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Maulcoin

Maulcoin is capturing market attention as the community rallies around its organic, meme-driven growth and a rejection of traditional, high-pressure marketing tactics. Investors are actively discussing the project's grassroots origins and the upcoming milestones intended to drive momentum and long-term engagement.

ESH Acquisition Corp. is a blank check company. It was formed for the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization, or similar business combination with one or more businesses. The company was founded on November 17, 2021 and is headquartered in New York, NY.

ESH Acquisition Corp - Ordinary Shares - Class A

ESH Acquisition Corp is experiencing significant investor interest driven by its status as a low-float SPAC, leading to high volatility and multiple trading halts. The community is actively debating the potential for a massive price squeeze, with many users drawing parallels to other recent high-momentum SPAC runs while debating the sustainability of the current price action.

Alexandria Real Estate Equities, Inc. engages in the provision of space for lease. It offers properties for rent to life science, agriculture technology (agtech), and technology tenants. The company was founded by Alan D. Gold, Gary A. Kreitzer, Joel S. Marcus, and Jerry M. Sudarsky in October 1994 and is headquartered in Pasadena, CA.

Alexandria Real Estate Equities Inc.

Alexandria Real Estate Equities (ARE) is currently drawing significant attention from investors who view the stock as deeply undervalued due to its historically low price-to-FFO ratios and substantial discounts to net asset value despite owning premium life science assets. While the broader market sentiment remains cautious regarding high interest rates and biotech sector headwinds, the community is actively debating whether current levels represent a generational buying opportunity or a deeper long-term correction.

PENGU is the official coin of Pudgy Penguins.  Pudgy Penguins has become the face of crypto with one of the most influential communities in the industry. From large companies wearing the Penguin, to being featured in ETF commercials, to garnering millions of followers and over 100 billion views, the Pengu has become a cultural icon making PENGU the world’s social currency.  PENGU allows for the ever-expanding Pudgy Penguin fanbase and the hundreds of millions of people outside of crypto that see and share the Pudgy Penguin everyday, to join The Huddle. PENGU is a symbol for community, memes, and good vibes.  Believe in Pengu. Believe in the Prophecy.

Pudgy Penguins

Pudgy Penguins is trending as investors highlight its "phygital" brand strategy, specifically citing its massive retail presence in major chains and the launch of the Pengu Visa Card as key drivers for long-term utility. The community is actively discussing accumulation opportunities and comparing the project's unique revenue-generating model against traditional meme coins during this market phase.

Verizon Communications, Inc. is a holding company, which engages in the provision of communications, information, and entertainment products and services. It operates through the Consumer and Business segments. The Consumer segment provides consumer-focused wireless and wire line communications services and products. The Business segment offers wireless and wireline communications services and products, including FWA broadband, data, video and conferencing services, corporate networking solutions, security and managed network services, local and long-distance voice services, and network access to deliver various IoT services and products. The company was founded in 1983 and is headquartered in New York, NY.

Verizon Communications Inc

Verizon Communications Inc.

Verizon is seeing a massive surge in investor interest following strong earnings that highlighted record subscriber growth and a new multi-billion dollar share repurchase program. The community is sharply divided, with bulls pointing to the company's dividend reliability and successful strategic turnaround under new leadership, while bears remain skeptical, citing heavy debt loads and concerns over subscriber reporting metrics.

Shell Plc engages in the business of producing oil and natural gas. It operates through the following segments: Integrated Gas, Upstream, Marketing, Chemicals and Products, Renewables and Energy Solutions, and Corporate. The Integrated Gas segment includes liquefied natural gas, and conversion of natural gas into gas-to-liquids fuels. The Upstream segment focuses on exploration and extraction of crude oil, natural gas, and natural gas liquids. The Marketing segment is involved in mobility, lubricants, and sectors and decarbonization businesses. The Chemicals and Products segment consists of chemicals manufacturing plants with marketing network and refineries, which turn crude oil and other feedstocks into a range of oil products. The Renewables and Energy Solutions segment provides renewable power generation, marketing, trading, and optimizing power and pipeline gas, as well as carbon credits and digitally enabled customer solutions. The Corporate segment covers non-operating activities supporting Shell such as holdings, treasury organization, self-insurance activities, and headquarters and central functions. The company was founded in February 1907 and is headquartered in London, the United Kingdom.

Shell Plc - ADR (Representing - Ordinary Shares)

Shell is currently in the spotlight after the Dutch Court of Appeal overturned a landmark 2021 ruling that previously mandated the company to sharply reduce its carbon emissions. While investors and market participants are parsing the implications of this legal win on Shell's climate strategy and capital allocation, the stock continues to be influenced by broader energy sector volatility and the firm's ongoing efforts to balance transition goals with core fossil fuel profitability.

