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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

NVIDIA is trending after announcing stellar earnings and strong forward guidance, primarily driven by its AI data center business; however, the stock's mixed after-hours reaction has sparked widespread community debate on whether the AI growth narrative is fully priced in or if market makers are actively suppressing its price movement.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk is trending after a significant stock decline driven by softer-than-expected Q1 revenue and EBITDA guidance, despite an EPS beat for Q4. This has sparked intense debate among the community, with some investors viewing the multi-year low as a prime 'buy the dip' opportunity given strong fundamentals and buyback programs, while others express deep concern over its long-term competitive position against rivals like $ZETA and management's strategy.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce is trending after its Q4 earnings report, which delivered strong beats on revenue and EPS, a dividend increase, and an impressive $50 billion share buyback program. Despite these positives, mixed guidance and persistent AI disruption fears for the software sector caused an initial market sell-off, leading to a contentious debate among investors.

Larimar Therapeutics, Inc. Is a clinical-stage biopharmaceutical company, which engages in the research, development, and commercialization of novel therapeutics mitochondrial disorders and Friedreich's ataxia. The company was founded in 2005 and is headquartered in Bala Cynwyd, PA.

Larimar Therapeutics Inc

Larimar Therapeutics is seeing intense trading activity after receiving FDA Breakthrough Therapy Designation for its Friedreich's ataxia drug, nomlabofusp, leading to strong investor optimism for accelerated approval and significant upside. However, an upsized public offering and inherent biotech volatility are fueling active debate among the community about its immediate price trajectory.

Enovix Corp. engages in the design and development of silicon-anode lithium-ion batteries. The firm's proprietary 3D cell architecture increases energy density and maintains a high cycle life. It is also developing its 3D cell technology and production process for the electric vehicle and energy storage markets to help enable utilization of renewable energy. The company was founded by Mr. Harrold Jones Rust, III, Ashok Lahiri, and Murali Ramasubramanian in November 2006 and is headquartered in Fremont, CA.

Enovix Corporation

Enovix Corp

Enovix is trending following a mixed earnings report that beat revenue expectations but offered weaker Q1 guidance, sparking debate. While the first commercial purchase order for smart eyewear batteries is seen by some as a crucial validation of their technology, the community is actively discussing persistent delays in smartphone qualification and manufacturing yield challenges, leading to significant investor frustration and a divided outlook.

C3.ai, Inc. engages in the provision of enterprise artificial intelligence software for digital transformation. It delivers the C3 AI suite for developing, deploying, and operating large-scale AI, predictive analytics, and Internet of Things applications in addition to a portfolio of turn-key AI applications. It operates through the following geographical segments: North America, Europe, The Middle East, and Africa, Asia Pacific, and Rest of World. The company was founded by Thomas M. Siebel, Patricia A. House and Stephen Maurice Ward, Jr. on January 8, 2009 and is headquartered in Redwood City, CA.

C3.ai Inc - Ordinary Shares - Class A

C3.ai Inc

C3.ai is trending amid abysmal financial results and deeply negative guidance, contrasted by circulating rumors of a potential merger with Automation Anywhere. The community is sharply divided, with many dismissing the company as "garbage" despite its prime ticker, while others speculate on a short squeeze or a turnaround from merger news.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980, and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Sarepta Therapeutics is trending amidst mixed Q4 earnings, the announced retirement of CEO Doug Ingram, and the commercial launch of Elevidys in Japan. The community is highly focused on potential buyout opportunities and the stock's perceived undervaluation given its nearly $2 billion in annual revenue and robust pipeline, with many frustrated by persistent short-seller activity.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JD.com is a major talking point as investors express extreme frustration over its persistent underperformance and lack of stock price appreciation, even as its Chinese tech peers rally. The community is keenly focused on upcoming earnings and widely critical of management's perceived inaction on share buybacks, despite the company's strong fundamentals and substantial cash reserves.

Pure Storage, Inc. engages in the business of delivering innovative and disruptive data storage, products, and services that enable customers to maximize the value of data. The firm is also involved in the provision of data storage and management with a mission to redefine the storage experience by simplifying how people consume and interact with data. The company was founded by John M. Hayes and John Colgrove in October 2009 and is headquartered in Santa Clara, CA.

Everpure Inc. - Ordinary Shares - Class A

Pure Storage Inc

Pure Storage is actively discussed due to surging demand for its AI-driven flash storage, especially from hyperscalers like Meta, driving analyst upgrades and optimism for future growth. Community sentiment remains mixed, debating its high valuation and recent stock performance compared to other memory sector peers.

Infinite Money Glitch ($IMG) is revolutionizing DeFi on Solana by leveraging the Token2022 program's advanced tax extension capabilities to create a truly innovative reward system for token holders.  At its core, $IMG implements a seamless 5% tax on all transactions - whether buying, selling, or transferring tokens. This tax is automatically collected and distributed to holders in SOL, creating a sustainable passive income stream for the community. 4.5% of the tax gets sent to holders, while .5% gets sent to an Infrastructure wallet to help with development, marketing and general infrastructure.  What sets $IMG apart is its implementation of Solana's Token2022 program, enabling automated and efficient reward distribution without relying on external smart contracts.

