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Skillz, Inc. operates a mobile gaming platform that connects players in competition. It helps developers build franchises by enabling social competition in their games. Skillz hosts casual esports tournaments for mobile players worldwide. The company was founded by Andrew C Paradise and Casey Chafkin in 2012 and is headquartered in Las Vegas, NV.

Skillz Inc - Ordinary Shares - Class A

Skillz Inc

Skillz Inc. is surging following a jury verdict awarding the company millions in damages for a false advertising case against a competitor. The stock is experiencing extreme volatility and frequent trading halts as investors debate whether the massive potential cash infusion justifies a valuation repricing or if the rally is a temporary, speculation-driven squeeze.

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

Intel Corp.

Intel Corp

Intel is currently at the center of intense market debate as investors weigh significant partnership rumors with Tesla's Terafab project against concerns over its rapid valuation run-up heading into earnings. While some community members are betting on a momentum-driven breakout to new highs, a vocal contingency is bracing for volatility, pointing to historical earnings-day sell-offs and stretched valuation multiples as reasons to remain cautious.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is seeing significant volatility following a quarterly update that showcased progress on its Eagle Line pilot production and expansion into non-automotive sectors like AI data centers and defense. The community is sharply divided, with bulls pointing to the potential for a short squeeze fueled by high short interest and new OEM partnerships, while bears warn of the company's persistent lack of GAAP revenue and historical patterns of pre-market gains being erased.

Avis Budget Group, Inc. engages in the provision of vehicle sharing and rental services. It operates through the Americas and International segments. The Americas segment includes vehicle rental and car sharing operations in North America, South America, Central America, and the Caribbean. The International segment is involved in vehicle rental and car sharing operations in Europe, the Middle East, Africa, Asia, and Australasia. The company was founded in 1946 and is headquartered in Parsippany, NJ.

Avis Budget Group Inc

Avis Budget Group (CAR) is seeing extreme volatility as the recent short squeeze loses momentum, sparking a massive sell-off that has community members debating whether the move is a textbook pump-and-dump or a classic case of market manipulation. Investors are intensely focused on the stock's rapid decline, with many active traders sharing significant gains from put options while discussing the potential for a deeper drop toward historical price levels.

Tilray Brands, Inc. engages as a consumer packaged goods company, which focuses on medical cannabis research and the cultivation, processing, and distribution of cannabis products worldwide. It operates through the followings segments: Cannabis, Distribution, Beverage, and Wellness. The Cannabis segment focuses on cultivation, production, distribution, and sale of both medical and adult-use cannabis products. The Distribution segment is involved in purchase, resale, and distribution of pharmaceutical and wellness products. The Beverage segment refers to the production, marketing, and sale of beverages. The Wellness segment represents the production, marketing, and distribution of hemp-based food and other wellness products. The company was founded on January 24, 2018 and is headquartered in Leamington, Canada.

Tilray Brands Inc

Tilray Brands is attracting heavy attention following the official reclassification of state-licensed medical marijuana to Schedule III, a major catalyst that investors believe will alleviate significant tax burdens and improve operational viability. While the news has triggered extreme volatility and intense debate between optimistic bulls betting on a long-term sector transformation and skeptical bears wary of historic dilution and sell-the-news patterns, the community is actively tracking the stock's massive volume spikes as traders position for potential further federal policy shifts.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is currently experiencing intense volatility, fueled by a historic multi-week rally that has left the community deeply divided between those betting on an AI-driven 'super cycle' and skeptics anticipating an imminent blowoff top. Investors are actively debating the sustainability of this momentum, with sentiment oscillating between euphoric bull calls for further gains and urgent warnings of a potential sharp correction as the market weighs the impact of semiconductor earnings and broader geopolitical tensions.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

The iShares Semiconductor ETF is experiencing intense volatility and heightened scrutiny as investors debate whether current price action signals a bubble or a temporary consolidation amid rapid AI-driven growth. The community remains sharply divided, with many actively trading leveraged inverse ETFs to hedge against potential downside, while others interpret the recent price swings as controlled accumulation in a sector that continues to serve as a critical proxy for overall market health.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X ETF

Direxion Daily Semiconductor Bear 3X Shares

Direxion Daily Semiconductor Bear 3X Shares (SOXS) is trending as investors grapple with the aggressive, multi-week rally in the semiconductor sector, leading to intense debate over whether current market conditions represent a bubble or a structurally supported super-cycle. Community members are actively debating the timing of a potential reversal, with many expressing frustration over the persistent divergence between sector performance and inverse ETF price action.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is experiencing intense volatility driven by conflicting geopolitical headlines and heavy options-based algorithmic trading. The community is sharply divided, with bulls aggressively buying intraday dips while bears point to unsustainable price action and divergence from underlying tech stock weakness as signals of a potential bubble.

