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Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavax is currently trending due to intense community discussion surrounding its high short interest and speculative potential for a gamma squeeze, fueled by a heavy volume of call options expiring in mid-April. Investors are actively debating the leadership of CEO John Jacobs and the potential for activist investor Himanshu Shah to initiate a proxy fight, as sentiment remains polarized between those anticipating a major partnership or buyout and those frustrated by persistent share price suppression.

Algorand is a scalable, secure, and decentralized digital currency and smart contract platform. Its protocol uses a variation of Proof-of-Stake (PoS) called Pure PoS (PPoS) to secure the network and reach consensus on block production. Developers can build decentralized applications (dApps) using familiar programming languages, including Python, which Algorand supports natively. Its infrastructure enables various use cases, including payment systems, digital identity solutions, supply-chain tracking, and financial services. The protocol's architecture allows for tokenization of assets and the development of smart contracts, while its technical specifications support both retail users seeking basic transaction capabilities and enterprises requiring more, complex, blockchain solutions.

Algorand

Algorand is currently trending due to a convergence of bullish sentiment surrounding its post-quantum cryptography capabilities and its potential role in real-world asset tokenization. Community members are actively debating the impact of recent institutional developments and governance changes, with many highlighting the project's long-term utility as a primary driver for its potential market recovery.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is facing significant downward pressure following disappointing quarterly delivery numbers, with investors increasingly divided between the company's core automotive business and its pivot toward autonomy and AI. The community is actively debating the upcoming autonomy roadmap and the broader impact of a potential SpaceX IPO, while technical traders closely monitor key support levels amid ongoing market volatility.

Pyth Network is a decentralised oracle network designed to provide real-time financial market data to decentralised applications (dApps) across multiple blockchains. It allows developer to secure smart contracts with reliable, low-latency market data from institutional sources, and build apps with high-fidelity oracle feeds designed for mission-critical systems.

Pyth Network

Pyth Network is trending as investors highlight its role as critical DeFi infrastructure, bolstered by a high-profile partnership with the U.S. Department of Commerce to provide on-chain macroeconomic data. The community is actively discussing the project's institutional adoption, its revenue-generating model featuring token buybacks, and its positioning as a leading player in the expanding Real World Asset (RWA) sector.

Global X Funds - Global X DAX Germany ETF

Global X DAX Germany ETF

The DAX is currently trending as investors scrutinize its technical structure and price action following recent volatility, with the community actively debating whether the index is establishing a long-term bottom or facing deeper corrective risks. Discussion is heavily focused on Elliott Wave signals, anchored VWAP support levels, and the broader macro implications of energy costs and industrial shifts within the German market.

EchoStar Corp. engages in the design, development, and distribution of digital set-top boxes and products for direct-to-home satellite service providers. It operates through the following business segments: Pay-TV, Retail Wireless, and Broadband and Satellite Services. The Pay-TV segment business strategy is to be the best provider of video services in the United States by providing products with the best technology, outstanding customer service, and great value. The Retail Wireless segment offers Retail Wireless services as well as a competitive portfolio of wireless devices. The Broadband and Satellite Services segment business strategy is to maintain and improve leadership position and competitive advantage through development of technologies and services marketed to selected sectors within the consumer, enterprise and government markets globally. The company was founded by Charlie William Ergen, Candy Ergen, and James DeFranco in 1980 and is headquartered in Englewood, CO.

EchoStar Corp - Ordinary Shares - Class A

EchoStar Corp

EchoStar is surging as investors capitalize on the company's significant equity stake in SpaceX, which has reportedly reached an $800 billion private market valuation. The community is actively debating the stock's role as a primary proxy for SpaceX's anticipated IPO, with many highlighting the potential for substantial upside as the satellite provider continues to monetize its spectrum assets.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvell Technology is surging following a massive $2 billion strategic investment from Nvidia, which ties the company directly into the NVLink Fusion ecosystem and cements its role as a critical architect for next-generation AI data centers. Investors are heavily focused on the company's robust custom silicon and optical interconnect capabilities, fueling intense institutional activity and bullish sentiment as the stock breaks out of recent consolidation.

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 trending as the central pillar of a massive AI infrastructure buildout, with the community actively debating whether the stock's recent volatility is a temporary dip or a sign of deeper market instability linked to geopolitical tensions. Investors are closely monitoring how Nvidia's strategic interconnect investments and its pivotal role in the hyperscale ecosystem will perform against broader macroeconomic headwinds.

