SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Dumb SEND IT

Community members are actively rallying around DSIT, pushing for aggressive buying and holding to drive the token toward higher market cap milestones. The project, led by a highly active developer, has gained traction on social platforms with followers citing a 'dumb send it' energy and anticipation of upcoming chart updates and airdrop incentives.

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 community interest driven by speculation surrounding upcoming burns and broader market sentiment regarding potential regulatory clarity. Holders are actively discussing long-term recovery efforts, including project development on the chain and hopes for a major supply reversal, while skeptics remain focused on the token's historical volatility.

"What's Updog?" is a Community Led token.

UpDog

UpDog is surging in visibility as community members rally around its organic growth and long-standing presence on the Solana network. Investors are actively discussing whale accumulation and trending activity, fueling a wave of bullish sentiment around the project's longevity.

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

Dogecoin

Dogecoin is capturing significant community attention as investors debate its long-term potential and consolidation patterns. Enthusiasts are actively sharing bullish outlooks and comparing the asset to other meme coins, while some traders express frustration over current price stagnation and recent market volatility.

The White Alien has arrived. The countdown to domination starts now.

The White Alien

Investors are actively circulating the token across social platforms as the community rallies around its unique aesthetic and speculative potential. The conversation is largely driven by collective engagement and influencer mentions, fueling increased interest within the meme coin sector.

ETHGas is a Blockspace Infrastructure protocol that decomposes Ethereum blockspace into tradable, composable block units, enabling real‑time block production and laying the foundation for a crypto‑native commodities market for gas. By restructuring gas as a financial primitive, ETHGas unlocks: - Faster block times (sub‑second confirmations vs 12‑second Ethereum blocks) through real‑time sequencing. - A futures/forward market for gas, enabling the creation of a native Ethereum yield curve. - Gas abstraction for end users via the Open Gas Initiative, removing gas volatility and shifting costs to protocols. - Commoditization of blockspace, similar to energy or metals markets in traditional finance.

ETHGas

GWEI is attracting significant investor attention as its novel approach to predicting and locking in Ethereum gas fees gains traction among users. The community is actively discussing its recent momentum, exchange listings, and perceived utility in solving long-standing friction points within the Ethereum ecosystem.

Diamondback Energy, Inc. is an independent oil and natural gas company, which engages in the acquisition, development, exploration, and exploitation of unconventional, onshore oil, and natural gas reserves. It operates through the Upstream and Midstream Services segments. The Upstream segment focuses on the Permian Basin operations in West Texas. The Midstream Services segment is involved in the Midland and Delaware Basins. The company was founded in December 2007 and is headquartered in Midland, TX.

Diamondback Energy Inc

Diamondback Energy is capturing investor interest as market analysts highlight its strong production performance and operational efficiency within the Permian Basin amid ongoing geopolitical volatility in energy markets. The community remains focused on the company's dividend stability, capital return strategy, and its resilience as a pure-play energy operator despite broader sector fluctuations.

Marathon Petroleum Corp. engages in the refining, marketing, and transportation of petroleum products. It operates through the Refining and Marketing, and Midstream segments. The Refining and Marketing segment includes refining crude oil and other feedstocks, purchasing ethanol, and refined products for resale and distribution of refined products. The Midstream segment refers to transportation, storing, distribution, and marketing of crude oil and refined products. The company was founded in 1887 and is headquartered in Findlay, OH.

Marathon Petroleum Corp

Marathon Petroleum is trending as traders debate the company's reliance on midstream assets like MPLX to offset refining margin pressures amid volatile energy prices. The community is actively discussing the stock's recent valuation correction and conflicting outlooks from analysts regarding its long-term growth potential and capital return programs.

Valero Energy Corp. engages in the manufacture and marketing of transportation fuels and other petrochemical products. It operates through the following business segments: Refining, Ethanol and Renewable Diesel. The Refining segment consists of refining operations, associated marketing activities, and logistics assets that support its refining operations. The Ethanol segment includes its ethanol operations, associated marketing activities, and logistics assets that support its ethanol operations. The Renewable Diesel covers the operations of Diamond Green Diesel Holdings LLC. The company was founded in 1980 and is headquartered in San Antonio, TX.

Valero Energy Corp.

Valero Energy is trending as investors weigh tightening refining margins against geopolitical volatility, while the community discusses the stock's potential as a play on shifting global energy supply chains. Market participants are closely watching the balance between operational resilience at its facilities and the broader macroeconomic impact of energy price fluctuations.

