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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

Intels post-results selloff centers on a weaker-than-expected outlook, with traders pointing to persistent PC weakness and manufacturing constraints despite stronger areas of the quarterly report. The community is split between calling the decline an overreaction and buying the dip, and seeing the guidance as a sign of prolonged weakness and further downside.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is selling off despite a strong quarterly report, raised guidance and an announced 8-for-1 split, amid a broader tech and chip-sector decline after a sharp rally. Traders debate whether the drop is profit-taking and sector pressure or a warning that memory pricing may be peaking; bullish traders argue demand and results remain strong.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

A reported major Binance security breach and temporary suspension of deposits and withdrawals have weighed on Bitcoin, renewing concerns about exchange security and crypto-market confidence. Traders disagree on whether the selloff signals deeper downside or a buying opportunity, with some emphasizing that the incident involved an exchange rather than Bitcoins network and noting Bitcoins relative resilience.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons quarterly results and outlook have drawn attention as investors weigh heavy AI and data-center spending, negative free cash flow, and modest revenue and earnings misses against accelerating AWS growth. The selloff has prompted debate between traders concerned that spending may outpace returns and those viewing the cloud growth and infrastructure demand as a long-term positive.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A tech-led selloff following Amazon and Intel results has intensified concerns that heavy AI spending may not deliver adequate returns, weighing on the Nasdaq-100. Traders debate whether this signals a broader AI-trade unwind or an overdone pullback, with some viewing the decline as a buying opportunity.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivians quarterly results beat expectations and the company raised its delivery outlook, citing demand for the R2; traders also welcomed its reaffirmed Volkswagen partnership. The reaction is broadly upbeat, but some remain concerned about cash burn and profitability, while others say the shares have not responded strongly enough to the results.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples relative strength as other technology and AI-linked stocks sell off is driving discussion, with traders describing it as a safe-haven or anti-AI rotation that is helping support broader indexes. Bulls view its lower AI spending and established business as defensive, while bears argue the valuation is stretched and question whether earnings, product demand, and iPhone Duo screen complaints can justify the share price.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddits post-earnings selloff is centered on below-expectation Q4 guidance, weaker-than-expected user growth and declining Google search referrals, alongside plans to test a logged-in-only experience. Traders worry AI-driven search changes and a login wall could further reduce traffic, while others view the drop as an overreaction to an otherwise strong quarter.

BNB is the native utility token of the BNB Chain ecosystem, acting as a multi-chain asset that powers decentralized applications and facilitates value exchange across its network. It serves as the primary asset for paying transaction gas and smart contract deployment fees while providing users with tiered fee discounts on the Binance exchange. The project’s main value proposition lies in its unified multi-chain architecture, which integrates a smart contract platform, a Layer 2 scaling solution, and a decentralized data storage network into a cohesive settlement and data availability layer.  The network operates on a Proof of Staked Authority consensus mechanism, utilizing a group of 21 active validators known as the Cabinet to verify transactions and produce blocks every 3 seconds. Validators are elected daily based on the amount of BNB staked or delegated to them, and the system employs fast finality and slashing penalties to maintain security and integrity. To manage its long-term economy, the project uses a programmatic dual-burn strategy that permanently removes tokens through real-time fee destruction and quarterly buybacks.  Launched in 2017 by the Binance platform, the project initially distributed 50% of its 200 million token supply to the public, while the founding team received 40% and angel investors were allocated 10%. Though it began as a token on the Ethereum network, it eventually migrated to its own autonomous architecture that remains fully compatible with the Ethereum Virtual Machine. Today, the token's utility includes paying for network gas, participating in staking rewards, and enabling decentralized governance through which holders can vote on technical upgrades and economic changes.

Binance

Binances reported multibillion-dollar security breach is driving attention, with traders focused on suspended withdrawals, frozen assets and possible spillover into BNB and broader crypto markets. Many express concern about exchange safety and trust, while others argue Binance can cover losses and question how much the incident will affect customer funds.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

Weak Amazon and Intel results have intensified a tech-led pullback, with traders questioning whether heavy AI spending will deliver adequate returns; elevated oil prices and Iran-related concerns add to risk-off worries. The community is split between expecting further declines and treating the selloff as a buying opportunity or rebound setup.

