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Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceXs strong quarterly results, rapid growth in its AI compute business, and Musks ambitious revenue outlook fueled bullish enthusiasm. Traders also questioned the valuation and heavy capital spending, with some skeptical that the growth projections are achievable.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micros preliminary first-quarter update sharply raised its revenue outlook and improved its gross-margin forecast, citing stronger AI-platform demand. Many traders view the update as a potential validation of growth and a reason for a re-rating, while others question whether the company can deliver consistently and whether the rally will hold.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflixs quarterly results beat profit expectations, but a softer Q4 outlook and a lower advertising revenue forecast have fueled a selloff amid concerns about slowing growth. Bears see deeper issues with ad execution, engagement and competition, while some bulls view the reaction as overdone given the companys profitability and buybacks.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Reported orders from Alibaba, ByteDance and Tencent for Nvidias export-compliant GPUs have focused attention on Chinese demand despite U.S. restrictions and reported supply limits. Traders also cite strong AI infrastructure spending, including SpaceXs results, as bullish support, while others question whether the spending can earn adequate returns and note Nvidias muted share-price reaction.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS is drawing attention as traders anticipate the REGAL Phase 3 trial reaching its 80-event trigger for final analysis; the last disclosed count was 78. The rebound has fueled speculation about an imminent data update or buyout, amplified by the CEOs next chapter remarks and the companys planned ASH presence, while skeptics stress that no new results or deal have been confirmed.

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 caught in a broad selloff in AI infrastructure and neocloud stocks, as traders worry about debt-funded expansion, financing costs, and whether demand can justify the buildout; weakness in CoreWeave and other peers is a frequent point of comparison. Bulls argue that strong compute demand and upcoming earnings could support a recovery, while others see the rebounds as temporary amid continued sector and market pressure.

TOSHI

TOSHI is drawing attention amid a rebound and increased trading activity, with traders watching a repeatedly tested resistance area and speculating about a breakout or short squeeze. Optimism over a possible move higher is countered by concerns that previous rallies have faded; talk of an upcoming announcement or listing remains unconfirmed.

Fervo Energy Co. operates as a energy company. It builds and operates power facilities in extracting geothermal energy. The company was founded by Jack Norbeck and Timothy Latimer in 2017 and is headquartered in Berkeley, CA.

Fervo Energy Co. - Ordinary Shares - Class A

Fervo Energy Co

FRVO is under pressure amid a sharp selloff and debate over a bearish Morpheus Research report questioning Fervos geothermal performance, including water recovery and project economics; some traders also cite analyst rating cuts and transmission constraints. Bulls dispute the report and point to Cape Stations commercial operation and Google power agreement, while skeptics say execution and scalability remain unproven.

Redwire Corp. engages in the development and provision of space and defense technologies and mission-critical solutions for government, commercial, and civil customers. Its offerings include spacecraft platforms, space infrastructure, avionics, sensors and payloads, power generation systems, radio frequency systems, microgravity research and manufacturing technologies, autonomous systems, optical sensors, and digital engineering solutions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Attention is centered on Redwires upcoming Q3 earnings, with traders watching support for a possible double bottom and looking for a catalyst to reverse recent weakness. Some expect a lift from strength in other space stocks, while others remain cautious about low volume and the stocks inability to hold gains.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the following segments: Materials and Magnetics. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MP is being discussed amid a broad rare-earth sector selloff and uncertainty over U.S.China negotiations and Chinese rare-earth shipments. Traders are split between near-term concerns about continued weakness and the longer-term case for U.S. supply-chain independence, government backing, and MPs magnet-production ramp.

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Choosing an International ETF: The Case For the Developed Market Favorite vs. the Low-Cost Emerging Challenger

Key PointsVanguard FTSE Developed Markets ETF offers a lower expense ratio and a higher dividend yield than iShares Core MSCI Emerging Markets ETF...

International Markets Are Pulling Ahead Of US Stocks In 2026: These 4 ETFs Have Left SPY, QQQ, DIA In The Dust

Equity

An artificial intelligence boom, varied macroeconomic policies, and a volatile foreign exchange market have contributed to gains in markets outside the U.S.

NU Stock Pops After Hours: Monzo Deal Scare Meets Company Denial

Nu said in a filing with the Securities and Exchange Commission that the company “is not pursuing a transaction with Monzo.”


Diversifying in September? iShares Emerging Markets ETF vs. iShares World ETF Compared.

Key PointsiShares MSCI World ETF focuses on developed markets while iShares Core MSCI Emerging Markets ETF targets developing economies...

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: Schwab's Developed Markets SCHF or iShares' Emerging Markets IEMG?

Key PointsSchwab International Equity ETF is more cost-efficient with an expense ratio of 0.03% compared to 0.09% for iShares Core MSCI Emerging Markets ETF...

