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AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile shares are facing significant volatility following an orbital insertion failure during a Blue Origin launch, where the latest BlueBird satellite was placed into an unsustainable low orbit. The community is actively debating the reliability of Blue Origin as a launch partner compared to SpaceX, while long-term investors are highlighting the company's insurance coverage and the upcoming backlog of satellites as reasons to maintain their bullish thesis.

🔥 COCK Token – The Ultimate Cross-Chain MemeFi Powerhouse 🔥  In just under 20 days, $COCK has smashed expectations, broken ATHs, and built a project that’s shaking up Cardano and the entire crypto space. 🐓 What Makes $COCK Special?      The Name: Love it or hate it, the energy and engagement it generates are undeniable. The nuance in language and wild appeal set us apart.     #MEMEFI Pioneer: We’re not just another meme coin. $COCK is leading a movement by combining DeFi mechanics, game theory, and community engagement into a groundbreaking ecosystem.     COCKARENA: At the core of our ecosystem is the COCKARENA, a PvP HODL game. Players battle it out, and early exit fees fuel redistributions, burns, and the treasury. This ensures price appreciation and long-term sustainability for loyal holders.  🎰 The COCK Casino  Our casino isn’t just fun—it’s a serious revenue stream for the FLOCK.      Games: Bonanza, Crash, Blackjack, and Roulette (coming soon!).     Impact: Over 7,834 ADA in profits generated within days, directly supporting rewards, burns, and reinvestment.  💰 COCK-ARENA Loans  Unlock liquidity without selling your tokens.      Loan Terms: Borrow up to 30% of your holdings while continuing to earn rewards in the arena.     Investor Focus: Perfect for savvy investors staying in the game while tapping into their holdings.  🤝 Our Insane Partnerships  We’re bridging gaps, building alliances, and breaking barriers across the crypto space. Key Partners:      DANZO: Powering #MEMEFI with Arena, Casino, and Loans.     KLENEK: Interactive training room.     HSKN (Charles Hoskilien): Supporting and starting COCKPIN with 115 AIR NODES for DePIN aggregation. Plans to add APEX and Earth Nodes through a crypto company incorporated in Costa Rica.     ELITE CATS / SNEKKIES / HOT / BANK: Rewarding NFT holders with COCK-LOCK tokens and vice versa.     OCKZ: COCKSOCKS, Golden Cock Ticket (1M COCK), airdrop rewards, and whitelist perks for holders of 200 ADA worth of $COCK.     OLI Partnership:         Content Creation: Lux and the team are crafting engaging educational content about memes and MemeFi for OLi's platform.         Strategic Investment: The OLi Community Trust will invest in $COCK, distributing 100% of rewards to $OLI holders.         Community Reach: Over 22,000 learners will discover $COCK through OLi's gamified ecosystem.     Hi-Rez the Rapper: Expanding reach in marketing and entertainment.     KUNO, CALEB, CADEN, FITY, ROVER, WhaleInsider: Influential collaborators driving crypto adoption and growth.     Cardano Girls: Helping us understand and communicate effectively with ADA’s female audience.     WallStreetBets: Breaking barriers and increasing engagement.     Antonio Brown: Endorsing, supporting, and even playing in the casino and arena!     Advisors:         BERIS, HECKTHESNEK, RTB, CRYPTOGENIUS: Trusted names advising and supporting the project.  Future Partnerships:  More collaborations are in the pipeline to continue expanding engagement and bring new eyes to ADA and CNTs. 🔥 Unmatched Results in Just 20 Days      Supply Burned: 1.65%, worth 148K ADA!     Arena Fees Collected: 54M COCK, worth over 500K ADA, fueling rewards, burns, and partnerships.     Staked COCK-LOCK: 11M COCK-LOCK in the liquid staking platform, with more coming.     Casino Revenue: Skyrocketing profits directly rewarding holders and growing the treasury.     Top Blast Contests: Generated over 120K ADA in volume, rewarding participants with over 50K ADA in prizes.  🌍 Our Vision  To be the most decentralized, rewarding, and innovative token on Cardano while fostering cross-chain collaboration and onboarding the masses.      Breaking Barriers: We’re bringing BTC, ETH, SOL, and other chains into the fold.     Community-Driven: Focused on building bridges and showcasing that crypto can be fun, rewarding, and sustainable.     Expansion: This is just the beginning. With more burns, rewards, and partnerships on the way, $COCK is set to redefine what’s possible in the MemeFi space.  💎 Time in the arena &gt; Timing the market. The FLOCK is unstoppable. Let’s keep breaking walls for Cardano and onboard new users as we take $COCK to new heights.

