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Safe & Green Holdings Corp. is a design and construction services company, which engages in the provision of code engineered cargo shipping containers. It operates through the following segments: Construction, Medical, Development, and Corporate and Support. The Construction Services segment includes the manufacturing of unit SG ECHO and other modules projects. The Medical segment consists of joint venture COVID-19 laboratory operations. The Development segment focuses on real property development. The Corporate and Support segment includes general corporate expenses such as the executive office, corporate finance, accounting, audit, tax, human resources, risk management, information technology, marketing, and legal groups, corporate overhead, and other items not allocated to any of the company's other segments. The company was founded on December 29, 1993 and is headquartered in Miami, FL.

Safe & Green Holdings Corp

Safe & Green Holdings is trending amid community excitement around a potential short squeeze, with traders actively discussing high short interest and a low float. The stock's price action and volume are fueling speculation about a significant upward move, with some comparing it to past high-flying stocks. Community members are also sharing information related to the company's new integrated energy strategy.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is experiencing erratic trading, with community members debating the causes, including potential short plays and market manipulation, while others urge buying the dip. Despite a UBS price target increase and positive industry reports, the stock's behavior is puzzling some investors, especially as the broader sector trends upward. Discussions also include Micron's position in the AI sector and potential for long-term growth.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is trending following strong earnings, with the community weighing in on the implications for the broader market and AI sector. Bullish sentiment is fueled by raised price targets and confidence in future growth, while some traders express concern about valuation and potential market corrections. Discussions also include the impact of economic data and geopolitical factors on NVIDIA's outlook.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is trending as investors assess the potential impacts of a government shutdown and subsequent SNAP benefit disruptions on the retailer's sales, with community members closely monitoring key support levels. Bullish sentiment remains due to the stock's defensive nature and potential AI integrations, while others express concerns about valuation and upcoming earnings. Additionally, discussion includes Walmart's move to sell rare sneakers and partnerships with Eli Lilly for drug distribution.

TMC the metals co., Inc. is a deep-sea minerals exploration company focused on the collection and processing of polymetallic nodules found on the seafloor in international waters of the Clarion Clipperton Zone in the Pacific Ocean (CCZ). These nodules contain high grades of four metals (nickel, copper, cobalt, manganese) which can be used as (i) feedstock for battery cathode precursors (nickel, cobalt and manganese sulfates, or intermediate nickel-copper-cobalt matte) for electric vehicles (EV) and renewable energy storage markets, (ii) copper cathode for EV wiring, energy transmission and other applications and (iii) manganese silicate for manganese alloy production required for steel production. The company was founded in 2021 and is headquartered in Vancouver, Canada.

TMC the metals company Inc

TMC is trending amid discussions about potential U.S. government backing and permitting progress for deep-sea mining, spurred by recent comments from political figures and analyst ratings. Community members are weighing the potential for short squeezes and long-term growth in the critical minerals sector. Recent price action and high call option volume are fueling speculation about a potential rally.

PACS Group, Inc. is a holding company, which engages in the provision of post-acute healthcare facilities, professionals, and ancillary services. It provides senior care, assisted living, and independent living options in some of the communities. The company was founded by Jason Murray and Mark Hancock in 2013 and is headquartered in Farmington, UT.

PACS Group Inc.

PACS Group is trending following a notable pre-market surge and the release of upbeat full-year guidance, sparking considerable community discussion around potential short squeezes and analyst price targets. The stock's movement is also being discussed in the context of a possible rotation into small caps after strong performance from large-cap stocks. Community members are actively debating fair value estimates, the impact of past compliance issues, and the potential for PACS to trade at multiples comparable to its peers.

Bath & Body Works, Inc. is a specialty retailers and home to America’s Favorite Fragrances, offering a breadth of exclusive fragrances for the body and home, including the selling collections for fine fragrance mist, body lotion and body cream, 3-wick candles, home fragrance diffusers and liquid hand soap. The company was founded by Leslie Herbert Wexner in 1963 and is headquartered in Columbus, OH.

Bath & Body Works Inc

BBWI is trending due to recent earnings and forward guidance, sparking mixed reactions within the investment community. While some highlight the company's strong fundamentals and growth potential, others express concern over lowered guidance and the broader retail environment. Community discussions revolve around potential recovery, valuation, and strategic direction.

Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks ($PANW) is trending amid discussions around its recent earnings, where strong results were overshadowed by investor concerns about the acquisition of Chronosphere. Community chatter revolves around analyst upgrades and price target adjustments, with some traders eyeing a potential breakout while others express skepticism about the stock's valuation and near-term direction in the cybersecurity sector.

Aduro Clean Technologies, Inc. engages in the manufacture of oils and specialty chemicals using waste plastics. It focuses on hydrochemolytic technology to transform post-consumer polymer waste into a resource for the circular economy. It also develops a novel chemical conversion process to transform waste plastics and low grade renewable oils into renewable fuels and specialty chemicals. The company was founded on January 10, 2018 by Ofer Vicus and William Marcus Trygstad and is headquartered in Sarnia, Canada.

Aduro Clean Technologies Inc

Aduro Clean Technologies is trending following reports of successful pilot-scale steam-cracking of plastic-derived hydrochemolytic oil, marking a significant milestone in its commercialization pathway. The community is excited about the potential impact on the oil industry and the prospect of shaking up the sector with innovative technology. Community members are closely watching for commissioning updates from the pilot plant, with some expressing bullish sentiment.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is trending downwards, with community members citing potential reasons such as bearish sentiment from the CEO's recent conference and tax-loss harvesting, despite strong financials and buybacks; some believe it is being heavily shorted with a possible takeover in sight. The community is actively debating whether the stock is undervalued or a value trap, and whether the current management is capable of turning the company around.

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<ul class="summary-bullets"><li>“When the animal spirits are kicking in and when there is a clear advantage being struck by winning companies, they want alpha,” — Pick.</li><li>Earlier, Goldman Sachs CEO David Solomon said that there is a greater appetite for investments in Chinese companies than 12 months ago, after valuations became more attractive.</li><li>Pick further stated that China is offering a blueprint to its neighbor, India, to build its own global industry champions and homegrown leaders.</li></ul>Morgan Stanley CEO Ted Pick reportedly said on Tuesday that China has held its place as a top draw for global asset managers amid a return of confidence, with investors agreeing that the world’s second-most liquid market is too big to ignore.According to a Bloomberg News <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-11-04/morgan-stanley-ceo-says-asset-managers-want-china-exposure">report</a> citing a television interview with Pick, the Wall Street lender’s top boss said that asset managers were underweight on China, with exposure becoming more passive and beta-driven when times were tough, and that it has once again become a destination for investment, with momentum returning.<h2 class="st-heading-2">Wall Street CEOs Acknowledge Return Of The ‘Alpha’</h2>Speaking on the sidelines of Hong Kong’s annual financial summit, Pick joined a rising number of Wall Street banks and asset managers to express enthusiasm for the world’s second biggest economy after a few years of slowdown following strict pandemic restrictions, regulatory crackdowns, and real estate turmoil.Beijing has stepped in increasingly to bolster economic growth by injecting liquidity, easing foreign inflows, and offering incentives to boost consumption amid the uncertain economic policies of the Trump administration, which have affected its exports.<blockquote>“When the animal spirits are kicking in and when there is a clear advantage being struck by winning companies, they want alpha,” Pick reportedly said. “They want company-specific allocations — that’s when the new-issue environment becomes so important.”</blockquote>The iShares China Large-Cap ETF has jumped 32.6% this year, and the iShares MSCI China ETF has risen over 37%. This compares with nearly 16% gains in the SPDR S&amp;P 500 ETF and over 22% rise in Invesco QQQ Trust Series 1 ETF, which tracks the Nasdaq 100 companies.Retail sentiment on Stocktwits about the <a href="https://stocktwits.com/symbol/FXI">iShares China Large-Cap ETF</a> (FXI) was in the ‘bullish’ territory at the time of writing.<figure class="image"><img style="aspect-ratio:795/99;" src="https://news.stocktwits-cdn.com/FXI_Nov_4_JPG_14e9276cb2.webp" alt="FXI’s Sentiment Meter and Message Volume as of 03:05 a.m. ET on Nov. 4, 2025 | Source: Stocktwits" width="795" height="99"><figcaption>FXI’s Sentiment Meter and Message Volume as of 03:05 a.m. ET on Nov. 4, 2025 | Source: Stocktwits</figcaption></figure>Earlier, Goldman Sachs CEO David Solomon said that there is a greater appetite for investments in Chinese companies than 12 months ago, after valuations became more attractive.India Moving Beyond ‘Plus-One’ StatusPick further stated that China is offering a blueprint to its neighbor, India, to build its own global industry champions and homegrown leaders that can transform its economy. Asia's third-largest economy is learning to move beyond its “plus-one” status and begin creating its own international leaders, he reportedly added.He added that for Morgan Stanley, the two markets are among the most exciting places to operate, with each offering scale, ambition, and a growing roster of companies ready to compete on the world stage. “I like India, but I like China. You don’t have to make the choice,” he said.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/state-street-chief-o-hanley-dubs-trump-s-immigration-policies-anti-growth/cL282uoR3Cl">State Street Chief O’Hanley Dubs Trump’s Immigration Policies ‘Anti-Growth’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A view of the Chinese National Flag. On Wednesday, 27 September 2017, in Badaling, Yanqing District, Beijing, China. (Photo by Artur Widak/NurPhoto via Getty Images)