IXUS vs IEMG: Which International ETF Fits Your Portfolio in 2026?

Key PointsiShares Core MSCI Total International Stock ETF provides broad global exposure including developed markets, whereas iShares Core MSCI Emerging Markets ETF focuses specifically on developing economies...

Which Is the Better International ETF: State Street's Climate-Focused NZAC or iShares' Emerging Markets IEMG?

Key PointsState Street SPDR MSCI ACWI Climate Paris Aligned ETF provides global exposure with a net-zero climate strategy, while iShares Core MSCI Emerging Markets ETF focuses strictly on developing economies...

IEMG, NU, PDD, BAP: Large Inflows Detected at ETF

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares Core MSCI Emerging Markets ETF (Symbol: IEMG) where we have detected an approximate $838.2 million dollar inflow -- that's a 0.6% increase we...

LEGN Stock Plunges 15% After Sudden CEO Exit — But Analyst Reiterates Optimism In Company’s Under-Development Lymphoma Asset 

Legend said on Monday that Ying Huang stepped down as chief executive officer and board member effective July 24. 


iShares Inc. - iShares Core MSCI Emerging Markets ETF

Neutral Sentiment

<ul class="summary-bullets"><li>The iShares MSCI South Korea ETF has surged more than 97% year-to-date, while the iShares MSCI Taiwan ETF (EWT) has gained about 83%.&nbsp;</li><li>The WisdomTree Trust - WisdomTree Japan Hedged Equity Fund (DXJ) has gained 27%, and the iShares Core MSCI Emerging Markets ETF (IEMG) has risen 23.5% so far in 2026.</li><li>Meanwhile, SPY, QQQ, and DIA have gained 13.75%, 22.44%, and 7.52%, respectively.&nbsp;</li></ul>U.S. equity markets have had a strong run in 2026 so far, but international markets, including those in Asia and emerging markets, have surged past domestic returns.&nbsp;While the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>, the&nbsp;<a href="https://stocktwits.com/symbol/dia">SPDR Dow Jones Industrial Average ETF Trust (DIA)</a> and the&nbsp;<a href="https://stocktwits.com/symbol/qqq">Invesco QQQ Trust (QQQ)</a> have all posted gains so far this year, exchange-traded funds linked to South Korea, Taiwan, Japan and other emerging markets have surged past U.S. gains.&nbsp;SPY, QQQ, and DIA have posted gains of 13.75%, 22.44%, and 7.52%, respectively.&nbsp;Meanwhile, the&nbsp;<a href="https://stocktwits.com/symbol/EWY">iShares MSCI South Korea ETF (EWY)</a>, which tracks large- and mid-cap equities in South Korea, has surged more than 97% year-to-date. Meanwhile, the&nbsp;<a href="https://stocktwits.com/symbol/EWT">iShares MSCI Taiwan ETF (EWT)</a> has gained about 83%.&nbsp;The&nbsp;<a href="https://stocktwits.com/symbol/DXJ">WisdomTree Trust - WisdomTree Japan Hedged Equity Fund (DXJ)</a>, which invests in dividend-paying Japanese stocks, has gained 27% over the same period, while&nbsp;<a href="https://stocktwits.com/symbol/IEMG">iShares Core MSCI Emerging Markets ETF (IEMG)</a>, which invests in stocks across global emerging economies including Brazil, China, and India, has risen 23.5%.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261004_110254395_903a25f8d6.png" alt="koyfin_20261004_110254395.png" width="2400" height="1500"></figure><h2 class="st-heading-2">What’s Driving Asian And Emerging Equities Higher?</h2>An artificial intelligence boom, varied macroeconomic policies, and a volatile foreign exchange market have contributed to gains in markets outside the U.S.&nbsp;In South Korea, the AI-driven High Bandwidth Memory boom has strengthened shares of Samsung and SK Hynix, while corporate-governance reforms have also contributed to a broader market re-rating and boosted equities.&nbsp;In Taiwan, Taiwan Semiconductor Manufacturing Company (TSMC), the world's leading dedicated semiconductor foundry, has seen record revenues and earnings amid the AI boom, contributing significantly to the market’s strong performance.&nbsp;Meanwhile, Japan’s corporate governance reforms, rising buybacks and dividends, and improving profitability have driven shares higher, even as the DXJ's yen hedge has helped it gain momentum.&nbsp;Emerging Markets have benefited largely from the chip boom in South Korea and Taiwan, while a weaker dollar at the start of the year and political uncertainty in America also gave them an advantage over U.S. equities.&nbsp;In September, the International Monetary Fund (IMF)&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.imf.org/en/publications/fandd/issues/2026/09/the-rewards-of-rebalancing-sony-kapoor?">pointed out</a> that historical tailwinds for U.S. asset returns are fading amid a weakening dollar, a ballooning federal deficit, persistent inflation, and quantitative tightening.&nbsp;“But emerging market and developing economies offer the most opportunity by far,” the IMF said at the time.&nbsp;<h2 class="st-heading-2">Where Is The Dollar Headed?</h2>The U.S. dollar had a weak start to the year, but has recovered in recent months and is up about 4% year-to-date.