SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

$SWEAT is the beating heart of the Movement Economy—a groundbreaking token that transforms physical activity into real-world value. Minted through movement, $SWEAT rewards your steps with a crypto asset that you can earn, trade, or grow. The team states that their app has increased their users’ physical activity by an average of 20%, creating a healthier society and reducing burdens on global healthcare systems. With over 20 million holders, SWEAT is eliminating barriers and making Web3 accessible to everyone, one step at a time.

Sweat Economy

Sweat Economy ($SWEAT) is trending amid active community speculation regarding its future potential, with many debating whether the 'move-to-earn' crypto is a deep value buy or a pump-and-dump. Despite its current low valuation, some users are accumulating, hoping it 'will rise one day' from its long slump.

The Compound Governance Token is a governance token on the Compound Finance lending protocol, COMP allows the owner to delegate voting rights to the address of their choice; the owner’s wallet, another user, an application, or a DeFi expert. Anybody can participate in Compound governance by receiving delegation, without needing to own COMP.  Anybody with 1% of COMP delegated to their address can propose a governance action; these are simple or complex sets of actions, such as adding support for a new asset, changing an asset’s collateral factor, changing a market’s interest rate model, or changing any other parameter or variable of the protocol that the current administrator can modify.

Compound

Compound is trending amid growing anticipation of a major bullish reversal, driven by its near-max token supply after recent dilution, upcoming V4 developments and strategic partnerships, alongside whispers of increasing institutional accumulation in the DeFi sector.

Pump.fun

PUMP is seeing highly polarized discussion amid news of legal challenges and fraud allegations targeting its associated platform, though its community remains active, with some highlighting platform buybacks and its central role in the broader Solana meme coin ecosystem.

Arbitrum is one of the leading Ethereum scaling solutions bringing cheap transactions to tens of thousands of users in an environment that feels very similar to Ethereum. It is an optimistic rollup and the leading L2 in terms of TVL. Some of the largest dApps live on Arbitrum include GMX, Radiant, Uniswap V3, and Gains Network.

Arbitrum

Arbitrum is trending due to its pivotal role in Robinhood's tokenized stock platform and PayPal's stablecoin, solidifying its position as a leading Ethereum Layer 2 for real-world asset tokenization; however, community discourse highlights persistent concerns over monthly token unlocks and price performance.

Synthetix is a decentralized perpetual futures protocol built on Ethereum Mainnet. Synthetix uses a hybrid design — off-chain order matching on a high-performance CLOB with on-chain settlement — to deliver low latency, deep liquidity, and MEV-resistant execution while keeping custody and finality on Ethereum. Traders get CEX-like performance with on-chain security and composability. The protocol’s liquidity is provided by the Synthetix Liquidity Provider (SLP) vault and backstopped by staked SNX collateral, which underwrites the issuance of the sUSD stablecoin and the solvency of the SLP vault.

Synthetix Network 

Synthetix (SNX) is generating significant buzz due to a highly anticipated $1 million trading competition for its new Ethereum mainnet perpetuals DEX, alongside the recent announcement of an end to token inflation and the upcoming launch of buybacks with Perps v3. The community is actively discussing a potential breakout and recovery, driven by increasing trading volume and strategic platform developments, though some express caution regarding rapid pumps.

Live Nation Entertainment, Inc. operates as an entertainment company. The firm engages in producing, marketing, and selling live concerts for artists via its global concert pipe. It operates through the following segments: Concerts, Sponsorship and Advertising, and Ticketing. The Concerts segment is involved in the promotion of live music events in owned or operated venues and in rented third-party venues. The Sponsorship and Advertising segment manages the development of strategic sponsorship programs in addition to the sale of international, national, and local sponsorships and placement of advertising such as signage, promotional programs, rich media offerings, including advertising associated with live streaming and music-related content, and ads across its distribution network of venues, events, and websites. The Ticketing segment is involved in the management of the global ticketing operations, including providing ticketing software and services to clients, and consumers with a marketplace, both online and mobile, for tickets and event information. The Ticketing segment is an agency business that sells tickets for events on behalf of its clients and retains a portion of the service charge as its fee. The company was founded in 1996 and is headquartered in Beverly Hills, CA.

