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Applied Digital Corporation

Applied Digital is currently trending as investors brace for the latest quarterly earnings report, with the community actively debating whether the company can secure major hyperscaler deals to justify its significant infrastructure debt. While some investors remain cautious about volatility, many are betting on a potential short squeeze fueled by robust AI data center demand and aggressive expansion plans.

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 is seeing intense volatility following a highly contentious short commentary that claims competitors are eroding its enterprise market share, leading to a fierce debate between retail investors dismissing the claims as market manipulation and skeptics concerned about the company's premium valuation. While the broader market shows resilience, community discussion remains heavily polarized as traders weigh these growth threats against Palantir's entrenched role in mission-critical government and enterprise AI.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is currently facing intense selling pressure as investors react to a critical analyst downgrade and persistent concerns over declining delivery figures and execution risks. The community is actively debating the company's valuation, with many traders closely monitoring support levels while expressing frustration over the stock's inability to participate in the broader market's recent rally.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is trending as investors debate the impact of AI on its long-term business model, with the stock recently hitting 52-week lows despite strong institutional support and insider buying from leadership. The community is actively divided, with many debating if recent share price volatility represents a genuine valuation reset or an overreaction to fears that new AI agent technologies could displace traditional SaaS enterprise platforms.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehr Test Systems is surging as the company announced a major new customer contract for its high-power wafer-level burn-in systems, fueling investor optimism regarding its expansion into silicon photonics and AI data center infrastructure. The community is actively debating the stock's valuation and the sustainability of its rapid price movement, with traders closely watching upcoming earnings as a critical catalyst for the stock's next move.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is seeing significant community attention as investors debate its long-term potential following a recent business update and the disclosure of its 2026 revenue outlook. While some market participants express frustration over recent price volatility and cautious guidance, many investors remain bullish, viewing the company as an undervalued player in the quantum sector with strong institutional partnerships and long-term upside.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce is at the center of investor focus following the initiation of a $25 billion accelerated share repurchase program, the largest in history. While the community is actively debating whether this massive capital return will serve as a permanent floor or if ongoing AI-driven disruption fears will continue to pressure the stock, market participants are closely watching for signs that this technical catalyst can break the stock's recent downtrend.

Replimune Group, Inc. is a clinical-stage biotechnology company. It engages in the business of developing oncolytic immunotherapies for the treatment of cancer. The company was founded by Philip Astley-Sparke, Colin A. Love, and Robert Coffin in March 2015 and is headquartered in Woburn, MA.

Replimune Group Inc

Replimune Group is trending due to significant volatility and investor speculation ahead of an upcoming FDA decision on their skin cancer drug, with community discourse heavily polarized between traders betting on a rejection and those hopeful for a reversal of fortune. Many participants are actively monitoring options flow and insider activity, debating whether the stock's recent price action is driven by an information leak or speculative positioning by institutional funds.

Costco Wholesale Corp. engages in the provision of operation of membership warehouses through wholly owned subsidiaries. It operates through the following geographical segments: United States, Canada, and Other International Operations. The company was founded by James D. Sinegal and Jeffrey H. Brotman in 1983 and is headquartered in Issaquah, WA.

Costco Wholesale Corp

Costco is currently trending as investors monitor its resilience amid broader retail sector volatility, with the community actively debating whether its premium valuation remains justified by consistent membership growth and operational efficiency. Sentiment is bolstered by the stock's role as a defensive hedge, while traders closely watch key psychological support levels and ongoing discussions regarding potential future catalysts like a stock split.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is trending following news of potential engineering delays for its upcoming foldable iPhone, fueling debate among investors over whether the stock is a buying opportunity at these levels. The community is actively discussing the stock's long-term product roadmap, the impact of patent litigation in the Chinese market, and whether the recent pullback is an artificial shakeout driven by algorithmic positioning.

