SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is trending as investors weigh explosive worldwide AI infrastructure demand and rapid hiring against ongoing concerns regarding legal and governance issues ahead of earnings. The community remains deeply divided, with bulls pointing to the company's critical role in data center buildouts as a major value play, while bears continue to cite leadership volatility and past accounting controversies as primary reasons for caution.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is currently driving intense debate as investors weigh record-breaking revenue and profit growth against concerns regarding its high valuation and reliance on government contracts. While bulls highlight the company's aggressive AI momentum and accelerating U.S. commercial adoption, the community is actively divided between those betting on long-term structural dominance and others warning of a potential post-earnings pullback.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is seeing heightened activity driven by a mix of institutional buying and rumors of strategic foundry partnerships with tech giants, fueling a volatile tug-of-war between bullish sentiment around its potential market leadership and bearish concerns over overextended valuations. The community is actively debating whether these gains represent a sustained structural turnaround or a speculative pump, with many focused on how the stock will perform alongside broader semiconductor sector earnings.

SKK Holdings Ltd. operates as a holding company, which engages in the provision of civil engineering services in subsurface utility works, including power and telecommunication cable laying, water pipeline and sewer rehabilitation works. The company was founded by Chun Seong Ng and Koon Kiat Sze on October 16, 2013 and is headquartered in Singapore.

SKK Holdings Ltd. - Ordinary Shares - Class A

SKK Holdings Ltd

SKK Holdings is experiencing extreme volatility driven by a major drone asset acquisition agreement, with the community polarized between those chasing the low-float momentum and those warning of significant dilution risks. Traders are intensely focused on the stock's thin float and rapid, news-fueled price swings, leading to heated debates regarding whether the stock is a prime candidate for a massive short squeeze or a classic pump-and-dump trap.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle is experiencing significant volatility driven by investor reactions to the evolving Clarity Act, which aims to establish a regulatory framework for stablecoins. The community is actively debating the stock's potential as a long-term infrastructure play for digital payments versus concerns over regulatory hurdles and high-profile industry hacks.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is trending as investors debate whether the stock is a deep-value opportunity near decade lows or a declining legacy brand facing existential threats from emerging competitors. While some traders point to insider buying and potential future catalysts like the World Cup to argue for a turnaround, others are aggressively shorting the stock, citing persistent loss of market share, margin compression, and skepticism regarding the effectiveness of current management.

Daddy Darth Vader

The DARTH CRYPTO community is aggressively rallying around a Star Wars-themed pump for May the Fourth, with users actively swapping from other projects to join the movement. Investors are fueling the hype by labeling it a 'daddy' token and emphasizing a transition to a community-driven model following the departure of the original developer.

Mask Network is the core product of Dimension, which is positioned to become the bridge that connects internet users from Web 2.0 to Web 3.0. The foundational technology of Mask Network is a peer-to-peer encrypted messaging application, with new functions continuously being created around this foundation. We at Mask Network are strong believers in the ownership economy. People should own what they produce, people should own their data, their attention and the virtual space they choose to contribute to.  Mask Network integrates decentralized social messaging, borderless payment network, and decentralized file storage and sharing to provide a safe and convenient portal for users to jump right into the continent of decentralized finance and then the new world of Web 3.0.

Mask Network

Mask Network is gaining significant attention following news of a institutional convertible note agreement, which has traders watching for a potential breakout and squeeze. The community is actively discussing its low-float status and after-hours volume, with many focusing on specific price levels and the broader narrative of its pivot into AI infrastructure.

CNS Pharmaceuticals, Inc. is a preclinical stage pharmaceutical company, which engages in the development of anticancer drug candidates for the treatment of primary and metastatic brain and central nervous system tumors. Its product pipeline includes berubicin, and CNS-12. The company was founded by Waldemar Priebe in July 2017 and is headquartered in Houston, TX.

Cns Pharmaceuticals Inc

Cns Pharmaceuticals is experiencing significant market attention and heightened volatility as retail investors and trading communities track its recent private placement financing, which has sparked intense debate over the company's long-term prospects versus its potential for a short-term squeeze. While momentum traders are actively discussing the stock's low float and aggressive intraday price action, others are expressing strong skepticism, warning of dilution risks and the company's complex history with reverse stock splits.

Skycorp Solar Group Ltd. is a holding company which designs, develops, manufactures and sells solar PV products and solar power system solutions services, through its indirectly wholly owned subsidiary. Its products include One-stop Solar system, Inverter, LFP Battery, Balcony Storage, and PV Cable. It operates through the following segments: Solar PV Products, High Performance Computing Products, and Others. The Solar PV Products segment includes servers, photovoltaic cable, and photovoltaic connectors. The High Performance Computing Products segment refers to the HPC servers and accessories delivered to the customers. The company was founded on January 19, 2022 and is headquartered in Ningbo, China.

Skycorp Solar Group Ltd. - Ordinary Shares - Class A

Skycorp Solar Group Ltd.

Skycorp Solar Group is trending following the announcement of a deal to acquire the remaining stake in Nanjing Cesun Power, paired with a private placement of shares. The community is actively debating the stock's potential for a significant squeeze, focusing on its low float and lock-up periods, while simultaneously weighing the risks of dilution and the company's recent history of volatility.

