF was in the ‘bullish’ territory.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/starbucks-layoff-300-jobs-us-turnaround-400m-restructuring-costs/cZXmblQRejM">Starbucks To Cut 300 US Jobs, Close Regional Offices — Flags $400M In 2026 Restructuring Costs</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

American flag and cash dollar bills - Economics chart (USA, money, economy, inflation, elections, tariffs, government 

Apollo’s Torsten Slok Warns Inflation Has Become A ‘Very Serious’ Problem — Says Markets Now Expect Fed Rate Hikes

Torsten Slok, chief economist at Apollo Global Management, warned on Friday that inflation has become a “very serious” issue as the war in Iran has sent energy prices soaring.

During an interview with CNBC, Slok said the bottom line is that the inflation scenario points to rates not falling as expected.

<ul class="summary-bullets"><li>Ole Hansen says gold needs to hold above $4,500 to avoid renewed focus on the 200-day moving average near $4,340.</li><li>Spot gold traded 2% lower at $4,558.6 an ounce, while spot silver crashed more than 8% to $76.7 an ounce.</li><li>Brent oil futures for July 2026 deliveries jumped 3.3% to $109 per barrel, while the 10-year Treasury yield hovered around 4.57%</li></ul>Peter Schiff called the extended pullback in gold and silver prices “a great buying opportunity” as precious metals came under pressure from a resurgent U.S. dollar, higher bond yields, rising oil prices, and growing expectations of a rate hike driven by inflation.“Today’s selloff in gold, and especially the $6.70 plunge in silver, is a great buying opportunity, as investors who expected bond yields to fall have no idea what higher yields portend for inflation and precious metals,” Schiff <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/PeterSchiff/status/2055282746017141075">said</a> in a post on X.<h2 class="st-heading-2">Gold, Silver See Sharp Slide</h2>Gold prices are on pace for their steepest weekly decline in eight weeks, while silver suffered its sharpest single-day drop in more than two months.Spot gold (XAU/USD) traded 2% lower at $4,558.6 an ounce, while futures expiring in July 2026 slid even further to 2.7% at $4,575 an ounce. It is on track to fall for a fourth straight sessionMeanwhile, spot silver (XAG/USD) was down more than 8% to $76.7 an ounce, while silver futures for July 2026 deliveries also crashed nearly 10% to $77 per ounce.<h2 class="st-heading-2">Hansen: Gold Needs To Hold Above $4,500</h2>Veteran commodities expert and Head of Commodity Strategy at Saxo Bank, Ole Hansen, said gold needs to hold above $4,500 to avoid renewed focus on the 200-day moving average (200-DMA) near $4,340.He also added that silver’s recent surge was largely driven by momentum and technical trading, with capitulation trades emerging below $82.“With no end in sight to the Middle East conflict, some central banks have reportedly been forced to sell gold to defend currencies and help fund surging energy import costs,” he wrote in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Ole_S_Hansen/status/2055233021704352094">post</a> on X.<h2 class="st-heading-2">Metal Stocks Crash</h2>Shares of silver miners <a href="https://stocktwits.com/symbol/PAAS">Pan American Silver Corp. (PAAS)</a> and <a href="https://stocktwits.com/symbol/HL">Hecla Mining (HL)</a> slumped more than 8%, while <a href="https://stocktwits.com/symbol/AG">First Majestic (AG)</a> stock crashed nearly 10%. Meanwhile, shares of gold miners <a href="https://stocktwits.com/symbol/NEM">Newmont Corp. (NEM)</a> and <a href="https://stocktwits.com/symbol/B">Barrick Gold (B)</a> fell around 6% each.Retail sentiment for&nbsp;<a href="https://stocktwits.com/symbol/SLV">iShares Silver Trust</a> (SLV) on Stocktwits remained in the ‘extremely bullish’ zone while sentiment for&nbsp;<a href="https://stocktwits.com/symbol/GLD">SPDR Gold Shares ETF</a> (GLD) turned ‘neutral’ from ‘bearish’ a day earlier.Brent oil futures for July 2026 deliveries jumped 3.3% to $109 per barrel, while the 10-year Treasury yield hovered around 4.57%. West Texas Intermediate (WTI) futures climbed 3.6% to $104.8 a barrel.&nbsp;Meanwhile, U.S. equities fell sharply on Tuesday. At the time of writing, the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) slumped 1.2%, while the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) and the<a href="https://stocktwits.com/symbol/SPY">&nbsp;SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, were down 0.9% each.Read also: <a href="https://stocktwits.com/news-articles/equity/markets/ibrx-stock-falls-founder-patrick-aua-address-anticipation/cZXl6YDRejs">Countdown Begins For IBRX Founder Patrick Soon-Shiong’s Much Anticipated AUA Talk – A Look At What He Intends To Address On Saturday</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Gold bars are displayed in a photo illustration, reflecting recent movements in gold prices driven by inflation concerns and central bank policy outlooks in Brussels, Belgium, on February 1, 2026. (Photo by Jonathan Raa/NurPhoto via Getty Images)

