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Maulcoin

Maulcoin is surging in community discussions as investors rally behind its organic growth model and active engagement, which is currently focused on regaining its ticker and chart status on major financial platforms. Supporters are framing this as a patient, long-term building project that stands in contrast to the volatility and rug-pull risks often associated with similar meme-themed assets.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is currently the subject of intense retail and institutional debate, driven by a rare public endorsement from President Trump that triggered a volatile liquidity event amidst broader concerns over AI software valuations. Investors are actively split between those who view the pullback as a buying opportunity based on the company's entrenched government contracts, and skeptics who highlight potential sector-wide rotation out of crowded SaaS and AI-linked positions.

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. It offers various products for performance and reliability, video streaming and delivery, advanced security, insights, Cloudflare for developers, domain registration, and Cloudflare marketplace. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Cloudflare Inc - Ordinary Shares - Class A

Cloudflare Inc

Cloudflare is trending as investors react to a strong quarterly earnings report that exceeded revenue expectations, fueled by rising demand for its edge infrastructure and security solutions amid the rapid expansion of AI agents. Community sentiment is mixed between those celebrating the stock's significant post-earnings recovery and cautious traders debating whether the software sector's recent volatility and valuation pressures will limit further upside.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow (NOW) is experiencing a sharp sell-off driven by a UBS downgrade and deepening investor anxiety regarding the potential impact of AI disruption on traditional enterprise software business models. The stock has seen massive volume and heavy put activity as the community debates whether this is a structural repricing of the SaaS sector or a tactical buying opportunity fueled by sentiment exhaustion and extreme oversold conditions.

iShares Trust - iShares Expanded Tech-Software Sector ETF

iShares Expanded Tech-Software Sector ETF

The iShares Expanded Tech-Software Sector ETF (IGV) is currently the center of intense debate as investors weigh whether the recent sell-off represents a structural reset or a temporary exhaustion event amid fears of AI-driven disruption. While some traders point to deeply oversold technical levels and institutional accumulation as signs of a potential bottom, others argue that valuation compression and the rise of competitive AI models continue to create significant headwinds for traditional SaaS business models.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehr Test Systems is seeing aggressive volatility and intense debate, driven by a rapid price surge that has triggered a divide between retail momentum traders and short sellers questioning the company's valuation against its current revenue. The community is actively discussing the stock's parabolic move, the impact of a new capital-raising program, and conflicting perspectives on whether the semiconductor testing equipment maker is an overextended speculative bubble or a long-term play on silicon photonics and AI infrastructure.

Terra is a decentralized financial payment network that rebuilds the traditional payment stack on the blockchain. Luna is the reserve currency of the Terra platform. It has three core functions: i) mine Terra transactions through staking, ii) ensure the price stability of Terra stablecoins and iii) provide incentives for the platform’s blockchain validators.

Terra Luna Classic

Terra Luna Classic is experiencing heightened volatility and intense social media discussion as the community reacts to the sentencing of co-founder Do Kwon and persistent rumors regarding exchange delistings and potential token burns. Investors remain deeply divided, with many debating the project's long-term viability under community governance while others leverage the price action to accumulate positions in anticipation of a potential revival.

Arbitrum is one of the leading Ethereum scaling solutions bringing cheap transactions to tens of thousands of users in an environment that feels very similar to Ethereum. It is an optimistic rollup and the leading L2 in terms of TVL. Some of the largest dApps live on Arbitrum include GMX, Radiant, Uniswap V3, and Gains Network.

Arbitrum

Arbitrum is currently seeing significant community interest driven by its expanding role in tokenized real-world assets (RWA), particularly following high-profile integrations with Robinhood for stock tokenization and support for PayPal's stablecoin. While traders are actively debating the impact of ongoing token unlocks and broader Layer 2 competition, sentiment remains split between those focused on its robust network utility as an Ethereum scaling leader and those concerned by recent bearish price action and supply dilution.

SentinelOne, Inc. engages in the provision of endpoint security software that detects, models, and predicts threat behavior to block attacks on any computing device. Its services include vigilance, support, and training. The company was founded by Tomer Weingarten and Almog Cohen in 2013 and is headquartered in Mountain View, CA.