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 investors weigh its aggressive $200 billion AI infrastructure spend against heightened geopolitical risks and logistics surcharges. The community remains divided, with some betting on its long-term compounding potential while others express concerns over technical weakness and the broader impact of rising energy costs on margins.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizer is trending as investors monitor ongoing pharmaceutical tariff developments alongside potential expansion of its oncology portfolio and key clinical trial updates. While some market participants weigh long-term dividend stability and pipeline diversification against sector-wide regulatory pressures, community sentiment remains split between defensive positioning and frustration over the stock's recent price stagnation.

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Forget Iran War: Bet Big on Tech ETFs on Earnings Strength

Tech earnings strength and rising estimates signal resilience, making tech ETFs attractive despite weak sentiment and geopolitical concerns.

Beyond Defense: Why Are Cyber ETFs the Hottest War Trade Right Now?

Cyber ETFs like CIBR are gaining traction as the Middle East war fuels demand for digital defense, lifting cybersecurity stocks.

Cyberwarfare Threat Rises: Time to Boost Cybersecurity ETF Exposure?

From AI expansion to cyberwarfare, cybersecurity ETFs may offer a compelling investment opportunity.

<ul class="summary-bullets"><li>HSBC also said that the historic valuations for software companies come at a time when the sector is poised to expand massively, according to TheFly.&nbsp;</li><li>HSBC noted that enterprise software companies have been "doing the heavy lifting” with regard to AI agents.</li><li>HSBC has a ‘Buy’ rating on multiple software companies, including Oracle (ORCL), Salesforce (CRM), CrowdStrike (CRWD), ServiceNow (NOW), and Palantir (PLTR).</li></ul>HSBC on Tuesday expressed its bullish stance on enterprise software, saying valuations are at "historic lows” for companies in the sector even as mounting fears over new artificial intelligence (AI) tools have caused selloffs in recent weeks.The firm said to investors in a research note titled ‘Software Will Eat AI’ that enterprise software companies "will not be threatened by AI." Instead, HSBC predicts that AI will be embedded within software platforms, as seen on TheFly.HSBC also said that the historic valuations for software companies comes at a time when the sector is poised to expand massively.<h2 class="st-heading-2">Top Picks</h2>In the note, HSBC noted that enterprise software companies have been "doing the heavy lifting” with regard to designing, vibe-coding, and beta testing of embedded agents, adding that software vendors are best suited for developing software with AI.HSBC has a ‘Buy’ rating on multiple software companies, including Oracle (ORCL), Salesforce (CRM), CrowdStrike (CRWD), ServiceNow (NOW), and Palantir (PLTR).Some of the other names that are on the firm’s ‘Buy’ list include Autodesk (ADSK), Akamai (AKAM), Alphabet (GOOG), HP Inc. (HPQ), Intuit (INTU), Microsoft (MSFT), TE Connectivity (TEL), and Zoom Communications (ZM).<h2 class="st-heading-2">Market Selloff</h2>HSBC’s note comes amid a broader selloff in technology stocks following multiple AI tool releases from Anthropic in recent weeks.The builder of AI assistant Claude, Anthropic has launched an open-source tool to help AI programs complete tasks independently, a new security feature to scan code for vulnerabilities, and its Common Business-Oriented Language (COBOL) capabilities, among others.At the time of writing, some of the losses have been pared. The <a href="https://stocktwits.com/symbol/NDX">Nasdaq-100</a> (NDX), which tracks technology companies, gained 1.09%. Meanwhile, the <a href="https://stocktwits.com/symbol/CIBR">First Trust NASDAQ Cybersecurity ETF</a> (CIBR) was up 0.85%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, an Artificial Intelligence logo is displayed on a smartphone with a US Flag in the background. (Photo Illustration by Omar Marques/SOPA Images/LightRocket via Getty Images)

HSBC Says Enterprise Software Valuations At 'Historic Lows’ — Which Other Tech Stocks Are A ‘Buy’ At The Firm?

The firm said to investors in a research note titled ‘Software Will Eat AI’ that enterprise software companies "will not be threatened by AI."

Equity

The firm said to investors in a research note titled ‘Software Will Eat AI’ that enterprise software companies "will not be threatened by AI." 