Peter Schiff Calls Metals Slump A ‘Great Buying Opportunity’ – Silver Suffers Steepest Single-Day Drop In Over 2 Months

Precious metals came under strong selling pressure amid a resurgent U.S. dollar, higher bond yields, rising oil prices, and growing expectations of an inflation-driven rate hike.

Pre-Markets Slide as China Summit Ends Sans Major Commitments

The markets had been awaiting confirmation that China intends to purchase more oil from the United States, Alaska in particular.

<ul class="summary-bullets"><li>UNH stock has surged 47% since Feb. 10, becoming the Dow’s top-performing component.</li><li>The rally has outpaced AI winners including Amazon, Nvidia, Caterpillar and Cisco.</li><li>Trump’s latest filings disclosed multiple UNH purchases in the first quarter, including a $100,001-$250,000 trade on Jan.23.&nbsp;</li></ul>Shares of UnitedHealth Group (UNH) have emerged as the biggest driver of the Dow Jones Industrial Average’s return toward 50,000, turning a battered healthcare giant into one of Wall Street’s hottest comeback trades.<a href="https://stocktwits.com/symbol/UNH">UNH stock</a> has surged 47% since Feb.10, making it the best-performing Dow component over the same period and outpacing even AI winners, including Amazon’s 31% gain, Caterpillar’s 22% rise, Nvidia’s 20% jump, and Cisco Systems’ 18% gain.&nbsp;<h2 class="st-heading-2">UNH Eyes Margin Recovery By 2028</h2>UnitedHealth entered the year under pressure after soaring medical costs, Medicare Advantage reimbursement changes, and a collapse in profit guidance rattled investors last year.Now, the healthcare firm says a turnaround is coming earlier than expected. At Bank of America’s Healthcare Conference this week, CFO Wayne DeVeydt said that first-quarter results pointed to “a very strong year” if conditions hold. He said Optum Health, a major drag last year, is now “performing better than expected, sooner than expected.”Optum Health posted $1.3 billion in adjusted operating profit with margins of 5.4%, ahead of analyst expectations. Bank of America Securities (BofA) later raised its price target on UNH shares to $420 from $380, implying a 5% upside from current levels. The bank cited “bullish” discussions at the conference, saying UnitedHealth is increasingly confident it can return most businesses to at least the low end of their target margin ranges by 2028.The company is still working through fallout from Medicare Advantage changes that UnitedHealth previously said could create a $6 billion hit this year. UnitedHealth has responded by renegotiating contracts, trimming its workforce, reworking benefits and divesting clinics. The company said membership losses are now tracking in line with projections and not as severe as worst-case scenarios.<h2 class="st-heading-2">Trump Trades Add Momentum</h2>UnitedHealth’s rally has also picked up a political tailwind. U.S. President Donald Trump’s latest filings showed multiple UNH purchases during the first quarter, including a trade valued between $100,001 and $250,000 on Jan.23.&nbsp;Additional filings showed smaller UNH purchases on Jan.12, Feb.23, March 17 and March 23, along with a separate purchase valued between $50,001 and $100,000 on March 18.<h2 class="st-heading-2">AI Becomes the New Bull Case</h2>DeVeydt said UnitedHealth expects to invest $1.5 billion into AI this year and is already generating at least a two-to-one return on those investments, with payback periods under 12 months. “Our confidence level is growing by the day around the benefits we are seeing,” he said. The company said AI is central to redesigning healthcare administration, automating claims processing and simplifying prior authorization systems.UnitedHealth has already rolled out AI-based tech across clinics, automated coding systems and real-time adjudication tools. The company also said it plans to reduce prior authorization requirements by 30% and process all authorizations in real time by the end of 2027.The AI strategy centers around Optum Health and Optum Insight, which UnitedHealth sees as long-term growth engines capable of driving both margin expansion and new software revenue streams. Optum Rx recently unveiled a “transparent, fee-based” pricing model to move away from traditional rebates.&nbsp;The move also comes as the pharmacy-benefit-manager industry faces mounting regulatory scrutiny over rebates and drug pricing. Meanwhile, the company plans to repurchase at least $2 billion of stock by the end of the second quarter under existing authorization.<h2 class="st-heading-2">How Do Retail Traders Feel About UNH?</h2>On Stocktwits, retail sentiment was ‘bullish’ amid a 52% jump in message volumes over the past month.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/unh_ss_png_9e8d0606ba.webp" alt="unh ss.png" width="974" height="142"><figcaption>UNH sentiment and message volume as of May 15 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/newtwo99/message/653408047">said</a>, “while companies that make AI chips are being rewarded in the market, the companies that actually USE AI chips to make the world a better place should likewise be rewarded!”<stembedurl>https://stocktwits.com/newtwo99/message/653408047</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/tradinwarrior/message/653386268">said</a>, “This was a $600 stock 18 months ago. So $400 is still a dip buy. It's all about paytience.”<stembedurl>https://stocktwits.com/tradinwarrior/message/653386268</stembedurl>UNH stock has risen 33% over the past year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/asts-rklb-stocks-trump-pump-hidden-space-stock-bets/cZXlNJIReSu">ASTS, RKLB Stocks Get The Trump Pump After Hidden Space Stock Bets Emerge&nbsp;</a>