Infinite Money Glitch

IMG CRYPTO is trending as its dedicated community celebrates a significant milestone, highlighting the "Infinite Money Glitch" model that provides passive Solana rewards to holders based on transaction volume. Despite community discussions around past volatility and allegations of it being a "scam," supporters emphasize its resilience, battle-tested nature, and anticipated new features like enhanced liquidity pool rewards and a live audit platform.

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<ul class="summary-bullets"><li>Anthropic has unveiled a slew of updates to its Claude AI tool, while announcing a slew of plugins for existing enterprise services.</li><li>The rapid-fire release of features boosting its arsenal comes after the company raised $30 billion in a Series G funding round, valuing the company at $380 billion post-money.</li><li>Anthropic’s announcements of new enterprise AI tools have led to a broad selloff in the software and cybersecurity space in 2026 so far.</li></ul>Anthropic unveiled a slate of autonomous AI tools at its Enterprise Agents event on Tuesday, along with a wave of Claude updates and new plugins rolled out since early 2026, as the company positions itself for a widely anticipated IPO.The San Francisco-based AI startup announced 10 new capabilities for enterprise customers to use its technology across functions such as coding, cybersecurity, human resources, and investment banking, among others.<a href="https://stocktwits.com/symbol/ANTHROPIC">Anthropic</a> is not listed publicly at the moment. Retail sentiment on Stocktwits around the AI startup was in the ‘bullish’ territory, with message volumes at ‘extremely high’ levels at the time of writing.The rapid-fire release of features boosting its arsenal comes after the company raised $30 billion in a Series G funding round, valuing it at $380 billion post-money.“This fundraising reflects the incredible demand we are seeing from these customers, and we will use this investment to continue building the enterprise-grade products and models they have come to depend on,” said Krishna Rao, Anthropic’s Chief Financial Officer.<h2 class="st-heading-2">Anthropic Acquires Vercept</h2>Anthropic announced the acquisition of Vercept, a Seattle-based startup, to advance Claude’s computer use capabilities.Claude can already undertake complex tasks like writing and running code across entire repositories, synthesizing research from dozens of sources, and managing workflows that span multiple tools and teams, thanks to its computer use capabilities. Anthropic stated that the Vercept acquisition will help in enhancing those functions.<h2 class="st-heading-2">Anthropic’s Major Enterprise AI Feature Announcements</h2>Claude CoworkAfter launching in preview last month, Anthropic announced Claude Cowork earlier this month. The update allows users to connect a wide array of enterprise tools, including Google Workspace, DocuSign, Slack, FactSet, and LegalZoom, among others.The company also announced new plugins like HR, Design, Engineering, Financial analysis, Investment banking, and more, allowing users to use Claude across these fields to speed up their workflows.After the launch, Anthropic’s head of economics, Peter McRory, warned of job losses in roles like data entry, according to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/02/24/anthropic-claude-cowork-office-worker.html">report</a>.“The labor market implications are likely to be very uneven, at least for the foreseeable future, much in the same way that past waves of information technology innovation had uneven impacts,” McRory said in the interview.Claude Code’s launch in January&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/saas-stocks-stumble-as-ai-fears-trigger-selloff-retail-eyes-selective-bets/cmUu4hVR49H">led to a selloff</a> in software stocks, with companies like Intuit, Adobe, and Salesforce among those impacted.Claude Code SecurityAnthropic also took the wraps off Claude Code Security last week, allowing users to leverage the AI tool to scan codebases for security vulnerabilities and suggest targeted software patches for human review.This led to a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crwd-panw-zs-other-cybersecurity-stocks-fall-hard-on-new-ai-scare-but-wall-street-isnt-panicking-yet/cZRtaWhR4U1">broad selloff</a> in cybersecurity stocks, with Palo Alto Networks, Zscaler, CrowdStrike Holdings, and Cloudflare among those impacted.Anthropic equipped Claude Code with a new feature earlier this week that can modernize legacy systems running Common Business-Oriented Language (COBOL) at a scale and speed never seen before.Following the announcement, IBM shares tanked 13% on Monday, its worst single-day performance since October 2000.“Modernizing a Cobol system once required armies of consultants spending years mapping workflows. Tools like Claude Code can automate the exploration and analysis phases that consume most of the effort in Cobol modernization,” Anthropic stated in its announcement.The company added that legacy code modernization has stalled for years because understanding it is more expensive than rewriting it. With AI, that script has been flipped, Anthropic said.While IBM does not provide a breakup of the revenue that it makes from providing Cobol-related services, a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-02-23/ibm-shares-plunge-as-anthropic-touts-cobol-modernization-efforts">report</a> stated that a significant chunk of the company’s revenue comes from its mainframe business. These mainframe systems are used by customers to run some applications on COBOL, which was created in 1959.Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust</a> (QQQ) rose 1.18% in Wednesday’s opening trade, with retail sentiment around the ETF on Stocktwits trending in the ‘bearish’ territory.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-casi-stock-plummet-today-to-hit-all-time-low/cZRyeANRIGQ">Why Did CASI Stock Plummet 64% Today To Hit An All-Time Low?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Anthropic logo is seen displayed on a smartphone screen. 

