SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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

A leak of Phase 3 melanoma-vaccine results triggered a sharp selloff, despite data showing the ModernaMerck combination reduced recurrence or death risk versus Keytruda alone. Traders are split: bulls view the results as meaningful, while bears argue the benefit fell short of expectations built into the stocks steep run-up and question its valuation.

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 Q3 earnings beat and raised full-year outlook have coincided with a sharp selloff, prompting debate over negative cash flow and heavy capacity spending amid high expectations. Bulls view the drop as an overreaction and cite data-center power demand, while others point to valuation concerns and broader pressure on AI-linked stocks.

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 forward guidance are being overshadowed by a sharp selloff in the shares. Traders are debating whether higher capital spending and input costs, peak-cycle concerns, and broader weakness in AI and storage stocks explain the reaction, while bullish holders argue demand and fundamentals remain strong.

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

Direxion Daily Semiconductor Bull 3X Shares

A broad Nasdaq and semiconductor selloff has hammered SOXL, with its 3x leverage magnifying the decline; traders point to war-related market anxiety and concerns about AI infrastructure financing. The community is split between calling the drop an oversold buying opportunity and warning that semiconductor weakness and doubts about the AI trade could drive further losses.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples resilience near record highs despite broad tech-market weakness is driving attention, with traders describing it as a defensive haven or rotation destination while others suspect the move is fragile and point to its rich valuation. Chatter about iPhone Duo demand and upcoming earnings adds to the debate, with skepticism over whether limited launch supply signals lasting demand.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under pressure amid a sharp technology selloff, as traders point to renewed doubts about AI spending returns and financing alongside rising oil prices and Iran-related geopolitical risk. The conversation is largely bearish after the decline, though some see an oversold dip and are watching support for signs of a rebound.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is under pressure amid a sharp selloff across AI data-center and neocloud stocks, as traders debate debt-funded expansion, financing and execution risks alongside broader market weakness. Bulls argue the decline is excessive given IRENs AI infrastructure business and contracts, while bears question the sectors valuations and expect further downside.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

CorMedixs REZZAYO prophylaxis application receiving FDA Priority Review, supported by positive Phase III ReSPECT results, is a key catalyst drawing attention; traders see potential for a broader growth opportunity but are debating the long wait to a decision and the stocks muted reaction. Discussion also reflects uncertainty over DefenCaths reimbursement and competitive outlook.

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 are driving attention: earnings topped expectations, but a revenue miss and reduced full-year sales outlook, alongside slower HOKA and UGG growth, weighed on the shares. Traders are split between calling the selloff excessive given strong margins and buybacks and worrying that softer growth signals weaker demand.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

A sharp semiconductor selloff has put SMH under pressure, with traders debating whether concerns about AI-infrastructure financing and returns, alongside inflation and rate risks, signal a deeper unwind or a temporary pullback. Some see an oversold buying opportunity, while others expect more downside; market commentary also linked the rout to concerns about funding for AI cloud providers.

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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.

Can Brent Crude Rally to $120? Energy ETFs Likely to Win

Shipping disruptions and supply risks could keep oil prices elevated, with Goldman seeing a path to $120 Brent. Here are some energy ETFs worth watching.

Leveraged Oil ETFs Likely to Surge as Hormuz Tensions Deepen

Oil prices spiked after the U.S. announced a Hormuz blockade. Leveraged oil ETFs like ERX, GUSH, DIG and OILU could benefit.

Energy ETFs Could Be Positioned for More Gains: Here's Why

Elusive Iran peace talks and persistent supply risks are strengthening the case for higher-for-longer oil prices. Here are some energy ETFs investors may want to watch.

The Zacks Analyst Blog Highlights GUSH, ERX, DRIP, DIG and OILU

GUSH and other leveraged energy ETFs gain focus as oil surges on Iran blockade fears and stalled talks, raising short-term trading opportunities.

Bet on Leveraged Energy ETFs on Extended Iran Blockade Worries

Oil surges over 5% on extended Iran blockade fears. Leveraged energy ETFs like GUSH, ERX and OILU come into focus for short-term traders.

Oil to Stay Elevated Above Pre-Conflict Levels: Energy ETFs to Benefit

Energy ETFs gain appeal as oil prices are expected stay above pre-conflict levels, with supply shocks, stalled Iran talks & tight markets indicating sustained price strength.

Trump Clears Path For Sable To Restart California Operations Amid Ongoing Iran War

 Energy Secretary Chris Wright directed Sable Offshore Corp. to begin restoring operations for the Santa Ynez Unit and Santa Ynez Pipeline System in California, Bloomberg News report said.


Time to Buy Leveraged Oil & Energy ETFs? 

Rising U.S.-Iran tensions and limited OPEC+ supply hikes may lift oil prices, putting leveraged energy ETFs like ERX, GUSH, DIG and OILU in focus.

Leveraged Oil & Energy ETFs Soar on Rising U.S.-Iran Tensions

Leveraged oil and energy ETFs surged as crude prices jumped on rising U.S.-Iran tensions. Supply risks boosted bullish bets across leveraged energy funds.

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

Neutral 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

Bank of Montreal - MicroSectors U.S. Big Oil Index 3X Leveraged ETNs

MicroSectors™ Oil & Gas Exploration & Production 3X Leveraged ETNs

iShares Semiconductor ETF

United States Oil Fund

Energy Select Sector SPDR Fund

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

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