SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Maulcoin

Maulcoin is trending as the community celebrates the recovery of its ticker symbol and continues to push for broader visibility while emphasizing their commitment to an organic, long-term project. Investors are actively discussing the potential for a forthcoming chart listing and rallying around a narrative of collective building to differentiate themselves from short-term memecoin scams.

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

Amazon is seeing significant momentum driven by CEO Andy Jassys confirmation of a massive AI infrastructure spend and a $20 billion revenue run rate for its custom silicon business, sparking optimism that it is successfully pivoting toward long-term AI dominance. Community sentiment is increasingly bullish, with traders actively discussing its strategic partnerships with Anthropic and the potential for a major valuation re-rating as AWS scales.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is trending following a significant multi-year cloud infrastructure deal with Anthropic to support its Claude models, signaling sustained demand for high-performance AI compute. While the partnership has fueled bullish sentiment around its expanding roster of major AI clients, traders are simultaneously debating the impact of the company's concurrent upsized debt offering and broader market volatility.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuit is currently trending as investors debate whether the recent sharp sell-off is a fundamental breakdown driven by AI-related disruption or a massive overreaction to bearish sentiment. While community sentiment is heavily divided, many are treating the pullback as a long-term opportunity to buy a profitable, high-margin leader at valuation levels not seen in years, pointing to share buyback acceleration and a strong competitive moat as key catalysts for a potential reversal.

VS Trust - 2x Long VIX Futures ETF

Volatility Shares 2x Long VIX Futures ETF

Investors are actively flocking to UVIX as a hedge against rising geopolitical tensions in the Middle East and concerns over oil supply disruptions following the closure of the Strait of Hormuz. The community is heavily debating whether the current market stability is a temporary lull driven by political rhetoric or a fragile calm before a significant volatility breakout, fueling intense discussion around potential black swan events.

iShares Trust - iShares Expanded Tech-Software Sector ETF

iShares Expanded Tech-Software Sector ETF

The iShares Expanded Tech-Software Sector ETF (IGV) is currently the focal point of a intense debate over whether the sector is experiencing a permanent structural 'SaaSpocalypse' driven by AI disruption or a prime contrarian buying opportunity. While many community members highlight deep valuation compression and signs of institutional accumulation at multi-year lows, others caution that the sector remains highly vulnerable to continued volatility and potential further downside as AI models continue to challenge traditional software business models.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is seeing heightened community discussion as investors weigh its aggressive infrastructure expansion against ongoing concerns regarding potential equity dilution from its sizable at-the-market offering. The stock is currently being closely monitored for a potential breakout as traders look for news on site energizations and new hyperscaler partnerships to confirm its competitive standing within the evolving AI and data center sector.

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

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir Technologies is experiencing heightened volatility and intense social media debate after a high-profile public endorsement from former President Trump, which has fueled a tug-of-war between retail traders banking on a government-backed "narrative tailwind" and bearish investors, including notable figures like Michael Burry, who are focusing on valuation concerns and competitive threats. The active community discussion centers on whether this presidential spotlight will act as a structural catalyst for further government contracts and a short squeeze, or if fundamental pressure from the broader software sector and repricing risks will ultimately dictate the stock's near-term direction.

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

REalloys Inc.

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

Sezzle, Inc. engages in the operation of a digital payment platform that enables bank-to-bank transfer of money between consumers and businesses. The company was founded by Charlie G. Youakim, Killian Brackey and Paul V. Paradis on January 4, 2016 and is headquartered in Minneapolis, MN.

Sezzle Inc.

Sezzle is seeing intense market volatility and increased short interest following a board-level shakeup, with the community actively debating whether the resignation of a key board member signals deeper governance issues or a buying opportunity. Traders are heavily focused on the company's strong fundamentals and upcoming earnings as potential catalysts to trigger a short squeeze against a backdrop of ongoing institutional accumulation.

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

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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Snowflake (NYSE:SNOW) Stock Price Down 8.5%  - Time to Sell?

Snowflake (NYSE:SNOW) Shares Down 8.5% - Time to Sell...

SNOW Deadline: Rosen Law Firm Urges Snowflake Inc. (NYSE: SNOW) Stockholders with Losses in Excess of $100K to Contact the Firm for Information About Their Rights

Rosen Law Firm, a global investor rights law firm, reminds investors about a class action lawsuit on behalf of purchasers of Class A common stock of Snowflake Inc. (NYSE: SNOW) between June 27, 2023 and the close of the market on February 28, 2024 (4:00 p.m. ET). Snowflake describes itself as a...

Snowflake (NYSE:SNOW) Sees Unusually-High Trading Volume - Here's Why

Snowflake (NYSE:SNOW) Sees Unusually-High Trading Volume - Still a Buy...