NXP Semiconductors NV is a holding company which engages in the provision of semiconductor solutions. It operates through the following geographical segments: China, Netherlands, United States, Singapore, Germany, Japan, South Korea, Malaysia, and Other Countries. The company was founded on August 2, 2006, and is headquartered in Eindhoven, the Netherlands.

NXP Semiconductors NV

NXP Semiconductors is currently at the center of market volatility as investors weigh the impact of potential new U.S. export controls on Chinese chip manufacturing against the company's long-term growth prospects in the automotive and AI sectors. The community is actively debating whether the stock represents an oversold value opportunity or a risky play amid broader semiconductor sector uncertainty and shifting geopolitical trade regulations.

Royal Caribbean Group is a cruise company, which engages in the ownership and operation of the following global cruise brands: Royal Caribbean International, Celebrity Cruises, and Silversea Cruises. The firm also holds interest in TUI Cruises GmbH, which operates the German brands TUI Cruises and Hapag-Lloyd Cruises. The company was founded by Arne Wilhelmsen in 1968 and is headquartered in Miami, FL.

Royal Caribbean Group

Royal Caribbean is experiencing significant volatility as investors weigh strong booking demand and raised annual guidance against a quarterly revenue miss and concerns regarding the impact of weather-related disruptions. The broader cruise sector is facing downward pressure as the community actively debates whether the recent sell-off represents an overreaction to temporary operational hurdles or a signal of cooling consumer sentiment.

Aon Plc engages in the provision of risk, health, and wealth solutions. It focuses on risk capital including claim management, reinsurance, risk analysis, management, retention, and transfer; and human capital involving analytics, health and benefits, investments, pensions and retirement, talent and rewards, and workplace wellbeing. The company was founded in 1982 and is headquartered in Dublin, Ireland.

Aon plc. - Ordinary Shares - Class A

Aon is trending following mixed Q4 earnings results that showcased organic revenue growth and strong operational execution, alongside ongoing discussions about its strategic capital allocation and reinsurance partnerships. Investors are actively debating the company's long-term valuation and resilience in the face of complex macroeconomic pressures and insurance sector volatility.

Bandwidth, Inc. engages in the provision of cloud communications software services. The firm is also involved in delivering experiences through voice calling, text messaging, and emergency services applications. The company was founded by Henry Kaestner and David A. Morken in July 2000 and is headquartered in Raleigh, NC.

Bandwidth Inc - Ordinary Shares - Class A

Bandwidth Inc

Bandwidth Inc. is trending as investors weigh its role as a critical infrastructure "toll road" for AI voice agents against broader sector concerns regarding software licensing and SaaS durability. While the community is actively debating the company's valuation relative to its enterprise-grade network moat, much of the conversation focuses on the potential for AI-driven call volume to drive usage-based revenue growth.

