SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

SSgA Active Trust - SPDR S&P 500 ETF Trust

SPY is experiencing significant volatility driven by President Trump's recent actions regarding Greenland and subsequent threats of substantial tariffs against European nations. The market community is sharply divided, with many bears predicting a major downturn, while bulls are actively preparing to "buy the dip" amidst broader uncertainty over global trade relations and geopolitical stability.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is trending as renewed geopolitical tensions stemming from discussions around Greenland and potential tariffs from former President Trump on European goods spark significant market conversation. The community is split between fears of a deeper market pullback and those anticipating a swift "buy the dip" recovery, driven by the index's historical resilience amidst political volatility and upcoming tech earnings.

RAGE GUY (RAGE) is a cryptocurrency inspired by the Rage Guy meme, one of the earliest and most recognizable characters from internet rage comics. The project captures the cultural legacy of early meme history and brings it onto the blockchain in tokenized form. It is designed as a community-driven digital asset that celebrates internet culture, nostalgia, and the role memes play in shaping online communities.

Rage Guy

RAGE CRYPTO is trending as its highly engaged community champions the "OG meme" narrative of Rage Comics, positioning it as a "foundational meme reset" for the current market cycle. This dedicated base actively builds an ecosystem with platforms like RageMaker and RageGames, expressing strong conviction and urging fellow enthusiasts to "Return to the Memes" and "Rage On" to reclaim leadership in the meme coin space.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is trending as Elon Musk announces rapid advancements in AI chip development (AI5, AI6) and plans for a "TeraFab" to boost production, sparking widespread community debate. This ambitious AI push is met with bullish excitement for future robotaxi and robotics potential, while skeptics point to reported softness in global vehicle sales across various regions and intensifying competition. The upcoming earnings report serves as a key point of focus for investors evaluating these contrasting narratives.

$SWEAT is the beating heart of the Movement Economy—a groundbreaking token that transforms physical activity into real-world value. Minted through movement, $SWEAT rewards your steps with a crypto asset that you can earn, trade, or grow. The team states that their app has increased their users’ physical activity by an average of 20%, creating a healthier society and reducing burdens on global healthcare systems. With over 20 million holders, SWEAT is eliminating barriers and making Web3 accessible to everyone, one step at a time.

Sweat Economy

Sweat Economy ($SWEAT) is actively trending as its move-to-earn crypto model, rewarding users for physical activity, gains renewed community interest amidst recent token burns aimed at boosting scarcity. Investors are discussing its long-term potential, pointing to staking opportunities and expanding Web3 ecosystem utility, with many urging others not to overlook its future growth.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

GLD is experiencing a significant surge to new all-time highs, propelled by escalating geopolitical tensions, including recent tariff threats against Europe and broader global instability. The community is actively discussing whether this rally reflects a critical flight to safety amidst concerns over the US dollar's strength and eroding confidence in fiat currencies, with many anticipating sustained upward momentum for precious metals.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is trending due to rising geopolitical tensions between the U.S. and Europe, sparked by discussions around potential tariffs related to Greenland, with many attributing the recent market dip to these political actions. The community remains divided, with some anticipating further declines amid broad selling pressure, while others view the current pullback as a buying opportunity, especially with the Digital Asset Market Clarity Act markup scheduled.

Venus Concept, Inc. is a global medical technology company, which engages in the business of developing, commercializing, and selling minimally invasive and non-invasive medical aesthetic and hair restoration technologies. It operates under the United States and International geographical segments. The company was founded on November 22, 2002 and is headquartered in Toronto, Canada.

Venus Concept Inc

Venus Concept (VERO) is trending amid intense debate following Madryn Asset Management's reported 91% ownership stake. Bulls are aggressively pushing the narrative that this unprecedented "float lock" will lead to astronomical gains by neutralizing short-selling pressure. However, a strong contingent of skeptics warns of weak company fundamentals and suggests the large stake could ultimately lead to privatization or delisting, casting the recent surge as an unsustainable pump-and-dump.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals Corp. is drawing immense attention as renewed geopolitical interest in Greenland by former President Trump intensifies the focus on the island's vast rare earth deposits. The community is actively discussing CRML's strategic position with its Tanbreez project and significant international processing partnerships, anticipating its crucial role in securing critical mineral supply chains.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group is trending as discussions erupt over former President Trump's recent stance on Greenland, including potential tariffs on European nations and perceived links to the Nobel Peace Prize. The community is sharply divided, with some expressing concern over escalating geopolitical tensions and market uncertainty, while others laud the assertive "America First" strategy. These developments are amplifying debates on global trade relations and international alliances.

