SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Teladoc Health, Inc. engages in the provision of telehealthcare services using a technology platform via mobile devices, the Internet, video and phone. It operates through the following segments: Teladoc Health Integrated Care, BetterHelp, and Others. The Teladoc Health Integrated Care segment offers virtual medical services. The BetterHelp segment includes virtual mental health and other wellness services. The company was founded in June 2002 by George Byron Brooks, Michael Gorton, and Gary Wald and is headquartered in New York, NY.

Teladoc Health Inc

Discussion centers on Teladocs upcoming quarterly results and whether the BetterHelp shift from cash-pay to insurance can stabilize growth after a lowered outlook. Traders are split between optimism about the businesss longer-term potential and possible short-covering, and frustration over declining revenue, execution, and management credibility.

FMC Corp. is an agricultural sciences company, which engages in the provision of solutions to growers and development of pipeline in crop protection, plant health, agriculture, pest control, and turf management. It offers insect control products under the Rynaxypyr and Cyazypyr brands. The company was founded by John Bean in 1883 and is headquartered in Philadelphia, PA.

FMC Corp.

FMCs sharply reduced third-quarter outlook, driven by weak demand, distributor inventory and steep pricing adjustments, is fueling concern about its finances and bankruptcy risk. Bulls argue the reset is largely one-time and point to debt-reduction measures, while skeptics question whether the company can restore sales and cash flow.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products include diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly on May 10, 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Discussion centers on Lillys obesity-drug franchise, including Zepbound and Mounjaro demand, Foundayo uptake, and pipeline prospects such as retatrutide, with traders also focused on quarterly earnings expectations. Bullish growth and defensive-sector interest are tempered by concerns about valuation, competition from Novo and Viking, drug tolerability, and share-price pullbacks.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

A sharp semiconductor and AI-stock pullback is driving attention, with traders debating whether doubts about AI-capex returns and financing signal a deeper unwind or a temporary correction. Bulls point to oversold conditions and continuing chip demand, while bears warn that support could give way and the AI trade may weaken further.

Himax Technologies, Inc. is a semiconductor solution provider dedicated to display imaging processing technologies. It operates through the Driver Integrated Circuit and Non-Driver Products segments. The company's products include display drivers, timing controllers, wafer level optics, video and display technology solutions, liquid crystal over silicon silicon, complementary metal-oxide semiconductor image sensor, and power integrated circuit. Its products used in TVs, laptops, monitors, mobile phones, tablets, digital cameras, car navigation, virtual reality (VR) devices and many other consumer electronics devices. Himax Technologies was founded by Biing Seng Wu and Jordan Wu on June 12, 2001 and is headquartered in Tainan, Taiwan.

Himax Technologies - ADR

Himax Technologies, Inc.

Himaxs WiseEye chip being integrated into Alibabas Qwen Glasses N1, alongside discussion of its Emza deal and E Ink design win, is driving attention to its AI-vision growth prospects. Traders are weighing those product developments against uncertain revenue impact, upcoming earnings, and weakness in the broader semiconductor market.

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.

Rising crude prices are lifting energy shares, with traders noting OXYs strength alongside other oil producers. The conversation is broadly bullish on the stocks technical momentum, while repeated shale-case updates describe a still-pending legal process rather than a new company development.

Hormel Foods Corp. engages in the manufacturing and marketing of branded food products. It operates through the following segments: Retail, Foodservice, and International. The Retail segment consists of the processing, marketing, and sale of food products sold predominantly in the retail market. The Foodservice segment includes the processing, marketing, and sale of food and nutritional products for foodservice, convenience store, and commercial customers. The International segment focuses on processing, marketing, and selling company products internationally. The company was founded by George A. Hormel in 1891 and is headquartered in Austin, MN.

Hormel Foods Corp.

Hormels quarterly update and reduced fiscal-year sales outlook have intensified concerns about weak retail demand and contributed to selling pressure. Traders are split between viewing the beaten-down shares and dividend as value and worrying about the companys growth, acquisition-related debt, and dividend sustainability.

Permian Resources Corp. is an oil and natural gas company, which focuses on returns to stakeholders through the responsible acquisition, optimization and development of crude oil and associated liquids-rich natural gas reserves. The company was founded on December 18, 2025 and is headquartered in Midland, TX.

