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Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is facing significant downward pressure as investors react to a combination of disappointing quarterly delivery figures, J.P. Morgans analyst downgrade citing major downside risk, and growing community speculation that capital is rotating out of the stock in anticipation of the upcoming SpaceX IPO. Amidst a volatile geopolitical climate, discussions on the platform are dominated by debates over leadership, the company's long-term competitive moat in the EV and AI space, and highly active trading around the stock's technical support levels.

FuboTV, Inc. is a consumer-first live TV streaming company with the mission of delivering premium sports, news and entertainment programming that offers greater choice, flexibility and value. The company was founded by David Gandler, Alberto Horihuela Suarez, and Sung Ho Choi on February 20, 2009 and is headquartered in New York, NY.

fuboTV Inc - Ordinary Shares - Class A

fuboTV Inc

Fubo is facing intense debate as investors weigh the company's long-term financial guidance against a sharp price decline following a recent reverse stock split. The community remains deeply polarized, with some bulls pointing to sports-streaming dominance as a reason to hold, while skeptical traders focus on persistent bearish momentum and management's silence as catalysts for further short-selling.

Enovix Corp. engages in the design and development of silicon-anode lithium-ion batteries. The firm's proprietary 3D cell architecture increases energy density and maintains a high cycle life. It is also developing its 3D cell technology and production process for the electric vehicle and energy storage markets to help enable utilization of renewable energy. The company was founded by Mr. Harrold Jones Rust, III, Ashok Lahiri, and Murali Ramasubramanian in November 2006 and is headquartered in Fremont, CA.

Enovix Corporation

Enovix Corp

Enovix (ENVX) is currently experiencing high volatility as investors weigh the company's long-term potential in high-energy density batteries against ongoing manufacturing bottlenecks at its Malaysia facility. While community sentiment remains polarized, many participants are focused on the impact of a recent share repurchase program, the search for a major commercial purchase order, and whether the firm can successfully navigate production scaling to validate its silicon-anode technology.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is facing increased scrutiny and community debate following a series of subscription price hikes across all tiers, while investors remain closely focused on the company's ability to drive earnings through ad-revenue growth and a reinforced content budget. Despite some user pushback regarding pricing, the stock is seeing significant institutional interest and active option flow, with many participants watching for a potential breakout above key psychological resistance levels.

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 a surge in investor attention as market sentiment shifts toward its critical role in AI infrastructure, with community focus centering on massive potential orders from major hyperscalers like Google and the company's pivot to high-volume semiconductor testing. Traders are closely watching for validation of these large-scale deployments, treating the stock as a high-conviction play on the structural expansion of AI-driven chip demand.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphase Energy is rallying following a strong quarterly earnings report that beat analyst expectations and provided a positive outlook for the year. The community is actively debating the stock's potential for a long-term turnaround fueled by the growing demand for energy storage and AI infrastructure, while some traders remain cautious about broader solar sector headwinds.

Himax Technologies, Inc. is a semiconductor solution provider dedicated to display imaging processing technologies. It operates through the Driver Integrated Circuit and Non-Driver Products segments. The company's products include display drivers, timing controllers, wafer level optics, video and display technology solutions, liquid crystal over silicon silicon, complementary metal-oxide semiconductor image sensor, and power integrated circuit. Its products used in TVs, laptops, monitors, mobile phones, tablets, digital cameras, car navigation, virtual reality (VR) devices and many other consumer electronics devices. Himax Technologies was founded by Biing Seng Wu and Jordan Wu on June 12, 2001 and is headquartered in Tainan, Taiwan.

Himax Technologies - ADR

Himax Technologies, Inc.

Himax Technologies is trending as investors actively debate its long-term potential as a supplier for the Co-Packaged Optics (CPO) market, with community discussions focused on its strategic integration into next-generation AI data center roadmaps. While shareholders remain divided over the company's historical management performance, recent news cycles highlighting its role in emerging optical component supply chains have reignited interest in its growth prospects.

Soleno Therapeutics, Inc. operates as clinical-stage biopharmaceutical company, which engages in the development and commercialization of novel therapeutics for the treatment of rare diseases. It focuses on the treatment of metabolic and neurobehavioral disorder. It offers its lead candidate, Diazoxide Choline Controlled-Release (DCCR), an oral tablet for the treatment of Prader-Willi Syndrome (PWS). The company was founded on August 25, 1999 and is headquartered in Redwood City, CA.

