SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

The Home Depot, Inc. engages in the sale of building materials and home improvement products. Its products include building materials, home improvement products, lawn and garden products and décor products. The firm operates through the following geographical segments: U.S., Canada and Mexico. It offers home improvement installation services, and tool and rental equipment. The company was founded by Bernard Marcus, Arthur M. Blank, Kenneth Gerald Langone and Pat Farrah on June 29, 1978 and is headquartered at Atlanta, GA.

Home Depot, Inc.

Home Depot is trending as the community debates its outlook ahead of earnings, with the stock drawing heavy interest from traders tracking its Pro segment performance and macro correlations to interest rates. Investors are actively weighing the impact of cooling consumer demand against potential upside from technical oversold signals and expected stability in dividend-paying assets.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global Holdings is trending as investors react to a strong quarterly earnings report that featured a revenue beat and raised guidance, fueling community optimism around its AI-driven growth. Despite the positive results, active discussion reflects frustration with ongoing share price volatility and short-term selling pressure, while long-term supporters remain focused on the company's expanding enterprise partnerships and AI-powered platform adoption.

Energy Vault Holdings, Inc. engages in the provision of energy storage solutions. The company was founded in September 2020 and is headquartered in Westlake Village, CA.

Energy Vault Holdings Inc

Energy Vault is currently trending as investors focus on recent strategic partnership announcements, including a major development agreement in South Africa and expansion into AI-dedicated infrastructure. While the community is actively debating the company's long-term potential versus concerns regarding dilution and volatility, sentiment remains split between bullish technical setups and frustration over recent market performance.

Dominion Energy, Inc. engages in the production and distribution of energy. It operates through following business segments: Dominion Energy Virginia, Dominion Energy South Carolina, Contracted Energy, and Corporate and Other. The Corporate and Other segment focuses on corporate, service company, non-controlling interest in Dominion privatization, and non-regulated retail energy marketing operations. The company was founded by William W. Berry in 1983 and is headquartered in Richmond, VA.

Dominion Energy Inc

Dominion Energy is trending following a significant merger agreement with NextEra Energy, creating a global utility powerhouse designed to meet surging power demand from AI data centers. The community is actively debating the deal's regulatory feasibility, the potential impact on customer electricity rates, and whether the all-stock transaction represents a bargain or an overextension.

Trio-Tech International engages in the provision of third-party semiconductor testing and burn-in services. It operates through the following segments: Semiconductor Back-End Solutions (SBS) and Industrial Electronics. The SBS segment is focused on the sale of burn-in and reliability test equipment used in the back-end manufacturing processes of semiconductors. Its equipment includes burn-in systems, burn-in boards, and related equipment that is used in the testing of structural integrity of integrated circuits. The Industrial Electronics segment consists of designing, manufacturing, and distributing a range of tests, processes, and other equipment used in the manufacturing processes of customers in various industries in the consumer and industrial market. The company was founded in 1958 and is headquartered in Los Angeles, CA.

Trio-Tech International

Trio-Tech International is experiencing significant trading momentum driven by investors identifying a valuation gap compared to AI-focused peers like AEHR, alongside positive sentiment regarding its expanding capacity and semiconductor reliability testing services. The community is actively discussing the stock's growth potential tied to large-scale AI GPU orders and potential re-rating as a key backend infrastructure provider.

Amer Sports, Inc. engages in manufacturing, marketing, and selling sports equipment, apparel, and footwear. It operates through the following segments: Technical Apparel, Outdoor Performance, and Ball and Racquet Sports. The Technical Apparel segment refers to outdoor apparel, footwear, and accessories. It includes the Arc’teryx and Peak Performance brands. The Outdoor Performance segment focuses on outdoor apparel, footwear, accessories, and winter sports equipment. It includes the Salomon, Atomic, Armada, and ENVE brands. The Ball and Racquet Sports segment relates to sports equipment, apparel, and accessories. It includes the Wilson, Louisville Slugger, DeMarini, EvoShield, Atec, and Luxilon brands. The company was founded on January 03, 2020 and is headquartered in Helsinki, Finland.