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<ul class="summary-bullets"><li>Anthropic now accounts for nearly 73% of new enterprise AI spending, driven by cost-effective, scalable solutions.</li><li>Palantir focuses on complex government contracts, whereas Anthropic dominates corporate adoption.</li><li>Anthropic experienced its fastest user growth ever in February, with adoption rising by almost five percentage points in just one month.</li></ul>‘The Big Short’ investor Michael Burry, known for predicting the 2008 financial crisis, has raised concerns over Palantir Technologies Inc. (PLTR) as he praised the rapid growth of Anthropic, an AI startup that has captured the attention of enterprise clients.&nbsp;In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/michaeljburry/status/2041891378871824549">post</a> on the X platform, Burry suggested that Anthropic’s surge has considerably outpaced Palantir in terms of revenue expansion and market relevance.<h2 class="st-heading-2">Anthropic’s Meteoric Rise</h2>According to Burry, Anthropic’s annual recurring revenue (ARR) skyrocketed from $9 billion to $30 billion within just months,&nbsp;driven by its cost-effective, user-friendly AI solutions.In contrast, Palantir, which has traditionally focused on government contracts and high-complexity deployments, achieved $5 billion ARR over 20 years. Burry highlighted that Anthropic now captures nearly 73% of all new enterprise AI spending, underscoring a rapid shift toward more intuitive business applications.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_08_111054_png_62c2429739.webp" alt="Screenshot 2026-04-08 111054.png" width="744" height="266"></figure>While Palantir’s government-centric model offers low-margin returns, Anthropic has targeted enterprise clients with scalable solutions that are easier to implement and less costly. This approach has enabled the startup to dominate corporate adoption and siphon market share.&nbsp;According to an analysis by Ara Kharazian at Ramp Economics Lab, Anthropic added users at its fastest pace to date, with adoption jumping nearly five percentage points in a single month. Roughly one in four companies tracked now pays for its services.On March 12, Palantir’s CEO Alex Karp said the company’s platforms are capable of connecting complex systems, ranging from hospitals to defense equipment, into unified, AI-powered networks that improve coordination, speed, and resource efficiency.Meanwhile, in early 2026, the Department of Defense sought to restrict Anthropic’s Claude AI in federal systems, sparking a legal dispute with the company.PLTR stock has declined by over 18% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/applied-materials-stock-shot-up-today-everything-to-know-about-its-advanced-chipmaking-systems/cZJO6IpRIA5">Applied Materials Stock Shot Up 7% Today – Everything To Know About Its Advanced Chipmaking Systems</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Michael Burry Warns Palantir Will Likely Lose Enterprise Market To Anthropic 

Burry noted that Anthropic’s annual recurring revenue surged from $9 billion to $30 billion in just a few months, while Palantir took 20 years to reach $5 billion ARR.

Equity

Burry noted that Anthropic’s annual recurring revenue surged from $9 billion to $30 billion in just a few months, while Palantir took 20 years to reach $5 billion ARR.