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<ul class="summary-bullets"><li>Fastly’s edge-security model is being questioned as AI tools emerge capable of bypassing traditional safeguards.</li><li>Anthropic’s Project Glasswing, with Fastly left out, has raised doubts about its ability to keep pace with evolving AI threats.</li><li>The company indicated that capital spending may increase to 10% to 12% of revenue in 2026.</li></ul>Fastly Inc. (FSLY) shares plunged sharply on Friday, reversing six-week gains as investors reacted to a major development in artificial intelligence that could reshape cybersecurity expectations across the edge computing sector.The steep decline followed the introduction of Anthropic's advanced AI model, Claude Mythos.&nbsp;<h2 class="st-heading-2">Security Model Under Pressure</h2>Anthropic system’s reported ability to autonomously identify and exploit software vulnerabilities has unsettled markets, raising concerns about the resilience of existing edge-based security frameworks.Fastly has positioned itself as a provider of secure, high-speed content delivery at the network edge. However, the emergence of AI tools that can bypass traditional safeguards has raised questions about whether speed-focused infrastructure can still provide meaningful protection.&nbsp;<a href="https://stocktwits.com/symbol/FSLY">Fastly stock</a> traded over 18% lower on Friday afternoon.&nbsp;Unease deepened after Anthropic revealed a cybersecurity collaboration known as Project Glasswing, which includes major technology players. Fastly’s absence from the initiative could make it harder to adapt to rapidly evolving AI-driven threats.<h2 class="st-heading-2">Valuation Reality Sets In</h2>The sell-off reflects growing skepticism around Fastly’s premium valuation, which had climbed to lofty levels amid enthusiasm for “AI at the edge.” While the company posted strong fourth-quarter revenue growth of 23%, the market is questioning whether future earnings can justify the elevated price-to-earnings multiple of 106, according to Koyfin data.&nbsp;The company signaled that capital expenditures could rise to between 10% and 12% of revenue in 2026, roughly double the prior year’s level, suggesting a prolonged investment phase.<h2 class="st-heading-2">How Did Retail Traders React?&nbsp;</h2>On Stocktwits, retail sentiment around the stock remained in ‘extremely bearish’ territory while message volume shifted to ‘high’ from ‘low’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_10_123403_png_b54af6496a.webp" alt="FSLY’s Sentiment Meter and Message Volume as of 12:30 p.m. ET on Apr.10, 2026 | Source: Stocktwits" width="931" height="98"><figcaption>FSLY’s Sentiment Meter and Message Volume as of 12:30 p.m. ET on Apr.10, 2026 | Source: Stocktwits</figcaption></figure>One user said software-as-a-service businesses might take a huge hit.&nbsp;<stembedurl>https://stocktwits.com/lktintu/message/649936388</stembedurl>FSLY stock has gained over 134% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/citron-shorts-applied-optoelectronics-calls-valuation-detached-from-fundamentals-and-flags-downside-risks/cZJ0039RItN">Citron Shorts Applied Optoelectronics, Calls Valuation Detached From Fundamentals And Flags Downside Risks</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Employees work at Fastly's office in San Francisco on Friday, July 20, 2018. 

FSLY Stock Plummets 18%: Fastly Snaps Six-Week Winning Streak As Agentic AI Jitters Resume

Anthropic’s Mythos can independently detect software weaknesses, sparking doubts about the relevance of current edge-based security systems. 

Equity

Anthropic’s Mythos can independently detect software weaknesses, sparking doubts about the relevance of current edge-based security systems. 


<ul class="summary-bullets"><li>Shares of the company tumbled more than 13% on Friday, the most since May 3, 2024.</li><li>Retail traders on Stocktwits, however, dismissed the selloff as an overreaction.&nbsp;</li><li>Earlier, BTIG commented on Anthropic's Claude Mythos model release, saying investor reactions were based on an incorrect reading of its impact.</li></ul>Shares of Cloudflare Inc. (NET) tumbled more than 13% on Friday, heading for the steepest one-day decline since May 3, 2024.The internet security company appears to be caught up in the larger software rout as Software-As-A-Service (SaaS) companies have been bleeding out since Anthropic’s massive revenue run rate announcement as well as updates on its agentic artificial intelligence tools that spooked markets this week.Retail traders on Stocktwits, however, dismissed the selloff as an overreaction. Cloudflare is an American technology company that provides content delivery network, cybersecurity, and domain registration services, among others, operating mainly as a reverse proxy to enhance website performance and security.<h2 class="st-heading-2">What’s Retail Saying?</h2>Retail sentiment on Stocktwits around NET stock jumped from ‘bearish’ to ‘bullish’ over 24 hours, while single-day message volumes shot up about 988%, according to platform data.One bullish user said that Cloudflare was not a SaaS company and the selloff was misplaced.<stembedurl>https://stocktwits.com/wall_street13/message/649949833</stembedurl>Another user called it an "overreaction," adding that the company was largely an infrastructure provider.<stembedurl>https://stocktwits.com/_sansan_/message/649951306</stembedurl>A third user said that the internet would not exist without Cloudflare.<stembedurl>https://stocktwits.com/EderT/message/649953725</stembedurl>Yet another user called the selloff a “gift” for dip buyers.<stembedurl>https://stocktwits.com/PicoPies/message/649939338</stembedurl><h2 class="st-heading-2">What’s Happening With Anthropic?</h2>Earlier this week, <a href="https://stocktwits.com/news-articles/markets/equity/nvidia-amazon-apple-partner-with-anthropic-on-ai-cybersecurity-effort-project-glasswing/cZJBGALRIqT">Anthropic launched Project Glasswing</a>, a cybersecurity initiative alongside major technology companies to improve software security. The company said that it would leverage its unreleased frontier AI model, Claude Mythos Preview, to detect and defend vulnerabilities faster than traditional methods.The Claude-maker also launched a new product that would make it easier for companies to build and deploy their own AI agents. The company also reported $30 billion in revenue run rate, dethroning OpenAI on this key metric.Anthropic’s launches have stoked concerns over a disruption in the SaaS and cybersecurity sectors, sending <a href="https://stocktwits.com/news-articles/markets/equity/now-snow-zs-intu-stocks-plummet-anthropic-connection/cZJWKWuRIsS">shares of multiple software stocks tumbling</a>.Analysts, however, have also dismissed the concerns. Earlier, BTIG commented on Anthropic's Claude Mythos model, saying investor reactions were based on an incorrect reading of its impact, according to TheFly. The analyst said that it believes Anthropic is "effectively giving the world a warning on the increased cyber risk associated with AI," which would ultimately drive more demand for cybersecurity vendors, not less.<a href="https://stocktwits.com/symbol/net">NET stock</a> has gained more than 62% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

