SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

Middle East shipping and energy-infrastructure attack concerns are driving crude higher and drawing attention to USO, which tracks WTI futures. Traders are split between bullish supply-disruption fears and bearish calls for a pullback if tensions ease, with some warning the rally is stretched.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras steep post-IPO decline is drawing attention, with traders focused on successive share-lockup expirations and reported insider selling as potential sources of supply, alongside a price-target cut and weakness in AI stocks. Bears see continued pressure from valuation and execution concerns, while bulls argue the selloff is overdone and point to the companys AI-chip technology and long-term potential.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeaves sharp selloff is centered on concerns about its debt-heavy expansion and costly financing, with HSBCs bearish assessment adding to worries that AI demand may not translate into adequate returns. Traders are split between viewing the backlog and ongoing AI demand as a buying opportunity and fearing that credit costs and refinancing needs could constrain growth; a Goldman upgrade has not settled the debate.

USA Rare Earth, Inc. is a domestic supplier of rare earth magnets and heavy rare earth elements. It develops a vertically integrated domestic supply chain for rare earth element magnet production, with a facility in Stillwater and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

A steep selloff in USAR and the broader rare-earth sector is driving discussion, with traders pointing to dilution concerns, heavy spending before large-scale production and weak sentiment around management. Some blame short selling or broader market pressure, while bulls argue the companys government backing and domestic magnet ambitions support its long-term case and see the decline as oversold.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

UBSs downgrade of NuScale to Sell, citing long commercialization timelines and a lack of firm customer commitments, is driving the selloff. Traders debate whether it signals deeper execution risks, including delays around the TVA opportunity, or overstates the concerns amid weakness across nuclear stocks; some view the decline as a buying opportunity.

Vicor Corp. engages in the design, development, manufacture, and marketing of modular power components. The firm provides complete power systems based upon a portfolio of patented technologies. Its products include AC-DC converters, power systems, and accessories. The company was founded by Patrizio Vinciarelli in 1981 and is headquartered in Andover, MA.

Vicor Corp.

Vicors Q3 results are driving discussion, with traders emphasizing strong revenue growth and improved margins while debating the GAAP EPS shortfall and the lack of forward guidance. Some view the AI power-delivery and licensing growth as encouraging, while others are cautious about valuation and whether the earnings news is enough to support the stock.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStops reminder that its warrants will expire unexercised if holders miss the deadline has become the main focus, with the share price below the exercise threshold. Traders disagree over whether the warrants will lapse and remove a potential dilution overhang or whether Ryan Cohen will take action to make them valuable; some warrant holders express frustration while bulls point to his recent share purchases.

General Motors Co. engages in the designing, manufacturing, and selling of trucks, crossovers, cars, and automobile parts, and in providing software-enabled services and subscriptions. It operates through the following segments: GMNA, GMI, Cruise, and GM Financial. The company was founded by William C. Durant on September 16, 1908 and is headquartered in Detroit, MI.

General Motors Company

GMs quarterly earnings beat and new multiyear buyback are drawing attention, but shares are falling as traders question why the stock dropped despite the results. The debate centers on the unchanged profit-outlook midpoint and weaker vehicle sales versus the buyback and stronger cash-flow outlook.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius is drawing attention amid a sharp AI-infrastructure selloff, as traders debate neocloud funding risks and Gartners warning that many providers may face consolidation. The community is split between viewing the recent bounce as an oversold relief move and expecting further weakness; bulls argue Nebius may be better positioned than debt-heavy peers and could benefit if demand shifts.

RTX Corp. is an aerospace and defense company, which engages in the provision of aerospace and defense systems and services for commercial, military, and government customers. It operates through the following segments: Collins Aerospace Systems (Collins), Pratt and Whitney, Raytheon Intelligence and Space (RIS), and Raytheon Missiles and Defense (RMD). The Collins segment manufactures and sells aero structures, avionics, interiors, mechanical systems, mission systems, and power controls. The Pratt and Whitney segment includes the design and manufacture of aircraft engines and auxiliary power systems for commercial, military, and business aircraft. The RIS segment is involved in the development of sensors, training, and cyber and software solutions. The RMD segment offers end-to-end solutions to detect, track, and engage threats. The company was founded in 1922 and is headquartered in Arlington, VA.

RTX Corp

Raytheon Technologies Corporation

RTX is drawing attention after reporting a strong third-quarter earnings beat and raising its full-year sales, earnings, and cash-flow outlook, with strength across its aerospace and defense businesses. Traders are broadly positive, though some question how much of the guidance increase reflects IEEPA cost recovery versus underlying growth.

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LI Stock Jumps as Li Auto Makes Its Second Launch This Month To Chase 20% Delivery Growth  

Equity

Li Auto called the i9 “a pioneering flagship family SUV.” The six-seat battery-electric vehicle is priced at RMB 369,800 for its standard configuration. 


LI Stock Continues To Hover Near 52-Week Low Despite New, Cheaper MPV Launch

The stock is currently trading around $11.88, just above its 52-week low of $11.65.

