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Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is seeing a massive surge in investor optimism following an earnings report that highlighted strong data center demand and a successful turnaround narrative. The community is actively celebrating the breakout, with many retail traders highlighting the stock's significant appreciation from its recent lows as they mock previous bearish sentiment and speculate on further upside momentum.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is surging in sympathy with Intel's robust earnings and positive guidance, driving intense community speculation regarding a broader semiconductor rally. Investors are actively debating the sustainability of this AI-driven momentum while bulls target higher price levels ahead of AMDs upcoming earnings release.

Skillz, Inc. operates a mobile gaming platform that connects players in competition. It helps developers build franchises by enabling social competition in their games. Skillz hosts casual esports tournaments for mobile players worldwide. The company was founded by Andrew C Paradise and Casey Chafkin in 2012 and is headquartered in Las Vegas, NV.

Skillz Inc - Ordinary Shares - Class A

Skillz Inc

Skillz is experiencing extreme volatility and heavy community engagement following a favorable jury verdict that awarded the company hundreds of millions in damages against rival Papaya Gaming. Traders are actively debating whether this legal win serves as a long-term catalyst or a short-term pump-and-dump setup, with ongoing speculation about potential short squeezes, post-market liquidity, and the company's ability to collect the settlement.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is seeing intense retail engagement and speculative fervor as investors debate whether the current semiconductor rally represents an unstoppable AI-driven super cycle or a nearing blow-off top. The community remains deeply divided, with many actively trading leveraged positions while others warn of potential volatility following the index's rapid, near-vertical ascent.

Avis Budget Group, Inc. engages in the provision of vehicle sharing and rental services. It operates through the Americas and International segments. The Americas segment includes vehicle rental and car sharing operations in North America, South America, Central America, and the Caribbean. The International segment is involved in vehicle rental and car sharing operations in Europe, the Middle East, Africa, Asia, and Australasia. The company was founded in 1946 and is headquartered in Parsippany, NJ.

Avis Budget Group Inc

Avis Budget Group is experiencing intense market volatility, with the community actively debating whether the stock's massive two-day freefall is a post-squeeze collapse or if a dead cat bounce is imminent. While bears point to high debt and the unsustainable nature of the recent run, vocal bulls and retail traders are speculating on potential short squeezes or institutional support to trigger a recovery.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X ETF

Direxion Daily Semiconductor Bear 3X Shares

The community is actively debating the sustainability of the semiconductor sector's parabolic rally, with many traders frustrated by the persistent outperformance of leveraged long instruments despite broader market exhaustion. While some investors are scaling into inverse positions like SOXS to bet on an overdue mean reversion, others caution that these leveraged instruments are intended solely for tactical day trading rather than long-term holds due to the risks of decay.

NIO, Inc. operates as a holding company, which engages in the design, development, manufacture, and sale of smart electric vehicles. It offers its products under the brands NIO, ONVO, and FIREFLY. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Shanghai, China.

NIO Inc - ADR

NIO Inc

NIO is currently trending as investors debate whether the stock is primed for a breakout ahead of the upcoming Beijing Auto Show, where the company plans to showcase its latest vehicle models and proprietary technology. While some community members remain optimistic about steady delivery growth and the expansion of battery-swap infrastructure, others express frustration over persistent stock price volatility and skepticism regarding the profitability of the battery-as-a-service model.

Dumb SEND IT

Community members are actively promoting the $DSIT meme coin by encouraging others to 'dumb send it' and build momentum to bypass its current bonding curve. Discussions center on the active involvement of the developer, expectations of airdrops, and the desire to push the project to new market capitalization milestones.

Tidal Trust II - YieldMax Semiconductor Portfolio Option Income ETF

YieldMax Semiconductor Portfolio Option Income ETF

The CHPY semiconductor income ETF has captured investor attention due to its strong performance and consistent weekly distributions that are outpacing expectations compared to broader market indices. Community members are actively debating the sustainability of the fund's NAV and dividend structure, with many highlighting it as a preferred long-term "income machine" that pairs exposure to leading semiconductor and AI companies with a recurring cash flow strategy.

Applied Digital Corporation

Applied Digital is surging following the announcement of a massive new lease agreement with a top-tier U.S. hyperscaler, bringing its total contracted revenue to over $23 billion. The community is actively discussing the stock's potential for a major short squeeze given the significant short interest and is closely watching for analyst price target upgrades to reflect this long-term de-risking.