Amer Sports Inc.

Amer Sports is trending as investors react to a strong quarterly earnings report that featured revenue growth and an upward revision to full-year guidance. The community is actively discussing the company's impressive profit margins, its portfolio of premium outdoor brands like Arc'teryx, and contrasting its performance with other consumer discretionary peers.

Agilysys, Inc. operates as a technology company. It offers innovative software for point-of-sale, payment gateway, reservation and table management, guest offers management, property management, inventory and procurement, analytics, document management, and mobile and wireless solutions and services to the hospitality industry. The firm also serves the gaming industry for both corporate and tribal, hotels resort and cruise, foodservice management, and the restaurant, university, and healthcare sectors. The company was founded in 1963 and is headquartered in Alpharetta, GA.

Agilysys, Inc

Agilysys is trending following a strong quarterly earnings report that beat expectations on both revenue and EPS, supported by robust guidance for the upcoming fiscal year. Investors and the community are focused on the company's sustained subscription revenue growth and its successful positioning as a key technology provider in the hospitality sector.

Blackstone, Inc. engages in the provision of investment and fund management services. It operates through the following segments: Real Estate, Private Equity, Credit and Insurance, and Hedge Fund Solutions. The Real Estate segment includes management of opportunistic real estate funds, Core+ real estate funds, high-yield real estate debt funds, and liquid real estate debt funds. The Private Equity segment consists of management of flagship corporate private equity funds, sector and geographically focused corporate private equity funds, core private equity funds, an opportunistic investment platform, a secondary fund of funds business, infrastructure-focused funds, a life sciences investment platform, a growth equity investment platform, a multi-asset investment program for eligible high net worth investors and a capital markets services business. The Credit and Insurance segment refers to Blackstone Credit, which is organized into two overarching strategies: private credit which includes mezzanine direct lending funds, private placement strategies, stressed and distressed strategies and energy strategies, and liquid credit which consists of CLOs, closed-ended funds, open ended funds and separately managed accounts. In addition, the segment includes an insurer-focused platform, an asset-based finance platform, and publicly traded master limited partnership investment platform. The Hedge Fund Solutions segment focuses on Blackstone Alternative Asset Management, which manages a broad range of commingled and customized hedge fund of fund solutions. It also includes a GP Stakes business and investment platforms that invest directly, as well as investment platforms that seed new hedge fund businesses and create alternative solutions through daily liquidity products. The company was founded by Stephen Allen Schwarzman in 1985 and is headquartered in New York, NY.

Blackstone Inc

Blackstone is trending as investors weigh its aggressive expansion into AI infrastructure and data centers against regulatory headwinds, specifically recent political proposals aimed at limiting institutional investment in residential real estate. While the stock faces near-term volatility from these policy risks, market participants remain focused on the company's massive dry powder and its pivotal role in financing the next wave of global AI compute capacity.

MakeMyTrip Ltd. engages in the provision of travel services. It offers air ticketing, hotels and packages, rail tickets, bus tickets, car hire, experiences and ancillary travel requirements such as foreign currency exchange services, visa processing, facilitating access to travel, and other insurance products. The company was founded by Deep Kalra and Rajesh Magow on April 28, 2000 and is headquartered in Gurgaon, India.

MakeMyTrip Ltd

MakeMyTrip is trending as investors monitor the company's strong category leadership and massive growth potential within India's expanding travel market, often drawing comparisons to other dominant global online travel agencies. While the stock has seen notable momentum and breakout patterns following solid earnings results, the community remains actively divided between those highlighting long-term structural tailwinds and those cautious of potential overvaluation or broader macroeconomic headwinds.

AstraZeneca Plc is a global, science-led biopharmaceutical company focused on the discovery, development, and commercialization of prescription medicines. Its portfolio spans oncology, rare diseases, and biopharmaceuticals, including cardiovascular, renal & metabolism, and respiratory & immunology. The company was founded in 1913 and is headquartered in Cambridge, the United Kingdom.