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HDFC Bank Ltd.

ITC Ltd.

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 CRM Stock In Focus: Jefferies Says Salesforce’s Braze Deal Could Spark More Software Takeovers   

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Jefferies says Salesforce’s $5.66 billion deal could spur software industry consolidation, boost marketing abilities and fuel Klaviyo takeover speculation. 


After Braze, Could Klaviyo Be Big Tech's Next Billion-Dollar Bet?

Salesforce's $5.66 billion Braze deal puts Klaviyo in focus as investors weigh the value of customer-engagement software.read more...

Why Klaviyo Stock Rallied Today

Key PointsKlaviyo gained ground after Salesforce announced it would acquire rival Braze...

Klaviyo to Announce Third Quarter 2026 Results on November 4, 2026

Klaviyo, Inc. (NYSE: KVYO), the autonomous B2C CRM, today announced that its third quarter 2026 results will be released following the close of the U.S. financial markets on Wednesday, November 4, 2026. Klaviyo will host a live audio webcast at 4:30 p.m. ET / 1:30 p.m. PT on Wednesday, November 4...

Intuit's Mailchimp Faces Headwinds: Can It Stage a Turnaround?

INTU is working to revive Mailchimp's growth as revenues decline and customer churn rises, while margin expansion, SMS adoption and retention gains offer hope.

Ibotta Appoints Tony Weisman to Board of Directors

Ibotta, Inc. (NYSE: IBTA), North Americas leading digital promotions network, today announced the appointment of Tony Weisman to its Board of Directors. Weisman brings more than 30 years of experience stewarding the world's biggest brands across go-to-market, digital transformation, and AI...

Can Super-Scaled Customer Growth Sustain ZETA's Momentum?

Zeta Global's super-scaled customer count reached 197 in Q2 2026, extending seven straight quarters of growth. Its long-term pace is expected to moderate.

Is the Options Market Predicting a Spike in Klaviyo Stock?

Investors need to pay close attention to KVYO stock based on the movements in the options market lately.

Klaviyo Goes Headless, Opening Its Platform to Agents and Marketers Wherever They Work

Klaviyo (NYSE: KVYO), the autonomous B2C CRM, today at K:BOS, its annual customer conference, announced major updates to its CRM platform so brands can get more out of their AI and agents, better understand their data and personalize every experience with models built for each decision. Klaviyo is...

MNTN and Klaviyo Integrate Performance TV with CRM

MNTN (NYSE: MNTN), the technology platform bringing performance marketing to Connected TV, and Klaviyo (NYSE: KVYO), the autonomous B2C CRM, today announced a new integration that brings MNTN Performance TV into email and text marketing workflows. The two-way native integration enables marketers to...

Klaviyo, Inc. engages in the provision of a SaaS marketing platform. It offers personal ecommerce marketing reinvented for online stores on Shopify, Bigcommerce, and Magento. The company was founded by Andrew Bialecki and Ed Hallen in 2012 and is headquartered in Boston, MA.