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<ul class="summary-bullets"><li>ServiceNow management said the Middle East war led to a delay in contract closures, which affected its Q1 subscription revenue.</li><li>The SaaS firm reported Q1 results above expectations and raised its 2026 subscription revenue forecast.</li><li>Retail sentiment on Stocktwits for NOW shifted to ‘extremely bullish’ from ‘bullish.’</li></ul>ServiceNow shares fell 13% in early premarket trading Thursday after the software major said the conflict in the Middle East weighed on subscription revenue last quarter. The disclosure overshadowed an otherwise upbeat quarter, even as it triggered a wave of bullish sentiment and buy calls among retail traders.ServiceNow said its subscription revenue growth faced about a 75-basis-point headwind from delayed closures of several large on-premises ​deals in the region due to the ongoing conflict.&nbsp;<h2 class="st-heading-2">NOW Q1 Earnings Recap</h2>Still, subscription revenue increased 22%. Total revenue increased at an identical pace to $3.8 billion, beating expectations of $3.74 billion. Profit increased by $0.01 to $0.97 per share, also higher than the Street’s target.Service forecasted $3.815 billion to $3.820 billion in subscription revenue for the ongoing quarter, and raised its&nbsp;outlook&nbsp;for 2026. The company now expects subscription revenue of $15.74 billion to $15.78 billion, up from its earlier outlook of $15.53 billion to $15.57 billion.Down more than 50% from its 52-week high amid a broader selloff in software stocks, ServiceNow is increasingly being seen as a potentially attractive entry point. Analysts have consistently flagged the stock as oversold and positioned for a rebound.<h2 class="st-heading-2">Retail’s View On NOW</h2>On Stocktwits, the retail sentiment for NOW shifted to ‘extremely bullish’ on Thursday, from ‘bullish’ the previous day, with message volume for the ticker rising 745% in the last 24 hours. NOW featured among top trending tickers in the early hours of the day.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_23_at_2_28_13_PM_png_a121201c70.webp" alt="Screenshot 2026-04-23 at 2.28.13 PM.png" width="702" height="84"><figcaption>NOW sentiment and message volume as of April 23 | Source: Stocktwits</figcaption></figure>“Good one at good prices for those who missed the boat earlier in (the) $80s (range). I guess the management will also purchase from (the) market,” a trader&nbsp;<a href="https://stocktwits.com/TheCatMarmee/message/651110648">said</a>. “I won’t be surprised if it closes decently tomorrow by EOD.”<stembedurl>https://stocktwits.com/TheCatMarmee/message/651110648</stembedurl>“Don't fall for the rage bait,”&nbsp;<a href="https://stocktwits.com/lextrading/message/651103409">said</a> another trader, referring to the stock’s drop. ServiceNow raising its annual forecast “is hard evidence that they are successfully monetizing AI, not being disrupted by them.”In an investing group on Reddit, a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reddit.com/r/ValueInvesting/comments/1st1xul/servicenow_now_is_it_a_buy/?share_id=nDLL0fUmAQav4hnhezBFt&amp;utm_content=1&amp;utm_medium=ios_app&amp;utm_name=ioscss&amp;utm_source=share&amp;utm_term=1">post</a> from a trader considering buying NOW stock after the latest drop got 128 comments and over 70 upvotes.<a href="https://stocktwits.com/symbol/NOW">ServiceNow shares</a> had climbed about 25% in the last eight sessions until Wednesday's close. Still, they are down 33% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

In this photo illustration, a person holds a smartphone displaying the logo of ServiceNow Inc. 

ServiceNow: Retail Buy Calls Pick Up as NOW Stock Crashes Post Q1 Report

With an over 13% drop following otherwise healthy results, ServiceNow is being viewed by retail traders as a high-quality buying opportunity.

Equity

With an over 13% drop following otherwise healthy results, ServiceNow is being viewed by retail traders as a high-quality buying opportunity.