CockCardano

$COCK is generating significant buzz as its dedicated community champions a unique model that integrates real-world business revenue from the 'Cocky Wings' food brand to support token buybacks. Investors are actively discussing this blend of memecoin culture and tangible business operations, with the 'Flock' emphasizing its long-term potential for passive income and upcoming development announcements.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals Corp. is trending as investors rally around the company's recent Greenland-approved consolidation of its 92.5% stake in the Tanbreez rare earth project. The community is focused on the potential for a massive short squeeze and the strategic importance of the asset, while debating whether current momentum will sustain a long-term re-rating.

VS Trust - 2x Long VIX Futures ETF

Volatility Shares 2x Long VIX Futures ETF

UVIX is currently attracting intense community attention as traders debate the potential for a massive volatility spike fueled by the escalating Iran conflict and the closure of the Strait of Hormuz. Investors are closely monitoring geopolitical tensions, questioning the sustainability of market valuations, and hedging against potential black swan events while navigating the ETF's inherent structural decay.

Roundhill ETF Trust - Roundhill Memory ETF

The community is actively focused on the Roundhill Memory ETF as a strategic way to capture exposure to the global memory oligopoly, specifically the leading producers of HBM and DRAM needed for AI infrastructure. Traders are debating whether this new fund serves as a reliable long-term vehicle to ride the structural shift in demand or if its recent launch indicates a potential peak in investor enthusiasm for memory stocks.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvell Technology is trending as investors rally around the company's expanding role in AI infrastructure, specifically its custom ASIC development and optical networking capabilities. Community conversation is heavily focused on the stock's recent price momentum, a major strategic investment from Nvidia, and growing speculation about collaborative chip development with Google.

Newcourt Acquisition Corp. is a blank check company, which engages in the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. The company was founded on February 25, 2021 and is headquartered in Oakland, CA.

Psyence Biomedical Ltd.

Psyence Biomedical is experiencing high volatility and intense social media discussion following news of an executive order aimed at fast-tracking research into psychedelics like ibogaine. The community is actively debating the stock's potential for a short squeeze, fueled by its low float and heavy short interest, while some market participants urge caution, labeling the rally as a speculative 'buy the rumor, sell the news' event.

Fermi, Inc. engages in the development of energy infrastructure. It intends to develop an energy and data center development campus to support the needs of to-be-built AI infrastructure. The company was founded by Rick Perry, Toby Neugebauer and Griffin Perry on January 10, 2025 and is headquartered in Amrillo, TX.

Fermi Inc

Fermi LLC

Fermi is seeing heightened retail interest and speculation as investors weigh the potential of its large-scale AI energy infrastructure project against concerns over its pre-revenue status and the recent departure of its CEO. Community discussion is currently focused on the company's long-term growth prospects, active searches for anchor tenants, and the volatility triggered by leadership changes and insider trading activity.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: Cybersecurity, Internet of Things (IoT), and Licensing and Other. The Cybersecurity segment includes the brand Cylance, BlackBerry Spark, AtHoc, and SecuSUITE. The IoT segment focuses on software licenses, support, maintenance, and professional services. The Licensing and Other segment involves the intellectual property licensing arrangements and settlement awards. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is seeing increased investor optimism ahead of its upcoming earnings report, with community members closely tracking potential guidance updates and the growing royalty backlog from its QNX automotive software. The conversation is heavily focused on BlackBerry's expanding role as a foundational OS for software-defined vehicles and the anticipated impact of these technical milestones on the companys long-term profitability.

Adobe, Inc. is a global technology company, which engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe Inc

Adobe is facing intense bearish sentiment driven by the rapid rise of AI design alternatives and structural fears regarding the long-term viability of its creative SaaS model. While bulls point to pristine financials and aggressive share buybacks as a generational buying opportunity at historic valuation lows, the community remains divided over whether the company is successfully embedding AI into its ecosystem or simply failing to innovate against newer, agile competitors.