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

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 China ETFs in Focus as Beijing's Trade Surplus Touches Record $1.2T

China's record $1.19T trade surplus amid tariffs puts China ETFs like MCHI in focus, as exports pivot beyond the US and high-tech shipments surge. 

China's BYD Beats Tesla as 2025's Top EV Seller: ETFs in Spotlight

BYD overtakes Tesla as the world's top EV seller in 2025, reshaping the EV landscape and putting ETFs with BYD exposure in focus.

In this photo illustration US flag is displayed on computer screen while Chinese flag is displayed on mobile phone screen. (Photo by Dilara Irem Sancar/Anadolu via Getty Images)

China Tech Is Back — AI Boom Drives Hong Kong Stocks To Best Run In 8 Years

Hong Kong’s benchmark Hang Seng Index rose 26.7% – its best annual gain since 2017 – while the Shanghai Composite Index climbed 19.7%, its best performance in six years.

Equity

Mainland Chinese firms dominate the Hong Kong Stock Exchange.

<ul class="summary-bullets"><li>He cited progress under the current Five-Year Plan and gains in economic and technological capacity.</li><li>Beijing is tightening its push for domestic semiconductor equipment and self-reliance.</li><li>The outlook emphasized growth and manufacturing recovery ahead of 2026.</li></ul>Chinese President Xi Jinping reportedly used his New Year’s Eve address to project confidence in China’s development model, highlighting advances in AI, semiconductors, robotics and defense as evidence that the country is building momentum despite external pressure.<h2 class="st-heading-2">AI, Chips Take Center Stage In Xi’s Outlook</h2>Xi said innovation remains a key focus of China’s growth strategy, pointing to progress in large AI models, semiconductor research, and areas such as humanoid robots and drones, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-12-31/xi-touts-china-s-ai-chip-wins-in-triumphant-new-year-s-speech">report</a> by Bloomberg.He said the country had met major goals under its 14th Five-Year Plan and that gross domestic product (GDP) is expected to reach about 140 trillion yuan ($20 trillion) in 2025, noting gains in economic, technological, and defense capabilities.<h2 class="st-heading-2">AI Demand Surges Even As Curbs Persist</h2>Xi’s upbeat tone comes as China’s AI ambitions are colliding with global supply constraints. Demand for advanced AI chips inside China has surged,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-s-china-orders-are-surging-and-retail-believes-price-targets-will-follow/cL7BPswREz2">prompting Nvidia to seek additional manufacturing capacity</a> at Taiwan Semiconductor Manufacturing Co. for its H200 processors.&nbsp;Chinese firms have reportedly lined up orders for more than 2 million H200 units for delivery in 2026, far exceeding Nvidia’s current allocation.Major Chinese internet companies are driving the demand, viewing the H200 as a step-change over domestic alternatives, even as U.S. export controls limit access to the most advanced chips.<h2 class="st-heading-2">Beijing Tightens Self-Reliance Push</h2>In addition to its use of approved foreign chips, Beijing is also speeding up domestic efforts. Chinese chipmakers have been asked to demonstrate that&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/china-makes-50-percent-domestic-equipment-mandatory-for-new-semiconductor-plants-report/cL74DsnREUf">at least 50% of equipment is locally sourced</a> in order to get new fabs or expansions approved, and officials say they would like to go all-local eventually.&nbsp;The policy extends beyond items restricted by U.S. rules and is already nudging firms toward domestic suppliers such as Naura.The strategy has helped fuel momentum across China’s semiconductor ecosystem, from foundries and equipment makers to AI chip designers, as companies adapt to a more closed global tech environment.<h2 class="st-heading-2">Xi Signals Confidence On Growth Path</h2>On Wednesday, Xi struck an upbeat note on the broader economy as well, saying China is likely to meet its growth target of around 5% and that there are indications that manufacturing is recovering.&nbsp;Notably, he downplayed external risks in his outlook on Wednesday, instead urging confidence before the 15th Five-Year Plan that kicks off in 2026.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, the S&amp;P 500 ETF (SPY) showed ‘neutral’ sentiment amid ‘normal’ message volume, while the Invesco QQQ Trust (QQQ) reflected ‘bullish’ sentiment with ‘normal’ message volume.In contrast, the SPDR Dow Jones Industrial Average ETF (DIA) and the iShares MSCI China ETF (MCHI) both saw ‘bearish’ sentiment amid ‘low’ message volume.So far this year,&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPY</a> is up 19%,&nbsp;<a href="https://stocktwits.com/symbol/QQQ">QQQ</a> has gained 22%, and&nbsp;<a href="https://stocktwits.com/symbol/DIA">DIA</a> is higher by 15%, while&nbsp;<a href="https://stocktwits.com/symbol/MCHI">MCHI</a> has risen 32%, outperforming the other major ETFs.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Chinese President Xi Jinping attend the opening of the third session of the 14th Chinese People's Political Consultative Conference (CPPCC). (Photo by Lintao Zhang/Getty Images)