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

<ul class="summary-bullets"><li>Strategy bought 34,164 Bitcoin for approximately $2.54 billion over the past week.</li><li>Analysts say Strategy’s cash reserves have fallen to about 18 months of dividend coverage.</li><li>The firm previously targeted 24 months of coverage, implying a shortfall.</li></ul>Shares of Michael Saylor-backed Strategy (MSTR) edged lower in midday trade on Monday despite reporting their largest Bitcoin (BTC) purchase of 2026 so far, with some analysts warning that the company’s aggressive accumulation strategy is quickly eating into its cash buffer.In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/TedPillows/status/2046227531431592363">post</a> on X, analyst Ted Pillows said Strategy’s cash reserves are “depleting fast.” He flagged that Strategy has enough cash to cover 18 months of dividends, down from 24 months two weeks ago. “If this continues, more MSTR shares will be issued, thus diluting the shareholders,” he stated.<figure class="image"><a class="st-link-external" href="https://x.com/TedPillows/status/2046227531431592363" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_20_130328_png_a2bf0e1ff9.webp" alt="Screenshot 2026-04-20 130328.png" width="988" height="969"></a><figcaption>Source: @TedPillows/X</figcaption></figure>When MSTR&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/mstr-announces-1-44-billion-usd-reserve-as-btc-holdings-hit-650-000/cLI7XmfREim">launched</a> its USD reserve last year, it told shareholders that it would maintain 24 months of coverage, implying a shortfall of about six months. Data&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.strategy.com/">indicated</a> closing that gap would require an estimated $728 million.Investor Mark Harvey said he was “shocked” that Strategy led its USD&nbsp;reserves&nbsp;get this low. “I’d love to know what the plan is here,” he said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/thepowerfulHRV/status/2046200225757282613?s=20">post</a> on X.<figure class="image"><a class="st-link-external" href="https://x.com/thepowerfulHRV/status/2046200225757282613" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_20_130336_png_a57a40cc74.webp" alt="Screenshot 2026-04-20 130336.png" width="986" height="825"></a><figcaption>Source: @thepowerfulHRV/X</figcaption></figure><h2 class="st-heading-2">MSTR Stock Dips While Bitcoin Holds $75K</h2><a href="https://stocktwits.com/symbol/MSTR/">MSTR’s stock</a> moved 0.9% lower in midday trade to around $165 amid broader weakness in the market.&nbsp;<a href="http://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> edged 0.2% lower in the last 24 hours, holding above $75,000 following mixed signals on peace deal negotiations between the U.S. and Iran. On Stocktwits, retail sentiment around Strategy trended in ‘extremely bullish’ territory over the past day, accompanied by chatter at ‘high’ levels. Many users on the platform backed Saylor’s move to&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mstr-buys-bitcoin-2-5b-becomes-largest-btc-holder/cZBdaJgRIyy">buy 34,164 BTC</a> for $2.54 billion over the past week, marking MSTR’s largest Bitcoin acquisition of 2026.<stembedurl>https://www.stocktwits.com/ponderevo/message/650773001</stembedurl>While other retail traders struck a more cautious tone, calling MSTR’s Bitcoin accumulation a “ponzi scheme.<stembedurl>https://www.stocktwits.com/alan2294/message/650769479</stembedurl>Strategy’s multiple of net asset value (mNAV) has continued to climb, reaching around 1.26x on Monday. It now holds over 815,000BTC, exceeding BlackRock’s iShares Bitcoin ETF (IBIT) holdings of around 802,000 BTC.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/btc-price-dropping-another-3-000-could-wipe-out-all-ceasefire-gains/cZBdJ8WRIyt">BTC Price Dropping Another $3,000 Could Wipe Out All Ceasefire Gains, Analyst Warns</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Strategy executive chairman and co-founder Michael Saylor speaks at the Bitcoin 2021 Convention at the Mana Convention Center in Wynwood on June 04, 2021 in Miami, Florida. (Photo by Joe Raedle/Getty Images)

MSTR Cash Buffer ‘Depleting Fast’ After $2.54B Bitcoin Buy – Analysts ‘Shocked’ By Dwindling USD Reserves

MSTR’s stock edged lower in midday trade on Monday despite announcing its largest Bitcoin purchase of 2026 amid weakness in the broader market.

MSTR’s Dwindling USD Reserves After $2.54 Bitcoin Buy ‘Shocks’ Analyst

Cryptocurrency

MSTR’s stock edged lower in midday trade on Monday despite announcing its largest Bitcoin purchase of 2026 amid weakness in the broader market.


<ul class="summary-bullets"><li>Bitmine purchased approximately 101,627 ETH over the past week, its largest weekly acquisition this year.</li><li>The company now holds more than 4% of Ethereum’s total supply, marking a significant concentration in the asset.</li><li>Its total balance sheet is approaching $14 billion, including crypto holdings, investments, and cash.</li></ul>Tom Lee-backed Bitmine Immersion Technologies (BMNR) shares fell in pre-market trade on Monday amid broader weakness in the markets after the company announced&nbsp;it now owns more than 4% of Ethereum’s (ETH) total supply.&nbsp;The company acquired around 101,627 ETH in the past week, which marks its largest weekly buy this year. Bitmine’s balance sheet, which includes 4.9 million Ethereum, Bitcoin (BTC), stake in “moonshot” companies and cash, is just $100,000 short of crossing $13 billion.&nbsp;“While many believe the crypto winter may last through the Fall of 2026, our view remains that the crypto winter is much closer to ending,” Lee said.&nbsp;He noted that previous downturns since 2015 have coincided with equity market declines of at least 20%.&nbsp;According to Lee, the 2025 crypto drawdown aligned with a roughly 20% drop in the S&amp;P 500, while the 2026 equity pullback has been more limited, at around 8%.<h2 class="st-heading-2">BMNR Stock Dips Despite Biggest Ethereum Buy Of The Year</h2><a href="https://stocktwits.com/symbol/BMNR/">BMNR’s stock</a> fell as much as 3.6% in pre-market trade. On Stocktwits, retail sentiment around the company continued to trend in ‘bullish’ territory, accompanied by ‘extremely high’ levels of chatter.Meanwhile,&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> edged 0.6% lower in the last 24 hours, but held above $2,300. Retail sentiment around the leading altcoin flipped to ‘bearish’ from ‘bullish’ territory over the past day, but chatter stayed at ‘high’ levels.&nbsp;Bitmine said it has staked 3,334,637 staked ETH, representing $7.7 billion at Ethereum’s current price.&nbsp; "Bitmine has staked more ETH than other entities in the world,” said Lee, adding once Bitmine’s ETH is fully staked by the Made in America Validator Networks (MAVAN), he expects the company to generate rewards of $330 million annually.&nbsp;BMNR’s stock has fallen over 18% this year, while Ethereum’s price is down more than 20%.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/btc-price-dropping-another-3-000-could-wipe-out-all-ceasefire-gains/cZBdJ8WRIyt">BTC Price Dropping Another $3,000 Could Wipe Out All Ceasefire Gains, Analyst Warns</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tom Lee's BMNR Nears $13B After Year’s Largest Ethereum Buy – Now Owns 4% Of All ETH

BMNR’s stock moved lower in pre-market trade amid broader weakness in the market after tensions between the U.S. and Iran escalated over the weekend.

