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NIO, Inc. operates as a holding company, which engages in the design, development, manufacture, and sale of smart electric vehicles. It offers its products under the brands NIO, ONVO, and FIREFLY. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Shanghai, China.

NIO Inc - ADR

NIO Inc

NIO is trending as the market digests Q1 financial results and strong Q2 delivery guidance, sparking a fierce debate between retail investors and institutional short sellers over alleged stock manipulation. The community remains hyper-focused on the company's path to sustained profitability, improved vehicle margins, and the potential for a massive short squeeze despite recent downward price pressure.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Wave Quantum is trending as investors react to its latest financial disclosures, which featured a massive jump in contract bookings alongside a revenue miss. The community remains polarized, with bulls highlighting the record-setting customer demand and commercial progress, while bears focus on cash burn and share dilution concerns.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending as investors react to the FDA's acceptance of a supplemental BLA for Anktiva in papillary-only bladder cancer, with many community members focusing on the long-term potential of its immunotherapy platform despite near-term volatility and short-selling pressure. The community is actively discussing the timing of regulatory milestones, upcoming ASCO data, and the role of institutional accumulation in countering short-driven price suppression.

AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is seeing intense buying interest and social media activity driven by the upcoming launch of its BlueBird satellites and the broader market validation of the direct-to-device satellite connectivity sector. Investors are actively debating the competitive landscape between ASTS and SpaceX following recent regulatory filings, with the community largely focused on a potential short squeeze as the stock continues to build momentum toward its next phase of commercial deployment.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuit shares are seeing extreme volatility following a double beat on earnings and increased guidance that was overshadowed by a 17% workforce reduction announcement. The community is heavily divided, with some investors viewing the stock as an undervalued bargain due to its AI-integration strategy and buyback plans, while others fear long-term structural disruption from AI tools challenging the company's core tax and software business.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Rigetti Computing is trending as investors chase heavy momentum in the quantum computing sector following a wave of U.S. government funding announcements. The community is actively debating the stock's valuation relative to its new capital infusion, with high short interest fueling intense speculation about potential squeeze setups.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is currently the focus of investor debate as it navigates significant cost pressures, including rising fuel expenses and concerns over sustained high valuation multiples. Market sentiment remains split between those who view the retailer as a resilient defensive play in a volatile economy and those wary of its heavy exposure to global trade friction and slowing consumer discretionary spending.

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 currently facing intense market volatility as investors weigh a strong earnings beat and aggressive capital return programs against concerns over China-related revenue headwinds. The community remains deeply divided, with some investors focusing on long-term AI infrastructure dominance while others actively trade the heavy options flow and short-term price swings.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is trending heavily following a major government announcement that the U.S. will award $2 billion in grants and equity participation to several quantum firms, with the company securing a $100 million letter of intent. Community sentiment is overwhelmingly bullish, with investors actively discussing the company's neutral-atom technology as a key competitive differentiator and speculating on future growth potential driven by increased government and defense sector validation.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is seeing heightened investor attention driven by strong trading volume and a recent government security re-certification, with the community actively discussing its role in physical AI, robotics, and mission-critical communications. The stock remains a focal point for long-term sentiment as shareholders debate the company's growth prospects amidst ongoing speculation about strategic partnerships and its position in the evolving edge computing market.

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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.

Current Price	$30.95
Prev Close	$31.25
Open	$30.95
Dividend Yield	N/A
50-Day Moving Average	$27.80
Beta	N/A
Avg. Volume	697.12
PE Ratio	N/A

52-Week High	$36.60
52-Week Low	$24.72
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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