Xi Talks Up China’s AI And Chip Path In New Year Speech As Demand Surges Despite Global Curbs: Report

Xi delivered the address as China approaches the end of its 14th Five-Year Plan and ahead of the start of the next planning cycle in 2026.

<ul class="summary-bullets"><li>According to the report, China aims for 100% domestic equipment in these plants.&nbsp;</li><li>China’s rule goes beyond tools on the U.S. export restrictions list, with companies being asked to use domestic equipment even in domains where imports from the U.S., Japan, South Korea, and Europe are available, as per the report.</li><li>The rule is reportedly yielding results, as per the report.</li></ul>China is reportedly making it compulsory for chipmakers in the country to ensure that at least half of their new capacity has domestically produced equipment.While there is no public documentation of the rule yet, Chinese chipmakers seeking state approval to build or expand their plants have been asked by local authorities to prove that a least 50% of their equipment is locally made, although they would prefer it to be higher, Reuters reported.Authorities are asking for procurement tenders as proof, people familiar with the matter told Reuters. Applications that do not meet the requirements are typically rejected. According to the report, China aims for 100% domestic equipment in these plants.The move comes as China aims for a self-sufficient domestic semiconductor supply chain after the U.S. banned exports of advanced AI chips and semiconductor equipment to the Asian nation.<h2 class="st-heading-2">Beyond US Export Controls</h2>China’s mandate includes components beyond those on the U.S. export restrictions list. The move is a broader push to adopt domestic tools even in domains where imports from the U.S., Japan, South Korea, and Europe are available, as per the report.However, in instances where domestically developed equipment is not yet available, for example, in advanced chip production lines, the requirements are relaxed.<h2 class="st-heading-2">Early Signs Of Impact</h2>The rule is reportedly already yielding results, according to a source cited by Reuters. Before the rule, domestic companies like SMIC would prefer U.S. equipment over Chinese ones, but after the 2023 U.S export restrictions, Chinese companies had to pivot to work with domestic suppliers.Naura, one of the largest chip equipment manufacturers in China, is reportedly testing its etching tools, a critical tool in the chip manufacturing process, on a cutting-edge 7nm (nanometre) production line at Semiconductor Manufacturing International Corporation, according to two sources.One of the sources also believes that two or three major equipment manufacturers would eventually dominate the Chinese markets, and Naura would certainly be one of them. &nbsp;<h2 class="st-heading-2">Why US Markets Should Care</h2>The U.S. and China have been competing for technological dominance, with the battle intensifying in recent years. Despite the U.S. restricting the use of advanced AI technology by China, such as banning the export of Nvidia’s Blackwell chips to the country, there have been reports of Chinese companies gaining access to it through other means.Earlier this month, a Barron’s report <a href="https://stocktwits.com/news-articles/markets/equity/nvidia-blackwell-chips-reach-china-tencent-via-japanese-cloud-service-report/cLe0RYxREsH">said</a> that Tencent Holdings had allegedly gained access to Nvidia’s (NVDA) Blackwell chips through a Tokyo-based cloud service provider. Another report from The Information alleged that China’s tech behemoth DeepSeek had used the banned Blackwell chips to develop a new AI model.However, Chinese President Xi Jinping has been rallying to build a fully self-sufficient domestic semiconductor supply chain to boost the country’s technological dominance globally.U.S. chipmaker <a href="https://stocktwits.com/symbol/NVDA">Nvidia</a> (NVDA) shares have gained over 36% in the past year, while <a href="https://stocktwits.com/symbol/AMD">Advanced Micro Devices</a> (AMD) shares have risen over 76%. The <a href="https://stocktwits.com/symbol/SOXX">iShares Semiconductor ETF</a> (SOXX), an exchange-traded fund tracking the Philadelphia Semiconductor index, has climbed over 40% in the same period. Meanwhile, the <a href="https://stocktwits.com/symbol/MCHI">iShares MSCI China ETF</a> (MCHI) has gained over 28% in the last one year.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