NET Stock Heads For Worst Drop In Over 2 Years — Retail Goes Bottomfishing Amid Software Selloff

Cloudflare appears to be caught up in the larger software rout after Anthropic’s latest revenue run rate announcement and new AI product launches. 

<ul class="summary-bullets"><li>Market volatility around Palantir intensified after Burry suggested on social media that Anthropic may be gaining ground.</li><li>Burry later removed the post, but not before it circulated widely among traders focused on AI-linked equities.</li><li>Ives pointed to the company’s proprietary Ontology framework, expanding enterprise contracts, and deep integration across government and commercial sectors as core strengths.</li></ul>Dan Ives, managing director at Wedbush Securities, dismissed “The Big Short’’ investor Michael Burry’s now deleted bearish interpretation of Palantir Technologies Inc. (PLTR), calling it a “fictional narrative” that misrepresents the competitive position.Market chatter intensified after Burry, known for predicting the 2008 housing market crisis, suggested on social media that Anthropic could be gaining an advantage over Palantir. He later removed the post, but not before it circulated widely among traders focused on AI-linked equities.The stock lost over 13% on Wednesday and Thursday alone.&nbsp;<h2 class="st-heading-2">Wedbush Reaffirms Bullish Stance</h2>Ives reiterated an “Outperform” rating and maintained a $230 price target, implying a potential 77% upside to the stock’s closing price on Thursday.&nbsp;He pointed to the company’s proprietary Ontology framework, expanding enterprise contracts, and deep integration across government and commercial sectors as core strengths.<a href="https://stocktwits.com/symbol/PLTR">Palantir stock</a> traded over 5% lower on Friday morning.&nbsp;What Are Retail Traders Saying?&nbsp;On Stocktwits, retail sentiment around the stock changed to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_10_095508_png_b2fc466903.webp" alt="PLTR’s Sentiment Meter and Message Volume as of 09:40 a.m. ET on Apr.10, 2026 | Source: Stocktwits" width="931" height="98"><figcaption>PLTR’s Sentiment Meter and Message Volume as of 09:40 a.m. ET on Apr.10, 2026 | Source: Stocktwits</figcaption></figure>A Stocktwits user said Burry should be charged for manipulation.&nbsp;<stembedurl>https://stocktwits.com/BennyBoy18/message/649933435</stembedurl>Another bullish user expects Palantir and Anthropic to merge at some point for superintelligence.&nbsp;<stembedurl>https://stocktwits.com/romanaround/message/649933277</stembedurl><h2 class="st-heading-2">Growth Drivers And Competitive Landscape</h2>According to Ives, Palantir is benefiting from accelerating demand across both commercial and government segments. U.S. commercial revenue growth has surged more than 137% year over year, while government-related business expanded by roughly 66%, reflecting stronger adoption of large-scale data analytics and AI deployment programs.&nbsp;While investors have expressed concern about AI competition from firms such as Anthropic, Ives stated that these developments do not materially disrupt Palantir’s enterprise positioning.&nbsp;PLTR stock declined by over 29% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crwv-stock-two-week-winning-streak-specialized-cloud-providers-gaining-ground/cZJ0gR5RItW">CRWV Stock On Track For A Two-Week Winning Streak: Are Specialized Cloud Providers Gaining Ground?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Dan Ives speaks at BTC, ETH and WLD are Friends on September 16, 2025 in Washington, DC.

Dan Ives Dismisses Michael Burry’s Bearish Palantir Take: Retail Says ‘Charge Burry For Manipulation’

Ives reaffirmed his ‘Outperform’ rating on the stock and held steady with a $230 price target, suggesting about 77% upside from Thursday’s closing level.

