SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is trending as investors react to a nationwide subscription price hike, which analysts view as a strategic move to boost revenue and fund a massive content budget. The community is actively debating the impact on subscriber churn versus the company's pricing power, while the stock shows relative strength and bullish momentum as traders monitor key technical breakout levels.

Soleno Therapeutics, Inc. operates as clinical-stage biopharmaceutical company, which engages in the development and commercialization of novel therapeutics for the treatment of rare diseases. It focuses on the treatment of metabolic and neurobehavioral disorder. It offers its lead candidate, Diazoxide Choline Controlled-Release (DCCR), an oral tablet for the treatment of Prader-Willi Syndrome (PWS). The company was founded on August 25, 1999 and is headquartered in Redwood City, CA.

Soleno Therapeutics Inc

Soleno Therapeutics is trending following the recent FDA approval of its rare disease drug, VYKAT XR, which has triggered intense market activity and discussions regarding the company's valuation, potential for a future buyout, and its ability to execute a successful commercial launch. Investors and traders are closely monitoring price action as the company transitions into a commercial-stage entity, with active debate surrounding its long-term growth prospects versus risks of dilution or volatility.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Luckin Coffee is generating buzz as investors weigh the strategic implications of its controlling shareholder's acquisition of Blue Bottle Coffee against ongoing speculation regarding a potential U.S. relisting. While some community members express frustration over low trading volume and price volatility, others argue that the company's aggressive expansion and dominant position in the Chinese market present a deep-value opportunity for patient holders.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: Cybersecurity, Internet of Things (IoT), and Licensing and Other. The Cybersecurity segment includes the brand Cylance, BlackBerry Spark, AtHoc, and SecuSUITE. The IoT segment focuses on software licenses, support, maintenance, and professional services. The Licensing and Other segment involves the intellectual property licensing arrangements and settlement awards. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is currently capturing market attention as investors eagerly anticipate upcoming earnings, fiscal guidance, and backlog updates, with the community actively discussing QNX's expanding role in automotive and robotics infrastructure. Traders are closely monitoring technical breakouts and potential short-covering activity ahead of the company's scheduled financial disclosures.

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

Intel Corp.

Intel Corp

Intel is currently trending as investors react to the company's strategic move to repurchase its stake in the Ireland Fab 34 facility, a decision viewed by many as a strong signal of manufacturing confidence and operational control. The community is actively debating the bullish implications of this capital allocation, with many members interpreting the move as a sign that customer demand for advanced CPU and AI infrastructure is strengthening.

FuboTV, Inc. is a consumer-first live TV streaming company with the mission of delivering premium sports, news and entertainment programming that offers greater choice, flexibility and value. The company was founded by David Gandler, Alberto Horihuela Suarez, and Sung Ho Choi on February 20, 2009 and is headquartered in New York, NY.

fuboTV Inc - Ordinary Shares - Class A

fuboTV Inc

Fubo is facing intense selling pressure and high volatility following a recent reverse stock split, with retail investors increasingly frustrated by management's silence and the lack of guidance. The community is deeply divided between those betting on an epic short squeeze due to the low float and those who are cutting losses, warning of further downside as the stock struggles to find a floor.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is trending due to heightened speculation surrounding a potential buyout, as market participants monitor recent biotech deal flow and comments from industry observers. While some investors focus on the company's robust obesity drug pipeline and late-stage clinical progress, others are actively debating the impact of competitive GLP-1 developments and broader macroeconomic volatility on its near-term valuation.

Enovix Corp. engages in the design and development of silicon-anode lithium-ion batteries. The firm's proprietary 3D cell architecture increases energy density and maintains a high cycle life. It is also developing its 3D cell technology and production process for the electric vehicle and energy storage markets to help enable utilization of renewable energy. The company was founded by Mr. Harrold Jones Rust, III, Ashok Lahiri, and Murali Ramasubramanian in November 2006 and is headquartered in Fremont, CA.

