SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers Health Inc ($HIMS) is trending after withdrawing its compounded GLP-1 weight-loss pill following FDA warnings and legal pressure, causing a notable stock decline. The community is sharply divided, with bears denouncing the company's practices and forecasting further drops, while bulls perceive the withdrawal as a strategic move to mitigate risk and anticipate a rebound for its broader telehealth platform.

SMX (Security Matters) Plc is a holding company, which engages in the provision of authentication solutions. It offers brand protection, authentication, and track and trace technology. The company was founded by Haggai Alon on July 1, 2022 and is headquartered in Dublin, Ireland.

SMX (Security Matters) Plc

SMX (Security Matters) PLC

SMX is trending as news of an extended $250 million capital runway through 2028 and a new cotton traceability collaboration fuels intense debate among investors. While many anticipate a significant short squeeze given its low float and history of parabolic moves, others express caution over potential dilution and view the rally as speculative.

Pagaya Technologies Ltd. engages in the development of AI and data networks for the financial industry. Its product deploys data science, machine learning and AI technology to evaluate the customers' applications in real time. The company was founded by Gal Krubiner, Sanjiv Das, Yahav Yulzari, and Avital Pardo on March 20, 2016 and is headquartered in New York, NY.

Pagaya Technologies Ltd - Ordinary Shares - Class A

Pagaya Technologies Ltd

Pagaya Technologies is trending due to high anticipation for its imminent Q4 earnings report, with the community actively debating its 'undervalued' status and potential for a short squeeze. Investors are optimistic that strong results, backed by its AI-driven lending model, could finally align the stock price with its perceived strong fundamentals.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is trending following the inauguration of its Eagle Line pilot production facility, signaling a crucial transition from R&D to scalable manufacturing, which is fueling community speculation about new OEM partnerships and its disruptive potential ahead of upcoming earnings.

monday.com Ltd. engages in the business of operating a cloud-based visual work operating system that consists of modular building blocks that can be easily used and assembled to create software applications and work management tools and serves as a connective layer to integrate with various digital tools across an organization. It operates through the following geographical segments: United States, EMEA, United Kingdom, and Rest of the World. The company was founded by Roy Mann, Eran Kampf, and Eran Zinman in 2012 and is headquartered in Tel Aviv, Israel.

Monday.Com Ltd

Monday.com Ltd

Monday.com is trending due to a mixed financial report, where solid past performance was tempered by a conservative revenue outlook, exacerbating community debate over the company's valuation and the broader SaaS sector's vulnerability to AI advancements. Many investors are weighing whether the stock is an oversold opportunity or if headwinds, including perceived unutilized buybacks, suggest further pressure on the work management software provider.

Ouster, Inc. engages in the provision of high resolution digital lidar sensors that offer advanced 3D vision to machinery, vehicles, robots, and fixed infrastructure assets. The company was founded by Angus Pacala and Mark Frichtl on June 30, 2015 and is headquartered in San Francisco, CA.

Ouster Inc - Ordinary Shares - Class A

Ouster is trending after its strategic acquisition of AI vision firm StereoLabs, which the community views as a smart move that expands its unified digital lidar and software platform to offer a complete perception solution for physical AI across diverse applications. This pivotal deal reinforces Ouster's path to profitability and leadership in sectors like robotics, industrial, and smart infrastructure, amidst ongoing discussions about its strong financials and undervalued status.

Republic Airways Holdings, Inc. is a holding company that engages in the provision of passenger airline services. The airlines provide fixed-fee flights operated under their codeshare partners brands: American Eagle, Delta Connection, and United Express. The company was founded in 1974 and is headquartered in Indianapolis, IN.

Republic Airways Holdings Inc.

RJET is trending amid intense community discussion following the Mesa merger, which sees major carriers now as owners, fundamentally altering future contracts and sparking deep value interest. However, recent escrow share distribution from the merger is drawing significant criticism, with many feeling common shareholders received negligible benefit compared to larger stakeholders.

Canadian Solar, Inc. engages in the manufacture of solar photovoltaic modules, provision of solar energy and battery storage solutions, and development of utility-scale solar and battery storage products. It operates through the CSI Solar and Global Energy segments. The CSI Solar segment designs, develops, and manufactures solar ingots, wafers, cells, modules, and other solar power and battery storage products. The Global Energy segment includes solar and battery storage project development and sale, asset management services for operational projects, sale of electricity, and investment in retained assets. The company was founded by Shawn Qu in October 2001 and is headquartered in Kitchener, Canada.

