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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 sharp selloff after its Q3 report dominates discussion: traders point to softer-than-expected merchandise volume and slower projected gross-profit growth, despite solid profitability and cash generation. Bears say the high valuation left little room for disappointment, while bulls view the reaction as excessive given continued growth.

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

Upstarts Q3 results have traders debating strong revenue growth and a return to profitability against cautious, lower guidance, which many blame for the selloff. Bulls see improving loan volume and margins as evidence the business is gaining traction, while bears focus on interest-rate, credit-risk and funding concerns.

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

Reports that nonprofit Usona may have filed an FDA application for psilocybin in major depressive disorder triggered a sharp selloff and concerns about competition and which company could reach the market first. Traders debate the threat, noting Compass is targeting treatment-resistant depression and has commercial infrastructure, while questioning how confirmed Usonas filing is and watching for Compasss own NDA completion.

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 third-quarter results are drawing attention, with traders welcoming stronger profitability and a new share-repurchase program while debating the revenue shortfall and weak same-store sales. The reaction is split between optimism about margins and expansion and frustration that the stock remains range-bound, with some also noting the lack of relisting guidance.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehrs fiscal Q1 results beat expectations, with record revenue, strong bookings and a higher fiscal-year outlook supporting optimism about AI-chip burn-in testing demand. Traders are cheering the growth but debating the stocks rich valuation and whether the gains can hold amid market weakness and AEHRs volatility.

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 quarterly results and raised full-year outlook are driving attention, with traders focused on accelerating B2 cloud-storage growth and its potential role in AI infrastructure. The reaction is divided: some see strong execution and improving cash generation, while others flag weaker retention, declining legacy backup revenue and the risk of a sell-the-news pullback.

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.

Michael Burrys disclosed Fiserv position is drawing attention, with bullish traders framing the payments company as a contrarian value play and pointing to potential valuation read-through from reported interest in Global Payments. Others remain skeptical, citing Fiservs guidance cuts and unresolved execution concerns.

Madrigal Pharmaceuticals, Inc. engages in the development and commercialization of therapeutics for metabolic dysfunction-associated steatohepatitis. The company was founded by Rebecca A. Taub, Frederick Bernard Craves, and Edward Chiang on March 10, 2000 and is headquartered in West Conshohocken, PA.

Madrigal Pharmaceuticals Inc

Madrigals quarterly results are drawing attention, with traders highlighting strong Rezdiffra growth and profitability. Reactions are mixed: some see the commercial momentum as encouraging, while others are concerned about the lack of guidance and spending, and frustrated that the shares faded after an initial rise.

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 quarterly results and raised outlook were met with a selloff, as traders focused on the stocks rich valuation and slower growth in total contract value as possible signs that expectations are too high. Bulls point to rapid commercial AI adoption and stronger guidance, while others question whether bookings can sustain the growth priced into the shares.

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

AMD is drawing attention ahead of its quarterly report, as traders weigh whether its AI and data-center outlook can counter concerns sparked by Intels weak forecast and the broader semiconductor selloff. Some see the pullback as setting up a rebound on strong guidance, while others fear that even a beat may not prevent more selling amid valuation and sector-wide concerns.

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Better iShares Emerging Markets ETF: IEMG vs. EEM

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Two International ETFs With Contrasting Styles: iShares MSCI World ETF (URTH) and Emerging Markets ETF (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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Current Price	$61.11
Prev Close	$61.04
Open	$62.07
Dividend Yield	N/A
50-Day Moving Average	$65.99
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Avg. Volume	21.61M
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52-Week High	$71.57
52-Week Low	$52.38
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