<ul class="summary-bullets"><li>In a post on X, Michael Saylor shared an AI-generated video beating out bears amid Bitcoin’s rally.&nbsp;</li><li>BTIG also reiterated its ‘Buy’ rating on MSTR’s stock with a&nbsp;price target of $250, representing a potential upside of over 100%.&nbsp;</li><li>According to Koyfin data, the average price target on MSTR’s stock stands at $374.07, which has an even higher upside of over 189% from current levels.</li></ul>Strategy (MSTR) Executive Chairman Michael Saylor took aim at Bitcoin (BTC) bears on Wednesday, sharing an AI-generated video amid the apex cryptocurrency’s rally to nearly $72,000 after President Donald Trump announced a two-week ceasefire between the U.S. and Iran.&nbsp;“Time to silence the bears,” Saylor wrote in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/saylor/status/2041845562853425248?s=20">post</a> on X, sharing an AI-generated video of himself eating from a bag of chips labeled ‘Bitcoin’ before punching out a pair of bears.&nbsp;<figure class="image"><a class="st-link-external" href="https://x.com/saylor/status/2041845562853425248" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_08_102549_png_2f2511c424.webp" alt="Screenshot 2026-04-08 102549.png" width="823" height="829"></a><figcaption>Source: @saylor/X</figcaption></figure><a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> rose 5.2% in the last 24 hours to nearly $72,000. Retail sentiment around the apex cryptocurrency on Stocktwits flipped to ‘bullish’ from ‘bearish’ territory over the past day, accompanied by chatter at ‘normal’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_08_094058_png_6fe98b145c.webp" alt="Screenshot 2026-04-08 094058.png" width="1360" height="133"><figcaption>BTC retail sentiment and message volume on April 8 as of 10:05 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">MSTR&nbsp;Stock Tracks Bitcoin, Retail Sentiment Diverges</h2><a href="https://stocktwits.com/symbol/MSTR">MSTR’s stock</a> rose in tandem with Bitcoin, up 5.2% in morning trade on Wednesday. Retail sentiment, however, remained in ‘bearish’ territory over the past day, and chatter stayed at ‘high’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_08_094041_png_aab1f0adde.webp" alt="Screenshot 2026-04-08 094041.png" width="1357" height="144"><figcaption>MSTR retail sentiment and message volume on April 8 as of 10:15 a.m. ET | Source: Stocktwits</figcaption></figure>Some users on Stocktwits expressed caution against the rally, stating that the risk sentiment still feels “weak,” while others took the win to lock in their profits.&nbsp;<stembedurl>https://www.stocktwits.com/LucTrader/message/649690276</stembedurl><stembedurl>https://www.stocktwits.com/Electroyal/message/649684489</stembedurl><h2 class="st-heading-2">Analyst Points To Potential 100% Upside For MSTR Stock</h2>The rally in MSTR’s stock also comes after BTIF’s Andrew Harte reiterated his ‘Buy’ rating on Strategy with a price target of $250, a potential update of over 100%. According to Koyfin data, the average price target on MSTR’s stock stands at $374.07, which has an even higher upside of over 189% from current levels.The company has also been increasing the share of Variable Rate Series A Perpetual "Stretch" Preferred Stock (STRC) it uses to purchase Bitcoin lately. In a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://podcasts.apple.com/in/podcast/coin-stories-with-natalie-brunell/id1569130932?i=1000760022670">podcast</a> with Natalie Brunell, Strategy CEO Phong Le compared the growth of STRC to the company’s defining “iPhone moment.”&nbsp;He stated that STRC achieved $5 billion in aggregate revenue within just seven months, a quicker uptick than Apple’s (AAPL) initial $5 billion milestone, which required a full year, and significantly quicker than Google (GOOGL/GOOG) Ads, which needed four years.MSTR’s stock has fallen by over 16% year-to-date and by over 50% in the last 12 months. Meanwhile, Bitcoin’s price has tumbled more than 18% this year and is down only 9% in the last 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/adam-back-denies-he-s-satoshi-nakamoto-says-its-coincidence/cZJOvwORIqq">Adam Back Denies He’s Satoshi Nakamoto, Says It’s ‘Coincidence And Similar Phrases’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Michael Saylor speaks on stage during Bitcoin Conference 2023 at Miami Beach Convention Center on May 19, 2023 in Miami Beach, Florida. (Photo by Jason Koerner/Getty Images for Bitcoin Magazine)

MSTR's Michael Saylor Says It's 'Time To Silence The Bears' Following Bitcoin's Rally To $72K

MSTR’s stock gained in morning trade amid Bitcoin’s rally to nearly $72,000 in the last 24 hours. 