In this photo illustration, a smartphone displays the logo of UnitedHealth Group Incorporated. (Photo illustration by Cheng Xin/Getty Images)

UNH Stock Becomes Dow’s Biggest Driver Back To 50,000 — Will Trump Tailwinds Spark Another Leg Higher?

UnitedHealth’s comeback follows last year’s Medicare Advantage and medical-cost pressures, with CFO Wayne DeVeydt saying Q1 points to “a very strong year.”

<ul class="summary-bullets"><li>Caterpillar and Apple have also contributed significantly to the Dow’s uptick.&nbsp;</li><li>UnitedHealth Group has also aided the Dow’s rally, gaining more than 45% since the index’s February record.</li><li>Aside from these six stocks, other companies in the index have largely declined.</li></ul>The Dow Jones Industrial Average regained its 50,000 level on Thursday for the first time since February, with artificial intelligence-related technology stocks driving the rally. &nbsp;The benchmark index added more than 370 points, closing at 50,063.46.Five AI stocks, namely Cisco Systems, Inc. (CSCO), Nvidia Corp. (NVDA), Amazon.com (AMZN), Caterpillar Inc. (CAT), and Apple Inc. (AAPL) have been the dominant drivers of the 30-stock index since it breached the 50,000 mark for the first time in history on Feb. 6.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260515_093959535_png_ce371178fb.webp" alt="koyfin_20260515_093959535.png" width="1600" height="1000"></figure><h2 class="st-heading-2">AI Boom Drives Dow Higher</h2>Cisco shares have surged nearly 37% since Feb. 6, making it a key driver of the price-weighted index. The company surged more than 13% on Thursday alone, clocking a record high of $119.36 in intraday trading after its <a href="https://stocktwits.com/news-articles/markets/equity/csco-stock-soars-all-time-high-best-single-day-gains-6-years/cZX1UhmReSJ">third-quarter results</a> blew past Wall Street expectations.“Networking is a critical enabler of, and bottleneck to, AI model performance. This leads to high spending on AI network infrastructure that supports growth for Cisco and its peers. We expect this trend to continue powerfully over the next five years,” a recent Morningstar Report said.Meanwhile, Nvidia also notched a <a href="https://stocktwits.com/news-articles/markets/equity/why-did-nvda-poet-mrvl-stocks-hit-52-week-highs-today/cZXliT4ReSV">fresh 52-week high</a> of $236.54 on Thursday on media reports about Washington’s greenlight for the sales of its H200 chips to 10 Chinese firms, including Alibaba, Tencent, and ByteDance. The chipmaker has been in the green for nine weeks since Feb. 6 and has risen almost 25% since the start of the year.Amazon has also had a solid run this year, gaining nearly 18% so far in 2026, and surging more than 27% since Feb. 6. The company has been making moves to bolster its AI offerings since announcing a $200 billion capital expenditure allocation for 2026. Earlier this week, Amazon introduced "Alexa for Shopping," calling it "the world's best, most personalized AI assistant for shopping," in the U.S.Caterpillar and Apple have also contributed significantly to the Dow’s uptick. The Texas-based construction company has experienced significant demand for its power generation products, primarily due to the AI boom. Meanwhile, Apple’s strong quarterly results have reinforced optimism for demand around its AI-focused products.<h2 class="st-heading-2">What About Other Stocks?</h2>Apart from the AI-heavy names mentioned above, healthcare and insurance company UnitedHealth Group Inc. (UNH) has also aided the Dow’s rally, gaining more than 45% since the index’s February record.Earlier this week, BofA analyst Kevin Fischbeck raised the price target on the company to $420 from $380 and kept a ‘Neutral’ rating on the shares, indicating a further upside potential of 5% from its last close, noting that the tone of a discussion with the leadership team at the BofA Healthcare Conference was "bullish."Aside from these six stocks, other companies in the index have largely declined, with Nike Inc. (NKE), International Business Machines Corp. (IBM), and Home Depot, Inc. (HD) clocking the steepest falls.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260515_102055113_png_982126f95e.webp" alt="koyfin_20260515_102055113.png" width="1600" height="1000"></figure>Meanwhile, the <a href="https://stocktwits.com/symbol/dia">SPDR Dow Jones Industrial Average ETF</a> (DIA), which tracks the Dow Jones Industrial Average index, has gained 3.55% so far this year. Retail sentiment around DIA was in the ‘bullish’ territory at the time of writing amid ‘high’ message volumes.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Traders work on the floor of the New York Stock Exchange (NYSE) on May 06, 2026 in New York City after the Dow briefly hit the 50,000 mark, closing up over 600 points. (Photo by Spencer Platt/Getty Images)

CSCO, NVDA, AMZN, CAT, AAPL, UNH: The 6 Stocks Behind Dow's 50,000 Return

Cisco shares have surged nearly 37% since Feb. 6, while Nvidia and Amazon shares have surged more than 27% each since the Dow’s first historic 50,000-level breach. 