NTES Stock Falls After Missing Q2 Earnings Estimates As Higher R&D Expenses Weigh On Profits

NetEase CEO William Ding struck an optimistic note, saying that the company will focus on creating original content, building long-lasting franchises and strengthening communities to sustain player engagement.


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.

ETFs Primed for Gains on NVIDIA's $150B AI Spending Vow in Taiwan

NVDA's planned $150B Taiwan spending spree spotlights AI supply chains and boosts the case for Taiwan-heavy ETFs riding the chip boom. 

XPEV Pops, LI Drops After Earnings: XPeng’s Cost Cuts Outshine Li Auto Discounts

Both XPeng and Li Auto reported a double-digit year-on-year decline in revenue, while still exceeding Wall Street expectations.

TSMC's Upbeat Q1 Earns It A New Price Target Implying Potential 32% Upside — CEO Reiterates Conviction In AI Megatrend

Analysts at Needham raised their price target for TSM to $480 from $410, implying an upside of nearly 32% from current levels.

NIO Stock Extends Rally On ES9 Debut, CEO Reaffirms 40% To 50% Delivery Growth Target In 2026

Nio unveiled its next-generation sports utility vehicle, the ES9, in China last week as it looks to build on the success of the ES8.

China’s Tesla Rival Li Auto Announces $1B Share Repurchase Program — LI Stock Gains

The company said this allows Li Auto to buy back shares from the date of authorization to March 31, 2027.

Should Emerging Market ETFs Play a Bigger Role in Your Portfolio?

As U.S. fund outflows hit a 16-year high and volatility spikes, emerging market ETFs offer a path to diversification and growth.

American Century ETF Trust - Avantis Emerging Markets Equity ETF

Neutral Sentiment

<ul class="summary-bullets"><li>On September 2, the company unveiled a new-generation Li Mega electric MPV, priced at RMB 509,800 for its standard configuration.</li><li>The two drops mark a concentrated push to expand Li Auto’s battery-electric lineup alongside its extended-range L-series SUVs.</li><li>The company is aiming for over 20% delivery growth this year from the 406,000 deliveries reported in 2025.</li></ul><p><br>Shares of Li Auto (LI) rose about 4.5% intraday on Wednesday after the Chinese electric-vehicle maker launched its new flagship battery-electric SUV, the Li i9.</p><p>Li Auto called the i9 “a pioneering flagship family SUV.” The six-seat battery-electric vehicle is priced at RMB 369,800 for its standard configuration. Deliveries begin this week.</p><p>The i9 is Li Auto’s second major product drop in September. On September 2, the company unveiled a new-generation Li Mega electric MPV, priced at RMB 509,800 for its standard configuration. The two drops mark a concentrated push to expand Li Auto’s battery-electric lineup alongside its extended-range L-series SUVs.</p><p>LI stock has edged up 1% so far in September, recovering from a steep 11% drop in August.</p><h2 class="st-heading-2">August Rebound, Full-Year Gap</h2><p>The launches follow a delivery rebound. Li Auto shipped 37,679 vehicles in August, up 32% from a year earlier and ending three straight months of year-on-year declines. Deliveries in the first eight months totaled 261,619, still down 0.6%.</p><p>The company is aiming for over 20% delivery growth this year from the 406,000 deliveries reported in 2025.</p><h2 class="st-heading-2">What’s Next?</h2><p>A refreshed Li i6 SUV launch is due in the fourth quarter with in-house batteries and chips; pre-orders open later this month.</p><p>Li Auto is also rolling out its Mach driver-assistance software, expanding in the Middle East after a Dubai launch of the L9, and preparing a Paris Motor Show debut in October as it enters Europe.</p><h2 class="st-heading-2">How Did LI Retail Traders React?</h2><p>On Stocktwits, retail sentiment around LI stock rose from ‘neutral’ to ‘bullish’ over the past 24 hours, while message volume stayed at ‘normal’ levels.</p><p><a href="https://stocktwits.com/symbol/LI">LI stock</a> has fallen 28% year-to-date.&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/apple-reportedly-taps-nvidia-for-m8-ultra-ai-servers-in-enterprise-comeback-push/cZtYZftRBP9">Apple Reportedly Taps Nvidia For M8 Ultra AI Servers In Enterprise Comeback Push</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

People stop by the booth of the Chinese carmaker Li Auto during an auto show in Hangzhou. (Photo credit should read LONG WEI / Feature China/Future Publishing via Getty Images)

Li Auto called the i9 “a pioneering flagship family SUV.” The six-seat battery-electric vehicle is priced at RMB 369,800 for its standard configuration. 

LI Stock Jumps as Li Auto Makes Its Second Launch This Month To Chase 20% Delivery Growth

SPDR S&P Kensho New Economies Composite ETF

Li Auto Inc - ADR

$SPCX

$NFLX

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$META

Which earnings release are you most looking forward to this week: $SPCX, $NFLX, $TSLA, or $META? Drop a comment for others.

Current Price	$89.44
Prev Close	$88.89
Open	$90.21
Dividend Yield	N/A
50-Day Moving Average	$93.99
Beta	N/A
Avg. Volume	1.63M
PE Ratio	N/A

52-Week High	$100.83
52-Week Low	$73.79
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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