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<ul class="summary-bullets"><li>Counterpoint Research said China’s smartphone shipments fell 4% year over year in Q1 2026 due to memory shortage and cost pressures.&nbsp;</li><li>Apple’s higher-end pricing helped it better withstand rising component costs than rivals with lower margins.&nbsp;</li><li>Bank of America reaffirmed its positive outlook on Apple, calling the iPhone maker the “highest quality name” in its coverage universe.&nbsp;</li></ul>China’s smartphone market started 2026 under pressure as supply constraints and rising component costs weighed on demand. However, Apple Inc. (AAPL) emerged as the standout performer, posting a 20% year-over-year increase in shipments and securing the fastest growth rate among major brands.According to Counterpoint Research, China’s smartphone shipments declined 4% YoY in the first quarter of 2026, reflecting weaker demand and cost pressures linked to memory shortages.&nbsp;<h2 class="st-heading-2">Apple Bucks The Trend&nbsp;</h2>Strong demand for Apple’s iPhone 17 lineup, combined with targeted promotions and subsidy eligibility, helped the company expand its share. Its premium pricing structure also allowed it to absorb rising component costs more effectively than lower-margin competitors.Xiaomi Corp. faced the steepest decline among major players, with shipments falling 35% as cautious pricing strategies and weaker flagship performance weighed on sales.<blockquote>“Rising component costs are already driving up retail prices, affecting both legacy models and the launch prices of new devices. This trend is expected to keep the Chinese smartphone market under significant pressure through the second quarter.”-Ivan Lam, Senior Analyst, Counterpoint Research&nbsp;</blockquote><a href="https://stocktwits.com/symbol/AAPL">Apple stock</a> traded over 1% higher on Friday. On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘neutral’ territory the previous day. Message volume changed to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_17_091709_png_8498912033.webp" alt="AAPL’s Sentiment Meter and Message Volume as of 09:45 a.m. ET on Apr.17, 2026 | Source: Stocktwits" width="929" height="106"><figcaption>AAPL’s Sentiment Meter and Message Volume as of 09:45 a.m. ET on Apr.17, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">What Did Bank of America Say?&nbsp;</h2>According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/04/17/friday-stock-calls-by-analyst-include-nvidia-apple-netflix-affirm.html">report</a>, Bank of America reiterated its bullish stance on Apple, describing the iPhone maker as the “highest quality name” in its coverage universe.&nbsp;“We continue to view AAPL as a high-quality compounder despite underperformance YTD vs. S&amp;P, supported by resilient Services growth and a healthy product cycle,” the firm said.&nbsp;According to a Wall Street Journal&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/tech/personal-tech/apple-mac-mini-supply-3e7a7509">report</a>, the surge of interest in locally run artificial intelligence tools has unexpectedly turned Apple’s compact Mac Mini into one of the most sought-after desktop computers.&nbsp;AAPL stock has declined by over 1% lower year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rklb-lunr-fly-analyst-sees-upside-for-lunar-boom-drives-fresh-optimism-for-space-players/cZJU8HRRIxM">RKLB, LUNR, FLY – Analyst Sees Upside For These Stocks As Lunar Boom Drives Fresh Optimism For Space Players</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A pedestrian looks at a smartphone while walking past an Apple Store featuring an iPhone 17 Pro advertisement inside a shopping mall in Shenzhen, China. (Photo by Cheng Xin/Getty Images)

Apple’s China Surge Shows Pricing Power Matters In A Supply Crunch – Retail Bulls Take Notice 

Strong demand for the iPhone 17, along with promotions and subsidies, boosted Apple’s market share. 

Equity

Strong demand for the iPhone 17, along with promotions and subsidies, boosted Apple’s market share. 


