SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is experiencing extreme volatility, dropping sharply from pre-market highs despite reporting strong Q4 revenue, robust Q1 guidance, and a $2 billion share buyback program. The community is actively debating if this is market manipulation or a buying opportunity, amid a broader software sector sell-off where positive earnings are met with downward pressure.

Astera Labs, Inc. is a global semiconductor company, which engages in the provision of hardware and software solutions for AI and cloud infrastructure applications to solve data, memory, and networking bottlenecks. It operates through the following geographical segments: Taiwan, China, United States, and Other. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

Astera Labs is trending after its Q4 earnings beat and a significant warrant agreement with Amazon for future AI infrastructure product purchases, which has paradoxically led to a sharp stock sell-off. The community is actively debating if this reaction reflects prior "priced for perfection" valuation, slight decelerating growth, or an overblown response to otherwise positive developments in its crucial sector.

Duolingo, Inc. is a language-learning website and mobile application, which engages in the development of a free language learning website and crowd sourced text translation platform. It offers Duolingo for Schools, a free, web-based tool that aims to make it easier for teachers to use the Duolingo platform in a structured learning environment, and English Test, an online, on-demand assessment of English proficiency. The company was founded by Luis von Ahn and Severin Hacker in 2011 and is headquartered in Pittsburgh, PA.

Duolingo Inc - Ordinary Shares - Class A

Duolingo Inc

T-Mobile's launch of an AI-powered real-time translation service has sparked concerns about Duolingo's future, as some fear AI will render language learning apps obsolete. However, many in the community argue Duolingo's focus on immersive learning is distinct from mere translation, citing the company's strong user growth and financial performance as reasons for optimism amid the recent sell-off.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unity Software is trending after its stock price plummeted following conservative Q1 guidance, despite beating Q4 earnings expectations. The community is sharply divided, with many viewing the steep sell-off as an overreaction and a buying opportunity, while others express deep concerns about AI competition and broader market pressures on software companies.

Vertiv Holdings Co. engages in the design, manufacture, and service of critical digital infrastructure technology for data centers, communication networks, and commercial and industrial environments. It also offers power management products, switchgear and busbar products, thermal management products, integrated rack systems, modular solutions, and management systems for monitoring and controlling digital infrastructure. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa (EMEA). The Americas segment offers products and services sold for applications within the data center, communication networks, and commercial and industrial markets in North America and Latin America. The Asia Pacific segment includes products and services sold for applications within the data center, communication networks, and commercial or industrial markets throughout Greater China, Australia and New Zealand, Southeast Asia, and India. The EMEA segment focuses on products and services sold for applications within the data center, communication networks, and commercial and industrial markets in Europe, Middle East, and Africa. The company was founded in 1946 and is headquartered in Columbus, OH.

Vertiv Holdings Co - Ordinary Shares - Class A

Vertiv Holdings Co

Vertiv Holdings is trending sharply higher following robust earnings results and strong forward guidance, driven by record orders and a significant backlog in AI data center infrastructure. The community is actively discussing its critical role as a behind-the-scenes beneficiary of the AI supercycle, though some anticipate profit-taking after its impressive run.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood ($HOOD) is trending following its Q4 earnings report, which showed a revenue miss largely driven by a significant decline in crypto trading, a sentiment further impacted by recent Bitcoin weakness. While community bears point to the stock's crypto dependency and potential for further downside, bulls emphasize strong growth in other business segments like options, equities, and prediction markets, seeing the current dip as an attractive entry for long-term diversification into a fintech 'super app'.

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

Upstart Holdings Inc

Upstart Holdings is trending following a strong Q4 earnings report and the announcement of Paul Gu as its new CEO; however, the stock experienced a notable sell-off, sparking community debate over strong fundamentals and institutional support versus broader fintech sector weakness and perceived market manipulation.

