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Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels weaker-than-expected fourth-quarter outlook, tied to soft PC demand, memory-cost pressures and supply constraints, drove a sharp selloff despite stronger data-center growth. Traders are split between calling the drop an overreaction and buying the dip, and viewing the guidance as evidence of deeper execution and PC-market problems.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons quarterly results have focused attention on heavy AI infrastructure spending, negative free cash flow and modest earnings and revenue misses, weighing on the shares. Traders are split: some see the spending and cash burn as a risk to returns, while others point to strong AWS growth as evidence the investment is paying off.

Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Iovances updated Lifileucel lung-cancer data sparked a sharp selloff: the overall response rate was broadly unchanged, while a retrospective biomarker-selected subgroup showed a much higher response rate. Traders are split between viewing the subgroup findings and planned prospective study as promising and worrying that immature durability data, regulatory uncertainty, and managements presentation could delay or narrow the path to approval.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddits strong quarterly results were overshadowed by a below-consensus outlook, declining search referrals and weaker U.S. user metrics; plans to require logins for some browsing also raised fears of further traffic losses. Traders largely focused on the sharp selloff, with bears questioning growth and the login strategy while some investors called the reaction excessive and viewed the stock as a buying opportunity.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

A reported massive Binance security breach is driving Bitcoin discussion and selling pressure, with traders concerned about crypto security and broader confidence even as some fear contagion to the market. Others argue the incident concerns an exchange rather than Bitcoins network and view the pullback as a buying opportunity.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

Silvers persistent selloff and breach of a closely watched support area dominate discussion, with many traders frustrated by continued losses despite safe-haven and supply-deficit arguments. Some attribute the pressure to firmer yields and rate concerns or profit-taking, while bullish traders call the decline oversold or manipulated and continue buying physical silver.

BNB is the native utility token of the BNB Chain ecosystem, acting as a multi-chain asset that powers decentralized applications and facilitates value exchange across its network. It serves as the primary asset for paying transaction gas and smart contract deployment fees while providing users with tiered fee discounts on the Binance exchange. The project’s main value proposition lies in its unified multi-chain architecture, which integrates a smart contract platform, a Layer 2 scaling solution, and a decentralized data storage network into a cohesive settlement and data availability layer.  The network operates on a Proof of Staked Authority consensus mechanism, utilizing a group of 21 active validators known as the Cabinet to verify transactions and produce blocks every 3 seconds. Validators are elected daily based on the amount of BNB staked or delegated to them, and the system employs fast finality and slashing penalties to maintain security and integrity. To manage its long-term economy, the project uses a programmatic dual-burn strategy that permanently removes tokens through real-time fee destruction and quarterly buybacks.  Launched in 2017 by the Binance platform, the project initially distributed 50% of its 200 million token supply to the public, while the founding team received 40% and angel investors were allocated 10%. Though it began as a token on the Ethereum network, it eventually migrated to its own autonomous architecture that remains fully compatible with the Ethereum Virtual Machine. Today, the token's utility includes paying for network gas, participating in staking rewards, and enabling decentralized governance through which holders can vote on technical upgrades and economic changes.

Binance

A suspected Binance security breach is driving attention, with traders expressing concern about exchange safety, withdrawal access, and possible spillover across crypto. Some view the incident as a serious security risk, while others speculate the hack reports are exaggerated or being used as market shakeout FUD.

Bitmine Immersion Technologies, Inc. is a technology company focused on acquiring, holding, and actively managing ETH as its primary treasury reserve asset. It prioritizes digital ecosystem services, such as consultancy and advisory works. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

BMNRs Ethereum-treasury strategy and progress toward its ETH accumulation target dominate discussion, alongside volatility in ETH and broader crypto markets. Traders debate whether the treasurys holdings, buybacks, and discount to net asset value support the bull case, while others worry that nearing the accumulation goal removes a buying catalyst and criticize the stocks sharp declines and weak performance relative to ETH.

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

Nvidia is being pulled into a broader tech and semiconductor selloff after Amazon and Intel results sharpened concerns about the returns on heavy AI infrastructure spending. Traders disagree on whether the spending and cloud growth still support chip demand or signal an overheated AI trade; some also point to separate China-related allegations involving Nvidias CEO.

Listed Funds Trust - Roundhill Magnificent Seven ETF

Roundhill Magnificent Seven ETF

MAGS is drawing attention as traders reassess Magnificent Seven stocks amid concerns that heavy AI investment is pressuring cash flow and may take time to pay off, with Alphabets softer Search growth adding to the scrutiny. Views are split between expecting further weakness and seeing the pullback as a rotation or buying opportunity.

