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Roblox Corp. engages in the provision of online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud. Roblox Client is an application that allows users to explore 3D digital worlds. Roblox Studio is the toolset that allows developers and creators to build, publish, and operate 3D experiences and other content accessed with Roblox Client. Roblox Cloud includes the services and infrastructure that power the human co-experience platforms. The company was founded by Erik Cassel and David B. Baszucki in March 2004 and is headquartered in San Mateo, CA.

Roblox Corporation - Ordinary Shares - Class A

Roblox Corp.

Robloxs quarterly results beat some estimates, but the weaker user metrics and outlook for a year-over-year decline in fourth-quarter bookings sparked a sharp selloff. Traders are largely focused on slowing engagement and monetization, while some see the drop as a buying opportunity.

Albemarle Corp. engages in the development, manufacture, and marketing of chemicals for consumer electronics, petroleum refining, utilities, packaging, construction, transportation, pharmaceuticals, crop production, food-safety, and custom chemistry services. It operates through the following segments: Energy Storage, Specialties, and Ketjen. The Energy Storage segment develops and manufactures a broad range of basic lithium compounds, including lithium carbonate, lithium hydroxide, and lithium chloride. The Specialties segment focuses on optimizing a portfolio of bromine and specialized lithium solutions. The Ketjen segment consists of clean fuels technologies, fluidized catalytic cracking catalysts and additives, and performance catalyst solutions, which is primarily composed of organometallics and curatives. The company was founded in 1993 and is headquartered in Charlotte, NC.

Albemarle Corp.

Albemarle Corp

Albemarle is under pressure as falling lithium spot and futures prices weigh on sentiment ahead of earnings, with traders questioning where prices and the stock will bottom. Some see the selloff as an opportunity given longer-term battery and storage demand, while others expect further downside and want clearer guidance on lithium-price recovery.

Okta, Inc. engages in the provision of an identity management platform for enterprises. The firm operates through the following geographical segments: United States and International. Its products include single sign-on, multi-factor authentication, access gateway, API access management, authentication, adaptive MFA and lifecycle management. The company was founded by Todd McKinnon and J. Frederic Kerrest in 2009 and is headquartered in San Francisco, CA.

Okta Inc - Ordinary Shares - Class A

Okta Inc

Oktas earnings beat and raised outlook, alongside renewed interest in identity security for AI agents, fueled a sharp rally. Traders are divided between seeing durable AI-security demand and index inclusion as support and warning that the valuation is stretched, leaving shares vulnerable to profit-taking and a pullback.

CleanSpark, Inc. is a bitcoin mining technology company, which engages in the management of data centers. Its operations include College Park, Norcross, Washington, Sandersville, Dalton, and Massena. The company was founded by S. Matthew Schultz and Bryan Huber on October 15, 1987 and is headquartered in Henderson, NV.

Cleanspark Inc

CleanSpark is under pressure alongside bitcoin miners and AI-infrastructure names, with traders citing macro and interest-rate concerns, financing risk, and the sectors sharp selloffeven as Bitcoin has held up at times. The debate centers on whether its Meta data-center lease and bitcoin holdings justify buying the dip or whether debt, execution risks, and weak share performance outweigh that potential; some traders also blame heavy short interest.

Celcuity, Inc. operates as a cellular analysis company. The company discovers new cancer sub-types and commercializing diagnostic tests designed to improve the clinical outcomes of cancer patients treated with targeted therapies. The firm's proprietary CELx diagnostic platform is the commercially ready technology that uses a patient's living tumor cells to identify the specific abnormal cellular process driving a patient's cancer and the targeted therapy that treats it. The company was founded by Brian F. Sullivan and Lance G. Laing in January 2012 and is headquartered in Minneapolis, MN.

Celcuity Inc

Updated Phase 3 VIKTORIA-1 subgroup data in PIK3CA-mutant breast cancer is driving discussion, with traders highlighting the gedatolisib regimens efficacy versus the comparator. The positive clinical reaction is tempered by debate over the pending FDA label expansion and whether Celcuity can translate its approved drug into meaningful commercial uptake.