Anthropic Expands Enterprise AI Arsenal With Autonomous Tools Ahead Of Widely Expected IPO

The San Francisco-based AI startup announced 10 new capabilities for enterprise customers to use its technology across functions such as coding, cybersecurity, human resources, and investment banking, among others.

Equity

Chip maker IBM logo is seen at the Mobile World Congress 2025 (MWC) at the Fira de Barcelona. (Photo by Davide Bonaldo/SOPA Images/LightRocket via Getty Images)

IBM Defends After 13% Anthropic-Fueled Stock Drop: ‘New AI Tools Emerge Every Week,’ Cobol Modernization Challenges Remain

Anthropic unveiled new Claude functionality that can modernize COBOL code faster at scale, triggering a sharp drop in IBM stock on Monday.

<ul class="summary-bullets"><li>Investors fear that the new capabilities could disrupt IBM’s mainframe business.</li><li>Jefferies reiterated ‘buy’ on IBM after the stock slide.</li><li>Retail investors turn ‘extremely bullish,’ arguing that the threat is only against a small portion of IBM’s overall business.&nbsp;</li></ul>Jefferies on Monday sought to calm investor jitters around International Business Machines Corp. after the legacy software giant’s shares tumbled the most since the Dot Com bubble, pressured by a newly launched AI tool seen as a competitive threat.&nbsp;The research firm argued&nbsp;that&nbsp;IBM’s much-anticipated “re-acceleration” will ultimately depend on broader industry demand for cloud, AI and automation.The investment research firm maintained a ‘Buy’ rating with a $370 price target.&nbsp;<a href="https://stocktwits.com/symbol/IBM">IBM shares</a> declined by more than 13% to $223.35 on Monday, their sharpest single-day drop since&nbsp;October 2000. It is down 27% in February, on track for its biggest&nbsp;monthly slide since at least 1968.<h2 class="st-heading-2">Threat From Anthropic's New AI</h2>Earlier in the day, Anthropic announced capabilities in its Claude Code tool that modernize legacy systems running Common Business-Oriented Language (COBOL).&nbsp;“Modernizing a Cobol system once required armies of consultants spending years mapping workflows,” Anthropic wrote in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://claude.com/blog/how-ai-helps-break-cost-barrier-cobol-modernization">blog post</a>. “Tools like Claude Code can automate the exploration and analysis phases that consume most of the effort in Cobol modernization.”COBOL is a key business vertical for IBM; Most of the mainframe computers that run COBOL are made by the company. “Legacy code modernization stalled for years because understanding legacy code cost more than rewriting it. AI flips that equation,” the blog post said.<h2 class="st-heading-2">IBM Growth Hinges On AI, New Business, Analyst Says&nbsp;</h2>Jefferies said some investors are worried that IBM’s own AI tools for its mainframe business might disrupt its legacy business; however, IBM’s future growth in software doesn’t depend mainly on mainframes. Instead, it depends on broader growth in hybrid cloud, AI, and data, which he believes remains strong.<h2 class="st-heading-2">AI-Linked Market Disruption</h2>The selloff in IBM stock is only the latest triggered by AI fears, notably AI rollouts from Anthropic. Last week, the AI company unveiled new security capabilities in Claude Code, and sparked a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crwd-panw-zs-other-cybersecurity-stocks-fall-hard-on-new-ai-scare-but-wall-street-isnt-panicking-yet/cZRtaWhR4U1">major selloff in cybersecurity stocks</a> like Palo Alto Networks and CrowdStrike.&nbsp;&nbsp;The launch of the Claude Code platform&nbsp;itself triggered a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/from-adbe-to-msft-to-crm-legacy-software-stocks-get-smoked-on-new-ai-fears/cZbSntUR4mU">broad selloff in software stocks</a> last month.&nbsp;<h2 class="st-heading-2">Retail’s View</h2>On Stocktwits, retail sentiment for IBM flipped to ‘extremely bullish’ as of late Monday, from ‘bearish’ the previous day, even as users debated the competitive threat from Anthropic to IBM, the company’s growth in AI and emerging technologies, and the recent pullback that has made the stock more attractive.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_24_at_7_14_28_AM_png_0d501ce4d0.webp" alt="Screenshot 2026-02-24 at 7.14.28 AM.png" width="703" height="81"><figcaption>IBM sentiment and message volume as of February 23 | Source: Stocktwits</figcaption></figure>Yes, it’s a threat, but in a “niche sense,” a user&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/Mexi/message/645676612">argued</a>. “AI automation for COBOL modernization challenges a specific consulting and services niche that IBM’s legacy business relies on. Is it existential for IBM? No — not financially. That niche likely represents only a small share of overall revenue (low single-digit %). IBM’s biggest revenue drivers today are software, consulting, and hybrid cloud/AI, not COBOL modernization alone.”<stembedurl>https://www.stocktwits.com/Mexi/message/645676612</stembedurl>IBM, which recently agreed to acquire cloud company Confluent in an $11 billion deal, reported last quarter sales that topped estimates and said its AI business was growing&nbsp;rapidly. The company also forecast 2026 revenue above analysts’ projections, prompting a string of price target hikes.IBM stock is down about 25% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

IBM website displayed on a laptop screen. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

Why IBM Stock’s Worst Crash In Over 25 Years Is No Cause For Panic: Wall Street Analyst Explains

Big Blue’s stock nosedived over 13% on Monday after Anthropic announced that its Claude Code tool can help modernize COBOL, a programming language that runs on IBM computers.

