SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantirs strong Q3 results and raised outlook, led by surging U.S. commercial AI sales overtaking government revenue, are driving discussion. Despite the upbeat report, shares fell as traders debated whether growth was already priced in given the stocks high valuation, amid weakness in tech stocks.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples earnings beat estimates, but traders focused on a weaker margin outlook amid rising memory costs, along with soft results in China, iPad and wearables and slower Services growth. Some see the selloff as an overreaction to strong iPhone demand, while others cite margin pressure, slower growth and a high valuation as reasons for concern.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Attention centers on Novavaxs Sanofi partnership: the start of a Phase 3 flu/COVID combination trial triggered a major milestone, and traders are watching for clarity on vaccine sales, royalties and the outlook. Bulls see validation of a partner-led licensing model and Matrix-Ms potential, while skeptics question the scale of recurring revenue and point to weak uptake and a muted share-price response.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is drawing attention amid midterm-election uncertainty, with traders debating how the outcome could affect the stock. Bulls tie a Republican win to a rally, while bears expect Democratic gains to weigh on shares and characterize the recent bounce as a speculative, potentially short-lived move.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart is drawing attention after a steep selloff ahead of its quarterly earnings, with traders also citing a Bank of America price-target cut and concerns about higher rates, credit conditions, and guidance. The community is split between expecting further downside if results disappoint and viewing the drop as setting up a rebound if earnings and outlook hold up.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells announced all-stock acquisition of Lumentum has sparked a sharp selloff and debate over dilution, the price paid, and the long wait before closing. Critics see shareholder-value and execution risks, while some investors argue the deal strengthens Marvells position in AI data-center optical connectivity over the longer term.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

Semiconductor stocks are selling off amid concerns that heavy AI infrastructure spending may not deliver adequate returns, alongside weakness across major chipmakers. Traders are split between calling this an AI-trade peak and viewing the decline as a correction and buying opportunity, with many watching technical support levels.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracles planned stock and bond offerings to fund its AI data-center expansion have fueled a sharp selloff, with many traders focused on shareholder dilution, rising debt and whether the company can earn returns on its spending. Some argue the financing was already disclosed and represents a final, limited raise, viewing the reaction as an overreaction and a buying opportunity.

Backblaze, Inc. operates as a cloud provider for businesses and consumers to store, use, and protect their data. The firm provides a foundation for businesses, developers, IT professionals, and individuals to store, backup, and archive data, host content, manage media, and build their applications. It also offers B2 Cloud Storage and Computer Backup services. The company was founded by Timothy Nufire, Gleb Budman, Charles Jones, Kwok Hang Ng, Brian Wilson, Nilay Patel and Damon Uyeda in 2007 and is headquartered in San Francisco, CA.

Backblaze Inc - Ordinary Shares - Class A

Backblaze is drawing attention after Q3 results beat expectations and the company raised its full-year and Q4 outlook, with strong growth in B2 cloud storage reinforcing its AI-infrastructure thesis. Traders have welcomed the results and post-earnings move, while others remain wary of volatility and continued selling pressure.

ON Semiconductor Corp. engages in the provision of intelligent power and sensing solutions with a primary focus on automotive and industrial markets. It operates through the following segments: Power Solutions Group (PSG), Analog and Mixed-Signal Group (AMG), and Intelligent Sensing Group (ISG). The PSG segment offers discrete, module, and integrated semiconductor products that perform multiple application functions, including power switching, signal conditioning, and circuit protection. The AMG segment designs and develops analog, mixed-signal, power management integrated circuits, sensor interface devices, power conversion, signal chain, and voltage regulation devices. The ISG focuses on the design and development of complementary metal oxide semiconductor image sensors, image signal processors, single photon detectors, including silicon photomultipliers, single photon avalanche diode arrays, and short-wavelength infrared products, as well as actuator drivers for autofocus and image stabilization. The company was founded on July 4, 1999 and is headquartered in Scottsdale, AZ.

ON Semiconductor Corp.

ON is drawing attention after its quarterly results beat expectations, but traders are focused on the post-report decline, citing a cautious outlook and concerns over acquisition costs and automotive demand. Bullish commenters point to improving margins and rapid growth in AI data-center revenue as counterpoints.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

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

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

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

Bearish 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

Up more than 3%

Flat to up 3%

Flat to down 3%

Down more than 3%

What’s your expected total return for the S&amp;P 500 ($SPY) in November?

Stocktwits

What’s your expected total return for the S&P 500 (

Stocktwits Polls

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

Nathan

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.

Feed

News

Sentiment

Fundamentals

Info

EEM iShares MSCI Emerging Markets ETF

Fundamentals

Latest EEM News