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nLIGHT, Inc. engages in the provision of semiconductor and fiber lasers for aerospace and defense, industrial, and microfabrication applications. It operates through the Laser Products and Advanced Development segments. The Laser Products segment designs, manufactures, and sells a range of semiconductor lasers and fiber lasers that are typically integrated into laser systems or manufacturing tools built by customers. The Advanced Development segment focuses on research, design, and prototyping of next-generation laser technologies, leveraging expertise in laser technology, development, beam control, and advanced optics. The company was founded by Scott H. Keeney, Mark DeVito, and Jason Farmer in June 2000 and is headquartered in Camas, WA.

nLIGHT Inc

nLIGHT ($LASR) is trending amid discussions about potential defense contracts, particularly related to the "Golden Dome" initiative, which is a proposed multi-layered missile defense system designed to protect the U.S. Some investors believe $LASR could be a key player, similar to $PLTR, and community members are setting high sell orders to prevent share borrowing by shorts. There's also chatter around technical analysis, potential breakouts, and previous earnings performance driving the stock's momentum.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals Corp. is trending as discussions revolve around the potential of its Greenland project and its role in securing critical mineral supply chains, particularly with recent drilling results highlighting multi-commodity potential. The community is actively discussing the implications of the project's resources, including zirconium, tantalum, yttrium, and cerium, for various high-tech applications. Community members are also weighing the potential for government stakes and how the company fits into the broader context of Western nations reducing reliance on Chinese mineral resources.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and the FC SAN business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom (AVGO) is facing heavy selling pressure, with community members pointing to concerns over AI revenue specifics and margin compression following the recent earnings report. This has led to a sharp decline, triggering discussions about oversold conditions, potential bottom levels, and whether a significant rebound is likely. Sentiment is mixed, with some investors seeing a buying opportunity amidst the volatility, while others express frustration and anticipate further downside.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is trending downwards, with the community discussing the potential for further declines and key support levels, possibly driven by overall market concerns and sector-specific headwinds related to data center profitability. Investors are debating whether the recent drop represents a buying opportunity or a sign of deeper issues, with discussions around the company's fundamentals versus market sentiment. The conversation includes mentions of AI bubble fears, tax-loss harvesting, and potential rate hikes, adding to the uncertainty surrounding the stock.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is trending as the stock tests new 2025 highs, driven by ongoing autonomous driving tests and excitement around potential robotaxi deployment; the community is debating whether the current valuation is justified, considering future growth prospects versus current fundamentals. Discussions also include potential impacts from Elon Musk's other ventures like SpaceX.

$WORKIE is the official workers memecoin on Base.

Workie

Workie crypto is gaining attention as community members actively promote the token and share contract addresses. The community emphasizes the potential for financial independence, envisioning a future free from traditional work. Ongoing discussions focus on increasing visibility and encouraging further investment in Workie.

AMC Robotics Corp. engages in developing and deploying AI-enabled robotics and smart security solutions, especially for warehouse automation, enterprise security, robotics patrol/incident-response and logistics automation. The company is headquartered in New York, NY.

AMC Robotics Corp.

AMCI is trending due to its explosive move and massive after-hours continuation, with the community actively discussing overnight trading and potential price targets. The stock, a robotics de-SPAC, is drawing attention as traders assess its potential in the robotics theme, despite some mixed sentiment in the sector. Discussions also revolve around possible short squeezes and comparisons to other high-flying stocks.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is trending as optimism grows around its AI and autonomous driving initiatives, particularly after unveiling its custom AI chip. The community is discussing the potential for Rivian to become a leader in software-defined vehicles, challenging Tesla's dominance. Broader market interest is buoyed by Needham's boosted price target and overall positive sentiment for EV growth names.