Soleno Therapeutics Inc

Soleno Therapeutics is trading at significantly higher levels following the FDA approval of VYKAT XR, the first therapy to treat hyperphagia in Prader-Willi syndrome patients. The community is actively debating the stock's future valuation, with discussions focusing on the success of the commercial launch, potential buyout interest, and the robustness of the company's patent and safety profile against persistent short-seller criticism.

Direxion Shares ETF Trust - Direxion Daily TSLA Bull 2X ETF

Direxion Daily TSLA Bull 2X Shares

TSLL is drawing heavy trader interest as the community debates whether recent volatility and price action represent a durable support level or a setup for further downside. Investors are actively discussing the impact of leverage decay, institutional algorithmic manipulation, and conflicting sentiment regarding the long-term viability of high-growth technology promises.

“Buttcoin - The Next Bitcoin” is the memecoin version of Bitcoin. Launched on January 30, 2025, on Pump.fun, it’s a community-owned memecoin on Solana. The idea was inspired by a 4:20 minutes long YouTube video from 2013 called "The Next Bitcoin?" by James D. McMurray.

Buttcoin

Buttcoin is trending as retail investors rally behind its long-standing history as a satirical parody of the broader crypto market, with supporters frequently citing its roots dating back to early forum culture. The community is actively debating whether its longevity as a meme distinguishes it from newer projects, while others express skepticism regarding the inherent value of such assets.

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<ul class="summary-bullets"><li>FSLY stock has risen more than 157% so far in 2026, and has gained 271% in a year.&nbsp;</li><li>Fastly reported Q4 results in February, posting quarterly revenue of $172.61 million, compared to consensus expectations of $161.36 million.</li><li>Earlier this month, Scott Lovett, Fastly's President of Go to Market, sold shares worth about $1.55 million, while Artur Bergman, Chief Technology Officer, disclosed an indirect sale worth about $683,000.</li></ul>Fastly Inc. (FSLY) stock surged over 8.5% on Wednesday morning, hitting a 52-week high and soaring past Wall Street estimates.The cloud computing company’s shares reached $26.45, well above analysts’ 12-month average target of $13.71, according to data from Koyfin.Meanwhile, retail traders on Stocktwits cautioned about a flurry of selloffs by company executives, fueling concerns over long-term sustainability.<h2 class="st-heading-2">Fastly Performance</h2>FSLY stock has risen more than 157% so far in 2026, while having rallied 271% in a year, at the time of writing.While the company’s shares are currently trading at a price almost double that of Street consensus numbers, earlier this month, RBC Capital raised its price target on the company from $12 to $20. The analyst kept a ‘Sector Perform’ rating on the shares.RBC Capital touted the company’s improving execution and multiple expansion after hosting investor meetings with its management team, adding that it was positive on the company.Meanwhile, Fastly reported fourth-quarter (Q4) results in February, beating expectations. The company posted quarterly revenue of $172.61 million, compared to consensus expectations of $161.36 million. Meanwhile, it posted earnings about 116% higher than consensus estimates, reporting earnings per share of $0.12, compared to Street projects of $0.06.<h2 class="st-heading-2">Insider Selloff</h2>Despite the company’s strong performance, many executives have offloaded its shares in recent days.Earlier this month, Scott Lovett, Fastly's President of Go to Market, sold 73,715 shares worth about $1.55 million, at a weighted average price of about $21.06 per share. Meanwhile, Artur Bergman, Chief Technology Officer, disclosed an indirect sale of 40,000 shares for about $683,000. The company’s CEO, CFO, and directors have also sold shares in recent months.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail users discussed insider sales. One user pointed out the insider sales, adding that the company was not profitable and would witness a “bloodbath” soon.<stembedurl>https://stocktwits.com/antho2020/message/647839428</stembedurl>&nbsp;Another user expressed disbelief over the fact that the market was buying a company that was being sold off by company executives.<stembedurl>https://stocktwits.com/csm711/message/647872539</stembedurl>&nbsp;Retail sentiment around <a href="https://stocktwits.com/symbol/FSLY">FSLY shares</a> stayed in the ‘bullish’ territory over the past 24 hours amid ‘low’ message volumes.Meanwhile, the <a href="https://stocktwits.com/symbol/HACK">Amplify Cybersecurity ETF</a> (HACK), which tracks the global cybersecurity industry, has gained 5% in the past year, while the <a href="https://stocktwits.com/symbol/clou">Global X Cloud Computing ETF</a> (CLOU) has declined about 8.5%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Employees work at Fastly's office in San Francisco on Friday, July 20, 2018. 

