SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is currently trending as rival Hims & Hers has halted its compounded weight-loss pill following legal action from NVO and increased FDA scrutiny on such alternatives, reinforcing NVO's market leadership. The community is actively discussing the implications of this development alongside Novo's promising oral Wegovy launch momentum and ongoing share buyback program.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is generating significant buzz following impressive Phase 2 S-OLARIS trial results for sonelokimab in axial spondyloarthritis, coupled with strong financial reporting. This has led the community to discuss "disease modifying" potential and widespread anticipation of a substantial market re-rating and short covering ahead of its investor day.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is trending as Novo Nordisk's recent CagriSema trial results fuel intense community speculation that VKTX's 'best-in-class' VK2735 obesity drug is now an even more attractive buyout or partnership target for major pharmaceutical companies like AbbVie, given its strong efficacy and tolerability in the rapidly expanding weight loss market.

Vanda Pharmaceuticals, Inc. engages in the development and commercialization of therapies for high unmet medical needs. The firm intends to treat schizophrenia, jet lag disorder, atopic dermatitis, central nervous system disorders, and circadian rhythm sleep disorder. Its product portfolio includes HETLIOZ, Fanapt, NEREUS, Ponvory, and HETLIOZAccess. The company was founded by Mihael Hristos Polymeropoulos and Argeris N. Karabelas in 2002 and is headquartered in Washington, DC.

Vanda Pharmaceuticals Inc

Vanda Pharmaceuticals is trending as the community eagerly discusses the recent FDA approval of Bysanti for bipolar I disorder and schizophrenia, with many anticipating a significant valuation re-rating and potential for a short squeeze, especially given the drug's patent protection until 2044 and the broader 'mega blockbuster' potential of its pipeline.

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

SPY is trending amid renewed uncertainty surrounding global trade policy, driven by recent tariff decisions that have sparked market volatility. The community is sharply divided, with bears anticipating a major downturn following weekend declines, while bulls expect a typical 'V-shape' recovery, particularly ahead of key tech earnings this week.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products consist of diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly in May 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Eli Lilly is trending high following robust earnings and an optimistic 2026 outlook, reinforcing its leadership in the GLP-1 market, especially as a key competitor provided a weaker forecast. The community is also keenly watching its pipeline diversification through recent acquisitions and the anticipated launch of its oral weight-loss therapy.

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 amid fresh positive news including its Huntington's disease trial approval and strong international Elevidys sales, sparking community debate over the significant undervaluation of its commercial gene therapy franchise and deep RNA pipeline ahead of upcoming earnings, especially with notable short interest.

Dow, Inc. is a holding company, which engages in the development of innovative solutions. It operates through the following segments: Packaging and Specialty Plastics, Industrial Intermediates and Infrastructure, and Performance Materials and Coatings. The Packaging and Specialty Plastics segment consists of hydrocarbons and energy and packaging and specialty plastics. The Industrial Intermediates and Infrastructure segment covers the industrial solutions and polyurethanes, and construction of chemicals. The Performance Materials and Coatings segment includes coatings and performance monomers, and consumer solutions. The company was founded in 1897 and is headquartered in Midland, MI.

Dow Inc

Dow Inc. is generating significant discussion after reporting a narrower-than-expected loss and detailing a "Transform to Outperform" strategy, with community sentiment boosted by a pioneering partnership to deploy an advanced nuclear reactor at its Texas site, though some investors remain wary of the company's cyclical challenges.

Deere & Co. engages in the manufacture and distribution of equipment used in agriculture, construction, forestry, and turf care. It operates through the following segments: Agriculture and Turf, Construction and Forestry, and Financial Services. The Agriculture and Turf segment focuses on the distribution and manufacture of a full line of agriculture and turf equipment and related service parts. The Construction and Forestry segment offers machines and service parts used in construction, earthmoving, road building, material handling and timber harvesting. The Financial Services segment finances sales and leases by John Deere dealers of new and used agriculture and turf equipment and construction and forestry equipment. The company was founded by John Deere in 1837 and is headquartered in Moline, IL.

Deere & Co.

Deere & Co

Deere & Co is rallying sharply after reporting earnings with raised full-year guidance and management signaling a bottoming agricultural cycle, even as profit declined. The community is actively discussing whether this surge, fueled by strength in construction and small agriculture, is justified given valuation concerns and varied analyst price targets amidst ongoing tariff discussions.

Root, Inc. is a technology insurance company, which engages in the provision of insurance services. It offers mobile telematics and technology platforms to segment individual risk based on complex behavioral data and customer experience to make pricing decisions and grow businesses. It provides insurance products and services in the United States. The company was founded by Alexander E. Timm and Daniel Manges in February 2015 and is headquartered in Columbus, OH.

Root Inc - Ordinary Shares - Class A

Root Inc

Root Inc. is trending as investors eagerly anticipate its upcoming earnings report, driving significant community speculation around a potential buyout and a short squeeze due to high short interest. Discussions are also focused on recent partnership announcements and institutional buying, with many comparing its current valuation to peers in the insurtech sector.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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


 has invited you to join Stocktwits

Traders work on the floor of the New York Stock Exchange during morning trading on February 20, 2026 in New York City. (Photo by Michael M. Santiago/Getty Images)

CRWD, PANW, ZS, Other Cybersecurity Stocks Fall Hard On New AI Scare — But Wall Street Isn’t Panicking Yet

A new agentic AI tool from Anthropic, which can scan software code for security vulnerabilities and autonomously suggest fixes, triggered the selloff.  

Equity

A new agentic AI tool from Anthropic, which can scan software code for security vulnerabilities and autonomously suggest fixes, triggered the selloff.  


