SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

$WAGMI is a community-driven meme token built on the Solana blockchain, designed to bring positivity, unity, and humor into the crypto space. The project encourages community engagement through memes, social interaction, and token-based activities. It leverages Solana’s fast and low-cost infrastructure to allow for smooth on-chain interactions, such as token transfers, community games, and NFT integration. The goal is to foster a fun, inclusive ecosystem where holders feel they are part of a larger movement – "We Are Gonna Make It."

WAGMI

$WAGMI is trending as the community rallies around a shared mission and positive outlook, reflected in their motto 'We're All Gonna Make It.' Discussions highlight the token's strong community, resilient liquidity, and potential for significant growth within the Solana ecosystem, with some suggesting it's 'WAGMI szn'.

Solana is a highly functional open source project that banks on blockchain technology’s permissionless nature to provide decentralized finance (DeFi) solutions. It is a layer 1 network that offers fast speeds and affordable costs. While the idea and initial work on the project began in 2017, Solana was officially launched in March 2020 by the Solana Foundation with headquarters in Geneva, Switzerland.

Solana

Solana is trending as the community rallies around a bullish sentiment, using the phrase "WAGMI" (We're All Gonna Make It). Discussions range from potential price targets to new projects and meme coins building on the Solana network. Traders are closely watching key resistance levels, anticipating a breakout.

WorldFinancial

WorldFinancial (WLFI) is trending as traders discuss its potential to break through resistance and rally. Community members are highlighting recent breakouts and urging others to load up, with some anticipating a significant surge. The coin is also associated with wider bullish sentiment surrounding $WAGMI, $SOL, and $BTC.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Thompson Falls, MT.

United States Antimony Corp.

United States Antimony Corp

UAMY is trending as discussions revolve around a potential deal with Larvotto Resources (LRV) and speculation about U.S. government involvement to secure antimony supply outside of China. Community members are debating the deal's implications, potential government stakes, and the stock's future value amidst volatile market conditions. Some investors believe UAMY is "China-proof" and undervalued, while others express concerns about market manipulation.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is trending following news of a $150 million registered direct offering, with community members debating the implications of the raise and new institutional investors. Some view the offering as a sign of growth and confidence in the company's AI-driven photonics technology, while others express concerns about potential dilution and short-term volatility. Bullish sentiment remains strong with continued discussion around potential partnerships and future impact of POET's optical interposer technology in the AI and data center space.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

The QQQ is trending amid ongoing U.S.-China trade discussions and anticipation of upcoming big tech earnings and a potential rate cut. Community sentiment appears cautiously optimistic, though some express concern that the market's gains are based on speculation rather than concrete progress, creating a potential bubble. Discussions also involve potential impacts from international events and domestic economic factors.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi is trending as investors anticipate upcoming earnings, with many expecting a positive report and discussing potential price movement following the release. Community members are also eyeing potential tailwinds like rate cuts and the possibility of crypto trading on the platform soon. Overall, there's considerable buzz around SoFi's growth prospects and potential for a valuation reset.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle ($CRCL) is trending as investors discuss its potential breakout, with many highlighting significant call option activity and a possible short squeeze. Community members are analyzing technical setups and anticipating a move toward higher price targets, while also weighing the impact of upcoming earnings and lockup expirations. Bullish sentiment is fueled by news of potential integration with major financial institutions and the increasing adoption of stablecoins.

Energy Fuels, Inc. is a mining development company, which engages in the exploration and evaluation of uranium and vanadium properties. It also operates the Nichols Ranch, Alta Mesa, and White Mesa Mill projects. The company was founded by George E. L. Glasier and John David Mason on June 24, 1987 and is headquartered in Lakewood, CO.

Energy Fuels Inc

Energy Fuels is trending amid discussions around rare earth minerals, potential government contracts, and its relationship with both Australia and China. Community members are actively debating the impact of potential trade deals, the company's financial health, and technical indicators, with some highlighting unusual options activity. The stock's volatility and potential for both short-term pullbacks and long-term gains are also key points of discussion.

