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Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas is trending as a key player in the rapidly expanding drone and counter-drone defense sector, driven by strategic acquisitions of Israeli defense tech companies and growing speculation about a potential short squeeze amidst active options trading.

Ero Copper Corp. engages in the exploration, development, and mining of mineral properties in Brazil. It also produces and sells copper, gold, silver products. The company was founded on May 16, 2016 and is headquartered in Vancouver, Canada.

Ero Copper Corp

Ero Copper is trending strongly as copper prices surge, driven by robust demand from electrification and AI infrastructure, with the company's record production and successful Tucuma ramp-up underpinning its operational strength. The community is actively discussing ERO's attractive valuation and significant growth potential, fueled by recent analyst upgrades and notable bullish options activity.

Atomera, Inc. engages in the development, commercialization, and licensing of proprietary processes and technologies for the semiconductor industry. It developed Mears Silicon Technology, which increases performance and power efficiency in semiconductor transistors. The company was founded by Robert Mears on November 26, 2001 and is headquartered in Los Gatos, CA.

Atomera Inc

Atomera's MST technology is driving significant market attention following recent technical breakthroughs demonstrating substantial energy efficiency gains vital for next-generation AI and high-performance computing. The community is actively discussing potential imminent licensing agreements with major chipmakers, spurred by a strategic equipment partner's validation, though some remain wary of the company's past timelines.

$SWEAT is the beating heart of the Movement Economy—a groundbreaking token that transforms physical activity into real-world value. Minted through movement, $SWEAT rewards your steps with a crypto asset that you can earn, trade, or grow. The team states that their app has increased their users’ physical activity by an average of 20%, creating a healthier society and reducing burdens on global healthcare systems. With over 20 million holders, SWEAT is eliminating barriers and making Web3 accessible to everyone, one step at a time.

Sweat Economy

Sweat Economy ($SWEAT) is trending as the community discusses its unique move-to-earn utility, allowing users to earn crypto through physical activity. Despite its current low valuation, many anticipate future growth and view present levels as a potential buying opportunity, while some technical analysis suggests an upward bias.

Roblox Corp. engages in the provision of online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud. Roblox Client is an application that allows users to explore 3D digital worlds. Roblox Studio is the toolset that allows developers and creators to build, publish, and operate 3D experiences and other content accessed with Roblox Client. Roblox Cloud includes the services and infrastructure that power the human co-experience platforms. The company was founded by Erik Cassel and David B. Baszucki in March 2004 and is headquartered in San Mateo, CA.

Roblox Corporation - Ordinary Shares - Class A

Roblox Corp.

Roblox is trending following its Q4 earnings report, which highlighted robust bookings and user growth leading to analyst upgrades, yet investor conversation remains split on its volatile price action and persistent concerns regarding child safety lawsuits and the emerging threat from AI game creation tools.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unity is experiencing extreme volatility following a mixed earnings report that saw a Q4 beat but weaker-than-expected Q1 guidance, fueling intense debate about AI's disruptive potential to its game engine business. While some fear obsolescence and further declines, others see the sharp sell-off as an oversold opportunity, highlighting strong performance in its ad-tech and creator tools and upcoming AI integrations as catalysts for a significant rebound.

The Compound Governance Token is a governance token on the Compound Finance lending protocol, COMP allows the owner to delegate voting rights to the address of their choice; the owner’s wallet, another user, an application, or a DeFi expert. Anybody can participate in Compound governance by receiving delegation, without needing to own COMP.  Anybody with 1% of COMP delegated to their address can propose a governance action; these are simple or complex sets of actions, such as adding support for a new asset, changing an asset’s collateral factor, changing a market’s interest rate model, or changing any other parameter or variable of the protocol that the current administrator can modify.