Astrazeneca plc

AstraZeneca PLC

AstraZeneca is trending as investors digest the company's recent expansion of its U.S. manufacturing infrastructure and its active pursuit of a harmonized global listing on the New York Stock Exchange. Community discourse remains focused on the drugmaker's robust oncology pipeline and its strategic positioning in competitive markets like obesity and hypertension.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

Should You Invest in the First Trust Cloud Computing ETF (SKYY)?

<ul class="summary-bullets"><li>Target price of $120 signifies a near 22% upside from CSCO’s Monday closing price.&nbsp;</li><li>CSCO is expected to release its quarterly earnings on Wednesday after-hours.&nbsp;</li><li>17 out of 26 analysts rate the stock ‘buy’ and nine rate ‘hold’.</li></ul>Cisco (CSCO) share price gained 2% on Monday and inched higher after-hours after NYSE insider Jay Woods released his target price on the stock ahead of the company’s earnings due later this week.&nbsp;Jay Woods, who was the New York Stock Exchange’s (NYSE) executive floor governor and currently the chief market strategist at Freedom Capital markets, expects the share price of the internet infrastructure company to rise to $110 or $120 over the next quarter as “realistic upside targets”, according to CNBC.&nbsp;Shares of Cisco closed at $98.7 on Monday. A price level of $120 would imply a rally of near 22%. The company reports earnings after Wednesday’s closing bell.&nbsp;&nbsp;&nbsp;“Cisco — a juggernaut back in the 90s, but hasn’t had that parabolic rise like it used to. Will it continue to rally into this strong tape? Right now it’s up 25% year to date, but last quarter they missed. Last quarter it was down 12% after a strong quarter, but people [were] concerned about the margins when it came to the memory spend,” said Woods, chief market strategist at Freedom Capital Markets, told CNBC in an interview.&nbsp;Cisco has consistently beaten earnings and revenue estimates over the past 20 consecutive quarters, with investors moving their attention to the company’s shift from a hardware provider to one centered on AI infrastructure, cloud services, and software integration.<h2 class="st-heading-2">CSCO Q3 Earnings Preview&nbsp;</h2>In Q2 2026, Cisco delivered record-breaking results characterized by double-digit growth, reporting revenue of $15.35 billion, up 10% year-over-year, and adjusted earnings of $1.04 per share, both of which exceeded analyst expectations.&nbsp;Cisco reported a massive 65% jump in orders from cloud customers and booked $2.1 billion in AI infrastructure orders from hyperscalers during the quarter.&nbsp;For Q3 2026, analysts expect revenues of $15.82 billion and earnings of $1.07 per share, as per data from Fiscal.ai,&nbsp; with investors looking for commentary on the plan to fulfill the $2 billion order flow amid supply constraints.&nbsp;&nbsp;&nbsp;<h2 class="st-heading-2">CSCO Retail View</h2>Retail sentiment on Stocktwits was “extremely bullish” with “high” message volumes.&nbsp;17 out of 26 analysts rate the stock ‘buy’ and nine rate ‘hold’, as per Koyfin data.&nbsp;One user expressed bullishness by saying CSCO could hit $120 per share following a strong quarterly performance and robust guidance.&nbsp;<stembedurl>https://stocktwits.com/NasdaqPulse/message/652957757</stembedurl>The stock has gained 16% over the past 12-months.For updates and corrections, email newsroom[at]stocktwits[dot]com.

This Analyst Sees A 22% Upside In CSCO Stock Ahead Of Earnings

Jay Woods, chief market strategist at Freedom Capital, sees Cisco's stock jumping to $110 to $120.