Ethereum is a global, open-source platform for decentralized applications. In other words, the vision is to create a world computer that anyone can build applications in a decentralized manner; while all states and data are distributed and publicly accessible. Ethereum supports smart contracts in which developers can write code in order to program digital value. Examples of decentralized apps (dapps) that are built on Ethereum includes tokens, non-fungible tokens, decentralized finance apps, lending protocol, decentralized exchanges, and much more.  On Ethereum, all transactions and smart contract executions require a small fee to be paid. This fee is called Gas. In technical terms, Gas refers to the unit of measure on the amount of computational effort required to execute an operation or a smart contract. The more complex the execution operation is, the more gas is required to fulfill that operation. Gas fees are paid entirely in Ether (ETH), which is the native coin of the blockchain. The price of gas can fluctuate from time to time depending on the network demand.

Ethereum

Ethereum is trending amid discussions of potential bullish catalysts like trade deals and rate cuts, with some community members anticipating a significant rally. However, others express skepticism, citing concerns about market manipulation and potential pullbacks. Technical analysis and predictions of future price movements are also circulating, contributing to the heightened interest.

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What Lies Ahead for Mag-7 ETFs in Q3 Earnings Season?

Mag-7 earnings season heats up. Will AAPL, MSFT, NVDA, AMZN & META lift ETFs like MAGS, FNGS, MGK & XLG? Find out what's next for these market movers.

Apple (AAPL) and Formula 1 announced on Friday that they have signed a five-year partnership with Apple becoming the racing giant’s exclusive broadcast partner starting in 2026.&nbsp;In addition to having exclusive rights to broadcast F1 on Apple TV, the companies said the collaboration would also amplify the sport on other Apple platforms like Apple Music and Apple News. F1 TV Premium, F1’s own premier content offering, will continue to be available in the U.S. via an Apple TV subscription only and will be free for those who subscribe.<a href="http://stocktwits.com/symbol/AAPL">Apple’s stock</a> edged 0.14% higher in pre-market trade, with retail sentiment on Stocktwits trending in ‘bearish’ territory over the past day.The partnership follows Apple’s success with ‘F1 The Movie,’ which is the studio’s highest-grossing theatrical release to date and the top-earning original film of 2025. The movie has grossed approximately $629 million worldwide, according to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.boxofficemojo.com/release/rl2507374593/">figures</a> from Box Office Mojo. The domestic opening weekend brought in around $57 million, marking Brad Pitt’s best career debut as an actor.“We are no strangers to each other, having spent the past three years working together to create F1 The Movie, which has already proven to be a huge hit around the world,” said President and CEO of Formula 1, Stefano Domenicali. “We have a shared vision to bring this amazing sport to our fans in the U.S. and entice new fans through live broadcasts, engaging content, and a year-round approach to keep them hooked.”F1 cited Apple’s ability to reach a diverse range of consumers through its ecosystem as one of the reasons for the partnership. It also claimed that the partnership would help it reach younger audiences of the sport. The companies said additional information, including production and product details, will be announced in the coming months.The partnership represents a growing trend of streaming platforms looking to secure broadcast rights for top sports leagues and events. Netflix (NFLX), for instance, already has a partnership with the WWE and the National Football League (NFL). Amazon (AMZN) has a deal to stream five mid-season NASCAR Cup Series races as well as exclusive rights to stream Thursday Night Football.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-falls-below-105-000-pulling-mstr-stock-lower-xrp-and-solana-drop/ch6sexmR383">Bitcoin Falls Below $105,000, Pulling MSTR Lower – XRP And Solana Drop Amid Banking Jitters</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Apple logo, taken at the Apple Store on 5th Avenue in Manhattan. 

Apple, F1 Sign 5-Year Exclusive Deal For Broadcast Rights

F1 cited Apple’s ability to reach a diverse range of consumers through its ecosystem as one of the reasons for the partnership. 