Compound

Compound (COMP) is trending as its community points to a near-max circulating token supply and 'OG DeFi' status, with many believing current valuations represent a 'generational bottom' ahead of anticipated V4 developments and potential institutional rotation into the DeFi sector.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab (RKLB) is trending as investors anticipate strong Q4 financial results and an upcoming hypersonic test mission for the Defense Innovation Unit, reinforcing its strategic pivot into national security. The community is actively discussing the company's expanding defense contracts, substantial backlog, and the eagerly awaited maiden flight of its Neutron rocket, solidifying its role as a key player in the growing space economy.

Transocean Ltd. engages in the provision of offshore contract drilling services for oil and gas wells. It also owns and operates offshore drilling fleets such as ultra-deepwater, harsh environment, deepwater, and midwater rigs. The company was founded in 1953 and is headquartered in Steinhausen, Switzerland.

Transocean Ltd

Transocean (RIG) is trending as the community is highly optimistic about its strategic acquisition of Valaris (VAL), which is seen as creating an offshore drilling powerhouse with significant pricing power and an expanded contract backlog. This sentiment is further fueled by recent positive earnings details, highlighting debt reduction and strong cash flow, alongside rising oil prices and a broader sector rotation towards energy.

XBP Global Holdings, Inc. is a multinational business process automation, which engages in the exchange of bills, payments, and other related digitization services. The firm connects its buyers and suppliers across industries, which include banking, healthcare, insurance, utilities, and the public sector. It operates through the Bills and Payments, and Technology segments. The Bills and Payments segment focuses on optimizing how bills and payments are processed by businesses of all sizes and industries. The Technology segment refers to the sales of recurring software licenses and related maintenance, hardware solutions and related maintenance, and professional services. The company was founded on July 8, 2020 and is headquartered in Irving, TX.

XBP Global Holdings Inc.

XBP Europe Holdings Inc

XBP is trending amid news of securing a deeply discounted contract and an upcoming reverse stock split, but community discussion is heavily critical, focusing on recent Q3 financials revealing significant losses and debt, and allegations of mismanagement and potential fraud, drawing strong comparisons to its predecessor, XELA.

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<ul class="summary-bullets"><li>Barclays said that the selloff in the cybersecurity sector after Anthropic’s announcement "seems incongruent," according to TheFly.&nbsp;</li><li>The analyst said that it does not view the code security tool as competition to any of the businesses it covers.</li><li>CRWD stock ended Friday’s trade nearly 8% lower, while OKTA shares declined more than 9%.</li></ul>Shares of cybersecurity companies, including Crowdstrike Holdings Inc. (CRWD), Okta Inc. (OKTA), and Cloudflare Inc. (NET), declined on Friday after Anthropic announced a new security feature in Claude AI.Anthropic said that its Claude Code Security, available in a limited research preview on the web, will scan code for vulnerabilities and suggest targeted fixes for humans to review.CRWD stock ended the day nearly 8% lower, while OKTA shares declined more than 9%. Meanwhile, NET shares were down 8% at close, PANW shares dipped 1.5%, and SailPoint Technologies (SAIL) was down more than 9% at the end of the trading session.Meanwhile, Barclays said that the selloff in the cybersecurity sector after Anthropic’s announcement "seems incongruent," according to TheFly.<h2 class="st-heading-2">Claude Code Security</h2>Anthropic said that its new feature would help security teams detect complex software vulnerabilities and suggest targeted fixes, strengthening defenses against emerging AI-based threats.Claude Code Security would extend beyond rule-based static analysis by reasoning through code like a human researcher to detect complex vulnerabilities, verify findings, prioritize severity, and suggest fixes for human approval, the company said in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.anthropic.com/news/claude-code-security">statement</a>.Analyst Take Barclays said in a note to investors that Anthropic’s new feature "seems like a developer security tool," but added that the selloff in the cybersecurity industry did not make sense.The analyst said that it does not view the code security tool as competition to any of the businesses it covers, including SailPoint, Cloudflare, CrowdStrike, and Palo Alto Networks.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around CRWD, OKTA, and SAIL shares remained in the ‘bullish’ territory over the past 24 hours, while sentiment around <a href="https://stocktwits.com/symbol/PANW">PANW shares</a> was in the ‘extremely bullish’ territory, and for <a href="https://stocktwits.com/symbol/NET">NET shares</a> was in the ‘bearish’ territory.<a href="https://stocktwits.com/symbol/CRWD/">CRWD shares</a> have declined more than 10% in the past year, while <a href="https://stocktwits.com/symbol/OKTA">OKTA shares</a> have dipped more than 21%. Shares of PANW have fallen more than 25%.Meanwhile, the <a href="https://stocktwits.com/symbol/BUG">Global X Cybersecurity ETF</a> (BUG), which tracks security companies across the world, ended Friday’s session nearly 5% lower.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/netlist-bags-federal-circuit-win-rejects-micron-patent-challenge/cZRNkluR4xw">Netlist Bags Federal Circuit Win After Court Rejects Micron’s Patent Challenge</a>

