SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is drawing attention after a cybersecurity-sector rally tied to headlines about AI-discovered vulnerabilities and a critical PHP flaw, which traders say could heighten demand for security products. Some see the move as evidence of strong sector momentum, while others question whether the rally is justified given CRWDs lofty valuation.

Whirlpool Corp. engages in the manufacturing and marketing of home appliances. Its products include home laundry appliances, refrigerators and freezers, cooking appliances, home dishwashers, and room air-conditioning equipment, mixers, and portable household appliances. The firm's brands include Whirlpool, KitchenAid, Maytag, Consul, Brastemp, Amana, Bauknecht, JennAir, and Indesit. It operates through the following geographical segments: Major Domestic Appliances (MDA) North America, Major Domestic Appliances (MDA) Latin America, Small Domestic Appliances (SDA) Global, and Others. The company was founded by Emory Upton, Fred Upton, and Louis C. Upton on November 11, 1911 and is headquartered in Benton Harbor, MI.

Whirlpool Corp.

Whirlpools weak Q1 results, sharply reduced 2026 outlook, and suspended dividend to prioritize debt reduction have driven heavy selling; management attributed the slump to recession-level appliance demand and the Iran war. Traders are debating whether the decline reflects a temporary demand shock or deeper problems with the companys debt, execution, and management, while some see the selloff as a contrarian buying opportunity.

Revolution Medicines, Inc. is a clinical-stage precision oncology company, which engages in developing novel targeted therapies. It engages in the discovery and development of cancer treatment by pioneering novel combination and monotherapy treatment regimens to maximize the depth and durability of clinical benefit and circumvent adaptive resistance mechanisms for patients which are dependent on the RAS and mTOR pathway. The company was founded by Mark A. Goldsmith, Kevan Shokat, Martin D. Burke, David L. Pompliano and Michael Fischbach in October 2014 and is headquartered in Redwood City, CA.

Revolution Medicines Inc

ESMO updates on RASONQUE and RAS-targeted combinations are driving discussion, including reported survival benefits across patient subgroups and promising pancreatic-cancer data from Tangos combination with daraxonrasib. Traders are debating whether delays among rival programs could extend Revolution Medicines lead, while weighing the competitive landscape and how the clinical findings translate into durable benefit.

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 1978 and is headquartered in Fremont, CA.

Seagate Technology Holdings Plc

Toshibas plan to expand hard-drive capacity has raised fears that added competition could weaken Seagates pricing power, prompting sharp swings in STX alongside Western Digital. Traders are divided: some see a lasting threat to the storage-scarcity thesis, while others view the selloff as an overreaction given the long ramp-up and strong AI data-center demand.

ARK ETF Trust - ARK Innovation ETF

ARK Innovation ETF

ARKK is drawing attention for a tentative rebound and attempts to break out of a prolonged, volatile base, with bullish traders pointing to improving momentum and renewed interest in growth stocks. Others remain skeptical, citing the funds past underperformance and Cathie Woods portfolio decisions.

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 drawing attention amid a volatile crypto-market pullback, with traders focused on whether it can hold technical support after selloffs and leveraged-position liquidations. Sentiment is split between calls for further downside and dip buyers anticipating a reversal or short squeeze.

Vanguard Index Funds - Vanguard S&P 500 ETF

Vanguard S&P 500 ETF

VOO is drawing attention amid a broader market pullback, with traders debating whether weakness tied to inflation, elevated yields and geopolitical oil risks could deepen or prove temporary. Bearish crash warnings contrast with dip-buying and long-term investors who view index declines as accumulation opportunities.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics early Phase 1 azer-cel results in progressive MS are drawing attention, with traders highlighting encouraging safety findings and disability scores that were stable or improved in most evaluable patients. Reaction is bullish about the potential to add a pipeline asset beyond BRIUMVI, but some note the small, preliminary study and muted share response, while looking to BRIUMVI sales and upcoming subcutaneous data for further validation.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhoods upcoming Q3 earnings report is the dominant focus, with traders debating whether event-contract revenue can offset weaker crypto activity and slower growth. Optimism about a strong report competes with concern over the sharp selloff, insider-sale speculation, and sensitivity to crypto and broader market weakness.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JDs earnings have sparked debate after shares sold off despite improving profitability and cash flow: bulls view the reaction as excessive and cite the companys cash, buybacks and low valuation, while bears focus on declining revenue and weak Chinese consumer demand. The discussion also reflects persistent caution toward Chinese equities and uncertainty over whether JD can turn better margins into renewed growth.