Equity

Meta Platforms (META) announced on Wednesday that it is investing $1.5 billion to build a data center in El Paso.<a href="http://stocktwits.com/symbol/META">META’s stock</a> was down more than 4.5% in Wednesday’s midday trade. Retail sentiment around the company on Stockwits dipped to ‘bearish’ from ‘neutral’ territory while chatter remained at ‘high’ levels over the past day.&nbsp;The Mark Zuckerberg-led company said the data center is designed to scale to a gigawatt (GW) and is intended to support its growing artificial intelligence (AI) workload. It also touted that the plant will create 1,800 construction jobs at its peak and around 100 operational jobs once complete.&nbsp;Meta said it plans to integrate a closed-loop liquid-cooling system that will use zero water for most of the year, contributing to the company’s broader water-positive goal by 2030. The company said it will also source 100% of the center’s electricity from renewable energy. Meta also noted that in the company’s agreement with El Paso Electric, it has paid for new grid infrastructure required to connect the data center, including new transmission lines and substations.The tech giant added that the El Paso data center will complement Meta’s AI initiatives by powering applications ranging from AI assistants and live translations to video editing tools.&nbsp;This new data center will be the third entity the company has set up in Texas, in addition to the data centers in Forth Worth and Temple. According to the Meta Platforms, it has invested more than $10 billion in Texas so far.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/ethereum-solana-outpace-bitcoin-gains-as-crypto-market-gains/ch6nwq6R3N1">Ethereum, Solana Outpace Bitcoin Gains As Crypto Market Gains After Fed Signals More Scope For Rate Cuts</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The logo of the Facebook group Meta can be seen near the company headquarters. Photo: Andrej Sokolow/dpa (Photo by Andrej Sokolow/picture alliance via Getty Images)

Meta Announces Plans For $1.5 Billion AI Data Center In El Paso

The Mark Zuckerberg-led company said the data center is designed to scale to a gigawatt and is intended to support its growing artificial intelligence workload. 

Amazon.com, Inc. is planning to reduce the size of its human resources division, known internally as PXT or the People eXperience Technology team, by 15%, according to a report in Fortune published late Tuesday.The PXT division, which reports to senior vice president Beth Galetti, has more than 10,000 employees worldwide and includes some technology staff, according to the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://fortune.com/2025/10/14/amazon-layoffs-pxt-hr-andy-jassy/">report</a>.The cuts could affect other divisions as well, according to the report, which cited multiple unnamed sources. Amazon did not respond to a Stocktwits query seeking confirmation and additional details.The development underscores how Big Tech firms are continuing to implement targeted layoffs amid economic uncertainty under President Donald Trump and the growing adoption of AI technology.Over the past few years, Amazon has&nbsp;eliminated several&nbsp;roles within its consumer devices, Alexa voice assistant, and Amazon Web Services divisions. In June, Microsoft announced it was laying off 3% of its global workforce, or roughly 6,000 workers.Last month, Amazon CEO Andy Jassy&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amazon-ceo-andy-jassy-vows-to-make-ecommerce-giant-leaner-and-meaner/chDGg3uRdCg">reiterated</a> a plan to remove excess management layers in the organization to improve the corporate culture and spur innovation.The company is currently navigating the impact of headwinds from U.S. tariffs on its mainstay e-commerce business while investing in AI capacity to grow its cloud business. Despite healthy results last quarter, Amazon has underperformed this year, raising investor concerns.<a href="https://stocktwits.com/symbol/AMZN">AMZN shares</a> are down 1.4% year-to-date, the worst performance among the Magnificent Seven stocks. On Stocktwits, the retail sentiment for Amazon was 'neutral' as of the last reading.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/grindr-confirms-buyout-interest-from-top-shareholders-shares-jump/ch6nk5dR3ZS">Grindr Confirms Buyout Interest From Top Shareholders, Shares Jump Over 4% In After-Hours</a>

In this photo illustration, the logo of Amazon.com is displayed on a smartphone screen, with the company's iconic smile branding visible in the background. (Photo illustration by Cheng Xin/Getty Images)

Amazon Reportedly Puts 1,500 HR Jobs On The Chopping Block As Big Tech Streamlines Under AI, Trump Tariffs

The latest cuts will hit Amazon's People eXperience Technology teams.

