SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

DaVitas warning that Medicare reimbursement for CorMedixs lead product, DefenCath, could fall sharply in 2027 has fueled a steep selloff and concern about future pricing and revenue. Traders dispute how definitive DaVitas preliminary outlook is, pointing to CMSs published rate estimates and arguing that greater use could offset lower reimbursement.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is drawing attention ahead of its upcoming earnings, with traders debating whether growth will support the stock after a volatile pullback. Bullish traders expect a strong report, while others cite valuation and unverified concerns about security issues in third-party apps as reasons for caution.

Visa, Inc. engages in the provision of digital payment services. It also facilitates global commerce through the transfer of value and information among a global network of consumers, merchants, financial institutions, businesses, strategic partners, and government entities. It offers debit cards, credit cards, prepaid products, commercial payment solutions, and global automated teller machines. The company was founded by Dee Hock in 1958 and is headquartered in San Francisco, CA.

Visa Inc - Ordinary Shares - Class A

Visa Inc

Visas fiscal Q4 results are driving discussion: a modest earnings beat and resilient payment activity are tempered by a slower-growth outlook, prompting a sell-the-news reaction. Bulls point to durable consumer spending and cross-border activity, while skeptics argue the results and guidance fall short of expectations.

Precigen, Inc. is a biotechnology company, which engages in the research and development of synthetic biology technologies. It operates through the Biopharmaceuticals and Exemplar segments. The company was founded by Thomas David Reed in 1998 and is headquartered in Germantown, MD.

Precigen Inc

Inovios FDA approval of a competing RRP treatment has put pressure on Precigens PAPZIMEOS, prompting debate over how much competition could affect its sales. Traders are split: some see the rival as a serious threat, while others emphasize Precigens full approval and commercial head start, alongside questions about Inovios accelerated-approval requirements and ability to launch.

ProShares Trust - ProShares UltraPro QQQ 3x Shares

ProShares UltraPro QQQ

A sharp Nasdaq and tech-sector selloff has driven attention to TQQQ, with traders citing worries about AI spending and earnings alongside inflation, interest-rate, and geopolitical risks. The community is split between buying the steep dip for a possible rebound and warning that further losses may follow.

Hyperliquid Strategies, Inc. is a holding and operating company, which engages in the business of crypto asset management. The firm operates as a digital asset treasury company which focuses on the Hyperliquid ecosystem. The company was founded on July 2, 2025 and is headquartered in New York, NY.

Hyperliquid Strategies Inc.

PURR is drawing attention as a listed treasury proxy for Hyperliquids HYPE token, with traders linking its swings to HYPEs rally and the broader ecosystems growth. Bulls see room for a catch-up move or short squeeze, while bears point to share issuance and dilution as reasons PURR has lagged the token.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products include diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly on May 10, 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Eli Lillys strong quarterly results and raised revenue outlook, driven by demand for Mounjaro and Zepbound, are fueling a rally to record highs. Bulls point to continued growth in its obesity-drug franchise, while skeptics highlight the trimmed profit outlook, rich valuation, and weaker-than-expected Foundayo sales.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TGTX has climbed to a 52-week high as traders anticipate its Q3 results and continued BRIUMVI growth; some attribute the move to earnings expectations, while others speculate about a buyout or short covering. No acquisition has been confirmed, and the earnings date remains unconfirmed.

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

Walt Disney Co (The)

Walt Disney Co

Better-than-expected quarterly results, led by strong parks performance and improving streaming profitability, have renewed optimism about Disneys turnaround under new leadership. Traders are debating whether those business trends can lift the stock after its muted, range-bound performance.

Internet Computer (ICP) is a cryptocurrency launched in 2021. Internet Computer has a current supply of 558,194,898.12638538. The last known price of Internet Computer is 2.5370221 USD and is up 5.18 over the last 24 hours. It is currently trading on 447 active market(s) with $63,762,762.22 traded over the last 24 hours. More information can be found at https://internetcomputer.org/.

Internet Computer

Discussion centers on ICPs sovereign-cloud and AI infrastructure ambitions, including posts about a Pakistan national chat app beta and potential government adoption. Bulls view these as signs of real-world utility, while skeptics point to weak adoption, token-supply concerns and prolonged underperformance.

