SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Discussion centers on CAN-2409s prostate-cancer program: traders view PrTK05 immune-activation and viral-shedding findings as supportive of the planned BLA, alongside the already positive Phase 3 results. Bulls focus on the science and filing prospects, while skeptics question managements transparency, the timeline, and potential dilution.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

NASAs CLPS 2.0 selections are driving attention, with traders discussing Intuitive Machines place among the companies eligible to compete for future lunar delivery missions and whether that could lead to additional contracts. The community is bullish on the potential backlog impact, while others caution that selection is not the same as a guaranteed award; earnings and the stocks sharp volatility are also in focus.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 2017 and is headquartered in Leander, TX.

Firefly Aerospace Inc.

Fireflys large, multi-year AST SpaceMobile agreement to supply rocket engines, license technology, and provide engineering support is driving attention, with traders viewing it as validation of Fireflys propulsion business and a boost to its backlog. The reaction is largely bullish, though some question the deals stock component and raise concerns about execution and future dilution.

Klarna Group Plc is a global digital bank and flexible payments provider. It operates through an AI-powered payments and commerce network that empowers people to pay smarter, with a mission to be available everywhere, for everything. The company was founded by Gustav Erik Niklas Adalberth, Karl Anders Victor Jacobsson, and Sebastian Marcin Siemiatkowski in 2005 and is headquartered in London, the United Kingdom.

Klarna Group plc

Klarna is drawing attention for its persistent share-price decline and weak trading, with traders debating whether heavy selling reflects short pressure or concerns about profitability and the companys outlook. Bulls are buying the dip and pointing to partnerships such as Apple and JPMorgan, while both sides look to upcoming earnings for evidence on growth and margins.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Concerns that AI agents could weaken Salesforces per-seat software model are dominating discussion, as traders question whether customers cutting headcount will also reduce licenses or resist AI add-ons at renewal. The debate reflects broader pressure on software stocks over AI disruption and monetization, while some traders view the pullback as a buying opportunity.

Lyft, Inc. engages in the provision and management of an online social rideshare community platform. It offers access to a network of shared bikes and scooters for shorter rides and first mile and last-mile legs of multimodal trips, information about nearby public transit routes, and Lyft Rentals to offer riders a view of transportation options when planning any trip. The company was founded by Marcus Cohn, John Zimmer, Rajat Suri, Matt van Horn, and Logan D. Green on March 5, 2007 and is headquartered in San Francisco, CA.

Lyft Inc - Ordinary Shares Cls A

Lyft Inc

Lyfts quarterly report missed revenue and profit expectations, while a legal, tax and regulatory reserve weighed on reported results and shares fell on elevated volume. Traders are split between focusing on growth in bookings and adjusted profitability, and worrying that weaker pricing or demand could undermine the business.

Direxion Shares ETF Trust - Direxion Daily TSLA Bull 2X ETF

Direxion Daily TSLA Bull 2X Shares

Sharp swings in Tesla shares are driving attention to TSLL, with traders buying or averaging down in anticipation of an oversold rebound while others warn of further downside and the decay risk of holding a 2x leveraged ETF.

Listed Funds Trust - Roundhill Magnificent Seven ETF

Roundhill Magnificent Seven ETF

MAGS is drawing attention amid a volatile pullback and rotation between Magnificent Seven stocks and AI semiconductors. Traders are split on whether mega-cap tech is poised to regain leadership or faces further pressure because of concerns about the returns on heavy AI spending.

Constellation Energy Corp. engages in the generation, supply, and marketing of clean electricity, and renewable energy products and solutions. The firm also offers wholesale energy, retail products and services. It operates under the following geographical segments: Mid-Atlantic, Midwest, New York, Electric Reliability Council of Texas (ERCOT), and Other Power Regions Segment. The company was founded in 1960 and is headquartered in Baltimore, MD.

Constellation Energy Corporation

Constellations upcoming quarterly report is the immediate focus, with traders looking for guidance on nuclear power demand and AI data-center contracts. Sentiment is split between optimism about long-term electricity needs and concern that political uncertainty or slower data-center construction could weaken the growth outlook.

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

Reports that Disney is considering thousands of job cuts and asking some managers to target substantial cost savings are drawing attention ahead of earnings. Traders are split between viewing the cuts as a margin-efficiency move and as a warning about business conditions, while also debating the stocks recent rebound.

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Better iShares Emerging Markets ETF: IEMG vs. EEM

Key PointsThe iShares Core MSCI Emerging Markets ETF offers a significantly lower expense ratio than the iShares MSCI Emerging Markets ETF...

