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Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is experiencing a sharp downturn influenced by broader market risk-off sentiment following US Federal Reserve leadership news and a strengthening dollar, while community discussion is heavily dominated by speculative claims linking its origins to the recently released 'Epstein files'.

Ethereum is a global, open-source platform for decentralized applications. In other words, it is a decentralized blockchain platform that enables developers to build and deploy smart contracts and applications without central authority control. Unlike Bitcoin, which primarily functions as digital currency, Ethereum operates as a programmable global computer where developers can create any type of decentralized service.   The platform hosts over $14 billion in DeFi applications with hundreds of thousands of active users across financial protocols, NFT marketplaces, and gaming platforms. Its transition to Proof of Stake in September 2022 reduced energy consumption by over 99%, addressing environmental concerns while strengthening network security.  The network operates through thousands of independent validator nodes that process transactions and execute smart contracts on the Ethereum Virtual Machine. Smart contracts are self-executing programs written in Solidity that automatically carry out agreements when conditions are met, eliminating intermediaries like banks or brokers.   Validators stake ETH as collateral to propose and validate blocks, earning rewards for honest participation while facing penalties for malicious behavior. The EIP-1559 upgrade introduced a dynamic base fee mechanism that burns ETH with each transaction, creating deflationary pressure during high network activity when more ETH is burned than issued to validators.  Vitalik Buterin proposed Ethereum in 2013, but seven co-founders helped build it, including Gavin Wood who created Solidity and the EVM technical specification, and Joseph Lubin who founded ConsenSys. The project launched in July 2015 after raising over $18 million through crowdfunding, quickly becoming the largest blockchain developer community. Major milestones include the 2020 Beacon Chain launch, the 2021 London hard fork implementing fee burning, and the 2022 Merge to Proof of Stake.   Ether (ETH) serves multiple functions: paying transaction fees (gas), staking to secure the network and earn 3-5% annual yields, serving as collateral in DeFi protocols, and purchasing NFTs and digital assets. The asset is increasingly adopted by traditional institutions, with publicly traded companies adding ETH to corporate treasuries to generate staking yields while maintaining blockchain exposure, and in 2024, the SEC approved spot Ethereum ETFs, allowing traditional investors to gain exposure through conventional brokerage accounts.  Ethereum's roadmap focuses on dramatically increasing transaction capacity to over 100,000 per second, reducing confirmation times, and enhancing decentralization while maintaining security against future threats like quantum computing.

Ethereum

Ethereum is trending amidst a significant market sell-off, characterized by substantial liquidations and broad crypto weakness, with many attributing the downturn to a strengthening dollar and risk-off sentiment fueled by recent macro shifts. The community is sharply divided, with some viewing it as a healthy "stress test" and a prime "buy the dip" opportunity, while others express concern over continued downside and question past bullish forecasts.

Ripple is the catchall name for the cryptocurrency platform, the transactional protocol for which is actually XRP, in the same fashion as Ethereum is the name for the platform that facilitates trades in Ether. Like other cryptocurrencies, Ripple is built atop the idea of a distributed ledger network which requires various parties to participate in validating transactions, rather than any singular centralized authority. That facilitates transactions all over the world, and transfer fees are far cheaper than the likes of bitcoin. Unlike other cryptocurrencies, XRP transfers are effectively immediate, requiring no typical confirmation time.  Ripple was originally founded by a single company, Ripple Labs, and continues to be backed by it, rather than the larger network of developers that continue bitcoin’s development. It also doesn’t have a fluctuating amount of its currency in existence. Where bitcoin has a continually growing pool with an eventual maximum, and Ethereum theoretically has no limit, Ripple was created with all of its 100 billion XRP tokens right out of the gate. That number is maintained with no mining and most of the tokens are owned and held by Ripple Labs itself — around 60 billion at the latest count.  Even at the recently reduced value of around half a dollar per XRP, that means Ripple Labs is currently sitting on around $20 billion worth of the cryptocurrency (note: Ripple’s price crashed hard recently, and may be worth far less than $60 billion by time you read this). It holds 55 billion XRP in an escrow account, which allows it to sell up to a billion per month if it so chooses in order to fund new projects and acquisitions. Selling such an amount would likely have a drastic effect on the cryptocurrency’s value, and isn’t something Ripple Labs plans to do anytime soon.  In actuality, Ripple Labs is looking to leverage the technology behind XRP to allow for faster banking transactions around the world. While Bitcoin and other cryptocurrencies are built on the idea of separating financial transactions from the financial organizations of traditional currencies, Ripple is almost the opposite in every sense.  XRP by Ripple price can be found on this page alongside the market capitalization and additional stats.