Tom Lee's BMNR Nears $13B After Year’s Largest Ethereum Buy 

<ul class="summary-bullets"><li>Benioff believes investor fears over AI disruptions rocking software firms are overdone.</li><li>Salesforce shares have declined more than 30% in 2026.</li><li>Still, about three-fourths of analysts recommend ‘Buy’ or higher, per Koyfin.</li></ul>Salesforce CEO Mark Benioff has given a clear rebuttal amid the ongoing software selloff:&nbsp;the bears have it&nbsp;all wrong.The chief of the top-tier software player, whose tools help enterprises manage customer relationships, sales, marketing, and support, said that AI is making Salesforce more valuable to its customers, and AI firms or competitors can’t “vibe-code” their own sales-management software to compete with Salesforce on security, compliance and other vital features.<h2 class="st-heading-2">CRM Back Against The Wall? Not Quite</h2>“People think we have our back against the wall when in fact the opportunity has never been greater,” Benioff said in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/tech/ai/marc-benioff-says-the-software-bears-are-all-wrong-about-salesforce-c7042852">interview</a> with the Wall Street Journal."The software bears are dead wrong. At @Pearson, #Agentforce autonomously handles order statuses, refunds &amp; lost access codes — increasing the percentage of customer questions resolved without any human interaction by 40%, says VP Gabriele Bauman," Benioff&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Benioff/status/2046077126944948428">reiterated</a> on X.&nbsp;&nbsp;"At @PenFed, our Agentforce agent handles password resets &amp; account unlocks for employees — reducing total IT tickets by 40%, says EVP &amp; CIO Shree Reddy. This is the Agentic Enterprise delivering real ROI today — not hype. Agenticware, not Software."As a key constituent of the software-as-a-service sector, Salesforce has been caught in what traders are cheekily calling the "SaaSpocalypse" — a broad dent in SaaS valuations driven by fears that AI agents like Anthropic's Claude can perform professional tasks cheaper and more effectively than human workers, threatening the traditional per-seat subscription model that underpins the industry.&nbsp;<a href="https://stocktwits.com/symbol/CRM">CRM shares</a> are down 31% year to date,&nbsp;already worse than last year’s 20% tumble, but still not as bad as the 47% cratering seen in 2022. However, some software peers, such as Atlassian, Workday, Intuit, and Zscaler, have fallen even more sharply.Sales grew 12% to $11.2 billion in the last quarter, exceeding Wall Street’s expectations, but a soft fiscal first-quarter forecast weighed on the company's sentiment.<h2 class="st-heading-2">CRM CEO Outlines Catalysts</h2>In the Journal report, Benioff outlined a few levers that would push Salesforce out of the slump. First up, the company’s flagship Agentforce platform is finally picking up after a slow start. Launched in late 2024, it is now used by 23,000 of its 150,000 customers to build custom autonomous agents for workflows.Now, Salesforce is building a new AI platform, code-named Agent Albert, which will be unveiled at the end of the year. The tool – a culmination of a three-year effort – would be able to automatically study its users and take actions on their behalf, according to the report.Thirdly, Salesforce's investment in Anthropic could come into play. Since 2023, Salesforce has invested more than $300 million in the AI start, which was recently valued at $380 billion and is planning to go public later this year.In February, Salesforce expanded its integration with Anthropic, allowing its data and tools — starting with Slack and Agentforce 360 — to be accessed directly within Claude, with outputs feeding back into Salesforce workflows.<h2 class="st-heading-2">Retail, Analyst Views On CRM</h2>Although CRM has been one of the most-cited stocks ripe for a software rebound, retail sentiment for the ticker on Stocktwits has been falling since the start of last week and was ‘neutral’ early Monday.Analysts, however, believe a rebound is likely. Currently, 35 of 46 recommend ‘Buy’ or higher, 10 recommend ‘Hold,’ and one recommends ‘Strong Sell,’ per Koyfin. Their average price target of $268.87 implies a 48% upside from the last close.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/alphabet-s-google-may-be-sitting-on-a-234-b-gold-mine-and-space-x-anthropic-ip-os-could-unlock-it-this-year/cZBdcnVRIyS">Alphabet’s Google May Be Sitting On A $234B Gold Mine — And SpaceX, Anthropic IPOs Could Unlock It This Year</a>&nbsp;

CEO of the software company Salesforce, Marc Benioff attends the 55th annual meeting of the World Economic Forum (WEF) in Davos, Switzerland on January 23, 2025. (Photo by Halil Sagirkaya/Anadolu via Getty Images)

Salesforce CEO Marc Benioff Thinks ‘SaaSpocalypse’ Bears Are ‘Dead Wrong’ — Even As CRM Stock Tracks Worst Year Since 2022

Agentforce momentum, Anthropic tie-up, and a new forthcoming AI platform will power Salesforce’s rise, CEO Mark Benioff said in an interview with WSJ.