AT&T, Inc. is a holding company, which engages in the provision of telecommunications and technology services. It operates through the Communications and Latin America segments. The Communications segment offers wireless, wireline telecom, and broadband services to businesses and consumers located in the US and businesses globally. The Latin America segment provides wireless services and equipment in Mexico. The company was founded in 1983 and is headquartered in Dallas, TX.

AT&T, Inc.

AT&T Inc

Reports of SpaceX pursuing spectrum and access to U.S. cell sites have fueled concern that Starlink Mobile could become a competitor to AT&T and other wireless carriers. Traders debate whether the threat is material or years away given the cost and complexity of building a network; many view the telecom selloff as an overreaction, despite AT&Ts strong results and higher outlook.

Nu Holdings Ltd. is a holding company, which engages in the provision of digital banking services. The company was founded by David Vélez Osorno, Cristina Helena Zingaretti Junqueira, and Adam Edward Wible on February 26, 2016 and is headquartered in São Paulo, Brazil.

Nu Holdings Ltd - Ordinary Shares Class A

Nu Holdings Ltd

Brazils election outcome has sparked a broad selloff in Brazilian-linked stocks, with traders concerned about political and economic risk weighing on Nus Brazil-heavy business. Many investors argue the reaction is an overreaction because the companys fundamentals remain intact, while others expect continued volatility.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia is caught in a broader tech and semiconductor selloff as investors question whether heavy AI infrastructure spending will generate adequate returns, with weak Intel guidance and Amazons spending outlook adding to the pressure. Traders are divided between viewing the pullback as an AI-bubble warning and treating it as a buying opportunity, citing continued chip demand and Nvidias business strength.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TGTXs breakout to fresh 52-week highs is drawing attention ahead of its expected earnings report, with traders also speculating about a possible buyout and short covering. The acquisition talk is unconfirmed; some traders instead point to BRIUMVIs growth and earnings expectations as support for the rally.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsofts strong quarterly results and accelerating Azure growth drew attention, but the post-earnings rally faded as traders weighed its planned bond sale and heavy AI infrastructure spending amid a broader tech selloff. The community is split between seeing Azure demand and cash generation as evidence the investments are paying off and worrying that rising funding needs could pressure returns.

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 CRM Stock In Focus: Jefferies Says Salesforce’s Braze Deal Could Spark More Software Takeovers   

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Jefferies says Salesforce’s $5.66 billion deal could spur software industry consolidation, boost marketing abilities and fuel Klaviyo takeover speculation. 


70,000 Shares in CCC Intelligent Solutions Holdings Inc. $CCCS Purchased by Samjo Management LLC

Samjo Management LLC purchased a new position in CCC Intelligent Solutions Holdings Inc. (NYSE:CCCS - Free Report) during the 2nd quarter, according to the company in its most recent filing with the...

New York State Common Retirement Fund Has $29.95 Million Position in CCC Intelligent Solutions Holdings Inc. $CCCS

New York State Common Retirement Fund increased its position in shares of CCC Intelligent Solutions Holdings Inc. (NYSE:CCCS - Free Report) by 22.6% in the second quarter, according to the company in...

Thornburg Investment Management Inc. Sells 132,674 Shares of CCC Intelligent Solutions Holdings Inc. $CCCS

Thornburg Investment Management Inc. lowered its position in CCC Intelligent Solutions Holdings Inc. (NYSE:CCCS - Free Report) by 8.1% during the 2nd quarter, according to the company in its most...

Edmond DE Rothschild Holding S.A. Has $84.90 Million Holdings in CCC Intelligent Solutions Holdings Inc. $CCCS

Edmond DE Rothschild Holding S.A. grew its stake in CCC Intelligent Solutions Holdings Inc. (NYSE:CCCS - Free Report) by 40.1% in the second quarter, according to the company in its most recent Form...

Bank Julius Baer & Co. Ltd Zurich Lowers Position in CCC Intelligent Solutions Holdings Inc. $CCCS

Bank Julius Baer & Co. Ltd Zurich decreased its position in shares of CCC Intelligent Solutions Holdings Inc. (NYSE:CCCS - Free Report) by 17.9% during the second quarter, according to its most...