SentinelOne Inc - Ordinary Shares - Class A

SentinelOne Inc

SentinelOne is facing heightened volatility and downward price pressure as investors weigh mixed earnings results and cautious guidance against the backdrop of a broader cybersecurity sector sell-off. While the community remains deeply polarized, discussions are heavily focused on the company's long-term potential as an acquisition target, the impact of AI-driven competition, and ongoing debates regarding management's compensation and capital allocation.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is trending following a massive $21 billion contract expansion with Meta through 2032 and a new multi-year agreement to provide AI infrastructure for Anthropic. While the community is heavily debating the company's aggressive debt-fueled expansion and ongoing convertible note offerings, investors remain focused on the company's dominant role in the AI compute arms race and its growing backlog of blue-chip partnerships.

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<ul class="summary-bullets"><li>The layoffs were executed rapidly across countries, with employees losing system access soon after early-morning notices.</li><li>Even as it cuts costs, Oracle expects $90 billion in fiscal 2027 revenue, surpassing analyst projections.</li><li>The job cuts are aimed at freeing up to $10 billion annually to fund AI and data center expansion.</li></ul>Oracle Corp.’s (ORCL) sweeping job cuts on Tuesday underscored a stark reality in the artificial intelligence era: even surging profits are no guarantee of workforce stability as companies pivot toward capital-intensive AI infrastructure.The tech giant carried out one of the most significant workforce reductions in its history, reportedly eliminating nearly 30,000 roles globally as part of a broader strategic overhaul tied to AI investments and cost restructuring.&nbsp;<h2 class="st-heading-2">Mass Layoffs At Oracle Amid Strong Financials</h2>The&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/oracle-begins-large-scale-layoffs-amid-ai-expansion-report/cZE5Tw4RIVY">layoffs</a>, affecting nearly a fifth of Oracle’s&nbsp;162,000&nbsp;global workforce, were executed rapidly across regions, including the United States, India and Canada. A Business Insider&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.businessinsider.com/read-oracle-layoff-email-employees-job-cuts-2026-3">report</a> indicated employees received termination notices early in the morning, with system access revoked almost immediately.Despite the scale of the cuts, Oracle’s financial performance remains robust. The company recently posted third-quarter (Q3) revenue growth of 22% year-on-year (YoY), with cloud revenue up 44% YoY.&nbsp;The company projected fiscal 2026 revenue at $67 billion, slightly above analysts’ estimates of $66.94 billion, according to Fiscal AI data. Looking further ahead, it for fiscal 2027, Oracle sees $90 billion in total revenue, well ahead of the $86.32 billion forecast by analysts.<a href="https://stocktwits.com/symbol/ORCL">Oracle stock</a> inched 0.9% higher in Wednesday’s premarket.&nbsp;<h2 class="st-heading-2">AI Transition Driving Strategy</h2>In a January note, T.D. Cowen estimates that potential layoffs could reduce Oracle’s annual expenses by up to $10 billion, offsetting a restructuring charge of about $2.1 billion the company has set aside for 2026.The workforce reduction comes as Oracle prepares to fund an expansive AI infrastructure push, including data center development projected to require more than $150 billion. The company is attempting to compete more aggressively with cloud and AI leaders like Microsoft and Amazon.<h2 class="st-heading-2">How Did Retail Traders React?&nbsp;</h2>On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_01_064323_png_447ba3f1db.webp" alt="ORCL’s Sentiment Meter and Message Volume as of 06:30 a.m. ET on Apr.1, 2026 | Source: Stocktwits" width="930" height="103"><figcaption>ORCL’s Sentiment Meter and Message Volume as of 06:30 a.m. ET on Apr.1, 2026 | Source: Stocktwits</figcaption></figure>A Stocktwits user said the layoffs signal deeper structural concerns beyond routine cost-cutting.&nbsp;<stembedurl>https://stocktwits.com/DynamicPosition/message/649139226</stembedurl>Another user wondered if the move is a response to rising debt obligations.&nbsp;<stembedurl>https://stocktwits.com/kubbubsu/message/649144825</stembedurl>ORCL stock has declined by over 24% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/hershey-stock-eyes-rebound-after-reaffirming-2026-outlook-flags-longer-term-recovery/cZ7HintRInk">Hershey Stock Eyes Rebound After Reaffirming 2026 Outlook, Flags Longer-Term Recovery</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Oracle logo is displayed on a mobile phone with the company's branding seen in the background in this photo illustration.

