SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Webull is gaining attention as investors react to the termination of the Yorkville agreement, with the community closely watching the stock for a potential reversal after a period of prolonged weakness. Sentiment remains polarized between those anticipating a major turnaround due to strong fundamentals and liquidity, and skeptics who remain focused on historical downtrends and macro pressures.

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 is capturing significant investor attention as the platform expands its suite of financial services and benefits from broader retail participation. The community is heavily debating the stock's future trajectory, balancing bullish sentiment surrounding potential new banking partnerships and institutional buying against frustration over the stock's recent volatility and its tight historical correlation with broader crypto market trends.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap Inc. is trending as investors react to a multi-year partnership with Qualcomm to power next-gen AR hardware, fueling community speculation about a turnaround and a push toward long-term profitability. While some participants are wary of recent executive stock sales and the lack of an immediate release date for new glasses, others view the current price as a massive accumulation opportunity given the platform's large user base and growth in subscription revenue.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is currently trending as investors react to a significant secondary stock offering aimed at financing data center expansion and debt repayment. While some in the community express concern over dilution, many others view the capital raise as a strategic move to accelerate infrastructure growth and secure long-term value, leading to active debates about whether to buy the dip or exercise caution.

High Roller Technologies, Inc. is an evolving and growth-oriented iCasino and entertainment company, which engages in the business of operating an online gaming business offering casino betting games to customers. The firm also offers a wide range of games including many that are available in land-based casinos, such as blackjack, roulette, baccarat, poker, and slot machines. The company was founded by Michael Alexander Cribari and Brandon Christopher Eachus on December 21, 2021 and is headquartered in Las Vegas, NV.

High Roller Technologies Inc.

High Roller Technologies Inc

High Roller Technologies is drawing significant investor interest following a definitive agreement with Crypto.com/US to enter the U.S. prediction markets, a move the community views as a massive long-term catalyst. Traders are actively debating the stock's potential for a major short squeeze due to its low float and high levels of short interest, leading to volatile price action as bulls push for sustained momentum while bears question the sustainability of the rally.

AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is currently drawing significant community attention as investors track the upcoming launch of its BlueBird 7 satellite, a key milestone for its space-based mobile broadband technology. While bullish sentiment is fueled by analyst upgrades and potential for major industry partnerships, volatility persists as traders debate the competitive landscape following news of Amazon's acquisition of Globalstar.

Globalstar, Inc. engages in the provision of mobile satellite services. It offers voice and data communications services to the following markets: recreation and personal, government, public safety and disaster relief, oil and gas, maritime and fishing, natural resources, mining, and forestry, construction, utilities, and transportation. The company was founded in November 2003 and is headquartered in Covington, LA.

Globalstar Inc.

Globalstar is experiencing intense market activity driven by reports of advanced acquisition talks with Amazon, as the industry watches to see if SpaceX will enter a bidding war for the company's high-value satellite spectrum. Investors are debating the strategic impact of Apple's existing equity and capacity partnerships on a potential deal, with many long-term shareholders pushing back against lower valuation estimates and anticipating a significant premium.

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

Broadcom Inc

Broadcom is currently a focal point for investors following a strategic multi-year partnership with Meta to advance custom AI silicon and infrastructure. The community is actively discussing the stock's role in the AI data center backbone, with bullish sentiment surrounding the expanded long-term chip roadmap and the transition of Broadcom's leadership into key advisory roles.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Wave Quantum is currently a focal point for traders following recent technical updates, research presentations at industry conferences, and ongoing speculation regarding potential defense-sector partnerships. While the community remains divided between those betting on the company's long-term potential in the quantum optimization space and those skeptical of its current revenue scale and valuation, the stock continues to see heightened activity driven by aggressive options flow and broader interest in the quantum computing sector's role in future-proofing cybersecurity and national infrastructure.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is currently trending as a top market performer, driven by institutional conviction following a series of bullish analyst notes and Jassy's shareholder letter, which highlighted massive AI-related revenue and strategic capex commitments. The community is actively discussing Amazon's expanding role in AI infrastructure, potential space sector dominance through a high-profile acquisition, and the stock's recent price momentum as it pushes toward key technical resistance levels.

