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Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group Corp. is seeing intense volatility as investors debate the impact of the ongoing conflict in Iran and subsequent energy market instability on the company's valuation. The community is sharply divided, with supporters defending the administration's strategic maneuvers while a significant portion of the retail base expresses frustration over the stock's downward trend and the broader macroeconomic uncertainty.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomm is facing intense selling pressure following a series of analyst downgrades that highlight long-standing concerns over smartphone demand, memory chip shortages, and the gradual loss of Apple as a modem customer. Despite active community debate over the company's valuation and its aggressive pivot toward AI, robotics, and automotive technology, the stock continues to struggle with downward momentum as investors weigh short-term margin headwinds against its long-term diversification strategy.

Kinder Morgan, Inc. engages in providing pipeline transportation of natural gas services. It operates through the following business segments: Natural Gas Pipelines, Products Pipelines, Terminals, and CO2. The Natural Gas Pipelines segment operates major interstate and intrastate natural gas pipelines and storage systems. The Products Pipelines segment is involved in the operation of refined petroleum products, crude oil, and condensate pipelines. The Terminals segment includes the operation of liquids and bulk terminal facilities that store and handle various commodities. The CO2 segment produces, transports, and markets to oil fields that use CO2 as a flooding medium to increase recovery and production of crude oil from mature oil fields. The company was founded by Richard D. Kinder and William V. Morgan in February 1997 and is headquartered in Houston, TX.

Kinder Morgan Inc - Ordinary Shares - Class P

Kinder Morgan ($KMI) is gaining momentum as investors bet on the companys role in meeting the surging energy demands of AI data centers, while also benefiting from a favorable outlook on U.S. natural gas infrastructure. The community is actively discussing its resilience as a reliable dividend-payer and its potential for long-term growth as pipeline demand continues to rise.

Schwab Strategic Trust - Schwab US Dividend Equity ETF

Schwab US Dividend Equity ETF

Investors are increasingly rotating into this ETF as a defensive hedge amid market volatility, with the community actively debating the long-term benefits of its dividend growth profile compared to pure growth alternatives. Sentiment remains focused on accumulating shares during pullbacks to leverage the fund's historical compounding power and stable yield potential.

Sprott Physical Silver Trust - Units

Sprott Physical Silver Trust ET

PSLV is capturing significant market attention as investors increasingly favor its physical silver backing over paper-based ETFs amid concerns regarding COMEX vault depletions and structural supply shortages. The community is actively debating the impact of geopolitical instability and potential supply squeezes, with many members interpreting recent price volatility as a calculated attempt by financial institutions to shake out retail investors.

BP Plc operates as an integrated oil and gas company providing carbon products and services. It operates through the following segments: Gas and Low Carbon Energy, Oil Production and Operations, and Customers and Products. The Gas and Low Carbon Energy segment includes upstream businesses focused on natural gas production, gas marketing and trading activities, as well as solar, wind, and hydrogen ventures. The Oil Production and Operations segment comprises regions with upstream activities that predominantly produce crude oil. The Customers and Products segment includes customer-focused businesses, including convenience and retail fuels, EV charging, Castrol, aviation, B2B, and midstream, along with refining, oil trading, and bioenergy businesses. The company was founded by William Knox D'Arcy in 1908 and is headquartered in London, the United Kingdom.

BP plc - ADR

BP is trending as the energy sector faces heightened volatility amid intensifying geopolitical tensions in the Middle East, specifically threats to shipping in the Strait of Hormuz. Investors are closely monitoring the impact on global supply chains and crude oil prices, with community discussion heavily centered on the potential for long-term production constraints and the stock's status as a high-dividend income play.

Petróleo Brasileiro SA engages in oil and gas exploration, production, and distribution activities. It operates through the following segments: Exploration and Production; Refining, Transportation, and Marketing; and Gas and Low Carbon Energies. The Exploration and Production segment covers the activities of exploration, development, and production of crude oil, natural gas liquid, and natural gas, for the primary purpose of supplying its domestic refineries. The Refining, Transportation, and Marketing segment refers to refining, logistics, transport, and trading of crude oil and oil products activities as well as exports of ethanol. The Gas and Low Carbon Energies represents the activities of logistic and trading of natural gas and electricity, transportation and trading of liquefied natural gas, generation and electricity by means of thermoelectric power plants, as well as holding interests in transporters and distributors of natural gas. The company was founded on October 3, 1953 and is headquartered in Rio de Janeiro, Brazil.

Petroleo Brasileiro S.A. Petrobras - ADR

Petroleo Brasileiro

Petrobras (PBR) is currently trending due to heightened geopolitical tensions in the Middle East following reports of a conflict escalation involving Iran, which has sparked market speculation about potential supply disruptions in the Strait of Hormuz and a subsequent surge in oil prices. Investors are closely monitoring the stock's role as a major offshore oil producer, balancing these volatile geopolitical catalysts with discussions around the company's valuation, strong dividend yield, and its strategic production milestones in the Buzios field.