Equity

<ul class="summary-bullets"><li>Cloudflare expects $140 million to $150 million in charges related to layoffs.</li><li>Charges to be realized in Q2 earnings.&nbsp;</li><li>Net also reported Q1 earnings that beat expectations and raised its full-year earnings outlook.</li></ul>Cloudflare (<a href="https://stocktwits.com/symbol/NET">NET</a>) stock price tanked nearly 18% after-hours amid plans to cut more than 1,100 jobs globally as it accelerates its shift to an agentic AI-first operating model.&nbsp;NET’s CEO Matthew Prince highlighted that AI was triggering a “paradigm shift” in the software industry. “By embracing an agentic AI-first operating model, Cloudflare will be even faster and more innovative as we continue to help build a better Internet,” he said.&nbsp;Cloudflare’s co-founders, Prince and co-chair Michelle Zatlyn, announced the cuts in an email to staff on Thursday.“Cloudflare’s usage of AI has increased by more than 600% in the last three months alone,” read the note to employees. “That means we have to be intentional in how we architect our company for the agentic AI era in order to supercharge the value we deliver.”The cloud architecture company said it expects to incur charges between $140 million and $150 million for the layoffs, which will be realized during the second quarter. The layoffs are expected to be completed by the end of the third quarter.&nbsp;Cloudflare joins a growing list of companies that have implemented layoffs in 2026 as AI takes the center stage globally across sectors. Oracle, Meta, PayPal, Block, Atlassian, and many more announced workforce cuts to offset the cost of AI in their financial statements.&nbsp;<h2 class="st-heading-2">NET Q1 Revenue, Earnings Beats Estimates</h2>Cloudflare on Thursday reported adjusted earnings of $0.25 per share for the quarter ending March 2026, beating expectations of $0.23 per share as per&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://fiscal.ai">Fiscal.ai</a>.&nbsp;Revenue rose to $639.8 million, up from $479.1 million a year prior. Analysts were expecting $620.8 million in revenue.&nbsp;<h2 class="st-heading-2">NET Q2 And 2026 Guidance&nbsp;</h2>NET lifted its full-year outlook, with adjusted earnings projected between $1.19 and $1.20 per share, well above its previous stated guidance of $1.11 to $1.12 per share.&nbsp;Analysts polled by&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://fiscal.ai">Fiscal.ai</a> expect 2026 earnings at $1.12 per share, in line with the upgraded guidance.For Q2, the company expects adjusted earnings of $0.27 per share on revenue between $664 million and $665 million, matching analyst expectations of $0.27 a share in adjusted earnings and $663.1 million in revenue.&nbsp;&nbsp;<h2 class="st-heading-2">NET Retail View&nbsp;</h2>Retail sentiment on Stocktwits was ‘bullish’ amid ‘high’ message volumes.&nbsp;One user highlighted that the layoffs bring execution risk instead of instilling investor confidence.&nbsp;<stembedurl>https://stocktwits.com/informal/message/652677338</stembedurl>The stock has soared 111% over the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.Editor's note: An earlier version of this story incorrectly referred to Michelle Zatlyn as Cloudflare's COO instead of co-Founder, president, and co-chair of the company.

In this photo illustration, the Cloudflare logo is seen displayed on a smartphone screen. 

NET Stock Tanks After Axing 1,100 Employees Amid AI Push; Lifts Full-Year Earnings Outlook

NET stock drops after it laid off 1100 employees amid a shift to an agentic AI operating model.

Cloudflare laid off one-fifth of its total employees amid a shift to an agentic AI operating model.