Permian Resources Holdings Inc. - Ordinary Shares - Class A

Permian Resources Corp - Ordinary Shares - Class A

Permian Resources is drawing attention amid volatile crude prices and Middle East supply-risk headlines, especially shifting reports about Iran and Strait of Hormuz disruptions or a possible ceasefire. Traders debate whether elevated oil and the companys solid operating performance support the shares, while others note that peace-talk headlines and swings in crude have repeatedly pressured energy stocks.

Destiny Tech100, Inc. operates as a non-diversified, closed-end management investment company. The company was founded on November 18, 2020 and is headquartered in Austin, TX.

Destiny Tech100 Inc

DESTINY TECH 100 INC

DXYZ is drawing attention as a public-market proxy for private AI companies, particularly Anthropic, with traders focused on its anticipated IPO filing and the potential effect on the funds NAV. Bulls see the IPO as a catalyst that could narrow the discount to NAV, while skeptics cite uncertainty over timing and valuations, along with volatile trading.

Caterpillar, Inc. engages in the business of manufacturing construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. It operates through the following segments: Construction Industries, Resource Industries, Power and Energy, and All Other. The Construction Industries segment is involved in supporting customers using machinery in infrastructure and building construction applications. The Resource Industries segment offers machinery in mining, heavy construction, quarry, and aggregates. The Power and Energy segment focuses on reciprocating engines, turbines, diesel-electric locomotives, and related services across industries serving oil and gas, power generation, industrial, and transportation applications including marine- and rail-related businesses. The All Other segment includes activities such as the business strategy, product management and development, manufacturing, and sourcing of wear and maintenance components products, parts distribution, integrated logistics solutions, distribution services responsible for dealer development, and administration. The company was founded on April 15, 1925, and is headquartered in Irving, TX.

Caterpillar Inc.

Caterpillars sharp pullback from its recent highs is driving debate over whether the stock is oversold and near a bottom or still in a broader correction, with traders watching technical support and lower downside zones. Some see the record backlog and upcoming quarterly report as potential support, while others remain bearish on continued selling.

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Michael Burry Asks ‘Who Wants To Be The Next George Soros?’ As Bessent Moves To Calm Treasury Market 

Equity

Burry warned that the economy’s heavy reliance on AI investment echoed the dependency that preceded the global financial crisis.

Paul Krugman Says Rising Interest Rates On Government Bonds Not A Debt Crisis: 'Don't Panic'

Krugman attributed the rise in global interest rates to stronger demand for credit than available supply, and higher risk premiums demanded by investors. 