<ul class="summary-bullets"><li>The Falcon platform is available immediately on Microsoft Marketplace for those with full Microsoft Azure Consumption Commitment decrement eligibility.</li><li>The marketplace integration will simplify procurement and billing, enabling organizations to deploy CrowdStrike’s Falcon platform faster.</li><li>Customers can speed up protection, apply purchases toward Azure consumption commitments, and streamline operations by consolidating purchasing and billing.</li></ul>CrowdStrike (CRWD) and Microsoft Corp. (MSFT) announced on Wednesday that under a strategic alliance expansion, organizations will be able to purchase CrowdStrike’s Falcon platform through the Microsoft Marketplace.In a joint statement, the companies said that the expanded alliance will allow customers to buy Falcon with existing Microsoft Azure Consumption Commitment funds.The companies said the Falcon platform is available immediately on Microsoft Marketplace for those with full eligibility for the Microsoft Azure Consumption Commitment decrement.<h2 class="st-heading-2">Integration Benefits</h2>The marketplace integration will simplify procurement and billing, enabling organizations to deploy CrowdStrike’s Falcon platform faster across endpoints, cloud workloads, identity, AI, and data, according to the statement.Customers can speed up protection, apply purchases toward Azure consumption commitments, and streamline operations by consolidating purchasing and billing, reducing complexity while improving security deployment efficiency.“Security is the foundation for AI Transformation,” said Judson Althoff, CEO of Microsoft’s commercial business. “By enabling customers to apply their Azure Consumption Commitment in Microsoft Marketplace toward the Falcon platform, we are providing the financial flexibility they need to optimize cloud spend while adopting a rigorous security posture.”Meanwhile, George Kurtz, CEO and founder of CrowdStrike, said, “Adversaries don’t wait for budget cycles, and neither should security teams. By enabling customers to use Azure Consumption Commitment for CrowdStrike, we remove procurement friction and maximize the impact of the cloud investment they already have to stop breaches with the Falcon platform. Through ongoing collaboration with Microsoft, our ecosystem is broadening to meet the market’s broad-based demand for Falcon.”<h2 class="st-heading-2">What Are Stocktwits Users Saying?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/CRWD">CRWD shares</a> improved from ‘bearish’ to ‘neutral’ territory over the past 24 hours amid ‘high’ message volumes.Meanwhile, retail sentiment around <a href="https://stocktwits.com/symbol/MSFT">MSFT shares</a> slipped from ‘neutral’ to ‘bearish’ territory over the same period, even as messages remained in the ‘low’ levels.Shares of CRWD have declined more than 8% in the past year, while MSFT shares have fallen more than 2.5%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/what-is-sending-snap-shares-up-today/cZR0CYCR4vt">What’s Sending SNAP Shares Up Today?</a>

The CrowdStrike logo is being displayed on a smartphone in this photo illustration in Brussels, Belgium, on July 19, 2024. 

CrowdStrike’s Falcon Platform Goes Live On Microsoft Marketplace

The companies announced on Wednesday that under a strategic alliance expansion, organizations will be able to purchase CrowdStrike’s Falcon platform through the Microsoft Marketplace.

<ul class="summary-bullets"><li>According to Ives, businesses are shifting spending toward comprehensive cybersecurity architectures that consolidate multiple protections under one umbrella.</li><li>Ives emphasized that Palo Alto’s CyberArk acquisition strengthens its position to capitalize on the rising demand for AI-driven security tools.</li><li>He believes Palo Alto Networks and CrowdStrike (CRWD) are particularly well-positioned to capture the AI spending wave.</li></ul>Palo Alto Networks Inc. (PANW) is drawing fresh attention from Wall Street.&nbsp;Dan Ives, managing director at Wedbush Securities, highlighted the company's solid quarterly results and encouraging initial guidance tied to its CyberArk integration.In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/DivesTech/status/2024076397912731860">post</a> on X platform, Ives said the cybersecurity firm delivered strong growth and outlined a favorable outlook after the CyberArk acquisition, explaining that enterprises are increasingly gravitating toward unified, AI-driven security ecosystems rather than piecemeal tools.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_18_062013_png_b0d8401b06.webp" alt="Screenshot 2026-02-18 062013.png" width="647" height="227"></figure><a href="https://stocktwits.com/symbol/PANW">Palo Alto stock</a> traded over 6%lower in Wednesday’s premarket.&nbsp;<h2 class="st-heading-2">Platform Strategy Gains Momentum</h2>According to Ives, businesses are shifting spending toward comprehensive cybersecurity architectures that consolidate multiple protections under one umbrella. He contends that this trend aligns with Palo Alto Networks’ strategy of offering an integrated platform rather than relying on isolated security products.He further emphasized that Palo Alto’s CyberArk acquisition strengthens its position to capitalize on the rising demand for AI-driven security tools.According to Ives, AI is set to fuel a multiyear expansion cycle across the cybersecurity industry. As corporations integrate AI into daily operations, they also expose themselves to more sophisticated digital threats, increasing the need for advanced protection platforms.He believes Palo Alto Networks and CrowdStrike (CRWD) are particularly well-positioned to capture that spending wave.<h2 class="st-heading-2">How Did Stocktwits Users React</h2>On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory while message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;A Stocktwits user lauded the earnings and expressed confidence about the company.&nbsp;<stembedurl>https://stocktwits.com/eigthman1/message/645200441</stembedurl>PANW stock has declined by over 21% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sundar-pichai-steers-alphabet-s-ai-expansion-into-india-through-public-private-partnerships/cZR08z2R4HU">Sundar Pichai Steers Alphabet’s AI Expansion Into India Through Public-Private Partnerships</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Palo Alto Networks Inc.