Two International ETFs With Contrasting Styles: iShares MSCI World ETF (URTH) and Emerging Markets ETF (EEM)

Key PointsiShares MSCI World ETF is significantly more affordable for long-term investors with an expense ratio of 0.24% compared to 0.72% for iShares MSCI Emerging Markets ETF...

5 International ETFs Up at Least 20% in 2026 & Beating the S&P 500

International ETFs are outperforming the S&P 500 in 2026, led by strong gains across Asian and global markets. Here are five ETFs to watch.



Should You Add Emerging Market ETFs to Your Portfolio Now?

Is it time to look beyond the U.S. markets? Improving flows and dollar weakness are putting emerging market ETFs in focus.

Which International ETF is the Better Buy: VEA or EEM?

Key PointsVanguard FTSE Developed Markets ETF has a significantly lower expense ratio than iShares MSCI Emerging Markets ETF...

5 ETFs to Benefit From Cooling Inflation in the Near Term

Cooling inflation is easing Fed rate-hike fears, creating a favorable backdrop for growth, emerging-market, Asian and gold ETFs.

This Emerging Markets ETF Beat the S&P 500 for 16 Years. Could It Happen Again?

Key PointsThe iShares MSCI Emerging Markets ETF is up 45% in the past year, strongly outperforming the S&P 500...

Which Is the Better Buy: Vanguard's Total World ETF or iShares' Emerging Markets EEM?

Key PointsVanguard Total World Stock ETF has a significantly lower expense ratio than iShares MSCI Emerging Markets ETF...

Could This Emerging Markets ETF Be a Better Way to Buy SK Hynix?

Key PointsSK Hynix ranks as the third-largest holding in the iShares MSCI Emerging Markets ETF, making up about 5.7% of the fund...

Schwab Emerging Markets ETF vs iShares MSCI Emerging Markets ETF: Which is the Better Buy?

Key PointsSchwab Emerging Markets Equity ETF offers a significantly lower expense ratio of 0.06% compared to the 0.72% charged by iShares MSCI Emerging Markets ETF...

iShares Inc. - iShares MSCI Emerging Markets ETF

Sam Altman's Brother Calls QQQ A 'Tough Hurdle To Beat' — But AI Is Fueling A New ETF Winner In 2026