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

<ul class="summary-bullets"><li>Partnerships meant to drive the deployment of OpenAI and Anthropic’s AI tools.</li><li>OpenAI to raise $4 billion at a $10 billion valuation for the JV named The Deployment Company.</li><li>Anthropic will raise $1.5 billion.&nbsp;</li></ul>ChatGPT’s OpenAI and Claud’s Anthropic are partnering with leading Wall Street financial institutions to better sell their AI tools and services and help companies integrate them more quickly and at scale.<a href="https://stocktwits.com/symbol/OPENAI">OpenAI</a> has raised $4 billion via a joint venture with TPG Inc., Brookfield Asset Management, Advent, and Bain Capital, Bloomberg reported.&nbsp;Simultaneously, <a href="https://stocktwits.com/symbol/ANTHROPIC">Anthropic</a>, in an official statement on Monday, announced the formation of a new AI services company along with its founding partners, including&nbsp;Blackstone, Goldman Sachs, and Hellman &amp; Friedman. The organization will work with mid-sized companies across sectors to bring Claude into their most important operations.&nbsp;The partnerships come on the back of massive AI spending highlighted in the quarterly financial reports of most chipmakers, data center operators, and memory chip designers, with spill-over effects across the entire AI spectrum.&nbsp;<h2 class="st-heading-2">Anthropic’s Partnerships&nbsp;</h2>Anthropic, Blackstone, and Hellman &amp; Friedman are anchoring the deal and are each expected to invest roughly $300 million, The Wall Street Journal reported, citing people familiar with the matter.&nbsp;Goldman Sachs will put around $150 million. General Atlantic, Leonard Green, Apollo Global Management, GIC, and Sequoia Capital are also involved. All told, about $1.5 billion is expected to be committed, according to the WSJ report.&nbsp;“Enterprise demand for Claude is significantly outpacing any single delivery model. Our partnerships with the world's leading systems integrators are central to how Claude reaches large enterprises,” said Krishna Rao, Chief Financial Officer of Anthropic.&nbsp;<h2 class="st-heading-2">OpenAI’s Partnerships&nbsp;</h2>OpenAI’s new venture is called The Deployment Company, according to a Bloomberg report. The fundraising values OpenAI’s new company at $10 billion, and will be majority-owned and controlled by OpenAI.&nbsp;Other partners include Dragoneer Investment Group and SoftBank Group Corp, as well as a mix of consulting firms.&nbsp;<h2 class="st-heading-2">OpenAI, Anthropic Retail View&nbsp;</h2>Retail sentiment on Stocktwits was ‘extremely bullish’ with ‘extremely high’ message volumes for OpenAI, while the sentiment was ‘bearish’ with ‘low’ message volumes for Anthropic.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

OpenAI And Anthropic Partner With Wall St Firms To Better Sell Their AI Tools

Anthropic enters into a JV with  Blackstone Inc., Hellman & Friedman, and Goldman Sachs Group, while OpenAI partners with TPG, Brookfield Asset Management, and Bain Capital.

Equity

<ul class="summary-bullets"><li>Anthropic has been at the center of AI conversations among investors in recent months.</li><li>Anthropic and the PE investors will invest a total of $1.5 billion in the joint venture.</li><li>Retail traders are eying exposure to Anthropic via funds such as KraneShares Artificial Intelligence &amp; Technology ETF (AGIX), Fundrise Innovation Fund (VCX), and ARK Venture Fund (ARKVX).</li></ul>IPO-bound Anthropic is moving at a brisk pace.&nbsp;After reporting that its annual revenue run-rate more than doubled in a few months, reports of investors lining up funding, and hype around its Mythos AI model, Anthropic is reportedly nearing a new joint venture with marquee investors aimed at increasing adoption of its AI tools.The AI startup is forming the JV with Blackstone, Goldman Sachs and a handful of other Wall Street firms to sell AI tools to private-equity backed companies, The Wall Street Journal reported, citing people familiar with the matter. The deal could be announced on Monday, according to the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/business/deals/anthropic-nears-1-5-billion-joint-venture-with-wall-street-firms-8f5448ee?mod=hp_lead_pos4">report</a>.Anthropic, Blackstone and Hellman &amp; Friedman are each expected to invest about $300 million, with Goldman Sachs adding roughly $150 million, alongside General Atlantic and others – bringing total commitments to around $1.5 billion.The investors aim to create a company that acts as a consulting arm for Anthropic and helps teach businesses how to incorporate AI across their operations.<a href="https://stocktwits.com/symbol/ANTHROPIC">Anthropic</a> has been at the center of AI conversations among investors in recent months. Its product launches have triggered selloffs in software stocks – while partnership news has sparked rallies – as investors, particularly retail traders, closely track developments ahead of its planned IPO later this year.Several are already buying as the date nears, though funds such as KraneShares Artificial Intelligence &amp; Technology ETF (AGIX), Fundrise Innovation Fund (VCX), ARK Venture Fund (ARKVX), and Destiny Tech100 (DXYZ). Stocktwits recently published an&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-s-ipo-said-to-be-coming-as-early-as-october-here-s-how-to-pick-up-a-stake-before-it-goes-public/cZ3uU4aRIlA">explainer</a> about how retail investors can indirectly invest in the company.One way to capture the potential upside is through investments in Alphabet and Amazon, which are major investors in Anthropic. Last week, Alphabet said it would invest another $40 billion in the company – Google's stake could be worth&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/alphabet-s-google-may-be-sitting-on-a-234-b-gold-mine-and-space-x-anthropic-ip-os-could-unlock-it-this-year/cZBdcnVRIyS">easily</a> over $100 billion when Anthropic goes public, according to Stocktwits calculation.&nbsp;Last month, Anthropic&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-tops-open-ai-on-revenue-with-30-b-run-rate-while-space-x-plans-june-investor-roadshow-ahead-of-mega-ip-os/cZJJmVzRIpR">said</a> its annualized revenue rate had surged past $30 billion, more than tripling from $9 billion last year. Meanwhile, the government is&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/05/01/pentagon-anthropic-blacklist-mythos-michael.html">reviewing</a> its Mythos AI model, which reportedly has the capability to breach data encryptions.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nebius-eigen-ai-deal-microsoft-contract-update-draws-buzz-stock-gains-overnight/cZQMgIgRe7k">Nebius’ Eigen AI Deal, Microsoft Contract Update Draws Buzz; Stock Gains Overnight</a>&nbsp;

Photo Illustration - Anthropic Launches Project Glasswing. (Photo by Samuel Boivin/NurPhoto via Getty Images)

IPO-Bound Anthropic Is Reportedly Teaming Up With Blackstone, Goldman Sachs In $1.5B Joint Venture To Sell AI 

The JV aims to push Anthropic services to private-equity backed companies, The Wall Street Journal reported, adding that the deal could be formally announced on Monday.