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>The new products could be released as soon as this week, the report said.&nbsp;</li><li>According to The Information, Anthropic's upcoming design tool aims to help both technical and non-technical users create presentations, websites, landing pages and products using prompts in natural language.&nbsp;</li><li>Earlier this week, BTIG noted that AI is raising a host of questions about the future of the creative ecosystem.</li></ul>Shares of GoDaddy (GDDY), Adobe (ADBE), Wix.Com (WIX) and Figma (FIG) edged lower on Tuesday on the heels of a report that Anthropic is preparing a new AI-powered tool for designing websites and presentations.The Information <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/briefings/exclusive-anthropic-preps-opus-4-7-model-ai-design-tool?rc=prcjzy">reported</a> on Tuesday, citing a person familiar with the matter, that the AI company is preparing its next flagship model, Claude Opus 4.7, along with a new AI-powered tool for designing websites and presentations. The new products could be released as soon as this week, the report said.According to The Information, Anthropic's upcoming design tool aims to help both technical and non-technical users create presentations, websites, landing pages and products using prompts in natural language.GDDY, ADBE, WIX and FI shares traded 2%-3% lower at the time of writing.<h2 class="st-heading-2">How Did Retail Traders React?</h2>On Stocktwits, retail sentiment around ADBE, GDDY and FIG stocks trended in the ‘bullish’ territory at the time of writing. &nbsp;While retail chatter around <a href="https://stocktwits.com/symbol/GDDY">GDDY </a>and ADBE stayed within the ‘normal’ territory at the time of writing, message volume on FIG stayed at ‘extremely high’ levels.A Stocktwits user said that Claude will put Adobe and Figma “out of business.”<stembedurl>https://www.stocktwits.com/AllinCapital/message/650265699</stembedurl>Another user dismissed the report’s impact on Figma, opining that the company’s products are superior to any product in the market.<stembedurl>https://www.stocktwits.com/Muktar65/message/650264148</stembedurl>A third user termed the selloff a buy signal.<stembedurl>https://www.stocktwits.com/LastDance003/message/650264459</stembedurl>On Monday, BTIG initiated coverage of ADBE and FIG with a ‘Neutral’ rating and no price target. The firm noted that AI is "raising a host of questions about the future of the creative ecosystem" and added that it wants more conviction in how AI ultimately reshapes the creative space before recommending ADBE shares.<a href="https://stocktwits.com/symbol/GDDY">GDDY</a> has fallen 53% over the past 12 months while <a href="https://stocktwits.com/symbol/ADBE">ADBE</a> fell 33% and <a href="https://stocktwits.com/symbol/FIG">FIG</a> lost 84%. <a href="https://stocktwits.com/symbol/WIX">WIX shares</a> lost 60% in the meantime.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/rivian-inks-partnership-with-former-tesla-execs-firm-for-energy-storage/cZJqgLcRIv7">Rivian Inks Partnership With Former Tesla Exec’s Firm For Energy Storage At Illinois Plant Ahead Of Launching Model Y Rival</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

This photograph shows a smartphone screen displaying the logo of Anthropic, an American company specializing in artificial intelligence (AI). (Photo by Samuel Boivin/NurPhoto via Getty Images)

ADBE, WIX, FIG, GDDY Stocks Fall As Anthropic Reportedly Prepares To Launch AI Design Tool

The Information reported on Tuesday, citing a person familiar with the matter, that Anthropic is preparing its next flagship model, Claude Opus 4.7, along with a new AI-powered tool for designing websites and presentations.

Equity

<ul class="summary-bullets"><li>All analysts cited the AI cloud company’s recent mega deals as catalysts for the target boosts.&nbsp;</li><li>DA Davidson raised the price target on CoreWeave to $175 from $125 and kept a ‘Buy’ rating on the shares, representing an upside potential of about 58.7%.&nbsp;</li><li>Last week, CoreWeave announced two major deals; one with Anthropic, and another with Meta, prompting the increased Wall Street attention.</li></ul>CoreWeave Inc. (CRWV) stock surged five sessions straight and closed up more than 8% on Monday, amid a series of Wall Street updates over its recent deals with mega technology companies.DA Davidson raised the price target on CoreWeave to $175 from $125 and kept a ‘Buy’ rating on the shares, as per TheFly. The target boost represents an upside potential of about 58.7%.The stock continued its upward momentum in after-hours trading, rising about 1.4% at the time of writing.<h2 class="st-heading-2">How Much Upside Does Wall Street See?</h2>Apart from DA Davidson, Bank of America and Roth Capital also increased price targets on CoreWeave.BofA raised its price target on the company to $120 from $100 and kept a ‘Buy’ rating on the shares, while Roth Capital raised the price target to $135 from $110 with a ‘Buy’ rating.All analysts cited the AI cloud company’s recent mega deals as catalysts for the target boosts. DA Davidson said CoreWeave’s Anthropic and Meta Platform Inc. (META) announcements last week highlighted incrementally positive signs that the company is becoming the neocloud of choice for the frontier labs.Meanwhile, BofA said CoreWeave’s recent contracts with Nebius (NBIS) underpins the firm's constructive outlook for AI infrastructure demand. The analyst also said it is increasing the FY27 and FY28 revenue growth estimates to 94% and 50% year-over-year, respectively, reflecting the latest deals with Meta and Anthropic.Roth Capital also called the company’s deals with Meta and Anthropic “unusual and remarkable,” even by AI standards.As per data from Koyfin, analysts have a 12-month average price target of $123.50 on the stock, indicating an upside potential of about 12% from the stock’s closing price. 21 out of 33 analysts covering the stock have a rating of ‘Buy’ or higher.<h2 class="st-heading-2">Coreweave’s Mega Partnerships</h2>Last week, CoreWeave announced two major deals. The New Jersey-based company said it had entered into a multi-year partnership with Anthropic to scale the adoption of its AI models.The company also unveiled a $21 billion expansion of its deal with Meta to provide AI infrastructure through 2032. Earlier, CoreWeave also expanded its partnership with OpenAI, a deal that grew from an initial $11.9 billion contract to $22.4 billion at present.<h2 class="st-heading-2">Retail Stance</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/CRWV">CRWV stock</a> was in the ‘extremely bullish’ territory at the time of writing, amid ‘extremely high’ message volumes.One bullish user noted that nine out of 10 of the top AI companies had contracts with CoreWeave, adding that this made the stock a “buy and hold.”<stembedurl>https://stocktwits.com/positive108/message/650074820</stembedurl>CRWV stock has surged more than 152% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of CoreWeave Inc. (NASDAQ:CRWV) on August 8, 2025, in Chongqing, China. 