Cryptocurrency

<ul class="summary-bullets"><li>If Bitcoin’s price were to drop to $10,000 by the end of year, the apex cryptocurrency would still be up by over 2,200% over the last 10 years.&nbsp;</li><li>Despite Bitcoin’s gains, Schiff warned that such a decline would lead to significant losses for most current holders of Bitcoin.</li><li>Both MSTR’s stock and Bitcoin’s price fell during midday trade on Tuesday.</li></ul>Gold bull and long-time Bitcoin (BTC) critic Peter Schiff took another swipe at Strategy (MSTR) executive chairman Michael Saylor on Tuesday stating that BTC would&nbsp;be the best performing asset over the past ten years even if it ended 2026 at $10,000.“I'm sure Saylor&nbsp; will rely on that to keep pumping Bitcoin and issuing more shares of $MSTR to buy it,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/PeterSchiff/status/2041471412934672657?s=20">wrote</a> in a post on X. “But a 92% decline will make it the worst-performing investment for most HODLers.”<figure class="image"><a class="st-link-external" href="https://x.com/PeterSchiff/status/2041471412934672657" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_07_122732_png_4451c977ca.webp" alt="Screenshot 2026-04-07 122732.png" width="823" height="307"></a><figcaption>Source: @PeterSchiff/X</figcaption></figure>If Bitcoin’s price ended 2026 at $10,000, it would still mark a 2,223% increase over the past 10 years since in December 2015, Bitcoin traded at approximately $430. On Tuesday,&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was down 2.5% over the last 24 hours to around $68,100.&nbsp;Retail sentiment around the apex cryptocurrency on Stocktwits remained in ‘bearish’ territory over the past day, accompanied by ‘normal’ levels of chatter.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_07_122635_png_bbeec47c72.webp" alt="Screenshot 2026-04-07 122635.png" width="1280" height="137"><figcaption>BTC retail sentiment and message volume on April 7 as of 12:05 p.m. ET | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/MSTR/">MSTR’s stock</a> took a bigger hit, down 3.7% in midday trade on Tuesday. On Stocktwits, retail sentiment around the Bitcoin proxy flipped to ‘bearish’ from ‘bullish’ over the past day, accompanied by chatter at ‘high’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_07_122658_png_e54722c165.webp" alt="Screenshot 2026-04-07 122658.png" width="1260" height="145"><figcaption>MSTR retail sentiment and message volume on April 7 as of 12:05 p.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Retail Investors Split On Outlook</h2>One user on the platform pointed out that MSTR’s current trading pattern is similar to its trading pattern four years ago, suggesting a potential repeat of past volatility.<stembedurl>https://www.stocktwits.com/Samurai0/message/649569610</stembedurl>Others remained bullish anticipating that either a ceasefire between the U.S. and Iran or the CLARITY Act markup at the end of April will lift MSTR’s stock price.<stembedurl>https://www.stocktwits.com/TheSaint229/message/649577247</stembedurl>“Earlier today Bitcoin peaked above $70K and was immediately hit by a wave of selling,” Schiff&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/PeterSchiff/status/2041297382361411883?s=20">said</a> in a post on Monday. “There's too much overhead resistance to justify even speculative buys at these prices.” He added that the upside potential for Bitcoin is limited, whereas the downside risk is significant.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_07_122746_png_48a74766e5.webp" alt="Screenshot 2026-04-07 122746.png" width="832" height="308"><figcaption>Source: @PeterSchiff/X</figcaption></figure>MSTR’s stock has fallen nearly 20% year-to-date, while&nbsp;Bitcoin's price has tumbled more than 22%.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/hedge-against-bitcoin-beats-btc-amid-crypto-market-dip/cZJJ8hPRIpf">‘Hedge Against Bitcoin’ Outperforms BTC Amid Crypto Market Dip On Record Shielded Supply</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Bitcoin’s Price Could Drop to $10,000 And Still Lead 10-Year Returns, Says Peter Schiff In Fresh Jibe At Michael Saylor

In a post on X, Peter Schiff said Bitcoin would still be the best performing asset of the past decade even if it falls to $10,000 by the end of 2026.