Morgan Stanley Chief Ted Pick Proclaims China As Top Draw For Asset Managers

The Wall Street lender’s top boss said that asset managers were underweight on China when times were tough, and that it has once again become a destination for investment.

Equity

<ul class="summary-bullets"><li>The move follows a trade truce between China and the U.S. last week.</li><li>The two sides agreed to lower tariffs and resolve trade issues related to U.S. soybeans and Chinese rare earths, among other matters.</li><li>President Trump called his Oct. 30 meeting with Chinese President Xi Jinping “amazing.”</li></ul>The U.S. is expected to remove port fees for a year on China-lined vessels, and Beijing said it would suspend the countermeasures it imposed in retaliation, according to a White House fact sheet.The move follows a truce reached by the two sides to ease trade relations, following a meeting between U.S. President Donald Trump and Chinese President Xi Jinping in South Korea on October 30.The mutual imposition of port fees on each other’s vessels threatened to disrupt global shipping, raise freight rates, and hinder the flow of goods, including key commodities such as oil.Briefing reporters at the time, Trump&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trumps-amazing-meeting-with-chinas-xi-yields-major-trade-wins/cLGFlXCR3Dl">called</a> the meeting “amazing.” Consultations achieved “positive results” based on “equality, respect, and mutual benefit, China said in a statement later.The White House fact sheet noted that China will remove all barriers for U.S. imports to the country, end its expansive export controls on rare earths, resume purchases of U.S. soybeans, and curb illegal export of fentanyl.“The United States will suspend for one year, starting on November 10, 2025, implementation of the responsive actions taken pursuant to the Section 301 investigation on China’s Targeting the Maritime, Logistics, and Shipbuilding Sectors for Dominance,” the fact sheet read.The development marks a major de-escalation in global trader relations and is a significant positive for global markets. The <a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF Trust (SPY)</a> gained 0.7% last week, while <a href="https://stocktwits.com/symbol/MCHI">iShares MSCI China ETF (MCHI)</a>, which tracks Chinese stocks listed in the U.S., was down 1.5%.The Stocktwits sentiment for the tickers was ‘bearish’ and ‘neutral,’ respectively, as of early Monday.For updates and corrections, email newsroom[at]stocktwits[dot]com.

U.S. President Donald Trump and Chinese President Xi Jinping shake hands as they depart following a bilateral meeting at Gimhae Air Base on October 30, 2025 in Busan, South Korea. 

US To Suspend Port Fee On China-Linked Vessels from Nov 10: White House

Last week, the two sides agreed to lower tariffs and resolve trade issues related to U.S. soybeans and Chinese rare earths, among other matters.