<ul class="summary-bullets"><li>The CEO highlighted that CoreWeave has become the fastest cloud provider to exceed $5 billion in revenue, driven by 168% annual growth.&nbsp;</li><li>CoreWeave’s backlog rose to $66.8 billion at the end of 2025 from $15 billion, with contracts extending to five years.&nbsp;</li><li>In April, CoreWeave revealed a huge $21 billion agreement with Meta to provide AI cloud capacity through 2032.&nbsp;</li></ul>CoreWeave Inc. (CRWV) CEO Michael Intrator has outlined an aggressive expansion strategy in his 2025 shareholder letter, emphasizing rapid data center buildout, an AI infrastructure lead, and strong financial execution as the company scales its cloud platform amid surging demand for artificial intelligence.Intrator detailed plans to add more than 5 gigawatts of additional data center capacity, targeting over 8 gigawatts of active power by 2030.&nbsp;However,&nbsp;<a href="https://stocktwits.com/symbol/CRWV">CoreWeave stock</a> traded over 1% lower in Thursday’s premarket. On Stocktwits, retail sentiment around the stock continued to be in ‘bearish’ territory.&nbsp;<h2 class="st-heading-2">AI Cloud Expansion And Infrastructure Buildout</h2>In a detailed letter to shareholders, Intrator said the company is expanding into existing and new regions, building facilities from the ground up to maintain control over costs and performance.&nbsp;The strategy aims to improve efficiency while supporting long-term demand from AI workloads. He also highlighted that it has become the fastest cloud provider to surpass $5 billion in annual revenue, supported by 168% year-over-year growth.&nbsp;<blockquote>“The next phase of AI is accelerating. To make it possible will require both infrastructure and the technology platform that delivers it. The organizations leading will need a partner that can match their ambition to help build, run, and propel their ideas. CoreWeave is that force multiplier and that is precisely what makes us essential.”-Michael Intrator, CEO, CoreWeave</blockquote><h2 class="st-heading-2">CRWV’s Customer Growth And Financial Strength</h2>Intrator noted that the company reported strong customer diversification, increasing its CoreWeave Cloud customer base by about 150% year-on-year in 2025, while ensuring that no single customer accounted for more than 35% of revenue backlog, down from 85% earlier in the year.&nbsp;Backlog surged to $66.8 billion from $15 billion, with average contract length extending to five years. The firm also secured approximately $18 billion in debt and equity financing while reducing its weighted average cost of debt by more than 300 basis points, generating roughly $700 million in annualized savings.“The rapid adoption of inference, and the transition toward agentic workloads, are expected to drive new capabilities up and down the CoreWeave stack,” Intrator said.&nbsp;In April, CoreWeave announced a $21 billion deal with Meta to supply AI cloud capacity through 2032. Also, the company has clinched a multi-year deal with Anthropic to provide compute for the development and deployment of its Claude AI models.CRWV stock has gained over 71% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/las-vegas-sands-rides-singapore-boom-ceo-eyes-higher-margins-in-macao/cZBfpAiRebD">Las Vegas Sands Rides Singapore Boom, CEO Eyes Higher Margins In Macao</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The CoreWeave logo is displayed on a mobile phone in this photo illustration in Brussels, Belgium, on November 10, 2025.

CoreWeave Wants To Power The Next Phase Of AI – Here’s The Plan 

Intrator said CoreWeave is expanding into new and existing regions by building its own facilities to better control costs and performance.

Is First Trust Cloud Computing ETF (SKYY) a Strong ETF Right Now?

