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

IREN Ltd.

IREN Limited

IREN is under pressure alongside other neocloud stocks after Elon Musk warned of consolidation and failures in the sector, amplifying concerns about debt-funded data-center expansion and tighter financing. Traders are divided between fears that IREN may struggle to execute and monetize its capacity and bullish arguments that its contracts and infrastructure distinguish it from weaker peers.

Nu Holdings Ltd. is a holding company, which engages in the provision of digital banking services. The company was founded by David Vélez Osorno, Cristina Helena Zingaretti Junqueira, and Adam Edward Wible on February 26, 2016 and is headquartered in São Paulo, Brazil.

Nu Holdings Ltd - Ordinary Shares Class A

Nu Holdings Ltd

Brazilian shares sold off after Lulas reelection, with traders linking NUs sharp drop to concern about political and economic uncertainty. The community is split between treating the selloff as a buying opportunity and waiting for clarity on how Brazils risks may affect the stock.

Aventus Network

AVT is drawing attention for a volatile rebound in a thinly traded, low-float token, with traders watching resistance levels and hoping rising volume can confirm a breakout. Bullish momentum and Aventus Clouds decentralized-compute story are tempered by concerns about weak buying, concentrated holdings, and pump-and-dump behavior.

Petróleo Brasileiro SA engages in oil and gas exploration, production, and distribution activities. It operates through the following segments: Exploration and Production; Refining, Transportation, and Marketing; and Gas and Low Carbon Energies. The Exploration and Production segment covers the activities of exploration, development, and production of crude oil, natural gas liquid, and natural gas, for the primary purpose of supplying its domestic refineries. The Refining, Transportation, and Marketing segment refers to refining, logistics, transport, and trading of crude oil and oil products activities as well as exports of ethanol. The Gas and Low Carbon Energies represents the activities of logistic and trading of natural gas and electricity, transportation and trading of liquefied natural gas, generation and electricity by means of thermoelectric power plants, as well as holding interests in transporters and distributors of natural gas. The company was founded on October 3, 1953 and is headquartered in Rio de Janeiro, Brazil.

Petroleo Brasileiro S.A. Petrobras - ADR

Petroleo Brasileiro

Lulas reelection has triggered a sharp selloff in Brazilian shares, with traders weighing concerns about political uncertainty and Petrobrass dividends against the view that the drop is a buying opportunity given its oil business and cash generation. Some investors also question whether government influence could constrain shareholder payouts.

iShares Inc. - iShares MSCI Brazil ETF

iShares MSCI Brazil ETF

Brazils election result, with Lula defeating the candidate many traders expected to win, has triggered a sharp selloff in EWZ and concerns about political and economic uncertainty. Traders are split between expecting further weakness and viewing the drop as a buying opportunity.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Modernas positive Phase 3 melanoma-vaccine results with Mercks Keytruda are the main focus, but shares sold off as traders saw the data as falling short of expectations after a steep rally and questioned the treatments commercial potential. Bulls point to a meaningful clinical signal and possible expansion into other cancers, while bears stress valuation, manufacturing and cost concerns, and uncertain future revenue.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Elon Musks warning that neocloud providers face tighter financing and widespread failures has fueled concern about debt-heavy AI infrastructure companies. Traders are divided over whether Nebius is exposed to those risks or better positioned because of its Citi financing and customer contracts, with some also questioning Musks motives as a competitor.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Cipher Digital is drawing attention after a steep selloff alongside AI data-center and neocloud stocks, amid concerns about tighter financing, the companys recent convertible offering and dilution, and possible selling pressure from hedging. Traders disagree over whether those pressures outweigh CIFRs long-term power and hyperscale-data-center contracts, with some also watching for earnings or new lease news to stabilize sentiment.

Lufax Holding Ltd. operates a technology-empowered personal financial services platform. It offers personal lending and wealth management solutions. The company was founded in August 2005 and is headquartered in Shanghai, China.

Lufax Holding Ltd - ADR

A sharp Hong Kong share-price surge ahead of Lufaxs Q3 results has fueled speculation about a possible take-private offer or shareholder payout, but no such development is confirmed. Traders are also focused on the earnings report and credit-quality outlook, particularly against the companys prior loss warning.

Agenus, Inc. is a clinical-stage company, which engages in the development and commercialization of technologies to treat cancers and infectious diseases. Its product pipeline includes Balstilimab, Zalifrelimab, AGEN1181, AGEN1327, AGEN2373, AGENt-797 and AGEN1777. The company was founded by Garo H. Armen and Pramod K. Srivastava on March 31, 1994 and is headquartered in Lexington, MA.

Agenus Inc

Agenuss NEOASIS Phase 2 data in dMMR colon cancershowing strong tumor responses after six weeks of BOT+BAL before surgeryis driving attention. Supporters see potential for organ preservation, while skeptics note the small study and question how well the results translate to the Phase 3 ROBBIN trial in MSS disease; dilution and execution concerns also weigh on sentiment.

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ServiceNows recovery and breakout ahead of its quarterly report are drawing attention, with traders pointing to analyst upgrades and enterprise AI momentum, including its NVIDIA-linked agent-governance products. Bulls see a revival in software sentiment and interest rotating toward AI-enabled SaaS, while skeptics caution that the rally could fade and earnings must validate demand.

