SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is drawing attention after a sharp semiconductor-sector selloff, fueled by supply-chain concerns flagged by LAM Research and broader doubts about AI spending and chip valuations; its 3x leverage magnifies the decline. Traders are split between buying an oversold dip and expecting further losses, with many warning that volatility could remain high.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energys strong Q3 results and raised outlook were overshadowed by a sharp share decline, with traders focused on negative cash flow, heavy investment spending and valuation concerns amid weakness in AI-linked stocks. Bulls called the selloff an overreaction and looked to buy the dip, while bears argued the price had run ahead of fundamentals.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokias Q3 results beat expectations, but shares sold off sharply as traders focused on reduced free-cash-flow conversion guidance, negative cash flow, higher restructuring costs and managements warning of structural supply-cost inflation. Bulls see the drop as an overreaction given strong AI and cloud demand, while bears argue cash generation concerns outweigh the earnings beat.

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 have been overshadowed by a sharp share-price decline, prompting debate over whether investors are pricing in elevated spending, peak-cycle earnings and broader weakness in AI-linked stocks. Bulls point to durable AI-driven storage demand and pricing strength, while bears question how sustainable the cycle is.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following segments: Walmart U.S., Walmart International, and Sam's Club U.S. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club U.S. segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmarts sharp rally is drawing attention after Deutsche Bank upgraded the stock to Buy, citing a more favorable outlook and potential for improving margins; traders are also pointing to defensive-sector flows amid weakness in technology stocks. Bulls are leaning into the momentum and call buying, while bears argue the valuation is stretched and the move could reverse if money rotates back to tech.

The Charles Schwab Corp. is a savings and loan holding company, which engages in the provision of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It operates through the Investor Services and Advisor Services segments. The Investor Services segment includes retail brokerage, investment advisory, and banking and trust services to individual investors, retirement plan and business services, as well as other corporate brokerage services, to businesses and employees. The Advisor Services segment provides custodial, trading, banking and trust, and support services to independent registered investment advisors, independent retirement advisors, and recordkeepers. The company was founded by Charles Robert Schwab in 1986 and is headquartered in Westlake, TX.

Charles Schwab Corp.

Trading-platform outages and Thinkorswim login, order-entry, and pricing problems are driving the discussion, with traders frustrated about being unable to manage positions and some considering moving their accounts to other brokers. Complaints are widespread, though a few users report that access was restored or that their platforms were working.

Forgent Power Solutions, Inc. is a holding company, which engages in the design and manufacture of electrical distribution equipment used in data centers, power grid, and energy-intensive industrial facilities. It also offers powertrain solutions and standard and custom products. The company was founded on July 21, 2025 and is headquartered in Dayton, MN.

Forgent Power Solutions Inc. - Ordinary Shares - Class A

Forgent Power Solutions Inc.

CFO Ryan Fiedlers departure triggered a sharp selloff, with some traders speculating about undisclosed financial problems while others called the reaction excessive. The company said the departure involved no disagreement and indicated first-quarter revenue and adjusted EBITDA would exceed the high end of guidance, prompting debate over whether strong business trends outweigh lingering uncertainty.

ProShares Trust - ProShares UltraPro QQQ 3x Shares

ProShares UltraPro QQQ

A sharp Nasdaq- and technology-led selloff has weighed on TQQQ, with traders pointing to inflation and interest-rate worries alongside concerns about AI spending and chip stocks. The community is split between buying an oversold dip for a relief bounce and warning that bearish momentum could bring further losses, amplified by the funds 3x daily leverage.

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

Modernas Phase 3 melanoma-vaccine results leaked ahead of the ESMO presentation, triggering a sharp selloff despite showing reduced recurrence risk when the vaccine was combined with Keytruda. Traders are divided between calling it a sell-the-news reaction after a steep run-up and arguing that the results fell short of elevated expectations, with uncertainty about commercial prospects and efficacy beyond melanoma.