Ford Motor Co. engages in the manufacture, distribution, and sale of automobiles. It operates through the following segments: Ford Blue, Ford Model E, Ford Pro, Ford Next, Ford Credit, and Corporate Other. The Ford Blue, Ford Model E, and Ford Pro segment includes the sale of Ford and Lincoln vehicles, service parts, and accessories, together with the associated costs to develop, manufacture, distribute, and service the vehicles, parts, and accessories. The Ford Next segment is involved in the expenses and investments for emerging business initiatives aimed at creating value for Ford in vehicle-adjacent market segments. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. The Corporate Other segment refers to corporate governance expenses, past service pension and OPEB income and expense, interest income and gains and losses from cash, cash equivalents, and marketable securities, and foreign exchange derivatives gains, and losses associated with intercompany lending. The company was founded by Henry Ford on June 16, 1903 and is headquartered in Dearborn, MI.

Ford Motor Co.

Ford Motor Co

Ford ($F) is trending as investors digest the company's EV strategy amid a large EV-related charge and production adjustments, with community chatter focusing on the implications for future profitability and competition with companies like Tesla. The stock's after-hours movement and increased FY25 EBIT view are contributing to the discussion, alongside analysis of Ford's strategic pivot towards hybrids and potential F-150 write-downs.

Radiopharm Theranostics Ltd. operates as a pre-clinical and clinical research company. It focuses on the development of radiopharmaceutical products for diagnostic and therapeutic uses in areas of high unmet medical need. The company is founded by Paul A. Hopper in 2021 headquartered Carlton, Australia.

Radiopharm Theranostics Ltd - ADR

RADX is trending due to significant intraday volatility following positive Phase 2b trial data, leading to discussions about potential short squeezes and the company's financial stability. Community chatter revolves around high trading volume, potential price targets, and whether the stock is overvalued or poised for further gains based on its therapeutic pipeline. The stock's webinar presentation is also a key point of discussion, with investors looking for further catalysts.

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Here's Why 2026 Could Be a Breakout Year for India ETFs

With economic optimism rising and long-term drivers strengthening, these ETFs offer a smart way to tap the country's 2026 breakout potential.