Ripple

XRP is trending as the broader crypto market experiences a significant downturn, sparking community debate about market manipulation by 'smart money' and renewed speculation from recently released files that some believe targeted XRP. Despite widespread panic, many proponents are accumulating, emphasizing XRP's long-term utility and anticipating future regulatory clarity.

Solana is a high-performance Layer 1 blockchain designed for mass adoption by providing a fast, secure, and low-cost environment for decentralized applications. It distinguishes itself by scaling globally without the use of complex sharding or multiple layers, instead maintaining a single, unified ledger to avoid liquidity fragmentation. This architecture allows it to process thousands of transactions per second with sub-second finality, often at a cost of less than a penny per transaction.  The network operates on a unique hybrid model that combines Proof of Stake with an innovation called Proof of History, which functions as a decentralized clock to timestamp transactions. This system reduces the need for constant node communication, allowing the Sealevel engine to run non-conflicting smart contracts in parallel across multiple CPU cores. Further efficiency is gained through the Gulf Stream protocol, which reduces confirmation times by forwarding transactions to validators before the current block is finished.  Founded in 2017 by Anatoly Yakovenko, Solana is now supported by the Switzerland-based Solana Foundation and significant institutional investors like Andreessen Horowitz and Polychain Capital. The platform’s native token, SOL, serves as the primary currency for paying transaction fees, participating in network governance, and securing the system through staking.   Solana has also seen significant institutional adoption ranging from spot Solana ETFs to major partnerships including Visa's 2025 launch of USDC settlement on the network and the tokenization of public equity by firms like Galaxy Digital.

Solana

Solana is a key topic of discussion as the broader crypto market faces downward pressure, with community members weighing aggressive accumulation and staking strategies amidst a lawsuit impacting its memecoin ecosystem, while some point to continued institutional inflows.

Elong Power Holding Ltd. engages in the research and development, manufacturing, sales and service of high-power lithium-ion batteries for electric vehicles and construction machinery, as well as large-capacity, long-cycle lithium-ion batteries for energy storage systems. The company was founded on August 18, 2023 and is headquartered in Ganzhou, China.

Elong Power Holding Ltd. - Ordinary Shares - Class A

Elong Power Holding Limited

Elong Power Holding Limited (ELPW) is trending after experiencing an extraordinary multi-thousand percent surge, driving intense community debate over whether this low-float Chinese stock is a short squeeze play or a pump-and-dump. Traders are actively comparing it to other recent volatile tickers, anticipating further significant moves while also warning against potential risks.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy is trending after Bitcoin's price fell below its reported average cost basis, sparking intense community discussion about potential liquidation risks versus a swift market rebound for the Bitcoin accumulation strategy.

TOSHI

TOSHI is currently a hot topic among crypto communities, driven by its narrative as the 'Face of Base' and recent engagement from Coinbase's CEO, leading many to anticipate a significant rebound. However, this optimism is tempered by ongoing debates about market manipulation and broader crypto volatility, with traders closely watching Bitcoin's trajectory and the impending Clarity Act decision.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

BioCryst Pharmaceuticals is trending amidst deep shareholder frustration following the recent Astria Therapeutics acquisition, new financing, and conservative 2026 revenue guidance, despite a 9% Orladeyo price increase, as the community questions the persistent valuation disconnect and perceived dilution.

Grayscale Bitcoin Mini Trust ETF - Common units of fractional undivided beneficial interest

Grayscale Bitcoin Mini Trust ETF

Bitcoin is sharply trending due to a significant price dip and notable ETF outflows, fueling intense community debate on whether this signals a broader market correction or a compelling buying opportunity, especially as key institutional positions are tested.

Founded in 2018, Concordium is the Layer-1 blockchain built for a new era of digital trust.  Our name comes from the Latin concordia—meaning harmony and agreement—a reflection of our mission to build infrastructure that embeds trust, privacy, and compliance into every interaction.  At the heart of Concordium is Smart Money: programmable digital assets with identity, policy controls, and compliance embedded at the protocol level. Smart Money enables frictionless digital interactions with security, automation, and regulatory certainty by design.  Concordium was established by Lars Seier Christensen, founder of Saxo Bank, inspired by the recognition that blockchain’s full potential can only be realized if it works with regulation, not against it. That insight led to a new model of trust—one where decentralization and accountability can coexist.  Backed by world-class cryptographic research and a global team with expertise across  blockchain, finance, and compliance, Concordium delivers protocol-native features like zero- knowledge verification, programmable compliance, and privacy-preserving controls—  empowering a smarter, more connected financial future.