<ul class="summary-bullets"><li>Michael added that Anthropic remains a supply chain risk, and different government departments have been given six months or more to transition away from the AI startup’s models, citing the complexity of the process.</li><li>He also stated that the Department of War is adopting open source AI models as an important new vector for the Pentagon.</li><li>Michael noted that the National Security Agency and the Department of Commerce are evaluating all frontier models, including Chinese ones, to understand the bleeding-edge capabilities of AI technology.</li></ul>The U.S. Department of War’s Chief Technology Officer, Emil Michael, reportedly stated on Friday that Anthropic remains blacklisted, while calling the startup’s Mythos AI model a separate “national security moment.”During an interview with CNBC, Michael stated that it is irresponsible to rely on a single partner for the Pentagon’s AI requirements, following their experience with Anthropic.“I think the Mythos issue that’s being dealt with government-wide, not just at Department War, is a separate national security moment where we have to make sure that our networks are hardened up, because that model has capabilities that are particular to finding cyber vulnerabilities and patching them,” Michael said.He added that Anthropic remains a supply chain risk, and different departments of the government have been given six months or more to transition away from the AI startup’s models, citing the complexity of the process.<a href="https://stocktwits.com/symbol/NVDA">Nvidia</a> and&nbsp;<a href="https://stocktwits.com/symbol/MSFT">Microsoft shares</a> were up nearly 1% in Friday’s pre-market trade, while&nbsp;<a href="https://stocktwits.com/symbol/AMZN">Amazon</a> and&nbsp;<a href="https://stocktwits.com/symbol/GOOGL">Alphabet’s Class A shares</a> were down nearly 1%.<h2 class="st-heading-2">Michael Warns Of Infiltration By Chinese Open Source Models</h2>Michael stated that the Department of War is adopting open source AI models as an important new vector for the Pentagon.“Chinese open source models have infiltrated a lot of different companies, and we want to have an American alternative to that,” he said.He also said that the National Security Agency and the Department of Commerce are evaluating all frontier models, including Chinese ones, to understand the bleeding-edge capabilities of AI technology.Michael added that, regarding protests by Google employees over the company’s Pentagon deal, fewer than 1% of Googlers have signed the letter. He praised Google leadership for standing its ground and striking a deal with the Pentagon.<h2 class="st-heading-2">Department Of War Strikes Deals With 7 Companies On AI</h2>The Department of War on Friday announced deals with a slew of companies, including Nvidia Corp. (NVDA), SpaceX, OpenAI, Microsoft Corp. (MSFT), Alphabet Inc.’s (GOOG, GOOGL) Google, Amazon.com Inc.’s (AMZN) AWS, and Reflection.“Access to a diverse suite of AI capabilities from across the resilient American technology stack will give warfighters the tools they need to act with confidence and safeguard the nation against any threat,” the Pentagon stated.Michael added that the DoW will take each model from these companies for its strengths and use it for the use cases it is best suited for.“Each of these models is trained on somewhat different data. If you look at Google, they have email, YouTube, Nest cameras, and they have different sorts of capabilities. They may all converge over time, but we’re going to use them in the right ways,” Michael said.He added that the department has already deployed xAI and OpenAI’s models and is benchmarking them against what they used previously.Pentagon&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/pentagon-google-gemini-3-1-model-genai-mil-platform-anthropic-controversy/cZBNHZcRePm">integrated</a> Google’s latest Gemini 3.1 models onto its GenAI.mil platform earlier this week. It stated that more than 1.3 million personnel have used the platform so far, generating tens of millions of prompts and deploying hundreds of thousands of agents over five months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sandisk-2000-price-target-blockbuster-q3-long-term-customer-agreements/cZQV3SRReeB">SanDisk’s $2000 Price Target Call Turns Heads After Blockbuster Quarter – Long-Term Contracts Driving Bull Case</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. 

Pentagon CTO Calls Anthropic’s Mythos A ‘National Security Moment,’ Strikes AI Deals With Nvidia, SpaceX, Others

During an interview with CNBC, Emil Michael stated that it is irresponsible to rely on a single partner for the Pentagon’s AI requirements, following their experience with Anthropic.

