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Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is facing significant investor attention driven by a mix of heavy institutional cloud infrastructure investment and scrutiny over its massive data center debt. While the community is actively debating the company's valuation and long-term debt sustainability in the face of hyperscale AI buildouts, many are focused on the stock's role as a foundational infrastructure play for the AI boom.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is facing a sharp sell-off after Marvell cancelled all purchase orders linked to Celestial AI, citing a confidentiality breach by the company's management. The community is deeply divided, with some investors aggressively buying the dip on belief in the underlying photonics technology, while others argue the loss of a major partner and management's handling of the disclosure reveal deep-seated issues.

Moolec Science SA engages in the development and production of science-based food ingredients. Its products include pet food, animal feed, and dietary supplements. It operates through the following segments: Seed and Integrated Products, Crop Protection, Crop Nutrition, and Emerging Solutions. The company was founded by Gastón Paladini, Henk Hoogenkamp, and Martin Salinas in 2020 and is headquartered in George Town, Cayman Islands.

Moolec Science SA

Moolec Science is seeing heightened retail interest and momentum, largely driven by community discussions around its low float and potential for volatility. While supporters point to recent breakthroughs in molecular farming and strategic shareholding updates as catalysts for a potential squeeze, critics warn of pump-and-dump dynamics and the company's historical financial performance.

Canadian Solar, Inc. engages in the manufacture of solar photovoltaic modules, provision of solar energy and battery storage solutions, and development of utility-scale solar and battery storage products. It operates through the CSI Solar and Global Energy segments. The CSI Solar segment designs, develops, and manufactures solar ingots, wafers, cells, modules, and other solar power and battery storage products. The Global Energy segment includes solar and battery storage project development and sale, asset management services for operational projects, sale of electricity, and investment in retained assets. The company was founded by Shawn Qu in October 2001 and is headquartered in Kitchener, Canada.

Canadian Solar Inc

Canadian Solar is trending as investors weigh significant profitability potential from U.S. manufacturing tax credits and solar-storage project monetization against ongoing concerns regarding high debt levels and sector-wide margin pressures. The community is actively debating whether recent volatility and heavy short interest signal an imminent breakout or if the stock remains trapped in a range-bound downtrend due to macro uncertainty.

Terra is a decentralized financial payment network that rebuilds the traditional payment stack on the blockchain. Luna is the reserve currency of the Terra platform. It has three core functions: i) mine Terra transactions through staking, ii) ensure the price stability of Terra stablecoins and iii) provide incentives for the platform’s blockchain validators.

Terra Luna Classic

Terra Luna Classic is experiencing heightened community activity and bullish sentiment as traders speculate on potential supply-reducing burns and the project's long-term recovery prospects. Investors are actively discussing the impact of exchange-led burn mechanisms and the emergence of new ecosystem projects as catalysts for potential price volatility and renewed interest.

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

Bed Bath & Beyond Inc.

Bed Bath & Beyond Inc

Bed Bath & Beyond is trending after reporting its first revenue growth in nearly five years, with the company focusing on a reset operating strategy and cost-cutting initiatives. Community members are actively debating the viability of this turnaround story, with some traders analyzing recent volume and technical patterns while others remain skeptical of the company's long-term sustainability.

"What's Updog?" is a Community Led token.

UpDog

UpDog is currently trending as a community-driven meme coin that frequently captures attention through high-energy social engagement, poker games, and persistent meme-based wordplay. Market participants remain polarized, with some focusing on speculative potential and aggressive community growth, while others express skepticism regarding its lack of utility and susceptibility to extreme price volatility.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group Corp. is seeing intense community debate following an alleged security incident at the White House Correspondents' Dinner, which has reignited discourse surrounding the company's political ties and leadership. Investors are actively discussing the stock's volatility in the context of broader political news, with sentiment polarized between supporters who view the platform as a key media player and critics who argue that internal governance issues and political distractions outweigh fundamental value.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo is trending due to a major collaboration with Nvidia and Los Alamos National Laboratory to advance nuclear-powered AI data center infrastructure, sparking optimism around its Aurora reactor deployment. Community sentiment remains highly bullish as investors track federal regulatory milestones and growing power demand for AI, while balancing volatility against high-profile analyst coverage and upcoming IPOs in the SMR sector.