Concordium

Concordium ($CCD) is trending as the community highlights its unique compliance-ready infrastructure, featuring protocol-level identity and privacy with accountability, with recent strategic investments and partnerships signaling its potential as a foundational Layer-1 for regulated PayFi and stablecoins.

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<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 

Equity

<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.

<ul class="summary-bullets"><li>The deal is expected to close in CrowdStrike’s first quarter (Q1) of FY27.&nbsp;</li><li>SGNL’s acquisition will equip CrowdStrike to extend dynamic authorization across SaaS and hyperscaler cloud access layers.</li><li>CrowdStrike will deliver continuous, real-time access control that eliminates the known and unknown gaps from legacy standing privileges, CEO George Kurtz said.</li></ul>Crowdstrike Holdings Inc. (CRWD) announced on Thursday that it will acquire SGNL, a continuous identity management startup to accelerate its push in identity security.The deal will equip CrowdStrike to extend dynamic authorization across SaaS and hyperscaler cloud access layers, the company said in a statement.“AI agents operate with superhuman speed and access, making every agent a privileged identity that must be protected,” said George Kurtz, CEO and founder of CrowdStrike.“With SGNL, CrowdStrike will deliver continuous, real-time access control that eliminates the known and unknown gaps from legacy standing privileges. This is identity security built for the AI era,” he added.Shares of CRWD fell over 3% at the time of writing.<h2 class="st-heading-2">Deal Contours</h2>According to a report from Reuters, the deal is valued at $740 million and aims to enhance CrowdStrike’s cybersecurity tools to assist customers with countering artificial intelligence-powered threats.CrowdStrike said in its statement that the purchase price for SGNL would likely be paid predominantly in cash with a stock portion that would be subject to vesting conditions.The deal is expected to close in CrowdStrike’s first quarter (Q1) of FY27.<h2 class="st-heading-2">Identity Security</h2>As per the company, the deal will enable CrowdStrike to tackle identity security, which is rapidly growing to be one of cybersecurity’s largest and fastest-growing segments.The company added that legacy access models built on static policies and standing privileges cannot reassess risk or revoke access as threat conditions change, making organizations susceptible to AI threats.Meanwhile, SGNL’s Falcon platform will correlate identity, asset, and threat intelligence across endpoint, cloud, and SaaS environments, helping continuous, risk-aware authorization at scale.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around CRWD shares remained in the ‘extremely bullish’ territory at the time of writing amid ‘high’ message volumes.<img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_09_at_1_53_59_AM_png_99487ca781.webp" alt="Screenshot 2026-01-09 at 1.53.59 AM.png">Shares of CRWD have gained over 29% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

The CrowdStrike Holdings, Inc. logo appears on the screen of a smartphone in Reno, United States, on December 1, 2024.

CrowdStrike Acquires Security Startup SGNL For $740 Million To Strengthen Identity Security

CrowdStrike said that the purchase price for SGNL would likely be paid predominantly in cash with a stock portion that would be subject to vesting conditions. 