A robotic machine manufactures a semiconductor chip at a stall to show investors during The Advantage Assam 2.0 Investment Summit in Guwahati, India, on February 25, 2025. (Photo by David Talukdar/NurPhoto via Getty Images)

China Makes 50% Domestic Equipment Mandatory For New Semiconductor Plants: Report

Chinese chipmakers who have sought state approval to build or expand plants are being asked to prove capacity through tenders, according to a Reuters report. 

<ul class="summary-bullets"><li>According to a report by The Information, ByteDance currently has a large inventory of Nvidia AI chips it can’t use.</li><li>Chinese regulators have reportedly told the company it can’t use the chips in its new data centres.&nbsp;</li><li>The report adds to the growing narrative that China is pushing domestic chip alternatives over Nvidia’s.</li></ul>ByteDance, the parent company of TikTok, was reportedly the largest Chinese buyer of Nvidia (NVDA) chips in 2025, but recent regulatory restrictions in China have left the company holding chips it can’t use.According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/china-slowly-surely-breaking-free-nvidia">report</a> from The Information, citing sources,&nbsp;<a href="https://stocktwits.com/symbol/BYTEDANCE">ByteDance</a> purchased more Nvidia chips than any other Chinese firm last year. The report added that Bytedance did so as it was racing to secure computing power for its billion-plus user base amid fears that U.S. supply could be restricted under the Trump administration. However, instead of Washington, Beijing emerged as a blocker.&nbsp;<h2 class="st-heading-2">China Says Bytedance Can’t Use Nvidia Chips</h2>The report said Chinese regulators have recently prohibited the company from using Nvidia chips in newly built data centers. The move leaves Bytedance with a large inventory of high-end chips it cannot currently utilize, creating both operational and financial challenges.Simply put, Bytedance stockpiled Nvidia GPUs in anticipation of potential bottlenecks – and now it can’t use them. On Stocktwits, retail sentiment around Bytedance, which is not a publicly traded company, was in ‘extremely bullish’ territory, accompanied by ‘high’ levels of chatter.Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> edged 0.4% lower in pre-market trade. Retail sentiment around the AI bellwether also remained in ‘extremely bullish’ territory alongside ‘extremely high’ levels of chatter over the past day.&nbsp;<h2 class="st-heading-2">Beijing Pushes Domestic Chip Priorities</h2>The report comes after the Cyberspace Administration of China (CAC) reportedly told companies like ByteDance and Alibaba (BABA) in September to cease testing and ordering the RTX Pro 6000D chip, which Nvidia designed for the Chinese market.&nbsp;According to the report, China’s restrictions are part of a broader policy to reduce reliance on U.S. chips while prioritizing domestic options from companies such as Huawei and Cambricon Technologies.Nvidia CEO Jensen Huang has lobbied to be able to sell advanced chips in China. According to U.S. Commerce Secretary Howard Lutnick, negotiations between the U.S. and China include&nbsp; <a href="https://stocktwits.com/news-articles/markets/equity/lutnick-says-nvidia-ceo-has-good-reasons-to-sell-ai-chips-to-china/cL5bX3UREQm">easing export licenses</a> for advanced AI hardware.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-xrp-ada-struggle-ahead-of-thanksgiving-analyst-warns-no-catalyst/cL53V2sREWP">Bitcoin, XRP, ADA Struggle Ahead Of Thanksgiving – Analyst Warns There’s No Clear Catalyst For Q4</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The ByteDance Building is in Shanghai, China, on December 8, 2020. (Photo by Costfoto/NurPhoto via Getty Images)

Bytedance Reportedly Tops Chinese Nvidia Chip Buyers – But Now It Can't Use Them 

The TikTok-owned company stockpiled GPUs to prepare for potential U.S. supply restrictions.