Oracle Layoffs Hit Nearly 20% Of Workforce Despite Surging Revenue, As It Doubles Down On $150B AI Push

Despite the extensive layoffs, Oracle continues to show strong financial momentum, reporting a 22% year-over-year increase in third-quarter revenue.

Equity

Despite the extensive layoffs, Oracle continues to show strong financial momentum, reporting a 22% year-over-year increase in third-quarter revenue.


<ul class="summary-bullets"><li>Morgan Stanley pointed to the need for clearer evidence of faster growth and better forward guidance to ease investor concerns.</li><li>Wells Fargo also lowered its price target to $330 from $405, retaining an Overweight rating.</li><li>Barclays highlighted that Adobe’s fiscal Q1 net new annual recurring revenue of $400 million was below their $460 million estimate.</li></ul>Adobe Inc. (ADBE) is facing a wave of cautious analyst sentiment following its first quarter (Q1) earnings, with multiple firms cutting price targets and adjusting ratings amid mixed performance and leadership changes.&nbsp;The company’s early pivot to AI monetization and portfolio expansion has not fully convinced investors of a rapid growth rebound.<a href="https://stocktwits.com/symbol/ADBE">Adobe stock</a> traded over 8% lower in Friday’s premarket. On Stocktwits, retail sentiment around the stock jumped to ‘extremely bullish’ territory from ‘bearish’ the previous day. Message volume shifted to ‘extremely high’ from ‘low’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_13_071515_png_eec89faada.webp" alt="ADBE’s Sentiment Meter and Message Volume as of 07:00 a.m. ET on Mar. 13, 2026 | Source: Stocktwits" width="929" height="101"><figcaption>ADBE’s Sentiment Meter and Message Volume as of 07:00 a.m. ET on Mar. 13, 2026 | Source: Stocktwits</figcaption></figure>The stock saw a 1542% surge in retail messages over a 24-hour period.&nbsp;<h2 class="st-heading-2">Morgan Stanley Highlights Growth Concerns</h2>Morgan Stanley analyst Keith Weiss slashed Adobe’s price target to $365 from $425 while maintaining an ‘Equal Weight’ rating, citing the need for stronger proof of growth acceleration and forward outlook improvements to reassure investors about AI competition challenges, according to TheFly.&nbsp;Wells Fargo also lowered its price target to $330 from $405, retaining an Overweight rating, noting that Adobe’s net new annual recurring revenue (NNARR) underperformance and CEO transition have temporarily put the company back in the penalty box.<h2 class="st-heading-2">Barclays Cuts Rating Amid CEO Transition</h2>Barclays downgraded Adobe to Equal Weight from Overweight and set a price target of $275, down from $335. Analysts highlighted fiscal Q1 NNARR of $400 million, below their $460 million estimate, while the fiscal 2026 guidance remained unchanged.&nbsp;Barclays emphasized that the most significant development of the quarter is the planned exit of longtime CEO Shantanu Narayen, which has unsettled investor confidence and put the stock on the sidelines.Narayen, who has been heading the software design company since 2007, stated he will resign once a successor is appointed but will continue serving as the company’s board chair.ADBE stock declined by over 28% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/alibaba-doubles-down-on-stablecoin-play-with-35-million-meta-comp/cZdDItARIaV">Alibaba Doubles Down On Stablecoin Play With $35 Million MetaComp Investment</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The logo of the American multinational software company Adobe Inc. appears on the screen of a smartphone.

ADBE Stock Falls 8% Pre-Market: AI Growth Narrative Fails To Convince Analysts

Morgan Stanley analyst Keith Weiss slashed Adobe’s price target to $365 from $425 while maintaining an ‘Equal Weight’ rating.