<ul class="summary-bullets"><li>In an interview with Stocktwits, QUBT chairman and CEO Yuping Huang said Anthropic’s Claude Mythos did not reveal “anything new” but should be a push to address quantum threats faster.</li><li>According to him, the broader industry needs to come together in order to increase adoption and bring quantum technology to real world applications.&nbsp;</li><li>He said QUBT expects accelerated adoption of its products and stronger revenue performance starting in 2026.</li></ul>Quantum Computing Inc. (QUBT) Chairman and chief executive Yuping Huang told Stocktwits that the extent of vulnerabilities found by Anthropic’s Claude Mythos isn’t a surprise, but should spark “urgency” for the ecosystem to adopt quantum communication technology at a larger scale very soon."I don't think it revealed anything new,” Huang told Michele Steele in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://youtu.be/OKvhRnCfJdo?si=IPHjHAc4_ErEn2QH">exclusive interview</a> with Stocktwits. “We all know there are fundamental security issues with current encryption methods, especially under the attack of quantum computers.”<a href="https://stocktwits.com/symbol/QUBT">QUBT’s stock</a> rose over 18% in midday trade on Wednesday, on track to close at an over two-month high in a&nbsp;<a href="https://stocktwits.com/news-articles/default/5/rgti-ionq-qbts-qubt-xndu-stocks-surge-on-nvidia-quantum-push/cZJt1ijRIwK">four-day rally</a>. Retail sentiment around the company on Stocktwits jumped to ‘extremely bullish’ from ‘neutral’ over the past day, chatter rose to ‘extremely high’ from ‘high’ levels. Platform data showed a 321% increase in message volume in the last 24 hours.<blockquote>“I think over the past few years, we have certainly seen wonderful progress, but there is still a gap between the technology and wide adoption.”– Dr.Yuping Huang, Chief Executive Officer And Chairman, Quantum Computing Inc.</blockquote><h2 class="st-heading-2">‘Urgent’ To Build A Larger Quantum Ecosystem</h2>Anthropic's Claude Mythos Preview said it found thousands of high-severity vulnerabilities in every major operating system and web browser. The Amazon (AMZN)-backed startup was so worried about the damage Mythos could cause that it refused to release it publicly until there are safeguards to control its most dangerous capabilities. Coinbase (COIN) and Binance (BNB) are&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-mythos-triggers-scramble-among-coinbase-binance-report/cZJth2LRIw9">reportedly</a> in talks with Anthropic to prepare for Mythos’ launch.According to Huang, Anthropic’s Mythos is a reminder that the existing ecosystem isn’t really that secure and an opportunity to build a “larger ecosystem” that goes beyond quantum computing companies. He said that partnerships across different sectors would allow for real world quantum-based network security technology applications.“I believe that this offers us an opportunity to rethink what the timeline for wide adoption should be and what we should do now in order to address these critical challenges before they become huge problems that none of us can solve,” Huang stated. “I do feel the urgency that we need to start to adopt quantum communication technology at a larger scale very soon."&nbsp;<h2 class="st-heading-2">QUBT Sees Faster Roadmap Execution</h2>Huang said recent acquisitions, including Luminar Semiconductor and NuCrypt, have strengthened the company’s ability to execute on its roadmap.While the overall strategy remains unchanged, he said the added capabilities could accelerate timelines. Huang expects increased adoption of the company’s quantum products and stronger revenue performance beginning in 2026, alongside the launch of new offerings.“We will also see a few opportunities that we could not have pursued, now become a reality,” he told Stocktwits. “So I hope that we can have a couple of new products to come out at the end of 2026. It's going to be very interesting.”Consensus estimates on Koyfin show the average price target on QUBT’s stock stands at $17.40, which represents a potential upside of 80% from current levels. Out of the five analysts covering the stock, three gave it a rating of ‘Buy’ while the other two recommended ‘Hold’. The shares have fallen over 8% year-to-date but gained nearly 40% in the last 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-dips-to-74-k-after-trump-claims-iran-war-is-close-to-over/cZJtOIKRIv6">Bitcoin Dips To $74K After Trump Claims Iran War Is ‘Close To Over’ – But Analyst Eyes Rally To $88K</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Quantum Computing, Quantum Physics, Quantum mechanics, Science, Technology. (Representative image courtesy of Just_Super via Getty Images)

EXCLUSIVE: QUBT CEO Says Anthropic's Mythos 'Doesn't Reveal Anything New' — But It Should Make Everyone Move Faster On Quantum Security

QUBT chairman and chief executive Yuping Huang told Stocktwits in an exclusive interview that Anthropic’s Claude Mythos preview should be a wake up call for the industry to rethink the timeline on wider adoption.