FSLY Stock Hits 52-Week High, Soaring Past Street Estimates — Retail Flags Caution Over Insider Sales

Fastly shares reached $26.45 on Wednesday, well above analysts’ 12-month average target of $13.71, according to data from Koyfin. 

Equity

<ul class="summary-bullets"><li>The move marks the largest accelerated share repurchase ever executed.</li><li>The remaining shares will be determined by the stock’s average price over the term of the agreement.</li><li>The transaction is anticipated to be fully completed in Salesforce’s fiscal year 2027.</li></ul>Salesforce (CRM) said on Monday that it has kicked off a historic accelerated share repurchase, beginning the prepayment and initial delivery of roughly 103 million shares under the $25 billion ASR agreements announced earlier this month.The move marks the largest accelerated share repurchase ever executed. Salesforce finalized agreements with a mix of financial institutions. The initial 103 million shares represent about 80% of the expected repurchase under the $50 billion program approved by Salesforce’s board in February 2026.&nbsp;<h2 class="st-heading-2">Program Scope and Timing</h2>The initial 103 million shares represent about 80% of the expected repurchase under the $50 billion program approved by Salesforce’s board in February 2026. The remaining shares will be finalized based on the stock's volume-weighted average price over the term of the agreement, adjusted for discounts.&nbsp;<blockquote>“This $25 billion ASR reflects our increased conviction in the durability of our growth and cash flow trajectory.”&nbsp;-Robin Washington, President and Chief Operating and Financial Officer, Salesforce</blockquote>The transaction is anticipated to be fully completed in Salesforce’s fiscal year 2027, during either the third or fourth quarter.<a href="https://stocktwits.com/symbol/CRM">Salesforce stock</a> traded over 2% higher in Monday’s premarket.&nbsp;<h2 class="st-heading-2">The AI Fear Sell-Off&nbsp;</h2>Salesforce shares are down roughly 26% so far this year, amid concerns that general-purpose AI may reduce demand for specialized enterprise software.&nbsp;However, Dan Ives has added Salesforce to his influential AI-focused stock watchlist, signaling renewed confidence in software names.The company posted fourth-quarter earnings of $3.81 per share, surpassing the $3.05 estimate, on $11.2 billion in revenue, according to Fiscal AI data. Remaining performance obligations (RPO) grew 16% year-over-year to $35.1 billion, with total RPO up 14% to $72 billion.<h2 class="st-heading-2">How Did Stocktwits Users React?&nbsp;</h2>On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;A Stocktwits user expressed disappointment with the stock’s movement even after the share repurchase announcement.&nbsp;<stembedurl>https://stocktwits.com/stonkboy991/message/647618973</stembedurl>A bullish user said it doesn’t make sense to be short on a stock that just commenced the biggest tech buyback ever.&nbsp;<stembedurl>https://stocktwits.com/Joecris999/message/647619457</stembedurl>CRM stock has declined by over 29% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-ctmx-stock-is-soaring-pre-market-today/cZ32DRHRIfk">Why CTMX Stock Is Soaring 54% Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Salesforce stock remains down more than 3% this year, weighed down by concerns over high AI-related capital expenditures and slowing sales growth projections.

Salesforce Begins Record $25B Accelerated Share Repurchase – Here’s What It Means For Investors 

The first 103 million shares account for roughly 80% of the $50 billion repurchase plan authorized by Salesforce’s board in February 2026.

Cloud ETFs Shine Despite Market Selloff: Here's Why

Cloud ETFs are outperforming despite market jitters from Iran tensions, as AI-driven demand and strong earnings from key players lift the sector.

Traders work on the floor of the New York Stock Exchange during morning trading on February 20, 2026 in New York City. (Photo by Michael M. Santiago/Getty Images)

AI, Chip Stocks Over Software: Retail Traders Lean More On Semiconductor Plays Amid Tech Selloff

About 42% voted saying that they are buying chip and AI-related stocks in the market downturn, while only 29% revealed they are buying the software dip.