<ul class="summary-bullets"><li>JPMorgan upgraded Oracle’s rating to ‘Overweight’ from ‘Neutral’ while setting a $210 price target.</li><li>Barclays pointed to steady performance in Oracle’s software-as-a-service and maintenance segments, which could result in gains.&nbsp;</li><li>Baird also raised its price target to $215 from $200 and maintained an ‘Outperform’ rating.&nbsp;</li></ul>Oracle Corp. (ORCL) received fresh backing from several Wall Street firms after the cloud giant’s third-quarter (Q3) results topped expectations, prompting analyst upgrades and target price hikes, with firms stating that the recent selloff has improved the stock’s risk-reward profile.&nbsp;Oracle’s Q3 revenue grew 22% year-on-year (YoY) to $17.2 billion with an earnings per share (EPS) of $1.79, both surpassing the analysts’ consensus estimates of $16.91 billion and $1.7, respectively, according to Fiscal AI data.&nbsp;<h2 class="st-heading-2">JPMorgan Turns More Bullish</h2>JPMorgan upgraded Oracle’s rating to ‘Overweight’ from ‘Neutral’ while setting a $210 price target, though the firm trimmed its earlier $230 target, according to TheFly.Analysts noted that Oracle’s share price has fallen about 55% since mid-September, resetting investor expectations. According to the firm, sentiment has shifted from strong confidence to widespread skepticism regarding the company’s long-term financial targets. Against that backdrop, JPMorgan sees a more attractive risk-reward profile for the stock.<a href="https://stocktwits.com/symbol/ORCL">Oracle stock</a> traded over 9% higher in Wednesday’s premarket.&nbsp;<h2 class="st-heading-2">Barclays Sees Outlook Improving&nbsp;</h2>Analysts at Barclays also expressed optimism, increasing the price target to $240 from $230 while reiterating an ‘Overweight’ rating. The firm said Oracle’s shares are "starting to work better from here” as Q3 performance helped address several investor concerns, including spending on infrastructure, profit margins tied to contracts and the company’s ability to deliver cloud capacity on schedule.&nbsp;Barclays also pointed to steady performance in Oracle’s software-as-a-service and maintenance segments, which it believes could support additional gains in the stock.Baird also raised its price target to $215 from $200 and maintained an ‘Outperform’, citing that the latest results reinforce a constructive outlook for Oracle’s business.<h2 class="st-heading-2">What Are Stocktwits Users Saying?&nbsp;</h2>On Stocktwits, retail sentiment around the stock changed to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_11_072500_png_53a0e55930.webp" alt="ORCL’s Sentiment Meter and Message Volume as of 07:15 a.m. ET on Mar. 11, 2026 | Source: Stocktwits" width="934" height="98"><figcaption>ORCL’s Sentiment Meter and Message Volume as of 07:15 a.m. ET on Mar. 11, 2026 | Source: Stocktwits</figcaption></figure>The stock saw a 804% surge in message volume in 24 hours.&nbsp;A bullish Stocktwits user said the stock is disconnected from its real value.&nbsp;<stembedurl>https://stocktwits.com/NordVPN2/message/647197898</stembedurl>Another user said the stock could easily hit $170 on Wednesday.&nbsp;<stembedurl>https://stocktwits.com/Logic102/message/647198357</stembedurl>ORCL stock has gained over 3% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/avav-stock-faces-selloff-space-force-ends-scar-contract-retail-time-for-rebound-now/cZdAD0LRIJi">AVAV Stock Faces Selloff After Space Force Ends SCAR Contract, But Retail Says Time For ‘Rebound Now’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A smartphone held in a hand shows the logo of Oracle Corp. (Photo illustration by Cheng Xin/Getty Images)

Oracle’s Stock Reset May Be Setting Up Its Next Rally – JPMorgan Says Risk-Reward Now Attractive

Barclays said Q3 performance helped address several investor concerns, including spending on infrastructure, profit margins tied to contracts, and the company’s ability to deliver cloud capacity on schedule. 