<ul class="summary-bullets"><li>In a blog post, Anthropic said that tools like its Claude Code can automate the exploration and analysis phases in COBOL modernization.</li><li>It works by mapping dependencies across thousands of lines of code, documenting workflows, identifying risks faster than human analysts, and providing teams with deep insights for informed decision-making, Anthropic said.</li><li>COBOL is a programming language that is frequently employed in high-volume data processing, and is a core business area for IBM.</li></ul>Shares of International Business Machines Corp. (IBM) plummeted more than 13% on Monday, wiping out most of its gains of the past year, after Anthropic announced Claude Code’s Common Business-Oriented Language (COBOL) capabilities.In a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://claude.com/blog/how-ai-helps-break-cost-barrier-cobol-modernization">blog post</a>, Anthropic said that tools like its Claude Code can automate the exploration and analysis phases in COBOL modernization.“With AI, teams can modernize their COBOL codebase in quarters instead of years,” Anthropic said.COBOL is a programming language that is frequently employed in high-volume data processing, most often in banking and administrative systems, and government processes. The language is a core business area for IBM.<h2 class="st-heading-2">What Can Claude Code Do?</h2>Anthropic said that Claude Code’s COBOL modernization is fundamentally different from typical legacy code refactoring.It works by mapping dependencies across thousands of lines of code, documenting workflows, identifying risks faster than human analysts, and providing teams with deep insights for informed decision-making, Anthropic said.The AI company argued that while COBOL is “everywhere,” handling about 95% of all ATM transactions in the United States, with hundreds of billions of lines of the language running in production every day to power critical systems in finance, airlines, and government, “the number of people who understand it shrinks every year.”“AI excels at streamlining the tasks that once made COBOL modernization cost-prohibitive. With it, your team can focus on strategy, risk assessment, and business logic while AI automates the code analysis and implementation,” Anthropic said in the post.<h2 class="st-heading-2">Claude Code Security</h2>Last week, Anthropic <a href="https://stocktwits.com/news-articles/markets/equity/why-did-crwd-okta-net-panw-cyber-security-stocks-fall-today/cZRNZ5GR4xx">announced</a> a new security feature in Claude AI, called Claude Code Security, that it said would scan code for vulnerabilities and suggest targeted fixes, leading to strengthened defenses against emerging AI-based threats.The announcement led to a selloff in cybersecurity companies such as Crowdstrike Holdings Inc. (CRWD), Okta Inc. (OKTA), and Cloudflare Inc. (NET).<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/IBM">IBM shares</a> jumped from ‘bearish’ to ‘bullish’ territory over the past 24 hours, while message volumes jumped to ‘high’ from ‘low’ levels.One user pointed out how modernizing critical COBOL systems would require much more than code analysis, adding that for core customers like large banks, and insurers, IBM's integrated ecosystem is still beneficial.<stembedurl>https://stocktwits.com/Ro_Patel/message/645653218</stembedurl>&nbsp;However, another bearish user pointed out IBM had lost their advantage after this announcement.<stembedurl>https://stocktwits.com/BondedElegance/message/645643787</stembedurl>&nbsp;Shares of IBM declined about 14.7% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/crwd-stock-tumbles-in-cybersecurity-rout-what-is-wall-street-saying/cZRMG3TR4yx">CRWD Stock Tumbles In Cybersecurity Rout — What Is Wall Street Saying?</a>

IBM Stock Tumbled More Than 13% Today — What’s Anthropic Got To Do With It?

Anthropic on Monday announced Claude’s Common Business-Oriented Language (COBOL) capabilities, which is a core business area for IBM.

The Google logo appears on a smartphone screen, and the Gemini logo serves as the background. (Photo by Nikolas Kokovlis/NurPhoto via Getty Images)

Google Gemini Pro 3.1: Alphabet Updates Its Benchmark AI, Analysis Says It Undercuts OpenAI's ChatGPT, Anthropic's Claude On Cost

Google’s Gemini 3, released in November, drew widespread praise and gave a notable lift to the company’s financial performance.