Live Nation Entertainment Inc

Live Nation is highly volatile, driven by strong earnings and optimistic future guidance that are sharply contrasted by intensifying legal and regulatory pressures. The community is actively debating its valuation and resilience amidst an enormous Ticketmaster data breach impacting hundreds of millions of users, an ongoing DOJ antitrust lawsuit, and a new criminal probe into past practices.

Bed Bath & Beyond, Inc. engages in the provision of an e-commerce platform. It offers furniture and home furnishing products and services. The company was founded on May 5, 1997 and is headquartered in Murray, UT.

Bed Bath & Beyond Inc.

Bed Bath & Beyond Inc

Community discussion around Bed Bath & Beyond (BBBY) is heavily focused on CEO Marcus Lemonis, with many criticizing perceived dilution and lack of tangible progress despite the company's strategic moves into tokenized real estate and recent acquisitions aimed at unlocking new value.

Blue Owl Capital, Inc. operates as an alternative asset management firm. It provides investors access to asset management capital solutions through its Direct Lending and GP Capital Solutions products. The company offers a platform of capital solutions to both middle market companies and large alternative asset managers. The company was founded by Doug Irving Ostrover, Michael Rees and Craig W.Packer in 2009 and is headquartered in New York, NY.

Blue Owl Capital Inc - Ordinary Shares - Class A

Blue Owl Capital is trending amid concerns surrounding its private credit fund's redemption policy changes and asset sales, sparking broader worries about liquidity across the private credit sector. While some fear potential systemic issues and reputational damage, others highlight management's clarification of accelerated capital returns and the strong underlying performance of its diversified asset base.

Array Technologies, Inc. manufactures ground-mounting systems used in solar energy projects. The company sells its products to engineering, procurement and construction firms that build solar energy projects and to large solar developers, independent power producers and utilities, master supply agreements or multi-year procurement contracts. It has offices in Europe, Central America, and Australia. The company's products include DuraTrack and SmarTrack. Array Technologies was founded by Ronald P. Corio in 1989 and is headquartered in Albuquerque, NM.

Array Technologies Inc

Array Technologies is gaining attention following its earnings and revenue beats, an upsized credit facility, and the strategic acquisition of APA Solar, which has led to multiple analyst upgrades and increased price targets. The community is actively debating the stock's perceived undervaluation against peers amidst allegations of short manipulation, while emphasizing its solid backlog and strategic positioning in the growing utility-scale solar market.

Okta, Inc. engages in the provision of an identity management platform for enterprises. It operates through the United States and International geographical segments. The firm's products include single sign-on, multi-factor authentication, access gateway, API access management, authentication, adaptive MFA and lifecycle management. The company was founded by Todd McKinnon and J. Frederic Kerrest in 2009 and is headquartered in San Francisco, CA.

Okta Inc - Ordinary Shares - Class A

Okta Inc

Cybersecurity stock Okta is actively discussed following a sector-wide reaction to Anthropics' new Claude Code Security tool, sparking community debate on whether the perceived threat to identity management is overblown or if it presents a buying opportunity, particularly with the recently authorized $1 billion share buyback program.