<ul class="summary-bullets"><li>Baird cited slower-than-expected growth in Atlas revenue, raising potential questions about the company’s momentum.</li><li>Barclays analyst Raimo Lenschow trimmed the price target to $370 from $440 while maintaining an ‘Overweight’ rating.</li><li>Wedbush noted that strong quarterly results were overshadowed by a cautious outlook.</li></ul>MongoDB Inc. (MDB) is facing scrutiny on Wall Street as multiple analysts adjusted their outlooks following the company's fourth-quarter earnings report.&nbsp;While the database software provider posted solid fourth-quarter (Q4) results, concerns over revenue growth and management shifts are weighing on investor sentiment.Baird downgraded MongoDB to ‘Neutral’ from ‘Outperform’, lowering its price target to $260 from $500, according to TheFly. MongoDB forecasts first-quarter (Q1) adjusted earnings per share (EPS) between $1.15 and $1.19 per share, which is lower than the analysts’ consensus estimate of $1.21 per share.&nbsp;&nbsp;<h2 class="st-heading-2">Baird And Barclays’ Analysis&nbsp;</h2>Baird cited slower-than-expected growth in Atlas revenue, raising potential questions about the company’s momentum, despite generally strong quarterly results. The firm highlighted limited AI-related revenue and recent leadership changes as additional factors that could create pressure on the stock.Barclays analyst Raimo Lenschow trimmed the price target to $370 from $440 while maintaining an ‘Overweight’ rating. The firm noted that while MongoDB had a string of strong quarters before, the Q4 results showed a slightly smaller Atlas revenue beat and guidance for fiscal 2027.&nbsp;<a href="https://stocktwits.com/symbol/MDB/news">MongoDB stock</a> tumbled nearly 28% on Tuesday, marking its biggest single-day decline on record. On Stocktwits, retail sentiment around the stock changed to ‘extremely bullish’ from ‘bullish’ territory the previous day. 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_03_03_105747_png_61ed9d60e0.webp" alt="MDB’s Sentiment Meter and Message Volume as of 10:30 a.m. ET on Mar. 3, 2026 | Source: Stocktwits" width="931" height="107"><figcaption>MDB’s Sentiment Meter and Message Volume as of 10:30 a.m. ET on Mar. 3, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Bernstein Calls Selloff An Overreaction</h2>Bernstein adjusted its price target down to $428 from $452 but kept an ‘Outperform’ rating. The firm emphasized that Q4 results were solid and the conservative FY27 guidance does not undermine its positive view on consumption growth.&nbsp;Bernstein sees the stock’s 25% drop as an overreaction, suggesting that investors may find a buying opportunity in the current selloff.Wedbush analyst Daniel Ives also cut the price target to $380 from $440 while maintaining an ‘Outperform’ stance. The firm noted that strong quarterly results were overshadowed by a cautious outlook. However, Wedbush remains optimistic about MongoDB’s ability to cash in Atlas to drive future growth.MDB stock traded over 1% lower over the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-increases-prices-of-its-new-mac-book-air-and-pro-models-everything-to-know-about-its-latest-lineup/cZdeK53RIPf">Apple Increases Prices Of Its New MacBook Air And Pro Models – Everything To Know About Its Latest Lineup</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a hand holds a smartphone displaying the logo of MongoDB Inc.

MDB Stock Sees Biggest Single-Day Decline On Record: Wall Street Cuts Price Targets On Slower Atlas Growth And Cautious Outlook 

Baird downgraded MongoDB to ‘Neutral’ from ‘Outperform’, lowering its price target to $260 from $500.