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The Best-Performing ETF This Year Has Nothing To Do With AI Or Bitcoin — It's Linked To Crude Tanker Futures And Is Up 2,900% 

Equity

The BWET fund primarily tracks tanker rates on the Middle East Gulf-to-China route through the Strait of Hormuz.

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First Trust Exchange-Traded Fund VI - First Trust Nasdaq Semiconductor ETF

Bearish Sentiment

<ul class="summary-bullets"><li>BWET holds crude-tanker freight futures rather than oil, ships or shipping-company shares.</li><li>Hormuz disruption drove some tanker rates from $75,000-$100,000 per day to nearly $470,000.</li><li>Failed reopening efforts and renewed tanker attacks have kept vessels scarce and freight costs elevated.</li></ul>One of 2026’s biggest investment winners does not own technology stocks, cryptocurrency or even crude oil.&nbsp;However, it does track the cost of getting oil onto a ship and through increasingly dangerous waters.The&nbsp;<a href="https://stocktwits.com/symbol/BWET">Breakwave Tanker Shipping ETF (BWET)</a> has surged 2,928% this year as months of disruption around the Strait of Hormuz sent freight costs soaring, eclipsing even leveraged bets on semiconductor and energy stocks.<h2 class="st-heading-2">BWET Leaves Rival ETFs Behind</h2>BWET’s year-to-date percentage gain is nearly 12 times the 244% advance in the MicroSectors U.S. Big Oil Index 3X ETN (NRGU) and almost 15 times the 199% rise in the Direxion Daily Semiconductor Bull 3X Shares ETF (SOXL).<img src="https://news.stocktwits-cdn.com/bwet_vs_etfs_607a896632.png" alt="bwet vs etfs.png">Other strong energy performers lag far behind. The MicroSectors Oil &amp; Gas Exploration &amp; Production 3X Leveraged ETN (OILU) has gained about 148%, while the Direxion Daily S&amp;P Oil &amp; Gas Exploration &amp; Production Bull 2X Shares ETF (GUSH) has risen 119%.Among semiconductor ETFs, the First Trust Nasdaq Semiconductor ETF (FTXL) has advanced 82% and the iShares Semiconductor ETF (SOXX) about 77%. The S&amp;P 500, tracked by SPY, had gained 12% through Wednesday, while the Nasdaq Composite was up 13%.&nbsp;<img src="https://news.stocktwits-cdn.com/bwet_vs_broader_market_d4fd472e10.png" alt="bwet vs broader market.png">BWET has also dwarfed the wider energy rally. Its 2,928% gain is about 19 times WTI crude’s 151% advance, 25 times the United States Oil Fund (USO) 's 117% return, and 61 times the Energy Select Sector SPDR Fund (XLE) 's 48% gain.&nbsp;<img src="https://news.stocktwits-cdn.com/bwet_vs_energy_80a74d888d.png" alt="bwet vs energy.png"><h2 class="st-heading-2">Inside BWET’s Freight Bet</h2>Launched in May 2023, BWET is a specialized commodity-pool ETF that holds near-dated crude-tanker freight futures rather than oil, shipping stocks, or physical vessels. Its exposure is concentrated in the Baltic Exchange’s TD3C route: very large crude carriers hauling oil from the Middle East Gulf to China. A smaller allocation tracks Suezmax shipments from West Africa to Europe.&nbsp;The Gulf-to-China route passes through Hormuz, making the fund particularly sensitive to the availability of ships willing to cross the strait. Higher freight futures can lift BWET even when oil prices fall. Conversely, an easing of shipping constraints can hurt the fund without requiring a comparable decline in crude.<h2 class="st-heading-2">Shipping Shortage Fuels BWET&nbsp;</h2>The disruption began after the U.S.-Israeli strikes on Iran in February when Tehran effectively closed Hormuz to most commercial traffic. Before the war, about 125 large commercial ships crossed daily. Gulf supertanker hire rates were around $75,000 to $100,000 a day.By late June, tanker rates for voyages through Hormuz had surged to nearly $470,000 a day, while rates outside the strait jumped to $190,500 from $106,500 in just one week. The problem wasn't just demand for oil. Ships were stranded, owners were refusing voyages, and the vessels available to carry remaining cargo commanded exceptional prices.<img src="https://news.stocktwits-cdn.com/bwet_surge_1e621a924a.png" alt="bwet surge.png">Insurance is another hurdle. At the APPEC industry conference on Wednesday, Emirates National Oil Company (ENOC) said transit costs ran from $10 million to $20 million per voyage, and cargo-insurance bills hit nearly $10 million. Additional war-risk coverage for leaving the Gulf, previously negligible, could reach “10 percent of the cargo.”BWET does not track insurance costs directly. However, higher war-risk premiums can discourage ships from entering the Gulf, tighten available capacity and increase the freight rates underlying the fund’s futures.