Why Did CRWV Stock Surge More Than 8% Today?

DA Davidson, Bank of America, and Roth Capital increased price targets on CoreWeave.

<ul class="summary-bullets"><li>Anthropic recently disclosed that its ARR had grown from $9 billion to $30 billion in a matter of months.</li><li>Anthropic could exit the year with up to $100 billion ARR, Brad Gerstner said on a podcast.</li><li>The AI startup has released new AI tools at a rapid clip lately and is gearing up for an initial public offering.</li></ul>Altimeter Capital founder Brad Gerstner believes that Anthropic could “easily” triple its annual revenue run-rate (ARR) this year, he said on The All-In Podcast on Saturday.&nbsp;Gerstner’s comments underscore how investors and market observers are taking note of the disruption from Amazon and Google-backed Anthropic, which recently <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">disclosed</a> that its ARR had jumped from $9 billion to $30 billion in a matter of months and that it had gained over 1,000 customers paying over $1 million a year.“Anthropic was literally counted out of the game last year, and they've kicked OpenAI's a** over the last 90 days. Bam, you have the largest revenue explosion in the history of technology,” Gerstner said on the <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=DVBJQQCjgXU&amp;t=43s">podcast version </a>published on YouTube.&nbsp;“I would not be shocked if you see Anthropic exiting this year at $80 billion or $100 billion in revenue.”&nbsp;Gerstner is a high-profile tech investor who made early bets on companies like Snowflake, Meta, and Uber. His firm, Altimeter, is famous for its aggressive, long-term bets on disruptive tech and has stood out for publicly calling out Big Tech management (notably Meta) and pushing for strategic changes.<h2 class="st-heading-2">IPO-Bound Anthropic Climbs To New Strengths</h2>Anthropic has dominated headlines in recent months. Its new AI tools -- particularly Claude CoWork, launched in January, along with a steady rollout of added capabilities -- have triggered a sharp selloff across software and SaaS stocks.Last week, Anthropic&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crowdstrike-palo-alto-stocks-surge-anthropic-s-latest-ai-rollout-turns-into-tailwind-for-once/cZJOYFhRIqk">previewed</a> its new AI model, Mythos, with cybersecurity applications, and&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wired.com/story/anthropic-launches-claude-managed-agents/">launched</a> a new product that makes it easier for enterprises to build and deploy AI agents.&nbsp;Interestingly, Mythos has raised concerns in the pentagon, and Secretary Scott Bessent and Federal Reserve Chair Jerome Powell last week held an urgent meeting with top Wall Street bank CEOs to warn about cyber risks posed by the new AI model.Gerstner said Anthropic’s revenue surge underscores how its models and services have become cutting-edge, with customers rapidly adopting them, and suggested the addressable market for AI may be larger than previously estimated.“It's not that there was some great go to market at Anthropic that all of a sudden they snuck up and blew everybody away. No, it was companies demanding the product. They're getting throttled on the product. Why? Because it's so good. It makes them better at their business,” said Gerstner.Anthropic, meanwhile, is preparing for an initial public offering that could come toward the end of the year and rank among the largest on record. Retail investors are already buying exposure through proxy funds such as the KraneShares Artificial Intelligence &amp; Technology ETF (AGIX), Destiny Tech100 (DXYZ), and ARK Venture Fund (ARKVX).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> on how investors can get a piece of an AI startup before its listing.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/path-s-crm-stocks-hit-52-week-lows-what-s-driving-the-selloff/cZJFVM2RIMj">PATH, S, CRM Stocks Hit 52-Week Lows: What's Driving The Selloff?</a>

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

Altimeter’s Brad Gerstner Says Anthropic's Revenue Run Rate Could Triple In 2026 As AI Worries Hit Tech Stocks

The investor, known for his early bets in Meta and Uber, believes Anthropic is gaining ground on OpenAI. 

