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The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desks quarterly results beat expectations and its next-quarter outlook was stronger than forecast, but shares gave back much of their post-report surge as traders questioned the quality and durability of growth amid flat revenue, weaker margins, and managements cautious tone. The community is split between bulls citing the beat and expanded buyback authorization and bears focused on underlying business weakness and the sharp earnings-call reversal.

Bitcoin (BTC) is a cryptocurrency launched in 2010. Users are able to generate BTC through the process of mining. Bitcoin has a current supply of 20,110,071. The last known price of Bitcoin is 74,895.40905656 USD and is down -0.28 over the last 24 hours. It is currently trading on 12776 active market(s) with $26,892,693,016.04 traded over the last 24 hours. More information can be found at https://bitcoin.org/.

Bitcoin

Hot U.S. inflation data and renewed bets on Fed rate hikes are weighing on Bitcoin alongside broader risk assets, with traders also citing leveraged long liquidations. The community is split between viewing the pullback as a buying opportunity and expecting further downside, while debating Bitcoins failure to act as an inflation hedge.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers shares are under pressure after its Q3 report showed a surprise loss, shrinking margins, a sequential subscriber decline and a lower profit outlook, despite strong revenue growth. Bears question profitability and execution, while bulls point to international expansion and the upcoming Peptides+ launch as potential growth drivers.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. The firm offers annealing and gate-model quantum computing technologies. It provides professional services that assist customers in identifying and implementing quantum computing applications and selling quantum computer systems to customers. The company was founded by Eric Ladizinsky in 1999 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Waves Q3 resultsrevenue growth but softer bookings and ongoing losseshave divided traders, with the reports market reaction feeding concerns about valuation and profitability. Bulls point to bookings growth over the year and commercial deployments, while skeptics see the selloff as evidence that quantum-sector hype has outrun near-term business results.

Digital Turbine, Inc. engages in mobile growth platform solutions for advertisers, publishers, carriers, and device original equipment manufacturers. It operates through the following segments: On Device Solutions and App Growth Platform. The On Device Solutions segment consists of products and services that simplify the discovery and delivery of mobile apps and content media for device end users. The App Growth Platform segment provides Advertising Solutions and Ad Monetization Solutions. The company was founded on November 6, 1998 and is headquartered in Austin, TX.

Digital Turbine Inc

Digital Turbines earnings-driven selloff is dominating discussion: revenue beat expectations and the sales outlook rose, but margin compression and unchanged profit guidance fueled concern about whether growth will translate into stronger earnings. Traders are divided between calling the drop an overreaction and warning that pressured margins and debt remain risks.

Ethereum (ETH) is a cryptocurrency . Ethereum has a current supply of 122,203,846.69715353. The last known price of Ethereum is 2,121.02700944 USD and is down -0.91 over the last 24 hours. It is currently trading on 14303 active market(s) with $13,174,532,202.61 traded over the last 24 hours. More information can be found at https://www.ethereum.org/.

Ethereum

Ethereum is drawing attention amid a sharp crypto-wide selloff and waves of leveraged-long liquidations, with traders pointing to broader risk-off pressure and Bitcoin weakness. Sentiment is largely bearish, focused on further downside, though some holders see the pullback as an accumulation opportunity.

Securitize Corp. is a financial technology company, which engages in the provision of regulated infrastructure for the issuance, management, trading, and administration of tokenized real-world assets (RWAs). The company was founded on October 17, 2025 and is headquartered in Miami, FL.

Securitize Corp.

Securitize is drawing attention after agreeing to acquire River One to add asset-backed lending capabilities and announcing a share repurchase program, alongside a quarterly update highlighting growth in tokenized assets. Traders are mostly upbeat about the expansion, though some question the undisclosed acquisition terms and execution.

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 of an Nvidia board investigation involving CEO Jensen Huang and a woman suspected of being a Chinese spy have fueled concerns about national-security exposure and possible CEO succession risk, though claims of compromised secrets or chip diversion remain unproven. Traders are split between selling amid uncertainty and viewing the controversy as a distraction from Nvidias business fundamentals.

Senseonics Holdings, Inc. is a medical technology company, which engages in the development and manufacture of glucose monitoring products. Its primary product is the brand Eversense CGM (continuous glucose monitoring) including sensors, smart transmitters, and mobile applications. The company was founded on June 26, 2014 and is headquartered in Germantown, MD.

Senseonics Holdings Inc

Senseonics Q3 results and raised full-year revenue guidance are driving attention, with traders citing accelerating Eversense sales and commercial traction. Long-term bulls welcome the progress, while skeptics remain concerned about continuing losses, cash needs and management execution.