<ul class="summary-bullets"><li>Five candidates are in the second-round interview process.</li><li>U.S. Treasury Secretary Scott Bessent said there’s a “very good chance” that President Trump will announce his nominee for the next Federal Reserve chair before Christmas.&nbsp;</li><li>He added that should the President choose to make his choice known after the New Year, it’s his “prerogative.”</li></ul>U.S. Treasury Secretary Scott Bessent reportedly said on Tuesday there is a “very good chance” President Donald Trump will announce his nominee for the next Federal Reserve chair before the Christmas holidays.“So we're going to have the last interview in the second round today. Andrew, we got five very strong candidates. I am impressed with all of them,” Bessent said during an interview with CNBC. “Things are moving along very well.”<blockquote>“I think that there's very, very good chance that the President will make an announcement before Christmas, but it's his prerogative whether it's before the holidays or in the new year.” Scott Bessent, Treasury Secretary, United States of America</blockquote><h2 class="st-heading-2">The Hunt For A New Fed Chair</h2>Trump has made no secret of his desire to lower interest rates and has&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-says-powell-will-be-out-soon-the-job-hes-done-is-just-terrible/ch8MnSdR5t0">expressed</a> his frustration with the current Federal Reserve chief, Jerome Powell, on numerous occasions. The President even threatened to fire the official from his post earlier this year, but later retracted his statement, saying he would wait for Powell to serve out his term until May 2026.Stephen Miran, currently on the Federal Reserve board, was also&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-backed-stephen-miran-on-track-for-fed-confirmation-before-september/chs6fPQRdmA">nominated</a> by Trump in August to replace Adrian Kugler, who had resigned.&nbsp;In August, it was&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-weighing-11-candidates-for-fed-chair-role-full-list/chrCavCRd9c">reported</a> that Trump was weighing 11 candidates for the Fed Chair role. Bessent stated that there are currently five candidates in the second-round interviews, with the final interview scheduled for today.&nbsp;<h2 class="st-heading-2">Trump To Meet Xi Four Times In 2026</h2>Bessent also provided an update on the <a href="https://stocktwits.com/news-articles/markets/equity/trump-says-he-had-a-very-good-call-with-xi-on-trade/cL5bKndREQM">phone call</a> between Trump and Chinese President Xi Jinping on Monday. He stated that President Trump initiated a call with Chinese President Xi Jinping, timing it to be approximately 30 days after the meeting in Busan, South Korea.He added that Chinese purchases of U.S. soybeans are proceeding “right on schedule,” noting that over the next three and a half years, at least 87.5 million metric tons of soybeans are expected to be purchased by China.Bessent outlined that Xi and Trump are expected to meet four times in 2026 – Trump’s state visit to Beijing, Xi’s visit to the U.S., Xi’s attendance at the G20 at Doral, and Trump’s potential participation in the APEC summit in Shenzhen. Bessent said these meetings provide “great stability,” benefiting both the U.S. and the global economy.Gains in U.S. equities were tepid in pre-market trade on Tuesday. The&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY) was up 0.09%, the&nbsp;<a href="http://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF</a> (DIA) gained 0.15%, and the Nasdaq-100 tracking&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust</a> (QQQ) moved 0.01% higher. Retail sentiment around QQQ on Stocktwits trended in ‘neutral’ over the past day, with chatter at ‘high’ levels. Meanwhile, the&nbsp;<a href="https://stocktwits.com/symbol/IEF">iShares 7-10 Treasury Bond ETF</a> (IEF) edged 0.12% higher in pre-market trade. Retail sentiment around the fund trended in ‘bullish’ territory over the past day, as chatter remained at ‘high’ levels.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-reclaims-87000-with-xrp-solana-ethereum-leading-gains/cL52gCYREXN">Bitcoin Reclaims $87,000 With XRP, Solana And Ethereum Leading Gains – Trend Reversal May Be Short-Term, Says Analyst</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

U.S. Treasury Secretary Scott Bessent speaks alongside President Donald Trump during a press availability in the Oval Office of the White House on September 05, 2025 in Washington, DC. 

Scott Bessent Says Trump Likely To Name New Fed Chair Nominee Before Christmas – ‘Things Are Moving Along Very Well’

In an interview with CNBC, the U.S. Treasury Secretary said President Trump and Xi Jinping have four planned meetings in 2026.

<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.

<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.

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