<ul class="summary-bullets"><li>UiPath and SentinelOne stocks hit record lows on Friday.</li><li>Last week, Anthropic previewed its new AI model, Mythos, with cybersecurity applications, and launched a new product that makes it easier for enterprises to build and deploy AI agents.</li><li>Retail investors appeared to be favoring CRM for a potential rebound.</li></ul>UiPath, SentinelOne, and Salesforce stocks sank to fresh multi-year intraday lows last week, as selling pressure across key software names intensified, driven by concerns over Anthropic’s advances.Investors were also parsing the latest updates from the United States regarding its military campaign in Iran, which would dictate the trading in the broader market.&nbsp;U.S. stock futures dipped after talks between the two sides in Pakistan ended without an agreement and the U.S. said it would begin a blockade of all Iranian ports on Monday.<h2 class="st-heading-2">What's Driving PATH, S, CRM Lower?</h2>Shares of UiPath and SentinelOne dropped to record lows on Friday as selling pressure continued in the software sector. Anthropic is&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">gaining business</a> and launching new AI tools at a rapid clip; its advances have become a major trigger for investors rotating their money out of software stocks.Last week, Anthropic&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crowdstrike-palo-alto-stocks-surge-anthropic-s-latest-ai-rollout-turns-into-tailwind-for-once/cZJOYFhRIqk">previewed</a> its new AI model, Mythos, with cybersecurity applications, and&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wired.com/story/anthropic-launches-claude-managed-agents/">launched</a> a new product that makes it easier for enterprises to build and deploy AI agents.<a href="https://stocktwits.com/symbol/PATH">UiPath shares</a> declined 5.6% to $9.38 on Friday. The stock has declined for five days straight and is now at its lowest point since the company’s initial public offering in April 2021.<a href="https://stocktwits.com/symbol/S">SentinelOne shares</a> declined 6.5% to $11.94 on Friday, also their lowest level on record.Despite new partnerships with Google Cloud and AI-baked security offerings announced recently, PATH shares have slid, prompting analysts to lower their price targets. Morgan Staley, JPMorgan, Citi were among the brokerages to reduce their targets after the company’s earnings report on March 11.The business is clearly showing solid diversification beyond endpoint as drivers such as Cloud and Data scale, but overall growth continues to decelerate, Piper Sandler said. The analyst reduced its target on the stock to $15 from $17; the target implies 60% upside from the stock’s last close.<a href="https://stocktwits.com/symbol/CRM">Salesforce shares</a> declined 3.5% to $164.96, their lowest point in three years. The stock has declined for five days straight. Salesforce, a major enterprise focused software company, is one of the main stocks&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/salesforce-service-now-rejoin-dan-ives-ai-watchlist-after-software-sell-off/cZbHUrwR48C">investors are watching</a> for a potential rebound.<h2 class="st-heading-2">What Retail Traders Think About PATH, S, CRM?</h2>On Stocktwits, the retail sentiment for CRM climbed over the past week and was ‘extremely bullish’ overnight heading into Monday.“$CRM in the face of a high market this seems to be one of the best values out there,” a trader&nbsp;<a href="https://stocktwits.com/walter36/message/650028783">said</a>. Another&nbsp;<a href="https://stocktwits.com/arianbul66/message/650017182">wrote</a>: “$CRM steady grind higher not much selling pressure.&nbsp;The sentiment for S remained ‘bearish,’ while that for PATH inched up at the end of the week to ‘neutral.’ As of their last close, CRM is down 38% year to date, while PATH is down 43% and S is down 20%.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

Traders work on the floor of the New York Stock Exchange. PATH, S, and CRM stocks drop to fresh lows. (Photo by Michael M. Santiago/Getty Images)

PATH, S, CRM Stocks Hit 52-Week Lows: What's Driving The Selloff?

UiPath, SentinelOne, and Salesforce stocks sank to fresh multi-year intraday lows last week, as selling pressure across key software names intensified, driven by concerns over Anthropic’s advances.

Anthropic is gaining business and launching new AI tools at a rapid clip, developments that have emerged as key triggers in an ongoing selloff in software stocks.