<ul class="summary-bullets"><li>The company’s multi-year partnership with Anthropic will enable the latter to deploy advanced AI systems for developers and businesses.</li><li>CoreWeave strengthens its competitive positioning against Amazon and Microsoft with a GPU-centric architecture.</li><li>CoreWeave aims to spend $30 billion to $35 billion to improve its high-performance AI infrastructure.&nbsp;</li></ul>CoreWeave Inc. (CRWV) stock is on track for two consecutive weekly gains as&nbsp;specialized cloud providers gain momentum over traditional tech giants, with the artificial intelligence infrastructure race intensifying in 2026.&nbsp;The company’s multi-year agreement with Anthropic, announced on Friday, signals a shift in how leading AI companies are choosing to power their systems.<h2 class="st-heading-2">Strengthening AI Infrastructure Capabilities</h2>CoreWeave will power the development and rollout of Anthropic’s Claude family of AI models. The agreement is expected to bring new computing capacity online later in 2026.Anthropic will use CoreWeave’s cloud platform to handle production-level workloads, enabling the deployment of advanced AI systems for developers, enterprises, and startups.<blockquote>"AI is no longer just about infrastructure, it’s about the platforms that turn models into real-world impact.”-Michael Intrator, Co-founder, CEO, Chairman of CoreWeave.&nbsp;</blockquote><a href="https://stocktwits.com/symbol/CRWV">CoreWeave stock</a> traded over 4% higher in Friday’s premarket.&nbsp;<h2 class="st-heading-2">Challenging Traditional Cloud Providers</h2>The deal also highlights rising competition in AI infrastructure, where traditional cloud providers such as Amazon.com Inc. (AMZN) and Microsoft Corp. (MSFT) are facing increasing pressure from specialized players.&nbsp;While legacy tech giants dominate enterprise cloud services, their broader focus has made it harder for them to match the performance and scalability demanded by next-generation AI systems.CoreWeave’s infrastructure emphasizes direct access to GPUs, reducing inefficiencies associated with traditional cloud layers. This design enables faster processing speeds and more efficient scaling, which are critical for training increasingly complex models.&nbsp;On Thursday, CoreWeave deepened its collaboration with Meta Platforms Inc. (META) through a multi-year agreement valued at approximately $21 billion to scale AI capabilities through 2032.<h2 class="st-heading-2">What Are Retail Traders Saying?&nbsp;</h2>On Stocktwits, retail sentiment around the stock turned to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_10_085122_png_371a573472.webp" alt="CRWV’s Sentiment Meter and Message Volume as of 08:30 a.m. ET on Apr.10, 2026 | Source: Stocktwits" width="932" height="100"><figcaption>CRWV’s Sentiment Meter and Message Volume as of 08:30 a.m. ET on Apr.10, 2026 | Source: Stocktwits</figcaption></figure>A Stocktwits user said CoreWeave is positioning itself as a key player in next-generation AI infrastructure, backed by a strong roster of clients.<stembedurl>https://stocktwits.com/skiddy5/message/649920251</stembedurl>The company’s 2026 capital expenditure target in the range of $30 billion to $35 billion is more than double the $14.9 billion spent in 2025.CRWV stock has gained over 28% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-outperforms-in-tough-q1-even-as-memory-crunch-drags-global-smartphone-shipments/cZJ0a2PRIte">Apple Outperforms In Tough Q1 Even As Memory Crunch Drags Global Smartphone Shipments</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of AI cloud-computing startup CoreWeave is displayed on a smartphone screen on May 16, 2025 in Suqian, Jiangsu Province of China. 

CRWV Stock On Track For A Two-Week Winning Streak: Are Specialized Cloud Providers Gaining Ground?

Under the terms of the latest deal, CoreWeave will provide the computing infrastructure supporting the development and deployment of Anthropic’s Claude AI model lineup.

<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.

A microchip and Intel logo displayed on a phone screen in this multiple illustration photo. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

INTC, SNDK, AEHR Stocks Hit 52-Week Highs Today: What’s Driving The Rally Across AI Infra Plays?

UBS expects DDR prices to rise 37% and NAND prices 40% in Q2, boosting the AI memory demand outlook.