<ul class="summary-bullets"><li>PANW stock jumped 1% in overnight trading.</li><li>Palo Alto said it is integrating the Anthropic security platform, powered by its flagship AI model, into a cybersecurity tool.</li><li>Stocktwits sentiment for PANW remained unchanged at ‘bearish.’&nbsp;</li></ul>Palo Alto Networks, Inc.’s shares rose 1% in overnight trading heading into Friday after the cybersecurity firm announced two AI-focused updates: an integration with Anthropic’s flagship model and plans to acquire AI gateway company Portkey.Palo Alto Networks’ Unit 42 Frontier AI Defense tool is integrating Anthropic’s Claude Security, powered by Anthropic’s flagship model Opus 4.7, to help customers detect and fix security threats faster using advanced AI, Palo Alto said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.paloaltonetworks.com/blog/2026/04/ai-driven-defense-anthropics-claude-opus/">blog post</a>.In a separate update, the company announced its intent to acquire Portkey. Incorporated in 2023, Portkey is an AI infrastructure company that offers a centralized control plane to manage and protect autonomous AI agents.The solution includes an AI gateway (a unified API), observability tools (for tracking usage/performance), guardrails (safety controls), and governance tools to manage and scale AI apps in production.“With Portkey, we are providing enterprises with visibility into all their agentic traffic, and enabling them to control and protect against agentic threats,” Palo Alto’s Chief Product and Technology Officer Lee Klarich said.&nbsp;Palo Alto did not&nbsp;reveal the financial terms of the deal, which it said would close in the fourth quarter.<h2 class="st-heading-2">Retail View On PANW</h2>The news had little impact&nbsp;on the retail sentiment. On Stocktwits, the sentiment reading for&nbsp;<a href="https://stocktwits.com/symbol/PANW">PANW</a> remained unchanged at ‘bearish,’ amid low message volume.“Cybersecurity is shifting from firewalls to agent management. $PANW is grabbing the lead here,” a trader&nbsp;<a href="https://stocktwits.com/StockMacroView/message/651944717">wrote</a>.“Trading at $179.32, down 1.2% today, but let's look at the bigger picture—the stock has been on a tear this April (+8%). Technically, we’re consolidating after a wedge breakout. If it flips $182 into support, the path to the highs looks clear,” they said.Last week, Palo Alto CEO Nikesh Arora shared his views on the software selloff. He&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/palo-alto-ceo-calls-ai-led-software-selloff-paranoid-sees-big-buying-window-in-cybersecurity-and-infra-stocks/cZBWu5pReT1">said</a> the market has yet to clearly differentiate between software companies based on how AI will impact them, arguing that segments like analytical and creative software firms face the most disruption, while infrastructure software and cybersecurity players stand to benefit.As of their last close, <a href="https://stocktwits.com/symbol/PANW">PANW shares</a> are down 2.7% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/team-stock-rockets-after-hours-why-this-year-s-worst-nasdaq-100-performer-is-staging-a-dramatic-reversal/cZQNsymReIZ">TEAM Stock Rockets After-Hours: Why This Year’s Worst Nasdaq-100 Performer Is Staging A Dramatic Reversal</a>&nbsp;

The Palo Alto Networks logo is displayed on a mobile phone with a visual digital background in this photo illustration in Brussels, Belgium, on November 26, 2025.

PANW Stock Rises Overnight On Anthropic Integration, New AI Gateway Buy — But Retail Is Still Not Sold

Palo Alto Networks, Inc.’s shares rose 1% in overnight trading heading into Friday after the cybersecurity firm announced two AI-focused updates: an integration with Anthropic’s flagship model and plans to acquire AI gateway company Portkey.

Palo Alto is acquiring AI infrastructure company Portkey for an undisclosed sum.


<ul class="summary-bullets"><li>The S&amp;P index provider is also considering changes to profitability and liquidity requirements for large companies to become eligible for inclusion.</li><li>It is joining similar moves proposed by the Nasdaq and FTSE Russell earlier this year.</li><li>The move comes ahead of massive IPOs by SpaceX, OpenAI, and Anthropic, projected to raise over $240 billion combined.</li></ul>S&amp;P Dow Jones Indices announced on Thursday that it has launched a consultation on potential rule changes that could speed up the inclusion of mega-cap public listings into its flagship indexes, following similar moves by the Nasdaq and FTSE Russell.Among the most pertinent changes proposed, the rule change would halve the minimum required public listing period to become eligible for index listing, from the current 12 months to 6 months.The move comes ahead of initial public offerings (IPOs) by large companies like SpaceX, OpenAI, and Anthropic PBC, which are eyeing public listings later this year.<h2 class="st-heading-2">S&amp;P Inclusion Proposed Changes</h2>Apart from changes to the time period, the index provider is also considering changes to the profitability and liquidity requirements for large companies to become eligible for inclusion.As per the statement, the index provider is weighing the possibility that mega-cap companies may not meet the minimum investable weight factor eligibility requirement, which currently requires a public float of at least 10%.Additionally, companies that meet the mega-cap definition may be exempt from the financial viability criteria, meaning they could be included even if they do not post positive net income from operations.The consultation period is open until May 28, the index provider said, adding that if the changes are approved, the new rules are likely to take effect before the market opens on June 8, unless otherwise announced.<h2 class="st-heading-2">Nasdaq, Russell Changes</h2><a href="https://stocktwits.com/symbol/NDAQ">Nasdaq’s</a> overhaul to fast-track entry to the Nasdaq 100 index will take effect on May 1. The new inclusion rules will allow newly listed mega-cap companies to join the index after just 15 trading days, rather than waiting months.Meanwhile, FTSE Russell proposed shortening an IPO’s waiting period to five trading days. While the consultation wrapped up earlier this month, final changes are yet to be announced.<h2 class="st-heading-2">How Does It Impact Markets?</h2>Later this year, SpaceX, OpenAI, and Anthropic are poised for a massive IPO wave that is projected to raise over $240 billion combined, potentially reshaping market liquidity. SpaceX is targeting a valuation of more than $2 trillion, while both OpenAI and Anthropic are vying for listings at valuations over $1 trillion each.“This means when/if SpaceX IPOs, the company could be added to the S&amp;P 500 as soon as 6 months after it IPOs, potentially triggering hundreds of dollars billions of dollars of forced buying upon index inclusion,” said Tesla investor and influencer Sawyer Merritt in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/search?q=S%26P%20500&amp;src=typed_query&amp;f=live&amp;pf=on">post</a> on X about the proposed changes to the S&amp;P indexes.Meanwhile, U.S. stock indexes are soaring this month, with the S&amp;P 500 and Nasdaq Composite indexes <a href="https://stocktwits.com/news-articles/markets/equity/dow-sp500-nasdaq-futures-climb-on-tech-earnings-optimism/cZQNYHvReIi">posting record highs</a> on Thursday. The <a href="https://stocktwits.com/symbol/spy">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, climbed about 0.34% higher at the time of writing, while the <a href="https://stocktwits.com/symbol/qqq">Invesco QQQ Trust</a> (QQQ) and the <a href="https://stocktwits.com/symbol/dia">SPDR Dow Jones Industrial Average ETF Trust </a>(DIA) also rose in overnight trading.Retail sentiment around all three was in the ‘bullish’ territory at the time of writing.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a smartphone screen shows a sharply falling chart of the S&P 500 index against a blurred stock-market background on November 21, 2025, in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)