<ul class="summary-bullets"><li>Software stocks were pressured after Anthropic announced new functionality in its Cowork platform, seen as a challenger to certain software products.</li><li>WDAY dropped to a six-year low, and CRM hit a three-year low.</li><li>Stocktwits sentiment CRM, SNOW, WDAY climbed higher amid the selloff and was ‘extremely bullish’ on Thursday.</li></ul>Shares of Salesforce, Inc., Snowflake, Inc., and Workday, Inc. dropped to fresh multi-year lows on Thursday, triggered by new AI announcements from Anthropic.Software heavyweight Microsoft, as well as key names Palantir, Intuit, Zscaler, and Snowflake, also suffered declines on a day that was positive for the broader market.<h2 class="st-heading-2">What's Driving CRM, SNOW, WDAY Lower?</h2><a href="https://stocktwits.com/symbol/CRM">Salesforce shares</a> dropped nearly 3% to $170.85, its lowest level since March 2023. Shares have fallen for four days, cumulatively 9%, even as the market has ticked higher following the United States and Iran agreeing to a ceasefire.Software stocks are unable to shake out the intense selling pressure. In recent months, concerns about stretched tech valuations were exacerbated by a string of AI launches from Anthropic, fanning worries that its tools might impact demand for certain niche software.In January, Anthropic debuted its Claude Cowork platform, which is designed to integrate AI into enterprise workflows, enabling shared context, documents, and real-time collaboration around AI outputs. The company has steadily added capabilities geared towards coding, legal, cybersecurity and other tasks, in many cases overlapping with software solutions already in the market.<a href="https://stocktwits.com/symbol/IGV">The iShares Expanded Tech Software ETF (IGV)</a> got dumped hard again on Thursday, losing nearly 5% in the last two sessions. Amid weakness, Salesforce has launched an accelerated buyback plan for up to $25 billion, while board members David Kirk and Laura Alber purchased $500,000 in shares each last month.<a href="https://stocktwits.com/symbol/SNOW">Snowflake shares</a> declined a whopping 13% to $132.24, their lowest level since August 2024. The stock is down 40% since the start of the year.Last week, Benchmark initiated coverage on SNOW with a ‘Buy’ rating and $190 price target, projecting a 68% upside. As a top infrastructure pick, it meets key SaaS investment criteria, including technology leadership, high AI defensibility, a $500 billion-plus total addressable market, consistent beat-and-raise execution, and top-tier profitable growth targeting Rule of 50+, the research firm said.<a href="https://stocktwits.com/symbol/WDAY">Workday shares</a> declined 5.1% to $137.84, their lowest level since March 2020. The stock has declined for four days straight, losing over 14%, and is down 47% since the start of the year.In the past week, Citi lowered its price target on WDAY sharply to $148 from $247, while Rothschild lowered it to $210 from $270. The company's decelerating sales trends and uncertainty on future strategy following the change of CEO in January were weighing on the view, Rothschild said.<h2 class="st-heading-2">What Retail Traders Think About CRM, SNOW, WDAY?</h2>Despite the sharp drop, retail sentiment for all three tickers has climbed in the last two days and was ‘extremely bullish’ on Thursday, as many traders see the multi-year lows as a premium opportunity to build exposure.“$CRM Took a $250 share starter here. The AI narrative is way overblown. Tell me a Fortune 500 business that runs their entire CRM process through AI. The answer is none,”&nbsp;<a href="https://stocktwits.com/Ladd220/message/649826686">argued</a> a trader.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/palantir-stock-heads-for-worst-week-in-2-months-burry-s-deleted-posts-still-echo-but-retail-is-snapping-up-every-dip/cZJiUL8RIso">Palantir Stock Heads For Worst Week In 2 Months: Burry’s Deleted Posts Still Echo, But Retail Is Snapping Up Every Dip</a>&nbsp;

Traders work on the floor of the New York Stock Exchange (NYSE). Salesforce, Snowflake and Workday stocks fall to fresh lows. (Photo by Spencer Platt/Getty Images)

CRM, SNOW, WDAY Stocks Hit 52-Week Lows: What's Driving The Selloff?

Software stocks continue to face pressure even as the broader market climbs on a de-escalation in the Middle East war.

Equity

Software stocks continue to face pressure even as the broader market climbs on a de-escalation in the Middle East war.


Amazon, Snowflake, Tempus AI, Arrive AI And Eos Energy: Why These 5 Stocks Are On Investors' Radars Today

Major U.S. indices closed higher on Thursday, with the Dow Jones Industrial Average up 0.58% at 48,185.80.read more...

Snowflake Inc. (SNOW) Stock Sinks As Market Gains: Here's Why

Snowflake Inc. (SNOW) closed the most recent trading day at $132.42, moving 11.72% from the previous trading session.

Snowflake (NYSE:SNOW) Stock Price Down 11.8%  - Here's Why

Snowflake (NYSE:SNOW) Stock Price Down 11.8% - Time to Sell...