Klaviyo Inc - Ordinary Shares - Series A

Bearish Sentiment

<ul class="summary-bullets"><li>Jefferies sees Klaviyo as a potential takeover target as software deals increase.&nbsp;</li><li>The trend follows $6.1 billion and $6.3 billion buyouts of CCC Intelligent Solutions and Varonis, respectively.&nbsp;</li><li>Jefferies expects the Braze deal to strengthen Salesforce’s marketing tools and help it compete with Adobe.&nbsp;</li></ul><p>Salesforce Inc. (CRM) stock is drawing attention as Jefferies said its $5.66 billion deal to acquire Braze (BRZE) could spark further consolidation across the software industry. The firm sees the acquisition strengthening Salesforce’s marketing business and improving its competitive edge against Adobe (ADBE), while raising takeover speculation around peers such as Klaviyo (KVYO).&nbsp;</p><p><a href="https://stocktwits.com/symbol/CRM">Salesforce stock</a> edged 0.4% lower overnight, heading into Wednesday, after a 0.01% slip in the regular session.&nbsp;</p><h2 class="st-heading-2">Marketing Software Consolidation Could Ramp Up Post Salesforce-Braze Deal</h2><p>Jefferies noted that Salesforce’s Braze&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crm-stock-falls-salesforce-strikes-5-66-b-braze-deal-to-strengthen-ai-marketing-push/cZxqwbbRBut">agreement</a> follows two other major software transactions involving CCC Intelligent Solutions Holdings Inc. (CCCS) and Varonis Systems Inc. (VRNS). The firm identified Klaviyo as a potential acquisition candidate if consolidation continues across the marketing technology sector.</p><p>Klaviyo helps consumer brands and online retailers use customer data to personalize marketing and customer communications. In the second quarter, its revenue rose 26% year-on-year to $370.6 million, prompting the company to raise its full-year sales outlook.&nbsp;</p><p>CCC Intelligent Solutions agreed to a $6.1 billion cash buyout by a group led by GTCR and Elliott Investment Management, offering shareholders $7.75 per share. Meanwhile, Varonis Systems (VRNS) agreed to a $6.3 billion all-cash acquisition by Proofpoint, which is backed by private equity firm Thoma Bravo. Both deals would take the companies private.&nbsp;</p><p>Jefferies sees a HubSpot (HUBS) takeover as unlikely, but believes a private equity firm could be a more likely buyer if a deal happens.&nbsp;</p><h2 class="st-heading-2">Salesforce Could Strengthen Its Marketing Platform</h2><p>Jefferies views the Braze transaction positively, explaining that the purchase could refresh Salesforce's marketing and commerce cloud offerings and boost its ability to serve business-to-consumer (B2C) customers. The combined capabilities could also help Salesforce compete more effectively with Adobe in digital marketing and customer engagement.</p><p>Braze completed 18 acquisitions in 18 months, helping it expand its products and technology. Jefferies sees this plan as fruitful. The firm kept its ‘Buy’ rating on Salesforce and its $300 price target, showing confidence after the Braze deal.&nbsp;</p><h2 class="st-heading-2">Twilio Faces Pressure</h2><p>The deal could create challenges for Twilio (TWLO), which helps businesses manage communications. Jefferies said the acquisition shows the growing importance of customer engagement tools, but Salesforce’s stronger capabilities could increase competition for Twilio.&nbsp;</p><p>Salesforce could rely less on outside messaging providers or push them to lower their prices. This could increase competition in business messaging and customer engagement services.&nbsp;</p><h2 class="st-heading-2">What CRM Retail Traders Are Saying&nbsp;</h2><p>On Stocktwits, retail sentiment around the stock remained ’neutral’. The stock saw an 820% surge in message volume over the past 24 hours.&nbsp;</p><p>A user&nbsp;<a href="https://stocktwits.com/SeanDavid/message/666944063">said</a>, “Salesforce paying a 58% cash premium for Braze flips the software trade: three years of shorting software as an AI loser, and now the biggest platforms are buying it. If the next phase of the AI trade is M&amp;A, the crowded software short book is exposed.”</p><p>Another user&nbsp;<a href="https://stocktwits.com/Ashton_1nvests/message/666943971">believes</a> software stocks have been oversold in 2026, pointing to Adobe (ADBE), Salesforce and ServiceNow (NOW). The user argues that despite sharp valuation declines, the “businesses are still generating massive cash flow, pushing deeper into AI, and sitting at the center of how companies actually operate”.&nbsp;&nbsp;</p><p>Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-brze-hlt-has-stocks-hit-52-week-highs-today/cZxtFTNRBHl">Why Did BRZE, HLT, HAS Stocks Hit 52-Week Highs Today?</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

The Salesforce logo is displayed at the 8th China International Import Expo. (Photo by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

Salesforce Inc. (CRM) stock is drawing attention as Jefferies said its $5.66 billion deal to acquire Braze (BRZE) could spark further consolidation across the software industry. The firm sees the acquisition strengthening Salesforce’s marketing business a

CRM Stock In Focus: Jefferies Says Salesforce’s Braze Deal Could Spark More Software Takeovers

Adobe Inc

Braze Inc

CCC Intelligent Solutions Holdings Inc

Salesforce Inc

HubSpot Inc

Klaviyo

Twilio Inc

Varonis Systems Inc

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Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

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