<ul class="summary-bullets"><li>Palantir shares declined 7.3% on Thursday.</li><li>Traders highlighted Palantir's strong financial position and growth rate, shrugging off Burry’s thesis and the recent stock weakness.</li><li>Stocktwits sentiment for PLTR climbed higher in the ‘extremely bullish’ zone.</li></ul>Palantir Technologies Inc.’s shares dropped for a second straight session on Thursday&nbsp;after ace investor Michael Burry indicated that&nbsp;the data analytics company might be losing enterprise software market share to Anthropic. Still, retail traders turned even more optimistic, appearing to dismiss Burry’s thesis.<a href="https://stocktwits.com/symbol/PLTR">Palantir shares</a> dropped 7.3% on Thursday,&nbsp;their sharpest slide in over two months, setting them on course&nbsp;for their worst week in more than two months. The stock has declined 13% in two days and is now down nearly 27% year-to-date.“The Big Short” investor on Wednesday&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-warns-palantir-will-likely-lose-enterprise-market-to-anthropic/cZJfc08RIAX">said</a> that “Anthropic is eating Palantir’s lunch,” highlighting the AI startup’s rapid growth in its annual revenue run-rate from $9 billion to $30 billion. Burry has since&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/michaeljburry/status/2041891378871824549">deleted</a> those posts from X and his Substack as&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/palantir-selloff-retail-traders-shrug-off-michael-burry-s-now-deleted-short-thesis-nhs-boost-adds-to-optimism/cZJgy3tRIr9">criticism mounted</a> that his view was flawed and primarily&nbsp;served to support&nbsp;his own market positions.Several traders argued that Anthropic and Palantir operate in different niches and that&nbsp;comparing them is unfair. Anthropic builds AI models, while Palantir builds software platforms (AIP, Foundry) that enable large organizations to use those models with their own private data.<h2 class="st-heading-2">Retail Grows More Bullish On PLTR</h2>As the shares slid, retail sentiment for PLTR on Stocktwits inched higher, reaching ‘extremely bullish’ (90/100) as of late Thursday.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_10_at_8_14_47_AM_png_3e1d2814fa.webp" alt="Screenshot 2026-04-10 at 8.14.47 AM.png" width="593" height="81"><figcaption>PLTR sentiment and message volume as of April 9 | Source: Stocktwits</figcaption></figure>“$PLTR do investors look at the financials or just listen to a known short seller spewing shit,”&nbsp;<a href="https://stocktwits.com/Mypointofbay/message/649885962">said</a> a trader. “PLTR is blowing out earnings, growing like a weed and its value is way more than $130. I’m buying.”Another&nbsp;<a href="https://stocktwits.com/Wellplayedtrades/message/649880140">wrote</a>: “I’m so tired [of] hearing about Anthropic beating Palantir because it makes no sense. At a high level, Palantir Technologies complements models from OpenAI and Anthropic because they solve different layers of the same stack. Palantir gives context that an LLM lacks. LLMs are great at advice and Palantir is built for execution. In short, Palantir turns a chatbot into a decision engine. The end.”Palantir and Anthropic offer an integrated platform to the&nbsp;defense sector. Palantir’s Project Maven integrates Anthropic’s Claude models via its AI Platform (AIP) to analyze defense data and generate intelligence insights within operational workflows.A number of traders also voiced frustration&nbsp;with Burry and suggested that federal regulators&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/Edx5/message/649853371">investigate him</a> for market manipulation.Burry is short on Palantir, a position he disclosed last September, and has repeatedly raised concerns over the company’s business, including alleged inflated accounting and high spending on private jets by its chief executive, Alex Karp.<h2 class="st-heading-2">Palantir’s Business Booms, Analysts Take Note</h2>Although Palantir’s stock has largely traded in a see-saw manner this year, several business updates point to growing momentum for the company’s software. The company’s fourth-quarter sales rose 70%, including a 93% growth in the U.S. business, and profits nearly doubled, according to&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/palantir-beats-q4-estimates-reports-surge-in-revenue/cZbgzudR4kD">results</a> published in early February.More recently, Palantir extended its partnership with auto-maker Stellantis for another five years, as well as with consultancy Bain &amp; Co. Reports suggest Palantir is one of the main firms&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/palantir-stock-rises-after-hours-it-s-reportedly-building-software-for-trumps-185b-golden-dome-missile-shield/cZ3YBeSRI1p">working on the core software</a> that will run the U.S.’s upcoming Golden Dome missile defense system.&nbsp;Rosenblatt, which reiterated its ‘Buy’ rating on shares last month, said the Golden Dome contract could be worth "many billions of dollars" for Palantir in the first phase alone. Meanwhile, Benchmark initiated coverage on PLTR with a ‘neutral’ rating, arguing that the stock’s high valuation and the company’s tough financial comparisons justify the view.&nbsp;<h2 class="st-heading-2">Anthropic’s March Pressures SAAS Stocks</h2>Meanwhile, Anthropic&nbsp;appears to be going from strength to strength. Besides recently reporting the sharp jump in its ARR, it's been launching new AI tools at a rapid pace.&nbsp;In the last few days, the startup rolled out Claude Managed Agents, designed to streamline, automate, and increase the use of its tools in workflows, and a new AI model with&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crowdstrike-palo-alto-stocks-surge-anthropic-s-latest-ai-rollout-turns-into-tailwind-for-once/cZJOYFhRIqk">application in cybersecurity</a>.Consistent with past trends, shares of major software companies such as Intuit, Autodesk, and Adobe, as well as cybersecurity firms CrowdStrike and Palo Alto Networks, dropped sharply.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