<ul class="summary-bullets"><li>STRC recorded $1.16 billion in trading volume, marking its highest single-day activity on record.</li><li>According to crypto investor and analyst Lark Davis, the structure of Strategy’s ATM program allowed the company to potentially raise around $796 million in a single session.</li><li>He noted that the capital could translate into the purchase of roughly 10,800 Bitcoin, far exceeding daily mining supply.</li></ul>Bitcoin (BTC) shot past $75,000 on Tuesday morning and it may have been because of Strategy’s (MSTR) Variable Rate Series A Perpetual “Stretch” Preferred Stock (STRC) logging over $1 billion in trading volume.&nbsp;“If you’re curious as to what’s driving Bitcoin’s price, look no further than Strategy’s STRC product,” cryptocurrency investor and analyst Lark Davis wrote in a newsletter. He pointed out that STRC recorded $1.16 billion in trading volume, marking its strongest single-day performance to date. Davis noted that all shares traded during the session were executed at or above the $100 par value.&nbsp;Strategy’s STRC ATM program only triggers when shares are traded at par value or higher. Meaning, Strategy was able to fully deploy their ATM yesterday.&nbsp;<a href="https://stocktwits.com/symbol/MSTR/">MSTR’s stock</a> rose 5.8% in midday trade on Tuesday, with retail sentiment around the Bitcoin proxy on Stocktwits rising to ‘neutral’ from ‘bearish’ territory over the past day. Chatter increased to ‘high’ from ‘normal’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_14_115458_png_63ab62be20.webp" alt="Screenshot 2026-04-14 115458.png" width="1261" height="154"><figcaption>MSTR retail sentiment and message volume on April 14 as of 11:45 a.m. ET | Source: Stocktwits</figcaption></figure>Meanwhile,&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> gained over 5% in the last 24 hours to around $75,200, paring gains after hitting an intra-day higher of over $75,800. Retail sentiment around the apex cryptocurrency on Stocktwits trended in ‘bullish’ territory over the past day, accompanied by ‘high’ levels of chatter.&nbsp;&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_14_115445_png_c53064f8dd.webp" alt="Screenshot 2026-04-14 115445.png" width="1253" height="146"><figcaption>BTC retail sentiment and message volume on April 14 as of 11:45 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">STRC Trading Surge Unlocks Fresh Bitcoin Buying Power</h2>Davis estimated that Strategy could have generated roughly $796 million in proceeds, which could translate into the purchase of approximately 10,800 Bitcoin. He added that the scale of buying far exceeds Bitcoin miner’s daily mining output.&nbsp;By comparison, Davis noted the company raised around $1 billion through ATM activity during the week of April 6 to April 12, its second-largest weekly total after Monday’s burst of buying. The latest session alone appears to approach that level in a single day.The STRC live tracker&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://strc.live/ticker/strc">showed</a> the preferred shares continued to see trading activity above its $100 threshold on Tuesday, with around $6.2 million in volume recorded at those levels by midday trade.<figure class="image"><a class="st-link-external" href="https://strc.live/ticker/strc" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_14_113416_png_67f37cbf9a.webp" alt="Screenshot 2026-04-14 113416.png" width="1141" height="447"></a><figcaption>STRC Real-time ATM activity and Bitcoin purchase tracking on April 14 as of 11:45 a.m. ET | Source: STRC Live Tracker</figcaption></figure>MSTR’s stock has fallen over 9% year-to-date, while Bitcoin’s price is down nearly 14% so far this year.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/ethereum-outperforms-bitcoin-as-us-iran-peace-deal-hopes/cZJqbn2RIHX">Ethereum Outperforms Bitcoin As US-Iran Peace Deal Hopes Spark Over $400 Million Crypto Short Squeeze</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Bitcoin Conference Draws Cryptocurrency Fans To Miami.  (Photo by Joe Raedle/Getty Images)

Bitcoin's Boom Past $75K Driven By Strategy's STRC $1.16B Record Trading Day, Says Analyst

Bitcoin rose above $75,000 amid a sharp increase in trading activity linked to Strategy’s STRC preferred stock.