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<ul class="summary-bullets"><li>Limiting tariff powers might make policies less uncertain, ease inflation, and give Bitcoin a chance to go up again before the end of the year, according to Tom Lee.</li><li>The ruling limits the broad tariff authority, but the White House's pushback keeps the policy risk high in the short term.</li><li>In the past, tariff increases caused big drops in crypto and stock prices, showing that trade policy is a major risk factor.</li></ul>Fundstrat co-founder Tom Lee said Supreme Court hearings on the administration’s tariff powers could be a positive catalyst for crypto, arguing that limiting tariffs could reduce uncertainty and support risk assets.In an interview with CNBC on Friday, Lee&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=bh34Wnd5U8s">said</a> investors seemed relieved that the Court may place limits on broad executive tariff authority. He said once markets move past the tariff agenda, attention could return to cooling inflation, softer labor data, and the prospect of Federal Reserve rate cuts.&nbsp;“With positive Washington tailwinds, I think Bitcoin can do well to the end of the year,” Lee said, adding that Bitcoin reaching $150,000 or higher remains possible even though sentiment feels weak.Lee said recent market weakness has been largely driven by uncertainty over trade policy. He explained that tariffs can push inflation higher and make it harder for the Fed to cut rates. If the court limits tariffs, inflation pressure could ease, giving the Fed more room to lower rates and improving conditions for risk assets like Bitcoin (BTC).Lee also added that the Court’s involvement could reduce one of the biggest sources of policy uncertainty facing markets. He argued that clarity around trade policy may allow investors to focus again on inflation trends and rate expectations rather than headline risk.<h2 class="st-heading-2">Supreme Court Blocks Trump Tariffs But White House Pushes Back</h2>On Friday, the Supreme Court dealt a big blow to President Donald Trump by saying that he went too far when he used a law meant for national emergencies to impose wide-ranging tariffs.&nbsp;<figure class="image"><a class="st-link-external" href="https://x.com/WhiteHouse/status/2024921307855417373?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_21_at_2_49_49_AM_png_3bac9b1fe5.webp" alt="Screenshot 2026-02-21 at 2.49.49 AM.png" width="966" height="1008"></a><figcaption>White House announces tariffs will stay in place as President Trump adds another 10% tarriff on countries. Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/WhiteHouse">WhiteHouse</a>/x</figcaption></figure>The White House, on the other hand,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/WhiteHouse/status/2024921307855417373?s=20">said</a> again that "Nothing changes, they will be paying tariffs," which goes against the ruling from Friday.<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/KobeissiLetter/status/2024862913761001477"> According</a> to the Kobessi Letter, the government is expected to pay American citizens back over $150 billion.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin (BTC)</a> traded at $67,752.24, flat in the last 24 hours. On Stocktwits, the retail sentiment remained in ‘bearish’ territory, with chatter at ‘low’ levels over the past day.In October last year, when Trump imposed a 100% tariff hike on China, the crypto market saw over $19 billion in liquidation, as per Coinglass data. Paul Barron&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=mIqAPkbepSY">stated</a> that the uncertainty quickly spilled into financial markets. He noted that the S&amp;P 500 had fallen 10.5% from its 2025 highs, marking a sharp drawdown.&nbsp;<h2 class="st-heading-2">Supreme Court Ruling Sparks Stock Market Bounce</h2>The US stock market went up shortly after the Supreme Court ruled against Trump's 'unlawful' tariffs. The S&amp;P 500 shot up by almost 0.7%, and the Dow Jones Industrial Average went up by about 0.5%. The Nasdaq Composite, which heavily tracks tech stocks, led the way with a gain of almost 0.9%.<figure class="image"><a class="st-link-external" href="https://x.com/CoinbaseInsto/status/2024950015488410101?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_21_at_2_47_32_AM_png_43506842da.webp" alt="Screenshot 2026-02-21 at 2.47.32 AM.png" width="952" height="1568"></a><figcaption>Bitcoin's 90-day correlation to IGV. Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/CoinbaseInsto">CoinbaseInsto</a>/x</figcaption></figure>According to Coinbase Institutional, Bitcoin is also moving like a software technology stock. On Friday, Coinbase&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/coinbaseinsto/status/2024950015488410101?s=46">shared</a> that Bitcoin’s 90-day rolling correlation with the <a href="https://stocktwits.com/symbol/IGV">iShares Tech-Software ETF (IGV)</a> has remained higher than usual but noted that this link may not last and could change quickly if market conditions shift. In the last 24 hours, Bitcoin has seen over $7 million in leveraged flush.&nbsp; Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/scaramucci-banks-cab-companies-coinbase-tether-as-uber/cZR8TiQR4xz">Scaramucci Calls Banks ‘Cab Companies’, Frames Coinbase And Tether As ‘Uber’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

US President Donald Trump speaks during a press conference at the White House, Washington, D.C., US on February 20, 2026. (Photo by Kyle Mazza/Anadolu via Getty Images)

Supreme Court Blocks Trump’s Tariffs, Tom Lee Thinks It Could Be Bitcoin’s Next Bullish Trigger

Last year, when President Trump imposed a 100% tariff hike on China, the crypto market saw over $19 billion in liquidation.