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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iShares MSCI Emerging Markets Small-Cap (EEMS) Enters Oversold Territory

In trading on Friday, shares of the iShares MSCI Emerging Markets Small-Cap ETF (Symbol: EEMS) entered into oversold territory, changing hands as low as $68.47 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indic...

The International Crossroads: Emerging Growth or Developed Stability?

Key PointsiShares Core MSCI EAFE ETF focuses strictly on developed international markets, whereas iShares Core MSCI Total International Stock ETF includes emerging markets and Canada...

If You Invested $1000 In MSCI Stock 15 Years Ago, You Would Have This Much Today

MSCI (NYSE:MSCI) has outperformed the market over the past 15 years by 8.93% on an annualized basis producing an average annual return of 21.95%. Currently, MSCI has a market capitalization of $45.09 billion.
Buyingread more...

BKF Crosses Critical Technical Indicator

In trading on Monday, shares of the iShares MSCI BIC ETF (Symbol: BKF) entered into oversold territory, changing hands as low as $36.89 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure mom...

Why Brazil's Stocks and Funds Like the iShares MSCI Brazil ETF Are Crashing Today

Key PointsMost Brazilian stocks are deep in the red on Monday following Sunday's national elections...

iShares MSCI World ETF vs. iShares Core MSCI Total International Stock ETF: Which Is the Better Buy for the Next Decade?

Key PointsiShares MSCI World ETF offers exposure to developed markets, including the U.S., with significant holdings in technology giants...

Brazil Runoff Enters Final Hour: Left-Right Showdown Could Reshape Latin America's Political Balance

Brazil Runoff Enters Final Hour: Left-Right Showdown Could Reshape Latin America's Political Balance

 Brazilians began voting early Sunday in a presidential runoff, with right-wing Senator Fl?vio Bolsonaro and?socialist President Luiz In?cio Lula da Silva statistically...

Beyond the S&P 500: Which International ETF Is the Better Buy in 2026?

Key PointsiShares Core MSCI EAFE ETF offers a higher dividend yield but focuses primarily on developed international markets, not emerging markets...

Zacks Investment Ideas feature highlights: Accenture, Hasbro and MSCI

ACN, HAS and MSCI rallied after strong quarterly results, with robust bookings, Magic: The Gathering sales records and rising index fees driving growth.

Bitcoin Reclaims $84,000 but 2 Critical Events May Still Derail the Rally

Bitcoin reclaims $84K as ETF inflows rebound and profit-taking eases, but Fed rates and MSCI changes pose risks to the rally.read more...

• Reported GAAP EPS of $5.11 up 14.32% YoY
• Reported revenue of $892M up 12.42% YoY
• For Full-Year 2026, MSCI guides operating expenses of $1.54B, interest expense of $288M, and free cash flow of $1.49B.

MSCI's Analytics Adjusted EBITDA and margin declined as expenses rose; operating cash flow and free cash flow decreased; Sustainability and Climate recorded higher cancellations and negative net-new recurring sales.

MSCI posted best-ever recurring net-new sales in Analytics, Private Capital Solutions, and best-ever Q3 recurring net-new sales in Index; Index revenue was up 18.1%, and total Run Rate grew 12.1% with Retention Rate at 95.0%.

MSCI, Inc. engages in the provision of investment decision support tools including indices, portfolio risk and performance analytics and corporate governance products and services. It operates through the following segments: Index, Analytics, ESG and Climate, and All Other-Private Assets. The Index segment focuses on the investment process, including developing indexed financial products. The Analytics segment offers risk management, performance attribution and portfolio management content, applications, and services. The ESG and Climate segment includes providing data, ratings, research, and tools to help investors navigate increasing regulation, meet new client demands and better integrate ESG and climate elements into their investment processes. The All Other-Private Assets segment refers to the business intelligence products to real estate owners, managers, developers, and brokers. The company was founded by Andrew Thomas Rudd in 1998 and is headquartered in New York, NY.