Dan Ives Sees Palo Alto Networks Well Positioned As AI Drives Cyber Spending

Ives called Palo Alto Networks’ quarter a win, citing improving growth metrics. 

ETFs in Focus as Cisco Slides Post Q2 Earnings Beat Amid Poor Outlook

CSCO slides 7% after Q2 beat as fiscal 2026 outlook disappoints, but AI demand and strong networking orders keep ETFs in focus.

<ul class="summary-bullets"><li>Citron Research said in a post on X that while SentinelOne is being priced like a dead legacy endpoint vendor, its acquisition of Prompt Security turned it into a critical infrastructure play.</li><li>In Aug. 2025, SentinelOne acquired Israel-based startup Prompt Security, foraying into the generative and agentic AI security in the workplace.&nbsp;</li><li>The research firm also highlighted SentinelOne’s valuation, noting that the company trades at about 4.9 times price-to-sales multiple despite owning the agent-security choke point.</li></ul>SentinelOne Inc. (S) shares rose over 3% on Tuesday after Citron Research called the company a “critical infrastructure play” for the autonomous-agent ecosystem.The research firm noted SentinelOne’s acquisition of Prompt Security, a company involved in AI risk mitigation, positions it to address security risks created by AI agents like Clawdbot.“SentinelOne ($S) is being priced like a dead legacy endpoint vendor. But its acquisition of Prompt Security quietly turned it into a critical infrastructure play for this exact problem,” Citron Research said in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/CitronResearch/status/2016174746149286079">post</a> on X.<h2 class="st-heading-2">The Rationale</h2>Citron Research said that personal AI assistant Clawdbot leverages Model Context Protocol (MCP) to take real-world actions based on local computer files and data, making users susceptible to security compromises.The firm argued that since traditional antivirus systems don’t have access to AI conversations, they will be unable to identify if an agent has been hijacked by a malicious prompt until after damage is done.Prompt Security’s MCP Gateway acts as a real-time command filter, Citron said, adding that all actions by Clawdbot get inspected. Its security features act as a real-time control layer for AI interactions, redacting sensitive data, blocking unauthorized AI use, and enforcing policy before actions are executed.In August, SentinelOne acquired Israel-based startup Prompt Security, foraying into the generative (GenAI) and agentic AI security in the workplace.“If a phishing email tricks an agent into leaking files or credentials, SentinelOne stops the action before it runs. This isn’t “antivirus.” It’s the governance layer for the agentic ecosystem,” Citron said in the post. “The Clawdbot era is an endpoint war. That’s the technical edge,” the firm added.The research firm also highlighted SentinelOne’s valuation, noting that the company trades at about 4.9 times price-to-sales multiple despite owning the agent-security choke point. Meanwhile, internet security company Cloudflare Inc. (NET) trades at 18 times its price-to-sales ratio, Citron noted.“This is a coiled spring!!!” the research company said about SentinelOne.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/S">S stock</a> jumped from ‘bearish’ to ‘bullish’ territory over the past 24 hours, while message volumes jumped from ‘normal’ to ‘high’ levels.One bullish user called the stock one of the most ‘under-appreciated names in cyber security.’<stembedurl>https://stocktwits.com/Spaculatte/message/643021001</stembedurl>&nbsp;Shares of S have declined over 35% in the past year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/rbc-flags-cloudflare-as-tier-one-ai-beneficiary/cmyOcsdR4LA">RBC Flags Cloudflare As ‘Tier 1’ AI Beneficiary – Attributes Share Price Surge To Buzz Around Growing Demand For AI Workloads</a> &nbsp;

The SentinelOne, Inc. logo appears on a smartphone screen in this illustration photo in Reno, United States, on January 2, 2025.