Canadian Solar Inc

Canadian Solar is trending after shareholders approved moving U.S. manufacturing assets to the parent company, a strategic shift expected to significantly leverage IRA tax credits and mitigate geopolitical risks. The community is discussing this as a major catalyst to unlock substantial value, alongside persistent rumors of a multi-billion-dollar sale of its Recurrent Energy unit.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf (WULF) is trending sharply after Morgan Stanley initiated coverage with a bullish $37 price target, recognizing its strategic expansion into AI/HPC data centers and recent acquisition of new power generation sites. The community is actively discussing WULF's strong infrastructure play and significant partnership with Google, solidifying its position beyond traditional Bitcoin mining amid high AI demand.

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

Cleveland-Cliffs Inc

Cleveland-Cliffs is generating significant conversation following its Q4 '25 earnings, which reported a loss but offered 2026 cost reduction guidance, compounded by intense community speculation surrounding a potential strategic partnership with POSCO. Investors remain sharply divided, with many bullish on high HRC steel prices and expiring unfavorable contracts, while others express skepticism over past performance and recent share dilution in the context of broader US steel tariffs.

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

Alibaba Stock Climbs Premarket After 6-Day Losing Streak

BABA shares have declined sharply of late, amid a broad selloff in the U.S. markets.

Equity

BABA shares have declined sharply of late, amid a broad selloff in the U.S. markets.


<ul class="summary-bullets"><li>Baidu said its buyback will run through 2028.</li><li>The Chinese internet giant will pay its first-ever dividend this year, though details are pending.</li><li>Stocktwits sentiment for BIDU remained in the ‘bearish’ zone.</li></ul>U.S.-listed shares of Baidu, Inc. jumped nearly 5% in after-hours trading on Wednesday after the Chinese search and internet giant announced its maiden dividend and a fresh buyback plan.Baidu said it expects to pay its first-ever dividend this year, though it will announce the amount and timing later. The company’s board approved a new share repurchase program for up to $5 billion that will run through December 2026.“With our substantial cash reserves and sound financial management capabilities, we aim to create and continuously enhance long-term value for our shareholders through our proactive shareholder return initiatives,” the company said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.prnewswire.com/news-releases/baidu-announces-new-share-repurchase-program-and-dividend-policy-302679608.html#:~:text=The%20Board%20has%20authorized%20a,terms%20and%20size%20as%20appropriate.">statement</a>.Baidu’s peer Alibaba approved a $25 billion stock repurchase program in 2024, while Tencent rolled out a plan to buy back $10 billion worth of company shares last year.BIDU drew heavy buzz on Stocktwits late Wednesday, although retail sentiment for the stock continued to track ‘bearish,’ unchanged over the past week.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_05_at_8_18_03_AM_png_82c5f29ba3.webp" alt="Screenshot 2026-02-05 at 8.18.03 AM.png" width="586" height="82"><figcaption>BIDU sentiment and message volume as of February 4 | Source: Stocktwits</figcaption></figure>Several users cheered Baidu’s latest capital return policies. “A $5 billion buyback which is almost 10% of the company mind you and the first ever dividend. This is why you sit tight and be patient and make the big money!” said a user.<stembedurl>https://www.stocktwits.com/BigG75/message/644045704</stembedurl>Another praised Baidu’s new CFO Haijian He, who was&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/technology/baidu-appoints-haijian-he-cfo-2025-07-01/">appointed</a> last July.&nbsp;“Our new CFO has a lot of experience and knows exactly what he’s doing- he will guide BAIDU into the future growth and future market cap it deserves… Baidu's bull market has just begun!” this person said.<stembedurl>https://stocktwits.com/BigG75/message/644047682</stembedurl>The plans come amid a sharp slide in&nbsp;<a href="https://stocktwits.com/symbol/BIDU">Baidu’s shares</a>. The stock has declined for five sessions straight, cumulatively losing about 14%. It has lagged peer Alibaba, whose stock has risen 60% over the past 12 months versus 53% gains in BIDU.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Baidu logo is seen displayed on a smartphone screen. 

Why Did BIDU Stock Jump Nearly 5% After-Hours Today?

Baidu joins peers Alibaba and Tencent in enhancing shareholder returns.

 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.

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.

BlackRock Institutional Trust Company N.A. - iShares MSCI China ETF

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Markets are hovering near key levels, making the next 5% move especially important for sentiment. A breakout higher could reinforce the bull case, while a 5% drop may signal rising risk and tighter conditions. Which comes first?

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