<ul class="summary-bullets"><li>The security and AI operations company reported quarterly total revenue of $350.2 million, marking a growth of 48%, and above an analyst estimate of $320.51 million.</li><li>Subscription Annual Recurring Revenue (ARR), or predictable income from the company's annual subscriptions and contracts, rose 34% to $1.35 billion by October-end.&nbsp;</li><li>Adjusted net loss per share for the year is now expected to be in the range of $0.20 to $0.16, lower than an estimated loss of $0.49.</li></ul> Shares of Rubrik, Inc. (RBRK) jumped 16% in after-hour trading on Thursday after the company reported a surprise earnings beat in the third quarter (Q3) and provided a full-year outlook that exceeded Wall Street expectations on increased demand spurred by the AI boom.“As the AI transformation unfolds, organizations worldwide are turning to Rubrik to ensure their businesses remain secure and AI ready. Looking ahead, we are &nbsp;committed to leading and pioneering new advancements at the intersection of data protection, cyber resilience, and enterprise AI &nbsp;acceleration,” <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.rubrik.com/company/newsroom/press-releases/25/rubrik-reports-third-quarter-fiscal-year-2026-financial-results">said</a> CEO Bipul Sinha.<h2 class="st-heading-2">Q3 Earnings</h2>The security and AI operations company reported quarterly total revenue of $350.2 million, marking a growth of 48%, and above an analyst estimate of $320.51 million. Subscription Annual Recurring Revenue (ARR), or predictable income from the company's annual subscriptions and contracts, rose 34% to $1.35 billion by October-end.Adjusted net income per share came in at $0.10, compared to a loss per share of $0.21 recorded in the corresponding quarter of the last fiscal year, and above an analyst estimate of a loss of $0.17 per share.The company ended October with cash, cash equivalents, and short-term investments of $1.60 billion.<h2 class="st-heading-2">Outlook</h2>For the fourth quarter, the company expects revenue of $341 million to $343 million and adjusted net loss per share of $0.12 to $0.10. This compares against an analyst estimate of $325.06 in revenue and loss per share of $0.13.For full year 2026, the company expects subscription ARR between $1.439 billion and $1.443 billion and revenue of $1.28 billion to $1.282 billion, exceeding Wall Street expectation of a revenue of $1.23 billion.Adjusted net loss per share for the year is expected to be in the range of $0.20 to $0.16, lower than an estimated loss of $0.49.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around RBRK stayed within the ‘extremely bullish’ territory over the past 24 hours, while message volume rose from ‘normal’ to ‘extremely high’ levels.A Stocktwits user sees the stock crossing the $100 threshold.<stembedurl>https://stocktwits.com/navins/message/638236808</stembedurl>Another opined that the stock is a buy below $100 and predicted it to double by this time next year.<stembedurl>https://stocktwits.com/ThePennyPatrol/message/638228554</stembedurl><a href="https://stocktwits.com/symbol/RBRK">RBRK stock</a> &nbsp;has gained 8% this year and about 34% over the past 12 months.&nbsp;Also See: <a href="https://stocktwits.com/news-articles/markets/equity/us-senators-seek-to-block-china-access-to-nvidia-h200-ai-chips-with-new-bill-report/cLIiO9yREjZ">US Senators Seek To Block China’s Access To Nvidia’s H200 AI Chips With New Bill: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

In this photo illustration, a smartphone held in a hand shows the logo of Rubrik Inc.

Rubrik Stock Soars After-Hours As AI-Fueled Demand Drives Surprise Q3 Profit And Strong Annual Guidance

The company reported earnings per share of $0.10 in Q3, compared to an estimate of a loss of $0.21 per share. 