S&P Joins Nasdaq, Russell In Push To Speed Index Entry For Mega IPOs Ahead Of SpaceX, OpenAI Listings

The rule change would halve the minimum required public listing period to become eligible for index listing, from 12 months to 6 months.

<ul class="summary-bullets"><li>Microsoft will also no longer pay a revenue share to OpenAI, and its revenue share with OpenAI will now be subject to a cap.</li><li>This marks a notable shift from the October 2025 update, in which Microsoft and OpenAI said the revenue-sharing agreement would remain in effect until AGI is declared.</li><li>OpenAI can now use other cloud providers for its products, but will continue launching them first on Microsoft Azure unless Microsoft declines to support the rollout.</li></ul>Microsoft Corp. (MSFT) and OpenAI, on Monday, announced a second amendment to their agreement within six months, with the Windows maker losing exclusive access to OpenAI’s models.This is a sharp departure from the previous terms, which granted Microsoft exclusive access to OpenAI’s intellectual property for its models and products through 2032.This comes a month after Microsoft tapped OpenAI rival Anthropic, adding Copilot Cowork to its portfolio of AI-powered tools. The company also announced it would make the latest Claude Sonnet models available to its M365 Copilot users, who previously only had access to OpenAI’s models.<a href="https://stocktwits.com/symbol/MSFT">Microsoft shares</a> were down more than 1% in Monday’s opening trade. MSFT was among the top trending tickers on the platform at the time of writing.<h2 class="st-heading-2">Microsoft To Continue To Have A License To OpenAI Models</h2>The announcement stated that Microsoft will continue to hold a license to all of OpenAI’s intellectual property for models and products through 2032, as the two companies had agreed earlier. The key change in this regard is that Microsoft has now lost its exclusivity, allowing OpenAI to license its models to other companies.Microsoft will also no longer pay a revenue share to OpenAI. Simultaneously, OpenAI stated that while Microsoft will continue to receive a share of its revenue through 2030, that share will now be subject to a cap.This is also a significant departure from the changes to their agreement announced by the two companies in October 2025, in which Microsoft and OpenAI stated that the revenue-sharing agreement would remain in place until the AI startup declared artificial general intelligence (AGI).<h2 class="st-heading-2">OpenAI Free To Choose Other Cloud Providers</h2>OpenAI is now free to choose other cloud providers to serve all its products. The AI startup will continue to ship its products first on Azure, unless Microsoft chooses not to support the rollout.The October 2025 agreement stated that OpenAI’s Application Programming Interface (API) products developed with third parties would be exclusive to Azure, while only non-API products could be served on other cloud providers.The two companies had previously stated that there would be Azure API exclusivity until OpenAI achieved AGI.Microsoft will continue to be OpenAI’s primary cloud provider. The company will also continue to participate directly in OpenAI’s growth as a major shareholder, having invested more than $13 billion since 2019.<h2 class="st-heading-2">Microsoft’s Q3 Earnings Ahead</h2>Microsoft and OpenAI’s agreement changes come days ahead of the former’s third-quarter (Q3) earnings.According to data from Fiscal.ai, Microsoft is expected to report earnings per share (EPS) of $4.06 on revenue of $81.43 billion.The company reported EPS of $3.46 on revenue of $70.07 billion during the same period a year ago.Microsoft is scheduled to report its Q3 earnings after the bell on Wednesday, April 29.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/MSFT">Microsoft</a> trended in the ‘neutral’ territory, with message volumes at ‘normal’ levels at the time of writing.One bullish user thinks that this is good for Microsoft since it will not be solely dependent on OpenAI.<stembedurl>https://stocktwits.com/GenerousY/message/651494859</stembedurl>Another user called the decline in Microsoft stock an overreaction.<stembedurl>https://stocktwits.com/jamescinv/message/651494170</stembedurl><a href="https://stocktwits.com/symbol/MSFT">MSFT stock</a> is down 13% year-to-date, but up 7% over the past 12 months. The S&amp;P 500 ETF (SPY) is up 30% over the past 12 months, while the Invesco QQQ Trust ETF (QQQ) is up 40%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/peloton-spotify-290-million-subscribers-fitness-content-pton-stock-soars/cZBNo3mRePd">Peloton’s Spotify Deal Opens Doors To 290M Users: PTON Stock On Track For Best Gains This Month</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The OpenAI logo appears on a smartphone screen with the Microsoft logo in the background. 

Microsoft Loses Exclusive Access To OpenAI Models In Partnership Reset Ahead Of Q3 Earnings

Microsoft will continue to have a license for all of OpenAI’s intellectual property for models and products through 2032.