Redwire Corp. manufactures and supplies space equipment. It offers critical space solutions and reliability components for the next generation space economy with IP for solar power generation and in-space 3D printing and manufacturing. It assists its customers in solving challenges of future space missions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwire is gaining momentum following a fresh multi-million dollar contract award from the U.S. Navy and Marine Corps for drone technology, fueling optimism about its defense-sector positioning. While community members remain frustrated by the ongoing selling pressure from major shareholder AE Industrial Partners, many traders view these dips as strategic accumulation opportunities ahead of broader space sector catalysts like the anticipated SpaceX IPO.

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<ul class="summary-bullets"><li>After a sharp 21% weekly decline, Cloudflare rolled out new tools to redefine how AI agents are built and deployed.</li><li>Dynamic Workers reduce costs and improve scalability compared to traditional cloud-based systems.</li><li>Analysts see a first-quarter revenue of $622.8 million and earnings per share of $0.23 for Cloudflare.&nbsp;</li></ul>Cloudflare Inc. (NET) is making a decisive push into the emerging “agentic web,” launching a major expansion of its AI infrastructure stack just days after a steep market sell-off.&nbsp;The move signals the company’s attempt to realign itself at the center of autonomous software systems even as investors reassess valuations across the software sector.<h2 class="st-heading-2">Cloudflare’s&nbsp;Shift Toward Autonomous AI Systems</h2>Following a 21% weekly decline driven by broader concerns in the SaaS space, the company responded with a product rollout to reshape how artificial intelligence agents are built and deployed.Cloudflare introduced Dynamic Workers, a lightweight runtime for executing AI-generated code in secure, isolated environments. Unlike traditional systems, the company said this model can finish tasks within milliseconds, execute workloads, and shut down immediately, improving both cost efficiency and scalability.<blockquote>“The way people build software is fundamentally changing. We are entering a world where agents are the ones writing and executing code.”-Matthew Prince, Co-Founder and CEO, Cloudflare&nbsp;</blockquote><a href="https://stocktwits.com/symbol/NET">Cloudflare stock</a> traded over 7% higher on Monday morning. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_13_102619_png_ec5fa99d62.webp" alt="NET’s Sentiment Meter and Message Volume as of 10:00 a.m. ET on Apr.13, 2026 | Source: Stocktwits" width="924" height="102"><figcaption>NET’s Sentiment Meter and Message Volume as of 10:00 a.m. ET on Apr.13, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Expanded Storage And Execution Tools</h2>The company’s expanded AI infrastructure also includes Artifacts, a Git-compatible storage system built for large-scale AI development. It allows agents to manage massive repositories and maintain code and data environments.&nbsp;In addition, Cloudflare’s Sandboxes feature provides fully Linux-based environments where agents can build, test, and run software in isolated conditions, similar to those experienced by human developers.Cloudflare’s move comes after Anthropic launched its latest AI model and agent-building tools, raising concerns that advancing automation could handle software functions, putting pressure on the earnings of traditional software companies. Cloudflare is scheduled to report its first-quarter earnings on May 7, with analysts expecting revenue of $622.8 million and earnings per share of $0.23.&nbsp;NET stock has declined over 8% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/almu-stock-snaps-5-day-losing-streak-as-government-backing-sparks-breakout-rally/cZJF6vkRIuX">ALMU Stock Snaps 5-Day Losing Streak As Government Backing Sparks Breakout Rally</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. 

NET Stock Rebounds As Cloudflare Bets On Autonomous AI Systems With New Agent Tools

Cloudflare launched Dynamic Workers, a lightweight system that runs AI-generated code in secure environments within milliseconds.

Equity

Cloudflare launched Dynamic Workers, a lightweight system that runs AI-generated code in secure environments within milliseconds.


<ul class="summary-bullets"><li>The deal is reportedly worth between $250 million and $350 million, according to people familiar with the matter.&nbsp;</li><li>This represents a premium of at least 25% compared to the startup’s last valuation of around $200 million.</li><li>The reported deal announcement comes amid growing cybersecurity concerns in the market.</li></ul>Cisco Systems Inc. (CSCO) is reportedly considering buying Israeli cybersecurity startup Astrix Security for at least $250 million.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/cisco-talks-buy-ai-security-startup-astrix-least-250-million?rc=prcjzy">report</a> from The Information, citing people familiar with the matter, Cisco is currently in talks to acquire the firm that primarily sells software geared toward monitoring and securing artificial intelligence agents.The reported deal announcement comes amid growing cybersecurity concerns in the market. Cisco President Jeetu Patel reportedly flagged the risk of AI agents going rogue as a big problem to consider to The Information earlier.Meanwhile, 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 announced its ‘Project Glasswing,</a>’ a new cybersecurity initiative to improve software vulnerability detection, marking a watershed moment for AI security.<h2 class="st-heading-2">Deal Contours</h2>Cisco’s potential acquisition deal is reportedly worth between $250 million and $350 million, according to people familiar with the matter. This represents a premium of at least 25% compared to Astrix Security’s last valuation of around $200 million, as per the report.The deal discussions are currently underway, The Information reported, adding that the companies may not reach an agreement.The report also confirmed that spokespeople for Cisco and Astrix did not respond to requests for comments on the deal.Patel had previously told The Information that AI agents would pose a significant threat. “You have to delegate work to these agents and the difference between delegation and trusted delegation is the difference … between bankruptcy and market leadership,” he had reportedly said after Cisco had announced updates to its software to protect against risks from AI agents.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/CSCO">CSCO shares</a> was in the ‘bullish’ territory, amid ‘high’ message volumes.CSCO shares have gained more than 45% in the past 12 months. Meanwhile, <a href="https://stocktwits.com/symbol/Cibr">First Trust NASDAQ Cybersecurity ETF</a> (CIBR), which tracks American cybersecurity companies, has declined 1.49% in the same time, while the <a href="https://stocktwits.com/symbol/hack">Amplify Cybersecurity ETF</a> (HACK) has gained 1.76%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/net-stock-heads-for-worst-drop-in-over-2-years-retail-goes-bottomfishing/cZJ0SLBRItM">NET Stock Heads For Worst Drop In Over 2 Years — Retail Goes Bottomfishing Amid Software Selloff</a>

