SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius strong quarterly results are being overshadowed by a softer near-term outlook, delayed capacity ramp, and sharply higher capital spending, which traders fear could pressure funding and lead to dilution. Bulls point to robust AI-cloud demand and customer prepayments, while bears focus on execution and the cost of expansion.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Reports that Nvidias board may remove Jensen Huang amid allegations about his personal relationships and related national-security concerns have driven a leadership-risk debate and selling pressure. Traders are split between fearing Huangs departure and further scrutiny could hurt Nvidia and the wider AI trade, and viewing the controversy as a distraction from intact chip demand and a buying opportunity.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Q3 report is driving attention, with traders highlighting a revenue beat, larger backlog, raised revenue outlook and an earlier profitability target. Bulls are calling for a short squeeze, while skeptics point to ongoing losses, weaker margins, cash burn and dilution concerns amid a muted or falling share price.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines quarterly results beat expectations, with traders highlighting positive free cash flow and a record backlog; the NASA CLPS 2 selection is also part of the bullish backdrop. Bulls see evidence of improving execution, while skeptics point to ongoing losses, dilution and the need to convert backlog into billings.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

The approaching Nov. 22 FDA decision on Capricors deramiocel for preserving upper-limb function in Duchenne muscular dystrophy is driving attention, with managements confidence and a Buy upgrade adding to optimism. Traders are debating the binary outcome: many expect approval and speculate about short covering, while others point to the earlier advisory-panel concerns and warn that rejection remains possible.

Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

Q3 results are driving attention, with traders weighing strong year-over-year growth, a large contracted backlog and project financing against a revenue miss. Reactions are divided between optimism about growth and concern over whether the backlog can convert into recurring revenue and profitability.

ERock, Inc. operates, designs, and installs distributed generation power systems. The firm primarily serves data centers, utilities, commercial and industrial businesses. The company was founded on 2006 and is headquartered in Houston, TX.

ERock Inc. - Ordinary Shares - Class A

ERocks Q3 results are drawing attention, with traders highlighting a return to profitability, strong revenue growth, an expanded backlog, and reaffirmed full-year guidance. Many see the results as validation of its natural-gas microgrid role in powering AI data centers, while others remain wary of volatility, short interest, and execution risks.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

A strong quarterly report, raised outlook and large contracted backlog sparked a sharp rally, but traders focused on the subsequent pullback amid Nvidia CEO rumors and renewed concern about CoreWeaves debt and capital needs. Bulls called the Nvidia headlines temporary and pointed to AI demand, while bears questioned the durability of the backlog and the companys financing model.

Figure Technology Solutions, Inc. is a blockchain-native capital marketplace, which engages in connecting origination, funding, and secondary market activity. It operates through the following segments: FTI, Markets, and Other. The FTI segment offers Figure Connect which generates ecosystem and technology fees, and originates, sells, and securitizes home equity line of credit (HELOC) loans that it services. The Markets segment utilizes blockchain technology to develop an exchange for digital assets and credit, with new product offerings including providing interest-bearing stable coin deposits. The company was founded by Michael Scott Cagney and June Ou in 2018 and is headquartered in Reno, NV.

Figure Technology Solutions Inc. - Ordinary Shares - Class A

Figure Technology Solutions Inc

Figures Q3 earnings beat revenue and EPS expectations, and traders also highlighted an increased share-buyback authorization. The reaction is broadly bullish on the results and operating leverage, though some traders were disappointed by the lack of stronger guidance and remain focused on take-rate concerns and volatile, short-heavy trading.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

DaVitas caution that DefenCath reimbursement could decline through 2027 has weighed on CRMD, while CMSs finalized first-quarter add-on has prompted debate about whether the feared drop is overstated. Traders disagree over the impact on DefenCath adoption and revenue, with some treating DaVitas outlook as preliminary and others questioning managements communication and the reimbursement outlook.

statis crypto Watchlist

Bitcoin

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

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

Japan Inflation Accelerates: ETFs to Watch Amid Rate Uncertainty

Japan's rising inflation has revived BOJ rate-hike bets. Discover how Japanese equity, currency-hedged and yen ETFs could respond to likely policy tightening.

Is WisdomTree Japan Hedged Equity ETF (DXJ) a Strong ETF Right Now?

International Markets Are Pulling Ahead Of US Stocks In 2026: These 4 ETFs Have Left SPY, QQQ, DIA In The Dust

Equity

An artificial intelligence boom, varied macroeconomic policies, and a volatile foreign exchange market have contributed to gains in markets outside the U.S.

Invest Like Buffett: Lessons From the Oracle of Omaha

We discuss Buffett???s investing playbook and highlight ETFs that follow his investment philosophy.

