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BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerrys quarterly results beat expectations and the company raised its outlook, with record QNX performance and a major Coretura Alloy Kore design win drawing attention; traders also highlighted a reported Uber QNX selection and broader Physical AI opportunities. Many welcomed the growth prospects, while others questioned the stocks volatile, muted reaction and pointed to softer Secure Communications results and market weakness.

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 decision to block Metas Muse shopping agent has traders debating whether agentic AI threatens Amazons e-commerce and advertising businesses or helps protect its marketplace while Amazon develops its own AI shopping tools. The community is split between concern about Amazon falling behind and optimism about its commerce moat, AWS, and planned agent capabilities, amid frustration with the stocks uneven performance.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

A sharp rise in long-term Treasury yields is pressuring TLT, with traders citing hawkish Fed expectations, sticky inflation and concerns about government borrowing and Treasury demand. The community is divided between buyers looking for a rebound as yields eventually cool and bears expecting further weakness, while some note that equities have so far shrugged off the bond selloff.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

Pharvaris positive Phase 3 results for its oral HAE-prevention drug have intensified concern about competition for BioCrysts Orladeyo and its future market share. Bearish traders worry about longer-term revenue pressure, while bulls argue a competitor launch is still some time away and point to Orladeyos established business and BioCrysts navenibart pipeline.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

Expectations that Metas Muse and other agentic-AI workloads could increase data-center CPU demand are fueling AMDs semiconductor rally. Traders are celebrating the momentum while skeptics argue the valuation has run ahead of fundamentals and warn of a possible pullback.

First Solar, Inc. is a solar technology company, which engages in the provision of solar modules. It is involved in the design, manufacture, and sale of cadmium tellurid (CdTe) solar modules, which convert sunlight into electricity. The company was founded by Michael J. Ahearn in 1999 and is headquartered in Phoenix, AZ.

First Solar Inc

First Solar is under pressure after analyst downgrades and concerns about limited booking visibility into 2026, alongside broader solar-sector weakness and policy uncertainty. Traders are split between calling the selloff excessive and buying the dip, and expecting further declines.

The Ondo Foundation was founded in 2022 as an independently governed and nonprofit Cayman Islands Foundation Company with no beneficial owners. The Ondo Foundation assisted in the launch of the Ondo DAO, which deployed and currently governs Flux Finance, the first lending protocol supporting tokenized securities as collateral.  ONDO token holders are entrusted with shaping the future of the Ondo DAO so that it continues to pursue its mission to democratize access to institutional-grade finance. The Ondo DAO gives ONDO holders specific rights pertaining to Flux Finance, which is currently governed by the Ondo DAO.

Ondo

ONDOs sharp rally and breakout are drawing attention, with bullish traders pointing to momentum in real-world-asset tokenization and Ondos institutional ties. Others caution that the token remains governance-focused, with its value tied to a potential fee switch rather than directly capturing protocol revenue.

London-based Quant Network is set to revolutionise blockchain technology with the development of their blockchain operating system Overledger. The experienced team are determined to fulfil the original vision of the internet by creating an open trusted network for people, machines, and data to operate securely and safely.  Overledger -the first interoperable blockchain operating system that facilitates internet-scale development of decentralised, multi-chain applications. Overledger has the ability to unlock and distribute value and applications across current and future blockchains. It is an agnostic platform that connects the world's networks to blockchains and ensures you're not limited to any single a vendor or technology. Overledger is the only platform that facilitates the development of internet-scales development of decentralised, multi-chain applications.

Quant

Quants sharp rally is being attributed by traders to reported institutional tokenization and banking developments, including a role in a tokenized-deposits network, alongside Robinhood availability. Bulls are touting QNTs limited supply and potential demand from financial institutions, while skeptics warn the move could reverse as a news-driven pump.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Bitcoins pullback is driving attention to Strategy as traders track MSTRs closely linked, amplified moves. The community is split between bullish dip-buyers anticipating a rebound and bears warning of further downside after the recent rally; rising Treasury yields are adding pressure to crypto-linked stocks.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtions reported achievement of 30 entangled logical qubits on its commercial Sqale system, using 80 physical qubits, is driving attention as a quantum-computing milestone and evidence of progress toward its roadmap. Many traders see it as validation of the companys technology, while others question the significance or are disappointed that the share-price response has been muted amid market and sector headwinds.

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BABA Stock Spikes Overnight: Alibaba Takes On Nvidia With China's Most Powerful AI Chip Yet

Equity

China’s AI hardware push is gaining momentum as domestic chipmakers race to close the gap with Nvidia.