<ul class="summary-bullets"><li>Fastly’s edge-security model is being questioned as AI tools emerge capable of bypassing traditional safeguards.</li><li>Anthropic’s Project Glasswing, with Fastly left out, has raised doubts about its ability to keep pace with evolving AI threats.</li><li>The company indicated that capital spending may increase to 10% to 12% of revenue in 2026.</li></ul>Fastly Inc. (FSLY) shares plunged sharply on Friday, reversing six-week gains as investors reacted to a major development in artificial intelligence that could reshape cybersecurity expectations across the edge computing sector.The steep decline followed the introduction of Anthropic's advanced AI model, Claude Mythos.&nbsp;<h2 class="st-heading-2">Security Model Under Pressure</h2>Anthropic system’s reported ability to autonomously identify and exploit software vulnerabilities has unsettled markets, raising concerns about the resilience of existing edge-based security frameworks.Fastly has positioned itself as a provider of secure, high-speed content delivery at the network edge. However, the emergence of AI tools that can bypass traditional safeguards has raised questions about whether speed-focused infrastructure can still provide meaningful protection.&nbsp;<a href="https://stocktwits.com/symbol/FSLY">Fastly stock</a> traded over 18% lower on Friday afternoon.&nbsp;Unease deepened after Anthropic revealed a cybersecurity collaboration known as Project Glasswing, which includes major technology players. Fastly’s absence from the initiative could make it harder to adapt to rapidly evolving AI-driven threats.<h2 class="st-heading-2">Valuation Reality Sets In</h2>The sell-off reflects growing skepticism around Fastly’s premium valuation, which had climbed to lofty levels amid enthusiasm for “AI at the edge.” While the company posted strong fourth-quarter revenue growth of 23%, the market is questioning whether future earnings can justify the elevated price-to-earnings multiple of 106, according to Koyfin data.&nbsp;The company signaled that capital expenditures could rise to between 10% and 12% of revenue in 2026, roughly double the prior year’s level, suggesting a prolonged investment phase.<h2 class="st-heading-2">How Did Retail Traders React?&nbsp;</h2>On Stocktwits, retail sentiment around the stock remained in ‘extremely bearish’ territory while message volume shifted to ‘high’ from ‘low’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_10_123403_png_b54af6496a.webp" alt="FSLY’s Sentiment Meter and Message Volume as of 12:30 p.m. ET on Apr.10, 2026 | Source: Stocktwits" width="931" height="98"><figcaption>FSLY’s Sentiment Meter and Message Volume as of 12:30 p.m. ET on Apr.10, 2026 | Source: Stocktwits</figcaption></figure>One user said software-as-a-service businesses might take a huge hit.&nbsp;<stembedurl>https://stocktwits.com/lktintu/message/649936388</stembedurl>FSLY stock has gained over 134% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/citron-shorts-applied-optoelectronics-calls-valuation-detached-from-fundamentals-and-flags-downside-risks/cZJ0039RItN">Citron Shorts Applied Optoelectronics, Calls Valuation Detached From Fundamentals And Flags Downside Risks</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Employees work at Fastly's office in San Francisco on Friday, July 20, 2018. 

FSLY Stock Plummets 18%: Fastly Snaps Six-Week Winning Streak As Agentic AI Jitters Resume

Anthropic’s Mythos can independently detect software weaknesses, sparking doubts about the relevance of current edge-based security systems. 

