SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras shares are drawing attention amid a steep selloff, with traders pointing to scheduled lockup expirations and potential insider-share supply, alongside concerns about its IPO valuation, growth and ability to scale. The debate pits bearish calls for further declines against dip-buyers who remain bullish on Cerebras AI-inference technology and long-term demand.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. It operates through the Steelmaking and Other Businesses segments. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Cleveland-Cliffs stronger-than-guided quarterly results and upbeat 2027 EBITDA outlook have driven a sharp rally, with traders debating whether short covering could extend the move. Bulls see improving steel operations and prices, while skeptics question whether the outlook can overcome the companys debt and reliance on favorable steel markets; some also warn the rally could fade.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius is caught in a broad neocloud and AI-infrastructure selloff as traders focus on financing costs, debt concerns and doubts about the sectors business models, with CoreWeaves credit worries adding to contagion fears. The community is split on whether sharp rebounds are durable or bull traps: bulls point to Nebiuss comparatively stronger balance sheet and long-term compute demand, while bears question the capital intensity and path to profitability.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

Goldman Sachs upgrade to Buy has fueled a rebound conversation after a steep selloff, but traders remain focused on CoreWeaves debt burden, financing costs and ability to turn AI demand and its backlog into cash flow. Bulls call the selloff overdone and welcome the upgrade, while skeptics argue it does not resolve the financing risks and question whether the bounce will hold.

Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

Alpha Taus pancreatic cancer IMPACT trial completed enrollment after expanding from 12 to 48 patients, which traders view as a sign of strong clinical-site and patient interest; the results are still pending. Attention also centers on the FDA-cleared expansion of its recurrent glioblastoma REGAIN trial and anticipated clinical updates, with mostly bullish reactions tempered by uncertainty about what the larger studies will show.

Sea Ltd. is an internet and mobile platform company, which engages in the provision of online gaming services. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. The Digital Entertainment segment offers and develops mobile and PC online games. The E-Commerce segment manages a third-party marketplace through the Shopee mobile app and websites that connect buyers and sellers. The Digital Financial Services segment includes a variety of payment services and loans to individuals and businesses through SeaMoney. Sea was founded by Xiao Dong Li, Gang Ye, and Jing Ye Chen on May 8, 2009 and is headquartered in Singapore.

Sea Ltd - ADR

Seas sharp pullback despite strong operating results is fueling debate, with traders frequently blaming insider share sales and managements failure to announce a fresh buyback; some also cite an analyst downgrade and regional macro concerns. Bears see continued weakness, while bulls argue the selloff has made the growing e-commerce and fintech business more attractive.

X-Energy, Inc. engages in the development of advanced small modular nuclear reactors and fuel technology for clean energy generation. Its solutions include Xe-100 and TRISO-X. The company was founded by Kam Ghaffarian and Eben Mulder in 2009 and is headquartered in Rockville, MD.

X-Energy Inc. - Ordinary Shares- Class A

X-Energy Inc

XEs steep selloff and search for a bottom dominate the discussion, with traders attributing pressure to post-IPO selling, bearish analyst coverage, and weakness across nuclear stocks. Some see Amazons backing and potential SMR demand from data centers as a long-term positive, while others remain concerned that commercialization is years away.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

FDA expanded ANKTIVA plus BCG to cover papillary-only BCG-unresponsive bladder cancer, broadening its potential market; traders also focused on long-term Phase 3 data showing durable responses and bladder-sparing outcomes. Despite bullish views on the commercial opportunity, the shares sold off, with the community debating a sell-the-news reaction and broader biotech weakness versus options-related or short-selling pressure, while some remain cautious about revenue growth and dilution.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

Traders are focused on Disneys recent rebound and repeated tests of resistance, debating whether it can break out or will keep slipping back into its trading range. Bullish posts point to buyers defending the pullback, while bearish traders cite failed attempts to hold gains and downside options activity.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta is drawing attention ahead of its Q3 earnings report as shares retreat amid a broader tech and AI selloff. Traders are split over whether strong ad performance and Muse AI momentum can justify heavy AI spending, with capex and returns on that investment central to expectations for the report.