<ul class="summary-bullets"><li>After a sharp 21% weekly decline, Cloudflare rolled out new tools to redefine how AI agents are built and deployed.</li><li>Dynamic Workers reduce costs and improve scalability compared to traditional cloud-based systems.</li><li>Analysts see a first-quarter revenue of $622.8 million and earnings per share of $0.23 for Cloudflare.&nbsp;</li></ul>Cloudflare Inc. (NET) is making a decisive push into the emerging “agentic web,” launching a major expansion of its AI infrastructure stack just days after a steep market sell-off.&nbsp;The move signals the company’s attempt to realign itself at the center of autonomous software systems even as investors reassess valuations across the software sector.<h2 class="st-heading-2">Cloudflare’s&nbsp;Shift Toward Autonomous AI Systems</h2>Following a 21% weekly decline driven by broader concerns in the SaaS space, the company responded with a product rollout to reshape how artificial intelligence agents are built and deployed.Cloudflare introduced Dynamic Workers, a lightweight runtime for executing AI-generated code in secure, isolated environments. Unlike traditional systems, the company said this model can finish tasks within milliseconds, execute workloads, and shut down immediately, improving both cost efficiency and scalability.<blockquote>“The way people build software is fundamentally changing. We are entering a world where agents are the ones writing and executing code.”-Matthew Prince, Co-Founder and CEO, Cloudflare&nbsp;</blockquote><a href="https://stocktwits.com/symbol/NET">Cloudflare stock</a> traded over 7% higher on Monday morning. 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_102619_png_ec5fa99d62.webp" alt="NET’s Sentiment Meter and Message Volume as of 10:00 a.m. ET on Apr.13, 2026 | Source: Stocktwits" width="924" height="102"><figcaption>NET’s Sentiment Meter and Message Volume as of 10:00 a.m. ET on Apr.13, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Expanded Storage And Execution Tools</h2>The company’s expanded AI infrastructure also includes Artifacts, a Git-compatible storage system built for large-scale AI development. It allows agents to manage massive repositories and maintain code and data environments.&nbsp;In addition, Cloudflare’s Sandboxes feature provides fully Linux-based environments where agents can build, test, and run software in isolated conditions, similar to those experienced by human developers.Cloudflare’s move comes after Anthropic launched its latest AI model and agent-building tools, raising concerns that advancing automation could handle software functions, putting pressure on the earnings of traditional software companies. Cloudflare is scheduled to report its first-quarter earnings on May 7, with analysts expecting revenue of $622.8 million and earnings per share of $0.23.&nbsp;NET stock has declined over 8% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/almu-stock-snaps-5-day-losing-streak-as-government-backing-sparks-breakout-rally/cZJF6vkRIuX">ALMU Stock Snaps 5-Day Losing Streak As Government Backing Sparks Breakout Rally</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

NET Stock Rebounds As Cloudflare Bets On Autonomous AI Systems With New Agent Tools

Cloudflare launched Dynamic Workers, a lightweight system that runs AI-generated code in secure environments within milliseconds.

<ul class="summary-bullets"><li>ServiceNow is expected to report Q1 earnings results on April 22.&nbsp;</li><li>Analysts expect the company to report quarterly revenue of $3.75 billion, a 21% increase year-on-year.&nbsp;</li><li>ServiceNow provided a full-year estimate of subscription revenues to be between $15.53 billion to $15.57 billion.</li></ul>ServiceNow Inc. (NOW) is headed for its worst week since Feb. 6th if losses deepen. The company’s shares are down 12% so far this week.The selloff comes amid a wider decline in software stocks as investors remain wary about the impact of artificial intelligence on Software-as-a-Service (SaaS) stocks.ServiceNow’s announcement earlier on Thursday about providing AI-enablement across its entire product portfolio seems to have had little impact on the stock, with selling pressure persisting. NOW stock was down about 8.3% at the time of writing.<h2 class="st-heading-2">Will Earnings Stoke A Reversal?</h2>ServiceNow is expected to report first-quarter (Q1) earnings results on April 22. Analysts expect the Santa Clara, California-based company to report quarterly revenue of $3.75 billion, a 21% increase year-on-year, according to data from Fiscal.ai.Meanwhile, in its previous quarterly report, the company said that it expects its subscription revenue to grow 21.5% in Q1 to between $3.65 billion and $3.655 billion. ServiceNow provided a full-year estimate of subscription revenues to be between $15.53 billion to $15.57 billion.However, BTIG on Tuesday said that ServiceNow’s revenue growth guidance offered limited upside and appeared to be aggressive, with any potential outperformance likely to be driven by Now Assist Packs and mergers and mergers and acquisitions. The analyst also said that it believes the company’s subscription revenue growth estimates are too high, according to TheFly.BTIG lowered the firm's price target on ServiceNow to $185 from $200 and kept a ‘Buy’ rating on the shares.Meanwhile, Stifel analyst Brad Reback also lowered the price target on ServiceNow to $135 from $180, saying that data pointed to "a very weak" U.S.-Fed spending environment, adding that the company’s Q1 checks were "somewhat lackluster."<h2 class="st-heading-2">AI Pivot</h2>ServiceNow on Thursday announced that its entire product portfolio would be AI-enabled. Every ServiceNow product would include AI, data connectivity, workflow execution, security, and governance built-in, the company said.ServiceNow also introduced Context Engine to provide decision context and governance for AI agents, and new Build Agent tools that let developers create from any environment and deploy directly on the platform, enabling more autonomous workflows and improving enterprise-wide AI effectiveness.<h2 class="st-heading-2">Retail Take</h2>On Stocktwits, retail sentiment around NOW stock remained in the ‘extremely bullish’ territory over the past 24 hours amid ‘extremely high’ message volumes.One bullish user suggested buying the dip, noting that the company’s strong business fundamentals did not justify the selloff.<stembedurl>https://stocktwits.com/Upside77/message/649854630</stembedurl>&nbsp;<a href="https://stocktwits.com/symbol/NOW">NOW stock</a> has declined more than 39% this year, and was trading around 52-week intra-day lows at the time of writing.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/sndk-stock-has-rallied-in-a-year-how-much-more-upside-does-the-street-see/cZJWgvyRIsL">SNDK Stock Has Rallied More Than 2,170% In A Year — How Much More Upside Does The Street See?</a>