An illustration photo shows Palantir logo in a smartphone. (Photo credit should read CFOTO/Future Publishing via Getty Images)

Palantir Stock Heads For Worst Week In 2 Months: Burry’s Deleted Posts Still Echo, But Retail Is Snapping Up Every Dip

Burry has deleted posts in which he indicated that Palantir is losing enterprise market share to Anthropic, even as traders have argued that the two operate in different market niches. 

<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. 

<ul class="summary-bullets"><li>Burry has deleted the posts where he indicated that Palantir might be losing enterprise software market share to Anthropic.</li><li>Burry has held a short position on PLTR since last September.</li><li>Stocktwits sentiment for PLTR flipped to ‘bullish’ from ‘bearish’ amid the share drop.</li></ul>A critical remark from “The Big Short” investor Michael Burry on Palantir Technologies sent the stock to its steepest drop in two months on Wednesday, even as the broader market climbed. Now, Burry has deleted the posts from X and his Substack – where he wrote “Anthropic is eating Palantir’s lunch” – and is facing mounting scrutiny over his thesis.Burry&nbsp;is short on&nbsp;Palantir, a position he disclosed last September, and has repeatedly voiced concerns over the company’s business, including alleged inflated accounting and high spending on private jets by its chief executive, Alex Karp.&nbsp;In the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/michaeljburry/status/2041891378871824549">now-deleted posts</a>, he indicated that Palantir might be losing enterprise software market share to Anthropic, which recently&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-tops-open-ai-on-revenue-with-30-b-run-rate-while-space-x-plans-june-investor-roadshow-ahead-of-mega-ip-os/cZJJmVzRIpR">disclosed</a> that its average revenue run-rate had climbed to $30 billion from $9 billion in a matter of months.Of note is a key collaboration between Palantir and Anthropic in the former’s main and widely used defense software. Palantir’s Project Maven integrates Anthropic’s Claude models via its AI Platform (AIP) to analyze defense data and generate intelligence insights within operational workflows.<h2 class="st-heading-2">Traders Question Burry’s PLTR Vs Anthropic Thesis</h2>Burry’s comments sparked a huge debate among traders on Stocktwits, with many arguing that his comparison is flawed and serves only his agenda.“Burry is trying to cause algos to sell-off based on keywords. He tried (the) same BS in one of his last attempts advocating accounting trickery with the Karp private jet cost crap,” a user&nbsp;<a href="https://stocktwits.com/PeteZah1/message/649746937">said</a>. “Anthropic isn't eating into PLTR, PLTR and anthropic are eating into the human inefficiency and generic software.”Another&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/AngryTwitts/message/649770393">wrote</a>: “Anthropic can never displace Palantir. Burry is just desperate.”&nbsp;The core argument is that Anthropic vs Palantir is not an apples-to-apples comparison. Anthropic builds AI models, while Palantir builds software platforms (AIP, Foundry) that enable large organizations to use those models with their own private data.In fact, Stocktwits retail sentiment for PLTR flipped to ‘bullish’ early Thursday, from ‘bearish’ the previous day. The stock inched marginally higher in the overnight session. “Any volatile PLTR dips like today…are gifts,”&nbsp;<a href="https://stocktwits.com/RoadWarrior66/message/649780585">posted</a> a user.&nbsp;<h2 class="st-heading-2">NHS Boost For PLTR</h2>Meanwhile, enterprise customers appear to be hooked on Palantir’s platform. The UK’s National Health Service is planning to embed&nbsp;the company’s technology deeper into hospitals over the coming year, the Financial Times <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/1ac7a046-329c-4036-b01e-f2291dde28ca?syn-25a6b1a6=1">reported</a>, citing comments from a chief scientist at the federal agency.NHS’s Federated Data Platform, which collates patient information and is largely powered by Palantir’s Foundry software, is delivering “outstanding results” by speeding up surgery and getting patients home quicker, Ming Tang, chief data officer at NHS England, was quoted as saying.<a href="https://stocktwits.com/symbol/PLTR">Palantir shares</a> are down 21% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nbis-stock-tests-rally-after-report-flags-acquisition-talks-with-an-israeli-startup-once-eyed-by-nvidia/cZJgw0MRIr4">NBIS Stock Tests Rally After Report Flags Acquisition Talks With An Israeli Startup Once Eyed By Nvidia</a>

Michael Burry attends the "The Big Short" New York premiere at Ziegfeld Theater on November 23, 2015 in New York City.