<ul class="summary-bullets"><li>India’s data-center capacity is projected to jump from 1.5 GW to 10 GW by 2030 amid rising data generation and a major compute shortfall.</li><li>Amazon, Microsoft, Google and others unveil multiyear, multibillion-dollar plans to expand cloud and AI infrastructure across key Indian cities.</li><li>Reliance, TCS, Adani and new operators are accelerating domestic buildout, reinforcing India’s emergence as a critical global AI infrastructure node.</li></ul>In the scramble for AI supremacy, hyperscalers and data-center companies are investing at a breakneck pace — enough to draw skepticism over whether such massive capital spending will ever deliver adequate returns. Against this backdrop, headlines of megacap hyperscalers pouring billions into India have been steadily trickling in.<h2 class="st-heading-2">India Beckons</h2>E-commerce giant Amazon (AMZN), which has a thriving cloud computing business, became the latest to announce a multi-year, multibillion-dollar commitment in India to advance AI innovation. The Amazon news comes close on the heels of Microsoft’s announcement regarding $17.5 billion investment in the country over four years ending 2029.While Amazon stated that the $35 billion will be spent on expanding all of its businesses and on three strategic pillars, namely AI-driven digitization, export growth and job creation, Microsoft’s largesse was set to be splurged primarily on cloud and AI infrastructure.The software giant said this marked its largest investment in Asia and that it hoped to have the largest hyperscale presence in Indian when the new data center goes live in mid-2026.Not long ago, Alphabet, Inc.’s (GOOGL) (GOOG) Google made a $15 billion push in India, meant to build an AI hub in the port city of Visakhapatnam situated in the southern state of Andhra Pradesh. Delving into the investment, CEO Sundar Pichai said, “This hub combines gigawatt-scale compute capacity, a new international subsea gateway, and large-scale energy infrastructure.” Google said the AI hub with house a purpose-built data center campus capable of gigawatt-scale compute capacity.Meta is also rumored to be considering building datacenter infrastructure in the subcontinent. An Economic Times report&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://economictimes.indiatimes.com/tech/technology/meta-to-partner-with-sify-for-500-mw-visakhapatnam-data-centre/articleshow/125475106.cms?from=mdr">stated</a> in late November that the Mark Zuckerberg-led company is looking to partner with India’s Sify Technologies to build a 500-megawatt data center in Visakhapatnam. Sify will reportedly spend $1.7 billion on the project and lease it to Meta. The social-media giant will also implement its ambitious subsea cable project ‘Waterworth’ at Sify’s landing station in the area.<h4 class="st-heading-4">&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;India Raking In AI Windfall</h4><figure class="table" style="width:96.28%;"><table class="ck-table-resized"><colgroup><col style="width:19.21%;"><col style="width:20.22%;"><col style="width:13.26%;"><col style="width:20.52%;"><col style="width:26.79%;"></colgroup><tbody><tr><td>&nbsp;</td><td>Investment Size</td><td>Time Horizon</td><td>Data Center Location</td><td>Data Center Capacity</td></tr><tr><td>Google</td><td>$15B</td><td>Through 2030</td><td>Visakhapatnam</td><td>gigawatt-scale</td></tr><tr><td>Microsoft</td><td>$17.5B</td><td>Through 2029</td><td>Hyderabad</td><td>&nbsp;</td></tr><tr><td>Amazon</td><td>$35B</td><td>Through 2030</td><td>Expansion, New facilities in Telangana &amp; Maharashtra</td><td>&nbsp;</td></tr><tr><td>Meta (unconfirmed)</td><td>to lease from Sify</td><td>-</td><td>Visakhapatnam</td><td>500-megawatt</td></tr></tbody></table></figure>Incidentally, Sam Altman-led OpenAI, the maker of the ChatGPT large-language model, is also looking the India way. A Bloomberg report in August stated that the company was&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-09-01/openai-plans-india-data-center-in-major-stargate-expansion">scouting&nbsp;</a>for partners to set up data centers with at least 1 gigawatt of capacity.<h2 class="st-heading-2">Domestic Players Join The Party</h2>India’s top business groups, as well as newer data center operators, are also deepening their commitments. These include:-Billionaire Mukesh Ambani-owned Reliance Industries’&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.financialexpress.com/life/technology-reliance-to-build-worlds-largest-ai-powered-data-center-in-jamnagar-with-30-billion-investment-3724737/">planned</a> data center in Jamnagar to be built for $20 billion to $30 billion; Once operational, it is expected to exceed the capacity of the world’s largest data center (600-MW capacity), operated by Microsoft in Virginia-Indian IT services giant TCS recently announced a strategic partnership with private-equity firm TPG for its AI data center business, which it calls HyperVault. The project involves a cost of $2 billion, with TPG contributing roughly 50% of the investment.-Adani Group’s proposed 48 MW AI green data center in Telangana&nbsp;The Adani Group will also reportedly invest $5 billion in Google’s AI data center project.<h2 class="st-heading-2">Pull Behind India’s Data Center Surge</h2>Consulting firm McKinsey estimates that datacenters equipped to handle AI processing loads would require $5.2 trillion in Capital expenditure (Capex) by 2030, and that for traditional IT applications would need another $1.5 trillion, taking the total to $7 trillion in capital outlays by 2030.&nbsp;India currently has 1.5 GW of data center capacity, which is expected to increase to 10 GW by 2030, according to TCS. Citing estimates, the company said the Indian data center market has attracted about $94 billion in investment since 2019.Deloitte’s estimates put India’s cumulative data center investments at $105 billion by 2025-07.<figure class="image"><img style="aspect-ratio:654/509;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_10_at_6_02_04_AM_png_d4c6ba08ca.webp" alt="Screenshot 2025-12-10 at 6.02.04 AM.png" width="654" height="509"></figure>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Source: DeloitteThe firm opines that there is a mismatch between India’s data center capacity and the data it hosts. The country hosts about 20% of the world’s data, yet accounts for less than 3% of global data center capacity.&nbsp;<blockquote>"The gap between India’s AI aspirations and compute infrastructure presents a strategic opportunity and a national imperative to build AI data centres at scale."</blockquote><h2 class="st-heading-2">How Hyperscalers’ Stocks Performed This Year</h2>The “Magnificent Seven” group, of which the hyperscalers are part, has outperformed the broader U.S. market this year. The&nbsp;<a href="https://stocktwits.com/symbol/MAGS">Roundhill Magnificent Seven ETF (MAGS)</a>, an exchange-traded fund that tracks the Mag 7s, has risen 23% this year compared to the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>’s 18% gain.The&nbsp;<a href="https://stocktwits.com/symbol/GOOGL">Alphabet stock</a> (+68%) has been the outperformer in the group,&nbsp;<a href="https://stocktwits.com/symbol/MSFT">Microsoft&nbsp;</a>(+18%),&nbsp;<a href="https://stocktwits.com/symbol/META">Meta&nbsp;</a>(+13%), and&nbsp;<a href="https://stocktwits.com/symbol/AMZN">Amazon&nbsp;</a>(+4%) trailing it.<img src="https://news.stocktwits-cdn.com/Hyperscalers_YTD_return_png_0842df1524.webp" alt="Hyperscalers YTD return.png">Source: KoyfinOn Stocktwits, retail sentiment toward Alphabet was ‘bearish’ as of early Wednesday, while that toward Microsoft, Amazon, and Meta was ‘neutral.’ According to Koyin, the maximum upside potential among the four stocks is for Amazon (+30%).For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/how-wdc-stx-stocks-became-unlikely-ai-winners-of-2025/cLIussoRENn">The Best AI Trades Of The Year Weren’t Nvidia Or AMD — They Were 2 Old-School Storage Giants</a>