<ul class="summary-bullets"><li>Morgan Stanley’s September survey showed that chief information officers expect cybersecurity spending to grow 50% faster than overall software spending.</li><li>Fortinet screens as the cheapest, given its negative returns this year.</li><li>Zscaler comes off as the retail favorite, attracting strongly bullish sentiment and brisk message volume.</li></ul>The tech sector’s strong run this year has cooled in recent sessions as some strategists and fund managers question the authenticity of the AI-driven rally that has powered the market since the 2022 bear-market bottom. Performance across the tech sector has been uneven, with the software industry trailing.&nbsp;Cybersecurity stocks haven’t lived up to the hype despite the growing need for protection in an increasingly interconnected world. The&nbsp;<a href="https://stocktwits.com/symbol/CIBR">First Trust NASDAQ Cybersecurity ETF (CIBR)</a>, an exchange-traded fund (ETF) that tracks cybersecurity companies, has risen about 15% compared with the&nbsp;<a href="https://stocktwits.com/symbol/XLK">Technology Select Sector SPDR Fund’s (XLK)</a> 24% gain. But it has fared better than the&nbsp;<a href="https://stocktwits.com/symbol/IGV">iShares Expanded Tech-Software Sector ETF (IGV)</a> (+4%).<img src="https://news.stocktwits-cdn.com/Cyberscurity_versus_tech_png_08ad2a783e.webp" alt="Cyberscurity versus tech.png">Source: Koyfin<h2 class="st-heading-2">Cybersecurity — High-Conviction Play for Analysts?</h2>Wedbush tech analyst Daniel Ives believes the cybersecurity subsector could be an outperformer within the broader tech space amid the resilient spending trends. According to Morgan Stanley analyst Meta Marshall, the cybersecurity market is a $270 billion market and is set to grow at a 12% annual rate through 2028, the fastest growth rate across the software industry.&nbsp;Marshall can’t have said enough to underscore the roaring opportunity:<blockquote>As the digital landscape grows increasingly complex, the scale and severity of cybercrime expand in tandem. This means that even as companies spend more, the risks are multiplying even faster. For investors, this is both a warning and an opportunity.</blockquote>Morgan Stanley’s September survey showed that chief information officers expect cybersecurity spending to grow 50% faster than overall software spending.<h2 class="st-heading-2">Which Cybersecurity Name Is Best Bet?</h2>The cybersecurity industry may have enough room for multiple players to grow and thrive, as the massive market opportunity clarifies that it’s not a “zero-sum game.” For comparison purposes, we have considered the Nasdaq 100 names. Here’s a look at how the four Nasdaq 100 cybersecurity vendors, CrowdStrike, Zscaler, Palo Alto Networks and Fortinet, stack up on key metrics:The comparisons are made up until the fiscal second quarter, given CrowdStrike is due to release its quarterly results after the market closes on Tuesday.CrowdStrike is the best performer among the quartet in terms of stock returns. Fortinet, meanwhile, has generated a negative return for the year.<img src="https://news.stocktwits-cdn.com/CRWD_vs_PANW_vs_ZS_vs_FTNT_png_013824009a.webp" alt="CRWD vs PANW vs ZS vs FTNT.png">Source: KoyfinCrowdStrike and Zscaler have shown faster revenue growth than Palo Alto and Fortinet. Zscaler’s revenue growth accelerated in the fiscal third quarter, while CrowdStrike will disclose its growth on Tuesday.&nbsp;<img src="https://news.stocktwits-cdn.com/CRWD_vs_PANW_vs_ZS_vs_FTNT_Quarterly_Revenue_Growth_png_8fd9f25e7a.webp" alt="CRWD_vs_PANW_vs_ZS_vs_FTNT_-_Quarterly_Revenue_Growth.png">Source: Fiscal.aiOn a reported basis, only Fortinet and Palo Alto generated positive operating margins.&nbsp;<img src="https://news.stocktwits-cdn.com/CRWD_vs_PANW_vs_ZS_vs_FTNT_Operating_Margin_Reported_png_288f0a7e6e.webp" alt="CRWD_vs_PANW_vs_ZS_vs_FTNT_-_Operating_Margin_Reported.png">Source: Fiscal.aiComparisons of valuation based on a forward price-earnings (P/E) multiple show that Fortinet screens as the cheapest, followed by Palo Alto and Zscaler. CrowdStrike is the priciest among the lot. But Wedbush’s Daniel Ives sees the premium valuation as justified. In a note previewing the earnings, the analyst said, “We believe the Street is underestimating the growth potential for CrowdStrike as a second/third derivative beneficiary of the AI Revolution and this speaks to our core bullishness in the name continuing from current levels.”<img src="https://news.stocktwits-cdn.com/CRWD_vs_PANW_vs_ZS_vs_FTNT_Forward_PE_multiple_png_b3451ab567.webp" alt="CRWD_vs_PANW_vs_ZS_vs_FTNT_Forward_PE_multiple.png">Source: Fiscal.ai<h2 class="st-heading-2">CRWD vs. PANW vs. ZS vs. FTNT Upside Potential</h2><img src="https://news.stocktwits-cdn.com/Screenshot_2025_12_02_at_7_25_33_AM_png_95f01699de.webp" alt="Screenshot 2025-12-02 at 7.25.33 AM.png">On Stocktwits, retail traders are ‘extremely bullish’ toward Zscaler and CrowdStrike, while they remained ‘neutral’ toward Palo Alto and Fortinet. Message volume was very brisk on the Zscaler stream and ‘high’ for CrowdStrike, while Palo Alto and Fortinet streams saw ‘low’ message volumes.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/hey-siri-is-apple-done-sleeping-on-ai/cLIaWenRE0i">Hey Siri, Is Apple Done Sleeping On AI? Wall Street Is Hunting For Clues Of An Awakening</a>

 Cyber Protection Data Security Internet Privacy, Internet and technology concept on virtual screen. 

CrowdStrike, Zscaler, Palo Alto, Fortinet: Which Cybersecurity Stock Will Win Next Year? Wall Street Sees 35% Room To Run In This Pick

Cybersecurity has become the goldmine of software infrastructure, as escalating risk events push companies to spend without hesitation.