QUBT CEO Says Anthropic Mythos Demands ‘Urgent’ Quantum Security Push Now

QUBT chairman and chief executive Yuping Huang told Stocktwits in an exclusive interview that Anthropic’s Claude Mythos preview should be a wake up call for the industry to rethink the timeline on wider adoption.


<ul class="summary-bullets"><li>Terawulf said it intends to offer $800 million of common stock, with the underwriters granted a 30-day option to purchase up to an additional $120 million.</li><li>Proceeds are expected to finance a portion of the construction of a new data center at its Hawesville, Kentucky site.&nbsp;</li><li>The company also said that it expects first quarter (Q1) revenue between $30 million and $35 million, below an analyst estimate of $39.17 million.</li></ul>Shares of TeraWulf Inc. (WULF) fell 7% in after-hours trading Tuesday after the company announced a large common stock offering to fund data-center expansion and released preliminary first-quarter 2026 financial results.The data center infrastructure operator closed the regular session up nearly 8% at $20.95, hitting a fresh 52-week high. In extended trading, the stock dropped as low as $19.12, before tempering some losses.<h2 class="st-heading-2">Stock Offering</h2>The company said it intends to offer $800 million of common stock, with the underwriters granted a 30-day option to purchase up to an additional $120 million.Proceeds are expected to finance a portion of the construction of a new data center at its Hawesville, Kentucky site and to support future site acquisitions, and fund general corporate purposes, the company said.<h2 class="st-heading-2">Preliminary Results</h2>Separately, TeraWulf also said that it expects first quarter (Q1) revenue between $30 million and $35 million, below an analyst estimate of $39.17 million, and adjusted core profit between $0 million and $3 million, lower than Wall Street estimates of $4.86 million. The company ended March with $3.1 billion in cash, cash equivalents and restricted cash, and total debt of $5.8 billion.More than 50% of first-quarter revenue came from contracted high-performance computing (HPC) hosting, a shift the company said will accelerate as additional capacity comes online throughout 2026.TeraWulf also disclosed it has received allocations for a new revolving credit facility of up to $250 million, maturing in April 2030, which it said will enhance liquidity and support working capital. The company believes its strengthened balance sheet gives it sufficient capital to fund the equity component of the Kentucky data-center project and support other near term capital requirements.“Our preliminary results reflect a business that has effectively transitioned to long-term, credit-enhanced revenues,” said CFO Patrick Fleury. “With more than 50% of first quarter 2026 revenue derived from HPC hosting, and additional compute capacity expected to come online in the second quarter and throughout the remainder of the year, we expect our revenue mix to continue shifting toward stable, contracted HPC hosting revenues backed by investment-grade counterparties.”Terawulf is expected to report its full Q1 results in May.<h2 class="st-heading-2">How Did Retail Traders React?</h2>On Stocktwits, retail sentiment around WULF stayed within the ‘extremely bullish’ territory over the past 24 hours, while message volume remained at ‘extremely high’ levels.<a href="https://stocktwits.com/symbol/WULF">WULF stock</a> has gained about 748% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/pharma-bro-martin-shkreli-defends-revolution-medicines-pancreatic-cancer-study-data-progress-compounds/cZJq07vRIv9">‘Pharma Bro’ Martin Shkreli Defends Revolution Medicines’ Pancreatic Cancer Study Data: ‘Progress Compounds’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the TeraWulf (Tera Wulf) logo is seen displayed on a smartphone screen.

Why Did WULF Stock Dive In Extended Trading After Hitting 52-Week High?

The data center infrastructure operator closed the regular session up nearly 8% at $20.95, hitting a fresh 52-week high. In extended trading, the stock dropped as low as $19.12. 