Colgate-Palmolive Co. engages in the manufacturing and distribution of consumer products. It operates through the Oral, Personal, and Home Care, and Pet Nutrition segments. The Oral, Personal, and Home Care segment includes toothpaste, toothbrushes, mouthwash, bar and liquid hand soaps, shower gels, shampoos, conditioners, deodorants and antiperspirants, skin health products, dishwashing detergents, fabric conditioners, household cleaners, and other similar items. The Pet Nutrition segment offers specialty pet nutrition products manufactured and marketed by Hill’s Pet Nutrition. The company was founded by William Colgate in 1806 and is headquartered in New York, NY.

Colgate-Palmolive Co.

Colgate-Palmolive is attracting attention as investors rotate into defensive consumer staples amid market volatility and persistent geopolitical risks impacting energy sectors. Community discussion is focused on the company's resilient dividend track record and strategic productivity initiatives as institutional interest remains high.

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<ul class="summary-bullets"><li>Shares of the company tumbled more than 13% on Friday, the most since May 3, 2024.</li><li>Retail traders on Stocktwits, however, dismissed the selloff as an overreaction.&nbsp;</li><li>Earlier, BTIG commented on Anthropic's Claude Mythos model release, saying investor reactions were based on an incorrect reading of its impact.</li></ul>Shares of Cloudflare Inc. (NET) tumbled more than 13% on Friday, heading for the steepest one-day decline since May 3, 2024.The internet security company appears to be caught up in the larger software rout as Software-As-A-Service (SaaS) companies have been bleeding out since Anthropic’s massive revenue run rate announcement as well as updates on its agentic artificial intelligence tools that spooked markets this week.Retail traders on Stocktwits, however, dismissed the selloff as an overreaction. Cloudflare is an American technology company that provides content delivery network, cybersecurity, and domain registration services, among others, operating mainly as a reverse proxy to enhance website performance and security.<h2 class="st-heading-2">What’s Retail Saying?</h2>Retail sentiment on Stocktwits around NET stock jumped from ‘bearish’ to ‘bullish’ over 24 hours, while single-day message volumes shot up about 988%, according to platform data.One bullish user said that Cloudflare was not a SaaS company and the selloff was misplaced.<stembedurl>https://stocktwits.com/wall_street13/message/649949833</stembedurl>Another user called it an "overreaction," adding that the company was largely an infrastructure provider.<stembedurl>https://stocktwits.com/_sansan_/message/649951306</stembedurl>A third user said that the internet would not exist without Cloudflare.<stembedurl>https://stocktwits.com/EderT/message/649953725</stembedurl>Yet another user called the selloff a “gift” for dip buyers.<stembedurl>https://stocktwits.com/PicoPies/message/649939338</stembedurl><h2 class="st-heading-2">What’s Happening With Anthropic?</h2>Earlier this week, <a href="https://stocktwits.com/news-articles/markets/equity/nvidia-amazon-apple-partner-with-anthropic-on-ai-cybersecurity-effort-project-glasswing/cZJBGALRIqT">Anthropic launched Project Glasswing</a>, a cybersecurity initiative alongside major technology companies to improve software security. The company said that it would leverage its unreleased frontier AI model, Claude Mythos Preview, to detect and defend vulnerabilities faster than traditional methods.The Claude-maker also launched a new product that would make it easier for companies to build and deploy their own AI agents. The company also reported $30 billion in revenue run rate, dethroning OpenAI on this key metric.Anthropic’s launches have stoked concerns over a disruption in the SaaS and cybersecurity sectors, sending <a href="https://stocktwits.com/news-articles/markets/equity/now-snow-zs-intu-stocks-plummet-anthropic-connection/cZJWKWuRIsS">shares of multiple software stocks tumbling</a>.Analysts, however, have also dismissed the concerns. Earlier, BTIG commented on Anthropic's Claude Mythos model, saying investor reactions were based on an incorrect reading of its impact, according to TheFly. The analyst said that it believes Anthropic is "effectively giving the world a warning on the increased cyber risk associated with AI," which would ultimately drive more demand for cybersecurity vendors, not less.<a href="https://stocktwits.com/symbol/net">NET stock</a> has gained more than 62% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Cloudflare logo is seen displayed on a smartphone screen. 

NET Stock Heads For Worst Drop In Over 2 Years — Retail Goes Bottomfishing Amid Software Selloff

Cloudflare appears to be caught up in the larger software rout after Anthropic’s latest revenue run rate announcement and new AI product launches. 

Equity

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

<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. 

<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.

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