Rumble, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

Rumble Inc - Ordinary Shares - Class A

Rumble Inc

Rumble is trending as retail investors rally behind a potential short squeeze, fueled by record short interest, shrinking share availability, and elevated borrow fees. Community excitement is further amplified by the upcoming Northern Data acquisition and strategic partnerships with Tether, which investors believe position the company as an emerging player in the AI cloud infrastructure space.

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IBM ETFs: Buy After Beat or Avoid Amid Cautious Outlook?

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ETFs in Focus as Oracle Shares Spike 8% Post Q3 Earnings Beat

Oracle shares jump after a Q3 earnings beat and higher 2027 revenue outlook, pushing investors to consider ETFs with sizable exposure to the cloud giant.

<ul class="summary-bullets"><li>In a blog post, Anthropic said that tools like its Claude Code can automate the exploration and analysis phases in COBOL modernization.</li><li>It works by mapping dependencies across thousands of lines of code, documenting workflows, identifying risks faster than human analysts, and providing teams with deep insights for informed decision-making, Anthropic said.</li><li>COBOL is a programming language that is frequently employed in high-volume data processing, and is a core business area for IBM.</li></ul>Shares of International Business Machines Corp. (IBM) plummeted more than 13% on Monday, wiping out most of its gains of the past year, after Anthropic announced Claude Code’s Common Business-Oriented Language (COBOL) capabilities.In a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://claude.com/blog/how-ai-helps-break-cost-barrier-cobol-modernization">blog post</a>, Anthropic said that tools like its Claude Code can automate the exploration and analysis phases in COBOL modernization.“With AI, teams can modernize their COBOL codebase in quarters instead of years,” Anthropic said.COBOL is a programming language that is frequently employed in high-volume data processing, most often in banking and administrative systems, and government processes. The language is a core business area for IBM.<h2 class="st-heading-2">What Can Claude Code Do?</h2>Anthropic said that Claude Code’s COBOL modernization is fundamentally different from typical legacy code refactoring.It works by mapping dependencies across thousands of lines of code, documenting workflows, identifying risks faster than human analysts, and providing teams with deep insights for informed decision-making, Anthropic said.The AI company argued that while COBOL is “everywhere,” handling about 95% of all ATM transactions in the United States, with hundreds of billions of lines of the language running in production every day to power critical systems in finance, airlines, and government, “the number of people who understand it shrinks every year.”“AI excels at streamlining the tasks that once made COBOL modernization cost-prohibitive. With it, your team can focus on strategy, risk assessment, and business logic while AI automates the code analysis and implementation,” Anthropic said in the post.<h2 class="st-heading-2">Claude Code Security</h2>Last week, Anthropic <a href="https://stocktwits.com/news-articles/markets/equity/why-did-crwd-okta-net-panw-cyber-security-stocks-fall-today/cZRNZ5GR4xx">announced</a> a new security feature in Claude AI, called Claude Code Security, that it said would scan code for vulnerabilities and suggest targeted fixes, leading to strengthened defenses against emerging AI-based threats.The announcement led to a selloff in cybersecurity companies such as Crowdstrike Holdings Inc. (CRWD), Okta Inc. (OKTA), and Cloudflare Inc. (NET).<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/IBM">IBM shares</a> jumped from ‘bearish’ to ‘bullish’ territory over the past 24 hours, while message volumes jumped to ‘high’ from ‘low’ levels.One user pointed out how modernizing critical COBOL systems would require much more than code analysis, adding that for core customers like large banks, and insurers, IBM's integrated ecosystem is still beneficial.<stembedurl>https://stocktwits.com/Ro_Patel/message/645653218</stembedurl>&nbsp;However, another bearish user pointed out IBM had lost their advantage after this announcement.<stembedurl>https://stocktwits.com/BondedElegance/message/645643787</stembedurl>&nbsp;Shares of IBM declined about 14.7% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/crwd-stock-tumbles-in-cybersecurity-rout-what-is-wall-street-saying/cZRMG3TR4yx">CRWD Stock Tumbles In Cybersecurity Rout — What Is Wall Street Saying?</a>

Chip maker IBM logo is seen at the Mobile World Congress 2025 (MWC) at the Fira de Barcelona. (Photo by Davide Bonaldo/SOPA Images/LightRocket via Getty Images)

IBM Stock Tumbled More Than 13% Today — What’s Anthropic Got To Do With It?

Anthropic on Monday announced Claude’s Common Business-Oriented Language (COBOL) capabilities, which is a core business area for IBM.

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