<ul class="summary-bullets"><li>Google will put in another $30 billion on top of the $10 billion it plans to invest in Anthropic if it achieves certain performance targets.</li><li>Separately, Google and Microsoft are among the tech companies seeking to secure their computing power in SoftBank’s under-construction data center in the U.S.</li><li>Earlier today, Meta said it will deploy Amazon’s AWS Graviton chips across its data centers under a “multibillion-dollar” agreement.</li></ul>Google parent Alphabet Inc. (GOOG, GOOGL) is reportedly set to invest up to $40 billion in artificial intelligence company Anthropic.According to a Bloomberg report on Friday, the tech giant is committing to invest $10 billion now in cash at a $350 billion valuation, and will put in another $30 billion down the line if Anthropic achieves certain performance targets.Separately, a Nikkei report on Friday said that Google and Microsoft (MSFT) will participate in bidding to select clients for a data center SoftBank Group is building in the U.S., with a decision expected as early as this month.Google, Microsoft, and other cloud giants are participating in the bidding process to select one or more operators. Tech giants such as Nvidia (NVDA), Meta (META), and OpenAI are also candidates, the report stated.<h1 class="st-heading-1">Major Announcement From Tech Giants This Week</h1>U.S. tech giants are in the news this week for major announcements on artificial intelligence, reflecting a collaborative effort to bring online the necessary computing power as demand for it soars.On Monday, Anthropic struck a deal with Amazon (AMZN) to secure up to five gigawatts of compute capacity for training and deploying Claude, its software coding AI. Anthropic is also committing more than $100 billion over the next ten years to AWS technologies.On Wednesday, Google CEO Sundar Pichai showed off the eighth-generation Tensor Processing Unit (TPU) chips designed for AI model training, which boasted specifications so impressive that Tesla CEO Elon Musk chimed in on X to acknowledge them.Other “Magnificent 7” peers have also been creating a lot of buzz. Earlier on Friday, Meta said it will deploy Amazon’s AWS Graviton chips across its data centers under a “multibillion-dollar” agreement.Four out of the seven Mag-7 stocks, Microsoft (MSFT), Tesla (TSLA), Apple (AAPL), and Meta (META), have underperformed the benchmark S&amp;P so far this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/meta-amazon-ai-chip-deal-graviton-earnings/cZBh5HFRec4">Meta Taps Amazon’s Graviton Chips To Power AI Buildout – Raises Stakes Ahead Of Earnings Next Week</a>

A Google logo is displayed outside an office building on December 12, 2025 in San Diego, CA. (Photo by Kevin Carter/Getty Images)

Google Reportedly Set To Invest Up To $40B In Anthropic – Here’s The Breakup

Google is committing to invest $10 billion in Anthropic at a $350 billion valuation.

<ul class="summary-bullets"><li>DeepSeek’s new V4-Pro model trails only Google’s Gemini 3.1-Pro for world knowledge and the overall performance is only “marginally short” of OpenAI’s GPT‑5.4, the company said.</li><li>The V4-Pro delivered better results than Anthropic’s Sonnet 4.5 but came in behind the U.S. startup’s flagship Opus 4.6 model.</li><li>DeepSeek added that the V4 series has been tested on Huawei’s Ascend NPUs, marking a milestone for Chinese chips.</li></ul>DeepSeek, one of the most important and closely watched AI startups from China, on Friday released its latest AI models and touted its ability to go toe-to-toe with AI from U.S. rivals such as OpenAI, Anthropic and Google.The release comes after a long period of lull and over a year since its then-flagship model, the DeepSeek-R1, sent shockwaves through the global tech scene by matching benchmark capacities while being developed at a fraction of the cost of Western models.In the WeChat release, DeepSeek said its V4-Pro and V4-Flash were nearly as proficient as the top-of-the-line AI models in the market.The Pro model beats all rival open models for maths and coding, and trails only Google’s Gemini 3.1-Pro for world knowledge, DeepSeek said. Its performance is “marginally short” of OpenAI’s GPT‑5.4 model.It beats Anthropic’s Sonnet 4.5 in user experience and delivers output quality closer to Opus 4.6’s non-thought mode, though it still lags behind Opus 4.6’s thought mode, the company said.<h2 class="st-heading-2">DeepSeek’s V4 Runs On Huawei Chips</h2>DeepSeek also said it has successfully tested one of V4’s core efficiency methods across both Nvidia GPUs and Huawei’s Ascend NPUs, marking a milestone for Chinese chips.&nbsp;In a WeChat update, Huawei added that its Ascend platform now provides full-stack compatibility for DeepSeek V4 models.While DeepSeek has repeatedly delayed releasing a major model update, domestic tech giants Alibaba and ByteDance have aggressively pushed out updates.Alibaba, which has pushed updates each month of the year, is rapidly pivoting Qwen toward agentic AI, multimodal capabilities, and mass consumer adoption.<h2 class="st-heading-2">OpenAI, Anthropic Prep For IPO</h2>The development comes as OpenAI and Anthropic prepare for their initial public offerings (IPOs), likely to arrive in the final quarter of 2026. Anthropic recently disclosed that its annual revenue run rate had hit $30 billion, surpassing that of OpenAI.Both firms are yet to file their paperwork. However, retail investors are already gaining exposure to these marquee pre-IPO tech names through funds such as ARK Innovation (ARKK), Fundrise Innovation Fund (VCX), Destiny Tech100 (DXYZ), and KraneShares Artificial Intelligence &amp; Technology ETF (AGIX).Ark Invest recently&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cathie-wood-makes-240-m-bet-in-open-ai-s-mammoth-fundraise-as-ipo-looms/cZ7H03dRInm">picked up</a> a $240 million stake in OpenAI through its funds ARKK, ARK Fintech Innovation (ARKF), and ARK Next Generation Internet (ARKW). Stocktwits previously published explainers on investing in&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-s-ipo-said-to-be-coming-as-early-as-october-here-s-how-to-pick-up-a-stake-before-it-goes-public/cZ3uU4aRIlA">Anthropic</a> and&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/how-to-buy-spacex-before-ipo-5-funds-owning-spacex/cZ3uVbqRIlL">SpaceX</a> ahead of their IPOs.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/poet-stock-eyes-best-week-in-nearly-2-years-traders-now-hint-at-a-possible-amazon-connection/cZBWyz4ReTs">POET Stock Eyes Best Week In Nearly 2 Years: Traders Now Hint At A Possible Amazon Connection</a>&nbsp;