 Cyber Protection Data Security Internet Privacy, Internet and technology concept on virtual screen. 

Why Did CRWD, OKTA, NET, PANW And Other Cyber Security Stocks Fall Today?

Anthropic said that its Claude Code Security, available in limited research preview on the web, will scan code for vulnerabilities, and suggest targeted fixes for humans to review.

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Persistent Asset Partners Ltd Invests $1.53 Million in SailPoint, Inc. $SAIL

Persistent Asset Partners Ltd purchased a new stake in shares of SailPoint, Inc. (NASDAQ:SAIL - Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the...

Envestnet Asset Management Inc. Raises Position in SailPoint, Inc. $SAIL

Envestnet Asset Management Inc. grew its stake in SailPoint, Inc. (NASDAQ:SAIL - Free Report) by 29.9% in the 3rd quarter, according to its most recent filing with the Securities and Exchange...

Hodges Capital Management Inc. Acquires Shares of 239,300 SailPoint, Inc. $SAIL

Hodges Capital Management Inc. acquired a new stake in shares of SailPoint, Inc. (NASDAQ:SAIL - Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the...

SailPoint (NASDAQ:SAIL) Price Target Lowered to $20.00 at Mizuho

Mizuho reduced their price objective on SailPoint from $23.00 to $20.00 and set a "neutral" rating for the company in a research report on Tuesday...

Morgan Stanley flags $45B hidden cybersecurity opportunity

Artificial intelligence-driven panic erased approximately $300 billion of market value on Feb. 3 across the software industry, according to Forbes. Cybersecurity stocks have also been caught up in...

75% of Breaches Start With Stolen Credentials. Enterprises Are Retooling.

75% of Breaches Start With Stolen Credentials. Enterprises Are Retooling. 75% of Breaches Start With Stolen Credentials. Enterprises Are Retooling. PR Newswire VANCOUVER, BC, Feb. 13, 2026 Issued on...

SailPoint, Inc. $SAIL Stock Position Trimmed by Y Intercept Hong Kong Ltd

Y Intercept Hong Kong Ltd decreased its position in SailPoint, Inc. (NASDAQ:SAIL - Free Report) by 88.5% in the 3rd quarter, according to the company in its most recent filing with the Securities and...

SailPoint (NASDAQ:SAIL) Reaches New 12-Month Low - Here's What Happened

SailPoint (NASDAQ:SAIL) Sets New 1-Year Low - Here's Why...

SailPoint, Inc. (NASDAQ:SAIL) Given Consensus Recommendation of "Moderate Buy" by Brokerages

SailPoint, Inc. (NASDAQ:SAIL - Get Free Report) has received a consensus rating of "Moderate Buy" from the twenty-three research firms that are currently covering the company, Marketbeat reports. Two...

SailPoint, Inc. engages in the provision of a comprehensive identity security platform for the enterprise. Its solutions enable organizations to establish, control, and automate policies that help them define and maintain a robust security posture and achieve regulatory compliance. The company was founded by Mark David McClain in 2005 and is headquartered in Austin, TX.

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