Microsoft CEO Satya Nadella addresses the Microsoft Future Decoded Summit at St Regis, on February 24, 2020 in Mumbai, India. 

Big Tech’s AI Gold Rush Heads East: Why India Is Becoming The New Battleground For Microsoft, Google And Amazon

Global and domestic giants are committing unprecedented sums to India, targeting AI hubs, hyperscale data centers, and capacity gaps that position the country as a future compute powerhouse.

Equity

Global and domestic giants are committing unprecedented sums to India, targeting AI hubs, hyperscale data centers, and capacity gaps that position the country as a future compute powerhouse.


4 India ETFs Under the Spotlight as RBI Cuts Interest Rate

India ETFs, like INDY and FLIN, draw fresh attention as the country's stock market rallies on the RBI's latest rate cut.  

Should You Add India ETFs to Your Portfolio Now?

With forecasts rising and growth outlook strengthening across the economy, India ETFs like INDA and EPI could be gearing up for a major run.

Goldman Sachs' Upgrade: A Signal to Invest in Indian ETFs?

Goldman Sachs turns bullish on India, forecasting a 14% Nifty 50 rise and renewed upside potential for Indian ETFs like INDY and EPI.   


<ul class="summary-bullets"><li>“I'm doing a trade deal with India, and I have great respect and love for Prime Minister Modi.” — President Donald Trump.</li><li>According to a Bloomberg News report, Modi reportedly skipped the Association of Southeast Asian Nations (ASEAN) summit in Kuala Lumpur to avoid a meeting with Trump and having a possible discussion on Pakistan.</li><li>India currently faces 50% tariffs on its exports to the U.S., after Trump slapped additional levies for the country’s purchases of Russian oil.</li></ul>U.S. President Donald Trump said on Wednesday that Washington, D.C., is going to do a trade deal with India, while adding that he has “great respect and love” for Indian Prime Minister Narendra Modi.The Republican President spoke about the potential deal during the Asia-Pacific Economic Cooperation summit in Gyeongju, South Korea. He also repeated his claim that the U.S. played a key role in the ceasefire between India and Pakistan in May, which India has denied on numerous occasions.<h2 class="st-heading-2">What Did The US President Say?</h2>“I'm doing a trade deal with India, and I have great respect and love for Prime Minister Modi,” Trump said. He also said he spoke with both Modi and Pakistan’s prime minister, Shehbaz Sharif, and threatened to withdraw from trade deals with their respective nations, which helped avert a “nuclear war.”While Trump and Modi have shared a cordial relationship in the past, the U.S. President’s assertions about the American role in ending the conflict between India and its neighbor have strained it. According to a Bloomberg News <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-10-28/modi-skipped-summit-due-to-worries-trump-would-mention-pakistan?srnd=homepage-asia">report</a>, Modi reportedly skipped the Association of Southeast Asian Nations (ASEAN) summit in Kuala Lumpur to avoid a meeting with Trump and having a possible discussion on Pakistan.Trump reiterated his respect and admiration for Modi by describing him as “tough as hell” and “the nicest looking guy.” This praise also comes at a time when both countries are working to strengthen economic ties that have been marred by turbulent trade negotiations.On the market front, retail sentiment on Stocktwits about the <a href="https://stocktwits.com/symbol/INDA">iShares MSCI India ETF</a> was still in the ‘neutral’ territory at the time of writing.<figure class="image"><img style="aspect-ratio:795/99;" src="https://news.stocktwits-cdn.com/INDA_O_Ct_29_JPG_522aa531a8.webp" alt=" INDA’s Sentiment Meter and Message Volume as of 05:44 a.m. ET on Oct. 29, 2025 | Source: Stocktwits" width="795" height="99"><figcaption>&nbsp;INDA’s Sentiment Meter and Message Volume as of 05:44 a.m. ET on Oct. 29, 2025 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Are The US And India Close To A Trade Deal?