<ul class="summary-bullets"><li>Anthropic is&nbsp;reportedly&nbsp;refusing to allow the U.S. military to use its AI for purposes including American surveillance and battlefield operations, stoking tensions between the two sides.&nbsp;</li><li>The Pentagon is considering designating the AI company a ‘supply chain risk.</li><li>Amazon shares could have a bearing from the news, although Stocktwits sentiment holds up in the ‘bullish’ zone.</li></ul>Amazon.com, Inc.&nbsp;(AMZN)&nbsp;shares will be in focus on Tuesday after reports over the weekend said the U.S. government was considering ending its relationship with Anthropic&nbsp;after&nbsp;&nbsp;the AI firm refused to ease certain restrictions regarding the military's use of its technology.Amazon is one of the biggest investors in Anthropic, having put over $8 billion in the company founded by former OpenAI employees, and offers its AI models through its Amazon Web Services platform.Anthropic won a $200 million contract from Pentagon last year, and is one of its vendors for AI technology besides OpenAI, Google and xAI.&nbsp;<h2 class="st-heading-2">The Issue</h2>The government is reportedly pushing the four firms to let the military use their tools for "all lawful purposes," even in the most sensitive areas of weapons development, intelligence collection, and battlefield operations. Anthropic has not agreed to those terms, and insists that at least two areas remain off limits: the mass surveillance of Americans and fully autonomous weaponry, Axios&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.axios.com/2026/02/15/claude-pentagon-anthropic-contract-maduro">reported</a> over the weekend.The dispute recently reached a boiling point over the military’s use of Claude in the operation that led to the capture of Venezuela’s Nicolas Maduro, the report said.&nbsp;In a separate&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.axios.com/2026/02/16/anthropic-defense-department-relationship-hegseth">report</a>, Axios said the Defence Department might go so far as cancelling the AI contract and designating Anthropic a "supply chain risk." The characterization, typically reserved for foreign adversaries, means that anyone who wants to do business with the U.S. military has to cut ties with the company."The Department of War's relationship with Anthropic is being reviewed. Our nation requires that our partners be willing to help our warfighters win in any fight. Ultimately, this is about our troops and the safety of the American people," Chief Pentagon spokesman Sean Parnell was quoted as saying by Axios.<h2 class="st-heading-2">AMZN Stock In Focus&nbsp;</h2>The development could have a bearing on&nbsp;<a href="https://stocktwits.com/symbol/AMZN">Amazon shares</a> when trading begins in the holiday-trimmed week on Tuesday.&nbsp;AMZN’s stock edged 0.5% lower in overnight trade on Monday, extending its slide of over 18% over the last eight sessions, amid the selloff in technology stocks across the market over AI capex concerns.&nbsp;AMZN stock has slid sharply – it has lost about 18% by ending in the red for eight straight sessions – amid selloff in technology shares over fears of disruption from AI.&nbsp;That included a wide selloff after Amazon revealed plans to increase its capital spending by 50% to a whopping $200 billion this year.On Stocktwits, retail sentiment for Amazon was ‘bullish,’ the same as yesterday but lower from ‘extremely bullish’&nbsp;territory&nbsp;in the prior week. Members, while discussing the Anthropic news and Amazon stock selloff, remained largely positive about the company.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_17_at_7_47_09_AM_png_7241b4f074.webp" alt="Screenshot 2026-02-17 at 7.47.09 AM.png" width="652" height="94"><figcaption>AMZN sentiment and message volume as of February 16 | Source: Stocktwits</figcaption></figure>One user said Amazon’s AWS was one of the best cloud services in the market and Anthropic was a “fabulous AI pick,” anticipating good things in the year to come.“$AMZN AWS is the best cloud service; they will bypass the internet as they add additional satellites.. reducing traffic and outage issues while increasing security .... Anthropic was a fabulous AI pick.. good things coming as the year progresses.” a user said.<stembedurl>https://stocktwits.com/BigCatNY/message/645069414</stembedurl>Last week, Anthropic&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.anthropic.com/news/anthropic-raises-30-billion-series-g-funding-380-billion-post-money-valuation">announced</a> it had raised $30 billion in new funding led by co-led by D. E. Shaw Ventures, Dragoneer, Founders Fund, ICONIQ, and MGX and joined in several existing investors such as Accel and BlackRock. The deal more than doubled the AI company’s valuation to $380 billion.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The logo of Anthropic is displayed on a mobile phone screen in front of the Amazon logo on a computer screen. (Photo by Harun Ozalp/Anadolu via Getty Images)

Amazon Stock Pressured As Anthropic, Pentagon Debate Over Military AI Use

Amazon shares are on one of their worst runs, down eight straight sessions amid a tech selloff and concerns over its $200 billion capex plan.