<ul class="summary-bullets"><li>Goldman said the adverse stock reaction is likely due to investors trying to parse the Red Canary contribution, although the company hadn’t quantified it.</li><li>The firm increased its price target to $290 from $283.&nbsp;</li><li>The updated price target implied 15% upside from Wednesday’s close.</li></ul>Zscaler, Inc. (ZS) stock received some love from Wall Street after its 13% post-earnings drop in Wednesday’s regular session. For the unversed, the cybersecurity vendor reported robust quarterly results and also issued an upbeat guidance, and retail traders saw the stock reaction as unwarranted.In a note released late Wednesday, Goldman Sachs weighed in on the potential downside and raised its price target for&nbsp;<a href="https://stocktwits.com/symbol/ZS">Zscaler stock.</a><h2 class="st-heading-2">Lofty Expectations</h2>Goldman Sachs analysts said the adverse stock reaction is likely due to investors trying to parse the contribution from Red Canary —&nbsp;a managed detection and response company Zscaler acquired in August — weighing it against the organic growth and high expectations,&nbsp;according to a summary on The Fly.&nbsp;The analysts noted that the company raised its annual recurring revenue (ARR) and revenue guidance by 1% at the midpoint, while maintaining its earnings before interest and taxes (EBIT) margin outlook.While maintaining a ‘Neutral’ rating on Zscaler stock, Goldman increased its price target to $290 from $283. The updated price target implied 15% upside from Wednesday’s close.<h2 class="st-heading-2">Analysts Largely Positive</h2>Scotiabank, despite reducing its stock price target for Zscaler to $320 from $334, acknowledged the “very decent” organic ARR performance. The firm, however, said the bottom-line results were slightly underwhelming. The firm believes the risk-reward profile skews positive on Zcaler in the medium term. The firm has an ‘Outperform’ rating on Zscaler.Needham analysts also reduced the price target to $310 from $350, while maintaining a ‘Buy’ rating. The analysts said the company did not quantify the Red Canary contribution despite the acquisition trending above prior expectations. They expect concrete data to be announced with the second-quarter results.&nbsp; Needham underscored the stock’s year-to-date outperformance versus peers.<h2 class="st-heading-2">What Retail Feels About Zscaler Stock</h2>Retail users of the Stocktwits platform stayed ‘extremely bullish’ on the stock as of late Wednesday, although climbing a few notches within the territory. The message volume on the stream was ‘extremely high.’A user hoped that the stock would turn green on Friday.<stembedurl>https://stocktwits.com/NotFinancialAdvice007/message/637585648</stembedurl>Another watcher said they have “doubled down” on the stock.<stembedurl>https://stocktwits.com/TMFMike12/message/637581298</stembedurl>Some also questioned the logic of the sell-off. “This [is] a messy reaction and unexpected decline. Market is green and 13% [pullback] today i think is too much,” said a user.<stembedurl>https://stocktwits.com/TheBullishTrade/message/637581303</stembedurl>After experiencing its worst day in more than a year, Zscaler stock is still up about 40% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/netflix-glitches-as-stranger-things-5-premiere-sparks-traffic-surge/cL5eLldREWC">Netflix Glitches As ‘Stranger Things 5’ Premiere Sparks Traffic Surge</a>

In this photo illustration, a Zscaler logo is seen displayed on a smartphone and in the background. 

Zscaler Analyst Predicts 15% Upside For Stock After Post-Earnings Plunge — Retail Doubles Down 

Zscaler stock slumped to its worst day in more than a year despite a beat-and-raise quarter.