<ul class="summary-bullets"><li>Shares of the company tumbled more than 13% on Friday, the most since May 3, 2024.</li><li>Retail traders on Stocktwits, however, dismissed the selloff as an overreaction.&nbsp;</li><li>Earlier, BTIG commented on Anthropic's Claude Mythos model release, saying investor reactions were based on an incorrect reading of its impact.</li></ul>Shares of Cloudflare Inc. (NET) tumbled more than 13% on Friday, heading for the steepest one-day decline since May 3, 2024.The internet security company appears to be caught up in the larger software rout as Software-As-A-Service (SaaS) companies have been bleeding out since Anthropic’s massive revenue run rate announcement as well as updates on its agentic artificial intelligence tools that spooked markets this week.Retail traders on Stocktwits, however, dismissed the selloff as an overreaction. Cloudflare is an American technology company that provides content delivery network, cybersecurity, and domain registration services, among others, operating mainly as a reverse proxy to enhance website performance and security.<h2 class="st-heading-2">What’s Retail Saying?</h2>Retail sentiment on Stocktwits around NET stock jumped from ‘bearish’ to ‘bullish’ over 24 hours, while single-day message volumes shot up about 988%, according to platform data.One bullish user said that Cloudflare was not a SaaS company and the selloff was misplaced.<stembedurl>https://stocktwits.com/wall_street13/message/649949833</stembedurl>Another user called it an "overreaction," adding that the company was largely an infrastructure provider.<stembedurl>https://stocktwits.com/_sansan_/message/649951306</stembedurl>A third user said that the internet would not exist without Cloudflare.<stembedurl>https://stocktwits.com/EderT/message/649953725</stembedurl>Yet another user called the selloff a “gift” for dip buyers.<stembedurl>https://stocktwits.com/PicoPies/message/649939338</stembedurl><h2 class="st-heading-2">What’s Happening With Anthropic?</h2>Earlier this week, <a href="https://stocktwits.com/news-articles/markets/equity/nvidia-amazon-apple-partner-with-anthropic-on-ai-cybersecurity-effort-project-glasswing/cZJBGALRIqT">Anthropic launched Project Glasswing</a>, a cybersecurity initiative alongside major technology companies to improve software security. The company said that it would leverage its unreleased frontier AI model, Claude Mythos Preview, to detect and defend vulnerabilities faster than traditional methods.The Claude-maker also launched a new product that would make it easier for companies to build and deploy their own AI agents. The company also reported $30 billion in revenue run rate, dethroning OpenAI on this key metric.Anthropic’s launches have stoked concerns over a disruption in the SaaS and cybersecurity sectors, sending <a href="https://stocktwits.com/news-articles/markets/equity/now-snow-zs-intu-stocks-plummet-anthropic-connection/cZJWKWuRIsS">shares of multiple software stocks tumbling</a>.Analysts, however, have also dismissed the concerns. Earlier, BTIG commented on Anthropic's Claude Mythos model, saying investor reactions were based on an incorrect reading of its impact, according to TheFly. The analyst said that it believes Anthropic is "effectively giving the world a warning on the increased cyber risk associated with AI," which would ultimately drive more demand for cybersecurity vendors, not less.<a href="https://stocktwits.com/symbol/net">NET stock</a> has gained more than 62% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

NET Stock Heads For Worst Drop In Over 2 Years — Retail Goes Bottomfishing Amid Software Selloff

Cloudflare appears to be caught up in the larger software rout after Anthropic’s latest revenue run rate announcement and new AI product launches. 

<ul class="summary-bullets"><li>Market volatility around Palantir intensified after Burry suggested on social media that Anthropic may be gaining ground.</li><li>Burry later removed the post, but not before it circulated widely among traders focused on AI-linked equities.</li><li>Ives pointed to the company’s proprietary Ontology framework, expanding enterprise contracts, and deep integration across government and commercial sectors as core strengths.</li></ul>Dan Ives, managing director at Wedbush Securities, dismissed “The Big Short’’ investor Michael Burry’s now deleted bearish interpretation of Palantir Technologies Inc. (PLTR), calling it a “fictional narrative” that misrepresents the competitive position.Market chatter intensified after Burry, known for predicting the 2008 housing market crisis, suggested on social media that Anthropic could be gaining an advantage over Palantir. He later removed the post, but not before it circulated widely among traders focused on AI-linked equities.The stock lost over 13% on Wednesday and Thursday alone.&nbsp;<h2 class="st-heading-2">Wedbush Reaffirms Bullish Stance</h2>Ives reiterated an “Outperform” rating and maintained a $230 price target, implying a potential 77% upside to the stock’s closing price on Thursday.&nbsp;He pointed to the company’s proprietary Ontology framework, expanding enterprise contracts, and deep integration across government and commercial sectors as core strengths.<a href="https://stocktwits.com/symbol/PLTR">Palantir stock</a> traded over 5% lower on Friday morning.&nbsp;What Are Retail Traders Saying?&nbsp;On Stocktwits, retail sentiment around the stock changed to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_10_095508_png_b2fc466903.webp" alt="PLTR’s Sentiment Meter and Message Volume as of 09:40 a.m. ET on Apr.10, 2026 | Source: Stocktwits" width="931" height="98"><figcaption>PLTR’s Sentiment Meter and Message Volume as of 09:40 a.m. ET on Apr.10, 2026 | Source: Stocktwits</figcaption></figure>A Stocktwits user said Burry should be charged for manipulation.&nbsp;<stembedurl>https://stocktwits.com/BennyBoy18/message/649933435</stembedurl>Another bullish user expects Palantir and Anthropic to merge at some point for superintelligence.&nbsp;<stembedurl>https://stocktwits.com/romanaround/message/649933277</stembedurl><h2 class="st-heading-2">Growth Drivers And Competitive Landscape</h2>According to Ives, Palantir is benefiting from accelerating demand across both commercial and government segments. U.S. commercial revenue growth has surged more than 137% year over year, while government-related business expanded by roughly 66%, reflecting stronger adoption of large-scale data analytics and AI deployment programs.&nbsp;While investors have expressed concern about AI competition from firms such as Anthropic, Ives stated that these developments do not materially disrupt Palantir’s enterprise positioning.&nbsp;PLTR stock declined by over 29% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crwv-stock-two-week-winning-streak-specialized-cloud-providers-gaining-ground/cZJ0gR5RItW">CRWV Stock On Track For A Two-Week Winning Streak: Are Specialized Cloud Providers Gaining Ground?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Dan Ives Dismisses Michael Burry’s Bearish Palantir Take: Retail Says ‘Charge Burry For Manipulation’

