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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, driven by accelerating commercial AI adoption, are dominating discussion, but the stock has fallen despite the beat. Traders are divided between viewing the selloff as an opportunity after strong execution and arguing that lofty valuation and high expectations leave little room for upside.

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 quarterly earnings beat estimates, but shares fell as traders focused on weaker holiday-quarter margin guidance tied to rising memory costs, alongside misses in some product and regional segments. The community is divided between dip buyers pointing to strong iPhone sales and bearish traders concerned about margin pressure, slower growth, and valuation.

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 proposed all-stock acquisition of Lumentum has sparked a sharp selloff, as traders criticize the deals scale, expected shareholder dilution, and long path to closing. Others see strategic value in combining Marvells chips and networking with Lumentums optical technology for AI data centers.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMDs sharp pre-earnings selloff is fueling debate over whether its results and forward guidance can counter weakness across semiconductors after Intels warning and broader concerns about AI-stock valuations. Traders are split between expecting strong AI-chip demand to support a rebound and fearing that even a beat could be sold off amid the sector downturn.

Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

Carvanas Q3 report, with record sales growth and stronger-than-expected adjusted EBITDA, has fueled a sharp rally and short-squeeze speculation, despite an EPS miss and pressure on per-car margins. Bulls see momentum continuing, while bears question the valuation and earnings quality, pointing to weaker unit economics, financing risks and insider activity.

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

Backblazes better-than-expected Q3 results and raised full-year and Q4 outlook, alongside strong growth in B2 cloud storage, are driving attention and reinforcing the communitys AI-storage growth thesis. Traders are celebrating the earnings reaction and possible short covering, while others remain wary of the stocks volatility and financing or dilution risks.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

A strong quarterly earnings beat, higher fiscal-year revenue outlook, and robust bookings for AI-chip burn-in testing are driving attention, reinforcing the communitys view that demand is growing. Traders are split between celebrating the fundamentals and questioning why the shares are falling amid broader market weakness, with some viewing the reaction as a selloff rather than a lasting reversal.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

SOXX is under pressure as investors question whether heavy AI and data-center spending will generate adequate returns, alongside valuation and financing concerns weighing on semiconductor stocks. Traders are split between buying the selloff on confidence in durable chip demand and warning that the correction could deepen if support levels fail.

Modine Manufacturing Co. engages in the provision of thermal management products and solutions. It operates through the Climate Solutions and Performance Technologies business segments. The Climate Solutions segment provides climate-controlled solutions and components, heat transfer products, heating, ventilating, air conditioning and refrigeration products, and data center cooling solutions. The Performance Technologies segment designs and manufactures air- and liquid-cooled technology for vehicular, stationary power, and industrial applications. In addition, the Performance Technologies segment provides thermal solutions to zero-emission and hybrid commercial vehicle and automotive customers, and coating products and application services. The company was founded by Arthur B. Modine on June 23, 1916 and is headquartered in Racine, WI.

Modine Manufacturing Co.

MOD is drawing attention amid a selloff that traders link to weakness in tech and AI-infrastructure stocks, alongside concerns that its valuation is no longer sustainable. The community is split between expecting further downside and viewing the pullback as a buying opportunity ahead of earnings.

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 under pressure ahead of its quarterly report, with traders pointing to a Bank of America downgrade and heavy selling. Bears cite earnings risk, rate-sensitive lending and debt concerns, while speculation about an earnings leak or large seller remains unverified and some investors see the selloff as overdone.

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Better iShares Emerging Markets ETF: IEMG vs. EEM

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

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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.”


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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...

iShares Inc. - iShares Core MSCI Emerging Markets ETF

Bearish 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)

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