<ul class="summary-bullets"><li>Under the agreement, businesses will be able to design AI agents using Anthropic’s Claude on the Intuit platform.</li><li>Entrepreneurs can generate invoices, track payments, and estimate taxes directly through Claude.</li><li>Intuit’s tools will be integrated into Anthropic products, providing users with real-time financial insights.</li></ul>Intuit Inc. (INTU) and Anthropic, the AI company behind the Claude AI model, have entered into a multi-year collaboration to bring highly tailored AI agents to mid-market companies and consumers.&nbsp;The partnership aims to integrate advanced AI capabilities into Intuit’s suite of financial and business tools, creating solutions that simplify workflows and improve decision-making.<h2 class="st-heading-2">Custom AI Agents For Industry-Specific Needs</h2>Under the agreement, businesses will be able to design AI agents using Anthropic’s Claude Agent SDK directly on the Intuit platform. These agents will operate securely and use Intuit’s proprietary financial and accounting data.This integration will allow Claude users to access TurboTax, Credit Karma, QuickBooks, and Mailchimp functionality from within Anthropic’s ecosystem.Following the announcement,&nbsp;<a href="https://stocktwits.com/symbol/INTU">Intuit's stock</a> traded over 6% higher in Tuesday’s premarket. On Stocktwits, retail sentiment around the stock changed to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.<h2 class="st-heading-2">Embedded Financial Intelligence&nbsp;</h2>Intuit’s tools will be integrated into Anthropic products, providing users with real-time financial insights. Entrepreneurs can generate invoices, track payments, and estimate taxes directly through Claude while receiving guidance on refunds and debt management. The rollout is planned for spring 2026, bringing the AI-driven solutions to both Intuit and Anthropic users.<blockquote>“By combining Intuit’s proprietary data and domain-specific services with AI models built to support security, accuracy, and compliance and Claude’s powerful capabilities, we’re delivering something customers haven’t had before.”-Alex Balazs, CTO, Intuit</blockquote>Interestingly,&nbsp;&nbsp;software and cybersecurity stocks came under pressure on Monday, with Intuit shedding over 5% after Anthropic said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://claude.com/blog/how-ai-helps-break-cost-barrier-cobol-modernization">blog</a> post that its Claude Code tool can now quickly and efficiently modernize legacy COBOL programming language-based systems. Anthropic has introduced a range of enhancements to its AI offerings this month, triggering declines in multiple sectors.INTU stock has declined by over 36% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crowd-strike-warns-ai-fueling-faster-cyberattacks-can-spread-in-under-30-minutes/cZRvHsdR4zw">CrowdStrike Warns AI Is Fueling Faster Cyberattacks – They Can Now Spread In Under 30 Minutes</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 The logo of Intuit Inc. is displayed on a smartphone screen on May 18, 2025, in Chongqing, China.

Intuit Stock Rallies Pre-Market Today And There’s An Anthropic Connection 

The two companies will work together to integrate advanced AI capabilities into Intuit’s suite of financial and business tools, creating solutions that simplify workflows.

<ul class="summary-bullets"><li>Based on the current spot silver rate, the total value would be around $7.6 million.&nbsp;&nbsp;</li><li>Silver is seen as a high-conviction, long-duration strategic asset, the Chairman said.</li><li>Last week, Hyperscale Data launched an at-the-market equity offering program to sell up to $35.4 million.</li></ul>Shares of Hyperscale Data, Inc. (GPUS) jumped 7% in pre-market trading on Wednesday, after the AI data center company announced plans to launch a strategic silver reserve program to boost its balance sheet.Hyperscale is targeting the acquisition of up to 100,000 ounces of silver over time as part of a broader treasury strategy, it said. Based on the current spot rate (XAG/USD), the total value would be around $7.6 million.&nbsp;&nbsp;<h2 class="st-heading-2">Gradual Accumulation Strategy</h2>Hyperscale Data expects to fund the purchases with capital on hand and other available liquidity sources. The company said it intends to buy silver gradually through a dollar-cost averaging approach, rather than making a single large purchase.&nbsp;&nbsp;Dollar-cost averaging involves investing a fixed amount at regular intervals, regardless of market conditions. Hyperscale follows a similar strategy in building its Bitcoin holdings. The company said it is confident it can secure suitable storage and security solutions for the reserve.“We view silver as a high-conviction, long-duration strategic asset. Alongside Bitcoin, we believe silver can help fortify our balance sheet over time while preserving optionality for future growth,” said Milton Ault III, Executive Chairman of Hyperscale Data.<h2 class="st-heading-2">$35 Million Fundraising To Buy Bitcoin And Precious Metals</h2>Last week, Hyperscale Data launched an at-the-market equity offering program that allows it to sell up to $35.4 million worth of its 13% Series D Cumulative Redeemable Perpetual Preferred stock from time to time. A majority of the net proceeds is expected to be allocated to acquiring Bitcoin and, potentially, precious metals such as gold, silver, and copper, with the remainder supporting working capital and general corporate needs.As of January 31, 2026, the company reported estimated total assets of about $323 million and net assets of roughly $125 million.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment for <a href="https://stocktwits.com/symbol/GPUS">GPUS</a> on Stocktwits remained in the ‘bearish’ zone over the past 24 hours.<img src="https://news.stocktwits-cdn.com/GPUS_jpg_ea08a24d59.webp" alt="GPUS.jpg">One user noted that the high pre-market trading volume did not result in a higher stock price.<stembedurl>https://stocktwits.com/Herm_the_Germ/message/645204435</stembedurl>Another user expects a near-60 % jump in the share price from current levels.<stembedurl>https://stocktwits.com/ABnb15/message/645199536</stembedurl>Year-to-date, the stock is down nearly 9%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/why-did-przo-stock-surge-in-pre-market-today/cZR0qncR4v7">Why Did PRZO Stock Surge 15% In Pre-Market Today?</a> For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Hyperscale Data logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