<ul class="summary-bullets"><li>The firm explained that usage tied to both large language models and next-generation AI agents could become a longer-term catalyst.&nbsp;</li><li>William Blair also noted that, beyond AI-specific demand, Fastly secured broader agreements with clients.</li><li>The company posted a fourth-quarter revenue of $172.6 million and adjusted earnings per share of $0.12, both above street estimates.&nbsp;</li></ul>Fastly Inc. (FSLY) received a vote of confidence from William Blair, which raised its rating on the cloud computing and edge platform company, citing increasing demand driven by emerging artificial intelligence applications.The firm upgraded the stock to ‘Outperform’ from ‘Market Perform’ without assigning a specific price target, according to TheFly.&nbsp;The company posted a fourth quarter (Q4) revenue of $172.6 million and adjusted earnings per share (EPS) of $0.12, both surpassing the analysts’ consensus estimates of $161.36 million and $0.06, respectively, according to Fiscal AI data.&nbsp;<a href="https://stocktwits.com/symbol/FSLY">Fastly stock</a> traded over 42% higher in Thursday’s premarket.&nbsp;<h2 class="st-heading-2">AI Demand Still In ‘Infancy,’ Says Analyst</h2>William Blair pointed to a standout quarterly performance fueled in part by expanding activity linked to agent-driven artificial intelligence tools, and added that the contribution from agentic AI “is still in its infancy”.The firm explained that usage tied to both large language models and next-generation AI agents could become a longer-term catalyst. William Blair also said that beyond AI-specific demand, Fastly secured more expansive agreements with clients committing to broader deployments that span content delivery, cybersecurity services, and computing capabilities.<h2 class="st-heading-2">Retail Traders Turn Extremely Bullish&nbsp;</h2>On Stocktwits, retail sentiment around Fastly jumped to ‘extremely bullish’ from ‘neutral’ 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_02_12_063027_png_be6959486a.webp" alt="FSLY’s Sentiment Meter and Message Volume as of 06:30 a.m. ET on Feb. 12, 2026 | Source: Stocktwits" width="924" height="99"><figcaption>FSLY’s Sentiment Meter and Message Volume as of 06:30 a.m. ET on Feb. 12, 2026 | Source: Stocktwits</figcaption></figure>The stock saw a whopping 1,392% increase in retail messages over a 24-hour period.&nbsp;A bullish Stocktwits user said the stock is ‘undervalued’ and has the potential to grow big.&nbsp;<stembedurl>https://stocktwits.com/Juststartingout14/message/644764805</stembedurl>In 2026, the company expects revenue to be between $700 million and $720 million.FSLY stock has declined by over 7% in the last 13% months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/novo-looks-to-ireland-to-scale-production-of-wegovy-pill-report/cZRT0F6R4rc">Novo Looks To Ireland To Scale Production Of Wegovy Pill: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Fastly Surges 42% Pre-Market Today — Agentic AI Traffic 'Still In Infancy', Says William Blair

William Blair upgraded the stock to ‘Outperform’ from ‘Market Perform’ and pointed to a standout quarterly performance.

After A Brutal Year, Fastly Gets An AI Boost – And Retail Is All In 

William Blair upgraded the stock to ‘Outperform’ from ‘Market Perform’ and pointed to a standout quarterly performance.