Broadcom-OpenAI Deal Boosts AI Growth Prospects: Tech ETFs in Focus

OpenAI's new deal with Broadcom fuels AI expansion, highlighting tech ETFs like IYW as a safer way to ride the AI wave amid market uncertainty. 

Are Big Tech ETFs Strong Enough to Weather AI Bubble Fears?

Tech stocks are pricey with strong fundamentals. Ride the AI euphoria with ETFs like MAGS, FNGS, MGK, XLG.



Amazon shares were trending on Stocktwits early Friday, with retail investors and analysts touting an imminent breakout following a sharp rally this week and a few other catalysts.Investors were assessing their positions as Amazon wrapped up its two-day "October Prime Day" event — a prelude to the main holiday shopping sale — and with the third-quarter earnings kicking off. The company has yet to announce its results date."Perhaps Amazon's multiple has shrunk enough? It will never be ‘cheap’ but it sure is ‘cheaper,’" noted CNBC commentator Jim Cramer said in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/jimcramer/status/1976370445973897359">X post</a> on Thursday. Amazon stock currently trades at 32.9 times the company's 12-month forward earnings, down from 41.2 times in February, the highest reading this year, according to Koyfin data.Among the “Magnificent 7” stocks, Amazon's P/E ratio is the second lowest after Alphabet's and tied with Apple's. A low P/E ratio typically indicates that investors may be pricing in weaker earnings growth or viewing the stock as undervalued.After rallying from mid-April through Aug. 1, when Amazon issued its quarterly results, the&nbsp;<a href="https://stocktwits.com/symbol/AMZN">AMZN stock</a> has traded within a range. Now, it is on a four-session winning streak.Several Stocktwits users noted a bullish "breakout" pattern emerging, indicating that AMZN has breached or is approaching a resistance level, which could lead to a strong upward move."Stock breaking out of consolidation channel on the daily. seeing multiple call flow come in," said one user.<stembedurl>https://stocktwits.com/RockyTSTH/message/631773645</stembedurl>"If $AMZN continues the climb into Friday's session, it would be a disciplined move to pay yourself on those calls before the weekend +30%, then look to re-enter next week if the opportunity presents itself," another user said, outlining their strategy with respect to weekly options expiry on Friday.<stembedurl>https://stocktwits.com/trading__analysis/message/631773749</stembedurl>On Stocktwits, the retail sentiment for AMZN was 'neutral,' with 'normal' message volume, as of early Friday. The stock has gained a mere 3.8% year-to-date, underperforming the benchmark S&amp;P 500 and Nasdaq indices.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nike-elf-beauty-drpepper-reign-supreme-among-us-teens/ch6anJvR31p">Nike, elf Beauty, Dr Pepper Reign Supreme Among US Teens, Survey Finds</a>

The logo and lettering of global online mail order company Amazon can be seen under the blue sky on the façade of Amazon Germany's headquarters on March 25, 2025.

Amazon Stock: Jim Cramer Thinks It ‘Sure Is Cheaper’, Retail Traders Brace For Breakout In Tepid Year

Commentators are also saying that AMZN's 12-month forward P/E ratio is attractive for entry.