<ul class="summary-bullets"><li>According to CNBC, Ben Reitzes of Melius Research reportedly told investors in a note that he expects automation to impact software companies across the board, including the Magnificent Seven.</li><li>Meanwhile, John Belton, portfolio manager at Gabelli Funds, told CNBC that he would be keeping software exposure in the portfolios he manages at a low level until signs of stabilizing or bottoming sentiment were visible.&nbsp;</li><li>Reitzes instead believes that the clear beneficiaries of AI could continue to be in hardware, like in semiconductors.</li></ul>Shares of multiple Software-as-a-Service (SaaS) stocks took a beating down on Thursday, including shares of ServiceNow Inc. (NOW), Snowflake Inc. (SNOW), Zscaler Inc. (Z), and Intuit Inc. (INTU), which declined sharply.Analysts believe the rout is related to Anthropic’s $30 billion revenue run rate announcement, dethroning OpenAI on this key metric, as well as latest updates on its agentic AI tools, including Claude Managed Agents. The company said that its updates would reduce time taken for developers to build their own agents, reviving concerns for software stocks.“That Anthropic update was staggering,” Ben Reitzes, head of technology research at Melius Research, reportedly told investors in a note, referring to the revenue run rate.According to <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/04/09/anthropic-new-ai-agent-software-stocks-selloff.html">CNBC</a>, Reitzes said in the note that he expects automation to impact software companies across the board, including members of the Magnificent Seven. “SaaS is to be avoided,” Reitzes reportedly told CNBC.NOW stock was down nearly 8% at the time of writing, while SNOW stock, ZS stock, and INTU stock fell 12%, 11.8%, and 6.8%, respectively.<h2 class="st-heading-2">Anthropic’s Threat</h2>Reitzes reportedly said Anthropic’s latest update on its revenue run rate highlighted how software is increasingly being “tokenized” to replace and enhance labor across a market opportunity worth tens of trillions of dollars. He added that this shift is still in its very early stages, and companies need to align their narratives with this exponential trend for their stocks to perform.“The market is getting it right in SaaS,” Reitzes said, as per CNBC.” “No platform is safe even as we’ve lost $1.4T in SaaS market cap since Anthropic was worth just $18B in January 2025.”Meanwhile, John Belton, portfolio manager of GGRW ETF at Gabelli Funds, told CNBC that he would be keeping software exposure in the portfolios he manages at a low level until signs of stabilizing or bottoming sentiment were visible. ″[I’m] pretty confident that not every software company is going to be a loser, but I’m also confident that there will be many losers,” said Belton.Reitzes has instead said that the clear beneficiaries of AI could continue to be in hardware, like in semiconductors.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/NOW">NOW shares</a>, <a href="https://stocktwits.com/symbol/SNOW">SNOW stock</a>, and <a href="https://stocktwits.com/symbol/INTU">INTU shares</a> was in the ‘extremely bullish’ territory at the time of writing, while retail sentiment for <a href="https://stocktwits.com/symbol/ZS">ZS stock</a> was in the ‘bullish’ territory.Meanwhile, retail sentiment around ANTHROPIC was ‘extremely bullish.’One user dismissed the selloff, calling it “ridiculous.”<stembedurl>https://stocktwits.com/Agile_Mango_Penguin/message/649817090</stembedurl>Meanwhile, the <a href="https://stocktwits.com/symbol/IGV">iShares Expanded Tech-Software Sector ETF</a> (IGV), which tracks American software stocks, declined more than 4% 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/now-stock-headed-for-worst-week-in-two-months/cZJWiTyRIsK">NOW Stock Is Headed For Its Worst Week In Two Months — Will Q1 Results Bring Relief?</a>

The Claude by Anthropic app logo appears on the screen of a smartphone in Reno, United States, on November 21, 2024. (Photo by Jaque Silva/NurPhoto via Getty Images)

NOW, SNOW, ZS, INTU Stocks Plummet — What's The Anthropic Connection With Software Selloffs?

Analysts believe the rout is related to Anthropic’s $30 billion revenue run rate announcement, and its latest updates on agentic AI tools, including Claude Managed Agents. 

Snowflake (NYSE:SNOW) Reaches New 1-Year Low - Should You Sell?

Snowflake (NYSE:SNOW) Sets New 12-Month Low - Should You Sell...

SaaS Stock Meltdown: ServiceNow, Salesforce, Cloudflare, Snowflake Hit Hard

SaaS stocks fall again after fresh model releases from Anthropic and Meta that reignited AI replacement fears.read more...

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Menlo Park, CA.

Snowflake Inc

Warranted - fundamentals justify the decline

Overdone - the market is overreacting

Too early to tell

Is the selloff in software stocks warranted or overdone?

Stocktwits

Stocktwits Polls

Investors are fleeing traditional software stocks, led by widespread fear that next-gen AI models are making legacy enterprise platforms obsolete.

High-volume selloffs and fresh 52-week lows are triggering heated debates over whether this is a market bottom or the start of a deeper collapse.

Bearish sentiment is mounting as users worry that emerging AI agents and lean startups will undercut the long-term value of established data warehouse incumbents.

Contrarian traders are aggressively scaling into positions, citing oversold conditions and strong historical growth despite the prevailing negative narrative.

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Snowflake Inc

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