<ul class="summary-bullets"><li>The one-year trade truce between the U.S. and China includes tariff rollbacks, eased export controls, and commitments from Beijing to boost American agricultural imports.</li><li>Both countries continue pursuing economic independence, with Washington strengthening alliances in Asia and Beijing advancing its tech-focused five-year plan.</li><li>Xi’s remarks, delivered at the APEC summit in South Korea, emphasized cooperation amid growing global trade fragmentation.</li></ul>Chinese President Xi Jinping urged global leaders not to “break supply chains,” in his first public remarks since reaching a one-year trade truce with U.S. President Donald Trump.&nbsp;Speaking Friday at the Asia-Pacific Economic Cooperation (APEC) summit in Gyeongju, South Korea, Xi said trade partners should “seek more points of convergence” and “support the opening up and development of supply chains,” according to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-10-31/xi-calls-for-stable-supply-chains-after-sealing-truce-with-trump">report</a>.“We must adhere to the principle of joining hands rather than letting go, and extending rather than breaking supply chains,” Xi said, calling for “genuine multilateralism” in a nod to global cooperation amid growing trade fragmentation.Among those attending was the U.S. Treasury Secretary Scott Bessent, who has led Trump’s trade negotiations with China and other economies subject to sweeping U.S. tariffs.<h2 class="st-heading-2">The One-Year Truce</h2>Xi’s remarks came a day after his meeting with Trump in Busan, where the two leaders agreed to pause their long-running trade fight for a year. Under the deal, the U.S. will roll back some tariffs and ease export controls, while China will increase its purchases of American soybeans and hold off on new limits on rare earth exports.Trump described the meeting as “amazing,” while Xi said dialogue is always better than confrontation. The limited agreement is expected to ease months of escalating trade tensions that have disrupted global supply chains, though it falls short of addressing deeper issues in the U.S.-China economic rivalry.<h2 class="st-heading-2">Decoupling Still Underway</h2>Despite the truce, both countries are moving to reduce mutual dependence. Trump used his broader Asia visit to strengthen ties with Japan and South Korea, securing investment pledges in shipbuilding and rare earths to enhance U.S. leverage in future talks.China, meanwhile, is pushing ahead with its five-year plan centered on achieving breakthroughs in high-end semiconductor technology and building supply chains independent of the U.S.<h2 class="st-heading-2">Stocktwits Traders Show Mixed Sentiment</h2>On Stocktwits, sentiment for the S&amp;P 500 (SPY) was ‘bearish’ amid ‘high’ message volume, while the Nasdaq 100 (QQQ) saw ‘extremely bearish’ sentiment with similarly ‘high’ activity. In contrast, traders discussing the iShares MSCI China ETF (MCHI) were ‘bullish’, though message volume was ‘low.’So far this year,&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPY</a> is up 17% and&nbsp;<a href="https://stocktwits.com/symbol/QQQ">QQQ</a> has gained 23%, while&nbsp;<a href="https://stocktwits.com/symbol/MCHI">MCHI</a> has outperformed both with a 39% rise year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration portraits of US President Donald Trump and Chinese President Xi Jinping are displayed on computer screen as US flag is seen in Ankara, Turkiye on April 10, 2025. 

Xi Warns World Leaders Not To Break Supply Chains After Trump Trade Truce; Calls For ‘Genuine Multilateralism’

The one-year trade truce between the U.S. and China includes tariff rollbacks, eased export controls, and commitments from Beijing to boost American agricultural imports.

<ul class="summary-bullets"><li>The two sides will discuss key economic and trade issues within the purview of the critical consensus reached between the heads of state during earlier phone calls.</li><li>Washington, meanwhile,&nbsp; is considering software export curbs to China in response to Chinese rare earths export restrictions.</li><li>China and the U.S. have held high-level discussions four times this year on the tariff impasse.</li></ul>A significant headwind that has tempered market optimism in recent sessions may soon be resolved, with the Chinese Commerce Ministry reportedly confirming that bilateral talks will be held between both sides in Malaysia from Oct. 24 to 27.<h2 class="st-heading-2">The Two Meet Again</h2>Chinese Vice-Premier He Lifeng, who is the country’s top trade negotiator, will lead a delegation to Malaysia to hold economic and trade consultations with the U.S. side, the Chinadaily.com&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.chinadaily.com.cn/a/202510/23/WS68f9d827a310f735438b689c.html">reported,</a> citing a spokesperson of the ministry. The two sides will discuss key economic and trade issues within the purview of the critical consensus reached between U.S. President Donald Trump and his Chinese counterpart, Xi Jinping, during their phone calls held earlier this year.<h2 class="st-heading-2">Market Stays Skeptical</h2>Amid the development, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>,&nbsp;an exchange-traded fund that tracks the S&amp;P 500 Index, ticked up 0.04% in Thursday’s early premarket session, while the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> ETF, which tracks the Nasdaq 100 Index, was also up marginally. On Stocktwits, retail sentiment toward the SPY ETF was ‘bullish’ early Thursday, while that toward the QQQ ETF remained ‘extremely bearish.’ The message volume on both streams remained ‘high.’The SPY and QQQ ETFs are up 15% and 19%, respectively, for the year-to-date period, compared to the 36% gain for the iShares&nbsp;<a href="https://stocktwits.com/symbol/MCHI">MSCI China ETF (MCHI)</a>.China and the U.S. have held high-level discussions four times this year about the tariff impasse, with the last meeting held in Stockholm, Sweden, discussing mainly economic issues and a potential takeover deal for the U.S. unit of TikTok.&nbsp;<h2 class="st-heading-2">US Mulling Software Curbs</h2>In the meantime, Washington has hardened its stance against China. U.S. Treasury Secretary Scott Bessent reportedly<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/10/23/us-china-software-export-curbs-bessent-trump-xi-meeting.html"> told</a> CNBC that the U.S. is considering curbs on software-related exports to China in response to Chinese rare earths export restrictions. “Everything is on the table,” Bessent said. “If these export controls, whether it’s software, engines or other things happen, it will likely be in coordination with our G-7 allies.”Trump reportedly said on Wednesday that he had a long meeting scheduled with Xi when the two meet in South Korea during his diplomatic trip to the country next week. The two sides will likely discuss China’s soybean purchase from the U.S. and curbs on nuclear weapons.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/elon-musk-tips-hat-to-sundar-pichai-for-google-s-latest-quantum-leap/cLG49mqR3Ag">Elon Musk Tips Hat To Sundar Pichai For Google's Latest Quantum Leap: 'Congrats'</a>

