SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Maulcoin

Maulcoin is trending as its community, the 'Maulers,' aggressively rallies behind the project's recent ticker recovery and preparation for a visual chart listing. Supporters are framing the asset as an organic, community-led alternative to 'pump-and-dump' schemes, actively recruiting new holders to increase volume and reach higher market cap milestones.

The Aircoin memecoin was born from a viral Twitter post from March, 2014 which proclaimed the following:   Evolution: 1. Aircoin 2. Fartcoin 3. Artcoin  Aircoin was launched in August, 2025 and CTO'd twice, with the second CTO team bringing vast experience and expertise to the project. The team includes industry veterans and visual arts professionals.  Aircoin is destined for greatness as a premier memecoin on the BONK.fun platform.

aircoin

The AIRCOIN community is rallying behind a 'hold culture' narrative, fueled by significant supply locks through its 'Airlock' mechanism and daily engagement efforts. Investors are actively contrasting the project's long-term building focus and community-owned treasury against the typical volatility and 'rug-pull' risks of other memecoins.

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

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir Technologies is experiencing heightened volatility and intense social media debate following a public endorsement from Donald Trump that sought to counter a negative short-selling narrative led by Michael Burry. While the stock has faced downward pressure due to sector-wide software sell-offs and competitive concerns, the community remains sharply divided between those viewing the presidential mention as a bullish catalyst for government contracting and skeptics who see it as a distraction from the company's valuation and ongoing ethical controversies.

REalloys, Inc. is engaged in the rebuilding of domestic supply chain resilience for rare earth elements and magnets. It is involved in recycling, mining, oxide production, metallization, alloying, and magnet manufacturing. The company was founded on October 4, 2011 and is headquartered in Boca Raton, FL.

REalloys Inc.

REalloys Inc. is trending as investors focus on its pivot to building a domestic heavy rare earth metallization facility designed to replace Chinese-sourced materials in U.S. defense supply chains. The community is actively debating the company's long-term potential as a critical defense contractor against concerns regarding its pre-revenue status and capital structure.

Lightwave Logic, Inc. is a development stage company which engages in the commercialization of electro-optic photonic devices. The firm offers the P2ICTM technology platform which uses in-house proprietary organic polymers. Its products include electro-optical modulation devices and proprietary polymer photonic integrated circuits. The company was founded on June 24, 1997 and is headquartered in Englewood, CO.

Lightwave Logic Inc

Lightwave Logic is currently capturing significant attention due to its expanding foundry partnerships and progress in integrating proprietary optical polymer technology into silicon photonics platforms, fueling community optimism around its role in the AI data infrastructure race. While some traders are focused on the stock's recent technical breakout and potential for a short squeeze, others remain cautious, debating whether current valuations are justified given the company's long-term commercial timeline and the ongoing volatility across the sector.

Fartcoin is a meme-driven cryptocurrency where users can submit their best fart jokes or memes to earn initial tokens. Each transaction triggers a hilarious 'Gas Fee' effect, complete with a digital fart sound for maximum comedic impact.

Fartcoin

Fartcoin continues to dominate social media chatter as the community debates its long-term viability, with many comparing it to other Solana-based meme tokens and speculating on its future price movements. While supporters emphasize strong community engagement and momentum, critics remain vocal about the token's nature as a speculative asset prone to high volatility.

Peabody Energy Corp. engages in the business of coal mining. It operates through the following business segments: Seaborne Thermal, Seaborne Metallurgical, Powder River Basin, Other U.S. Thermal, and Corporate and Other. The Seaborne Thermal segment consist of mines in New South Wales, Australia. The Seaborne Metallurgical segment includes mines in Queensland, Australia, one in New South Wales, Australia and one in Alabama, USA. The Powder River Basin segment focuses on mines in Wyoming. The Other U.S. Thermal segment reflects on the mining, preparation and sale of thermal coal, sold primarily to electric utilities in the U.S. under long-term contracts, with a relatively small portion sold as international exports as conditions warrant. The Corporate and Other segment involves administrative expenses, results from equity method investments, trading and brokerage activities, minimum charges on certain transportation-related contracts, the closure of inactive mining sites, the impact of foreign currency remeasurement and certain commercial matters. The company was founded by Francis S. Peabody in 1883 and is headquartered in St. Louis, MO.

Peabody Energy Corp. - Ordinary Shares New

Peabody Energy is trending as investors weigh the company's recent operational updates against a broader market push for coal-based energy solutions. The community is actively debating the stock's future, balancing concerns over recent production forecasts and mine-specific challenges with optimism about potential rare earth mineral testing and the sector's long-term role in powering AI data centers.

TRUMP is a politics-themed digital coin built on the Solana blockchain that uses the brand of Donald Trump to foster a community-driven ecosystem. As a community-focused asset, it is designed to bridge political support with web ownership, operating within the PolitiFi sector to blend political movements with decentralized finance tools. The project's main value proposition lies in its official ties to Donald Trump’s media and business brands, which allows it to provide unique physical utility such as invitations to gala dinners and meetings at Mar-a-Lago.  The token serves as the primary currency for the officially licensed Trump Billionaires Club mobile and web game, where it is used for in-game purchases and unlocking features. By leveraging the Solana blockchain, the project ensures that these in-game actions and token transfers remain fast and cost-effective. The ecosystem remains stable through a programmatic release schedule that introduces new tokens slowly to prevent supply shocks, alongside the use of specialized market makers to maintain consistent liquidity for traders.  Holders can also participate in liquidity sharing by providing their tokens to automated systems to facilitate trading for others, often earning rewards or prizes in return. Beyond digital utility, holding a specific amount of the token is a requirement for attending exclusive real-world events, including VIP parties at Mar-a-Lago. The project is managed by the Trump Meme Team and is linked with Trump Media, with an investor base that includes a wide range of retail buyers and large holders who utilize secure custody services for their assets.

Trump For President

The $TRUMP crypto token is experiencing extreme volatility and intense community debate as participants react to ongoing geopolitical tensions, allegations of financial grift, and controversial social media activity surrounding the Trump administration. Traders are actively divided between those betting on speculative price rallies driven by potential event-based catalysts and others heavily criticizing the project as a fraudulent scheme.

PENGU is the official coin of Pudgy Penguins.  Pudgy Penguins has become the face of crypto with one of the most influential communities in the industry. From large companies wearing the Penguin, to being featured in ETF commercials, to garnering millions of followers and over 100 billion views, the Pengu has become a cultural icon making PENGU the world’s social currency.  PENGU allows for the ever-expanding Pudgy Penguin fanbase and the hundreds of millions of people outside of crypto that see and share the Pudgy Penguin everyday, to join The Huddle. PENGU is a symbol for community, memes, and good vibes.  Believe in Pengu. Believe in the Prophecy.

Pudgy Penguins

Pudgy Penguins is trending as holders discuss its transition from a niche digital asset into a 'phygital' powerhouse, highlighted by widespread retail presence in major stores and the recent launch of a Visa-backed spending card. The community is actively debating the project's long-term utility and potential for price momentum, with many investors using current market fluctuations as a buying opportunity to DCA into their positions.

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 seeing heightened market volatility and community engagement as investors react to the sentencing of co-founder Do Kwon and evolving exchange listing statuses. While some participants are wary of potential delistings and the project's long-term viability, many in the community remain focused on potential recovery catalysts like token burns and the growth of decentralized ecosystem projects.

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Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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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	$17.60
Prev Close	$18.71
Open	$18.69
Dividend Yield	N/A
50-Day Moving Average	$19.43
Beta	N/A
Avg. Volume	243,686.30
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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