CCC Intelligent Solutions Holdings Inc. (NYSE:CCCS) Given Average Recommendation of "Hold" by Analysts

CCC Intelligent Solutions Holdings Inc. (NYSE:CCCS - Get Free Report) has received a consensus recommendation of "Hold" from the seven analysts that are covering the firm, Marketbeat reports. One...

Summit Creek Advisors LLC Decreases Stock Position in CCC Intelligent Solutions Holdings Inc. $CCCS

Summit Creek Advisors LLC decreased its position in shares of CCC Intelligent Solutions Holdings Inc. (NYSE:CCCS - Free Report) by 4.1% during the second quarter, according to the company in its most...

CCC Intelligent Solutions Holdings Inc. (CCCS) Matches Q3 Earnings Estimates

CCC Intelligent Solutions (CCCS) delivered earnings and revenue surprises of 0.00% and +0.81%, respectively, for the quarter ended September 2025. Do the numbers hold clues to what lies ahead for the stock?

CCC Expands Relationship with Opus IVS to Deliver ADAS Insights to Collision Repairers

CCC Intelligent Solutions Inc. (CCC), a leading cloud platform provider powering the P&C insurance economy, today announced an expanded integration with Opus IVS, bringing Opus IVS enhanced ADAS Map...

$CCCS Q3 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of $0.13 up 44.44% YoY
• Reported revenue of $294.09M up 10.10% YoY

Stocktwits

CCC Intelligent Solutions Holdings Inc

 Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of $0.13 up 44.44% YoY
• Reported revenue of $294.09M up 10.10% YoY

This account has been verified as an official STOCKTWITS representative.

Verified Account

Stocktwits Earnings

• Reported GAAP EPS of $0.13 up 44.44% YoY
• Reported revenue of $294.09M up 10.10% YoY

CCC suspended guidance; adjusted operating expenses were $108.96M versus $106.45M in Q3 2025; its proposed acquisition is subject to regulatory and stockholder approvals and customary closing conditions.

CCC reported 10.1% revenue growth and 18.5% adjusted EBITDA growth; AI-related revenue reached approximately $130M annualized run-rate with 40% year-over-year growth, and a top-five insurer adopted Medhub.

CCC Intelligent Solutions Holdings, Inc. is a provider of innovative cloud, mobile, telematics, hyperscale technologies, and applications for the property and casualty (“P&C”) insurance economy. The firm is a cloud-based software as a service (“SaaS”) platform connects trading partners, facilitates commerce, and supports mission-critical, artificial intelligence enabled digital workflows. Its platform digitizes workflows and connects companies across the P&C insurance economy, including insurance carriers, collision repairers, parts suppliers, automotive manufacturers, financial institutions, and others. The company founded in 1980 and is headquartered in Chicago, IL.