Could The Supreme Court Blocking Tariffs Be Bitcoin’s Next Catalyst? Fundstrat’s Tom Lee Thinks So 

Cryptocurrency

Last year, when President Trump imposed a 100% tariff hike on China, the crypto market saw over $19 billion in liquidation.



<ul class="summary-bullets"><li>Cramer’s vote of confidence in Nvidia and Meta comes a day after the two companies announced an expansion of their deal to use millions of AI chips from the AI bellwether in the social media giant’s data centers.</li><li>On Tuesday, Meta and Nvidia announced a multi-year, multigenerational strategic partnership spanning on-premises, cloud and AI infrastructure.</li><li>As part of the deal, Meta will build hyperscale data centers optimized for both training and inference, through a large-scale deployment of NVIDIA CPUs and millions of NVIDIA Blackwell and Rubin GPUs.</li></ul>Jim Cramer on Monday urged investors to heed Nvidia Corp. (NVDA) CEO Jensen Huang’s core AI lesson, stating that this is also what Meta Platforms Inc. (META) CEO Mark Zuckerberg knows.“Let's forget about ‘momentum’ for a second and focus on what Jensen has taught us. You need as much compute as possible at the lowest total cost of ownership,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/jimcramer/status/2024076776448709098">said</a> in a post on X.Cramer added that traders seem to have no knowledge of this lesson. “It’s why you own Nvidia,” he added.<figure class="image"><img src="https://news.stocktwits-cdn.com/Cramer_post_jpg_9e0031070a.webp" alt="Jim Cramer's post on X" width="587" height="205"><figcaption>Jim Cramer's post on X | @jimcramer/X</figcaption></figure><a href="https://stocktwits.com/symbol/META">Meta shares</a> were up 0.2% in Wednesday’s pre-market trade, while&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia shares</a> were up around 2%. Retail sentiment on Stocktwits around both companies trended in the ‘bearish’ territory at the time of writing.<h2 class="st-heading-2">Why Is Cramer Bullish On AI Buildout?</h2>Cramer’s vote of confidence in Nvidia and Meta comes a day after the two companies announced an expansion of their deal to use millions of AI chips from the AI bellwether in the social media giant’s data centers.On Tuesday, Meta and Nvidia announced a multi-year, multigenerational strategic partnership spanning on-premises, cloud, and AI infrastructure. As part of the deal, Meta will build hyperscale data centers optimized for both training and inference, through a large-scale deployment of NVIDIA CPUs and millions of NVIDIA Blackwell and Rubin GPUs.Meta will also integrate Nvidia’s Spectrum-X Ethernet switches for the Facebook Open Switching System platform.“We’re excited to expand our partnership with NVIDIA to build leading-edge clusters using their Vera Rubin platform to deliver personal superintelligence to everyone in the world,” said Meta founder and CEO Mark Zuckerberg.<h2 class="st-heading-2">Meltdown In Software Stocks</h2>Cramer’s post comes amid a meltdown in U.S. software stocks in 2026. The iShares Expanded Tech-Software Sector ETF (IGV), a fund tracking software stocks, is down more than 24% year-to-date, while the Global X Artificial Intelligence &amp; Technology ETF (AIQ) is down 5%.In a recent podcast, Goldman Sachs analysts said some software stocks have undergone a “huge valuation derating” over the past two weeks. “If you look historically, that valuation premium is now approaching levels you reached in the global financial crisis,” said Ryan Hammond, a portfolio strategist in Goldman Sachs Research.Explaining the selloff, Hammond highlighted the launch of Alphabet Inc.-owned (GOOG) (GOOGL) Google’s Genie 3 model, and Anthropic’s Claude Cowork tool as two of the reasons that drove investors away from these software stocks.“But it seems to us like investors are saying these stocks traded at high valuations and have been popular for a long time. Let's reposition our portfolios first and then start to work through some of the questions later,” Hammond added.Meanwhile, the&nbsp;<a href="https://stocktwits.com/symbol/IGV">iShares Expanded Tech-Software Sector ETF</a> (IGV) was up 0.3% in Wednesday’s pre-market session.<a href="https://stocktwits.com/symbol/META">META stock</a> is down 3% year-to-date, while&nbsp;<a href="https://stocktwits.com/symbol/NVDA">NVDA stock</a> is down 1%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-glbe-stock-rising-today/cZR0oUbR4vT">Why Is GLBE Stock Rising Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Jim Cramer visits the New York Stock Exchange opening bell at New York Stock Exchange on August 3, 2016 in New York City. (Photo by Noam Galai/Getty Images)