Centrus Energy Corp. engages in the supply of nuclear fuel and services for the nuclear power industry. It operates through the Low-Enriched Uranium (LEU) and Technical Solutions segments. The LEU segment includes various components of nuclear fuel to utilities from its global network of suppliers. The Technical Solutions segment offers advanced engineering, design, and manufacturing services to government and private sector customers, and is deploying advanced nuclear fuel production capabilities to power existing, and next-generation reactors around the world. The company was founded in October 1992 and is headquartered in Bethesda, MD.

Centrus Energy Corp - Ordinary Shares - Class A

Centrus Energy is seeing significant price volatility driven by recent financial updates that included missed profit estimates and a cautious forward outlook, further exacerbated by an announced at-the-market equity offering that has raised dilution concerns among investors. Despite these short-term headwinds, a segment of the community holds firm on the company's long-term value, highlighting its unique position as the sole Western producer of HALEU, essential for both national security and the growing energy demands of advanced nuclear power and AI.

HubSpot, Inc. engages in cloud-based customer relationship management. Its platform includes marketing, sales, service, operations and content management system, as well as other tools, integrations and native payment solutions. It operates through the following geographical segments: Americas, Europe and Asia Pacific. The company was founded by Brian Patrick Halligan and Dharmesh Shah on April 4, 2005, and is headquartered in Cambridge, MA.

HubSpot Inc

HubSpot is trending following its earnings report which, despite beating estimates and raising guidance, saw the stock drop, sparking intense community discussion about its valuation and the perceived threat of AI to the broader SaaS industry.

Oatly Group AB is a holding company, which focuses on developing expertise around oats, a global power crop with inherent properties suited for sustainability and human health. It operates through the following geographical segments: Europe & International, North America and Greater China. The company was founded by Björn Öste in 1994 and is headquartered in Malmö, Sweden.

Oatly Group AB - ADR

Oatly Group

Oatly Group is trending as its Q4 earnings report reveals the company achieved its first adjusted profitable year with strong revenue and margin expansion, sparking community discussion about a significant turnaround for the plant-based beverage brand.

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

Dan Ives, managing director at Wedbush Securities, reportedly&nbsp;stated that&nbsp;as artificial intelligence adoption increases, major enterprise software platforms are expected to see significant expansion.&nbsp;Speaking to Bloomberg TV, he noted that companies such as ServiceNow Inc. (NOW) and Salesforce Inc. (CRM) will play a central role in enabling AI integration across businesses.&nbsp;<blockquote>“The heart and lungs of AI are going to be the use cases. So when you look at servicenow, salesforce, they are going to play instrumental roles in the AI revolution.”-Dan Ives, Managing Director, Wedbush Securities</blockquote><h2 class="st-heading-2">Enterprise Platforms Poised For Expansion</h2>Ives said that AI is a structural driver that will expand spending across the enterprise software market.&nbsp;“ServiceNow will be incrementally bigger in the next 2 to 3 years than it is today because of AI,” he added, highlighting the long-term potential for the software sector as organizations invest in AI-driven workflows and automation.Get updates to this developing story directly on Stocktwits.

Dan Ives speaks at BTC, ETH and WLD are Friends on September 16, 2025 in Washington, DC.

Dan Ives Says AI Adoption Set To Drive Growth In Enterprise Software: Report 

While speaking to Bloomberg TV, he noted that companies such as ServiceNow and Salesforce will play a central role in supporting AI integration across businesses. 

Equity

While speaking to Bloomberg TV, he noted that companies such as ServiceNow and Salesforce will play a central role in supporting AI integration across businesses. 


Frame 485.png

Get the daily email that keeps you tuned in and makes markets fun again.

cryptotwits - 800x800.png

Get the daily crypto email you’ll actually love to read. It's value-packed, data-driven, and seasoned with wit.

Frame 479.png

The best trade ideas and analysis from the Stocktwits community. Delivered daily by 8 pm ET.

Dan Ives Says AI Adoption Set To Drive Growth In Enterprise Software: Report

Enterprise Platforms Poised For Expansion

Latest News