Deckers Outdoor Corp. engages in the business of designing, marketing, and distributing footwear, apparel, and accessories developed for both everyday casual lifestyle use and high performance activities. It operates through the following segments: UGG Brand, HOKA Brand, Teva Brand, Sanuk Brand, Other Brands, and Direct-to-Consumer. The UGG Brand segment offers a line of premium footwear, apparel, and accessories. The HOKA Brand segment sells footwear and apparel that offers enhanced cushioning and inherent stability with minimal weight, originally designed for ultra-runners. The Teva Brand segment focuses on the sport sandal and modern outdoor lifestyle category, such as sandals, shoes, and boots. The Sanuk Brand segment originated in Southern California surf culture and has emerged into a lifestyle brand with a presence in the relaxed casual shoe and sandal categories. The Other Brands segment includes the Koolaburra by UGG brand. The Direct-to-Consumer segment consists of retail stores and e-commerce websites. The company was founded by Douglas B. Otto in 1973 and is headquartered in Goleta, CA.

Deckers Outdoor Corp.

Deckers quarterly results and reduced sales outlook are driving attention: earnings beat expectations, but revenue missed and management cited price-conscious shoppers, heavier promotions, and slower HOKA and UGG growth. Traders are divided between calling the selloff excessive given strong margins and buybacks and worrying that footwear demand and growth are weakening.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

Samsung Appears to Be a Good Bet Ahead of Q3: ETFs in Focus 

Samsung forecasts a surge in Q3 profits, highlighting the AI-driven memory-chip boom, putting memory, South Korean equity and semiconductor ETFs in focus.

Is This the Right Time to Invest in South Korean ETFs?

South Korea's market selloff has slashed valuations, but upgraded growth forecasts and upcoming catalysts could create an opportunity for ETF investors. 

Dan Ives’ AI Bull Case Extends To South Korea – With A 9,000 KOSPI Target And 2027 Stock Picks

Equity

The analyst also sees the Nasdaq reaching 35,000 by 2029 and names Nvidia, Microsoft, Palantir, Apple, and CrowdStrike among his top tech picks for 2027.

Stocktwits Passport Portfolio: Wall Street Outpaces Asia As AI Trade Wobbles And Bond Yields Climb

The S&P 500 and Dow Jones Industrial Average are headed for marginal gains this week, even as South Korea, Japan, and Taiwan are poised to end lower.

International Markets Are Pulling Ahead Of US Stocks In 2026: These 4 ETFs Have Left SPY, QQQ, DIA In The Dust

An artificial intelligence boom, varied macroeconomic policies, and a volatile foreign exchange market have contributed to gains in markets outside the U.S.

Stocktwits Passport Portfolio: QQQ Holds Up Better Than SPY, DIA And Asian Stocks Amid Bond Market Rout This Week 

The Invesco QQQ Trust, which tracks the Nasdaq, has posted the lowest decline amongst its peers so far this week, bolstered in part by the resilience of major technology stocks and continued strength in the AI sector.

The Zacks Analyst Blog Highlights CHAT, BWET, BNO, AIS, EWY and FTXL

CHAT and other ETFs surged in 2026 as AI demand, geopolitical shocks and energy disruptions drove sharp gains.

Stocktwits Passport Portfolio: QQQ Weekly Rally Leaves SPY, DIA And Asia In The Dust

The tech-heavy Nasdaq index surged past its American and Asian counterparts as AI stayed in focus this week. 

5 ETF Areas That Have Nearly Doubled in First Nine Months of 2026

Geopolitical tensions, oil shocks and the AI boom have fueled huge ETF gains in 2026. Explore five ETF areas up at least 85%. 

US Stock Market This Week: Are SPY, QQQ Beating Asian Equities?

The Nasdaq index in the U.S. is set to post weekly gains, while the Dow and S&P 500, along with Asian markets including China, Japan, Taiwan, and South Korea, are on track to end the week in the red. 