Jim Cramer Urges Investors To Heed Jensen Huang’s Core AI Lesson: ‘It’s Why You Own Nvidia’

Cramer added that this lesson is what Meta CEO Mark Zuckerberg knows, while urging investors to forget about “momentum” amid a meltdown in software stocks.

Equity

Should You Invest in the iShares Expanded Tech-Software Sector ETF (IGV)?

<ul class="summary-bullets"><li>Burry said Palantir became widely recognized in the decade leading up to its 2020 debut as a secretive but influential player.</li><li>Palantir’s S-1 filing before IPO showed that the company had accumulated nearly $4 billion in losses through June 30, 2020.&nbsp;</li><li>In the two years prior to listing, it posted a combined deficit exceeding $1 billion, the investor added.</li></ul>Michael Burry, the investor known for predicting the U.S. housing market crash, has revisited Palantir Technologies Inc. (PLTR) and its costly path to the public markets, highlighting how the data analytics firm built a powerful reputation long before investors saw the full financial picture.In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/michaeljburry/status/2021936089099915746">post</a> on the X platform, Burry reflected on the company’s early years.&nbsp;<h2 class="st-heading-2">Rise To Prominence</h2>He said Palantir became widely recognized in the decade leading up to its 2020 debut as a secretive but influential player working alongside major government and corporate partners, even as its mounting losses remained largely out of view.<blockquote>“Taken together, in the decade before it went public (in late 2020), Palantir, rightfully or wrongfully, and almost entirely not of its own doing, was becoming a household name as an influential, secretive company that worked with powerful partners. Few knew how much money it was losing.”</blockquote><a href="https://stocktwits.com/symbol/PLTR">Palantir stock</a> inched 0.7% higher in Thursday’s premarket. On Stocktwits, retail sentiment around the stock changed to ‘neutral’ from ‘bullish’ territory the previous day. Message volume shifted to ‘normal’ from ‘high’ levels in 24 hours.&nbsp;<h2 class="st-heading-2">Filing Reveals Losses</h2>Burry said the secrecy changed mid-2020 when Palantir submitted its S-1 registration statement ahead of its direct public offering. The filing showed the company had accumulated nearly $4 billion in losses through June 30, 2020.&nbsp;In the two years prior to listing, it posted a combined deficit exceeding $1 billion, the investor added. Those figures offered a stark contrast to the perception of the business's strength.Burry highlighted that Palantir’s private fundraising rounds also came at significant valuations.“The later funding rounds were not cheap. The largest single round, Series K at $899 million, was done at $11.38/share in 2019," Burry said.&nbsp;In November, Burry revealed he had bet against shares of Palantir and AI chip leader Nvidia. Around the same period, he posted on social media expressing his belief that the AI sector was in a bubble.PLTR stock has gained over 15% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bbio-stock-surges-pre-market-today-what-is-fueling-the-rally/cZRTmUSR4rQ">BBIO Stock Surges 17% Pre-Market Today – What’s Fueling The Rally?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Michael Burry attends the "The Big Short" New York premiere at Ziegfeld Theater on November 23, 2015 in New York City.

‘The Big Short’ Investor Michael Burry Reflects On Palantir’s Billions In Losses Before 2020 Debut

Michael Burry said Palantir became widely recognized in the decade leading up to its 2020 debut as a secretive but influential player working alongside major government and corporate partners.

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

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. 