China Confirms High-Level Trade Talks With US In Malaysia Amid Lingering Trade Frictions

The two sides will discuss key economic and trade issues within the purview of the critical consensus reached between the heads of state during earlier phone calls.

ETFs in Focus as China's Economic Growth Slows in Q3

China's GDP slows to 4.8%, raising hopes of policy easing. Likely rate cuts may drive ETFs like KWEB, CQQQ, FXI & MCHI in the coming months.

China’s top political leadership will reportedly draw up a five-year plan to buoy domestic manufacturing when it meets this week, even as the U.S.-Chinese trade standoff continues to be a significant headwind.&nbsp;Goldman Sachs’ Chief China Economist Hui Shan said, “The meat of the 15th five-year plan probably will be to show determined support for technology, innovation and security,” according to a Financial Times&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/ba6a1a51-70a0-4a24-a97e-dcf123467c53">report</a>.&nbsp;The report stated that at the four-day “fourth-plenum” meeting that kicks off on Monday, the Central Committee of the Chinese Communist Party will discuss the details of the country’s 15th five-year plan, emphasizing the importance of consumption.Data released by the Chinese National Bureau of Statistics (NBS) showed that the <a href="https://stocktwits.com/news-articles/markets/equity/china-s-gdp-growth-slows-amid-renewed-trade-tensions-with-us/ch6CKO6R3oZ">country’s economy grew 4.8% year-over-year</a> (YoY) in the third quarter, the slowest in a year, but aligning with the consensus estimate, with fixed-asset investment serving as a drag,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/10/20/china-economic-growth-gdp-september-third-quarter-q3-retail-sales-industrial-output-urban-investment-fixed-income.html">according</a> to CNBC.The&nbsp;<a href="https://stocktwits.com/symbol/MCHI">iShares MSCI China ETF (MCHI)</a> has soared over 36% this year, outperforming the U.S. tech-focused index, the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> (+18.6%), and the broader&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a> (+14.4%).China To Double Down On Tech ThrustThe FT report said the next five-year plan will be formally released in March, although the blueprint will be laid out during the week’s meeting. Aligning with President Xi Jinping’s thrust on technological and industrial self-reliance to break free of the dependence on Western economies, led by the U.S., Beijing will likely signal heavy state-led investment in cutting-edge technologies.Conference Board’s Principal Economist of the China Center, Yuhan Zhang, reportedly said the next five-year plan will “continue channeling resources towards strategic emerging industries such as AI, new energy, new materials, advanced manufacturing, and ‘future industries’ like brain-computer interfaces.”“State-directed investments in new productive forces and infrastructure aim to expand ‘the means of production’, create jobs, attract private capital, and strengthen economic and technological autonomy while asserting China’s global influence.”According to FT, domestic demand wouldn’t be the thrust for the next five-year plan, and the government will likely announce more efforts to boost consumption. Economists expect the plan to incentivize government officials at all levels to increase household spending by setting numerical targets.Neil Thomas, fellow on Chinese Politics at the Center for China Analysis at the Asia Society, said, “Perceptions in Beijing of the external environment have darkened, with US politics intensifying global uncertainty and economic risk.”“Hence Xi’s emphasis on investment in new technologies, which not only gave China a technological edge but also aimed to lift productivity — the key to future economic growth.”Why China’s Chasing Tech EminenceThe ongoing tariff tussle between the U.S. and China threatens to widen the lag the latter has with the former in technology. Washington curbed exports of high-performance chips manufactured by U.S. tech companies such as Nvidia and AMD to China, applying brakes on the latter’s progress in artificial intelligence.&nbsp;With rare earths now taking the center stage in the latest escalation of the trade war between the two countries, U.S. President Donald Trump has warned of levying 100% tariffs on China. He, however, has softened his stance since then. In an interview with Fox News “Sunday Morning Futures,” Trump said, “I'm not looking to destroy China.”“China has built their military because of us. China has taken out trillions and trillions of dollars. Now they've forced me to charge them what is the equivalent of 155 to 157,"&nbsp;he added.&nbsp;Trump, however, expressed confidence in a resolution when he meets with his Chinese counterpart, likely in two weeks.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/skyworks-qorvo-downgraded-to-sell-on-macro-lackluster-i-phone-shipments/ch6CiGtR3oS">Apple Suppliers Skyworks, Qorvo Downgraded To Sell: Analyst Cites Tougher Macro Backdrop, Lackluster iPhone Shipments</a>