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/DXY_2026_10_05_09_40_45_513bcb83f2.png" alt="DXY_2026-10-05_09-40-45.png" width="2068" height="814"><figcaption>U.S. Dollar Performance In 2026 | Source: TradingView</figcaption></figure>However, experts forecast the dollar will weaken again in the coming months. The IMF said in its article that evidence points to a turn in the strong-dollar cycle, which has been an important tailwind for U.S. equities over the past decade and a half.“Expectations of further weakening have driven up the demand for, and the price of, hedging dollar exposures, making the tailwind a headwind. A weaker dollar also increases the relative attractiveness of emerging market and developing economies and has been a strong driver of their significant outperformance since early last year,” it said.&nbsp;A&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/us-dollar-strength-fizzle-fx-forecasters-unmoved-by-searing-rally-2026-10-02/">Reuters poll</a> from last week also indicated that the greenback is set to give up most of its recent gains over the coming year, based on FX strategists polled.&nbsp;While a 80% majority reportedly said that the U.S. dollar ‌was likelier to beat their three-month forecasts than fall short, the FX strategists still held on to their bearish view in the latest poll.&nbsp;"The dollar can remain a little bit on the stronger side in the very near term....But beyond that ​in a six-month to one-year horizon, we are still in a bearish-dollar regime," Jayati Bharadwaj, head of FX strategy at TD Securities, reportedly told Reuters.&nbsp;Last week, J.P.Morgan Asset Management said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://am.jpmorgan.com/gb/en/asset-management/adv/insights/portfolio-insights/fixed-income/chart-of-the-month-sept-2026/?utm_source=chatgpt.com">report</a> that it sees potential for a broad-based decline in the U.S. dollar against other G10 currencies.&nbsp;“Increased domestic spending by the public and private sectors, the global AI capex build-out and the lofty valuation of the US dollar all support our fixed income team’s view that the greenback could weaken from here,” it said.&nbsp;However, it added that a further increase in energy prices amid the U.S.-Iran war and the choked Strait of Hormuz could lead to renewed dollar strength.<h2 class="st-heading-2">Should Investors Refrain From Investing In The US?</h2>Experts largely believe international equities offer more diversified returns at present than U.S. equities, given the concentration risk.&nbsp;The IMF pointed out that in the last three years, just seven companies have accounted for 55% of total S&amp;P 500 returns, mostly due to the AI boom, while the top 10 companies presently make up 40% of the index. “This is not broad-based growth, but a narrow and increasingly fragile bet on a single sector in a single economy,” it said.&nbsp;However, it said that this did not automatically require “a sudden rush for the exit” or a “sell America” trade.&nbsp;“The sensible question is not whether investors should own US assets, but how much they should own. When expected returns fall, and risks rise, the logic of reallocation becomes inevitable for institutional investors bound by a fiduciary duty to invest money wisely—aiming for the highest possible return without taking unnecessary risk,” it said.&nbsp;Meanwhile, State Street Investment Management, in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ssga.com/pt/en_gb/institutional/insights/mind-on-the-market-07-september-2026?">report</a> last month, stressed the importance of diversification as correlation between the U.S. and major international markets has been declining.&nbsp;“Macroeconomic drivers such as inflation and monetary policy, as well as local experiences of global phenomena (supply shocks, tech growth) can create dispersed outcomes across countries,” State Street said.&nbsp;“The combination is expanding the opportunity set outside the US. While regional performance is becoming more differentiated, AI remains a shared catalyst across many markets, allowing investors to broaden their geographic exposures without losing access to a defining structural growth trend.”<h2 class="st-heading-2">US Vs International Equities: Retail Stance</h2>On Stocktwits, retail sentiment around SPY was ‘bullish’ at the time of writing, while it was ‘extremely bullish’ for QQQ and DIA.&nbsp;One user&nbsp;<a href="https://stocktwits.com/FullThrottleTrading/message/665732790">said</a>, “$SPY just open the throttle. Markets bullish right up until Midterms.”Meanwhile, retail sentiment for EWT and IEMG was ‘neutral’ at the time of writing, while it was ‘bearish’ for EWY and DXJ.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

The closing figures of South Korea's benchmark KOSPI and KOSDAQ indexes are displayed on an electronic board at the Korea Exchange on June 8, 2026. (Photo by Chris Jung/NurPhoto via Getty Images)

WisdomTree Trust - WisdomTree Japan Hedged Equity Fund

iShares MSCI Taiwan ETF

iShares MSCI South Korea ETF

iShares Core MSCI Emerging Markets ETF

Hold rates steady

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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.

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