<ul class="summary-bullets"><li>CEO Nikesh Arora said the strong start to the fiscal year reflected “excellent results across all metrics, and significant platformization wins.”&nbsp;</li><li>The company expects its strategic acquisitions of CyberArk and Chronosphere to position it as the data and security partner of choice in the AI era.</li><li>The stock, however, has underperformed (+10%) this year.</li></ul>Cybersecurity vendor Palo Alto Networks, Inc. (PANW) reported forecast-beating quarterly results and announced an artificial intelligence (AI)-related acquisition. Traders bid down&nbsp;<a href="https://stocktwits.com/symbol/PANW">Palo Alto’s stock</a> in the after-hours as the full-year revenue was guided to either in-line or a miss, but retail optimism abounded.The stock has underperformed the broader market and the tech sector this year, having gained about 10%.<h2 class="st-heading-2">Palo Alto’s Q1 Snapshot</h2>CEO Nikesh Arora said the strong start to the fiscal year reflected “excellent results across all metrics, and significant platformization wins.”&nbsp;For the fiscal year 2026 first quarter, Santa Clara, California-based company reported revenue growth of 16% year over year (YoY) to $2.47 billion, slightly exceeding the Fiscal.ai-compiled consensus of $2.46 billion.The adjusted earnings per share (EPS) climbed YoY to $0.93 from $0.78, versus the average analysts’ estimate of $0.89.Among key operational metrics, next-generation annual recurring revenue (ARR) climbed 29% YoY to $5.9 billion, and remaining performance obligations (RPO) rose 24% to $15.5 billion.CFO Dipak Golechha said operating margin was above 30% for another quarter, underlining the company’s sustainable profit growth.Separately, the company said Mark Goodburn, a veteran in global advisory, technology, and innovation, has been appointed to its board, while its longest-serving board member, Mary Pat McCarthy, would retire, effective Jan. 23, 2026.<h2 class="st-heading-2">Palo Alto’s Outlook</h2>The company expects second-quarter revenue of $2.57 billion to $2.59 billion and adjusted EPS of $0.93 to $0.95. Analysts, on average, expect the numbers to be at $2.58 billion and $0.93, respectively.Palo Alto raised its full-year guidance as follows:-Revenue: $10.50B-$10.54B (up from $10.475B-$10.525B)-Adj. EPS: $3.80-$3.90 (up from $3.75-$3.85)This compares to the consensus estimates of $10.52 billion and $3.80, respectively.<h2 class="st-heading-2">Chronosphere Acquisition</h2>In a separate release, Palo Alto said it has agreed to acquire&nbsp;Chronosphere, a next-generation observability platform built to scale for the AI era, for $3.35 billion in cash and replacement equity awards. The company sees the proposed buy as a way to strengthen its help organizations navigate a world where modern applications and AI workloads demand a unified data and security foundation.Chronosphere generated ARR of over $160 million at the end of September. Palo Alto expects the deal to close in the second half of fiscal year 2026.Arora said, “Our robust innovation engine, paired with the strategic acquisitions of CyberArk and Chronosphere, positions us as the data and security partner of choice in the AI era."<h2 class="st-heading-2">Palo Alto Stock</h2>On Stocktwits, retail sentiment toward Palo Alto stock remained in the ‘extremely bullish’ zone as of late Wednesday, although rising a few notches within the territory. The message volume improved to ‘extremely high’ levels.A bullish watcher remained hopeful that the stock would hit $200+ levels on Thursday.<stembedurl>https://stocktwits.com/WEN600SPY/message/636835078</stembedurl>Another user said they bought the stock at $189 on the dip.<stembedurl>https://stocktwits.com/nope45/message/636828094</stembedurl>Palo Alto ended Wednesday’s regular session down 0.55% at $199.90, and has traded in a 52-week range of $144.15-$223.61. After hours, it shed 3.74%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Summary:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-torches-ai-bubble-talk-with-blowout-q3/cLPqCIORE9c">Nvidia Torches AI Bubble Talk With Blowout Q3, Stock Pops After-Hours: CEO Says Blackwell Chip Sales ‘Off The Chart’</a>

In this photo illustration, a Palo Alto Networks logo is displayed on the screen of a smartphone. 

Why Palo Alto Stock Fell Over 3% After-Hours

Palo Alto doubled down on its inorganic growth strategy by announcing another big-ticket acquisition.

 Why Palo Alto Stock Fell Over 3% After-Hours

Palo Alto doubled down on its inorganic growth strategy by announcing another big-ticket acquisition.


<ul class="summary-bullets"><li>Mizuho’s software checks turned in positive trends overall, with most partners meeting or exceeding plan.</li><li>Palo Alto is on track to close its CyberArk acquisition in the second half of its FY26.</li><li>YTD, Palo Alto stock has gained 10.5%, underperforming the tech sector.</li></ul>Palo Alto Networks, Inc. (PANW) stock traded modestly higher in Wednesday’s early premarket session as traders look ahead to the cybersecurity company’s quarterly results. The company has agreed to acquire peer CyberArk, with the closing expected in the second half of the former’s fiscal year 2026.Year-to-date,&nbsp;<a href="https://stocktwits.com/symbol/PANW">Palo Alto stock</a> has gained 10.5%, underperforming the tech sector.<h2 class="st-heading-2">What Analysts Model For Palo Alto’s Q1</h2>According to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://fiscal.ai">Fiscal.ai</a>, Palo Alto is expected to report adjusted earnings per share (EPS) of $0.89 and revenue of $2.46 billion for the first quarter of the fiscal year 2026. This compares to the year-ago EPS of $0.78 and revenue of $2.46 billion.While announcing fourth-quarter results in mid-August, Palo Alto guided to first-quarter adjusted EPS of $0.88-$0.90 and revenue of $2.45 billion to $2.47 billion.Mizuho analyst Gregg Moskowitz this week raised his price target for Palo Alto stock to $230 from $220, according to the summary of the note published on the Fly. The firm has an ‘Outperform’ rating on the stock. The analyst said Mizuho’s software checks showed broadly positive trends overall, with most partners meeting or exceeding plan.<h2 class="st-heading-2">The Outlook</h2>Palo Alto’s current fiscal year guidance calls for adjusted EPS of $3.75 to $3.85 and revenue of $10.475 billion to $10.525 billion. Analysts, on average, estimate $3.80 and $10.52 billion for the year, respectively.<h2 class="st-heading-2">How Retail Feels About PANW Stock</h2>On Stocktwits, retail sentiment toward Palo Alto stock remained ‘extremely bullish’ as of early Wednesday, and the message volume on the stream was ‘high.’A bullish user said they expect a good earnings report. While noting that the stock sells off even on good earnings reports, they said they would buy the potential dip.<stembedurl>https://stocktwits.com/BillyBarue/message/636455257</stembedurl><h2 class="st-heading-2">Palo Alto Stock Watch</h2>According to Koyfin, the average analysts’ price target for Palo Alto stock is $224.37, implying roughly 12% upside from current levels.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nasdaq-s-and-p-500-tread-water-as-wall-street-braces-for-nvidia-earnings-jobs-data/cLPo28TREJo">Nasdaq, S&amp;P 500 Tread Water As Wall Street Braces For Nvidia Earnings, Jobs Data — Is Year-End Rally Already In Trouble?</a>