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

NOW Stock Is Headed For Its Worst Week In Two Months —  Will Q1 Results Bring Relief?

The selloff comes amid a wider decline in software stocks as investors remain wary about the impact of artificial intelligence on Software-as-a-Service (SaaS) stocks. 

<ul class="summary-bullets"><li>DigitalOcean said that it intends to use the net proceeds from the offering to make investments in additional infrastructure capacity.</li><li>It also plans to further strengthen its balance sheet by paying down its existing Term Loan A, and use proceeds for general corporate purposes.</li><li>DigitalOcean is the Agentic Inference Cloud built for AI-native and Digital-native enterprises scaling production workloads.</li></ul>DigitalOcean (DOCN) shares plunged nearly 9% during extended hours of trading on Tuesday after it announced that it has commenced an underwritten public offering of $700 million of its shares.&nbsp;Additionally, DigitalOcean intends to grant the underwriters a 30-day option to purchase up to an additional $105 million of shares.The company in a statement said that the offering is subject to market and other conditions, and there can be no assurance as to whether or when the offering may be completed, or as to the actual size or terms of the offering.<h2 class="st-heading-2">Purpose To Use Proceeds</h2>DigitalOcean said that it intends to use the net proceeds from the offering to make investments in additional infrastructure capacity, beyond what it has previously communicated, to support customer demand for DigitalOcean’s cloud&nbsp;or AI platform.&nbsp;It also plans to further strengthen its balance sheet by paying down its existing Term Loan A, and use proceeds for general corporate purposes. DigitalOcean is in advanced discussions to secure this additional data center capacity to support its growth, it said.&nbsp;<h2 class="st-heading-2">What Is DigitalOcean</h2>DigitalOcean is the agentic inference cloud built for AI-native and digital-native enterprises scaling production workloads. The platform combines production-ready GPU infrastructure with a full-stack cloud to deliver operational simplicity and predictable economics at scale. The company has more than 640,000 customers.<h2 class="st-heading-2">Retail Reaction</h2>Retail sentiment around DOCN trended in ‘bullish’ territory amid ‘high’ message volume.&nbsp;Shares in the company have jumped 75% year-to-date.&nbsp;&nbsp;

Shares of DigitalOcean have jumped 75% year-to-date. 

Why Is DigitalOcean Plunging Today?

DigitalOcean intends to grant the underwriters a 30-day option to purchase up to an additional $105 million of shares.