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

Bitcoin Price Rallies To $81K On Biggest ETF Inflows Since January, Waller Rate Signal Ahead Of August Jobs Report

Cryptocurrency

The rally in cryptocurrencies came after Fed Governor Christopher Waller said he would support holding rates steady if inflation continues to ease.


3 Market Themes Driving Stocks Right Now: AI, Alt Energy and Commodities

AI, Alternative Energy and Commodity stocks are all leading this market as a confluence of economic developments drive growth and constrain supply.

Lithium & Battery ETF (LIT) Hits New 52-Week High

LIT hits a 52-week high as EV and battery demand surge. Strong inflows, electrification trends and oil risks may keep the momentum going in the near term.

Zacks Investment Ideas feature highlights: SMH, LIT and ILF

SMH hits new highs as semiconductor demand tied to AI surges, joining LIT and ILF in leading markets despite volatility and weak broader index performance.

3 Thematic ETFs Making New Highs Ahead of the Market

Global X Lithium & Battery Tech ETF (LIT), VanEck Semiconductor ETF (SMH) and iShares Latin America 40 ETF (ILF) are three ETFs showing considerable relative strength

ETF Winners & Losers of Q1 2026

Iran war reshaped Q1 markets: energy, shipping & lithium ETFs surged while tech and airlines lagged as inflation fears and oil shocks rattled sentiment.



Zacks Investment Ideas feature highlights LIT, SCHD and PDBC 

 LIT, SCHD and PDBC have been highlighted in this Investment Ideas article.


3 ETFs Quietly Rallying Through Market Uncertainty 

LIT, PDBC and SCHD shares rally as lithium, commodity and dividend ETFs gain amid geopolitical uncertainty. 

Project Vault: ETFs to Gain as Trump Pushes $12B Into Rare Earth Reserve

Trump's $12B Project Vault to stockpile rare earths lifts MP Materials and brings critical minerals and clean energy ETFs into focus.

Lithium ETF (LIT) Hits New 52-Week High 

LIT surges 78.9% from its low to a 52-week high as lithium demand fuel momentum in battery metal miners.  