In this photo illustration, the Palo Alto Networks logo is seen displayed on a smartphone screen. 

Palo Alto Stock Rises Premarket As Traders Look Ahead To Cybersecurity Vendor’s Q1 Print

According to Fiscal.ai, Palo Alto is expected to report adjusted EPS of $0.89 and revenue of $2.46 billion for the first quarter of the fiscal year 2026.

<ul class="summary-bullets"><li>Gartner analysts blamed an operational failure for the outage, rather than a distributed denial-of-service (DDoS) attack.</li><li>Cloudflare’s stock has gained over 80% this year.</li><li>The consensus stock price target suggests potential for another 22% upside.</li></ul>Cloudflare, Inc. (NET) stock came under pressure on Tuesday, weighed down by the tech sell-off and a company-specific negative catalyst. The San Francisco, California-based connectivity cloud company suffered an outage early Tuesday that crippled the services of several high-profile companies, including OpenAI’s ChatGPT and Elon Musk's social media platform X.After ending Tuesday’s session down 2.83%,&nbsp;<a href="https://stocktwits.com/symbol/NET">Cloudflare’s stock</a> could stage a rebound, as it edged up in overnight trading.<h2 class="st-heading-2">Retail Mood Flips</h2>On Stocktwits, retail sentiment toward Cloudflare stock improved to ‘extremely bullish’ as of early Wednesday from the ‘bearish’ mood that prevailed a day ago, as well as a week ago. Retail chatter increased to ‘extremely high’ levels. The message volume on the stream jumped 2,000% over the 24 hours leading up to late Tuesday.A bullish user said the outage has turned their attention to Cloudflare stock. “Will be my watchlist for sure especially with their earnings,” they said.&nbsp;<stembedurl>https://stocktwits.com/ariew/message/636692544</stembedurl>Cloudflare reported strong quarterly results in late October, with 31% year-over-year revenue growth and higher adjusted earnings per share (EPS). Both metrics came above expectations.Sharing a screenshot of Yahoo Finance’s quote page, another user noted that the stock has bounced back above its pre-outage price.<stembedurl>https://stocktwits.com/Bubba_Gump/message/636688397</stembedurl>Earlier this week, Cloudflare announced a deal to buy Replicate, an artificial intelligence (AI) platform that makes it easy for developers to deploy and run AI models. “This acquisition will accelerate the company’s vision to make Cloudflare Workers the leading end-to-end platform for building and running scalable, fast, and reliable AI applications,” the company said.Commenting on the outage, Gartner analysts blamed an operational failure, rather than a distributed denial-of-service (DDoS) attack, Cyber Daily&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cyberdaily.au/tech/12914-cloudflare-outage-due-to-outdated-tech-expert-says">reported</a>.<h2 class="st-heading-2">The Cloudflare Stock</h2>Cloudflare’s stock has traded in a 52-week range of $89.42 and $260. The upper bound of the range is also its all-time high, set on Nov. 3. The stock has gained over 80% this year.According to Koyfing, the average price target for Cloudflare stock is $239.35, implying scope for nearly 22% upside.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-sets-record-straight-scion-isn-t-closing/cLPobARREJl">Michael Burry Sets Record Straight: Scion Isn’t Closing — Just Shutting Out Outside Investors</a>

Cloudflare Stock Set To Recover From Outage-Induced Volatility: Retail Turns Strongly Upbeat

The message volume on the Cloudflare stream on Stocktwits jumped 2,000% over the 24 hours leading up to late Tuesday.

Current Price	$69.06
Prev Close	$69.56
Open	$69.28
Dividend Yield	N/A
50-Day Moving Average	$72.59
Beta	N/A
Avg. Volume	812,325.18
PE Ratio	N/A

52-Week High	$78.34
52-Week Low	$55.02
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A
Enterprise Value/EBITDA	N/A

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