</h2>India currently faces 50% tariffs on its exports to the U.S., after Trump slapped additional levies for the country’s purchases of Russian oil. Last week, a report by the Indian publication Mint stated that India and the U.S. are on the cusp of finalizing a long-overdue trade agreement that could significantly lower U.S. tariffs on Indian goods from around 50% to 15%-16%. This is contingent on India’s commitment to scaling back its purchases of Russian oil.The report stated that as part of the proposed deal, India may permit higher imports of non-genetically modified U.S. corn and soymeal. This has been another sticking point in the ongoing negotiations, as India guarded the price-sensitive agricultural and dairy markets.The agreement could also include a framework for periodic review of tariffs and market access.While no deal has been formally announced, Indian External Affairs Minister S. Jaishankar met with Secretary of State Marco Rubio earlier this week to discuss bilateral ties.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/fiserv-q3-earnings-preview-as-spending-trends-in-focus/cLGZ1aQR3vv">Fiserv Q3 Earnings Preview: Spending Trends In Focus, Analysts Warn Of Lower Sales Forecast</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 (Photo by Prakash SINGH / AFP) (Photo by PRAKASH SINGH/AFP via Getty Images)

Trump Says US Is ‘Doing A Trade Deal With India,’ Calls Modi ‘Tough As Hell’

The Republican President spoke about the potential deal during the Asia-Pacific Economic Cooperation summit in Gyeongju, South Korea.

The Geopolitical Windfall for Indian ETFs as Trump Hints at Tariff Cut 

Indian ETFs like INDA and FLIN gain spotlight as U.S.-India trade deal seems to near, which could slash tariffs and reignite investor confidence. 

U.S. President Donald Trump struck a constructive tone on Tuesday regarding trade negotiations with India and his "very good friend," Indian Prime Minister Narendra Modi, even as he urged European Union officials, behind closed doors, to impose high tariffs on the South Asian nation.Trump reportedly discussed the proposal in a meeting with EU officials on Tuesday, according to a Financial Times&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/2267eb41-b19a-4a9f-93ca-14ac0343cd77">report</a>, based on information from unnamed U.S. officials, published in the evening. He has asked for up to 100% EU tariffs on imports from India as well as China, in a move aimed at turning up the heat on Moscow to end the war in Ukraine.The two nations heavily purchase Russian oil, something Trump has criticized, saying that it indirectly funds the Ukraine war.Last month, the U.S. announced a 50% tariff rate on Indian exports, in part because of the country's trade with Russia. The move came as a surprise and signaled tensions between the U.S. and India, which have traditionally had friendly relations.&nbsp;&nbsp;&nbsp;About an hour after the FT report, Trump posted on his Truth Social account that the U.S. is working with India to resolve trade barriers."I look forward to speaking with my very good friend, Prime Minister Modi, in the upcoming weeks. I feel certain that there will be no difficulty in coming to a successful conclusion for both of our Great Countries!" he&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/posts/115176472700835865">said</a>.Modi<a target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/narendramodi/status/1965597878237139351">&nbsp;replied</a> through his X account early Wednesday morning (India time), saying the two countries are "close friends and natural partners" and expressing confidence in reaching a trade agreement that benefits both.Meanwhile, Trump told reporters Tuesday evening that he expects to have a call with Russian President Vladimir Putin "this week or early next week". Trump has for months pushed to end the war in Ukraine with limited success, as Russian attacks in the country have intensified in recent weeks.The latest development also follows a seemingly successful summit between Chinese President Xi Jinping, Putin, and Modi last week.The U.S. market has outperformed India’s in terms of growth so far this year, a period marked by intense volatility due to Trump’s ever-evolving tariff plan. The&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF Trust (SPY)</a> has gained 10.3%, compared to a 1.6% decline in the&nbsp;<a href="https://stocktwits.com/symbol/INDA">iShares MSCI India ETF (INDA)</a>, which tracks Indian stocks.On Stocktwits, the retail sentiment for SPY remained in the ‘bullish’ zone, while that for INDA dropped to ‘neutral’ from ‘bullish’ the previous day.Editor’s note: This story has been updated with Indian PM Narendra Modi’s reaction to Trump’s Truth Social post.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Donald Trump and Narendra Modi pictured during a joint press conference at the White House on February 13, 2025. (Photo by Andrew Harnik/Getty Images)