<ul class="summary-bullets"><li>Earlier this week, Anthropic unveiled Claude Managed Agents, a new tool to help developers build their own AI agents 10 times faster.&nbsp;</li><li>UiPath is a software company that provides automation tools for AI agents.&nbsp;</li><li>Meanwhile, retail traders on Stocktwits turned bullish on the stock, dismissing worries over Anthropic’s threat to the agentic AI company.</li></ul>Shares of UiPath Inc. (PATH) slid more than 5.7% on Friday, reaching an intraday 52-week low, as concerns over Anthropic’s agentic artificial intelligence tools announcement spooked markets.The company’s shares slid to $9.28 during trading hours, before closing up slightly at $9.38. The stock continued to decline in after-market hours.Meanwhile, retail traders on Stocktwits turned bullish on the stock, dismissing worries over Anthropic’s threat to the agentic AI company.<h2 class="st-heading-2">What Is Retail Saying?</h2>On Stocktwits, retail sentiment over PATH stock improved from ‘neutral’ to ‘bullish’ over the past 24 hours, while message volumes climbed from ‘low’ to ‘normal’ levels.One bullish user said that the selloff was “fearful and irrational,” adding that software companies like UiPath would integrate with agentic AI. The user added that while it would take time for that realization to impact markets, the payoff would ultimately be big.<stembedurl>https://stocktwits.com/NachoTheBull/message/649848732</stembedurl>Another user said that the company looked extremely “oversold.”<stembedurl>https://stocktwits.com/newguy1219/message/649853336</stembedurl>Another bullish user expressed disappointment that CEO Daniel Dines was not aggressively buying back the stock to improve share price and sentiment.<stembedurl>https://stocktwits.com/DizPlinTrading/message/649798117</stembedurl><h2 class="st-heading-2">What’s The Anthropic Connection?</h2>Earlier this week, Anthropic unveiled Claude Managed Agents, a new hosted service in the Claude Platform to build, deploy, and scale AI agents, making it easier for developers to build their own infrastructure 10 times faster.The company said that it would offer a secure cloud sandbox for executing code, managing long-running tasks, and handling tool orchestration, helping prototypes launch in days rather than months.The announcement, coupled with other launches from Anthropic, have led to deep selloffs in the software industry. UiPath is a software company that provides automation tools for AI agents.<a href="https://stocktwits.com/symbol/PATH/">PATH stock</a> has declined more than 40% so far this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/net-stock-heads-for-worst-drop-in-over-2-years-retail-goes-bottomfishing/cZJ0SLBRItM">NET Stock Heads For Worst Drop In Over 2 Years — Retail Goes Bottomfishing Amid Software Selloff</a>

The UiPath logo is seen displayed on a smartphone screen next to a keyboard. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

PATH Stock Slides To 52-Week Low Amid Anthropic Concerns — Retail Calls Selloff ‘Irrational’

UiPath shares slid to $9.28 during trading hours, before closing up slightly at $9.38. 

<ul class="summary-bullets"><li>The report stated that Thoma Bravo is among the potential buyers and has already expressed interest in acquiring Commvault in recent weeks.</li><li>Thoma Bravo co-founder Orlando Bravo stated during an interview at the World Economic Forum in Davos earlier this year that the firm is open to acquiring software companies amid a selloff, calling it a “huge buying opportunity.”</li><li>Commvault reported its third-quarter earnings on Jan. 27, 2026, beating Wall Street expectations, even though its stock took a beating and closed 31% lower.</li></ul>Commvault Systems Inc. (CVLT) shares hit a one-month high in Friday’s midday trade after a report stated that the company is exploring a sale.According to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/commvault-explores-sale-after-takeover-interest-sources-say-2026-04-10/">report</a>, Commvault is working with Goldman Sachs to consider options after receiving takeover interest from multiple potential buyers.<a href="https://stocktwits.com/symbol/CVLT">Commvault shares</a> were up nearly 11% in Friday’s midday trade. Retail sentiment on Stocktwits around the company trended in the ‘bullish’ territory with message volumes at ‘high’ levels.<h2 class="st-heading-2">Thoma Bravo Among Potential Buyers</h2>The report stated that Thoma Bravo is among the potential buyers and has already expressed interest in acquiring Commvault in recent weeks. One of the sources stated that Thoma Bravo had previously made an offer, without specifying the price.Thoma Bravo co-founder Orlando Bravo stated during an interview at the World Economic Forum in Davos earlier this year that the firm is open to acquiring software companies amid a selloff, calling it a “huge buying opportunity.”Thoma Bravo is a Chicago-based private equity firm that focuses on acquiring enterprise software companies. The firm says it manages over $181 billion in assets for over 75 global software companies.<h2 class="st-heading-2">What Does Commvault Do?</h2>Commvault is a New Jersey-based company that offers cybersecurity and data protection services. Its customers include 3M, Sony, and Hilton, among others. The company helps its clients protect and recover data in the event of a cyberattack or ransomware attack, as well as system failures across cloud providers.Commvault reported its third-quarter earnings on Jan. 27, 2026, beating Wall Street expectations, even though its stock took a beating and closed 31% lower.Commvault reported earnings per share (EPS) of $1.17 on revenue of $314 million, beating Wall Street expectations of an EPS of $0.98 on revenue of $299 million, according to Fiscal.ai data.<a href="https://stocktwits.com/symbol/CVLT">CVLT stock</a> is down 30% year-to-date and 42% over the past 12 months. The Vanguard Information Technology Index Fund ETF (VGT) is up 46% over the past 12 months, while the Vanguard Small-Cap Index Fund ETF (VB) is up 34%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/pltr-stock-trump-endorses-palantir-war-fighting-capabilities/cZJ008SRIt8">Michael Burry Says He’s Still Short Palantir After Stock Sees Recovery Following&nbsp; Trump’s Endorsement</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Commvault Systems, Inc. logo is seen displayed on a smartphone screen.