Trump-Xi Meeting in the Cards: ETFs Currently in Focus

U.S.-China trade talks are putting tariff cuts, Chinese equities and U.S. soybean demand in focus ahead of the Sept. 24 summit. 

ETFs in the Spotlight as China's Corporate Profits Jump 26% in Q2 

China's corporate profits surged in Q2, but weak markets and economic challenges keep these four China ETFs in focus.

BIDU Stock Plunges Premarket: Traders See Dip As ‘Gift’ Ahead Of Xi-Trump Summit

Baidu’s AI growth story and potential U.S.-China thaw are keeping retail traders bullish despite the sharp premarket pullback.


BABA Stock Crashes 10% In Hong Kong As $10B Equity Plan Triggers Dilution Fears: Retail Remains Firmly Bullish

The deal is the largest primary follow-on offering by a Hong Kong-listed company in history.


BIDU Rebounds After Q2 Selloff: Morgan Stanley Downgrades Stock, Sees More Earnings Pressure From AI Spending

Baidu faces declining sales even as its AI business grows on the back of high investment.

Best-Performing ETF Areas of July 2026 

Oil, rising yields and AI spending reshaped July's ETF winners. Here are the top-performing ETFs that thrived in a volatile month.

BABA Stock Jumps Overnight: Alibaba Says Its New AI Model Can Go Toe-To-Toe With Anthropic 

Alibaba said it made Qwen3.8-Max widely accessible to global users ahead of an open-weights release next week.


Moonshot AI Raises the Stakes for Big Tech? ETFs in Focus

China's AI race is heating up. Moonshot AI's Kimi K3 is challenging U.S. dominance, putting China tech ETFs like KTEC and KWEB back in focus.

GOOGL, MSFT, AMZN Stocks Rise Premarket: Analyst Says China’s Kimi K3 AI Fears ‘Misplaced’

The launch of the K3 AI model marks progress in core technology, and the investment case for U.S. cloud companies changes little, Morningstar said in an investor note. 


KraneShares Trust - KraneShares CSI China Internet ETF

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KraneShares CSI China Internet ETF

🟢 $KWEB 25.5C Oct 02 
 
💰 $69,000 premium 
💵 $0.46/contract 
📊 46.6x Vol/OI 
📍 Spot $24.83 
 
🔥 46.6x Vol/OI | 🚨 Repeat sweep 
 
🌊 Dark Flow | Options Flow

dustlesspuma

$KWEB $CWEB.X  is on my radar.  This would be a "modified 5-step" setup...lacking uptrend but all indicators supporting and price pushing cleanly off support.  We don't have any of that yet but it could come on a day or two of upside.

Dr. Stoxx

So, Fed hikes and $KWEB 5% away from 2 yr lows - this after it apparently has the AI leader of the world! $BIDU at 1 yr lows - this after persistent rumors about chip IPO, robotaxis, etc, and then $BABA ….

Carol Wu

🟢 $KWEB 25C Sep 11 
 
💰 $40,000 premium 
💵 $0.16/contract 
📊 40.7x Vol/OI 
📍 Spot $24.87 
 
🔥 40.7x Vol/OI | 🚨 Repeat sweep 
 
🌊 Dark Flow | Options Flow

$KWEB .  Qfin, Tigr, Vnet.  Etc....Quite a few beaten down Chinese tickers.  Mostly tech and financial services...  I have been burned too many times to continue bottom fishing.   You can have a perfectly good Chinese company with amazing financials and an amazing outlook.  And everyone will absolutely hates them and never let's them get off the ground.

Mike Vogel

With prospects that the US may be more inclined to regulate/slow the expansion of AI than China, wouldn’t it make sense to start to consider rotating some Tech exposure overseas? $KWEB showing very early reaction to support at the June lows. $CQQQ

Tech Talk

🟢 $KWEB 25C Oct 16 
 
💰 $244,800 premium 
💵 $0.77/contract 
📊 2x Vol/OI 
📍 Spot $24.62 
 
💰 Large premium 
 
🌊 Dark Flow | Options Flow

$KWEB   Yikes!  It appears this is on an accelerated run toward the last support level of 23.23. Chart them apples…

$KWEB long term holder here and learned china stocks never rally. Its pretty much lost opportunity cost. Cheaper usa stocks seem like the better buy. China stocks just dont have the usa liquity pouring in. Im letting go, good luck yall

theburu

$KWEB Startimg to accumulate this, feel like in the next few months we could rip 30-40 percent.

Aaron Schmid

$KWEB $BABA $PDD chinese assets do not go up in value they dont grow their wealth how are we trading here

KWEB KraneShares CSI China Internet ETF