ETFs to Watch as Japan Spends $80B Foreign Reserves to Save the Yen

 Japan's record reserve drain is reshaping the yen outlook, spotlighting four ETFs offering large-cap, hedged and small-cap exposure. 

Fed Stays Put, Hints at Hawkish Path Ahead: ETF Areas Likely to Gain

Fed holds rates steady but turns more hawkish. Here's how AI, Japan, dollar, small-cap and dividend ETFs could benefit from a higher-for-longer rate backdrop.

The Zacks Analyst Blog  EWJ,BBJP and DXJ

Japan ETFs are gaining attention as strong GDP, controlled inflation and a tech rally lift the Nikkei above 62,000.

Time for Japan Equities ETFs?

Japan stocks are surging on AI optimism, easing inflation fears and hopes of a patient BoJ. ETFs like EWJ, BBJP and DXJ may benefit.

WisdomTree Trust - WisdomTree Japan Hedged Equity Fund

Bearish Sentiment

<ul class="summary-bullets"><li>The iShares MSCI South Korea ETF has surged more than 97% year-to-date, while the iShares MSCI Taiwan ETF (EWT) has gained about 83%.&nbsp;</li><li>The WisdomTree Trust - WisdomTree Japan Hedged Equity Fund (DXJ) has gained 27%, and the iShares Core MSCI Emerging Markets ETF (IEMG) has risen 23.5% so far in 2026.</li><li>Meanwhile, SPY, QQQ, and DIA have gained 13.75%, 22.44%, and 7.52%, respectively.&nbsp;</li></ul>U.S. equity markets have had a strong run in 2026 so far, but international markets, including those in Asia and emerging markets, have surged past domestic returns.&nbsp;While the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>, the&nbsp;<a href="https://stocktwits.com/symbol/dia">SPDR Dow Jones Industrial Average ETF Trust (DIA)</a> and the&nbsp;<a href="https://stocktwits.com/symbol/qqq">Invesco QQQ Trust (QQQ)</a> have all posted gains so far this year, exchange-traded funds linked to South Korea, Taiwan, Japan and other emerging markets have surged past U.S. gains.&nbsp;SPY, QQQ, and DIA have posted gains of 13.75%, 22.44%, and 7.52%, respectively.&nbsp;Meanwhile, the&nbsp;<a href="https://stocktwits.com/symbol/EWY">iShares MSCI South Korea ETF (EWY)</a>, which tracks large- and mid-cap equities in South Korea, has surged more than 97% year-to-date. Meanwhile, the&nbsp;<a href="https://stocktwits.com/symbol/EWT">iShares MSCI Taiwan ETF (EWT)</a> has gained about 83%.&nbsp;The&nbsp;<a href="https://stocktwits.com/symbol/DXJ">WisdomTree Trust - WisdomTree Japan Hedged Equity Fund (DXJ)</a>, which invests in dividend-paying Japanese stocks, has gained 27% over the same period, while&nbsp;<a href="https://stocktwits.com/symbol/IEMG">iShares Core MSCI Emerging Markets ETF (IEMG)</a>, which invests in stocks across global emerging economies including Brazil, China, and India, has risen 23.5%.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261004_110254395_903a25f8d6.png" alt="koyfin_20261004_110254395.png" width="2400" height="1500"></figure><h2 class="st-heading-2">What’s Driving Asian And Emerging Equities Higher?</h2>An artificial intelligence boom, varied macroeconomic policies, and a volatile foreign exchange market have contributed to gains in markets outside the U.S.&nbsp;In South Korea, the AI-driven High Bandwidth Memory boom has strengthened shares of Samsung and SK Hynix, while corporate-governance reforms have also contributed to a broader market re-rating and boosted equities.&nbsp;In Taiwan, Taiwan Semiconductor Manufacturing Company (TSMC), the world's leading dedicated semiconductor foundry, has seen record revenues and earnings amid the AI boom, contributing significantly to the market’s strong performance.&nbsp;Meanwhile, Japan’s corporate governance reforms, rising buybacks and dividends, and improving profitability have driven shares higher, even as the DXJ's yen hedge has helped it gain momentum.&nbsp;Emerging Markets have benefited largely from the chip boom in South Korea and Taiwan, while a weaker dollar at the start of the year and political uncertainty in America also gave them an advantage over U.S. equities.&nbsp;In September, the International Monetary Fund (IMF)&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.imf.org/en/publications/fandd/issues/2026/09/the-rewards-of-rebalancing-sony-kapoor?">pointed out</a> that historical tailwinds for U.S. asset returns are fading amid a weakening dollar, a ballooning federal deficit, persistent inflation, and quantitative tightening.&nbsp;“But emerging market and developing economies offer the most opportunity by far,” the IMF said at the time.&nbsp;<h2 class="st-heading-2">Where Is The Dollar Headed?</h2>The U.S. dollar had a weak start to the year, but has recovered in recent months and is up about 4% year-to-date.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/DXY_2026_10_05_09_40_45_513bcb83f2.png" alt="DXY_2026-10-05_09-40-45.png" width="2068" height="814"><figcaption>U.S. Dollar Performance In 2026 | Source: TradingView</figcaption></figure>However, experts forecast the dollar will weaken again in the coming months. The IMF said in its article that evidence points to a turn in the strong-dollar cycle, which has been an important tailwind for U.S. equities over the past decade and a half.