<ul class="summary-bullets"><li>CNBC and Wired reported that over 1,400 Salesforce&nbsp;employees signed a letter seeking dissociation with ICE.</li><li>Bosses at Apple and OpenAI, including several other prominent executives, have in&nbsp;recent weeks expressed concerns and called on the government to ease the crackdown on immigrants.</li><li>Salesforce will report Q4 results on Feb. 25.&nbsp;</li></ul>Over 1,400 Salesforce employees have signed off on a letter to CEO Marc Benioff to drop any potential business with the U.S. Immigration and Customs Enforcement agency, CNBC and Wired reported on Tuesday.“We are deeply troubled by recent press reports describing Salesforce pitches of AI technology to U.S. Immigration and Customs Enforcement (ICE) to help the agency ‘expeditiously’ hire 10,000 new agents and vet tip-line reports,” the letter reads.&nbsp;The letter – specifically citing the recent killings of civilians Renee Good and Alex Pretti by ICE agents in Minneapolis,&nbsp;Minnesota, as catalysts – seeks details over the services Salesforce is providing to the ICE and “pause or prohibit infrastructure, AI systems or services that enable ICE operational scale-up.”<h2 class="st-heading-2">Corporations Speak Up Against Immigration Crackdown&nbsp;</h2>The development is only the latest instance of the issue being highlighted in corporate America. Apple CEO Tim Cook and OpenAI boss Sam Altman recently&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tim-cook-sam-altman-join-corporate-chorus-against-minneapolis-violence/cmyXDirR4iV">expressed concerns</a> to staff over the increasing violence related to Donald Trump’s crackdown on illegal immigrationLast month, more than 60 CEOs signed a statement&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/us/targets-incoming-ceo-calls-minnesota-violence-incredibly-painful-2026-01-26/">calling for&nbsp;</a>de-escalation, while 450 employees from major corporations like Alphabet, Meta, and Salesforce&nbsp;circulated a letter urging their top executives to pressure the White House to withdraw Immigration and Customs Enforcement (ICE) officers from U.S. cities.The letter comes at a difficult time for Salesforce. CRM shares have slid sharply in recent weeks – it is down 27 so far in 2026 – amid&nbsp;a broad sell-off in technology stocks. Investors are&nbsp;concerned that&nbsp;AI models could undermine the growth prospects of software companies, including Salesforce.<h2 class="st-heading-2">Recent News, Upcoming Earnings</h2>Salesforce will report its fourth-quarter results on Feb. 25. Analysts expect revenue to rise by nearly 12% to $11.2 billion and adjusted profit to rise by nearly 10% to $3.05 per share.Dan Ives recently&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/salesforce-service-now-rejoin-dan-ives-ai-watchlist-after-software-sell-off/cZbHUrwR48C">reinstated</a> Salesforce and ServiceNow to his influential AI-focused stock watchlist, signaling renewed confidence in the companies.Business Insider&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.businessinsider.com/salesforce-cuts-jobs-executive-changes-2026-2">reported</a> on Tuesday that the company removed 1,000 roles across marketing, product management, data analytics, and the Agentforce AI teams earlier this month. An official statement in this regard hasn’t been released.On Stocktwits, retail sentiment for CRM has been climbing since the start of last week, and was ‘extremely bullish’ as of early Wednesday.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/wdc-sndk-stx-stocks-lead-memory-chip-dip-despite-soaring-prices-is-ai-rally-stalling/cZb6TSSR4py">WDC, SNDK, STX Stocks Lead Memory Chip Dip Despite Soaring Prices: Is AI Rally Stalling?</a>&nbsp;

Salesforce Reckons With Internal Turmoil Over Doing ICE Contracts Weeks Ahead Of Key Q4 Earnings

Employees are asking CEO Marc Benioff to cease any business with the government’s immigration agency. 

CRM Stock In Focus: Salesforce Grapples With ICE Controversy Ahead Of Q4 Earnings

Employees are asking CEO Marc Benioff to cease any business with the government’s immigration agency. 


Dan Ives, managing director at Wedbush Securities, has added Salesforce Inc. (CRM) and ServiceNow Inc. (NOW) to his influential AI-focused stock watchlist, signaling renewed confidence in major software names that recently faced heavy selling.In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/DivesTech/status/2020823895931314555">post</a> on X, Ives noted that he is restoring Salesforce and ServiceNow to his IVES AI 30 roster after having previously removed them in December.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_09_064748_png_57bdb9c462.webp" alt="Screenshot 2026-02-09 064748.png" width="660" height="247"></figure><h2 class="st-heading-2">Was Software Selloff Overdone?</h2>Ives described the recent sell-off in software as an overreaction that unfairly punished heavyweight software stocks, debunking the notion that the businesses were fundamentally flawed.&nbsp;According to Ives, the recent flurry of AI tools released by companies like Anthropic, aimed at automating high-value work, has sparked fears that software budgets may shrink as AI takes over tasks traditionally handled by enterprise applications.&nbsp;Additionally, solutions like OpenClaw, which operate across operating systems and applications to automate tasks, have raised questions about the future role of software providers. Despite these concerns, Ives believes the sell-off in tech stalwarts is overdone.<h2 class="st-heading-2">The AI List And Tech Rally Prediction&nbsp;</h2>In December, Ives released an&nbsp;updated AI 30 list, removing SoundHound Inc. (SOUN), ServiceNow, and Salesforce, and adding CoreWeave Inc. (CRWV), Iren (IREN), and Shopify Inc. (SHOP).He had also anticipated another year of gains in 2026, projecting that major technology names could climb roughly 20% in 2026 as AI expands into broader commercial uses.&nbsp;<h2 class="st-heading-2">Morgan Stanley Sees Opportunities In Tech Stocks</h2>According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-02-09/morgan-stanley-s-wilson-says-tech-rally-can-run-further-on-ai?srnd=homepage-americas">report</a>, Morgan Stanley strategists say U.S. technology stocks have room to climb further as optimism around artificial intelligence strengthens revenue prospects.&nbsp;The research team, led by Michael Wilson, notes that revenue growth projections for top technology companies have reached “multi-decade highs,” while valuations have eased following recent volatility. At the same time, the downturn in software equities has created “attractive entry points” for investors, cited the report.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-ritr-stock-surge-pre-market-today/cZbHUdFR48U">Why Did RITR Stock Surge 36% Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Dan Ives speaks at BTC, ETH and WLD are Friends on September 16, 2025 in Washington, DC.