<ul class="summary-bullets"><li>ORCL gained nearly 13% amid a broad-based rebound in software stocks, with Stocktwits sentiment for the ticker climbing higher in the ‘extremely bullish’ zone.</li><li>“Anthropic fear trade (is) starting to unwind in cyber and software,” WedBush’s Dan Ives said.</li><li>The iShares software ETF posted its best single-day gains in over a year.</li></ul>Oracle Corp.’s stock surged nearly 13% on Monday, emerging as the top S&amp;P 500 performer amid a broad-based rebound in software stocks, offering respite to the battered segment.<h2 class="st-heading-2">Software Stocks Rebound</h2>Heavyweight Microsoft’s stock gained 3.6% while closely watched Palantir shares jumped 3.4%. Salesforce gained 4.8%, while cybersecurity players Palo Alto Networks, CrowdStrike and ServiceNow rose 4.6%, 6.1%, and 7.3% respectively.The&nbsp;<a href="https://stocktwits.com/symbol/IGV">iShares Expanded Tech-Software Sector ETF (IGV)</a>, which tracks companies in the software and IT services space, rose 5.4%, its best performance in over a year.“PANW, NOW others--the software empire strikes back today,” CNBC’s ‘Mad Money’ host Jim Cramer&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/jimcramer/status/2043692910265127228?s=20">said</a>.&nbsp;“Anthropic fear trade (is) starting to unwind in cyber and software,”&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/DivesTech/status/2043778095854039507?s=20">said</a> WedBush analyst Dan Ives, reiterating his view that the software segment is way oversold.Over the past few months, new launches from AI startup Anthropic have triggered massive losses in key software stocks over fears that they may shrink the enterprise demand for certain software products.&nbsp;Ives has previously said software majors will embed AI into their offerings, with some well-positioned to defend – and even expand – their market share as the shift unfolds. Two months back, he highlighted Salesforce and ServiceNow as being attractive bets amid share weakness.&nbsp;<h2 class="st-heading-2">Oracle Catalysts</h2>On Monday, Oracle hosted its Customer Edge Summit and highlighted its AI tools aimed at the utilities sector. The company said its AI platform, “Oracle Utilities Opower,” helped residential utility customers save $369 million in 2025, and announced enhancements to “Oracle Aconex,” a tool&nbsp;that simplifies the project review process and minimizes errors in capital projects.&nbsp;Later in the day, Oracle and Bloom Energy said they were&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/be-stock-soars-after-hours-expanded-oracle-deal-drives-boost/cZJ8fqdRIuU">expanding</a> a prior partnership, with Oracle contracting 1.2 gigawatts of capacity from Bloom. Oracle also&nbsp;purchased warrants of the fuel cell maker for a total investment of $400 million.<h2 class="st-heading-2">Retail’s View On ORCL</h2>On Stocktwits, the retail sentiment for ORCL climbed higher since Friday and was ‘extremely bullish’ as of the last reading.&nbsp;“Guess they're not going out of business just yet,”&nbsp;<a href="https://stocktwits.com/frankster/message/650119981">said</a> a trader. “This company should literally be one of the hottest companies in the AI revolution and it's being treated like it's going out of business. Maybe they're waking up finally.”Oracle has faced concerns over its rising debt, its reliance on a handful of customers, such as OpenAI, for future orders, and its $50 billion capital expenditure plan this year – much of which is expected to be funded through fresh equity and debt raises.Despite Monday’s gains,&nbsp;<a href="https://stocktwits.com/symbol/ORCL">ORCL</a> is still down nearly 20% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/san-disk-stock-can-nearly-triple-after-fresh-peak-on-nasdaq-100-inclusion-analyst-makes-bull-case/cZJpYZYRIHb">SanDisk Stock Can Nearly Triple After Fresh Peak On Nasdaq-100 Inclusion: Analyst Makes ‘Bull Case’</a>&nbsp;

In this photo illustration, the logo of Oracle Corporation is displayed on a smartphone screen, with the company's signature red branding visible in the background, on June 08, 2025, in Chongqing, China. 

Oracle Stock Tops S&P 500 Winners Today: PLTR, CRM, PANW Also Rally As Analyst Sees ‘Anthropic Fear Trade’ Unwinding

Shares of software companies appear to be rebounding from record lows, with analysts projecting the upward swing could be sustained.