CVLT Stock Hit A 1-Month High Today – What Drove The Rally?

According to a Reuters report, Commvault Systems is working with Goldman Sachs to consider options after receiving takeover interest from multiple potential buyers.

<ul class="summary-bullets"><li>Counterpoint Research said global smartphone shipments fell 6% year over year in the first quarter.</li><li>The shipments were strained by the limited availability of critical memory components, and weakened consumer demand was shaped by geopolitical uncertainty.</li><li>In Q1, Apple captured a 21% market share while expanding shipments by 5% compared to a year earlier.</li></ul>Apple Inc. (AAPL) took the lead in smartphone shipments for the first time ever in the first quarter, even as giants like Samsung and Xiaomi retreated under the weight of a global memory crunch.According to data from Counterpoint Research, the global smartphone industry opened 2026 on a weaker footing, as shipments fell amid supply disruptions and cautious consumer spending.&nbsp;<h2 class="st-heading-2">Apple Takes The Lead</h2>Worldwide smartphone shipments dropped 6% year over year in the first quarter, pressured by shortages of key memory components and a subdued buying environment influenced by geopolitical tensions, the research firm said.Manufacturers grappled with higher memory component costs and uneven demand, leading to adjustments across product lines and launch timelines.&nbsp;However, Apple has climbed to the top global position in Q1, capturing a 21% market share while expanding shipments by 5% compared to a year earlier. Strong demand for its latest iPhone lineup, combined with efficient supply chain management, helped the company navigate component shortages better than competitors, said the firm. Growth in major Asian markets, including China and India, further strengthened its position.<a href="https://stocktwits.com/symbol/AAPL">Apple stock</a> inched 0.6% higher in Friday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_10_064912_png_bf51a3096d.webp" alt="AAPL’s Sentiment Meter and Message Volume as of 06:30 a.m. ET on Apr.10, 2026 | Source: Stocktwits" width="929" height="101"><figcaption>AAPL’s Sentiment Meter and Message Volume as of 06:30 a.m. ET on Apr.10, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Global Brands Under Pressure</h2>Samsung Electronics Co. slipped to second place with a 20% share after shipments declined 6% from a year earlier.Xiaomi held onto third place but recorded the steepest drop of 13% YoY among leading brands, with shipments falling due to its reliance on budget-conscious consumers. Meanwhile, OPPO and vivo maintained fourth and fifth positions, respectively, with relatively modest declines as they leaned on mid-range and premium segments to stabilize performance.<blockquote>“This decline in shipments is primarily driven by memory players prioritizing AI data centers over consumer electronics, leaving OEMs with compressed margins and forcing them to pass increased Bills of Material (BOM) costs directly to the consumer.”-Shilpi Jain, Senior Analyst, Counterpoint Research&nbsp;</blockquote>Jain added that limited component availability, combined with rising energy and transportation costs and economic unease linked to Middle East tensions, dampened consumer appetite for new devices, driving up interest in refurbished options and putting additional pressure on shipment volumes.AAPL stock has declined by over 4% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/eose-stock-jumped-explosive-revenue-guidance-record-shipments-battery-production/cZJW7hCRIs2">EOSE Stock Jumped 18% Today – Investors Cheer Explosive Revenue Guidance, Record Shipments And Expanding Battery Production</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Consumers are experiencing the iPhone 17 Standard Edition in an Apple smart home store in Shanghai, China on March 24, 2026. 