Trump Praises ‘Good Friend’ Modi Publicly, But Reportedly Pressures EU Privately To Clamp Down On India With 100% Tariffs

Last month, the U.S. announced a 50% tariff rate on Indian exports, in part because of the country's trade with Russia.

Tech giant Apple, Inc. (APPL) is making considerable inroads in India, a country where it has expanded its manufacturing presence as well, as the U.S.-China standoff continues to be a headwind.&nbsp;A Bloomberg <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-09-05/apple-s-india-sales-hit-record-9-billion-after-big-retail-push">report,</a> citing people familiar with the matter, stated that Apple’s sales in India reached $9 billion in the fiscal year that ended in March 2025. This marked a $1 billion (12.5%) increase from the previous fiscal year. In Apple’s fiscal year, which ended in September 2024, its overall revenue increased 2%, with iPhone sales a tad better at 3%.Cupertino’s flagship product, the iPhone, drove the bulk of the sales in India, with MacBook laptops also witnessing a demand surge.&nbsp;<a href="https://stocktwits.com/symbol/AAPL">Apple stock</a> is among the worst-performing mega-cap stocks this year, having pulled back about 4% year-to-date (YTD). On Stocktwits, retail traders were ‘neutral’ (54/100) on the stock as of early Friday, but the message volume remained at ‘normal’ levels.<figure class="image"><img style="aspect-ratio:618/51;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_05_at_3_36_45_AM_png_f9acf5cd00.webp" alt="Screenshot 2025-09-05 at 3.36.45 AM.png" width="618" height="51"><figcaption>AAPL sentiment and message volume as of 3:30 a.m. ET, Sept. 5 | source: Stocktwits</figcaption></figure>China, which was once the most important market for the Tim Cook-led company from both demand and supply perspectives, has seen a pushback due to tapering demand amid competitive pressure and macroeconomic weakness. After the U.S. President Donald Trump slapped hefty tariffs on exports from China, Apple has shifted most of its U.S.-bound iPhone assembly to India.&nbsp;Acknowledging the untapped market opportunity in India, which was previously overlooked due to the country's price-sensitive consumer base, Apple has opened two additional retail outlets in the country this week.&nbsp;The new outlets are located in Hebbal, Bangalore, and Koregaon Park in Pune, in addition to the existing ones in Delhi and Mumbai, which opened in 2023.Cook posted about the new stories on his X account. “Say hello to Apple Hebbal in Bengaluru and Apple Koregaon Park in Pune! We are thrilled to continue to bring the best of Apple to customers across India at these two new stores,” he said in the post.<img src="https://news.stocktwits-cdn.com/Screenshot_2025_09_05_at_2_53_15_AM_png_3d1746a0e0.webp" alt="Screenshot 2025-09-05 at 2.53.15 AM.png">iPhones, however, remain pricier products in India, the Bloomberg report noted, as it observed that an entry-level iPhone costs $906.39 in India compared to $799 in the U.S., due to higher taxes. Apple has strived to make it affordable to the growing working class in India by offering student rebates, trade-in discounts, and credit card rebates through partnerships with banks.&nbsp;Counterpoint Research stated in a report that the iPhone 16 was the most shipped device in India during the June quarter, as the ultra-premium segment outperformed the overall smartphone market.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/what-happened-at-trump-s-white-house-dinner-for-tech-ce-os/chwIclaRdpQ">What Happened At Trump's White House Dinner For Tech CEOs — And Why Elon Musk Was Nowhere To Be Seen</a>