Occidental Petroleum Corp. engages in the exploration and production of oil and natural gas. It operates through the following segments: Oil and Gas, Chemical, and Midstream and Marketing. The Oil and Gas segment explores for, develops and produces oil and condensate, natural gas liquids, and natural gas. The Chemical segment manufactures and markets basic chemicals and vinyls. The Midstream and Marketing segment purchases, markets, gathers, processes, transports and stores oil, condensate, natural gas liquids, natural gas, carbon dioxide, and power. The company was founded in 1920 and is headquartered in Houston, TX.

Occidental Petroleum Corp.

Occidental Petroleum (OXY) is trending as investors react to escalating geopolitical tensions in the Middle East and concerns over potential supply disruptions in the Strait of Hormuz. The community is actively debating the stock's role as a hedge against rising crude prices, with many participants analyzing the impact of institutional positioning and sector-wide bullish sentiment on the stock's short-term price action.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is currently under pressure as investors weigh reports of significant delays to its new frontier AI model against the company's aggressive, multi-billion dollar capital expenditure strategy in the infrastructure race. The community remains deeply divided, with some investors viewing the pullbacks as a strategic buying opportunity due to the company's strong cash flow and in-house chip initiatives, while others express growing frustration with perceived AI execution failures and market manipulation.

iShares Ethereum Trust (The) - Undivided Beneficial Interest

iShares Ethereum Trust ETF

The iShares Ethereum Trust ETF (ETHA) is experiencing high volatility as investors actively debate the impact of potential staked Ethereum ETF approvals and broader market liquidity shifts. Community sentiment is deeply divided between long-term accumulators viewing current pullbacks as a buying opportunity and traders expressing frustration over recent price weakness and institutional sell-offs.

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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.

South Korea's $350B U.S. Investment Pledge: ETFs That Could Gain

South Korea's $350B U.S. investment pledge could lift the country's export momentum while boosting key U.S. sectors. Here are some ETFs that may benefit.

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South Korea ETF (EWY) Hits a 52-Week High

iShares MSCI South Korea ETF (EWY) hits a new 52-week high as AI-driven semiconductor demand and strong momentum boost Korea-focused equities.

Should You Bet on South Korea ETFs After the Kospi Rally?

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South Korea ETF (EWY) Hits New 52-Week High

EWY hits a 52-week high, soaring 169% from its low as South Korea's chip-driven rally gains steam. Can this momentum-fueled ETF climb even higher?

<ul class="summary-bullets"><li>Samsung’s HBM4 module is expected to be used in Nvidia’s next-generation Vera Rubin AI accelerators.</li><li>Nvidia reportedly plans to source about 30% of its HBM4 requirements for its upcoming Vera Rubin AI chip from Samsung.</li><li>The AI giant will source the remaining 70% of the HBM4 modules from SK Hynix, with Micron no longer in the picture.</li></ul>Samsung Electronics (SSNLF) shares soared nearly 55% on Thursday after the company announced that it has shipped the world’s first commercial high bandwidth memory module, HBM4.The company announced it has begun mass production of its new HBM4 memory modules, designed for high-performance AI computing.“Instead of taking the conventional path of utilizing existing proven designs, Samsung took the leap and adopted the most advanced nodes like the 1c DRAM and 4nm logic process for HBM4,” said Sang Joon Hwang, Executive Vice President and Head of Memory Development at Samsung Electronics.<h2 class="st-heading-2">First HBM4 Modules Sent To Customers</h2>Samsung said it has sent the first HBM4 memory modules to its customers but did not name them. The company is competing with rivals in this space, such as Micron Technology Inc. (MU) and SK Hynix Inc., which also make high–performance memory chips.Samsung’s HBM4 module is expected to be used in Nvidia’s next-generation Vera Rubin AI accelerators. According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.chosun.com/english/industry-en/2026/02/09/2UOETEQR7JGP7CD43UDKWHCFQU/">report</a> by the Chosun Daily citing semiconductor analysis firm SemiAnalysis, Nvidia plans to source about 30% of its HBM4 requirements for its upcoming Vera Rubin AI chip from Samsung.The AI giant will reportedly source the remaining 70% of the HBM4 modules from SK Hynix, with Micron no longer in the picture.<h2 class="st-heading-2">Samsung’s HBM4 Module Meets Nvidia’s Requirements</h2>According to a TrendForce&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.trendforce.com/presscenter/news/20260108-12869.html">report</a> from last month, Nvidia updated the data transfer speed requirements to 11 Gbps, following a specs revision for the Vera Rubin chip in the third quarter (Q3) of 2025.Samsung’s new HBM4 module meets these requirements, with the company touting up to 11.7 Gbps data transfer speeds. The Korean giant said that this represents a 22% increase over HBM4’s predecessor, HBM3e.“HBM4's performance can be further enhanced up to 13Gbps, as well, effectively mitigating data bottlenecks that intensify as AI models continue to scale up,” it said.<h2 class="st-heading-2">ByteDance Looks At Samsung For Its AI Chips, Says Report</h2>According to a Reuters report, Chinese tech giant ByteDance is&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidias-loss-is-samsungs-gain-bytedance-turns-to-korean-giant-for-in-house-ai-chips/cZb63XKR4qd">looking</a> to Samsung to manufacture an AI chip that it is currently developing.ByteDance expects to receive samples by March and plans to produce 100,000 AI chips this year, with the aim of ramping up to 350,000 chips annually.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/market/equity/bessent-backs-senate-powell-probe-instead-of-doj-senator-tillis-opposition/cZRTKd1R4rd">Bessent Backs Possible Senate Probe Of Powell Instead Of DOJ As Republicans Look To Break Senator Tillis’ Opposition: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Samsung logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Samsung Ships First Commercial HBM4 Memory Module, Nvidia’s Vera Rubin Expected To Use It: SSNLF Stock Soars 55%