Abstract AI Symbol Hovering Above Chinese Flag – Representing AI Innovation and Technology in China - stock photo courtesy of J Studios via Getty Images

China’s Next 5-Year Plan to Prioritize AI And Other Cutting-Edge Tech, Innovation Amid US Trade Tensions: Report

Beijing will likely signal heavy state-led investment in cutting-edge technologies at a key meeting of the Chinese Communist Party’s Central Committee.

China's economic growth slowed for a second straight quarter&nbsp;from July to September, official data released on Monday showed, underscoring headwinds from U.S. tariffs and weakness in some local industries.The gross domestic product (GDP) grew 4.8% year-over-year, in line with economists' estimates from Reuters. However, the rate was lower than the 5.2% growth in the April-June period and 5.4% in the January-March period. China is aiming for full-year growth of around 5%.What The Data RevealsThe world's second-largest economy continues to grapple with a host of challenges, including renewed trade tensions with the United States, weak domestic demand, and a persistent slump in the property market.Retail sales, a major gauge of consumption, rose by 3% in September, down from 3.4% in August. Industrial output grew by 6.5% last month, accelerating from a 5.2% rise in August.Private investment, a gauge of investor confidence, declined by 3.1% in the first nine months of the year, compared with a 2.3% decline in the January-August period last year.Other Economic IndicatorsMeanwhile, other economic indicators released on Monday will also likely weigh on trading in the Chinese market. The country's central bank kept the benchmark lending rates unchanged for the fifth consecutive month, in line with expectations.Chinese President Xi Jinping and the country's top leaders, known as the Central Committee, will convene for the "Fourth Plenum" on Monday, a three-day closed-door meeting to discuss China's next five-year plan.Separately, data from China's customs department showed that the country's exports to North Korea, a heavily sanctioned nation, rose 30.75% year-over-year last month, according to a Reuters report. They included soybean oil, processed hair and wool for wig-making, petroleum bitumen, and granulated sugar.Market SnapshotDespite economic headwinds, Chinese stocks — including U.S.-listed ones — are rallying, driven by AI-fueled gains in Alibaba and other major tech firms.So far this year, the iShares MSCI China ETF (MCHI), which tracks major Chinese companies, and the KraneShares CSI China Internet ETF (KWEB), which tracks Internet and tech companies, have gained around 37%. That's three times the 12.7% gains in the SPDR S&amp;P 500 ETF Trust (SPY), which tracks the benchmark S&amp;P 500 stocks.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A man pushes a stroller with a baby near a Chinese national flag at a scenic spot. (Photo by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

China's GDP Growth Slows Amid Renewed Trade Tensions With US

GDP grew 4.8% in the third quarter, deaccelerating from the 5.2% growth in the April-June period and the 5.4% in the January-March period.