iShares Inc. - iShares MSCI South Korea ETF

Bullish Sentiment

<ul class="summary-bullets"><li>Ives says the KOSPI’s recent selloff has been excessive and expects the index to return to around 9,000 within six to 12 months.</li><li>He expects global memory-chip shortages to persist until early 2029, stating that investors are underestimating the market’s scale.</li><li>Ives says South Korean chipmakers remain at least three years ahead of Chinese rivals such as CXMT, dismissing concerns about China’s technological progress as overblown.</li></ul><p>The South Korean stock market could hit fresh all-time highs over the next six to 12 months as concerns over artificial intelligence (AI) have triggered an excessive selloff, according to analyst Dan Ives. The Yorkville Ives partner and senior managing director sees further upside in Korean semiconductor companies, expects U.S. technology stocks to rise through 2029 and has named five stocks he favors for 2027.</p><h2 class="st-heading-2">KOSPI Selloff Creates Buying Opportunity</h2><p>“South Korea reminds me of Silicon Valley in the mid-1990s,” Ives said during a press conference in Seoul on Wednesday. He added that global AI investment remains in its early stages and that investors are underestimating the role of South Korean companies in the AI ecosystem.</p><p>Ives expects the KOSPI to recover to around 9,000 within the next six to 12 months. “Four years ago, small Wall Street financial firms didn’t even know what the KOSPI was, but now even New York taxi drivers do,” Ives said.</p><p>However, the index turned negative on Wednesday after rising as much as 2.6% earlier in the session. South Korea-focused exchange-traded funds also came under pressure. The&nbsp;<a href="https://stocktwits.com/symbol/KORU">Direxion Daily South Korea Bull 3X Shares</a> (KORU) fell more than 4% in the premarket session, while the&nbsp;<a href="https://stocktwits.com/symbol/EWY">iShares MSCI South Korea ETF</a> (EWY), which tracks large- and mid-cap South Korean equities, declined 1.3%.</p><h2 class="st-heading-2">Samsung, SK Hynix Undervalued</h2><p>Ives believes South Korean semiconductor giants SK Hynix Inc. (SKHY) and Samsung Electronics (SSNLF) are undervalued relative to their fundamentals.</p><p>Ives also pushed back against concerns about capacity expansion and technological advances by Chinese memory-chip makers, including ChangXin Memory Technologies. He said South Korean companies remain at least three years ahead of their Chinese competitors.&nbsp;</p><p>He acknowledged that China could narrow the gap and eventually develop competitive solutions, but said concerns about Chinese competition hurting South Korean memory-chip companies were overblown.</p><h2 class="st-heading-2">Nasdaq Could Reach 35,000 By 2029</h2><p>Ives also predicted that U.S. large-cap tech stocks could see their valuations rise by an average of 30% by 2029 as AI investment expands.</p><p>“The fourth industrial revolution led by AI is only about 15% complete,” he said, adding that the Nasdaq could reach 35,000 by 2029. The tech-heavy index closed at 27,204.38 on Oct. 13, implying a potential gain of about 29.6% over the next three years if it reaches that level.</p><h2 class="st-heading-2">Ives Names Five Tech Stocks For 2027</h2><p>Looking ahead to 2027, Ives identified Nvidia (NVDA), Microsoft (MSFT), Palantir (PLTR), Apple (AAPL) and CrowdStrike (CRWD) as his top five technology stock picks. He also expressed optimism about Tesla (TSLA) and SpaceX (SPCX), predicting an 80% probability that the two companies will merge within the next 12 months.</p><p>“Musk’s plan is to bring all AI companies under one roof, and this entity will become the world’s largest hyperscaler,” Ives said.</p><h2 class="st-heading-2">How Korean Markets Have Fared In 2026</h2><p>South Korean stocks have rallied sharply this year, with the KOSPI up more than 42% year-to-date. Similarly, EWY has climbed around 70%, while KORU has gained over 59%.</p><p>Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-skyd-stock-plunging-premarket-today/cZxf1CHRBpZ">Why Is SKYD Stock Plunging Nearly 20% Premarket Today?</a>&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Dan Ives speaks at BTC, ETH and WLD are Friends on September 16, 2025 in Washington, DC.

The South Korean stock market could hit fresh all-time highs over the next six to 12 months as concerns over artificial intelligence (AI) have triggered an excessive selloff, according to analyst Dan Ives. 

Apple Inc

Crowdstrike Holdings Inc

iShares MSCI South Korea ETF

Direxion Daily South Korea Bull 3X Shares

Microsoft Corp

Palantir Technologies Inc

SK Hynix Inc - ADR

SpaceX

Very bullish

Cautiously bullish

Cautiously bearish

Very bearish

Stocktwits sentiment on $SPY just hit its lowest level of the year. How are you feeling about the market right now?

Stocktwits

 just hit its lowest level of the year. How are you feeling about the market right now?

Feed

News

Sentiment

Fundamentals

Info

EWY News