Sea Ltd. is an internet and mobile platform company, which engages in the provision of online gaming services. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. The Digital Entertainment segment offers and develops mobile and PC online games. The E-Commerce segment manages a third-party marketplace through the Shopee mobile app and websites that connect buyers and sellers. The Digital Financial Services segment includes a variety of payment services and loans to individuals and businesses through SeaMoney. Sea was founded by Xiao Dong Li, Gang Ye, and Jing Ye Chen on May 8, 2009 and is headquartered in Singapore.

Sea Ltd - ADR

Seas latest earnings are driving the discussion: strong revenue growth was offset by an EBITDA and EPS miss, prompting debate over whether growth and Shopee/Monee momentum outweigh margin pressure, credit losses, and spending concerns. Optimistic traders see the pullback as a value opportunity, while skeptics remain wary of Sea Cloud plans and a possible Monee listing.

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Emerging Markets ETFs Soar in May: Here's Why 

Emerging markets ETFs surged in May on AI-driven semiconductor gains, easing Middle East tensions and attractive valuations.

Are Asian ETFs in Jeopardy Amid the War & Tariff Double Whammy?

Asian ETFs are under pressure as surging oil prices and new U.S. tariffs trigger market turmoil and sharp fund outflows across the region.

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The Likely Winners of a U.S.-China Trade Thaw: Asia Pacific Emerging ETFs

As Trump and Xi are expected to meet at the APEC Summit, optimism grows for Asia-Pacific Emerging ETFs poised to gain from a U.S.-China trade thaw.   


With Trump Tariffs Kicking In, Southeast Asia’s Factory Mood Slips To Pandemic-Era Lows

Equity

According to the S&P Global ASEAN Manufacturing Purchasing Manager’s Index report, confidence for the year-ahead output slumped to the lowest level in five years.

Lutnick Says US Struck Trade Deals With Thailand, Cambodia Following Ceasefire — But Details Unclear

Both Southeast Asian countries were slated to face a tariff rate of 36% from Friday.

iShares Inc. - iShares MSCI Emerging Markets Asia ETF

Neutral Sentiment

Southeast Asian manufacturers' optimism about future growth has slumped to their lowest levels since the COVID-19 pandemic despite a rebound in activity amid the onset of U.S. President Donald Trump’s tariffs.According to the S&amp;P Global ASEAN Manufacturing Purchasing Manager’s Index report, confidence for the year-ahead output slumped to the lowest level in five years, with producers expecting relatively tepid growth over the next 12 months compared to the historical average.The weak sentiment stood in sharp contrast to the July manufacturing activity in the region, which rose to 50.1 from 48.6 in June. A figure higher than 50 implies an expansion of activities. The report added that new orders declined only marginally, marking the softest decrease in the current four-month sequence of contraction, which hints at a possible rebound in demand.Retail sentiment on Stocktwits about the <a href="https://stocktwits.com/symbol/EEMA">iShares MSCI Emerging Markets</a> Asia ETF (EEMA) was in the ‘neutral’ territory at the time of writing.Factories in the heavily trade-reliant economies of Southeast Asia have been upended by uncertainty around Trump’s tariffs. However, in July, most countries in the region were able to strike trade deals with the U.S., with varying rates of tariffs ranging from 10% to 40%.The survey also found that buying activity remained stable in July compared to the previous month, while staffing reductions were implemented at a slower pace. However, despite the positives, manufacturers were not very bullish about the future.“Optimism reached its lowest point in five years, well below the long-run average. While an increase in output is anticipated, the growth rate is expected to remain subdued,” said S&amp;P Global economist Maryam Baluch.On Thursday, official data showed that China’s factory activity in July slumped to its lowest level since April, despite the easing of U.S. tariffs, amid signs of weakness in exports and tepid domestic consumption.The iShares MSCI Emerging Markets Asia ETF has risen 16.7% this year, while the SPDR S&amp;P 500 ETF Trust (SPY), which tracks the S&amp;P 500 index, has gained 7.2%.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/trump-reportedly-taps-wall-street-banks-to-explore-fannie-freddie-public-offering-strategy/chr3jywRdGL">Trump Reportedly Taps Wall Street Banks To Explore Fannie, Freddie Public Offering Strategy — Retail Eyes Fresh Highs</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Female workers at a Thai Son S.P. Co. garment factory endeavor to produce products for global clients, in Thu Duc, Ho Chi Minh, Vietnam, on June 21, 2025.

iShares MSCI Emerging Markets Asia 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.

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