Enovix Corporation

Enovix Corp

Enovix is currently a major focus for investors as it balances a record-breaking revenue quarter and a significant share repurchase program against continued skepticism regarding production scaling and testing delays. While the community remains sharply divided, sentiment is currently driven by discussions around the potential for an upcoming purchase order for its high-energy-density batteries and the technical challenges the company faces in reaching mass production.

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 1978 and is headquartered in Fremont, CA.

Seagate Technology Holdings Plc

Seagate Technology (STX) is trending as institutional analysts aggressively upgrade price targets, citing a structural expansion in the hard disk drive cycle and sustained hyperscaler demand. While the stock has seen significant volatility, community discussion remains divided between those betting on long-term data center supply shortages through 2028 and others cautioning against an overheated memory sector.

Neurocrine Biosciences, Inc. is a neuroscience-focused, biopharmaceutical company, which engages in the research and development, commercialization, and sale of pharmaceuticals for the treatment of neurological, neuroendocrine, and neuropsychiatric disorders. Its portfolio of products includes treatments for tardive dyskinesia, chorea associated with Huntington's disease, classic congenital adrenal hyperplasia (CAH), and endometriosis and uterine fibroids. The company was founded by Kevin C. Gorman and Wylie W. Vale in January 1992 and is headquartered in San Diego, CA.

Neurocrine Biosciences, Inc.

Neurocrine Biosciences is in the spotlight following the announcement of a definitive agreement to acquire Soleno Therapeutics, a move aimed at significantly expanding its metabolic and rare disease portfolio. Investors and community members are actively discussing the deal's strategic implications, particularly the potential for long-term growth versus the acquisition premium, as the company works to diversify its product lineup.

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

Workday, Inc. (NASDAQ:WDAY) Receives Average Recommendation of "Moderate Buy" from Brokerages

Shares of Workday, Inc. (NASDAQ:WDAY - Get Free Report) have earned a consensus recommendation of "Moderate Buy" from the thirty-four ratings firms that are covering the firm, MarketBeat.com reports...

Allspring Global Investments Holdings LLC Sells 14,531 Shares of Workday, Inc. $WDAY

Allspring Global Investments Holdings LLC trimmed its holdings in shares of Workday, Inc. (NASDAQ:WDAY - Free Report) by 10.2% in the fourth quarter, according to the company in its most recent...

Why Workday (WDAY) is a Top Growth Stock for the Long-Term

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

J. Safra Sarasin Holding AG Has $467,000 Holdings in Workday, Inc. $WDAY

J. Safra Sarasin Holding AG cut its holdings in Workday, Inc. (NASDAQ:WDAY - Free Report) by 97.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,176 shares of the software maker's stock after sell...

Insider Selling: Workday (NASDAQ:WDAY) Major Shareholder Sells 107,500 Shares of Stock

Workday, Inc. (NASDAQ:WDAY - Get Free Report) major shareholder David Duffield sold 107,500 shares of the business's stock in a transaction dated Tuesday, March 31st. The stock was sold at an average price of $129.76, for a total value of $13,949,200.00. Following the transaction, the insider...

David Duffield Sells 107,500 Shares of Workday (NASDAQ:WDAY) Stock

Workday, Inc. (NASDAQ:WDAY - Get Free Report) major shareholder David Duffield sold 107,500 shares of the firm's stock in a transaction that occurred on Tuesday, March 31st. The shares were sold at an average price of $129.76, for a total value of $13,949,200.00. Following the completion of the...