Equity

Neutral Sentiment

<ul class="summary-bullets"><li>The AI-driven rally has significantly boosted the iShares MSCI Emerging Markets ETF.&nbsp;</li><li>According to Koyfin data, Taiwan Semiconductor Manufacturing Co., Samsung Electronics, and SK Hynix make up nearly 28% of EEM.&nbsp;</li><li>The Invesco QQQ Trust also has a heavy concentration in AI-linked names, with Nvidia, Apple, Microsoft, Amazon and Micron Technology collectively making up more than 30% of its portfolio.</li></ul>The Invesco QQQ Trust (QQQ), which tracks the tech-heavy Nasdaq-100 index in the U.S., has been one of the market’s defining winners over the past decade, surging more than 616%.“QQQ has been a 6.5x net in the last 10 years… tough hurdle to beat,” Jack Altman, general partner at venture capital firm Benchmark, and brother of OpenAI CEO Sam Altman, said in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/jaltma/status/2059294336559538542">post</a> on X.Yet, emerging markets are stealing the spotlight in 2026. The <a href="https://stocktwits.com/symbol/eem">iShares MSCI Emerging Markets ETF (EEM)</a>, which is largely dominated by Asian emerging markets, has surged 25% so far this year, overtaking the <a href="https://stocktwits.com/symbol/spy">State Street SPDR S&amp;P 500 ETF Trust (SPY)</a>, <a href="https://stocktwits.com/symbol/dia">State Street SPDR Dow Jones Indust Avg ETF Trust (DIA)</a>, and the <a href="https://stocktwits.com/symbol/QQQ">QQQ</a>.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260527_112327125_png_0b18591794.webp" alt="koyfin_20260527_112327125.png" width="1600" height="1000"></figure><h2 class="st-heading-2">AI Boom Drives Asian Markets Higher</h2>Emerging markets, especially in Asia, have delivered strong returns due to the artificial intelligence trade. Markets in South Korea and Taiwan, which have a heavy concentration of tech hardware companies that are critical to the AI investment cycle, have rallied significantly.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://finance.yahoo.com/markets/world-indices/articles/yardeni-sees-global-stocks-outperforming-124515534.html">report</a> from Investing.com, Yardeni Research recently highlighted the strength of the rally in a note, highlighting that equities in South Korea and Taiwan have surged 87.2% and 52.4% year-to-date, respectively, fueled by robust semiconductor earnings and rising AI-related demand.Meanwhile, Taiwan’s stock market has overtaken India’s to become the fifth largest in the world, trailing the U.S., mainland China, Japan, and Hong Kong, as per a Bloomberg <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-05-26/tsmc-s-relentless-rise-powers-taiwan-s-market-value-above-india">report</a>. The boost is mainly due to a sharp rally in <a href="https://stocktwits.com/symbol/tsm">Taiwan Semiconductor Manufacturing Co. (TSM)</a>, the world’s largest chipmaker. U.S.-listed shares of Taiwan Semiconductor Manufacturing have more than doubled in value in the last year as demand for advanced AI chips continues to soar.The AI-driven rally has significantly boosted the iShares MSCI Emerging Markets ETF. According to Koyfin data, TSM alone accounts for 14.28% of the fund’s portfolio. Combined with South Korean chip giants Samsung Electronics and SK Hynix, semiconductor companies now make up nearly 28% of the ETF’s total holdings.SK Hynix surged more than 10% in Seoul trading on Wednesday, pushing the company past the $1 trillion market capitalization milestone. Samsung Electronics also climbed 6.4%.“Markets with limited exposure to tech hardware are increasingly being overshadowed by tech hardware–heavy markets such as Taiwan and Korea,” Yi Ping Liao, a fund manager at Franklin Templeton, reportedly told Bloomberg.<h2 class="st-heading-2">US To Lag Rest Of The World?</h2>The Invesco QQQ Trust also has a heavy concentration in AI-linked names, with Nvidia, Apple, Microsoft, Amazon and <a href="https://stocktwits.com/symbol/mu">Micron Technology</a> collectively making up more than 30% of its portfolio. MU alone accounts for a 3.81% weighting.However, Yardeni Research has highlighted how the All Country World ex-U.S. MSCI has already outperformed the U.S. MSCI over the past year and early this year for the first time since the 2000s.In a note, the firm has reportedly reiterated its "Go Global" investment strategy, noting that "the rest of the world might soon start outperforming the US again on expectations that the end of the war is in sight."The outlook signals a growing investor shift toward global cyclical markets, export-driven economies, and semiconductor-heavy regions as energy costs and inflation pressures continue to ease.<h2 class="st-heading-2">What’s Retail Thinking?</h2>On Stocktwits, retail sentiment around EEM was in the ‘bullish’ territory amid ‘high’ message volumes at the time of writing. For QQQ as well, sentiment was in the ‘bullish’ territory, but message volumes remained ‘low.’One user on the QQQ feed said, “sell off starts with month end rebalancing! Take profit at ATH.”<stembedurl>https://stocktwits.com/Pablotestuse/message/654456331</stembedurl>Another user said that the market “is stuck in drive, only going up, calls all day everyday you can’t lose at this rate.”<stembedurl>https://stocktwits.com/Cloudchowdur/message/654455441</stembedurl>QQQ has rallied 40% in the last one year, while EEM has surged 48% in the same time.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/ai-focused-dram-etf-more-than-doubles-since-april-debut-as-micron-sk-hynix-stocks-cross-1-trillion-together-retail-traders-pile-in/cZgXHn9ReAP">AI-Focused DRAM ETF More Than Doubles Since April Debut As Micron, SK Hynix Stocks Cross $1 Trillion Together: Retail Traders Pile In</a>

South Korea's KOSPI Hits Record High, Surging Over 5% To Surpass 6,900 Mark (Photo by Chris Jung/NurPhoto via Getty Images)

The iShares MSCI Emerging Markets ETF (EEM) has surged 25% so far in 2026, overtaking the State Street SPDR S&P 500 ETF Trust (SPY), State Street SPDR Dow Jones Indust Avg ETF Trust (DIA), and the Invesco QQQ Trust (QQQ).

iShares MSCI Emerging Markets ETF

Micron Technology Inc

Taiwan Semiconductor Manufacturing - ADR

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What do you think the S&amp;P 500&#39;s ($SPY) return will be next week?

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$EEM long money play. If the dollar gets waxed this will run. Also just breaking out of massive base.

Nathan

$EEM starting to look attractive again down here. Trailing late 2025 move.. with much less volume than March 2026 lows

nobodyspecial

Emerging markets ETF $EEM breaking below its recent trading range amidst the Semiconductor $SMH selloff, projecting a move towards $61.  We have been suggesting to our subscribers they sell/short exposure.

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