<ul class="summary-bullets"><li>Perplexity has begun running its AI inference workloads on CoreWeave’s Kubernetes Service as a part of the early rollout phase.</li><li>CoreWeave will roll out Perplexity’s Enterprise Max subscription plan across its organization.</li><li>CRWV shares have declined nearly 25% after reporting a mixed fourth-quarter print last week.</li></ul>CoreWeave (CRWV) shares gained over 6% in pre-market trading on Wednesday after the company announced a multi-year partnership with Perplexity to support its AI inference workloads and expand services across both companies.<a href="https://stocktwits.com/symbol/CRWV">CRWV stock</a> is on track for a first gain in six sessions.Perplexity will run its next-generation AI systems on CoreWeave’s cloud platform, using dedicated NVIDIA GB200 NVL72-powered clusters. As part of the deal, CoreWeave will deploy Perplexity’s Enterprise Max across its organization. Enterprise Max is Perplexity’s highest-tier subscription plan offering access to advanced AI models, research tools, and search capabilities.Perplexity has already begun running its AI inference workloads on CoreWeave’s Kubernetes Service as a part of the early rollout phase. It has also begun using CoreWeave’s Weights &amp; Biases (W&amp;B) models to train, fine-tune, and manage its AI systems from testing to full production.“This partnership reflects a wider mix of emerging AI leaders adopting the CoreWeave platform. Like many others, they choose us for our unified AI cloud platform — not just access to capacity — and that is building a more diversified CoreWeave business,” CEO Mike Intrator told Axios on Wednesday.<h2 class="st-heading-2">Michael Burry Slams CoreWeave</h2>In a Substack post last week, investor Michael Burry <a href="https://stocktwits.com/news-articles/markets/equity/crwv-stock-slips-premarket-michael-burry-dot-com-parallels-wall-street-sees-upside/cZd3RugRIcp">said</a> CoreWeave “exists as an off-balance sheet SPV [special purpose vehicle] designed to lose money,” arguing that AI hype pushed it into the public markets.He compared the company to Level 3 Communications during the dot-com bubble, warning that CoreWeave may face even greater challenges because its infrastructure depreciates more quickly.CRWV shares have been under selling pressure, declining nearly 25% after reporting a mixed fourth-quarter print, in which loss came in at $0.56 per share, wider than Wall Street’s estimate of a loss of $0.50. However, revenue jumped 110% to $1.57 billion, topping the $1.55 billion forecast.The company forecast fiscal 2026 revenue of $12 billion to $13 billion. For the first quarter, it expects sales of $1.9 billion to $2 billion, which is below Wall Street’s $2.29 billion estimate. It also announced plans to raise capital spending to $30 billion–$35 billion to expand its data center footprint.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits remained in the ‘extremely bullish’ territory over the past 24 hours, amid ‘extremely high’ message volumes.<img src="https://news.stocktwits-cdn.com/Coreweave_jpg_d9a1aee4a7.webp" alt="Coreweave.jpg">One user called the development “huge news” and expects the stock to surge to $100. It is currently trading at $78.<stembedurl>https://stocktwits.com/ITradeOnceADay/message/646535227</stembedurl>Another user readjusted their price target to $125 after the deal, from $115 earlier.<stembedurl>https://stocktwits.com/lucidabstract/message/646536820</stembedurl>Year-to-date, the stock has gained around 5%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/why-did-bw-stock-jump-in-pre-market-today/cZd9luhRI5V">Why Did BW Stock Jump 15% In Pre-Market Today?</a> For updates and corrections, email newsroom[at]stocktwits[dot]com.

CoreWeave logo is displayed on a mobile phone, with the company's branding visible in the background, in this photo illustration in Brussels, Belgium, on November 10, 2025. 

CoreWeave Inks Deal With Perplexity – CRWV Stock Gains 6% Pre-Market, On Track To Arrest Post Earnings Slump

The company announced a multi-year partnership with Perplexity, which will run its next-generation systems on CoreWeave’s cloud.

SKYY
First Trust Exchange-Traded Fund III - First Trust Cloud Computing ETF

Feed

News

Sentiment

Fundamentals

Info

Latest SKYY News

SKYYFirst Trust Exchange-Traded Fund III - First Trust Cloud Computing ETF