In this photo illustration, the logo of Cisco Systems, Inc. is displayed on a smartphone screen(Photo illustration by Cheng Xin/Getty Images)

Cisco Reportedly Mulls Buying Israeli Cybersecurity Startup For At Least $250M As Concern Over AI Agents Mount

According to a report from The Information, Cisco is currently in talks to acquire Astrix Security, which primarily sells software geared toward monitoring and securing AI agents. 

<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.

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>BlackBerry touted the growth of its QNX platform, which delivered a record quarterly revenue of about $79 million, soaring 20% year-on-year.</li><li>The adjusted gross margins in the QNX segment rose by one percentage point to 84%, higher than BlackBerry’s overall adjusted gross margins of about 78%.</li><li>The company also stated that the QNX royalty backlog increased to nearly $950 million during the quarter.</li></ul>BlackBerry (BB) shares soared more than 9% in Thursday’s pre-market trade after the company’s fourth-quarter (Q4) results surpassed Wall Street expectations.Buoyed by the earnings beat, CEO John J. Giamatteo stated that BlackBerry is “no longer a company in transition.” He added that the company has strengthened its fundamentals while continuing to invest in its platform, products, and people.BlackBerry reported earnings per share of $0.06 in Q4 on revenue of $156 million, while Wall Street analysts expected an EPS of $0.04 on revenue of $145 million, according to Fiscal.ai data.<h2 class="st-heading-2">Earnings Beat Powered By QNX</h2>The company touted the growth of its QNX platform, which delivered a record quarterly revenue of about $79 million, soaring 20% year-on-year.The adjusted gross margins in the QNX segment rose by one percentage point to 84%, higher than BlackBerry’s overall adjusted gross margins of about 78%.The company also stated that the QNX royalty backlog increased to nearly $950 million during the quarter.BlackBerry’s QNX is a real-time operating system that powers more than 275 million vehicles globally and is also embedded in millions of Internet of Things (IoT) devices.“QNX is now a Rule of 40 business, and a clear leader in automotive, embedded in more than 275 million vehicles worldwide, with growing momentum in robotics, physical AI, and other adjacent markets. Secure Communications has returned to growth, driven by a real and accelerating digital sovereignty tailwind,” Giamatteo said.BlackBerry stated that Mercedes-Benz is among automakers trialing an early access version of QNX. The company also added that QNX technology will be integrated in BMW Group's next-generation “Neue Klasse” software-defined vehicle architecture.<h2 class="st-heading-2">Q1, FY27 Guidance Beat Forecasts</h2>Adding to the upbeat sentiment around the company, BlackBerry’s first-quarter (Q1) and fiscal year 2027 forecasts beat Wall Street expectations.BlackBerry forecast Q1 revenue in the $132 million and $140 million range, with EPS in the $0.02 to $0.03 range. This is better than the consensus estimate of revenue of $130 million.For FY27, BlackBerry guided for revenue between $584 million and $611 million, compared to an expected $577 million.“We are a growth company with a proven track record of execution, and we are well positioned for the path ahead,” Giamatteo added.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/BB">BlackBerry</a> trended in the ‘bullish’ territory with message volumes at ‘high’ levels.One bullish user stated that BlackBerry is now a cash cow.<stembedurl>https://stocktwits.com/HaperPands/message/649802294</stembedurl>Another user stated that it feels like the worst days may be behind.<stembedurl>https://stocktwits.com/QNXFan/message/649800882</stembedurl><a href="https://stocktwits.com/symbol/BB">BB stock</a> is down 7% year-to-date, but up 23% over the past 12 months. The First Trust NASDAQ Cybersecurity ETF (CIBR) is up 14% over the past 12 months.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/crwv-stock-soaring-today-meta-21b-deal/cZJW2DgRIrZ">CRWV Stock Rallies After Meta Announces Expanded $21B Deal — All You Need To Know</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

BlackBerry’s QNX Bet Is Starting To Pay Off, CEO Says The Company Is 'No Longer In Transition'

BlackBerry reported earnings per share of $0.06 in Q4 on revenue of $156 million, while Wall Street analysts expected an EPS of $0.04 on revenue of $145 million, according to Fiscal.ai data.

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."

<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. 

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