This Microcap AI Data Center Stock Saw A Pre-Market Boost – What’s The Silver Link?

Hyperscale said it is targeting the acquisition of up to 100,000 ounces of silver through a dollar-cost-averaging strategy.

Why Is GPUS Microcap AI Data Center Stock Buying Silver?

<ul class="summary-bullets"><li>Applovin CEO Adam Foroughi has highlighted the company’s scale, noting that advertisers spend “well over $11 billion dollars annually” across its network.</li><li>AppLovin’s Axon platform uses machine learning to optimize ad placement in real time.</li><li>The company is scheduled to report its fourth-quarter earnings on February 11.</li></ul>AppLovin Corp. (APP) saw its stock slide sharply on Wednesday, as investor anxiety grew over the arrival of a new artificial intelligence competitor, CloudX, that could change the mobile advertising landscape.&nbsp;The selloff reflects concern that emerging platforms may challenge AppLovin’s established ad tech business.<h2 class="st-heading-2">CloudX Emerges As New Rival</h2>The startup CloudX, co-founded by CEO Jim Payne, has launched an AI-driven advertising platform designed to automate many tasks typically managed by engineers and ad operations teams, potentially streamlining programmatic ad workflows.&nbsp;The startup claims it can handle vast volumes of ad impressions using AI, which has stoked fears among market participants.&nbsp;<a href="https://stocktwits.com/symbol/APP">AppLovin stock</a> traded over 13% lower on Wednesday mid-morning.&nbsp;However, Applovin CEO Adam Foroughi has highlighted the company’s scale, noting that advertisers spend “well over $11 billion dollars annually” across its network. That ecosystem reaches more than one billion daily active users, largely through mobile gaming. The backbone of this strategy is AppLovin’s Axon platform, which uses machine learning to optimize ad placement in real time.<h2 class="st-heading-2">What Are Stocktwits Users Saying?</h2>On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory while message volume improved to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_04_114028_png_f626118408.webp" alt="APP’s Sentiment Meter and Message Volume as of 11:15 a.m. ET on Feb. 3, 2026 | Source: Stocktwits" width="934" height="104"><figcaption>APP’s Sentiment Meter and Message Volume as of 11:15 a.m. ET on Feb. 3, 2026 | Source: Stocktwits</figcaption></figure>A bullish Stocktwits user suggested ignoring the noise and sees the dip as a major buying opportunity.&nbsp;<stembedurl>https://stocktwits.com/LongLTC/message/643959759</stembedurl>Another user said that CloudX and Google’s Project Genie are not a threat to AppLovin.&nbsp;<stembedurl>https://stocktwits.com/bOta88/message/643958336</stembedurl><h2 class="st-heading-2">Fourth-Quarter Earnings&nbsp;</h2>The company is scheduled to report its fourth-quarter earnings on February 11 and expects revenue in the range of $1.57 billion and $1.6 billion. Analysts see a revenue of $1.61 billion and earnings per share of $2.95.Founded in 2012, AppLovin specializes in mobile advertising technology and software solutions for app developers. Its platform connects advertisers with consumers through programmatic campaigns while enabling app publishers to monetize effectively.&nbsp;APP stock has gained over 4% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/smci-strong-q2-performance-draws-mixed-signals-from-wall-street/cZbjdYfR4Nb">SMCI’s Strong Q2 Performance Draws Mixed Signals From Wall Street — Here’s What Analysts Are Saying</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the logo of AppLovin is displayed on the screen of a smartphone. 