Deepseek logo is screened on a mbolie phone for illustration photo. (Photo by Beata Zawrzel/NurPhoto via Getty Images)

China’s DeepSeek Releases New AI Models It Claims ‘Nearly’ Match Up To OpenAI, Anthropic Tech

DeepSeek said it tested the latest V4 models on Huawei chips, signaling a shift in China's AI stack.

<ul class="summary-bullets"><li>AMZN stock jumped over 2% in after-hours following the announcement.</li><li>Some traders&nbsp;are now eyeing Amazon’s Q1 report next week as the major catalyst.</li><li>Stocktwits sentiment for AMZN remained unchanged at ‘bullish.’</li></ul>Amazon.com Inc. is doubling down on its partnership with Anthropic, committing up to $25 billion under an arrangement that includes purchasing each other’s services. The structure has renewed concerns around so-called circular deals, with some retail traders questioning how much real upside the agreement delivers.Even though Amazon’s shares gained over 2% in the after-market session on Monday and rose further overnight, following the joint announcement, the retail sentiment reading for AMZN did not budge.&nbsp;<h2 class="st-heading-2">Retail Traders Proceed With Caution</h2>On Stocktwits, the sentiment remained ‘bullish,’ unchanged since last Friday. The sentiment for Anthropic was ‘bearish.’ Retail traders and analysts broadly sounded upbeat, but certain pockets of the market sounded skeptical.“$AMZN almost a $3T company moving like this on a $30B investment,” said a user, one user&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/Dejantrades/message/650825813">said</a>, pointing to what some see as outsized market reactions to AI-related updates.&nbsp;Another&nbsp;<a href="https://stocktwits.com/fckrddt/message/650829416">wrote</a>: “$AMZN so last month Amazon dropped from $240 to $190 because it was investing in AI, and today it rises after hours because it's investing more in AI? and I am supposed to believe the market is fair and they don't make s*** up as they go?”On the other hand, certain traders argued that the deal “locks in” future revenue. “$AMZN they just locked in a $100B in AWS revs and 5 GW high margin Tranium over ten years. $5B capex now and rest later is well worth guaranteed profitable sales,”&nbsp;<a href="https://stocktwits.com/jcd42/message/650830207">said</a> a user.&nbsp;<h2 class="st-heading-2">Amazon Deepens Anthropic Tie-Up</h2>Amazon was one of Anthropic’s early backers, having already invested upwards of $8 billion into the AI company. Most of Anthropic’s services and computing resources are hosted on servers operated by Amazon Web Services. With a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-tops-open-ai-on-revenue-with-30-b-run-rate-while-space-x-plans-june-investor-roadshow-ahead-of-mega-ip-os/cZJJmVzRIpR">sharp rise in sales</a> and a battery of new AI launches, Anthropic is seen threatening OpenAI’s pole position as the two firms prepare to go public later this year.Under the latest deal, Amazon will invest $5 billion in Anthropic upfront and up to an additional $20 billion in the future, tied to certain commercial milestones. Anthropic has committed to spending more than $100 billion on AWS technologies over the next 10 years, including current and future generations of Trainium, Amazon’s custom AI chips.&nbsp;<h2 class="st-heading-2">AWS Cloud Math, Chip Boost</h2>Corey Quinn, a cloud economics expert at Duckbill,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/quinnypig/status/2046349914809291044">questioned</a> on X how much of Amazon’s investment is being made in the form of AWS credits – a point that has repeatedly surfaced in discussions around AWS, with some arguing that credit-based, service-for-service arrangements are a key driver of AWS growth.“Amazon has compute, so Anthropic has to pay for their compute and let them invest in the company,” CNBC’s Jim Cramer&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/jimcramer/status/2046399188330573983">said</a> on X. “Circular deals are meant to puff up earnings. No earnings are being puffed here, believe me. However, we are seeing a solid return on the data center now. Jensen was right all along.”A circular deal is when companies fund or pay each other in ways that loop revenue back (such as investing in a partner that then spends it on your services), inflating growth metrics without real independent demand.However, the Anthropic deal&nbsp;is a strong fit for Amazon’s chips business. “Trainium is the next custom AI chip to catch fire as demand for AI compute knows no limit,”&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/danielnewmanUV/status/2046342010479534311">said</a> Daniel Newman, CEO of The Futurum Group.Amazon recently revealed that the chip business, which includes Graviton processors, Trainium AI chips, and Nitro networking cards, ​has an ⁠annualized revenue run-rate of over $20 billion.In another bullish signal, Cathie Wood’s ARK Space Exploration &amp; Innovation ETF (ARKK) increased its Amazon position with the purchase of an additional $874,955 worth of shares on Monday.Traders are now keeping&nbsp;a close eye on Amazon’s quarterly report due on April 29. As of the last close,&nbsp;<a href="https://stocktwits.com/symbol/AMZN">Amazon’s shares</a> are up 7.6% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-after-tim-cook-analysts-see-continuity-pick-not-vision-play-under-new-ceo-john-ternus/cZBIPluRIzz">Apple After Tim Cook: Analysts See Continuity Pick, Not Vision Play Under New CEO John Ternus</a>&nbsp;

In this photo illustration 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)

AMZN Stock Extends Gains Overnight On Anthropic Boost — But 'Circular Deal' Fears Are Keeping Retail On Edge

Amazon has committed to invest up to $25 billion in Anthropic. In return, the AI startup will double down its spending on Amazon Cloud Services over the next decade.

