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Rumble, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

Rumble Inc - Ordinary Shares - Class A

Rumble Inc

Rumble is attracting significant investor attention as the community anticipates its upcoming earnings report and the finalization of its acquisition of Northern Data. Traders are actively discussing the potential for a short squeeze, citing high short interest and strategic growth catalysts like AI cloud infrastructure, Tether-backed revenue commitments, and an expanded data center footprint.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines is gaining significant momentum as investors pivot toward the space sector, fueled by anticipation surrounding the upcoming SpaceX IPO and a series of high-value government contracts. The community is actively debating the firm's growth potential and revenue stability while closely monitoring upcoming earnings and the critical Lunar Terrain Vehicle contract award.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco is experiencing a significant market re-rating as investors pivot from viewing it as a legacy networking provider to a critical AI infrastructure play, fueled by record earnings, strong AI-related order growth, and a focus on cost efficiency. While some in the community compare the current momentum and sentiment to the dot-com era, traders are actively discussing the stock's potential for sustained gains as it benefits from the broader artificial intelligence hardware build-out.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is trending as investors pivot toward its role as a critical AI infrastructure provider, bolstered by recent partnerships with NVIDIA and a series of strategic defense and broadband AI product launches. The community is actively debating the stock's potential for a long-term re-rating, with many traders closely monitoring bullish call volume and positioning for a breakout.

Eos Energy Enterprises, Inc. designs, manufactures, and deploys battery storage solutions for the electricity industry. It offers the Eos Znyth DC battery system product which designs to meet the requirements of the grid-scale energy storage market. The company was founded in 2008 and is headquartered in Edison, NJ.

Eos Energy Enterprises Inc - Ordinary Shares - Class A

Eos Energy is trending following a massive quarterly revenue beat and the announcement of a joint venture with Cerberus to scale long-duration storage projects. Investors are closely watching the stock's significant short interest, with community discourse debating whether the strong growth metrics can sustain momentum or if upcoming capital raises will pressure the share price.

Dogecoin is an open-source digital currency based on the "Doge" meme that functions as a peer-to-peer medium for fast payments and digital tipping. Unlike projects backed by corporate entities, its value is driven by a global community, and the project is managed by a decentralized group of volunteers and the non-profit Dogecoin Foundation rather than a formal company.  Originally created in 2013 by software engineers Billy Markus and Jackson Palmer as a market parody, the project held no public sale or venture capital rounds. The network operates as a fork of LuckyCoin, which itself was a fork of Litecoin, using a proof of work consensus mechanism. It employs the Scrypt algorithm to ensure the mining process remains fast and efficient, with new blocks processed every 60 seconds. A unique technical feature is its use of merged mining, allowing miners to secure Dogecoin simultaneously with other Scrypt-based networks like Litecoin.  To keep transaction fees low and the network running indefinitely, Dogecoin features an uncapped supply where new coins are added forever. In a major regulatory milestone in March 2026, a joint SEC and CFTC framework officially classified Dogecoin as a digital commodity, placing it in the same asset category as gold or oil.

Dogecoin

Dogecoin is trending as bulls anticipate potential regulatory clarity and renewed market momentum, while retail investors remain divided between long-term holding and frustration over recent price stagnation. The community is actively debating the coin's independence from broader market patterns, with many users looking for signs of a major breakout to new highs.

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 surging as institutional investors capitalize on the strategic inclusion of CEO Jensen Huang in the U.S. delegation to China, viewing it as a pivotal catalyst for potential breakthroughs in chip export policy and data center expansion. Community discussion is dominated by bullish momentum, with traders actively debating the stock's parabolic trajectory and the diminishing influence of short-seller reports amid the ongoing AI infrastructure supercycle.

KraneShares Trust - KraneShares CSI China Internet ETF

KraneShares CSI China Internet ETF

KraneShares CSI China Internet ETF (KWEB) is seeing massive institutional interest through aggressive long-dated call option buying as investors anticipate a breakthrough at the upcoming U.S.-China summit. While sentiment remains divided by skepticism over historical underperformance and geopolitical risks, many traders are actively loading positions in anticipation of a potential policy-driven rally.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials is trending as investors aggressively position themselves ahead of upcoming earnings, with the community actively debating whether the company's role as foundational infrastructure for AI-driven chip manufacturing justifies its current high valuation. Analysts are noting significant institutional interest and increased capital expenditure expectations from industry partners, though some traders remain cautious about potential volatility and the sustainability of the recent rally.

XYO is the original and one of the largest Decentralized Physical Infrastructure Networks (DePIN), boasting over 10 million nodes and consistently leading DePIN in both scale and revenue generation. Launching its Mainnet ahead of any other DePIN, XYO specializes in collecting and validating real-world data, bridging it seamlessly to Web3 and Web2 companies across AI, geolocation, and other critical data sectors. At the core of XYO are Proof of Location and Proof of Origin technologies, enabling accurate validation of real-world data for innovative use cases such as Real-World Asset (RWA) tracking, DePIN applications, real-world gaming, and treasure hunts. Recently, XYO expanded its ecosystem by launching the XYO Layer One blockchain, purpose-built to support the intensive data demands of DePIN, RWA, AI, and similar data-driven industries. XYO employs a unique dual-token model: XYO Token: An externally traded token supporting the DePIN ecosystem, rewards, staking, and governance, enhancing overall ecosystem value and scarcity.   XL1 Token: Internal to the XYO Layer One blockchain, facilitating transactions, gas fees, and other blockchain-specific use cases. The dual-token economics are strategically designed to increase scarcity and promote sustainable growth. The XYO token is available on major exchanges, including Coinbase. The XL1 token will launch publicly later in 2025. To accelerate network adoption and growth, XYO created the popular COIN app. Beyond the XYO Foundation, the team founded the U.S.-based, for-profit entity XY Labs Inc., notable as the first U.S. crypto company qualified by the SEC for a Regulation A offering, permitting share sales to both accredited and non-accredited investors. XY Labs further stands out as one of the pioneering U.S. companies to tokenize and publicly list its shares. These tokenized shares trade as $XYLB on the tZERO ATS, positioning XY Labs prominently in the growing wave of Real-World Asset (RWA) tokenization.