APP Stock Falls 13% Following CloudX Launch: Retail Says 'Ignore The Noise'

CloudX, co-founded by CEO Jim Payne, has launched an AI-driven advertising platform that automates many tasks typically handled by engineers and ad operations teams.

<ul class="summary-bullets"><li>Canaccord reduced its price target to $200 from $224, maintaining a ‘Buy’ rating.</li><li>KeyBanc said ServiceNow’s projected organic subscription growth of 18.5% to 19% for 2026 is insufficient to completely ease investor concerns.</li><li>JPMorgan also trimmed its price target and emphasized that the company’s cost-efficiency measures are resonating positively amid challenging market conditions.</li></ul>ServiceNow Inc. (NOW) has seen a flurry of price target adjustments from major Wall Street firms following its fourth-quarter (Q4) earnings.&nbsp;Despite delivering strong fourth-quarter results, the stock’s valuation and growth outlook have prompted cautious guidance from several firms. The company reported a Q4 revenue of $3.568 billion and earnings per share (EPS) of $0.92, both exceeding the analysts’ consensus estimates of $3.529 billion and $0.87, respectively, according to FiscalAI data.&nbsp;<a href="https://stocktwits.com/symbol/NOW">ServiceNow stock</a> traded over 9% lower in Thursday’s premarket.&nbsp;<h2 class="st-heading-2">Analyst Rationale&nbsp;</h2>Canaccord reduced its price target to $200 from $224, maintaining a ‘Buy’ rating. The firm described Q4 as solid, noting that results were comparable or slightly better than the previous quarter, which had already been viewed positively, yet the stock’s recent pullback has made it appear more attractive.Similarly, KeyBanc lowered its price target to $115 from $155, keeping an ‘Overweight’ rating. The firm cited ServiceNow’s projected organic subscription growth of 18.5% to 19% for 2026 as insufficient to completely ease investor concerns, signaling caution despite decent underlying performance.JPMorgan also trimmed its target to $195 from $215, maintaining an ‘Overweight’ stance. The firm highlighted ServiceNow’s Q4 beat and emphasized that the company’s cost-efficiency measures are resonating positively amid challenging market conditions, providing confidence in its operational discipline even during slower-growth periods.<h2 class="st-heading-2">How Are Retail Traders Reacting</h2>On Stocktwits, retail sentiment around the stock changed to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_29_075359_png_feb5d6f03e.webp" alt="NOW’s Sentiment Meter and Message Volume as of 07:30 a.m. ET on Jan. 29, 2026 | Source: Stocktwits" width="924" height="102"><figcaption>NOW’s Sentiment Meter and Message Volume as of 07:30 a.m. ET on Jan. 29, 2026 | Source: Stocktwits</figcaption></figure>A Stocktwits user suggested buying the stock when the price is lower.&nbsp;<stembedurl>https://stocktwits.com/MX_Trader/message/643255992</stembedurl>Another bullish user said that AI will enhance the operations of companies like ServiceNow.&nbsp;<stembedurl>https://stocktwits.com/Ciprian99/message/643254246</stembedurl>NOW stock has declined by over 43% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/meta-q4-earnings-beat-fuels-new-price-target-hikes-on-ai-ad-growth-optimism/cmyiBTzR4KS">Meta Q4 Earnings Beat Fuels New Price Target Hikes On AI, Ad Growth Optimism</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of ServiceNow Inc. 

NOW Stock Falls 9% After Q4 Beat: Why Have Analysts Cut Price Targets?

Canaccord noted that results were comparable or slightly better than the previous quarter, which had already been viewed positively, yet the stock’s recent pullback has made it appear more attractive.

ServiceNow Earnings Beat Fails To Calm Growth Fears, Analysts Cut Price Targets

Canaccord noted that results were comparable or slightly better than the previous quarter, which had already been viewed positively, yet the stock’s recent pullback has made it appear more attractive.


Salesforce Earnings Beat, Offers Upbeat Guidance: ETFs in Focus 

Salesforce tops Q3 earnings and lifts outlook, boosting sentiment for cloud-focused ETFs like IGV, BUL and CLOD as AI and cloud adoption accelerate.

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