Palantir Selloff: Retail Traders Shrug Off Michael Burry’s Now-Deleted Short Thesis — NHS Boost Adds To Optimism

“The Big Short” investor’s critical commentary shaved over 6% off PLTR stock on Wednesday. Burry has deleted the posts where he indicated that Palantir might be losing enterprise software market share to Anthropic.

“The Big Short” investor’s critical commentary shaved over 6% off PLTR stock on Wednesday.


<ul class="summary-bullets"><li>Muse Spark is a closed LLM model that will power all of Meta’s AI products, including its AI assistant in the Meta AI app and meta.ai.&nbsp;</li><li>The model will also be up for private preview via API to select partners, Meta said.&nbsp;</li><li>The announcement comes as Meta has started pivoting aggressively to focus on AI development in a bid to catch up with rivals like OpenAI, Anthropic, and Google.</li></ul>Meta Platforms Inc. (META) on Wednesday announced the first artificial intelligence model from its Meta Superintelligence Labs as it forges ahead with its AI ambitions.<a href="https://stocktwits.com/symbol/META">META stock</a> surged nearly 9% following the announcement.Muse Spark is the first in a new series of large language models (LLMs) from Meta Superintelligence Labs, the company said.<h2 class="st-heading-2">What Is Muse Spark?</h2>Muse Spark is a closed LLM model that will power all of Meta’s AI products, including its AI assistant in the Meta AI app and meta.ai. Meta said that it will also be rolled out to its other products, including WhatsApp, Instagram, Facebook, Messenger, and AI glasses in the coming weeks.Additionally, the model will also be up for private preview via API to select partners, with “hope to open-source future versions of the model,” as per the company.“This initial model is small and fast by design, yet capable enough to reason through complex questions in science, math, and health. It is a powerful foundation, and the next generation is already in development,” Meta said in a statement.<h2 class="st-heading-2">Superintelligence Push</h2>This year, Meta began pivoting aggressively from its virtual reality and metaverse initiatives to increase its focus on AI development in a bid to catch up with rivals like OpenAI, Anthropic, and Google.The company increased capital expenditures for 2026 to up to $135 billion, a significant leg up from the previous year. CEO Mark Zuckerberg said to investors that a majority of this would be to <a href="https://stocktwits.com/news-articles/markets/equity/meta-q4-earnings-beat-expectations-announces-higher-infrastructure-spend-on-superintelligence-for-2026/cmyg0zvR40A">improve Meta Superintelligence Labs</a>.The tech giant has also embarked on a multibillion-dollar hiring spree to boost its superintelligence talent pool, bringing in top AI talent, including <a href="https://stocktwits.com/news-articles/markets/equity/mark-zuckerberg-announces-overhaul-of-ai-division-with-superintelligence/chmZYMcRR7W">Alexandr Wang, founder and CEO of Scale AI</a>, who joined Meta in June 2025 after a $14.3 billion investment in the company.Most recently, Meta reportedly <a href="https://stocktwits.com/news-articles/markets/equity/meta-hires-ex-google-ex-stripe-dreamer-team-sans-tech-forsuperintelligence-push-report/cZ3mVk4RIKR">hired executives from AI startup Dreamer</a>, which helps launch AI agents. This included co-founder Hugo Barra, who reportedly joined the Superintelligence Labs team under Wang.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around META stock improved from ‘bearish’ to ‘neutral’ territory, while message volumes also jumped from ‘low’ to ‘normal’ levels.One bullish user said the company’s stock would surge up to $650 soon. META shares were trading around $625.13 at the time of writing.<stembedurl>https://stocktwits.com/91baby/message/649730982</stembedurl>Another user said that Meta’s new model would reach billions of daily active users, highlighting the massive distribution, data, and monetization potential.<stembedurl>https://stocktwits.com/SectorRotator_/message/649735393</stembedurl>META stock has risen more than 22% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Meta logo displays on the screen of a smartphone placed on a surface reflecting the circular Meta AI logo.

META Stock Surges Amid First AI Model From Superintelligence Labs — Retail Eyes Further Upside

Muse Spark is the first in a new series of large language models (LLMs) from Meta Superintelligence Labs, the company said. 

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