<ul class="summary-bullets"><li>Investor confidence improved as Oracle advances its “SaaS to infrastructure” transition, supported by new CFO Hilary Maxson.</li><li>The company’s AI expansion gains momentum with plans to raise $45 billion to $50 billion in 2026 to fund large-scale infrastructure buildout.</li><li>Oracle’s remaining performance obligations above $500 billion signal strong multi-year contracted demand.</li></ul>Oracle Corp. (ORCL) is rallying on Monday after a turbulent start to 2026, with investors rotating back into the stock, buoyed by confidence in its artificial intelligence infrastructure strategy and cost discipline.The optimism comes as the company advances its “SaaS to infrastructure” transformation and strengthens its leadership line.&nbsp;<h2 class="st-heading-2">Stock Rebounds After Early-Year Slump</h2>Oracle shares fell by more than 24% in the first quarter of 2026 amid concerns about rising infrastructure spending and execution risk. However, sentiment has shifted, with the stock recovering more than 10% on Monday.&nbsp;The latest surge reflects renewed optimism around Oracle’s long-term positioning in enterprise AI, particularly as demand for large-scale computing infrastructure continues to grow across the technology sector.Leadership And Cost Discipline Take Center StageA key catalyst behind the turnaround has been the appointment of Oracle Chief Financial Officer Hilary Maxson, who previously held senior roles focused on industrial-scale operational efficiency.&nbsp;The firm’s&nbsp;management has rolled out a multibillion-dollar restructuring initiative aimed at streamlining operations while funding expansion into AI “factories” designed to support major clients building advanced models and cloud systems.<h2 class="st-heading-2">Oracle’s AI Infrastructure Push Gains Momentum</h2>In February, Oracle announced plans to raise between $45 billion and $50 billion in 2026 to finance infrastructure expansion to support rising demand from major clients, including AMD, Nvidia, and OpenAI.The company said it expects to achieve this funding goal through a combination of debt instruments and equity issuance.The company’s remaining performance obligations, which represent contracted future revenue, have surged to more than $500 billion, implying strong long-term demand and multi-year commitments from enterprise and hyperscale clients.<h2 class="st-heading-2">How Did Retail Traders React?&nbsp;</h2>On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory while message volume shifted to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_13_125016_png_153805e382.webp" alt="ORCL’s Sentiment Meter and Message Volume as of 12:30 p.m. ET on Apr.13, 2026 | Source: Stocktwits" width="925" height="102"><figcaption>ORCL’s Sentiment Meter and Message Volume as of 12:30 p.m. ET on Apr.13, 2026 | Source: Stocktwits</figcaption></figure>A Stocktwits user suggested going long on the stock, expecting further gains.<stembedurl>https://stocktwits.com/yerryeet/message/650132709</stembedurl>&nbsp;ORCL stock has declined by over 21% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nbis-stock-hits-all-time-high-but-goldman-sachs-reportedly-sees-42-upside/cZJ82GPRIum">NBIS Stock Hits All-Time High, But Goldman Sachs Reportedly Sees 42% Upside</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A smartphone held in a hand shows the logo of Oracle Corp. (Photo illustration by Cheng Xin/Getty Images)

ORCL Rallies Over 10% As AI Infrastructure Bet, Leadership Shift Drive Optimism In Long-Term Growth

Oracle stock dropped more than 24% in the first quarter of 2026, driven by investor worries about escalating infrastructure costs and potential execution challenges.

<ul class="summary-bullets"><li>Strategy purchased 13,927 Bitcoin for approximately $1 billion, marking its fifth-largest acquisition this year.</li><li>The average purchase price for the latest buy was around $71,902 per Bitcoin.</li><li>Strategy funded the acquisition entirely through its Variable Rate Series A Perpetual ‘Stretch’ Preferred Stock.</li></ul>Michael Saylor-backed Strategy (MSTR) spent $1 billion on accumulating more than 13,927 Bitcoin (BTC) over the past week in its fifth-largest buy of the year.&nbsp;The average purchase price per Bitcoin came to around $71,902. The company now holds a total of 780,897 BTC, still lagging behind the&nbsp;<a href="http://stocktwits.com/symbol/IBIT">iShares Bitcoin ETF (IBIT)</a>&nbsp;<a href="https://stocktwits.com/news-articles/default/6/blackrock-800k-bitcoin-bit-inflows-outpace-strategy-accumulation/cZJFxDTRIuT">horde</a> of 788,927 BTC.&nbsp;<a href="https://stocktwits.com/symbol/MSTR">MSTR’s stock</a> fell as much as 2.3% in pre-market trade amid&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-holds-onto-70000-after-oil-prices-spike-on-trump-strait-of-hormuz/cZJFHO7RIMw">broader weakness</a> in the cryptocurrency and equities markets following President Donald Trump’s announcement of a blockade on the Strait of Hormuz. On Stocktwits, retail sentiment around the company remained in ‘bearish’ territory over the past day, accompanied by chatter at ‘normal’ levels.&nbsp;<h2 class="st-heading-2">Strategy’s Biggest Bitcoin Purchases</h2>Strategy’s biggest Bitcoin purchase this year came on January 20, when it spent $2.2 billion to buy 22,305 BTC. That followed a $1.2 billion buy of 13,627 BTC on January 12 and another $1.2 billion deployment on March 9 for 17,994 BTC. It added to its holdings again on March 16 with a $1.5 billion purchase of 22,337 Bitcoin.<img src="https://news.stocktwits-cdn.com/mstr_btc_purchases_table_png_2a34f878e9.webp" alt="mstr btc purchases table.png">According to its&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/ix?doc=/Archives/edgar/data/0001050446/000119312526152015/mstr-20260223.htm">filing</a> with the Securities and Exchange Commission (SEC), Strategy funded its latest purchase entirely with its Variable Rate Series A Perpetual ‘Stretch’ Preferred Stock (STRC). The company said its BTC Yield has reached 5.6% year-to-date in 2026.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> trended around the $71,000 level on Monday morning, edging 0.1% higher in the last 24 hours. On Stocktwits, retail sentiment around the apex cryptocurrency trended in ‘bullish’ territory over the past day, while chatter rose to’ high’ from ‘normal’ levels.Both Bitcoin’s price and MSTR’s stock have fallen over 18% year-to-date.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-holds-onto-70000-after-oil-prices-spike-on-trump-strait-of-hormuz/cZJFHO7RIMw">Bitcoin Holds Onto $70,000 After Oil Prices Spike On Trump’s Strait of Hormuz Blockade</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Michael Saylor’s MSTR Spends $1 Billion On Bitcoin In Fifth Largest Buy Of 2026