&nbsp;<h2 class="st-heading-2">BWET Swings On Hormuz Hopes&nbsp;</h2>June briefly offered a way out. The U.S. lifted its blockade of Iranian ports on June 18 under an agreement that promised 60 days of toll-free passage and the restoration of commercial traffic within 30 days. Some stranded tankers escaped. But mines, rival transit corridors and renewed attacks kept the route far from normal.Middle East-to-China VLCC rates fell to about $287,000 a day by June 30 from more than $500,000 before the peace announcement. The ceasefire subsequently broke down, and Washington reimposed its blockade in mid-July. BWET had already shown how quickly diplomacy could reverse the trade. The ETF fell about 13% at the open on April 9 after Iran said it would allow safe passage, then rebounded when tanker traffic was halted again.<h2 class="st-heading-2">Hormuz Tanker Attacks Revive Freight Risk&nbsp;</h2>The latest round of violence has further narrowed the pool of willing operators. U.S. forces said they destroyed five Iranian crude tankers on Tuesday following attempted missile attacks on an American warship, after striking three tankers days earlier. Iran’s Revolutionary Guard separately claimed attacks on two U.S. vessels and eight oil tankers.The violence has also threatened shuttle vessels carrying Gulf crude to larger tankers waiting outside Hormuz, which is a workaround to keep risk-averse ships away from the strait. Only six tracked commodity ships crossed the strait on Tuesday, far below the 125 daily transits recorded before the war. The tally excludes vessels operating with tracking systems switched off, but major shipping companies are reluctant to return.&nbsp;Mitsui O.S.K. Lines, Japan’s second-largest shipping company with a fleet of more than 900 vessels, said normal operations were unlikely to resume soon. CEO Jotaro Tamura said it was “difficult to see operations resuming in any form by the end of the year.”<h2 class="st-heading-2">How Do Retail Traders Feel About BWET?</h2>On Stocktwits, retail sentiment for BWET flipped dramatically to ‘extremely bullish’ from ‘extremely bearish’ levels three months ago amid a 900% surge in message volume over the past month. The ticker’s watcher base has also jumped 45% over the past month and 75% in the last quarter, indicating healthy retail interest in the ETF.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/bwet_ss_2deb7868d9.png" alt="bwet ss.png" width="643" height="346"><figcaption>BWET sentiment and message volume as of September 10 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/howardlindzon/message/663937776">said</a>, “$BWET anything can happen from here. $1000 or $100 would not suprise me.”<stembedurl>https://stocktwits.com/howardlindzon/message/663937776</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/Batman9988/message/663854862">said</a>, “BWET has been the best performing non-leveraged ETF this year even beating SanDisk as far as percentage wise. It will dramatically decline in price when the war ends or another fake ceasefire but right now it just keeps climbing.”<stembedurl>https://stocktwits.com/Batman9988/message/663854862</stembedurl>For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:<a href="https://stocktwits.com/news-articles/markets/equity/rklb-asts-spcx-pl-trump-task-force-10000-annual-space-operations-2035/cZt96DQRJCf"> RKLB, ASTS, SPCX, PL In Focus: New Trump Task Force Targets 10,000 Annual Space Operations By 2035&nbsp;</a>

Iran's medium-sized oil tankers continue to wait off the coast of Bandar Abbas at the Strait of Hormuz in Hormozgan Province, Iran on September 09, 2026. (Photo by Fatemeh Bahrami/Anadolu via Getty Images)

The Best-Performing ETF This Year Has Nothing To Do With AI Or Bitcoin — It's Linked To Crude Tanker Futures And Is Up 2,900%

Breakwave Tanker Shipping ETF

First Trust Exchange-Traded Fund III - First Trust Nasdaq Semiconductor ETF

Direxion Shares ETF Trust - Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X ETF

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Direxion Daily Semiconductor Bull 3X Shares

iShares Semiconductor ETF

United States Oil Fund

Energy Select Sector SPDR Fund

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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.

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FTXL First Trust Exchange-Traded Fund III - First Trust Nasdaq Semiconductor ETF

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