Klarna (KLAR) announced on Thursday that it has partnered with Alphabet’s (GOOG/GOOGL) Google Cloud to utilize the tech giant’s artificial intelligence (AI) across its app.<a href="http://stocktwits.com/symbol/KLAR">Klarna’s stock</a> rose as much as 4.4% at market open. However, retail sentiment on Stocktwits around the shares remained in ‘bearish’ territory. Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/GOOG">Google’s stock</a> edged 0.15% lower but retail sentiment improving to ‘bullish’ from ‘neutral’ territory over the past day.The global digital bank said the partnership aims to enhance personalization and engagement for shoppers. Klarna plans to leverage Google’s AI tools and models to create dynamic digital lookbooks, hyper-targeted marketing campaigns, and improved visual content throughout its app. Early tests reportedly increased app usage by 15% and boosted order volumes by 50%. The app currently has 114 million users, according to the company.Beyond marketing, Klarna intends to apply AI to its image library, tailoring content to individual user preferences and enhancing the overall shopping experience. The partnership will also extend to security, with AI deployed to strengthen fraud detection and anti-money laundering measures through advanced pattern analysis.Klarna went public in September in one of the year’s largest fintech IPOs, priced at $40 per share. Wall Street remains optimistic, with Bank of America, Wolfe Research, UBS, and JPMorgan issuing bullish ratings this week, according to TheFly.BofA initiated coverage with a $51 price target and a ‘Buy’ rating, citing Klarna’s Buy Now, Pay Later (BNPL) model and its significant total addressable market. Wolfe Research gave an ‘Outperform’ rating with a $50 target, noting the company should trade at a premium to growth fintech peers and calling its expansion initiatives “constructive.”Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-ethereum-dip-ahead-of-powell-speech-amid-rising-dollar/ch67FDVR3K0">Bitcoin, Ethereum, And Other Major Cryptocurrencies Dip Ahead Of Powell’s Speech Amid Rising Dollar</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A banner for the online lender Klarna is displayed at the New York Stock Exchange (NYSE) on September 10, 2025 in New York City. (Photo by Spencer Platt/Getty Images)

Klarna Partners With Google Cloud To Deploy AI To Boost App Engagement And Orders 

Klarna reported that early tests using Google Cloud’s AI resulted in a 15% increase in app usage and a 50% boost in order volumes.

Nvidia (NVDA) CEO Jensen Huang reportedly informed employees in a memo to the staff that the company would continue to sponsor H-1 B visas and cover all associated costs."As one of many immigrants at Nvidia, I know that the opportunities we've found in America have profoundly shaped our lives," he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.businessinsider.com/jensen-huang-nvidia-ceo-sponsor-h1bs-memo-2025-10#:~:text=Nvidia%20CEO%20Jensen%20Huang%20told,fee%20on%20each%20new%20application">wrote</a> in the memo, cited by Business Insider. "And the miracle of Nvidia — built by all of you, and by brilliant colleagues around the world — would not be possible without immigration."Huang added that “legal immigration remains essential to ensuring the U.S. continues to lead in technology and ideas,” saying the Trump administration’s “recent changes reaffirm this.”<a href="http://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> was trading flat in midday trade with retail sentiment on Stocktwits around the shares trending in ‘neutral’ territory.&nbsp;The statement follows President Donald Trump’s executive order last month, which imposed a $100,000 fee on each new H-1B visa application, a move that has drawn concern from major U.S. employers. Technology and financial firms have long relied on the program to fill specialized roles, particularly in artificial intelligence and engineering, with recruits from India, China, and other countries.Federal&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.uscis.gov/tools/reports-and-studies/h-1b-employer-data-hub">data</a> from the U.S. Citizenship and Immigration Services (USCIS) shows that Amazon (AMZN) leads with more than 10,000 H-1B visa holders across its subsidiaries as of mid-2025, followed by Tata Consultancy Services (TCS) with about 5,500, Meta Platforms (META) with 5,123, Apple (APPL) with roughly 4,200, and Google with about 4,181 visa holders.The broader stock market was trading in the red on Friday afternoon. The&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY) was down 0.36%, the&nbsp;<a href="http://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF</a> (DIA) slipped 0.23%, and the Nasdaq-100 tracking&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust</a> (QQQ) moved 0.50% lower. Retail sentiment around QQQ on Stocktwits trended in ‘bearish’ territory even as chatter increased to ‘high’ from ‘normal’ levels over the past day.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bnb-token-surges-to-record-high-overtakes-xrp-as-third-largest-cryptocurrency/ch6PaXTR3Wy">BNB Token Surges To Record High, Overtakes XRP As Third-Largest Cryptocurrency</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

U.S. President Donald Trump (L) listens as Nvidia CEO Jensen Huang speaks in the Cross Hall of the White House during an event on "Investing in America" on April 30, 2025, in Washington, DC.  