 View of iPhone 16 models kept on display at the Apple store in Bandra Kurla Complex (BKC) in Mumbai. 

Apple’s India Sales Hit Record $9B As iPhone Demand Surges: 2 New Stores Open

In India, Cupertino’s flagship product, the iPhone, drove the bulk of the sales, with MacBook laptops also witnessing a demand surge. 

U.S. President Donald Trump's foreign and trade policies are redrawing the dynamics among countries that find themselves on the losing side of his agenda.A new report by Bloomberg, published on Thursday, stated that China reached out to India in March, and India began responding constructively in June as India's trade negotiations with the U.S.&nbsp;became contentious.&nbsp;Chinese President Xi Jinping wrote a letter to Indian President Droupadi Murmu, expressing concerns about any U.S. deals that would harm China’s interests and suggesting engagement to improve India-China ties, Bloomberg&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-08-28/secret-xi-letter-revived-india-ties-after-trump-tariff-barrage">reported</a>, citing an unnamed Indian official.Xi’s letter named a provincial official who would steer Beijing’s efforts. The message was also passed on to Indian Prime Minister Narendra Modi at the time.By August, Indo-Chinese ties appeared to have moved past the souring triggered by&nbsp;a major border skirmish in 2020, with Modi scheduled to visit China for the first time in seven years this weekend.The U.S. has been high-handed with China, setting insurmountable import duties on the country just after Trump first announced the tariff rates for all countries in April.After multiple revisions and rollovers, the current rates are lower, with the U.S. and China engaged in talks for a permanent agreement, giving global markets some relief.India's negotiations with its long-time friendly partner soured rather abruptly when Trump last month accused India of supporting Russia and its war in Ukraine by buying large quantities of Russian oil. The U.S. imposed a steep 50% tariff rate on Indian imports in retaliation.In July, Indian External Affairs Minister Subrahmanyam Jaishankar met with his Chinese counterpart, Wang Yi, in Beijing,&nbsp;marking the first such visit in five years. China assured India of supplies of fertilizer and rare earths during the meeting, and in the coming weeks, a series of steps were taken to improve ties.According to Bloomberg, direct flights between India and China&nbsp;are expected to resume next month. Beijing has eased curbs on urea shipments, while India has resumed tourist visas for Chinese nationals.India's Adani Group is also exploring a tie-up with Chinese EV giant BYD, which would allow the conglomerate to manufacture batteries in India.For now, the moves to normalize relations between New Delhi and Beijing remain incremental, according to the report.In a separate&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/kim-putin-xi-to-stand-shoulder-to-shoulder-in-beijing-parade-amid-growing-tensions-with-trump/chsCCssRdlu">development</a>, North&nbsp;Korean leader Kim Jong Un has accepted Xi's invitation to attend a parade in Beijing next month, alongside Russian President Vladimir Putin. It would be the first in-person meeting between Kim and Xi since 2019.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/alibaba-seeks-6-5-b-loan-refinancing-as-it-pours-cash-into-cloud-ai-and-food-delivery-wars-report/chs6bCXRdl6">Alibaba Seeks $6.5B Loan Refinancing As It Pours Cash Into Cloud, AI And Food Delivery Wars: Report</a>

Indian Prime Minister Narendra Modi (L) with Chinese President Xi Jinping (R) prior to the dinner on September 4, 2017 in Xiamen, China. (Photo by Mikhail Svetlov/Getty Images)

Trump Tariffs Pushed China's Xi To Quietly Court India, Triggering Rare Cooperation Between Asian Rivals: Report

China first reached out to India in March to improve ties, and both sides have been engaging constructively since June.

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