Salesforce, ServiceNow Rejoin Dan Ives’ AI Watchlist After Software Sell-Off

In a post on X, Ives noted that he is restoring these two stocks to his IVES AI 30 roster after having previously removed them in December.

Should You Invest in the Global X Cloud Computing ETF (CLOU)?

<ul class="summary-bullets"><li>The authorization covers a two-year period spanning fiscal years 2026 and 2027.</li><li>The company expects to fund the buybacks using cash on hand, future operating cash flow, or additional capital raising, including debt or equity-linked instruments.</li><li>Last week, Wix.com launched a new flagship AI website builder, which will be showcased in a Super Bowl LX commercial on February 8.</li></ul>Shares of Wix.com (WIX) gained nearly 7% on Wednesday after the web developer announced that its board of directors approved a new share repurchase program of up to $2 billion.The authorization covers a two-year period spanning fiscal years 2026 and 2027 and allows Wix to repurchase ordinary shares and/or convertible notes. The company said the program is supported by strong cash generation from operations. Under the authorization, repurchases may be carried out through open-market transactions or privately negotiated deals.The company expects to fund the buybacks using cash on hand, future operating cash flow, or additional capital raising, including debt or equity-linked instruments. Wix emphasized that the program does not obligate it to buy back any specific amount of securities and may be suspended or discontinued at any time at the company’s discretion.<h2 class="st-heading-2">Retail Reaction</h2>Despite the sharp pre-market gains, retail sentiment for <a href="https://stocktwits.com/symbol/WIX">WIX</a> on Stocktwits shifted to ‘neutral’ from ‘bullish’ a day earlier, amid ‘high’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/Wix_jpg_d481853b53.webp" alt="Wix.jpg" width="924" height="97"><figcaption>WIX's Sentiment Meter and Message Volumes in Premarket on Jan. 28, 2026 | Source: Stocktwits</figcaption></figure>The buyback approval could come as welcome news for the stock, which has been under intense selling pressure, declining nearly 62% over the past year and 16% so far in 2026.However, a user said the ‘drop is creating a potential early buy setup’.<stembedurl>https://stocktwits.com/Information_Master/message/643030207</stembedurl>Another user sees a 50%-100% gain in the stock in 2026.<stembedurl>https://stocktwits.com/Easymoney48/message/642945429</stembedurl>Last week, Wix.com launched Wix Harmony, a new flagship AI website builder that combines AI-driven creation with precise design control. The company also added that it would air a Super Bowl LX commercial focusing on the platform on February 8, 2026. The stock has gained around 15% since then.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/nasdaq-sp500-futures-higher-nvda-meta-asml-alt-tsla-stocks-to-watch/cmyXUQAR4in">Nasdaq, S&amp;P 500 Futures Edge Higher Ahead Of Fed Decision, Mag 7 Earnings Kick Off: Why NVDA, ASML, ALT, AI, UUU Are On Traders' Radar Today</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

In this photo illustration, the logo of Wix.com Ltd. is displayed on a smartphone screen, with the company's minimalist black-and-white branding visible in the background. (Photo illustration by Cheng Xin/Getty Images)

Why Did WIX Stock Jump 7% In Pre-Market Today?