The Chinese government reportedly confirmed that Beijing and Washington held working-level talks on Monday, but urged the U.S. to show sincerity to resolve the differences. The comments came after U.S. President Donald Trump struck a conciliatory tone on Sunday and assuaged concerns about an escalation in the trade ties between the countries.&nbsp;“The U.S. cannot engage in dialogue while intimidating and threatening to impose new restrictions. This is not the right way to deal with China,” the Chinese Ministry of Commerce said on Tuesday,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.scmp.com/economy/china-economy/article/3328883/china-and-us-held-working-level-talks-monday-despite-trade-spat?module=top_story&amp;pgtype=homepage">according</a> to the South China Morning Post. “China urges the US to immediately correct its wrong practices and show sincerity for dialogue.”Trump warned last week that he would impose triple-digit tariffs on China after Beijing tightened its control on rare earths. These critical materials are essential in manufacturing a host of items, including electronics, automobiles, and semiconductors. The warning sent stocks into a tailspin on Friday.&nbsp;The U.S. President, however, said on Sunday not to worry about&nbsp;China and that “It will all be fine!”&nbsp;but added that “President Xi just had a bad moment. He doesn’t want Depression for his country, and neither do I,” he added.&nbsp;The market latched onto Trump’s comments, construing them to be positive, and rebounded on Monday. The&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a> and the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a>, which track the S&amp;P 500 and the Nasdaq 100 indices, rose 1.53% and 2.12%, respectively. The SPY and QQQ ETFs have gained 14% and 18%, respectively, for the year-to-date period. The&nbsp;<a href="https://stocktwits.com/symbol/MCHI">iShares MSCI China ETF (MCHI)</a>, which climbed 3.11% on Monday, has rallied 36.5% this year.On Stocktwits, retail sentiment toward SPY ETF remained ‘neutral’ by late Monday, while that&nbsp;of the QQQ ETF stayed ‘bearish.’ The message volume on both streams was at ‘high’ levels. The MCHI ETF drew ‘bullish’ sentiment from among retailers on the platform, an improvement from the ‘neutral’ mood seen the previous day. The message volume, however, remained ‘low.’The SCMP report also noted that the MoC said that the two sides have maintained communication under the framework of a bilateral economic and trade consultation mechanism, which was established during trade negotiations earlier this year.China’s most recent comments came after U.S. Trade Representative Jamieson Greer said in a TV interview on Sunday that the Chinese declined to have a phone call when the U.S. wanted clarification on Beijing’s expansion of rare earth export controls.&nbsp;China refuted&nbsp;Greer’s comments, saying that China had communicated about the expanded controls. “China’s export controls do not equate to a ban on exports; applications that comply with regulations will be approved as always, working together to maintain the security and stability of the global industrial and supply chains,” the MoC stated. “In contrast, the U.S. has long generalized the concept of national security, abused export controls, and adopted discriminatory practices against China.”For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-s-dgx-spark-lands-at-starship-hq/ch6mBL1R3la">Nvidia’s DGX Spark Lands At Starship HQ As Jensen Huang Hand-Delivers It To Elon Musk</a>

American and Chinese flags flanking photo of cargo ships - stock photo courtesy of TGI/Tetra Images via Getty Images

Beijing Confirms Dialogue With US But Warns ‘Intimidation’ Not The Way To Deal With China

China stated that the two sides have maintained communication under the framework of a bilateral economic and trade consultation mechanism established earlier this year.