<ul class="summary-bullets"><li>The initiative sets five principles guiding trusted tech across connectivity, cloud, semiconductors, software and AI.</li><li>Members are pledging strong corporate governance and ethical conduct, transparent operations, and secure development practices subject to independent assessment.&nbsp;</li><li>Ericsson, Cassava Technologies, Reliance Jio Platforms, Cohere, Nokia, Hanwha, Nscale, NTT, Rapidus, Saab, and SAP, are the other companies part of the alliance.</li></ul>Microsoft Corp. (MSFT), Alphabet Inc.’s (GOOG, GOOGL) Google Cloud, Amazon.com’s (AMZN) Web Services, and Anthropic are among a group of technology companies that have banded together to build the ‘Trusted Tech Alliance’ to boost transparency, security, and data protection.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ericsson.com/en/press-releases/2026/2/global-technology-leaders-launch-trusted-tech-alliance">press release</a> from Swedish firm Ericsson, which is also part of the alliance, 15 tech companies from Africa, Asia, Europe, and North America announced the launch of the alliance at the Munich Security Conference on Friday.The initiative is based on five principles that will define and govern operations of “trusted” global technology providers, and will range from connectivity, cloud infrastructure, and semiconductors to software and artificial intelligence, as per the release.The alliance will aim to adhere to commitments of transparency, security and data protection to build trust in technology among people across the globe.<h2 class="st-heading-2">Core Commitments</h2>Apart from the companies listed above, the Trusted Tech Alliance will also include London-based Cassava Technologies, India's Reliance Jio Platforms, Canada’s Cohere, Nokia, Hanwha, Nscale, NTT, Rapidus, Saab, and SAP.The Alliance’s five principles are a cross-border framework for trustworthy technology development and deployment. Members are pledging strong corporate governance and ethical conduct, transparent operations, and secure development practices subject to independent assessment.In addition, they will commit to rigorous supply-chain security and oversight, fostering an open, cooperative and resilient digital ecosystem that supports interoperability and innovation, and respect for the rule of law and robust data protection and privacy standards.The Alliance will continue to grow its community of global providers, as per the press release.The move comes amid growing concerns over U.S. President Donald Trump’s trade wars to promote American interests, with many in Europe pushing for ‘digital sovereignty’ that would reduce dependence on U.S. firms.<h2 class="st-heading-2">Leadership Takes</h2>“In the current geopolitical environment, it is critical that like-minded companies work together to protect security and advance high global standards to preserve trust in technology across borders,” said Brad Smith, Vice Chair and President of Microsoft.“Based not on the nationality of the provider but on shared commitments to customers, this Alliance brings together leading companies around clear, verifiable principles that show technology can be secure, reliable, and responsibly operated wherever it is deployed,” Smith added.Meanwhile, Anthropic’s Head of External Affairs, Sarah Heck, said, "As AI systems grow more powerful—driving innovation, accelerating economic growth, and reshaping national security—the United States and its allies and partners must ensure that the world's most widely adopted models are safe, reliable, trustworthy and transparently developed.”David Zapolsky, Chief Global Affairs &amp; Legal Officer, Amazon, said that in an era of rapid technological change, collaboration between like-minded industry peers is essential to promote customer trust and realise the full benefit of technology on the economy and society.<h2 class="st-heading-2">Market Performance</h2>Meanwhile, technology stocks recovered on Friday after a period of decline that was stoked by fears around the potential negative impact of AI.Shares of the tech-heavy Nasdaq-100 index climbed up 0.82% on Friday at the time of writing.<a href="https://stocktwits.com/symbol/MSFT">MSFT shares</a> were up 0.42%, and <a href="https://stocktwits.com/symbol/amzn">AMZN stock</a> climbed 0.25% higher, while GOOG and <a href="https://stocktwits.com/symbol/googl">GOOGL shares</a> were down about 0.7% at the time of writing.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/are-amzn-shares-poised-for-9-day-losing-streak-what-retail-thinks/cZR5zblR4tE">Are AMZN Shares Poised For A 9-Day Losing Streak? Here’s What Retail Thinks</a>

A robotic machine manufactures a semiconductor chip at a stall to show investors during The Advantage Assam 2.0 Investment Summit in Guwahati, India, on February 25, 2025. (Photo by David Talukdar/NurPhoto via Getty Images)

Microsoft, Google, Amazon, Anthropic Spearhead Global Tech Alliance To Boost Digital Trust

The ‘Trusted Tech Alliance’ will aim to adhere to commitments of transparency, security and data protection to build trust in technology among people across the globe.

<ul class="summary-bullets"><li>OpenAI is targeting a $1 trillion valuation in its IPO, according to earlier reports.</li><li>Investors forecast 2026 to be a strong year for IPOs.</li><li>OpenAI is reportedly in talks for a pre-IPO funding round, which could raise its valuation to ove $800 billion.</li></ul>OpenAI is&nbsp;preparing to launch its initial public offering in the fourth quarter, The Wall Street Journal reported on Thursday, citing people familiar with the matter&nbsp;amid growing retail investor interest in the company that sits at the center of the artificial intelligence boom.The ChatGPT developer has begun talks with investment bankers and is beefing up its financial team. Recent hires include a new chief accounting officer, Ajmere Dale, and a new corporate business finance officer, Cynthia Gaylor, who will oversee investor relations, the Journal&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/tech/ai/openai-ipo-anthropic-race-69f06a42">reported</a>.Talks of OpenAI’s potential IPO have been doing the rounds for a few months. Many expect the public listing as the next step after OpenAI converted to a for-profit company in October last year. At least one&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/openai-ipo-could-be-the-biggest-ever-aiming-for-a-whopping-1-trillion/cLGFXW3R3D9">report</a> has indicated the company could target a $1 trillion valuation, making it the largest IPO ever.OpenAI began as a research lab in 2015. Over the&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ten-years-of-open-ai-in-10-charts/cLIClBNREFu">past decade</a> — and especially since the 2022 launch of ChatGPT — its technology has reshaped business and society, pushing the entire tech industry toward AI development.&nbsp;The Sam Altman-led company is reportedly in talks for a pre-IPO&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-amazon-microsoft-said-to-circle-mega-fundraising-round-that-could-push-openai-valuation-past-800-b/cmyiREeR4KR">funding round</a> that could raise its valuation from $500 billion to over $800 billion.Financial market participants expect 2026 to be the biggest year ever for IPOs, according to the WSJ. OpenAI, rival Anthropic, and SpaceX are among the most closely watched tech firms poised to go public, though listing activity has also picked up for smaller companies.OpenAI's losses and its eye-popping infrastructure spending plan could emerge as concerns as it moves forward with its IPO plans. CEO Sam Altman&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sam-altmans-openai-reportedly-sees-220m-paying-chatgpt-users-by-2030/cL53h9BREgr">said</a> in November that OpenAI would close 2025 with $20 billion in revenue, and “grow to hundreds of billions” annually by 2030.On Stocktwits, a key gauge of retail investor sentiment, <a href="https://stocktwits.com/symbol/OPENAI">OpenAI</a> has seen a sharp rise in activity, with message volume jumping 80% over the past week and its follower count climbing more than 35% over the past year. Sentiment on the platform currently shows a ‘neutral’ reading, with chatter growing over reports of Amazon planning to inject as much as $50 billion into OpenAI.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/all-eyes-on-gme-stock-ceo-ryan-cohen-is-hunting-for-big-acquisition/cmyS4njR41n">All Eyes On GME Stock: CEO Ryan Cohen Is Hunting For ‘Big’ Acquisition With $9B Cash Pile</a>