Ives reaffirmed his ‘Outperform’ rating on the stock and held steady with a $230 price target, suggesting about 77% upside from Thursday’s closing level.

<ul class="summary-bullets"><li>The company’s multi-year partnership with Anthropic will enable the latter to deploy advanced AI systems for developers and businesses.</li><li>CoreWeave strengthens its competitive positioning against Amazon and Microsoft with a GPU-centric architecture.</li><li>CoreWeave aims to spend $30 billion to $35 billion to improve its high-performance AI infrastructure.&nbsp;</li></ul>CoreWeave Inc. (CRWV) stock is on track for two consecutive weekly gains as&nbsp;specialized cloud providers gain momentum over traditional tech giants, with the artificial intelligence infrastructure race intensifying in 2026.&nbsp;The company’s multi-year agreement with Anthropic, announced on Friday, signals a shift in how leading AI companies are choosing to power their systems.<h2 class="st-heading-2">Strengthening AI Infrastructure Capabilities</h2>CoreWeave will power the development and rollout of Anthropic’s Claude family of AI models. The agreement is expected to bring new computing capacity online later in 2026.Anthropic will use CoreWeave’s cloud platform to handle production-level workloads, enabling the deployment of advanced AI systems for developers, enterprises, and startups.<blockquote>"AI is no longer just about infrastructure, it’s about the platforms that turn models into real-world impact.”-Michael Intrator, Co-founder, CEO, Chairman of CoreWeave.&nbsp;</blockquote><a href="https://stocktwits.com/symbol/CRWV">CoreWeave stock</a> traded over 4% higher in Friday’s premarket.&nbsp;<h2 class="st-heading-2">Challenging Traditional Cloud Providers</h2>The deal also highlights rising competition in AI infrastructure, where traditional cloud providers such as Amazon.com Inc. (AMZN) and Microsoft Corp. (MSFT) are facing increasing pressure from specialized players.&nbsp;While legacy tech giants dominate enterprise cloud services, their broader focus has made it harder for them to match the performance and scalability demanded by next-generation AI systems.CoreWeave’s infrastructure emphasizes direct access to GPUs, reducing inefficiencies associated with traditional cloud layers. This design enables faster processing speeds and more efficient scaling, which are critical for training increasingly complex models.&nbsp;On Thursday, CoreWeave deepened its collaboration with Meta Platforms Inc. (META) through a multi-year agreement valued at approximately $21 billion to scale AI capabilities through 2032.<h2 class="st-heading-2">What Are Retail Traders Saying?&nbsp;</h2>On Stocktwits, retail sentiment around the stock turned to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_10_085122_png_371a573472.webp" alt="CRWV’s Sentiment Meter and Message Volume as of 08:30 a.m. ET on Apr.10, 2026 | Source: Stocktwits" width="932" height="100"><figcaption>CRWV’s Sentiment Meter and Message Volume as of 08:30 a.m. ET on Apr.10, 2026 | Source: Stocktwits</figcaption></figure>A Stocktwits user said CoreWeave is positioning itself as a key player in next-generation AI infrastructure, backed by a strong roster of clients.<stembedurl>https://stocktwits.com/skiddy5/message/649920251</stembedurl>The company’s 2026 capital expenditure target in the range of $30 billion to $35 billion is more than double the $14.9 billion spent in 2025.CRWV stock has gained over 28% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-outperforms-in-tough-q1-even-as-memory-crunch-drags-global-smartphone-shipments/cZJ0a2PRIte">Apple Outperforms In Tough Q1 Even As Memory Crunch Drags Global Smartphone Shipments</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of AI cloud-computing startup CoreWeave is displayed on a smartphone screen on May 16, 2025 in Suqian, Jiangsu Province of China. 

CRWV Stock On Track For A Two-Week Winning Streak: Are Specialized Cloud Providers Gaining Ground?

Under the terms of the latest deal, CoreWeave will provide the computing infrastructure supporting the development and deployment of Anthropic’s Claude AI model lineup.