MSCI Inc

'Big Short' Michael Burry Could Make Over $100M This Year — Not From Stock Trades But Over 300K Substack Subscribers

Equity

Bearish Sentiment

<ul class="summary-bullets"><li>Michael Burry’s “Cassandra Unchained” crossed 300,000 subscribers in 231 days, implying a theoretical $113.7 million annual opportunity at $379 per subscriber.</li><li>Cassandra Unchained has grown from over 60,000 subscribers at launch in November last year to a global audience spanning 212 countries.</li><li>His bearish trades have been around Nvidia, Palantir, Micron, Applied Materials, SOXX, Tesla and Caterpillar.</li></ul><p>“The Big Short” investor Michael Burry may be on pace for a nine-figure year, with the potential payday&nbsp;primarily coming from Substack subscriptions rather than stocks or options.</p><p>Burry said on Sunday that his Cassandra Unchained newsletter had crossed 300,000 subscribers just 231 days after launch, turning his market commentary and trade disclosures into one of the fastest-growing investing communities on Substack. The publication charges $39 per month or $379 per year, with a free tier.&nbsp;</p><p>Based on the annual subscription price, Burry's reported 300,044 subscribers represent an annual revenue of about $113.7 million if every subscriber were a paying annual member. Burry has not disclosed how many subscribers are on paid plans, and Substack's subscriber count includes both free and paid readers.&nbsp;This calculation does not account for the fee Substack may charge.&nbsp;</p><p>For perspective, that hypothetical gross revenue exceeds the year-to-date gains generated by investing $1 million in each of the S&amp;P 500’s 10 best-performing stocks.</p><div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col></colgroup><tbody><tr><td>S&amp;P 500 Ticker</td><td>YTD Return</td><td>$1M Invested</td></tr><tr><td>SNDK</td><td>+707.11%</td><td>$8.07M</td></tr><tr><td>DELL</td><td>+248.13%</td><td>$3.48M</td></tr><tr><td>MU</td><td>+243.32%</td><td>$3.43M</td></tr><tr><td>WDC</td><td>+238.43%</td><td>$3.38M</td></tr><tr><td>STX</td><td>+231.38%</td><td>$3.3M</td></tr><tr><td>INTC</td><td>+197.67%</td><td>$2.9M</td></tr><tr><td>AMD</td><td>+160.50%</td><td>$2.6M</td></tr><tr><td>AMAT</td><td>+135.03%</td><td>$2.3M</td></tr><tr><td>MRNA</td><td>+131.50%</td><td>$2.3M</td></tr><tr><td>GLW</td><td>+118.75%</td><td>$2.18M</td></tr></tbody></table></figure></div><p>In sum, a million dollars invested in each of the above stocks would be worth $34 million now — or about a third of what Burry’s annual gross subscription revenue from his newsletter.</p><h2 class="st-heading-2"><strong>Michael Burry’s Substack Tops 300,000 Subscribers&nbsp;</strong></h2><p>In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://michaeljburry.substack.com/p/short-and-thankful-300">post</a> titled "Short &amp; Thankful: 300," Burry revealed that Cassandra Unchained had reached 300,044 subscribers and 346,680 followers after nearly eight months.</p><p>The accompanying chart showed steady growth from roughly 218,000 followers in January to nearly 347,000 in July. He added that subscribers now come from all 50 U.S. states and 212 countries, with 52% based outside the U.S.</p><p>Burry launched Cassandra Unchained in November 2025, shortly&nbsp;after&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-sets-record-straight-scion-isn-t-closing/cLPobARREJl">deregistering</a> his hedge fund with the SEC, returning to social media and reviving his criticism of the AI boom. The newsletter quickly attracted more than 60,000 subscribers as he published his first AI-focused essays and intensified his criticism of Nvidia Corp. (NVDA) over stock-based compensation, hyperscaler spending and accounting practices. Since then, Cassandra Unchained has evolved into Burry's primary platform for publishing real-time portfolio updates, valuation work and detailed "Trading Posts" revealing his entry prices and investment rationale.