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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 experiencing significant volatility driven by market concerns over competitive pressure from AI startup Anthropic, intensified by a high-profile but subsequently deleted critical post from Michael Burry. The community remains deeply divided, with some investors panic-selling over valuation concerns while others view the pullback as a prime buying opportunity, citing the company's entrenched position in government and defense sectors as a durable competitive moat.

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

Intel Corp.

Intel Corp

Intel is seeing a massive surge driven by strong investor enthusiasm surrounding strategic partnerships, most notably a newly expanded collaboration with Google for AI infrastructure and its participation in Elon Musk's 'Terafab' project. The community is actively debating whether this momentum marks a genuine, long-term valuation re-rating for a foundational semiconductor giant or if the rapid price appreciation has pushed the stock into overbought territory.

Eos Energy Enterprises, Inc. designs, manufactures, and deploys battery storage solutions for the electricity industry. It offers the Eos Znyth DC battery system product which designs to meet the requirements of the grid-scale energy storage market. The company was founded in 2008 and is headquartered in Edison, NJ.

Eos Energy Enterprises Inc - Ordinary Shares - Class A

Eos Energy Enterprises is seeing significant volatility as the community debates its operational outlook following preliminary Q1 revenue reports and factory performance updates. While some traders are capitalizing on high short interest and speculative momentum, others remain skeptical, citing past earnings misses and ongoing concerns regarding the company's ability to scale production effectively.

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. 

Nebius Group is seeing significant momentum as investors rally behind its aggressive expansion in AI infrastructure and strategic position as a cloud provider. The community is actively discussing its strong competitive standing relative to peers and is closely watching for potential acquisitions and breakout technical levels as the stock trends in a high-demand cloud computing sector.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is experiencing extreme volatility and intense community debate as investors weigh AI-driven memory supercycle hype against geopolitical risks and valuation concerns. The stock is currently a central battleground between traders anticipating a continued short squeeze and those predicting a massive correction from current highs.

Avis Budget Group, Inc. engages in the provision of vehicle sharing and rental services. It operates through the Americas and International segments. The Americas segment includes vehicle rental and car sharing operations in North America, South America, Central America, and the Caribbean. The International segment is involved in vehicle rental and car sharing operations in Europe, the Middle East, Africa, Asia, and Australasia. The company was founded in 1946 and is headquartered in Parsippany, NJ.

Avis Budget Group Inc

Avis Budget Group is experiencing significant volatility and trading action driven by a stark disconnect between its reported quarterly earnings results and the market's reaction, with the community intensely debating whether the stock is a prime candidate for a short squeeze or a fundamental value trap. Retail traders are actively analyzing heavy short interest and options flow, causing a divide between those anticipating a vertical momentum rally and those bracing for a sharp, fundamental-driven corrective pullback.

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 facing significant selling pressure amid broader SaaS industry concerns regarding AI disruption, though market sentiment is divided as some investors highlight long-term enterprise demand and recent insider buying as potential indicators of an oversold bargain. Discussions are heavily focused on whether AI agents will replace traditional seat-based software models or if, as some analysts suggest, deep integration of AI into platforms like ServiceNow creates a durable, essential moat.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Menlo Park, CA.

Snowflake Inc

Snowflake is facing significant volatility ahead of its upcoming earnings report as investors weigh strong AI-driven revenue growth and expanding enterprise partnerships against broader software sector pressure and ongoing valuation concerns. Community discussion is sharply divided, with bulls pointing to the company's long-term potential as a data infrastructure leader while bears remain focused on margin risks, executive leadership changes, and heavy insider selling.

A project grown out of the community's love and passion for the weed culture. Launched around early 2025, $weedcoin, “Like Bitcoin but way higher,” emphasizes its alignment with cannabis culture and a laid-back vibe. Unlike other Weed communities, this project leans heavily into community engagement over technical utility, aiming to build a “stoner community” through social media presence and decentralized governance. We also aim to focus on onboarding web2 businesses and users onto web3 through the token.

Weedcoin

Weedcoin is trending as the community rallies around its unique culture-first focus and upcoming industry catalysts, with investors highlighting its potential for growth as they approach 4/20. The discourse centers on building long-term community strength and maintaining conviction in the project's vision, often positioning it as an organic alternative within the evolving cannabis finance landscape.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X ETF

Direxion Daily Semiconductor Bear 3X Shares

Investors are aggressively trading SOXS as semiconductor sector volatility peaks, with the community actively debating whether recent record highs in chip stocks are signs of a bubble or a sustainable trend. The conversation is heavily focused on geopolitical risks in the Strait of Hormuz, the potential for a tech sector correction, and intense skepticism regarding the sustainability of current market exuberance.

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<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. 

Equity

Snowflake (NYSE:SNOW) Reaches New 1-Year Low - Should You Sell?

Snowflake (NYSE:SNOW) Sets New 12-Month Low - Should You Sell...

SaaS Stock Meltdown: ServiceNow, Salesforce, Cloudflare, Snowflake Hit Hard

SaaS stocks fall again after fresh model releases from Anthropic and Meta that reignited AI replacement fears.read more...

PLTR's Valuation Signals AI Optimism, Leaving Little Room for Error

Palantir trades at sky-high multiples, over 238x earnings and 80x sales, showing intense AI optimism, but such rich valuations leave little room for growth missteps.

Why Is Snowflake Stock Sinking Thursday?

Snowflake (SNOW) stock plunges amid AI-driven software disruption fears, sparking heavy selling across the enterprise software space.read more...

INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Snowflake Inc. of Class Action Lawsuit and Upcoming Deadlines - SNOW

INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Snowflake Inc. of Class Action Lawsuit and Upcoming Deadlines - SNOW INVESTOR ALERT: Pomerantz Law Firm Reminds...

Cache Advisors LLC Purchases 7,084 Shares of Snowflake Inc. $SNOW

Cache Advisors LLC increased its holdings in shares of Snowflake Inc. (NYSE:SNOW - Free Report) by 175.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and...

Should Investors Buy ServiceNow Stock Instead of Snowflake Stock?

Growth stock investors are curious, which of these two makes the better buy at current prices...

Rubrik's Subscription Model Expands: Is Long-Term Growth Secured?

RBRK's surging ARR, rising subscription revenues and strong retention signal durable growth as its expanding platform drives higher customer spending.

Let It SNOW: Can Cortex Power Snowflake's Stock to New Highs?

Snowflake is leveraging its Cortex AI suite to transition from a data cloud leader into a dominant force in the enterprise AI infrastructure market...

Yes, the bottom is in.

No, more pain ahead.

Too early to tell

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The broader software sector faces intense sell-off pressure, dragging major cloud and SaaS names toward fresh 52-week lows.

Investors are split between viewing cloud data platforms as vital AI infrastructure or as bloated legacy businesses prone to disruption.

Traders are debating whether heavy volume sell-offs signify a final washout for sellers or if deeper downward volatility is ahead.

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