<ul class="summary-bullets"><li>The president also said that China had agreed to withhold military equipment from Iran, and wants the Strait of Hormuz open again.&nbsp;</li><li>Dow Jones futures, S&amp;P 500 futures and Nasdaq 100 futures were falling overnight.&nbsp;</li><li>AI stocks, primarily semiconductor companies, led broader market gains at close on Thursday.</li></ul>U.S. stock futures slipped in overnight trading heading into Thursday after a record-breaking rally in equities that pushed the Dow above the 50,000 mark for the first time since early February, fueled by artificial intelligence momentum, even as meetings between U.S. President Donald Trump and China’s Xi Jinping continue in Beijing.However, Dow Jones futures were 0.29% lower, the S&amp;P 500 futures were down 0.33% and Nasdaq 100 futures declined 0.50% as of 10.28 p.m ET. &nbsp;Among ETFs tracking benchmark indexes, the <a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>, <a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a>, and the <a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust (DIA)</a> were all edging lower at the time of writing. Meanwhile, retail sentiment on Stocktwits for all three was in the green at the time of writing.<h2 class="st-heading-2">How Did US Markets Fare?</h2>On Thursday, benchmark indexes <a href="https://stocktwits.com/news-articles/markets/equity/s-and-p500-nasdaq-at-record-highs-dow-regains-50-000-level-aapl-ba-csco-nvda-cbrs-f-in-focus-1/cZXS5VrReS1">closed</a> higher, bolstered by strong corporate earnings and a revival of broader AI optimism. The Dow Jones index closed up 0.75%. Meanwhile, the S&amp;P 500 and Nasdaq Composite notched fresh 52-week highs to close up 0.77% and 0.88%, respectively.<div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col></colgroup><tbody><tr><td>Index</td><td>Move</td><td>Close</td></tr><tr><td>Dow Jones Industrial Average</td><td>0.75%</td><td>50,063.46</td></tr><tr><td>S&amp;P 500</td><td>0.77%</td><td>7,501.24</td></tr><tr><td>Nasdaq Composite</td><td>0.88%</td><td>26,635.22</td></tr></tbody></table></figure></div><h2 class="st-heading-2">US Market Drivers</h2>AI stocks, primarily semiconductor companies, led broader market gains on Thursday. Cisco posted stellar quarterly results, driving up other related stocks. Meanwhile, a strong debut from Nvidia rival Cerebras also propped up markets, even as Nvidia surged to record highs.Meanwhile, Trump’s meeting with Chinese leader Xi Jinping provided key geopolitical updates, with the President telling Fox News in an exclusive interview that China had agreed to buy American oil.“They’ve agreed they want to buy oil from the United States, they’re going to go to Texas, we’re going to start sending Chinese ships to Texas and to Louisiana and to Alaska,” Trump said on Thursday.The president also said that China had agreed to withhold military equipment from Iran, and wants the Strait of Hormuz open again. Trump and Xi are set to meet on Friday to conclude their two-day summit, which included discussions of trade negotiations and the war in Iran.Apart from the summit, markets will be watching out for industrial production and capacity utilization data, which provide updates on domestic manufacturing health, on Friday.<h2 class="st-heading-2">Trending Stocks To Watch</h2>Nvidia Corp. (NVDA): Nvidia’s shares gained in the overnight session heading into Friday after <a href="https://stocktwits.com/news-articles/markets/equity/why-did-nvda-poet-mrvl-stocks-hit-52-week-highs-today/cZXliT4ReSV">hitting record levels</a> at close, following reports that suggested the U.S. had cleared a path for the company to sell its H200 chips to 10 major Chinese firms.Micron Technology Inc. (MU): Micron was declining about 1.5% overnight, garnering attention amid the broader chip rally. The company also received a price target hike from BofA on Friday — the analyst hiked its price target on Micron to $950 from $500 and kept a Buy rating on the shares.Ondas Inc. (ONDS): The unmanned systems and private wireless solutions company garnered retail attention amid its beat-and-raise <a href="https://stocktwits.com/news-articles/markets/equity/onds-stock-soars-after-beat-and-raise-q1-ondas-sees-front-loading-of-expenses-as-necessary-to-support-growth/cZX1rTwRe1H">first-quarter results</a>.Redwire Corp. (RDW): The aerospace and defense technology company attracted attention from investors after its results last week, which revealed a strong backlog. The company is also gaining traction amid the anticipation of SpaceX’s massive IPO.<h2 class="st-heading-2">Broader Market Trends</h2>Oil futures climbed higher in Thursday’s overnight session. Brent crude futures expiring in July were up about 1.25%, trading at around $107.04 a barrel, while WTI crude futures expiring in June were 1.31% higher, at $102.50 a barrel at the time of writing.Meanwhile, treasury yields on the benchmark 10-year were at 4.514%, while gold declined to trade around $4,618.52 an ounce.Asian markets were mixed at midday on Friday, with the KOSPI and Nikkei 225 declining at the time of writing, while the SSE Composite index was gaining. Australian stocks were also falling at the time of writing.For updates and corrections, email newsroom[at]stocktwits[dot]com.

U.S. President Donald Trump greets Chinese President Xi Jinping ahead of a bilateral meeting at Gimhae Air Base on October 30, 2025 in Busan, South Korea. (Photo by Andrew Harnik/Getty Images)

S&P 500, Dow, Nasdaq Futures Slip After Rally As Trump-Xi Talks Take Center Stage: NVDA, MU, ONDS, RDW Stocks In Focus

Trump told Fox News on Thursday, in an exclusive interview, that China had agreed to buy American oil. 