<ul class="summary-bullets"><li>Major players were heavily impacted even as the broader market held steady and investors shifted toward energy and AI chip stocks.</li><li>The sell-off has been driven by multiple pressures, including fears that advanced AI agents could reduce reliance on traditional software.</li><li>Despite bearish sentiment and continued weakness in IGV, some analysts like Dan Ives say the decline is overdone.</li></ul>U.S. software stocks stumbled sharply in the first quarter (Q1) 2026, marking a dramatic reversal for a sector that had long powered equity market gains. The sell-off has been particularly visible in benchmark trackers like the iShares Expanded Tech-Software Sector ETF (IGV), which recorded a steep quarterly decline, signaling a valuation reassessment across the industry.During Q1, IGV dropped more than 24%, marking its weakest quarter since the 2008 global financial crisis.<h2 class="st-heading-2">Big Tech Names Lead The Decline&nbsp;</h2>Even established names were not spared. Salesforce Inc. (CRM) and ServiceNow Inc. (NOW) experienced abrupt single-session declines, while smaller cloud-focused companies saw deeper valuation cuts.Salesforce and ServiceNow plunged over 30% in Q1, while Workday plummeted nearly 40%. Meanwhile, the broader market remained relatively stable, creating a widening performance gap as capital flowed toward energy stocks and AI-focused chipmakers.<a href="https://stocktwits.com/symbol/IGV">IGV</a> traded over 1% lower in Thursday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘normal’ message volume levels.&nbsp;<h2 class="st-heading-2">What Drove The Tech Sell-Off?</h2>Experts point to a combination of structural pressures behind the drop. The emergence of advanced AI agents like&nbsp;Anthropic’s Claude Cowork and&nbsp;OpenClaw&nbsp;has raised concerns that traditional enterprise software may become less essential. If automated systems can handle workflows independently, demand for individual software licenses could shrink.Software companies are pouring considerable resources into AI infrastructure, including high-performance chips and cloud capacity. While revenues continue to rise, profit margins are tightening, prompting investor skepticism about near-term returns.Third, according to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/newsletters/2026-04-01/market-s-growth-worries-are-justified-as-the-risk-of-recession-is-rising">report</a>, interest rates remain elevated as inflation persists, reducing the appeal of growth-oriented tech stocks that depend on future earnings projections.<h2 class="st-heading-2">Reset Or Opportunity?</h2>Despite the sell-off, some analysts see potential upside. In February, Dan Ives,&nbsp;managing director at Wedbush Securities, characterized the downturn in software stocks as excessive, adding that major players were hit disproportionately and rejected claims that their core business models are broken.Ives said that AI is a structural driver that will expand spending across the enterprise software market.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-highlights-iran-s-ceasefire-request-demands-an-open-and-free-strait-of-hormuz/cZ7HNHRRIny">Trump Highlights Iran’s Ceasefire Request, Demands An Open And Free Strait Of Hormuz</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Traders work on the floor of the New York Stock Exchange.

 IGV ETF Logs Worst Quarter Since 2008 Crisis: Salesforce, ServiceNow, Workday Lose Over 30% 

The rise of advanced AI agents has sparked fears that conventional enterprise software may become irrelevant.

 Is AI Breaking Software Trade? IGV ETF Logs Worst Quarter Since 2008 Crisis

Equity

The rise of advanced AI agents has sparked fears that conventional enterprise software may become irrelevant.


Workday, Inc. $WDAY Shares Acquired by Banque Pictet & Cie SA

Banque Pictet & Cie SA grew its stake in Workday, Inc. (NASDAQ:WDAY - Free Report) by 107.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and...

Bank Pictet & Cie Europe AG Acquires 12,854 Shares of Workday, Inc. $WDAY

Bank Pictet & Cie Europe AG lifted its holdings in shares of Workday, Inc. (NASDAQ:WDAY - Free Report) by 54.3% during the 4th quarter, according to the company in its most recent filing with the...

Wall Street Analysts Think Workday (WDAY) Is a Good Investment: Is It?

Based on the average brokerage recommendation (ABR), Workday (WDAY) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

Workday, Inc. engages in the provision of development of enterprise cloud applications for finance and human resources. It delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Opendoor ($OPEN)

Strategy ($MSTR)

American Eagle ($AEO)

Ondas Inc. ($ONDS)

The stock that proved the power of the crowd. Fueled by community energy and social momentum, this winner captivated retail investors regardless of what the "experts" or traditional fundamentals had to say.

WDAY
Workday Inc

Feed

News

Sentiment

Earnings

Fundamentals

Info

Latest WDAY News

WDAYWorkday Inc