<ul class="summary-bullets"><li>Barclays said that the selloff in the cybersecurity sector after Anthropic’s announcement "seems incongruent," according to TheFly.&nbsp;</li><li>The analyst said that it does not view the code security tool as competition to any of the businesses it covers.</li><li>CRWD stock ended Friday’s trade nearly 8% lower, while OKTA shares declined more than 9%.</li></ul>Shares of cybersecurity companies, including Crowdstrike Holdings Inc. (CRWD), Okta Inc. (OKTA), and Cloudflare Inc. (NET), declined on Friday after Anthropic announced a new security feature in Claude AI.Anthropic said that its Claude Code Security, available in a limited research preview on the web, will scan code for vulnerabilities and suggest targeted fixes for humans to review.CRWD stock ended the day nearly 8% lower, while OKTA shares declined more than 9%. Meanwhile, NET shares were down 8% at close, PANW shares dipped 1.5%, and SailPoint Technologies (SAIL) was down more than 9% at the end of the trading session.Meanwhile, Barclays said that the selloff in the cybersecurity sector after Anthropic’s announcement "seems incongruent," according to TheFly.<h2 class="st-heading-2">Claude Code Security</h2>Anthropic said that its new feature would help security teams detect complex software vulnerabilities and suggest targeted fixes, strengthening defenses against emerging AI-based threats.Claude Code Security would extend beyond rule-based static analysis by reasoning through code like a human researcher to detect complex vulnerabilities, verify findings, prioritize severity, and suggest fixes for human approval, the company said in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.anthropic.com/news/claude-code-security">statement</a>.Analyst Take Barclays said in a note to investors that Anthropic’s new feature "seems like a developer security tool," but added that the selloff in the cybersecurity industry did not make sense.The analyst said that it does not view the code security tool as competition to any of the businesses it covers, including SailPoint, Cloudflare, CrowdStrike, and Palo Alto Networks.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around CRWD, OKTA, and SAIL shares remained in the ‘bullish’ territory over the past 24 hours, while sentiment around <a href="https://stocktwits.com/symbol/PANW">PANW shares</a> was in the ‘extremely bullish’ territory, and for <a href="https://stocktwits.com/symbol/NET">NET shares</a> was in the ‘bearish’ territory.<a href="https://stocktwits.com/symbol/CRWD/">CRWD shares</a> have declined more than 10% in the past year, while <a href="https://stocktwits.com/symbol/OKTA">OKTA shares</a> have dipped more than 21%. Shares of PANW have fallen more than 25%.Meanwhile, the <a href="https://stocktwits.com/symbol/BUG">Global X Cybersecurity ETF</a> (BUG), which tracks security companies across the world, ended Friday’s session nearly 5% lower.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/netlist-bags-federal-circuit-win-rejects-micron-patent-challenge/cZRNkluR4xw">Netlist Bags Federal Circuit Win After Court Rejects Micron’s Patent Challenge</a>

 Cyber Protection Data Security Internet Privacy, Internet and technology concept on virtual screen. 

Why Did CRWD, OKTA, NET, PANW And Other Cyber Security Stocks Fall Today?

Anthropic said that its Claude Code Security, available in limited research preview on the web, will scan code for vulnerabilities, and suggest targeted fixes for humans to review.

Persistent Asset Partners Ltd Invests $1.53 Million in SailPoint, Inc. $SAIL

Persistent Asset Partners Ltd purchased a new stake in shares of SailPoint, Inc. (NASDAQ:SAIL - Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the...

Envestnet Asset Management Inc. Raises Position in SailPoint, Inc. $SAIL

Envestnet Asset Management Inc. grew its stake in SailPoint, Inc. (NASDAQ:SAIL - Free Report) by 29.9% in the 3rd quarter, according to its most recent filing with the Securities and Exchange...

Hodges Capital Management Inc. Acquires Shares of 239,300 SailPoint, Inc. $SAIL

Hodges Capital Management Inc. acquired a new stake in shares of SailPoint, Inc. (NASDAQ:SAIL - Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the...

SailPoint (NASDAQ:SAIL) Price Target Lowered to $20.00 at Mizuho

Mizuho reduced their price objective on SailPoint from $23.00 to $20.00 and set a "neutral" rating for the company in a research report on Tuesday...

Morgan Stanley flags $45B hidden cybersecurity opportunity

Artificial intelligence-driven panic erased approximately $300 billion of market value on Feb. 3 across the software industry, according to Forbes. Cybersecurity stocks have also been caught up in...

75% of Breaches Start With Stolen Credentials. Enterprises Are Retooling.

75% of Breaches Start With Stolen Credentials. Enterprises Are Retooling. 75% of Breaches Start With Stolen Credentials. Enterprises Are Retooling. PR Newswire VANCOUVER, BC, Feb. 13, 2026 Issued on...

SailPoint, Inc. $SAIL Stock Position Trimmed by Y Intercept Hong Kong Ltd

Y Intercept Hong Kong Ltd decreased its position in SailPoint, Inc. (NASDAQ:SAIL - Free Report) by 88.5% in the 3rd quarter, according to the company in its most recent filing with the Securities and...

SailPoint (NASDAQ:SAIL) Reaches New 12-Month Low - Here's What Happened

SailPoint (NASDAQ:SAIL) Sets New 1-Year Low - Here's Why...

SailPoint, Inc. engages in the provision of a comprehensive identity security platform for the enterprise. Its solutions enable organizations to establish, control, and automate policies that help them define and maintain a robust security posture and achieve regulatory compliance. The company was founded by Mark David McClain in 2005 and is headquartered in Austin, TX.

SAIL
SailPoint Technologies Holdings Inc

Feed

News

Sentiment

Earnings

Fundamentals

Info

Poll

Latest SAIL News

SAILSailPoint Technologies Holdings Inc