<ul class="summary-bullets"><li>Strategy spent nearly $330 million to acquire 4,871 Bitcoin over the past week.</li><li>Retail sentiment on Stocktwits around MSTR’s stock remained in ‘bullish’ territory over the past week.</li><li>However, some retail traders expressed caution, with one comparing chairman Michael Saylor’s Bitcoin accumulation strategy to the Hunt brothers’ attempt at cornering the silver market in the 1980s.</li></ul>Strategy (MSTR) announced on Monday that it has spent nearly $330 million on buying 4,871 Bitcoin (BTC) over the past week after executive chairman Michael Saylor hinted that the company would be resuming its BTC purchases after last week’s pause.&nbsp;“Back to work,” Saylor said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/saylor/status/2040771010186596441">post</a> on X on Sunday, with a signature “<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/mstr-michael-saylor-strc-demand-rise/cZ3bqEBRIOx">orange dots</a>” chart signaling Bitcoin purchases.&nbsp;Strategy said it acquired 4,871 Bitcoin for $329.9 million at $67,718 per BTC over the past week. The company now holds a total of 766,970 Bitcoin acquired at around $75,644 per Bitcoin, which&nbsp;puts its holdings at a loss of over 8%.<figure class="image"><a class="st-link-external" href="https://x.com/saylor/status/2040771010186596441" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_06_095300_png_6b46381963.webp" alt="Screenshot 2026-04-06 095300.png" width="825" height="601"></a><figcaption>Source: @saylor</figcaption></figure><h2 class="st-heading-2">MSTR Stock Gains Amid Bitcoin Rally</h2><a href="https://stocktwits.com/symbol/MSTR/">MSTR’s stock</a> rose over 4% as markets opened on Monday amid a <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-nears-70-k-on-us-iran-ceasefire-talks-270-million-shorts-wiped-out/cZJ4KndRIoD">broader rally</a> in the cryptocurrency market. Retail sentiment around the company on Stocktwits trended in ‘bullish’ territory over the past day, while chatter stayed at ‘high’ levels. MSTR’s stock rose in tandem with&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a>, which gained 3.8% in the last 24 hours, climbing towards $70,000. However, retail sentiment around the apex cryptocurrency trended in ‘bearish’ territory over the past day, while chatter rose to ‘normal’ from ‘low’ levels.<h2 class="st-heading-2">What Are Retail Traders Saying About MSTR’s Stock?</h2>One user on Stocktwits compared Saylor’s strategy of Bitcoin accumulation to Nelson Bunker Hunt and William Herbert Hunt attempting to corner the silver market in the 1980s, stating that MSTR’s executive chairman was trying to create a “false sense of demand.” The brothers faced bankruptcy after the price of silver plummeted by over 50% in March 1980 and were banned from commodity trading.<stembedurl>https://www.stocktwits.com/MisterTim2020/message/649468155</stembedurl>Another retail trader on the platform predicted that MSTR’s stock could hit $150 this week, an upside of 20% from current levels.&nbsp;<stembedurl>https://www.stocktwits.com/HappyBrokeTrader/message/649453532</stembedurl>MSTR’s stock has fallen nearly 20% year-to-date, at par with Bitcoin’s price. Commonly called the ‘Bitcoin proxy’, the company’s performance remains heavily dependent on Bitcoin’s price trajectory.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-nears-70-k-on-us-iran-ceasefire-talks-270-million-shorts-wiped-out/cZJ4KndRIoD">Bitcoin Nears $70K On US-Iran Ceasefire Talks, $270 Million Shorts Wiped Out</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

MSTR Resumes Bitcoin Buying With $330M Purchase, Following Michael Saylor’s ‘Back To Work’ Post 

Strategy now holds a total of 766,970 Bitcoin acquired at around $75,644 per Bitcoin, which puts its holdings at a loss of over 8%.

<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

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


Top Software-Focused Tech ETFs to Buy in April as Peace Hope Rises

IGV and other software ETFs could rally as easing US-Iran tensions lift supply chains, revive spending, and position tech for a rebound in April.