<ul class="summary-bullets"><li>The analyst also noted that Oracle’s datacenter build and delivery targets are on track, and its financing is in place.&nbsp;</li><li>Meanwhile, Melius Research downgraded Oracle to ‘Hold’ from ‘Buy’ with a $160 price target, adding that it believes the company’s debt and equity issuance will be an overhang for some time.</li><li>Oracle has also captured retail attention, with messages around ORCL shares having increased more than 826% in the past 24 hours, according to Stocktwits data from Tuesday morning.</li></ul>Oracle Corp. (ORCL) is in focus on Tuesday as the company’s stock rose more than 4.5% to hit a one-week high after trading lower over the week amid rising market concerns about debt and reliance on OpenAI.ORCL shares climbed to an intraday high of $165.39, the highest since Feb. 2, according to data from Yahoo Finance.The company has been gaining attention from Wall Street analysts as the sell-off among enterprise software stocks grows. Meanwhile, it has also captured retail attention, with retail messages around <a href="https://stocktwits.com/symbol/ORCL">ORCL shares</a> having increased by more than 826% in the past 24 hours, according to Stocktwits data from Tuesday morning.<h2 class="st-heading-2">Financing Stance</h2>Most recently, BNP Paribas weighed in on Oracle’s financing, saying that it believes Oracle is confident about delivering on its 2030 targets, according to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://seekingalpha.com/news/4549556-oracle-adobe-in-focus-as-bnp-paribas-weighs-in-on-enterprise-software-sell-off">report</a> from Seeking Alpha.BNP’s analyst Stefan Slowinski highlighted Oracle’s balance sheet status, after the company announced its capital plan for 2026 on Feb. 1, which includes raising up to $50 billion in debt and equity to fund the expansion of its cloud infrastructure business.Slowinski noted that while the debt issuance was largely expected by the market, the equity issuance was a surprise. The analyst said that the firm believes that debt market pressures on software companies likely led to the equity issuance.“Given the initial market reaction, we believe the fund raising has calmed some nerves,” Slowinski said in a note to investors, as per the report.However, Slowinski said that he does not believe Oracle will resort to vendor financing as the company’s remarks in its latest results suggest it does not need more than the $100 billion it already has.“Overall, we believe that Oracle remains confident in delivering on its 2030 targets,” Slowinski said. The analyst also noted that Oracle’s datacenter build and delivery targets are on track, and its financing is in place.“While there may be more contracts that need to be won over the next few years and added to the backlog from here in order to meet 2030 top and bottom line targets, Oracle expects more orders from existing AI customers to come through as the AI arms race continues,” the analyst said.<h2 class="st-heading-2">Street Consensus</h2>Meanwhile, Melius Research analyst Ben Reitzes downgraded Oracle to ‘Hold’ from ‘Buy’ with a $160 price target on Monday, according to TheFly. Melius said that it believes the debt and equity will be an overhang for some time for Oracle, adding that the company should be valued more like an infrastructure company versus a software company.Bernstein also lowered its price target on Oracle to $313 from $339 and kept an ‘Outperform’ rating on the shares, citing the uncertainty around how the company will fund the AI datacenter build-out to meet the contracts it signed last year.DA Davidson upgraded Oracle to ‘Buy’ from ‘Neutral’ with a price target of $180 on its shares. The analyst said that it believes a revamped OpenAI will be a top challenger to Google and said that the fresh capital stack will help the company live up to its obligations this year, including to Oracle, which it sees removing the biggest concern from the latter.<h2 class="st-heading-2">Retail Stance</h2>On Stocktwits, retail sentiment around ORCL shares remained in the ‘bullish’ territory over the past 24 hours amid ‘high’ message volumes.One bullish user shared their research on some hyperscalers. The user said that while Oracle is the most financially challenged among the lot, the company also has the biggest backlog and the biggest upside potential. The user also noted that OpenAI's successful IPO would be key to Oracle’s success.<stembedurl>https://stocktwits.com/AlphaBull_10M/message/644523348</stembedurl>&nbsp;Another bullish user said that Oracle’s shares were rising at a faster rate compared to its decline, indicating a solid upside.<stembedurl>https://stocktwits.com/ts58/message/644562181</stembedurl>&nbsp;Shares of ORCL have declined more than 8% over the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/dow-hits-record-high-despite-cautious-economic-data/cZbU9bPR4pP">Dow Hits Record High Despite Cautious Economic Data</a>

The Oracle logo is displayed on a mobile phone with the company's branding seen in the background. (Photo by Jonathan Raa/NurPhoto via Getty Images)

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