Retail traders were buzzing about Alibaba late Tuesday, following the release of its largest Qwen AI model and rise in the company's Hong Kong shares.On Stocktwits, BABA was the top trending ticker, even as retail sentiment for the stock was 'bearish' as of the last reading. Notably,&nbsp;<a href="https://stocktwits.com/symbol/BABA">BABA stock</a> has climbed sharply, rising about 37% since the company's quarterly report on Aug. 29.<figure class="image"><img style="aspect-ratio:479/71;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_24_at_9_40_46_AM_png_5bf90c618d.webp" alt="Screenshot 2025-09-24 at 9.40.46 AM.png" width="479" height="71"><figcaption>BABA sentiment and message volume as of September 23 | Source: Stocktwits</figcaption></figure>The Chinese tech giant announced Wednesday (early morning Beijing time) Qwen3-Max. The model, its largest to date, uses 1 trillion parameters and shows particular strength in code generation and autonomous agent capabilities.The model was unveiled at Alibaba's annual Apsara Conference, currently underway in Hangzhou, China. Alibaba's shares (9988.HK) were up nearly 7% in afternoon trading in Hong Kong.Investors and the tech industry are seemingly impressed by the speed of Alibaba's AI innovation. The company has rolled out several new Qwen models, including the predecessor Qwen2.5-Max, as well as new multi-modal and code generation-focused models, this year.Alibaba is also advancing tech areas such as&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/alibaba-stock-rises-over-2-premarket/chDGSBYRdCr">custom chip development</a> and striking frequent&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/alibaba-leads-60-m-financing-in-ai-video-tool-pix-verse-s-parent-a-isphere/chwNaMlRdHM">investment deals</a> with tech startups.Separately, investor Cathie Wood's ARK Investment Management bought Alibaba shares on Monday, after&nbsp;a four-year hiatus. That move is seen as a key bullish signal.Stocktwits users were forecasting $200 and even $300 levels for Alibaba's U.S. stock, which closed $163.08 on Tuesday.Last week, Susquehanna raised its price target on Alibaba to $190 from $175 and kept a 'Positive' rating on the shares. The firm stated that while the company's first-quarter results were more mixed overall, AI and Cloud revenue growth continued to accelerate, driven by faster public cloud adoption and strong demand for AI-related products.&nbsp;Year-to-date, BABA has gained over 95%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/has-costco-removed-xbox-from-its-us-uk-online-stores/chDKFCFR3dO">Has Costco Removed Xbox From Its US And UK Online Stores?</a>

Alibaba Group office building in Chongqing Municipality, China, pictured on March 23, 2025. (LI HONGBO/Feature China/Future Publishing via Getty Images)

Alibaba Retail Buzz Heats Up On Biggest AI Model Unveiling Yet, Stock Jumps In Hong Kong

With its U.S. shares up over 95% this year, thanks to a fast pace of AI rollout, Alibaba is at the top of investors' radar.

A long-awaited meeting between U.S. President Donald Trump and Chinese President Xi Jinping is more likely to take place in 2026 than this fall, despite Trump hinting otherwise last week.U.S. Ambassador to China David Perdue said Tuesday that while the presidents are “looking forward” to meeting, the timeline has shifted. He spoke alongside a bipartisan delegation of lawmakers on the first congressional trip to Beijing since 2019, according to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/09/23/trump-xi-meeting-likely-to-happen-early-next-year-says-ambassador.html">report</a>.The group, led by Rep. Adam Smith, met Premier Li Qiang and Vice Premier He Lifeng to discuss the recent Trump–Xi call, as well as tensions over TikTok’s ownership. Smith said communication between the two sides remains difficult, noting they are “still talking past each other.”Last week, Trump said that trade talks in Madrid&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-hints-at-tik-tok-deal-after-us-china-trade-talks-in-europe/chwwaeBRdUX">“went very well,”</a> hinting at progress on a potential TikTok deal as a U.S. ban loomed. Treasury Secretary Scott Bessent confirmed at the time that negotiators had reached a “framework” agreement to pivot TikTok toward U.S. ownership.&nbsp;The talks also drew attention after China’s antitrust regulator announced that Nvidia&nbsp;had violated monopoly rules, prompting concerns over the timing, as discussions were underway.Perdue called the relationship between Trump and Xi “encouraging,” even as Beijing’s readout of their recent call made no mention of meeting plans that Trump outlined on social media.On Stocktwits, retail sentiment was ‘bullish’ for the SPDR S&amp;P 500 ETF Trust (SPY) and the iShares MSCI China ETF (MCHI), with high message volume for SPY and low for MCHI, while sentiment on the Invesco QQQ Trust (QQQ) was ‘neutral’ despite high activity.So far this year,&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPY</a> is up 14.8% and&nbsp;<a href="https://stocktwits.com/symbol/QQQ">QQQ</a> has gained 18.2%, while&nbsp;<a href="https://stocktwits.com/symbol/MCHI">MCHI</a> has outperformed with a 38.9% rise.For updates and corrections, email newsroom[at]stocktwits[dot]com.

So far this year, SPY is up 14.8% and QQQ has gained 18.2%, while MCHI has outperformed with a 38.9% rise. (Photo credit: Getty Images)

Trump-Xi Meeting Likely Delayed To 2026 Despite Hints Of A Fall Summit Amid TikTok And Trade Tensions

 U.S. Ambassador to China David Perdue said the timeline for the Trump–Xi summit has shifted, even as both leaders signal interest in meeting.

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