<ul class="summary-bullets"><li>The layoffs were executed rapidly across countries, with employees losing system access soon after early-morning notices.</li><li>Even as it cuts costs, Oracle expects $90 billion in fiscal 2027 revenue, surpassing analyst projections.</li><li>The job cuts are aimed at freeing up to $10 billion annually to fund AI and data center expansion.</li></ul>Oracle Corp.’s (ORCL) sweeping job cuts on Tuesday underscored a stark reality in the artificial intelligence era: even surging profits are no guarantee of workforce stability as companies pivot toward capital-intensive AI infrastructure.The tech giant carried out one of the most significant workforce reductions in its history, reportedly eliminating nearly 30,000 roles globally as part of a broader strategic overhaul tied to AI investments and cost restructuring.&nbsp;<h2 class="st-heading-2">Mass Layoffs At Oracle Amid Strong Financials</h2>The&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/oracle-begins-large-scale-layoffs-amid-ai-expansion-report/cZE5Tw4RIVY">layoffs</a>, affecting nearly a fifth of Oracle’s&nbsp;162,000&nbsp;global workforce, were executed rapidly across regions, including the United States, India and Canada. A Business Insider&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.businessinsider.com/read-oracle-layoff-email-employees-job-cuts-2026-3">report</a> indicated employees received termination notices early in the morning, with system access revoked almost immediately.Despite the scale of the cuts, Oracle’s financial performance remains robust. The company recently posted third-quarter (Q3) revenue growth of 22% year-on-year (YoY), with cloud revenue up 44% YoY.&nbsp;The company projected fiscal 2026 revenue at $67 billion, slightly above analysts’ estimates of $66.94 billion, according to Fiscal AI data. Looking further ahead, it for fiscal 2027, Oracle sees $90 billion in total revenue, well ahead of the $86.32 billion forecast by analysts.<a href="https://stocktwits.com/symbol/ORCL">Oracle stock</a> inched 0.9% higher in Wednesday’s premarket.&nbsp;<h2 class="st-heading-2">AI Transition Driving Strategy</h2>In a January note, T.D. Cowen estimates that potential layoffs could reduce Oracle’s annual expenses by up to $10 billion, offsetting a restructuring charge of about $2.1 billion the company has set aside for 2026.The workforce reduction comes as Oracle prepares to fund an expansive AI infrastructure push, including data center development projected to require more than $150 billion. The company is attempting to compete more aggressively with cloud and AI leaders like Microsoft and Amazon.<h2 class="st-heading-2">How Did Retail Traders React?&nbsp;</h2>On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_01_064323_png_447ba3f1db.webp" alt="ORCL’s Sentiment Meter and Message Volume as of 06:30 a.m. ET on Apr.1, 2026 | Source: Stocktwits" width="930" height="103"><figcaption>ORCL’s Sentiment Meter and Message Volume as of 06:30 a.m. ET on Apr.1, 2026 | Source: Stocktwits</figcaption></figure>A Stocktwits user said the layoffs signal deeper structural concerns beyond routine cost-cutting.&nbsp;<stembedurl>https://stocktwits.com/DynamicPosition/message/649139226</stembedurl>Another user wondered if the move is a response to rising debt obligations.&nbsp;<stembedurl>https://stocktwits.com/kubbubsu/message/649144825</stembedurl>ORCL stock has declined by over 24% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/hershey-stock-eyes-rebound-after-reaffirming-2026-outlook-flags-longer-term-recovery/cZ7HintRInk">Hershey Stock Eyes Rebound After Reaffirming 2026 Outlook, Flags Longer-Term Recovery</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Oracle logo is displayed on a mobile phone with the company's branding seen in the background in this photo illustration.

Oracle Layoffs Hit Nearly 20% Of Workforce Despite Surging Revenue, As It Doubles Down On $150B AI Push

Despite the extensive layoffs, Oracle continues to show strong financial momentum, reporting a 22% year-over-year increase in third-quarter revenue.