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ITC Ltd.

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Tom Lee Says AI Selloff Is Nearing Its End, Points To Setup Similar To Cisco's 1997 Rout — Sees Opportunity In NVDA, Software And Beyond

Equity

During an interview with CNBC, Lee argued that several of the pressures weighing on technology stocks are beginning to ease now.

Goldman Sachs Says Refiners See 'High Probability' Of Sharp Oil Supply Drop As Houthi Attacks Escalate — Crude Oil Prices Hit 6-Month High

Goldman Sachs' co-head of Global Commodities Research and head of Oil Research, Daan Struyven, said the recent rise in crude prices reflects growing downside risks to supply.

S&P 500, Dow Drop As Elevated Oil Prices Stoke Inflation Fears Ahead Of Fed Meeting Next Week — AAPL, AXP, CART, UBER In Focus

Brent crude rose 3.1% to end the session at $116.72 a barrel, the highest level since April. 


Nasdaq, Dow, S&P 500 Futures Drop Premarket: NVDA, AMD, META, CRWV, MRNA, WDC, BE In Focus

Stocktwits retail sentiment for SPY and DIA was ‘extremely bearish,’ while it remained ‘bearish’ for QQQ.

'Big Short' Investor Michael Burry Bumps Up Substack Subscription Price, Flags 4 'Busted' Bear-Market Havens

Burry’s Substack annual revenue potential could reach $232.2 million, more than double July’s estimate.

Nasdaq Futures Rise After Chip Selloff While S&P 500, Dow Track Mixed Open: SLV, GLD, SOXL, BE In Focus

Semiconductor stocks were in focus on Thursday as the sector fell sharply after LAM Research CEO Tim Archer cited supply chain concerns.

Nasdaq 100 Clocks Worst Day In Four Months As Investors Grow Weary Of Capex, Elevated Debt — META, SPCX, BE, MRNA In Focus

 Meta’s plan to boost capex reignited investor concerns as more tech firms look to raise debt to fund AI growth. 

Nasdaq Futures Slide Premarket As AI Spending Worries Resurface — Oil Tops $112 On Iran Tensions, Supply Concerns

Lam Research and Tesla led losses as investors reassessed AI spending, while fears of renewed military strikes on Iran pushed crude prices higher.

How Are Dow, S&P 500, Nasdaq Futures Trading After META, TSLA Earnings?

Earnings from Meta Platforms and Tesla were squarely in focus on Wednesday as markets grappled with the reality of the AI trade.

S&P 500, Nasdaq Gain, Powered By Meta, Tesla Stock — SPCX, META, TSLA, SKYD, IBM In Focus

Meta reported earnings that beat expectations, while narrowing its capex plans. 

Spdr Dow Jones Industrial Average ETF Trust - Spdr Dow Jones Industrial Average ETF Trust