XYO Network

XYO Network is trending as investors debate the potential for a long-awaited breakout driven by its DePin ecosystem and speculation surrounding upcoming announcements. The community remains divided, with some users accumulating heavily in anticipation of a cycle shift, while others express frustration over stagnant price action and past reliance on unfulfilled hype.

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Growing AI Risks & Defense Demand Boost Cybersecurity ETFs' Appeal

As AI adoption and cyberwarfare accelerate, cybersecurity ETFs may offer a compelling investment opportunity.

<ul class="summary-bullets"><li>Datadog’s customer usage is growing at the fastest rate since early 2022.&nbsp;</li><li>Jefferies, Stifel, and Evercore ISI raised their price targets after Q1 earnings.&nbsp;</li><li>Jefferies kept a Buy rating, citing the strongest customer usage growth since early 2022.&nbsp;</li></ul>Datadog,&nbsp;Inc.’s stock (DDOG) is&nbsp;on track to notch its best weekly performance on record&nbsp;as the cloud company delivered a breakout first-quarter (Q1) earnings that ignited investor enthusiasm and&nbsp;underscored its key role in the artificial intelligence infrastructure boom.The stock is also set to be the biggest winner this week on the Nasdaq-100 and the second-best performer on the S&amp;P 500.<h2 class="st-heading-2">Wall Street Backs DDOG’s Strengthening Growth Trends</h2>Jefferies, Stifel and Evercore ISI all raised their price targets on Datadog after what analysts broadly described as a solid “beat and raise” quarter. The firms cited stronger-than-anticipated demand, improving guidance and continued momentum in both core and AI-related products.Jefferies raised its price target&nbsp;on DDOG to $210 from $170 and kept a ‘Buy’ rating, according to TheFly. The firm said customer usage grew at its fastest rate since early 2022, showing strong momentum in its main platform services.&nbsp;Stifel made a more aggressive revision, raising its target to $305 from $160 and also reiterating a ‘Buy’ rating. The firm emphasized that revenue growth continued to pick up sequentially. The new price target implies a 61% upside&nbsp;from the stock’s closing price on Thursday.&nbsp;Evercore ISI also raised its price target to $225 from $175, maintaining an Outperform rating. The firm said the company’s quarterly results and forward guidance helped ease concerns that growth might slow later in the year.<a href="https://stocktwits.com/symbol/DDOG">Datadog stock</a> traded over 1% lower overnight late Thursday, after surging over 31% in the regular session.&nbsp;<h2 class="st-heading-2">DDOG’s&nbsp;Strong Growth Across Core Metrics</h2>In Q1, Datadog posted revenue of $1.006 billion, reaching its first-ever billion-dollar mark and beating analyst expectations of $959.9 million. Adjusted earnings per share came in at $0.60, well above the $0.51 Street forecast, according to Fiscal AI data.&nbsp;&nbsp;The company continued to deepen its enterprise base, growing to roughly 4,550 customers generating more than $100,000 in annual recurring revenue, up from about 3,770 a year earlier.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/fiscal_ai_chart_export_5_jpg_b31393eadc.webp" alt="DataDog Sees Stellar Growth In Customer Base &amp; Revenue" width="2160" height="2160"><figcaption>DataDog Sees Stellar Growth In Customer Base &amp; Revenue</figcaption></figure>Looking ahead, the company sees Q2 revenue between $1.07 billion and $1.08 billion and EPS between $0.57 and $0.59,&nbsp;compared with the Street estimates of $1.06 billion and $0.58, respectively.&nbsp;<h2 class="st-heading-2">What Are DDOG Retail Traders Saying?&nbsp;</h2>On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory with 1,377% surge in message volume over 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_07_235301_png_1dc0b0ef62.webp" alt="DDOG’s Sentiment Meter and Message Volume as of 23:40 p.m. ET on May. 7, 2026 | Source: Stocktwits" width="927" height="101"><figcaption>DDOG’s Sentiment Meter and Message Volume as of 23:40 p.m. ET on May. 7, 2026 | Source: Stocktwits</figcaption></figure>A user&nbsp;<a href="https://stocktwits.com/informal/message/652690993">said</a>, “<a href="https://stocktwits.com/symbol/DDOG">$DDOG</a> earnings just proved high-value SaaS isn’t dying because of AI, it’s accelerating.”Another user said, “damn, I missed this one.&nbsp; Crushing growth with expanding margins.”<stembedurl>https://stocktwits.com/asjos77/message/652686899</stembedurl>DDOG stock has gained over 38% year-to-date.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ttd-stock-sinks-overnight-on-weak-outlook-but-ceo-feels-best-days-are-ahead/cZX2P0EReQv">TTD Stock Sinks Overnight On Weak Outlook, But CEO Feels ‘Best Days Are Ahead’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a smartphone displays the logo of Datadog, Inc.

DDOG Stock Races Toward Best Week Ever After $1B Revenue Milestone — Stifel Sees 61% More Upside Ahead

Datadog is also on track to be the top gainer this week on the Nasdaq 100 and the second-best performer on the S&P 500. 

Equity

Datadog is also on track to be the top gainer this week on the Nasdaq 100 and the second-best performer on the S&P 500. 


<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.

<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."

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

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