<ul class="summary-bullets"><li>Benioff believes investor fears over AI disruptions rocking software firms are overdone.</li><li>Salesforce shares have declined more than 30% in 2026.</li><li>Still, about three-fourths of analysts recommend ‘Buy’ or higher, per Koyfin.</li></ul>Salesforce CEO Mark Benioff has given a clear rebuttal amid the ongoing software selloff:&nbsp;the bears have it&nbsp;all wrong.The chief of the top-tier software player, whose tools help enterprises manage customer relationships, sales, marketing, and support, said that AI is making Salesforce more valuable to its customers, and AI firms or competitors can’t “vibe-code” their own sales-management software to compete with Salesforce on security, compliance and other vital features.<h2 class="st-heading-2">CRM Back Against The Wall? Not Quite</h2>“People think we have our back against the wall when in fact the opportunity has never been greater,” Benioff said in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/tech/ai/marc-benioff-says-the-software-bears-are-all-wrong-about-salesforce-c7042852">interview</a> with the Wall Street Journal."The software bears are dead wrong. At @Pearson, #Agentforce autonomously handles order statuses, refunds &amp; lost access codes — increasing the percentage of customer questions resolved without any human interaction by 40%, says VP Gabriele Bauman," Benioff&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Benioff/status/2046077126944948428">reiterated</a> on X.&nbsp;&nbsp;"At @PenFed, our Agentforce agent handles password resets &amp; account unlocks for employees — reducing total IT tickets by 40%, says EVP &amp; CIO Shree Reddy. This is the Agentic Enterprise delivering real ROI today — not hype. Agenticware, not Software."As a key constituent of the software-as-a-service sector, Salesforce has been caught in what traders are cheekily calling the "SaaSpocalypse" — a broad dent in SaaS valuations driven by fears that AI agents like Anthropic's Claude can perform professional tasks cheaper and more effectively than human workers, threatening the traditional per-seat subscription model that underpins the industry.&nbsp;<a href="https://stocktwits.com/symbol/CRM">CRM shares</a> are down 31% year to date,&nbsp;already worse than last year’s 20% tumble, but still not as bad as the 47% cratering seen in 2022. However, some software peers, such as Atlassian, Workday, Intuit, and Zscaler, have fallen even more sharply.Sales grew 12% to $11.2 billion in the last quarter, exceeding Wall Street’s expectations, but a soft fiscal first-quarter forecast weighed on the company's sentiment.<h2 class="st-heading-2">CRM CEO Outlines Catalysts</h2>In the Journal report, Benioff outlined a few levers that would push Salesforce out of the slump. First up, the company’s flagship Agentforce platform is finally picking up after a slow start. Launched in late 2024, it is now used by 23,000 of its 150,000 customers to build custom autonomous agents for workflows.Now, Salesforce is building a new AI platform, code-named Agent Albert, which will be unveiled at the end of the year. The tool – a culmination of a three-year effort – would be able to automatically study its users and take actions on their behalf, according to the report.Thirdly, Salesforce's investment in Anthropic could come into play. Since 2023, Salesforce has invested more than $300 million in the AI start, which was recently valued at $380 billion and is planning to go public later this year.In February, Salesforce expanded its integration with Anthropic, allowing its data and tools — starting with Slack and Agentforce 360 — to be accessed directly within Claude, with outputs feeding back into Salesforce workflows.<h2 class="st-heading-2">Retail, Analyst Views On CRM</h2>Although CRM has been one of the most-cited stocks ripe for a software rebound, retail sentiment for the ticker on Stocktwits has been falling since the start of last week and was ‘neutral’ early Monday.Analysts, however, believe a rebound is likely. Currently, 35 of 46 recommend ‘Buy’ or higher, 10 recommend ‘Hold,’ and one recommends ‘Strong Sell,’ per Koyfin. Their average price target of $268.87 implies a 48% upside from the last close.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/alphabet-s-google-may-be-sitting-on-a-234-b-gold-mine-and-space-x-anthropic-ip-os-could-unlock-it-this-year/cZBdcnVRIyS">Alphabet’s Google May Be Sitting On A $234B Gold Mine — And SpaceX, Anthropic IPOs Could Unlock It This Year</a>&nbsp;

CEO of the software company Salesforce, Marc Benioff attends the 55th annual meeting of the World Economic Forum (WEF) in Davos, Switzerland on January 23, 2025. (Photo by Halil Sagirkaya/Anadolu via Getty Images)

Salesforce CEO Marc Benioff Thinks ‘SaaSpocalypse’ Bears Are ‘Dead Wrong’ — Even As CRM Stock Tracks Worst Year Since 2022

Agentforce momentum, Anthropic tie-up, and a new forthcoming AI platform will power Salesforce’s rise, CEO Mark Benioff said in an interview with WSJ.

ANTHROPIC
Anthropic PBC

Latest ANTHROPIC News

ANTHROPICAnthropic PBC

Latest ANTHROPIC News

ANTHROPIC
Anthropic PBC