SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna shares plunged after leaked Phase 3 melanoma-vaccine results showed a benefit when combined with Keytruda, but fell short of the markets elevated expectations after a sharp run-up. Traders are split between viewing the move as a sell-the-news reaction to positive data and seeing the results as a disappointment, fueling debate over the vaccines commercial potential and further volatility.

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. 

Nebiuss new Citi financing facility is prompting debate amid a sharp selloff in AI infrastructure and neocloud stocks: bulls view access to bank funding as evidence the company can finance its expansion and is better positioned than some peers, while bears see added debt and refinancing risk. The shares are also being swept up in broader concerns about the sectors capital-intensive buildout, with traders divided between buying the pullback and expecting further declines.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabets steep pullback and weakness versus other megacap tech stocks are driving discussion ahead of earnings, with traders citing concern that heavy AI infrastructure spending may pressure returns and cash flow, alongside broader tech selling. Bulls see a buying opportunity and expect earnings to clarify the outlook, while bears point to broken technical support and further downside risk.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under pressure as investors question whether heavy AI and data-center spending will deliver adequate returns, with weakness in megacap tech and semiconductor stocks amplifying the selloff; elevated oil prices and Iran-related tensions add to market concerns. Traders are split between expecting an oversold bounce and seeing the decline as the start of a deeper correction.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Reportedly strong demand and limited availability for Apples foldable iPhone Duo, alongside the stocks resilience as other technology shares fell, are drawing attention. Traders are divided between seeing Apple as a defensive haven and questioning whether the phones demand and the companys growth prospects justify its valuation.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as crude prices climb amid fears that escalating Iran tensions, Strait of Hormuz shipping risks and Houthi threats could disrupt Gulf oil supplies. Traders are divided between expecting further gains on supply concerns and anticipating a reversal if diplomacy advances or oil flows normalize.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. It operates through the Hard Disk Drives (HDD) segment. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digitals strong quarterly results and upbeat outlook for storage demand failed to prevent a sharp share-price decline, prompting widespread confusion and frustration. Traders debate whether the selloff reflects broader risk-off pressure in AI and storage stocks and fears that current earnings are cyclical peaks, or an overreaction to otherwise solid fundamentals.

Alphabet Inc - Ordinary Shares - Class C

GOOG is under pressure ahead of earnings, with traders debating whether heavy AI spending and competition for Search revenue will outweigh Cloud and Gemini growth. Bearish calls for further downside contrast with dip-buyers who expect strong results and see the selloff as an opportunity.

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

A sharp selloff in technology and semiconductor shares, amid concerns about AI spending and chip supply constraints, has focused attention on the Dows relative resilience. Traders are debating whether its steadier performance reflects rotation into blue chips and value stocks or simply a pause in a broader market decline.

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

NVIDIA has sold off alongside semiconductor stocks as investors question whether AI infrastructure spending can be financed and deliver returns, with traders also reacting to CEO Jensen Huangs comments about scarce capital and Metas heavy AI spending. The community is split between viewing the drop as an overreaction and buying opportunity given sustained chip demand, and warning that AI capex, debt and uncertain returns could pressure the sector further.

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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.

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

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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.

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"Sell in May" may no longer work. Strong earnings, AI optimism and easing Iran fears could keep markets rising in May 2026.

WisdomTree Trust - WisdomTree Japan Hedged Equity Fund

Neutral 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)

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