Jensen Huang Says Nvidia Will Keep Sponsoring H-1B Visas Despite Trump Policy Shift: Report

According to a report by Business Insider, which cited Huang’s memo to staff, the Nvidia CEO stated that immigration has been central to both his own journey and the company’s success.

An equity strategist&nbsp;is weighing all his market optimism on third-quarter earnings, thanks to the ongoing momentum seen in artificial intelligence (AI).&nbsp;While appearing on CNBC’s “Fast Money” segment, Wells Fargo Chief Equity Strategist Ohsung Kwon&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=0PjGOpP5730">said</a> AI matters more to the market than the Fed. The strategist, however, acknowledged the importance of rate cuts in broadening the rally.The strategist noted that in the run-up to the Fed’s September meeting, easing trade happened, with small-cap and homebuilders finding favor among investors. Now that the Fed is officially in an easing cycle, traders are selling the news and rotating back into AI, he added. “I think outside of AI, I'm not really excited about anything,” Kwon said.&nbsp;He believes that for the rally to broaden, the manufacturing purchasing managers’ index (PMI) must exceed 50. “I don’t really see that happening unless rates fall more from here because this has been the most rate-sensitive manufacturing cycle in history,” he added. Wells Fargo forecasts two rate cuts this year and another two next year.Thanks to an AI-fueled rally on the back of AMD’s (AMD) OpenAI deal, the S&amp;P 500 and the major tech indices hit another fresh record. For the year-to-date (YTD) period, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>, an exchange-traded fund (ETF) that tracks the S&amp;P 500 Index, and the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> have gained 15.6% and 19.3%, respectively.&nbsp;On Stocktwits, retail traders remained cautious, with the sentiment toward both the SPY and QQQ ETF remaining ‘bearish’ by late Monday. The message volume on the SPY stream remained ‘high,’ while that on the QQQ was at ‘normal’ levels.&nbsp;The&nbsp;<a href="https://stocktwits.com/symbol/AIQ">Global X Artificial Intelligence &amp; Technology ETF (AIQ)</a> has gained over 32% for the year, while the&nbsp;<a href="https://stocktwits.com/symbol/MAGS">Roundhill Magnificent Seven ETF (MAGS)</a>, which tracks seven mega-cap tech stocks with exposure to AI, has risen 20%.&nbsp;The research firm predicts a 4% earnings beat, on average, for the upcoming reporting season, based on its modeling that analyzed approximately 350 macro variables, led by AI and semiconductor companies. He also said that tariffs didn’t significantly impact the third-quarter results. “I think it's more of a Q4 event and into Q1 because companies carry about 65 days of inventory at the end of Q2, which means that since Aug. 7, their inventories are going to run out in the middle of October to November.”Given his expectations that earnings will grow 11% this year and the next and another 12% in 2027, the strategist predicts low-teens returns for the S&amp;P 500 companies without any multiple growth. Factoring in profits, rates, sentiment and macro, Kwon said the backdrop is positive for equities and the S&amp;P 500 will likely hit 7,200 by year-end 2026.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dow-nasdaq-100-futures-slip-as-risk-appetite-dips/ch6PGgTR3WI">Dow, Nasdaq 100 Futures Slip As Risk Appetite Dips After 7-Day Rally: Strategist Stays Constructive On Equities</a>

Artificial Intelligence and machine learning concept - stock photo (Photo courtesy of Vertigo3d via Getty Images)

Wells Fargo Strategist Downplays Fed Rate Cuts, Says Market Rally Is All About AI

The research firm predicts a 4% earnings beat, on average, for the upcoming reporting season, based on its modeling that analyzed approximately 350 macro variables, led by AI and semiconductor companies.

Listed Funds Trust - Roundhill Magnificent Seven ETF

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