iShares Trust - iShares Core 10+ Year USD Bond ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Michael Burry asked, “Who wants to be the next George Soros?” as Treasury moved to stabilize long-term bonds.</li><li>Burry’s remark highlighted a role reversal for Bessent, who helped Soros research his historic 1992 pound short.</li><li>Treasury doubled long-dated bond buybacks to $4 billion per operation, with Bessent signaling they could grow further.</li></ul><p>‘Big Short’ investor Michael Burry revived the memory of George Soros’ Black Wednesday triumph as Washington moved to contain surging Treasury yields and worsening liquidity in the 30-year bond.</p><p>The intervention comes as the 30-year Treasury yield remains around 5.2%, liquidity in the long end deteriorates, and U.S. federal debt crossed $40 trillion.&nbsp;</p><h2 class="st-heading-2"><strong>Burry Flags A Soros Echo In Treasury Market&nbsp;</strong></h2><p>“Who wants to be the next George Soros?” Burry&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/michaeljburry/status/2090460356204507356">wrote on X</a> on Thursday, spotlighting Treasury Secretary Scott Bessent’s statements that buybacks could exceed $4 billion per operation, long-term yields do not reflect economic fundamentals, and 30-year liquidity is “especially poor.”</p><p>Bessent previously worked at Soros Fund Management and contributed to the research behind its 1992 short against the British pound. The trade reportedly earned the firm more than $1 billion and established Soros as “the man who broke the Bank of England.” Burry's reference highlighted an unusual role reversal: Bessent, a former Soros lieutenant, is now overseeing efforts to improve liquidity and stability in the Treasury market.&nbsp;</p><h2 class="st-heading-2"><strong>Bessent Signals Bigger Treasury Buybacks</strong></h2><p>Treasury doubled its planned purchases of securities maturing in 10 to 30 years from $2 billion to $4 billion per operation on Wednesday. Bessent said the program could grow further. “We’re going to increase the size of the buyback,” he told&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/08/20/bessent-says-treasury-buyback-operation-could-be-more-than-4-billion.html">CNBC</a>. “It could be more than the $4 billion per issue.”</p><p>Bessent said Treasury wants to “make a market” in longer-dated securities but is not targeting a particular yield. The 30-year yield was recently around 5.235%, while the 10-year yield stood near 4.704%. “All we’re trying to do is get people to focus on the fundamentals and not trade the headlines during a quiet period in a thin market,” he said.</p><h2 class="st-heading-2"><strong>Yardeni Pushes Back On Bond Crisis Fears&nbsp;</strong></h2><p>Yardeni Research President Ed Yardeni said Treasury is not trying to force yields lower. The buybacks target older, less-liquid “off-the-run” bonds, freeing dealer balance sheets and improving secondary-market functioning. “Bessent isn’t trying to lower bond yields,” Yardeni said. “Rather, he is trying to stabilize them so Treasury auctions go smoothly.”</p><p>Yields dipped after Wednesday’s announcement but edged higher on Thursday. However, Yardeni rejected the interpretation and maintained his forecast for the 10-year yield to remain between 4% and 5% through the end of 2027.</p><h2 class="st-heading-2"><strong>Bessent Faces $40 Trillion Debt Test&nbsp;</strong></h2><p>Long-term yields have climbed amid widening deficits, higher term premiums, overseas competition and heavy corporate borrowing tied to the AI data-center buildout. Federal debt crossed a record $40 trillion this week, but Bessent said that stronger growth could help manage the burden.</p><p>“There’s nothing magic about the $40 trillion number, and we can grow our way out of that,” he said. “Global growth is the way to take care of this mountain of debt.” Bessent called 30-year liquidity “very poor,” adding: “We have a big toolkit… we believe that the yields don’t reflect the underlying fundamentals.”</p><h2 class="st-heading-2"><strong>Burry’s Other Warning: AI Dependency Echoes The GFC&nbsp;</strong></h2><p>Burry separately&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.yardeniquicktakes.com/freaking-out-over-the-bond-market/">warned</a> about the economy’s reliance on AI investment.&nbsp;</p><p>Citing Apollo Chief Economist Torsten Slok, he noted that traditional rate-sensitive construction weakened after the Federal Reserve began hiking in 2022, while data-center spending continued surging because anticipated AI returns outweighed higher financing costs.</p><p>&nbsp;“This is the dependency of the economy on one thing that got us the GFC,” Burry said.</p><h2 class="st-heading-2"><strong>How Retail Traders Feel About The Bond Market</strong></h2><p>The&nbsp;<a href="https://stocktwits.com/symbol/ILTB">iShares Core 10+ Year USD Bond ETF (ILTB)</a> fell 0.6% on Thursday, while the&nbsp;<a href="https://stocktwits.com/symbol/TLT">iShares 20+ Year Treasury Bond ETF (TLT)</a> declined 0.8%. On Stocktwits, retail sentiment was ‘neutral’ for ILTB amid ‘normal’ message volume and ‘bullish’ for TLT amid ‘high’ message volume.</p><p>Among major index-tracking ETFs, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a> fell 0.8% on Thursday amid ‘neutral’ retail sentiment. Meanwhile, the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> and&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust (DIA)</a> gained 0.7% and 1.34%, respectively, though Stocktwits sentiment for both remained ‘bearish’.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p><p>Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tsla-nevada-5000-robotaxis-musk-crazy-tesla-growth/cZYBj2cRJN5">TSLA Stock Eyes Another Winning Week: Nevada Clears Up To 5,000 Robotaxis, Musk Sees ‘Crazy’ Tesla Growth&nbsp;</a></p>

Michael Burry attends the "The Big Short" New York premiere at Ziegfeld Theater on November 23, 2015 in New York City.

Michael Burry Flags A ‘George Soros’ Echo In The Bond Market – And Another 2008 Warning In AI 

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