The company announced it has begun mass production of its new HBM4 memory modules.

Equity

Tap the Super-Hot Memory Market With These ETFs

Micron stands to benefit as AI demand drives a memory chip crunch through 2027, pushing prices higher and steering investors toward targeted ETFs.

Are South Korean ETFs Under Fire Post Trump's 25% Tariff Threat?

Trump's threat to raise tariffs on South Korean imports to 25% puts exporters and ETFs like EWY at risk, as investors brace for renewed trade tensions.

<ul class="summary-bullets"><li>Trump said the tariffs would be applicable to industries such as autos, lumber, and pharmaceuticals as well as to all other reciprocal tariffs.&nbsp;</li><li>In Oct. 2025, the U.S. and South Korea reached a trade agreement wherein the Asian country committed to a $350 billion investment in the U.S., including $200 billion in phased cash contributions.</li><li>Over the weekend, Trump threatened a 100% tariff on Canadian imports over a trade deal with China.</li></ul>American President Donald Trump said on Monday that U.S. tariffs on South Korea would increase from 15% to 25%, citing the country's failure to live up to its deal with the U.S.Trump said in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/posts/115963633972056786">post</a> on Truth Social that tariffs on South Korean imports would go up from current levels, and would be applicable to industries such as autos, lumber, and pharmaceuticals as well as to all other reciprocal tariffs.“South Korea's Legislature is not living up to its Deal with the United States,” Trump said in the post. “President Lee and I reached a Great Deal for both Countries on July 30, 2025, and we reaffirmed these terms while I was in Korea on October 29, 2025. Why hasn't the Korean Legislature approved it?”The announcement comes as the U.S. Supreme Court is set to issue a decision on the legality of Trump’s tariffs.<h2 class="st-heading-2">Trade Discussions</h2>In Oct. 2025, the U.S. and South Korea reached a trade agreement wherein the Asian country committed to a $350 billion investment in the U.S., including $200 billion in phased cash contributions. Funds were agreed to be deployed by 2029. In exchange, Trump agreed to reduce tariffs on South Korea, matching terms with Japan.However, the deal terms have not yet been finalized from South Korea. “Our Trade Deals are very important to America. In each of these Deals, we have acted swiftly to reduce our TARIFFS in line with the Transaction agreed to. We, of course, expect our Trading Partners to do the same,” Trump said in the post.“Because the Korean Legislature hasn't enacted our Historic Trade Agreement, which is their prerogative, I am hereby increasing South Korean TARIFFS on Autos, Lumber, Pharma, and all other Reciprocal TARIFFS, from 15% to 25%,” the President added.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_27_at_4_39_48_AM_png_0282b9f8d0.webp" alt="Screenshot 2026-01-27 at 4.39.48 AM.png" width="1061" height="1091"></figure>&nbsp;Over the weekend, Trump <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/posts/115950424403894234">threatened</a> to impose a 100% tariff on Canadian imports over a trade deal with China.<h2 class="st-heading-2">Market Reaction</h2>U.S. equities closed in green on Monday. The <a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, closed up 0.51%, the <a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) closed 0.44% higher, while the <a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) ended the day 0.64% higher. The tech-heavy <a href="https://stocktwits.com/symbol/NDX">Nasdaq 100</a> (NDX) ended the day 0.42% up.Retail sentiment around the S&amp;P 500 ETF on Stocktwits was in the ‘extremely bearish’ territory.Meanwhile, the <a href="https://stocktwits.com/symbol/EWY">iShares MSCI South Korea ETF</a> (EWY), which tracks South Korean equities, ended the day 0.55% lower and slipped 1.45% in after-market hours.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Trump To Increase Tariffs On South Korea From 15% To 25%

Trump said in a post on Truth Social that South Korea President Lee Jae Myung and him had reached a deal in July 2025, and reaffirmed the terms in Oct. 2025, but it had not yet been approved. 

EWY
iShares MSCI South Korea ETF

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