<ul class="summary-bullets"><li>The S&amp;P 500 hit a fresh 52-week high of 7,478, while the Nasdaq Composite rose to 26,550 during the opening session.</li><li>President Trump invited Chinese President Xi to visit the White House in September this year.</li><li>The Chinese President called Trump’s visit historic, adding that “the great rejuvenation of the Chinese nation” and “Make America great again” can happen simultaneously.</li></ul>U.S. equities soared in Thursday’s opening trade after President Donald Trump met his Chinese counterpart, Xi Jinping, during a two-day state visit to China.The Dow Jones Industrial Average (DJIA) jumped more than 300 points, reclaiming 50,000, while the S&amp;P 500 index and the Nasdaq Composite rose to their new 52-week highs during Thursday’s opening trade.The S&amp;P 500 hit a fresh 52-week high of 7,478, while the Nasdaq Composite rose to 26,550 during the opening session.<h2 class="st-heading-2">Trump Invites Xi To White House</h2>President Trump <a href="https://stocktwits.com/news-articles/markets/equity/trump-invites-xi-jinping-white-house-september-24/cZX1nV0Re1W">invited</a> Chinese President Xi to visit the White House in September this year.The Chinese President called Trump’s visit historic, adding that “the great rejuvenation of the Chinese nation” and “Make America great again” can happen simultaneously.President Xi also said the U.S. and China should work together to avoid the “Thucydides Trap,” describing ties between the two nations as the world’s most important bilateral relationship.Xi also cautioned that tensions over Taiwan could push U.S.-China relations into dangerous territory if not managed carefully.<h2 class="st-heading-2">CSCO Soars On Q3 Beat, BA In Focus On Deal Hopes</h2>Shares of Cisco Systems Inc. (CSCO) soared over 14% on Thursday after the company’s third-quarter (Q3) results surpassed Wall Street expectations.Cisco reported earnings per share (EPS) of $1.06 on revenue of $15.8 billion, compared to Wall Street estimates of an EPS of $1.06 on revenue of $15.6 billion, according to Fiscal.ai data.Meanwhile, Boeing Co. (BA) shares were in focus amid hopes of an aircraft deal during President Trump’s China visit.At the time of writing, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, gained 0.34%; the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) rose 0.25%; and the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) rose 0.51%. Retail sentiment on Stocktwits regarding the S&amp;P 500 ETF was in the ‘bullish’ territory.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intuitive-machines-q1-results-revenue-triples-lunr-stock-tumbles/cZX1pooRe1p">LUNR Posts Record Revenue, $1.1B Backlog — So Why Are Investors Disappointed?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The New York Stock Exchange stands on Wall Street in New York City

Dow Reclaims 50,000 As Trump-Xi Meet Lifts Markets — CSCO Soars, Boeing In Focus On China Deal Hopes

U.S. equities soared in Thursday’s opening trade after President Donald Trump met his Chinese counterpart, Xi Jinping, during a two-day state visit to China.

The Dow Jones Industrial Average jumped more than 300 points, reclaiming 50,000, while the S&P 500 index and the Nasdaq Composite rose to their new 52-week highs during Thursday’s opening trade.