The company now holds a total of 780,897 BTC, still lagging behind the iShares Bitcoin ETF's horde of 788,927 BTC. 

<ul class="summary-bullets"><li>On April 8, Michael Burry raised concerns about Palantir, citing the rapid expansion of AI firm Anthropic.</li><li>On Friday, President Donald Trump publicly supported Palantir on social media.</li><li>Retail sentiment on Stocktwits remained ‘extremely bullish’ on the stock.&nbsp;</li></ul>Palantir Technologies Inc. (PLTR) is drawing increased attention after the stock swung sharply last week amid a heated debate over the company’s future in artificial intelligence, rattling investor confidence.&nbsp;The stock tumbled by more than 13% last week before attempting to regain its footing, reflecting growing uncertainty about whether its model can withstand rapid changes driven by generative AI competitors.<a href="https://stocktwits.com/symbol/PLTR">Palantir stock</a> traded over 1% higher in Monday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_13_073628_png_f30bb011de.webp" alt="PLTR’s Sentiment Meter and Message Volume as of 07:30 a.m. ET on Apr.13, 2026 | Source: Stocktwits" width="928" height="100"><figcaption>PLTR’s Sentiment Meter and Message Volume as of 07:30 a.m. ET on Apr.13, 2026 | Source: Stocktwits</figcaption></figure>The stock saw a 117% increase in message volume over a 24-hour period.&nbsp;<h2 class="st-heading-2">Palantir’s Bear Case Gains Traction</h2>On April 8,&nbsp;‘The Big Short’ investor Michael Burry expressed concerns about Palantir while highlighting the explosive growth of AI startup Anthropic among businesses.&nbsp;He pointed to Anthropic’s rapid expansion, claiming its annual recurring revenue (ARR) jumped from $9 billion to $30 billion in only a matter of months, driven by accessible and cost-efficient AI products, while Palantir built roughly $5 billion in ARR over two decades.In February, Burry had indicated that Palantir may be forming a head-and-shoulders topping pattern, a technical setup often seen as a potential signal that an uptrend is weakening.<h2 class="st-heading-2">Trump’s Support Adds Complexity</h2>In a surprising move, President Donald Trump took to social media on Friday and&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/posts/116380894672815869">backed</a> Palantir, praising its defense-related capabilities and urging confidence in its technology.&nbsp;“Palantir Technologies (PLTR) has proven to have great war-fighting capabilities and equipment. Just ask our enemies!!!”, said Trump.&nbsp;In March, Palantir&nbsp; CEO Alex Karp emphasized the growing impact of the company’s AI systems in military operations, pointing to their use in U.S. actions in the Middle East involving Iran. He stated that the company enables more precise and targeted missions, adding that it could support high-risk operations previously considered unfeasible.<h2 class="st-heading-2">What Are Retail Traders Saying?&nbsp;</h2>A Stocktwits user said Palantir is an “oversold value play stock”.&nbsp;<stembedurl>https://stocktwits.com/Ga_dog/message/650094991</stembedurl>Another user questioned Trump’s endorsement right before the talks with Iran fell through, reigniting the possibility of a prolonged war in the Middle East.&nbsp;<stembedurl>https://stocktwits.com/nathan_parker/message/650091669</stembedurl>PLTR stock has declined by over 27% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/netflix-q1-rally-outpaces-2025-growth-earnings-this-week-justify-the-run-up/cZJFwaeRIMU">Netflix’s Q1 Rally Outpaces 2025 Growth – Will Earnings This Week Justify The Run-Up?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Palantir Technologies, with the company's circular emblem visible in the background, on July 30, 2025, in Chongqing, China. 

PLTR Stock Faces Split Narrative: Retail Bulls Hold Firm As Burry Sounds Alarm, Trump Signals Support

The stock fell more than 13% last week before attempting a recovery, as investors grew unsure whether its business model can keep pace with fast-moving generative AI rivals.

Current Price	$83.57
Prev Close	$88.74
Open	$85.43
Dividend Yield	N/A
50-Day Moving Average	$82.39
Beta	N/A
Avg. Volume	25.65M
PE Ratio	N/A

52-Week High	$117.99
52-Week Low	$73.93
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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