Shares of Wix.com (WIX) gained nearly 7% on Wednesday after the web developer announced that its board of directors approved a new share repurchase program of up to $2 billion.

The company’s board of directors approved a new share repurchase program of up to $2 billion.

<ul class="summary-bullets"><li>As per analyst William V. Power of Baird, Zoom’s $51 million investment in Anthropic could now be worth between $2 billion and $4 billion, assuming Anthropic’s rumored current valuation of about $350 billion.&nbsp;</li><li>According to a report from the Wall Street Journal earlier this month, Anthropic is planning to raise about $10 billion at a valuation of $350 billion.</li><li>Baird maintained an ‘Outperform’ rating on Zoom’s shares with a price target of $95.</li></ul>Shares of Zoom Video Communications Inc. (ZM) soared nearly 11% on Monday, reaching a 52-week high of $94.83 in mid-day trade and the highest price it has been since closing at $97.44 on Aug. 22, 2022, according to data from Yahoo Finance.According to analyst Baird Equity Research, the market has been focused mostly on the video-call company’s ability to reaccelerate revenue growth and capture AI opportunities gradually.However, "the quieter, hidden gem" for Zoom is likely its $51 million investment in Claude-maker Anthropic in 2023, the analyst told investors in a note, according to TheFly.In May 2023, Zoom made an investment in Anthropic and also partnered with the company to use Claude to build customer-facing AI products.<h2 class="st-heading-2">Analyst Rationale</h2>As per William V. Power of Baird, Zoom’s $51 million investment in Anthropic, that was valued at about $4.5 billion at the time, could now be worth between $2 billion and $4 billion, assuming Anthropic’s rumored current valuation of about $350 billion.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/tech/ai/anthropic-raising-10-billion-at-350-billion-value-62af49f4?mod=article_inline&amp;adobe_mc=MCMID%3D56195001721718271932194188824520077816%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1769449041&amp;_gl=1*ov1zdw*_gcl_au*MzY1MzQyMDc0LjE3NjQ4NDAzNjQ.*_ga*MjQ4MjIzOTU1LjE3NjQ4NDAzNjQ.*_ga_K2H7B9JRSS*czE3Njk0NDYzNjEkbzI5JGcxJHQxNzY5NDQ3MzU0JGo1NyRsMSRoMTcwNzY4MTk1NA..">report</a> from the Wall Street Journal earlier this month, Anthropic is planning to raise about $10 billion at a valuation of $350 billion. The funding will follow a $13 billion investment in Sept. 2025 that valued the company at $183 billion at the time."ZM is literally invested in Anthropic’s Claude success, and as Anthropic IPO rumors accelerate, the investment could become even more meaningful," Baird’s Power said in a research note, according to <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://in.investing.com/news/stock-market-news/zoom-stock-surges-as-baird-highlights-anthropic-investment-value-93CH-5203968">Investing.com</a>.According to the analyst, Zoom reported $406.1 million as gains on strategic investments in the third-quarter (Q3), which Baird says was largely a result of its Anthropic investment. This improved the company’s GAAP earnings per share (EPS) by $1.33 in the quarter.Baird maintained an ‘Outperform’ rating on Zoom’s shares with a price target of $95, the current level at which the stock is trading.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/ZM">ZM shares</a> jumped to ‘bullish’ from ‘neutral’ territory in the past 24 hours, and message volumes increased to ‘high’ from ‘normal’ levels.<figure class="image"><img src="https://news.stocktwits-cdn.com/Zoom_sentiment_png_7fd15d4a8d.webp" alt="On Stocktwits, retail sentiment around ZM shares jumped to ‘bullish’ from ‘neutral’ territory in the past 24 hours and message volumes increased to ‘high’ from ‘normal’ levels." width="1281" height="156"></figure>&nbsp;One bullish user noted that video conferencing has become popular on TV as well as in the corporate world, adding that ‘this is an easy call’ for them.<stembedurl>https://stocktwits.com/Monroe53/message/642902165</stembedurl>&nbsp;Shares of ZM have risen over 16% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

8 May 2024, Baden-Württemberg, Rottweil: The Zoom video conferencing app can be seen on the display of a smartphone.

Zoom Stock Soars Almost 11% — What’s The 'Hidden Gem' That Baird Sees?

According to Baird, "the quieter, hidden gem" for Zoom is likely its $51 million investment in Anthropic in 2023, as per the TheFly. 

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