<ul class="summary-bullets"><li>Kai Volatility Advisors founder Cem Karsan told Stocktwits in an exclusive interview that the current rally has no historical parallel in the last 100 years.</li><li>This time around, he said investors have been “trained” to buy market dips due to persistent government and policy support.</li><li>Karsan expects stocks to continue climbing through the summer before risks increase later in the year.</li></ul>The S&amp;P 500 and the Nasdaq Composite were on track to extend their record-setting rally in morning trade on&nbsp;Thursday, even after back-to-back inflation reports came in hotter than Wall Street expected.“We have never, ever seen a rally of this speed at this size not coming from a 20% decline or greater,” the founder and CIO of Kai Volatility Advisors, Cem Karsan, told Stocktwits in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=L-jrSw3fWyk">exclusive interview</a>. “We have nine instances in 100 years. This is a one-in-a-hundred-year, first-time-only, data set of one in a century. I haven’t seen this before. It’s a new one. And yet I’m numb to it.”In the previous session, both the S&amp;P 500 and the Nasdaq Composite closed at fresh record highs and also hit new intraday peaks, despite investors facing off against another round of&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/ppi-inflation-triples-btc-wobbles-near-80-k-after-63-million-wipeout/cZXLkx2Re0x">elevated inflation data</a>.The&nbsp;<a href="https://stocktwits.com/symbol/SPY">S&amp;P 500 ETF Trust (SPY)</a> edged 0.33% higher at market open. On Stocktwits, retail sentiment around the fund rose to ‘extremely bullish’ from ‘bullish’ territory over the past day, accompanied by chatter at ‘normal’ levels.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_14_093645_png_0b21a83a47.webp" alt="Screenshot 2026-05-14 093645.png" width="1262" height="140"><figcaption>SPY retail sentiment and message volume on May 14 as of 9:35 a.m. ET | Source: Stocktwits</figcaption></figure>The Nasdaq tracking&nbsp;<a href="https://stocktwits.com/symbol/QQQ/">Invesco QQQ Trust Series 1 (QQQ)</a> moved 0.23% higher, while the&nbsp;<a href="https://stocktwits.com/symbol/DIA/sentiment">SPDR Dow Jones Industrial Average ETF (DIA)</a> rose 0.44%. Both saw retail sentiment in the ‘bullish’ zone alongside ‘high’ levels of chatter.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_14_093634_png_f318f93e38.webp" alt="Screenshot 2026-05-14 093634.png" width="1272" height="140"><figcaption>QQQ retail sentiment and message volume on May 14 as of 9:35 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Why Cem Karsan Says This Rally Is Different</h2>Karsan noted that in all nine previous instances of a comparable rally in the 100-year dataset, the common thread was a prior crisis. Markets had fallen 20%, 25%, 30% or more, while investors were under positioned, scared, and short. He noted that it was usually a government response in the shape of a liquidity injection, rate cuts, or fiscal stimulus to reverse the downtrend.&nbsp;The current rally also had investors under allocated, shorts squeezed but arrived without the prior decline, according to Karsan. The crisis that typically forced that under allocation was replaced by an administration actively creating it.