Global X Funds - Global X Lithium & Battery Tech ETF

Bullish Sentiment

<ul class="summary-bullets"><li>U.S. spot Bitcoin ETFs recorded $730.9 million in net inflows Thursday, their biggest single-day inflow since January 14.</li><li>Ethereum and XRP outperformed Bitcoin, while privacy-focused Zcash and Dash ranked among the strongest gainers across the top 100 cryptocurrencies.</li><li>Large-cap crypto-linked equities, including BMNR, COIN, CRCL and MSTR, traded lower in pre-market trading.</li></ul>Bitcoin (BTC) rallied to over $81,000 on Friday morning, and BTC spot exchange-traded fund (ETF) inflows hit a nine-month high after Fed Governor Christopher Waller said he would support holding rates steady if price pressures kept easing.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> rose over 4.3% in the last 24 hours, trading at around $81,100 after hitting an intra-day high of over $82,000. On Stocktwits, retail sentiment around the apex cryptocurrency improved to ‘neutral’ from ‘bearish’ territory over the past day.<figure class="image"><img src="https://news.stocktwits-cdn.com/image_53_a3aaca96d6.png" alt="image (53).png" width="1278" height="688"><figcaption>BTC retail sentiment on September 4 as of 6:00 a.m. ET | Source: Stocktwits</figcaption></figure>The rally coincided with more than $730 million flowing into spot Bitcoin ETFs, marking their biggest single-day inflow since January 14, when inflows reached $843 million.The market is now watching for August’s jobs report, with the market expecting the unemployment rate to be around 4.1% and hiring of 53,000 jobs.<h2 class="st-heading-2">Ethereum, XRP, ZEC And DASH Outpace Bitcoin</h2>Ethereum (ETH) and Ripple’s XRP (XRP) gained more than Bitcoin among the top 10 cryptocurrencies by market capitalization.&nbsp;<a href="https://stocktwits.com/coins/ripple">XRP’s price</a> jumped over 6% in the last 24 hours to around $1.46, while&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> rallied more than 5% to cross $2,500.On Stocktwits, retail sentiment around XRPand Ethereum&nbsp; remained in the ‘bearish’ zone over the past day.Meanwhile, privacy-focused tokens Zcash (ZEC) and Dash (DASH) led gains among the top 100 cryptocurrencies by market capitalization.&nbsp;<a href="https://stocktwits.com/coins/dash">DASH’s price</a> gained over 25% in the last 24 hours, while&nbsp;<a href="https://stocktwits.com/coins/zcash">ZEC’s price</a> jumped over 21% and was among the top trending crypto tickers on Stocktwits at the time of writing. ZEC was trading at around $1,007 at the time of writing after clocking a record high of $1,027 in intra-day trade.Retail sentiment on the platform around DASH improved to ‘extremely bullish’ from ‘bullish’ territory over the past day, while sentiment around ZEC remained in ‘bullish’ territory. The privacy tokens’ gains follow a Grayscale research note that reframed ZEC as a key AI‑era privacy play, sparking a sector‑wide rally.<figure class="image"><img src="https://news.stocktwits-cdn.com/image_1_3_ad4814d33f.png" alt="image (1) (3).png" width="1260" height="686"><figcaption>DASH retail sentiment on September 4 as of 6:00 a.m. ET | Source: Stocktwits</figcaption></figure>Lighter (LIT) underperformed Bitcoin but also hit a record high amid the crypto rally.&nbsp;<a href="https://stocktwits.com/coins/lighter">LIT’s price</a> rose around 17% in the last 24 hours to clock $4.58. On Stocktwits, retail sentiment around the token trended in ‘bullish’ territory over the past day.&nbsp;The jump follows the altcoin’s August data summary, which showed open interest over $1 billion and $3.95 billion in trading volume.&nbsp;<h2 class="st-heading-2">Jobs Report Next Test For Crypto Rally</h2>The broader market backdrop has also turned more supportive for risk assets, with the Cboe Volatility Index (VIX) at around 14 and near its lowest levels since January. A lower VIX points to subdued expectations for near-term equity-market volatility.However, large-cap crypto-linked equities were relatively muted in premarket trading despite the move in digital assets. Robinhood Markets (HOOD) fell about 1.1%, Strategy (MSTR) declined more than 2%, and Bitmine Immersion Technologies (BMNR) was also down more than 1%.Coinbase Global (COIN) and Circle Internet Group (CRCL) were also up over 1% in pre-market trade.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/greg-abel-ai-data-center-power-demand-is-a-big-constraint-and-opportunity/cZsApxhRJuA">Greg Abel Says AI Data Center Power Demand Is A ‘Big Constraint’ – And A Berkshire Opportunity</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A Bitcoin sign is displayed on the wall of developers Ciprés and Rilea Group on July 16, 2025, in Miami, Florida. (Photo by Joe Raedle/Getty Images)

The rally in cryptocurrencies came after Fed Governor Christopher Waller said he would support holding rates steady if inflation continues to ease.

DoorDash Inc - Ordinary Shares - Class A

iShares Bitcoin Trust ETF

Global X Lithium & Battery Tech ETF

Strategy

Bitwise XRP ETF

Zcash

Hold rates steady

Cut 25 bps

Hike 25 bps

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.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

Feed

News

Sentiment

Fundamentals

Info

LIT Global X Lithium & Battery Tech ETF

Fundamentals

Latest LIT News