SentinelOne Stock Rises After Citron Research Flags AI Security Opportunity Amid Clawdbot Buzz

Citron Research noted SentinelOne’s acquisition of Prompt Security and said that it positions the company to address security risks created by AI agents like Clawdbot. 

SentinelOne Stock Rises After Citron Research Flags AI Security Opportunity Amid Clawdbot Buzz 

<ul class="summary-bullets"><li>According to analyst Matthew Hedberg, the broader expansion of AI applications strengthens the company’s position.</li><li>RBC Capital reiterated an ‘Outperform’ rating on the stock, with a price target of $265.</li><li>TD Cowen said that the company’s infrastructure, including the Cloudflare Tunnel, allows developers to safely connect locally run AI tools to the internet.</li></ul>RBC Capital said Cloudflare Inc.’s (NET) notable surge in stock price is driven by investor enthusiasm surrounding the growing demand for AI workloads, and added that emerging AI projects such as Anthropic’s Claude Code, Cowork, and the open-source Clawdbot are fueling interest in the company’s capabilities.The company is scheduled to report its fourth-quarter (Q4) earnings on February 10. Analysts expect a Q4 revenue of $591.36 million and earnings per share (EPS) of $0.27, according to Fsical AI data.&nbsp;<h2 class="st-heading-2">AI Growth And Cloudflare’s Role</h2>According to analyst Matthew Hedberg, while these specific AI initiatives are “not likely needle movers” for Cloudflare in the near term, the broader expansion of AI applications strengthens the company’s position, according to TheFly.&nbsp;&nbsp;Hedberg highlighted Cloudflare as a “Tier 1 AI winner,” citing opportunities in AI inference, the flexibility of its Workers platform, and the newly introduced pay-per-crawl model as key drivers of future growth.&nbsp;RBC Capital reiterated an ‘Outperform’ rating on the stock, with a price target of $265.&nbsp;<a href="https://stocktwits.com/symbol/NET">Cloudflare stock</a> traded over 13% higher on Tuesday morning. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory while message volume shifted to ‘extremely high’ from ‘normal’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_27_115151_png_43985c7f37.webp" alt="NET’s Sentiment Meter and Message Volume as of 11:00 a.m. ET on Jan. 27, 2026 | Source: Stocktwits" width="935" height="106"><figcaption>NET’s Sentiment Meter and Message Volume as of 11:00 a.m. ET on Jan. 27, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">TD Cowen Echoes View</h2>According to TD Cowen, the online buzz over Clawdbot over the weekend encouraged investors to link the momentum of AI tools to Cloudflare’s capabilities in supporting and securing AI agents.The firm added that the company’s infrastructure, including the Cloudflare Tunnel, allows developers to safely connect locally run AI tools to the internet without exposing sensitive servers.Cloudflare’s ability to combine secure connectivity with scalable infrastructure positions it as an important player for enterprises adopting AI across sectors such as software, automation, and robotics.NET stock has gained 70% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amazon-closes-fresh-grocery--go-stores-whole-foods-growth/cmyObsvR4Ln">Amazon Closes Its Fresh Grocery And Go Stores To Focus On Whole Foods Growth</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

RBC Flags Cloudflare As ‘Tier 1’ AI Beneficiary – Attributes Share Price Surge To Buzz Around Growing Demand For AI Workloads

Analyst Matthew Hedberg highlighted Cloudflare as a “Tier 1 AI winner,” citing its opportunities in AI inferencing and the flexibility of its Workers platform.

ETFs to Consider Amid Geopolitical Woes and Higher US Military Budget 

Trump's $1.5T military budget and rising global tensions could lift defense ETFs and spill over into cybersecurity, AI, manufacturing and space ETFs.

First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF

Opendoor ($OPEN)

Strategy ($MSTR)

American Eagle ($AEO)

Ondas Inc. ($ONDS)

The stock that proved the power of the crowd. Fueled by community energy and social momentum, this winner captivated retail investors regardless of what the "experts" or traditional fundamentals had to say.

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First Trust Exchange-Traded Fund III - First Trust NASDAQ Cybersecurity ETF

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