</p><h2 class="st-heading-2"><strong>Burry’s Top Stock Picks Revealed</strong></h2><p>Burry's first major trade disclosures were in April, when he revealed a 3.5% position in PayPal Holdings (PYPL) at about $49, ranking it ahead of Fiserv (FI) and Adobe (ADBE) in his software-and-payments universe. He later added around $45 to PayPal and also disclosed purchases of Fiserv. In the same month, Burry initiated positions in Adobe, Autodesk (ADSK), and Veeva Systems (VEEV), saying that fears of AI disruption had driven software valuations below intrinsic value. He also identified Salesforce (CRM) and MSCI (MSCI) as potential future additions.</p><p>Also in April, Burry reaffirmed his conviction in Molina Healthcare (MOH) after earnings, calling investor expectations "rock bottom low" and saying that he planned to keep adding shares because the thesis was based on normalized earnings several years out.</p><p>In June, Burry turned his attention to Lululemon Athletica (LULU), repeatedly adding to the stock while saying that Wall Street was focusing too heavily on management mistakes, tariffs, and slowing growth. "Bad management is a value investor's best friend," Burry said, calling Lululemon a long-term value opportunity rather than a broken business.</p><p>His portfolio also expanded to include MercadoLibre (MELI), Microsoft (MSFT), Sprouts Farmers Market (SFM), Zoetis (ZTS), Fannie Mae (FNMA), Freddie Mac (FMCC) and sports-betting stocks including DraftKings (DKNG) and Flutter Entertainment (FLUT).</p><p>Meanwhile, Burry disclosed a more than 6% stake in Alibaba (BABA) in April and repeatedly added to JD.com (JD). Last week, he called JD one of his top three positions, saying that money would rotate into Hong Kong and Chinese equities as enthusiasm around AI and memory stocks faded.</p><h2 class="st-heading-2"><strong>NVDA, MU And PLTR Lead Burry’s Bearish Bets</strong></h2><p>Alongside these value bets, Burry also steadily expanded his bearish positions against AI and semiconductor stocks. In April, he disclosed additional Nvidia put options, including January 2027 $115 contracts while retaining earlier $100 puts. By June 30, Burry had escalated the trade into a direct short position in Nvidia at $198.09. The same update revealed fresh shorts in Applied Materials (AMAT), the iShares Semiconductor ETF (SOXX), Tesla (TSLA) and Caterpillar (CAT) as he compared today's semiconductor boom to the dot-com bubble.</p><p>"The proximate cause of today's rally is big spending announced out of Korea. Well, I see that as the beginning of the end," he said. Earlier this month, Burry disclosed a direct short in Micron Technology (MU), saying that the memory-chip maker had become more extended above its 200-day moving average than at any point since 1984.</p><p>He has also maintained one of Wall Street's highest-profile bearish calls on Palantir Technologies (PLTR) since first disclosing the position in November last year. Although he partially covered the trade, Burry reiterated in June that there was "no sign of capitulation or exhaustion among sellers yet." Burry also briefly built a position in GameStop (GME) earlier this year before later exiting it.</p><p>However, the stocks behind Burry’s bearish bets have significantly outperformed the broader market this year. While the SPDR S&amp;P 500 ETF Trust (SPY) is up 22% and the Invesco QQQ Trust (QQQ) has gained 31%, NVDA is up 29%, AMAT has surged 206%, and MU has soared 697%.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p><p>Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nasa-etf-spacex-selloff-asts-rklb-lunr-shares/cZmzQyfR7og">NASA ETF Tumbles Toward Launch Lows Amid SpaceX Selloff — But Tema Quietly Adds Over 5M ASTS, RKLB And LUNR Shares&nbsp;</a></p>

 Michael Burry attends "The Big Short" New York screening Ziegfeld Theater on November 23, 2015 in New York City. 

Burry has disclosed major long bets in PayPal, Lululemon, Alibaba, JD.com, Adobe and Molina Healthcare.

Salesforce Inc

GameStop Corp

Microsoft Corp

Micron Technology Inc

Palantir Technologies Inc

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

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

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '26	$5.07	--	--	N/A
Q3 '26	$5.03	$5.11	1.65%	BEAT
Q2 '26	$4.99	$4.94	-0.93%	MISSED
Q1 '26	$4.44	$4.55	2.42%	BEAT
Q4 '25	$4.60	$4.66	1.37%	BEAT

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Latest Earnings Results: Q3 '26

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