Bearish Sentiment

<ul class="summary-bullets"><li>Jefferies sees Klaviyo as a potential takeover target as software deals increase.&nbsp;</li><li>The trend follows $6.1 billion and $6.3 billion buyouts of CCC Intelligent Solutions and Varonis, respectively.&nbsp;</li><li>Jefferies expects the Braze deal to strengthen Salesforce’s marketing tools and help it compete with Adobe.&nbsp;</li></ul><p>Salesforce Inc. (CRM) stock is drawing attention as Jefferies said its $5.66 billion deal to acquire Braze (BRZE) could spark further consolidation across the software industry. The firm sees the acquisition strengthening Salesforce’s marketing business and improving its competitive edge against Adobe (ADBE), while raising takeover speculation around peers such as Klaviyo (KVYO).&nbsp;</p><p><a href="https://stocktwits.com/symbol/CRM">Salesforce stock</a> edged 0.4% lower overnight, heading into Wednesday, after a 0.01% slip in the regular session.&nbsp;</p><h2 class="st-heading-2">Marketing Software Consolidation Could Ramp Up Post Salesforce-Braze Deal</h2><p>Jefferies noted that Salesforce’s Braze&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crm-stock-falls-salesforce-strikes-5-66-b-braze-deal-to-strengthen-ai-marketing-push/cZxqwbbRBut">agreement</a> follows two other major software transactions involving CCC Intelligent Solutions Holdings Inc. (CCCS) and Varonis Systems Inc. (VRNS). The firm identified Klaviyo as a potential acquisition candidate if consolidation continues across the marketing technology sector.</p><p>Klaviyo helps consumer brands and online retailers use customer data to personalize marketing and customer communications. In the second quarter, its revenue rose 26% year-on-year to $370.6 million, prompting the company to raise its full-year sales outlook.&nbsp;</p><p>CCC Intelligent Solutions agreed to a $6.1 billion cash buyout by a group led by GTCR and Elliott Investment Management, offering shareholders $7.75 per share. Meanwhile, Varonis Systems (VRNS) agreed to a $6.3 billion all-cash acquisition by Proofpoint, which is backed by private equity firm Thoma Bravo. Both deals would take the companies private.&nbsp;</p><p>Jefferies sees a HubSpot (HUBS) takeover as unlikely, but believes a private equity firm could be a more likely buyer if a deal happens.&nbsp;</p><h2 class="st-heading-2">Salesforce Could Strengthen Its Marketing Platform</h2><p>Jefferies views the Braze transaction positively, explaining that the purchase could refresh Salesforce's marketing and commerce cloud offerings and boost its ability to serve business-to-consumer (B2C) customers. The combined capabilities could also help Salesforce compete more effectively with Adobe in digital marketing and customer engagement.</p><p>Braze completed 18 acquisitions in 18 months, helping it expand its products and technology. Jefferies sees this plan as fruitful. The firm kept its ‘Buy’ rating on Salesforce and its $300 price target, showing confidence after the Braze deal.&nbsp;</p><h2 class="st-heading-2">Twilio Faces Pressure</h2><p>The deal could create challenges for Twilio (TWLO), which helps businesses manage communications. Jefferies said the acquisition shows the growing importance of customer engagement tools, but Salesforce’s stronger capabilities could increase competition for Twilio.&nbsp;</p><p>Salesforce could rely less on outside messaging providers or push them to lower their prices. This could increase competition in business messaging and customer engagement services.&nbsp;</p><h2 class="st-heading-2">What CRM Retail Traders Are Saying&nbsp;</h2><p>On Stocktwits, retail sentiment around the stock remained ’neutral’. The stock saw an 820% surge in message volume over the past 24 hours.&nbsp;</p><p>A user&nbsp;<a href="https://stocktwits.com/SeanDavid/message/666944063">said</a>, “Salesforce paying a 58% cash premium for Braze flips the software trade: three years of shorting software as an AI loser, and now the biggest platforms are buying it. If the next phase of the AI trade is M&amp;A, the crowded software short book is exposed.”</p><p>Another user&nbsp;<a href="https://stocktwits.com/Ashton_1nvests/message/666943971">believes</a> software stocks have been oversold in 2026, pointing to Adobe (ADBE), Salesforce and ServiceNow (NOW). The user argues that despite sharp valuation declines, the “businesses are still generating massive cash flow, pushing deeper into AI, and sitting at the center of how companies actually operate”.&nbsp;&nbsp;</p><p>Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-brze-hlt-has-stocks-hit-52-week-highs-today/cZxtFTNRBHl">Why Did BRZE, HLT, HAS Stocks Hit 52-Week Highs Today?</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

The Salesforce logo is displayed at the 8th China International Import Expo. (Photo by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

Salesforce Inc. (CRM) stock is drawing attention as Jefferies said its $5.66 billion deal to acquire Braze (BRZE) could spark further consolidation across the software industry. The firm sees the acquisition strengthening Salesforce’s marketing business a

CRM Stock In Focus: Jefferies Says Salesforce’s Braze Deal Could Spark More Software Takeovers

Adobe Inc

Braze Inc

Salesforce Inc

HubSpot Inc

Klaviyo

Twilio Inc

Varonis Systems Inc

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

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