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Far below the surface, where light no longer reaches and noise collapses into silence, the Sperm Whale endures.  It does not rely on speed or spectacle. It survives through mass, intelligence, and absolute awareness of its surroundings.  This project is shaped by the same principle — strength formed under pressure, movement guided by understanding, and conviction built where others cannot remain.  While the surface reacts, the deep decides.

The Sperm Whale

SPERMWHALE is trending as the community debates its potential to break through previous highs and drop a zero amidst high social media activity. While some traders express skepticism regarding its longevity, others are actively encouraging aggressive accumulation and engagement to fuel a rally.

Dumb SEND IT

The $DSIT (Dumb SEND IT) community is aggressively pushing for a breakout, driven by the anticipation of official chart integration and a forthcoming website launch. Holders are actively engaged in community-led pump efforts and air-drop incentives, positioning the token as a resilient, community-driven play against skeptics and early profit-takers.

eBay, Inc. is a commerce company, whose platforms include an online marketplace and its localized counterparts, including off-platform businesses in South Korea, Japan, and Turkey, as well as eBay’s suite of mobile apps. It offers a platform for various product categories, including parts and accessories, collectibles, fashion, electronics, and home & garden. eBay generates revenue mainly through fees from sales, payment processing, and advertising. The company was founded by Pierre Morad Omidyar in September 1995 and is headquartered in San Jose, CA.

EBay Inc.

eBay Inc

eBay is trending following media reports that GameStop is building a stake in the company as a potential acquisition target, sparking widespread debate among investors over the financial feasibility and strategic logic of a merger. Community discussions are highly polarized, with many skeptical of the deal's mechanics while others are closely tracking institutional data and potential share accumulation patterns.

Cadrenal Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in developing novel therapy. It develops tecarfarin, a novel therapy with orphan drug indication, designed for the prevention of systemic thromboembolism of cardiac origin in patients with end-stage renal disease and atrial fibrillation. The company was founded by Quang X. Pham and Matthew K. Szot on January 25, 2022 and is headquartered in Ponte Vedra, FL.

Cadrenal Therapeutics Inc

Cadrenal Therapeutics, Inc.

Cadrenal Therapeutics is currently in the spotlight following the announcement of a preliminary Phase 3 trial design for its lead candidate, CAD-1005, aimed at treating heparin-induced thrombocytopenia. While some community members are optimistic about the company's clinical pipeline and potential regulatory progress, others are expressing significant skepticism due to heavy bot-driven social media activity and concerns over the company's long-term capital needs.

Sanofi engages in the research, production, and distribution of pharmaceutical products. It operates through the Biopharma segment, which comprises commercial operations and research, development and production activities relating to the specialty care, general medicines and vaccines franchises plus support and corporate functions, for all geographical territories. The company was founded in 1973 and is headquartered in Paris, France.

Sanofi - ADR

Sanofi-Aventis

Sanofi is currently attracting significant investor attention as market participants speculate on the company's M&A strategy, particularly regarding potential acquisitions in the obesity, MASH, and immunology sectors. Community discourse is heavily focused on Sanofi's recent pipeline developments and the perceived need for the pharmaceutical giant to expand its portfolio to counter long-term patent cliff challenges.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is trending following reports that the company is preparing a potential takeover bid for eBay, fueling community speculation on how a strategic merger could transform the retailer into a larger e-commerce powerhouse. The stock is currently dominated by intense retail participation and heightened options activity as traders debate the viability of a large-scale acquisition, potential dilution, and the broader implications for the company's long-term growth trajectory.

Assertio Holdings, Inc. is a commercial pharmaceutical company, which engages in acquisitions, licensing, and mergers. The firm focuses on portfolio of neurology, inflammation, and pain medications. Its products include INDOCIN, Sympazan, Otrexup, SPRIX, CAMBIA, and Zipsor. The company was founded on August 7, 1995 and is headquartered in Lake Forest, IL.

Assertio Holdings Inc

Investors are actively debating the potential for an acquisition or significant strategic shift as the company continues to hold substantial cash relative to its market capitalization. Community sentiment remains polarized, with many stakeholders expressing frustration over recent management decisions while others look for catalysts like NCCN guideline updates for Rolvedon to unlock value.

Seres Therapeutics, Inc. engages in the development of biological drugs through microbiome therapeutics platform. Its product pipeline includes SER-109, SER-287, SER-301, and SER-401. The company was founded by Geoffrey von Maltzahn, David A. Berry, and Noubar B. Afeyan on October 18, 2010 and is headquartered in Cambridge, MA.

Seres Therapeutics Inc

Seres Therapeutics is experiencing heightened investor attention driven by unusual volume and sustained price momentum, sparking renewed community discussions regarding potential buyout scenarios or strategic partnerships. Shareholders remain focused on whether this activity signals a significant corporate development ahead of upcoming fiscal windows, despite ongoing caution from some market participants wary of historical volatility.

Pinterest, Inc. engages in the operation of a pinboard-style photo-sharing website. It allows users to create and manage theme-based image collections such as events, interests, and hobbies. The company was founded by Benjamin Silbermann, Paul Cahill Sciarra, and Evan Sharp in October 2008 and is headquartered in San Francisco, CA.

Pinterest Inc - Ordinary Shares - Class A

Pinterest Inc

Pinterest is experiencing significant volatility as investors react to a revenue miss and cautious forward guidance, while the community actively debates whether the stock is an oversold value opportunity or a long-term play in need of new leadership. Sentiment remains divided between those betting on a technical bounce supported by the company's strong cash position and those frustrated by management's inability to capitalize on a large, active user base.

Jupiter is a cryptocurrency exchange platform on the Solana blockchain, offering features such as token swapping, limit orders, dollar-cost averaging, and a bridge for asset transfers to Solana. It provides users with tools to find the best trading prices and includes a beta version for perpetual futures trading. Jupiter finds the best price route for your swap by aggregating all the major liquidity sources on Solana.

Jupiter

Jupiter is gaining traction as community members emphasize its long-standing presence on the Solana network and its position on the JUP Strict List. Discussion centers on the project's 'joke meta' origins and a persistent effort to build long-term community engagement through regular social media interaction.

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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.

Current Price	$21.05
Prev Close	$19.97
Open	$20.62
Dividend Yield	N/A
50-Day Moving Average	$19.45
Beta	N/A
Avg. Volume	293,520.50
PE Ratio	N/A

52-Week High	$24.32
52-Week Low	$17.52
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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