“Expectations of further weakening have driven up the demand for, and the price of, hedging dollar exposures, making the tailwind a headwind. A weaker dollar also increases the relative attractiveness of emerging market and developing economies and has been a strong driver of their significant outperformance since early last year,” it said.&nbsp;A&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/us-dollar-strength-fizzle-fx-forecasters-unmoved-by-searing-rally-2026-10-02/">Reuters poll</a> from last week also indicated that the greenback is set to give up most of its recent gains over the coming year, based on FX strategists polled.&nbsp;While a 80% majority reportedly said that the U.S. dollar ‌was likelier to beat their three-month forecasts than fall short, the FX strategists still held on to their bearish view in the latest poll.&nbsp;"The dollar can remain a little bit on the stronger side in the very near term....But beyond that ​in a six-month to one-year horizon, we are still in a bearish-dollar regime," Jayati Bharadwaj, head of FX strategy at TD Securities, reportedly told Reuters.&nbsp;Last week, J.P.Morgan Asset Management said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://am.jpmorgan.com/gb/en/asset-management/adv/insights/portfolio-insights/fixed-income/chart-of-the-month-sept-2026/?utm_source=chatgpt.com">report</a> that it sees potential for a broad-based decline in the U.S. dollar against other G10 currencies.&nbsp;“Increased domestic spending by the public and private sectors, the global AI capex build-out and the lofty valuation of the US dollar all support our fixed income team’s view that the greenback could weaken from here,” it said.&nbsp;However, it added that a further increase in energy prices amid the U.S.-Iran war and the choked Strait of Hormuz could lead to renewed dollar strength.<h2 class="st-heading-2">Should Investors Refrain From Investing In The US?</h2>Experts largely believe international equities offer more diversified returns at present than U.S. equities, given the concentration risk.&nbsp;The IMF pointed out that in the last three years, just seven companies have accounted for 55% of total S&amp;P 500 returns, mostly due to the AI boom, while the top 10 companies presently make up 40% of the index. “This is not broad-based growth, but a narrow and increasingly fragile bet on a single sector in a single economy,” it said.&nbsp;However, it said that this did not automatically require “a sudden rush for the exit” or a “sell America” trade.&nbsp;“The sensible question is not whether investors should own US assets, but how much they should own. When expected returns fall, and risks rise, the logic of reallocation becomes inevitable for institutional investors bound by a fiduciary duty to invest money wisely—aiming for the highest possible return without taking unnecessary risk,” it said.&nbsp;Meanwhile, State Street Investment Management, in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ssga.com/pt/en_gb/institutional/insights/mind-on-the-market-07-september-2026?">report</a> last month, stressed the importance of diversification as correlation between the U.S. and major international markets has been declining.&nbsp;“Macroeconomic drivers such as inflation and monetary policy, as well as local experiences of global phenomena (supply shocks, tech growth) can create dispersed outcomes across countries,” State Street said.&nbsp;“The combination is expanding the opportunity set outside the US. While regional performance is becoming more differentiated, AI remains a shared catalyst across many markets, allowing investors to broaden their geographic exposures without losing access to a defining structural growth trend.”<h2 class="st-heading-2">US Vs International Equities: Retail Stance</h2>On Stocktwits, retail sentiment around SPY was ‘bullish’ at the time of writing, while it was ‘extremely bullish’ for QQQ and DIA.&nbsp;One user&nbsp;<a href="https://stocktwits.com/FullThrottleTrading/message/665732790">said</a>, “$SPY just open the throttle. Markets bullish right up until Midterms.”Meanwhile, retail sentiment for EWT and IEMG was ‘neutral’ at the time of writing, while it was ‘bearish’ for EWY and DXJ.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

The closing figures of South Korea's benchmark KOSPI and KOSDAQ indexes are displayed on an electronic board at the Korea Exchange on June 8, 2026. (Photo by Chris Jung/NurPhoto via Getty Images)

iShares MSCI Taiwan ETF

iShares MSCI South Korea ETF

iShares Core MSCI Emerging Markets ETF

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.

Feed

News

Sentiment

Fundamentals

Info

DXJ WisdomTree Trust - WisdomTree Japan Hedged Equity Fund

Fundamentals

Latest DXJ News