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Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracles discounted share offering alongside new bond financing for its AI buildout has triggered heavy selling, with traders focused on dilution, rising borrowing costs, and whether data-center spending will generate cash flow. Some see the completed fundraising plan as removing an overhang and view the selloff as a buying opportunity, while others remain concerned about debt and execution risks.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantirs strong third-quarter results and raised outlook were followed by a sharp selloff, with traders debating whether its high valuation and slower contract-value growth outweigh accelerating commercial AI demand. Some see the drop as a buying opportunity, while others argue the results were not enough to justify the stocks premium.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopifys Q3 results sparked a sharp selloff despite solid headline growth, as traders focused on slightly weaker GMV and gross-profit growth and concerns that the outlook signals moderation. The debate centers on whether the reaction is an overreaction to otherwise strong results or a repricing of Shopifys high valuation amid slowing growth.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

A report that nonprofit Usona had filed an FDA application for psilocybin in major depression fueled concerns that it could reach the market ahead of Compasss COMP360, driving a sharp selloff. Traders debate how credible and consequential the report is, noting that Usonas target is MDD while COMP360 is being developed for treatment-resistant depression, and are watching Compasss expected final NDA submission for clarity.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Luckins latest quarterly results, with stronger profitability and expanding margins despite soft same-store sales, are driving attention; the company also approved a share repurchase program. Bulls welcome the margin improvement and buyback, while skeptics question whether weaker comparable sales and unit economics will limit growth and keep the shares range-bound.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

UPSTs sharp slide to repeated lows is driving debate over its debt and liquidity, rising yields, and the risks of its rate-sensitive lending business. Bears see further downside, while some bulls point to improving operations, a potential bank charter, and heavy short positioning as reasons for a recovery or squeeze.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizers third-quarter results beat expectations and its full-year outlook was raised, with traders highlighting growth in newer non-COVID products as evidence of progress beyond pandemic-era sales. The upbeat reaction is tempered by concerns about COVID-related declines, the looming patent cliff, and whether the guidance increase is already reflected in the share price.

Backblaze, Inc. operates as a cloud provider for businesses and consumers to store, use, and protect their data. The firm provides a foundation for businesses, developers, IT professionals, and individuals to store, backup, and archive data, host content, manage media, and build their applications. It also offers B2 Cloud Storage and Computer Backup services. The company was founded by Timothy Nufire, Gleb Budman, Charles Jones, Kwok Hang Ng, Brian Wilson, Nilay Patel and Damon Uyeda in 2007 and is headquartered in San Francisco, CA.

Backblaze Inc - Ordinary Shares - Class A

Backblazes Q3 results are driving attention, with traders highlighting accelerating B2 cloud-storage growth, stronger-than-expected profitability, and raised revenue guidance; the report has fueled a sharp post-earnings move. Bulls see the results as evidence of AI-related storage demand, while others caution that the rally may fade amid volatile trading and broader market weakness.

Fiserv, Inc. engages in the provision of financial services technology. It operates through the Merchant and Financial segments. The Merchant segment offers commerce-enabling products and services including merchant acquiring and digital commerce and mobile payment services, and security and fraud protection, stored-value, and pay-by-bank solutions to companies of all sizes. The Financial segment provides products and services such as processing of customer loan and deposit accounts, digital payments, and card transactions to financial institutions and corporate and public sector clients. The company was founded by Leslie M. Muma and George D. Dalton on July 31, 1984 and is headquartered in Milwaukee, WI.

Fiserv, Inc.

Fiserv is drawing attention after quarterly results beat estimates and management reaffirmed its full-year outlook, increased its cost-savings target, and cited accelerated share repurchases. Some traders view the update as a potential turnaround sign under the new CEO, while others question whether the modest beat can offset ongoing business concerns and the large impairment charge.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMDs upcoming earnings report and forward guidance dominate the discussion, with the recent semiconductor selloff and Intels weak outlook adding pressure. Traders are divided over whether AI and data-center demand can support a rebound or whether even strong results could be met with selling; guidance is widely seen as the key test.

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Better iShares Emerging Markets ETF: IEMG vs. EEM

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Which International ETF is the Better Buy: VEA or EEM?

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Schwab Emerging Markets ETF vs iShares MSCI Emerging Markets ETF: Which is the Better Buy?

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iShares Inc. - iShares MSCI Emerging Markets ETF

Sam Altman's Brother Calls QQQ A 'Tough Hurdle To Beat' — But AI Is Fueling A New ETF Winner In 2026