Open AI CEO Sam Altman speaks during a talk session with SoftBank Group CEO Masayoshi Son at an event in Tokyo, Japan, on February 03, 2025. (Photo by Tomohiro Ohsumi/Getty Images)

OpenAI To IPO In Q4? Retail Frenzy Builds Around AI Giant Backed By Microsoft And Nvidia

OpenAI has started talks with investment bankers and is strengthening its finance team.

<ul class="summary-bullets"><li>As per analyst William V. Power of Baird, Zoom’s $51 million investment in Anthropic could now be worth between $2 billion and $4 billion, assuming Anthropic’s rumored current valuation of about $350 billion.&nbsp;</li><li>According to a report from the Wall Street Journal earlier this month, Anthropic is planning to raise about $10 billion at a valuation of $350 billion.</li><li>Baird maintained an ‘Outperform’ rating on Zoom’s shares with a price target of $95.</li></ul>Shares of Zoom Video Communications Inc. (ZM) soared nearly 11% on Monday, reaching a 52-week high of $94.83 in mid-day trade and the highest price it has been since closing at $97.44 on Aug. 22, 2022, according to data from Yahoo Finance.According to analyst Baird Equity Research, the market has been focused mostly on the video-call company’s ability to reaccelerate revenue growth and capture AI opportunities gradually.However, "the quieter, hidden gem" for Zoom is likely its $51 million investment in Claude-maker Anthropic in 2023, the analyst told investors in a note, according to TheFly.In May 2023, Zoom made an investment in Anthropic and also partnered with the company to use Claude to build customer-facing AI products.<h2 class="st-heading-2">Analyst Rationale</h2>As per William V. Power of Baird, Zoom’s $51 million investment in Anthropic, that was valued at about $4.5 billion at the time, could now be worth between $2 billion and $4 billion, assuming Anthropic’s rumored current valuation of about $350 billion.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/tech/ai/anthropic-raising-10-billion-at-350-billion-value-62af49f4?mod=article_inline&amp;adobe_mc=MCMID%3D56195001721718271932194188824520077816%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1769449041&amp;_gl=1*ov1zdw*_gcl_au*MzY1MzQyMDc0LjE3NjQ4NDAzNjQ.*_ga*MjQ4MjIzOTU1LjE3NjQ4NDAzNjQ.*_ga_K2H7B9JRSS*czE3Njk0NDYzNjEkbzI5JGcxJHQxNzY5NDQ3MzU0JGo1NyRsMSRoMTcwNzY4MTk1NA..">report</a> from the Wall Street Journal earlier this month, Anthropic is planning to raise about $10 billion at a valuation of $350 billion. The funding will follow a $13 billion investment in Sept. 2025 that valued the company at $183 billion at the time."ZM is literally invested in Anthropic’s Claude success, and as Anthropic IPO rumors accelerate, the investment could become even more meaningful," Baird’s Power said in a research note, according to <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://in.investing.com/news/stock-market-news/zoom-stock-surges-as-baird-highlights-anthropic-investment-value-93CH-5203968">Investing.com</a>.According to the analyst, Zoom reported $406.1 million as gains on strategic investments in the third-quarter (Q3), which Baird says was largely a result of its Anthropic investment. This improved the company’s GAAP earnings per share (EPS) by $1.33 in the quarter.Baird maintained an ‘Outperform’ rating on Zoom’s shares with a price target of $95, the current level at which the stock is trading.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/ZM">ZM shares</a> jumped to ‘bullish’ from ‘neutral’ territory in the past 24 hours, and message volumes increased to ‘high’ from ‘normal’ levels.<figure class="image"><img src="https://news.stocktwits-cdn.com/Zoom_sentiment_png_7fd15d4a8d.webp" alt="On Stocktwits, retail sentiment around ZM shares jumped to ‘bullish’ from ‘neutral’ territory in the past 24 hours and message volumes increased to ‘high’ from ‘normal’ levels." width="1281" height="156"></figure>&nbsp;One bullish user noted that video conferencing has become popular on TV as well as in the corporate world, adding that ‘this is an easy call’ for them.<stembedurl>https://stocktwits.com/Monroe53/message/642902165</stembedurl>&nbsp;Shares of ZM have risen over 16% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

8 May 2024, Baden-Württemberg, Rottweil: The Zoom video conferencing app can be seen on the display of a smartphone.

Zoom Stock Soars Almost 11% — What’s The 'Hidden Gem' That Baird Sees?