<ul class="summary-bullets"><li>Oracle aims to raise $45–50 billion in 2026 through a mix of debt and equity.</li><li>Investor concerns about AI competition and infrastructure costs have driven shares down over 26% year-to-date.</li><li>Oracle started notifying employees of layoffs on Tuesday, with some positions ending immediately.</li></ul>Oracle Corp. (ORCL) has reportedly begun informing employees about a major round of job cuts, as the technology giant navigates mounting pressures tied to artificial intelligence investments and shifting market dynamicsAccording to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/03/31/oracle-layoffs-ai-spending.html">report</a>, the workforce reduction affects several thousand employees, marking one of the company’s notable restructuring efforts in recent years.&nbsp;<h2 class="st-heading-2">Balancing Costs And AI Investments</h2>The move comes as Oracle increases spending to expand its data center footprint, aiming to support rising demand for AI-powered workloads. Oracle in February revealed plans to secure $45 billion to $50 billion in funding in 2026 to expand infrastructure and meet the growing demands of clients such as AMD, Nvidia, and OpenAI.The company intends to reach its fundraising target through a mix of debt and equity.According to the report, Oracle’s shares have fallen sharply by over 26% year-to-date, reflecting investor unease about intensifying competition from generative AI technologies and the financial strain of large-scale infrastructure investments.&nbsp;<a href="https://stocktwits.com/symbol/ORCL">Oracle stock</a> traded over 3% higher on Tuesday afternoon. On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_31_124055_png_0667496fdd.webp" alt="ORCL’s Sentiment Meter and Message Volume as of 12:30 p.m. ET on Mar. 31, 2026 | Source: Stocktwits" width="928" height="104"><figcaption>ORCL’s Sentiment Meter and Message Volume as of 12:30 p.m. ET on Mar. 31, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Layoff Notices Sent Globally</h2>A Business Insider&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.businessinsider.com/read-oracle-layoff-email-employees-job-cuts-2026-3">report</a> said Oracle employees began receiving termination emails early Tuesday, with some informed that their employment would end immediately.According to the email viewed by Business Insider, affected workers were told, “After careful consideration of Oracle's current business needs, we have made the decision to eliminate your role as part of a broader organizational change. As a result, today is your last working day.”&nbsp;The email also outlined the next steps, including severance eligibility and instructions to submit personal contact details for follow-up correspondence.&nbsp;According to the company’s website, Oracle has about 162,000 employees worldwide.ORCL stock has gained 3%in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-s-expanding-role-in-ai-driven-drug-discovery-clinical-research-could-fuel-growth-says-goldman-sachs/cZE5b1RRIVF">Nvidia’s Expanding Role In AI-Driven Drug Discovery, Clinical Research Could Fuel Growth, Says Goldman Sachs</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A smartphone held in a hand shows the logo of Oracle Corp. (Photo illustration by Cheng Xin/Getty Images)

Oracle Begins Large-Scale Layoffs Amid AI Expansion: Report

The move comes even as Oracle is ramping up investment in its data center network to accommodate growing demand for AI-driven computing tasks.

<ul class="summary-bullets"><li>Bitmine has completed over 78% of its goal to acquire 5% of Ethereum’s total supply.</li><li>The company added around 71,179 ETH in the past week, bringing total holdings to around 4.7 million ETH.</li><li>Chairman Tom Lee said the crypto market is nearing the end of a “mini-crypto winter” and highlighted oil prices as a key driver.</li></ul>Shares of Bitmine Immersion Technologies (BMNR) rose nearly 5% in pre-market trade on Monday after the company announced that its treasury now holds 3.92% of Ethereum’s (ETH) overall token supply.Bitmine Chairman Tom Lee&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bmnr-stock-gains-after-bitmine-biggest-ethereum-buy-this-year/cZ3mfarRI0L">reiterated</a> that the crypto market is at the tail-end of the current “mini-crypto winter” and that tokens are a “good wartime store of value.”&nbsp;"The inverse correlation of crypto (and equities) to oil has been increasing and is at the highest levels in the past year. This is logical,” he said. “Until equity markets become comfortable with the future trajectory of oil prices, rising oil is a headwind for equities and crypto. And in a sense, the crypto winter likely ends when the upside risk to oil prices peaks.”The company said it has now completed over 78% of its goal of acquiring 5% of Ethereum’s circulating supply. Bitmine has continued its trend of increasing ETH purchases week-on-week, accumulating around 71,179 ETH in the past week, bringing its total to around 4.7 million ETH.<h2 class="st-heading-2">BMNR Stock Rises, Ethereum Recaptures $2,000</h2>Shares of Bitmine rose alongside Ethereum as it reclaimed the $2,000 mark on Monday morning amid a&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-recovers-from-65-000-analysts-warn-rally-may-be-short-lived/cZERZEoRIZp">broader rally</a> in the cryptocurrency market.&nbsp;<a href="https://stocktwits.com/symbol/BMNR/">BMNR’s stock</a> rose 4.3% in early morning trade, while retail sentiment on Stocktwits around the company fell to ‘neutral’ from ‘bullish’ territory over the past day, and chatter remained at ‘low’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_30_093808_png_c18a6a665e.webp" alt="Screenshot 2026-03-30 093808.png" width="1235" height="142"><figcaption>BMNR retail sentiment and message volume on March 30 as of 9:20 a.m. ET | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> also rose around 4.3% in the last 24 hours to around $2,070. Retail sentiment around the leading altcoin on Stocktwits remained in ‘bearish’ territory amid ‘normal’ levels of chatter.Bitmine said its balance sheet is now worth $10.7 billion, which includes 197 Bitcoin (BTC), a $200 million stake in Beast Industries, a $102 million stake in Eightco Holdings (ORBS), and total cash of $961 million, in addition to its Ethereum holdings.&nbsp;Last week, the company also&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/tom-lee-says-mavan-will-be-largest-ethereum-staking-platform/cZ3YpSZRIS1">announced</a> the launch of its Made in America Validator Network (MAVAN) with Lee stating that it will be the “largest Ethereum staking network in the world.”Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-recovers-from-65-000-analysts-warn-rally-may-be-short-lived/cZERZEoRIZp">Bitcoin Recovers From $65,000 – Analysts Warn Rally May Be Short-Lived</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