<blockquote>“The one difference is why the data set is a one. It’s the first time in history, in a century of history, that the government has been this activist and interventionist in squeezing the market into that context.”&nbsp;&nbsp;— Cem Karsan, Founder &amp; CIO, Kai Volatility Advisors</blockquote>According to Karsan, the administration’s public messaging and policy approach have reinforced investor confidence that market weakness will repeatedly be met with supportive rhetoric or policy actions.“It’s not you sensing it,” he said in the interview. “You’re being trained. You buy the dip and you better buy the dip or you better not be short, because the admin’s gonna come in.”<h2 class="st-heading-2">The Market’s ‘Buy The Dip’ Reflex Keeps Strengthening</h2>Karsan stated that the scale of the current rally is creating its own liquidity cycle. He said that the entire global equity market is valued at around $300 trillion and estimated that a 20% rally creates $60 trillion in new collateral for corporations, private equity, and leveraged entities to deploy.&nbsp;By comparison, the U.S. government’s pandemic-era fiscal response totaled roughly $6 trillion to $7 trillion. “The incremental amount that moves markets on a daily basis is about $75 billion,” Karsan said. “The whole market is $300 trillion. Pocket change.”Karsan also compared the current environment to the late stages of the dot-com boom. In 1999, S&amp;P 500 earnings growth reached roughly 30%, supported by massive capital spending on internet infrastructure. In the latest quarter of 2026, earnings growth came in near 27%, he said.<h2 class="st-heading-2">How Long Will The Stock Market Rally Last?</h2>Karsan said he still expects markets to push higher through the summer. He pointed to June options-expiration flows, seasonal volatility compression, and continued enthusiasm around America’s 250th anniversary celebrations and the World Cup as factors that could keep risk assets elevated in the near term.“I don’t think it’s a coincidence that they pulled the V-bottom this April,” Karsan said. “The June vol compression kicks in and then everybody leaves for the beach. The whole thing is: juice it for the summer.”Karsan believes the next major signal will come through market leadership rotation. He expects AI and semiconductor stocks, which have dominated the rally, to eventually lose momentum as dealer hedging flows shift. At that point, sectors that have lagged the rally, like energy, commodities, and parts of software, could begin outperforming.“Until it breaks, let the good times roll,” Karsan said. “We are going to squeeze through the summer and then this doesn’t end well eventually.”The S&amp;P has risen 8.23% this year, while the Nasdaq Composite has climbed over 12% and the Dow Jones has lagged with a gain of just 3.30%.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/crypto-market-falls-ahead-of-clarity-act-markup-bitcoin-below-80-k/cZX1p9pRe18">Crypto Market Falls Ahead Of High-Stakes CLARITY Act Markup, Bitcoin Falls Below $80K</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