According to Baird, "the quieter, hidden gem" for Zoom is likely its $51 million investment in Anthropic in 2023, as per the TheFly. 

<ul class="summary-bullets"><li>Munster highlighted Amazon’s layoffs and noted how CEO Andy Jassy attributed the cuts to a cultural decision.&nbsp;</li><li>The veteran tech analyst said that despite Jassy’s explanation, AI is still the primary driver of a leaner organization.&nbsp;</li><li>Other firms like Citigroup are also continuing job cuts in 2026, as part of reorganization efforts that reflect efficiencies gained through technology.</li></ul>Deepwater Asset Management co-founder Gene Munster said one reality about the growth of artificial intelligence is that it is increasingly difficult for top leaders to talk about its impact on the workforce.In a post on X on Friday, the veteran tech analyst highlighted Amazon’s layoffs and noted how CEO Andy Jassy attributed the cuts to a cultural decision that came in a bid to become a leaner and more agile organization.“His response reveals a truth about AI’s impact on the workforce. Despite the explanation, the reality is AI is the primary driver of a leaner organization,” Munster said in the post.“His comments underscore how difficult it is for the C suite to talk openly about AI impacting jobs given the negative effect those statements could have on the mindset of remaining employees,” Munster added.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_24_at_3_51_31_AM_png_21883c1229.webp" alt="Screenshot 2026-01-24 at 3.51.31 AM.png" width="1203" height="1066"></figure>&nbsp;<h2 class="st-heading-2">AI’s Impact On Jobs</h2>Munster also noted Anthropic CEO Dario Amodei’s comments to the Wall Street Journal at Davos earlier this week. In the <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/video/dario-amodei-on-safety-job-displacement-and-anthropic-350b-valuation/BF1E2311-6F73-4EFB-883E-916D2EFA74A1">interview</a>, Amodei talked about AI development and the fields most at risk of AI-driven employment disruption.Munster highlighted Amodei’s comments about how there isn’t an awareness of the magnitude of what is to come with regard to AI’s impact on unemployment, which could hit 10%.Recently, Microsoft co-founder Bill Gates also <a href="https://stocktwits.com/news-articles/markets/equity/bill-gates-warns-ai-risk-of-bioterrorism-job-losses/cmU2KG3R4dS">outlined</a> the major disruption that AI could cause on employment. Gates noted in a blog post that AI had progressed enough to begin disrupting software development and warned that once it grew more capable, job disruption would be more immediate. He also cautioned that the impact will grow further over the next five years.<h2 class="st-heading-2">Recent Job Cuts</h2>Earlier this week, <a href="https://stocktwits.com/news-articles/markets/equity/amazon-reportedly-plans-more-job-cuts-in-thousands-next-week/cmUCfuXR4Xn">reports</a> emerged about Amazon planning to lay off about 14,000 people, adding to the 14,000 from October last year. The e-commerce company reportedly said in an internal letter that the latest generation of AI has been the most transformative technology and is enabling companies to innovate much faster.However, CEO Jassy had told analysts during the company’s third-quarter earnings call that the reductions were not financially-driven or even AI-driven.Meanwhile, Citigroup is also continuing its <a href="https://stocktwits.com/news-articles/markets/equity/citi-will-cut-more-jobs-in-2026-as-part-of-ceo-reorganization-plan/cmyRW69R4gC">job cuts</a> in 2026, as part of its CEO’s reorganization efforts, which the company said aligns with current business needs, and also reflects the “efficiencies we have gained through technology and progress against our transformation work,” the company said.&nbsp;Meanwhile, U.S. equities closed higher on Friday. The <a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, closed up around 0.04%, while the <a href="https://stocktwits.com/symbol/AQQQ">Invesco QQQ Trust ETF</a> (QQQ) ended the day 0.32% higher. The tech-heavy <a href="https://stocktwits.com/symbol/NDX">Nasdaq-100</a> (NDX) closed 0.34% higher.Retail sentiment around the S&amp;P 500 ETF on Stocktwits was in the ‘extremely bearish’ territory at the time of writing.The <a href="https://stocktwits.com/symbol/IYW">iShares U.S. Technology ETF</a> (IYW) ended the day up 0.40%, while the <a href="https://stocktwits.com/symbol/IGM">iShares Expanded Tech Sector ETF</a> (IGM) closed up by 0.03%.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

In this photo illustration, an Artificial Intelligence logo is displayed on a smartphone with a US Flag in the background. (Photo Illustration by Omar Marques/SOPA Images/LightRocket via Getty Images)

Gene Munster On AI, Jobs And What C-Suite Won’t Talk About

Deepwater Asset Management’s co-founder said one reality about the growth of artificial intelligence is that it is increasingly difficult for top leaders to talk about its impact on the workforce.

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