BMNR’s Tom Lee Says Crypto Winter May End When Oil Risk Peaks – Bitmine Adds Over 70,000 ETH To Holdings

Bitmine Immersion Technologies’ Ethereum holdings now total over 4.7 million ETH, amounting to nearly 4% of the altcoin’s supply.

<ul class="summary-bullets"><li>The EU said that it will now carry out an in-depth investigation.</li><li>The Commission suspects that Snapchat's default settings do not provide sufficient privacy, safety, and security protections for minors.&nbsp;</li><li>It also suspects that Snapchat is in breach of DSA rule under which online platforms must mitigate systemic risks stemming from their service.</li></ul>Snap stock fell 10% after the European Commission on Thursday said that it has opened formal proceedings to investigate if Snapchat is ensuring a high level of safety, privacy and security for children online, in compliance with the Digital Services Act (DSA).The EU said that Snapchat may have breached the DSA by exposing minors to grooming attempts and recruitment for criminal purposes, as well as to information about the sale of illegal goods, like drugs, or age-restricted products, such as vapes and alcohol.&nbsp;<h2 class="st-heading-2">Inadequate default account settings</h2>The Commission suspects that Snapchat's default settings do not provide sufficient privacy, safety, and security protections for minors.&nbsp;It also suspects that Snapchat is in breach of DSA rule under which online platforms must mitigate systemic risks stemming from their service. “Moreover, the platform does not seem to effectively prevent users, including children and teens, from accessing such content,” EU said in a statement.&nbsp;<h2 class="st-heading-2">Next steps</h2>The EU said that it will now carry out an in-depth investigation. This involves gathering further&nbsp;evidence, including by sending requests for information to Snapchat and conducting interviews or inspections.&nbsp;The opening of formal proceedings empowers the Commission to take further enforcement steps, such as adopting interim measures and a non-compliance decision. The Commission is also empowered to accept commitments from Snapchat to remedy the issue raised in the proceedings.“Today's opening of formal proceedings means that the Commission takes charge of the investigation that the Dutch Digital Service Coordinator (DSC), Authority for Consumers and Markets (ACM), launched on 9 September 2025 into the sales of vapes to minors on Snapchat. ACM will be associated to the Commission's investigation and will continue to support it,” EU said.&nbsp;<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment around SNAP trended in ‘bullish’ territory amid ‘high’ message volume.&nbsp;Shares in the company have fallen 51% so far this year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Snap Inc. (NYSE: SNAP), the parent company of Snapchat, on July 31, 2025, in Chongqing, China. 

SNAP Stock Is Down 10% Today – Why Is the European Commission Investigating Co?

The EU said that Snapchat may have breached the DSA by exposing minors to grooming attempts and recruitment for criminal purposes, as well as to information about the sale of illegal goods, like drugs.

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