<ul class="summary-bullets"><li>Software stocks were pressured after Anthropic announced new functionality in its Cowork platform, seen as a challenger to certain software products.</li><li>WDAY dropped to a six-year low, and CRM hit a three-year low.</li><li>Stocktwits sentiment CRM, SNOW, WDAY climbed higher amid the selloff and was ‘extremely bullish’ on Thursday.</li></ul>Shares of Salesforce, Inc., Snowflake, Inc., and Workday, Inc. dropped to fresh multi-year lows on Thursday, triggered by new AI announcements from Anthropic.Software heavyweight Microsoft, as well as key names Palantir, Intuit, Zscaler, and Snowflake, also suffered declines on a day that was positive for the broader market.<h2 class="st-heading-2">What's Driving CRM, SNOW, WDAY Lower?</h2><a href="https://stocktwits.com/symbol/CRM">Salesforce shares</a> dropped nearly 3% to $170.85, its lowest level since March 2023. Shares have fallen for four days, cumulatively 9%, even as the market has ticked higher following the United States and Iran agreeing to a ceasefire.Software stocks are unable to shake out the intense selling pressure. In recent months, concerns about stretched tech valuations were exacerbated by a string of AI launches from Anthropic, fanning worries that its tools might impact demand for certain niche software.In January, Anthropic debuted its Claude Cowork platform, which is designed to integrate AI into enterprise workflows, enabling shared context, documents, and real-time collaboration around AI outputs. The company has steadily added capabilities geared towards coding, legal, cybersecurity and other tasks, in many cases overlapping with software solutions already in the market.<a href="https://stocktwits.com/symbol/IGV">The iShares Expanded Tech Software ETF (IGV)</a> got dumped hard again on Thursday, losing nearly 5% in the last two sessions. Amid weakness, Salesforce has launched an accelerated buyback plan for up to $25 billion, while board members David Kirk and Laura Alber purchased $500,000 in shares each last month.<a href="https://stocktwits.com/symbol/SNOW">Snowflake shares</a> declined a whopping 13% to $132.24, their lowest level since August 2024. The stock is down 40% since the start of the year.Last week, Benchmark initiated coverage on SNOW with a ‘Buy’ rating and $190 price target, projecting a 68% upside. As a top infrastructure pick, it meets key SaaS investment criteria, including technology leadership, high AI defensibility, a $500 billion-plus total addressable market, consistent beat-and-raise execution, and top-tier profitable growth targeting Rule of 50+, the research firm said.<a href="https://stocktwits.com/symbol/WDAY">Workday shares</a> declined 5.1% to $137.84, their lowest level since March 2020. The stock has declined for four days straight, losing over 14%, and is down 47% since the start of the year.In the past week, Citi lowered its price target on WDAY sharply to $148 from $247, while Rothschild lowered it to $210 from $270. The company's decelerating sales trends and uncertainty on future strategy following the change of CEO in January were weighing on the view, Rothschild said.<h2 class="st-heading-2">What Retail Traders Think About CRM, SNOW, WDAY?</h2>Despite the sharp drop, retail sentiment for all three tickers has climbed in the last two days and was ‘extremely bullish’ on Thursday, as many traders see the multi-year lows as a premium opportunity to build exposure.“$CRM Took a $250 share starter here. The AI narrative is way overblown. Tell me a Fortune 500 business that runs their entire CRM process through AI. The answer is none,”&nbsp;<a href="https://stocktwits.com/Ladd220/message/649826686">argued</a> a trader.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/palantir-stock-heads-for-worst-week-in-2-months-burry-s-deleted-posts-still-echo-but-retail-is-snapping-up-every-dip/cZJiUL8RIso">Palantir Stock Heads For Worst Week In 2 Months: Burry’s Deleted Posts Still Echo, But Retail Is Snapping Up Every Dip</a>&nbsp;

Traders work on the floor of the New York Stock Exchange (NYSE). Salesforce, Snowflake and Workday stocks fall to fresh lows. (Photo by Spencer Platt/Getty Images)

CRM, SNOW, WDAY Stocks Hit 52-Week Lows: What's Driving The Selloff?

Software stocks continue to face pressure even as the broader market climbs on a de-escalation in the Middle East war.

A microchip and Intel logo displayed on a phone screen in this multiple illustration photo. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

INTC, SNDK, AEHR Stocks Hit 52-Week Highs Today: What’s Driving The Rally Across AI Infra Plays?

UBS expects DDR prices to rise 37% and NAND prices 40% in Q2, boosting the AI memory demand outlook.

ANTHROPIC
Anthropic PBC

Latest ANTHROPIC News

ANTHROPICAnthropic PBC

Latest ANTHROPIC News

ANTHROPIC
Anthropic PBC