EXCLUSIVE: Cem Karson Says S&P 500 Record Run Is Unlike Anything Seen In A 100 Years As Market Clocks Another High

The S&P 500 and Nasdaq Composite looked set to build on their record rally Thursday, with market veteran Cem Karsan calling the recent advance a “one-in-a-hundred-year” event during in interview with Stocktwits.

Cem Karson Says S&P 500 Record Run Is Unlike Anything Seen In A Century As Market Clocks Another High

The S&P 500 and Nasdaq Composite looked set to build on their record rally Thursday, with market veteran Cem Karsan calling the recent advance a “one-in-a-hundred-year” event during in interview with Stocktwits.


<ul class="summary-bullets"><li>President Trump waxed eloquent about the strong relationship between the two countries, stating that it grew over the past 250 years due to the talent of the people in the U.S. and China.</li><li>Earlier, President Xi asked if the U.S. and China could work to avoid the “Thucydides Trap”, calling the relationship between the two countries the most important in the world.</li><li>Xi also warned that the U.S.-China relationship could be pushed into a dangerous place if the Taiwan issue was not handled well.</li></ul>President Donald Trump on Thursday invited his Chinese counterpart, Xi Jinping, to visit the White House in September. Trump stated that he had very productive and positive conversations with the Chinese delegation on Thursday.“The relationship between the American and Chinese people goes all the way back to America’s founding. The first American consul to China, Samuel Shaw, arrived on the first American trading ship to reach these shores in 1784. Two and a half centuries later, that first connection has grown into one of the most consequential relationships in world history,” Trump said.<h2 class="st-heading-2">Growing Relationship Reflects Talent Of People, Says Trump</h2>President Trump waxed eloquent about the strong relationship between the two countries, stating that it grew over the past 250 years due to the talent of the people in the U.S. and China.“Chinese workers helped lay the railroad tracks that connected our Atlantic coast to the Pacific. American travelers to China helped spread literacy and modern medicine,” he said.Trump also recalled that former President Theodore Roosevelt helped establish President Xi’s alma mater, Tsinghua University.<h2 class="st-heading-2">Xi Asks If US, China Could Avoid ‘Thucydides Trap’</h2>Earlier, President Xi asked if the U.S. and China could work to avoid the “Thucydides Trap”, calling the relationship between the two countries the most important in the world.Xi also warned that the U.S.-China relationship could be pushed into a dangerous place if the Taiwan issue was not handled well.The Chinese President called Trump’s visit historic, adding that “the great rejuvenation of the Chinese nation” and “Make America great again” can happen simultaneously.U.S. equities gained in Thursday’s pre-market trade. At the time of writing, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, was up 0.29%; the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) rose 0.19%; and the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) gained 0.76%. Retail sentiment on Stocktwits regarding the S&amp;P 500 ETF was in the ‘bullish’ territory.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-jensen-huang-trump-xi-relationship-china-visit-h200-chip-approval/cZX1VweRe1O">Nvidia’s China Bet May Be Warming Again: Jensen Huang Says He Hopes Trump, Xi ‘Build’ Stronger Ties</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

U.S. President Donald Trump greets Chinese President Xi Jinping ahead of a bilateral meeting at Gimhae Air Base on October 30, 2025 in Busan, South Korea

Trump Invites Xi To White House In September, Says US-China Relationship Goes Back To America's Founding

The U.S. President stated that he had very productive and positive conversations with the Chinese delegation on Thursday.

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