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ServiceNow delivers industry-first personal enterprise agent and policy enforcement with NVIDIA, extending AI governance across software and silicon

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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

BRZE Stock Gets Multiple Downgrades After $5.66B Salesforce Deal — Analysts See Shareholder Win, Potential Boost For Software Valuations

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<ul class="summary-bullets"><li>Wells Fargo downgraded Braze to ‘Equal Weight’ from ‘Overweight’, but raised its price target to $47.50 from $45, citing a favorable deal outcome.</li><li>Stifel downgraded Braze to ‘Hold’ from ‘Buy’ while lifting its price target to $47.50 from $35.</li><li>Piper Sandler also downgraded Braze to ‘Neutral’ from ‘Overweight’ following Salesforce's agreement.</li></ul>Braze Inc. (BRZE) received downgrades from multiple firms on Tuesday following Salesforce Inc.'s (CRM) agreement to acquire the customer engagement software company for approximately $5.66 billion in enterprise value.<a href="https://stocktwits.com/symbol/BRZE">BRZE stock</a> surged more than 50%, hitting a 20-month high, even as Piper Sandler, Wells Fargo, Loop Capital and Stifel lowered their ratings following the announcement.<h2 class="st-heading-2">Analysts See Shareholder Win, Broader Software Implications</h2>In a note to investors cited by TheFly,&nbsp;Wells Fargo downgraded Braze to ‘Equal Weight’ from ‘Overweight’, but raised the price target to $47.50 from $45. According to The Fly, the brokerage said Braze investors would likely welcome the acquisition.&nbsp;The firm viewed increased deal activity as positive for the broader software sector, potentially helping investors address questions about long-term valuations.Stifel downgraded Braze to ‘Hold’ from ‘Buy’, while lifting its price target to $47.50 from $35. The firm described the approximately 58% acquisition premium as “a win for Braze shareholders,” noting that the offer values the stock at its highest level since March 2024.Piper Sandler analyst Billy Fitzsimmons also downgraded Braze to ‘Neutral’ from ‘Overweight’ following the acquisition agreement, per TheFly. Loop Capital analyst Yun Kim also downgraded Braze to ‘Hold’ from ‘Buy’, raising the price target to $47.50 from $40.&nbsp;Meanwhile, Jefferies said the acquisition could “re-energize” Salesforce's Marketing and Commerce Cloud business and strengthen its competitiveness against Adobe (ADBE). The firm maintained a ‘Buy’ rating and $300 price target on Salesforce.<h2 class="st-heading-2">Evercore Flags Salesforce Deal Price, M&amp;A Pace</h2>Evercore ISI said the rationale behind Salesforce's acquisition of Braze makes sense, given the latter's fast-growing consumer engagement business, but warned that the timing and price were “likely to be a bit of a debate,” according to The Fly.The firm noted that the $47.50 per share offer represents a roughly 58% premium to Braze's previous closing price of $30.04, and approximately 80% above its 30-day average share price.However, Evercore also warned that Salesforce's recent pace of acquisitions could concern value-focused investors, while identifying ServiceNow (<a href="https://stocktwits.com/symbol/NOW">NOW</a>) as a potential beneficiary of investor fund flows. The firm maintained an&nbsp;‘Outperform’ rating and $290 price target on Salesforce.<h2 class="st-heading-2">Braze's Growth Drew Analyst Support Before Deal</h2>Before the acquisition announcement, several analysts had maintained positive ratings on Braze following its quarterly results and annual Forge conference.Braze's U.S. revenue rose 27.2% year over year to $125.6 million in its fiscal second quarter (Q2), while international revenue increased 24.9% to $101.7 million, according to its Form 10-Q.Following Forge, DA Davidson maintained a ‘Buy’ rating and $40 price target, citing customer and partner feedback about replacing incumbent marketing platforms, According to Investing.com, Cantor Fitzgerald reiterated ‘Overweight’ with a $38 target,&nbsp;Citizens maintained ‘Market Outperform’ with a $35 target, pointing to encouraging customer spending plans. Raymond James had also maintained an ‘Outperform’ rating with a $33 target following Braze's September earnings report.<h2 class="st-heading-2">What Comes Next</h2>The transaction is expected to close in Salesforce's fiscal 2028, subject to Braze shareholder approval and regulatory clearances. Salesforce (<a href="https://stocktwits.com/symbol/CRM">CRM</a>) said it does not anticipate changes to its fiscal 2027 guidance and has not updated its long-term financial targets in connection with the acquisition.On Stocktwits, retail sentiment around BRZE stock flipped to the ‘bullish’ zone from ‘bearish’ a day ago amid high message volume.See Also: <a href="https://stocktwits.com/news-articles/markets/equity/citi-s-nathan-sheets-warns-markets-could-misread-the-fed-sees-fiscal-ai-financing-worries-pushing-up-treasury-yields/cZxqU0dRBuU">Citi's Nathan Sheets Warns Markets Could Misread The Fed — Sees Fiscal, AI Financing Worries Pushing Up Treasury Yields</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

a smartphone displays the logo of Braze, Inc. (NASDAQ: BRZE), an American customer engagement and marketing automation software company, in front of a screen showing the company's latest stock market chart on May 25, 2026 in Shenzhen, Guangdong Province, China. (Photo illustration by Cheng Xin/Getty Images)

Braze Inc. (BRZE) received downgrades from multiple firms on Tuesday following Salesforce Inc.'s (CRM) agreement to acquire the customer engagement software company for approximately $5.66 billion in enterprise value.

Stifel called the roughly 58% acquisition premium a win for Braze shareholders, while Wells Fargo sees broader implications for software valuations.

Braze Inc

Salesforce Inc

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Alphabet, Tesla, ServiceNow, and IBM all report earnings after the close today. Which earnings release will you be watching the closest? Vote and explain your reasoning in the comments.

Which earnings release after the close today are you most excited for: $GOOGL, $TSLA, $NOW, or $IBM? 
 
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