Bearish Sentiment

<ul class="summary-bullets"><li>Lee dismissed concerns of a broader decline in tech stocks, saying that he would buy the dip.</li><li>The strategist pointed to a shift in the interest-rate backdrop as one reason for his optimism.</li><li>At the same time, he argued that the weakness in technology stocks does not necessarily signal that the underlying AI investment cycle is breaking down.</li></ul>Fundstrat Managing Partner Tom Lee on Friday said that he sees the recent selloff in AI stocks as an opportunity rather than the start of a deeper unwind.During an interview with CNBC, Lee argued that several of the pressures weighing on technology stocks are beginning to ease now.His comments come amid a sharp selloff in tech stocks, with the Nasdaq Composite falling 2.6% on Thursday, suffering its worst single-day decline since June.The VanEck Semiconductor ETF (SMH) and the Philadelphia Semiconductor Index (SOX) also fell 6% and 7% respectively on Thursday, their biggest single-day declines since June.<h2 class="st-heading-2">Lee Dismisses Concerns, Says Selloff Is Nearing Its End</h2>Lee dismissed concerns of a broader decline in tech stocks, saying that he would buy the dip.“I think we’re near the end stages of the sell off because it’s become a consensus short to be shorting tech,” Lee said.The strategist pointed to a shift in the interest-rate backdrop as one reason for his optimism. Treasury yields have moved back below 5% after investors had worried that rates could climb toward 6%, while Lee said the Federal Reserve could be “flipping potentially dovish.”At the same time, he argued that the weakness in technology stocks does not necessarily signal that the underlying AI investment cycle is breaking down.“We’re continuing to see astounding discoveries made by AI,” Lee said, arguing that concerns surrounding AI are actually helping prevent the market from becoming a speculative bubble. He also pointed to tighter debt markets as a restraint on excessive speculation.“I think it’s actually a very healthy correction that way,” Lee said, arguing that constrained financing is preventing a “runaway speculative boom.”<h2 class="st-heading-2">Lee Sees Cisco-Like Setup, Likes Nvidia And Software</h2>Lee compared the current environment with the late-1990s technology market, specifically pointing to Cisco Systems Inc.'s (CSCO) sharp decline in 1997 before the networking giant resumed its advance.He pointed out that Cisco experienced a major drawdown during this period as investors grappled with concerns over monetary policy and the sustainability of technology valuations. Lee added that a sharp correction did not prevent the broader technology investment cycle from continuing.Lee believes that the current cycle is similar to the one he mentioned above, adding that he sees opportunities in companies addressing AI infrastructure bottlenecks, memory stocks, Nvidia Corp. (NVDA) and the “Magnificent Seven”.“I think the AI and the bottlenecks are the memories and the Nvidia’s and the Mag 7. They’re being sold because it is easy to short them now,” he said.Beyond the major AI hardware names, Lee said he also likes software and cryptocurrency, while adding that there is potential for a broader cyclical move.Lee also argued that the AI infrastructure buildout remains enormous, estimating $30 trillion in spends over the next 25 years. He said the scale could ultimately make AI a more important infrastructure investment than previous major technology buildouts.During the after-hours session on Friday, 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 0.15%; the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) edged up by 0.07%; and the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) rose 0.13%. Retail sentiment on Stocktwits toward the S&amp;P 500 ETF was in the ‘extremely bearish’ territory at the time of writing.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/gene-munster-apple-iphone-duo-2200-add-8-billion-fy-27-revenue/cZUG1LvRBUg">Gene Munster Says Apple’s $2,200 iPhone Duo Could Add $8B To FY27 Revenue, Sees 20M Units In Sales Even As Wall Street Expects Only 12M</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tom Lee, the chairman of BitMine, speaks during the Fan Meetup at World Flagship Space Seoul on September 25, 2025 in Seoul, South Korea. (Photo by Myunggu Han/Getty Images for BitMine)

Global X Funds - Global X Artificial Intelligence & Technology ETF

iShares US Technology ETF

VanEck Semiconductor ETF

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Traders are intensely debating whether the heavy capex and rising litigation against AI giants represent a structural peak or a mere pause.

Crude prices above $110, driven by escalating Iran tensions and potential supply chain threats, are creating massive volatility across all indices.

Investors are actively shifting capital away from tech mega-caps toward defensive staples, industrials, and financials as market breadth diverges.

Heightened midterm volatility is forcing traders to hedge heavily against potential post-vote policy shocks and social instability.

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