Equity

Bearish Sentiment

<ul class="summary-bullets"><li>The AI-driven rally has significantly boosted the iShares MSCI Emerging Markets ETF.&nbsp;</li><li>According to Koyfin data, Taiwan Semiconductor Manufacturing Co., Samsung Electronics, and SK Hynix make up nearly 28% of EEM.&nbsp;</li><li>The Invesco QQQ Trust also has a heavy concentration in AI-linked names, with Nvidia, Apple, Microsoft, Amazon and Micron Technology collectively making up more than 30% of its portfolio.</li></ul>The Invesco QQQ Trust (QQQ), which tracks the tech-heavy Nasdaq-100 index in the U.S., has been one of the market’s defining winners over the past decade, surging more than 616%.“QQQ has been a 6.5x net in the last 10 years… tough hurdle to beat,” Jack Altman, general partner at venture capital firm Benchmark, and brother of OpenAI CEO Sam Altman, said in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/jaltma/status/2059294336559538542">post</a> on X.Yet, emerging markets are stealing the spotlight in 2026. The <a href="https://stocktwits.com/symbol/eem">iShares MSCI Emerging Markets ETF (EEM)</a>, which is largely dominated by Asian emerging markets, has surged 25% so far this year, overtaking the <a href="https://stocktwits.com/symbol/spy">State Street SPDR S&amp;P 500 ETF Trust (SPY)</a>, <a href="https://stocktwits.com/symbol/dia">State Street SPDR Dow Jones Indust Avg ETF Trust (DIA)</a>, and the <a href="https://stocktwits.com/symbol/QQQ">QQQ</a>.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260527_112327125_png_0b18591794.webp" alt="koyfin_20260527_112327125.png" width="1600" height="1000"></figure><h2 class="st-heading-2">AI Boom Drives Asian Markets Higher</h2>Emerging markets, especially in Asia, have delivered strong returns due to the artificial intelligence trade. Markets in South Korea and Taiwan, which have a heavy concentration of tech hardware companies that are critical to the AI investment cycle, have rallied significantly.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://finance.yahoo.com/markets/world-indices/articles/yardeni-sees-global-stocks-outperforming-124515534.html">report</a> from Investing.com, Yardeni Research recently highlighted the strength of the rally in a note, highlighting that equities in South Korea and Taiwan have surged 87.2% and 52.4% year-to-date, respectively, fueled by robust semiconductor earnings and rising AI-related demand.Meanwhile, Taiwan’s stock market has overtaken India’s to become the fifth largest in the world, trailing the U.S., mainland China, Japan, and Hong Kong, as per a Bloomberg <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-05-26/tsmc-s-relentless-rise-powers-taiwan-s-market-value-above-india">report</a>. The boost is mainly due to a sharp rally in <a href="https://stocktwits.com/symbol/tsm">Taiwan Semiconductor Manufacturing Co. (TSM)</a>, the world’s largest chipmaker. U.S.-listed shares of Taiwan Semiconductor Manufacturing have more than doubled in value in the last year as demand for advanced AI chips continues to soar.The AI-driven rally has significantly boosted the iShares MSCI Emerging Markets ETF. According to Koyfin data, TSM alone accounts for 14.28% of the fund’s portfolio. Combined with South Korean chip giants Samsung Electronics and SK Hynix, semiconductor companies now make up nearly 28% of the ETF’s total holdings.SK Hynix surged more than 10% in Seoul trading on Wednesday, pushing the company past the $1 trillion market capitalization milestone. Samsung Electronics also climbed 6.4%.“Markets with limited exposure to tech hardware are increasingly being overshadowed by tech hardware–heavy markets such as Taiwan and Korea,” Yi Ping Liao, a fund manager at Franklin Templeton, reportedly told Bloomberg.<h2 class="st-heading-2">US To Lag Rest Of The World?</h2>The Invesco QQQ Trust also has a heavy concentration in AI-linked names, with Nvidia, Apple, Microsoft, Amazon and <a href="https://stocktwits.com/symbol/mu">Micron Technology</a> collectively making up more than 30% of its portfolio. MU alone accounts for a 3.81% weighting.However, Yardeni Research has highlighted how the All Country World ex-U.S. MSCI has already outperformed the U.S. MSCI over the past year and early this year for the first time since the 2000s.In a note, the firm has reportedly reiterated its "Go Global" investment strategy, noting that "the rest of the world might soon start outperforming the US again on expectations that the end of the war is in sight."The outlook signals a growing investor shift toward global cyclical markets, export-driven economies, and semiconductor-heavy regions as energy costs and inflation pressures continue to ease.<h2 class="st-heading-2">What’s Retail Thinking?</h2>On Stocktwits, retail sentiment around EEM was in the ‘bullish’ territory amid ‘high’ message volumes at the time of writing. For QQQ as well, sentiment was in the ‘bullish’ territory, but message volumes remained ‘low.’One user on the QQQ feed said, “sell off starts with month end rebalancing! Take profit at ATH.”<stembedurl>https://stocktwits.com/Pablotestuse/message/654456331</stembedurl>Another user said that the market “is stuck in drive, only going up, calls all day everyday you can’t lose at this rate.”<stembedurl>https://stocktwits.com/Cloudchowdur/message/654455441</stembedurl>QQQ has rallied 40% in the last one year, while EEM has surged 48% in the same time.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/ai-focused-dram-etf-more-than-doubles-since-april-debut-as-micron-sk-hynix-stocks-cross-1-trillion-together-retail-traders-pile-in/cZgXHn9ReAP">AI-Focused DRAM ETF More Than Doubles Since April Debut As Micron, SK Hynix Stocks Cross $1 Trillion Together: Retail Traders Pile In</a>

South Korea's KOSPI Hits Record High, Surging Over 5% To Surpass 6,900 Mark (Photo by Chris Jung/NurPhoto via Getty Images)

The iShares MSCI Emerging Markets ETF (EEM) has surged 25% so far in 2026, overtaking the State Street SPDR S&P 500 ETF Trust (SPY), State Street SPDR Dow Jones Indust Avg ETF Trust (DIA), and the Invesco QQQ Trust (QQQ).

iShares MSCI Emerging Markets ETF

Micron Technology Inc

Taiwan Semiconductor Manufacturing - ADR

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$EEM long money play. If the dollar gets waxed this will run. Also just breaking out of massive base.

Nathan

Emerging markets ETF $EEM breaking below its recent trading range amidst the Semiconductor $SMH selloff, projecting a move towards $61.  We have been suggesting to our subscribers they sell/short exposure.

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