Apple Outperforms In Tough Q1 Even As Memory Crunch Drags Global Smartphone Shipments

Strong interest in its newest iPhone models, along with efficient supply operations, enabled the company to handle component constraints more effectively than its rivals.

The Zacks Analyst Blog Highlights MAGS, QQQ, VGT, XLK, SMH and FTEC

QQQ and other tech ETFs gain as Iran truce hopes ease risks to chips, data centers and AI, lifting sentiment despite fragile geopolitical backdrop.

Tech ETFs to Soar on "Fragile" Truce Hopes in Iran War?

Fragile ceasefire hopes may lift tech outlook: ETFs like VGT, SMH & FTEC may gain as Iran tensions ease and rate pressure softens.

<ul class="summary-bullets"><li>Aehr Test Systems reported Q3 earnings on Tuesday, posting quarterly bookings of $37.2 million, indicating a book-to-bill ratio of over 3.5x.&nbsp;</li><li>Lake Street raised its price target on AEHR stock to $56 from $50, while maintaining a ‘Buy’ rating on the stock.</li><li>Craig-Hallum also upgraded the stock to ‘Buy’ from ‘Hold’ with a $68 price target, indicating an upside potential of about 35% from the last closing price.</li></ul>Aehr Test Systems (AEHR) rallied more than 23% on Wednesday amid a series of upgrades from Wall Street analysts following its third-quarter (Q3) 2026 earnings results.The company reported net revenue of $10.3 million for the quarter, about 43.7% lower than the same period in the previous year, and also below analysts’ estimates of $10.85 million. The test solutions provider also missed earnings expectations.Despite the miss, Lake Street raised its price target on AEHR stock to $56 from $50, while maintaining a ‘Buy’ rating on the stock, according to Investing.com. Craig-Hallum also upgraded the stock to ‘Buy’ from ‘Hold’ with a $68 price target, indicating an upside potential of about 35% from the last closing price.<h2 class="st-heading-2">Street Consensus</h2>Lake Street said that while Aehr Test Systems missed revenue expectations, the strong bookings inflection was a pivotal point to consider. The analyst said that it believes the strong bookings momentum could prove its FY27 estimates to be conservative and continue to push the stock higher.Meanwhile, Craig-Hallum cited the company’s improving business momentum and significant growth opportunities over multiple business segments for its upgrade, as per TheFly.The firm said that it believes that over time, AEHR has single customers who could drive $100 million a year in revenue. As a result, Craig-Hallum said it is expecting a multi-year revenue opportunity of at least $200 million in annual revenue for the company.<h2 class="st-heading-2">AEHR Q3 Update</h2>Aehr Test Systems said that it had clocked quarterly bookings of $37.2 million, indicating a book-to-bill ratio of over 3.5x that highlighted strong customer demand across wafer-level burn-in (WLBI) and package-level burn-in (PLBI) applications. The company said that it expects bookings for the year to be on the high end of the previously stated range of $60 million to $80 million.<figure class="image"><img src="https://news.stocktwits-cdn.com/Aehr_Test_Systems_Quarterly_Bookings_jpg_f316afd3af.webp" alt="Aehr_Test_Systems_Quarterly_Bookings.jpg" width="1600" height="1134"><figcaption>AEHR Q3 bookings have soared | Source: Fiscal.ai</figcaption></figure>The company also reported a backlog as of Feb. 27 to be $38.7 million, significantly above previous quarters.<figure class="image"><img src="https://news.stocktwits-cdn.com/Aehr_Test_Systems_Quarterly_Backlog_jpg_5a54f754f1.webp" alt="Aehr_Test_Systems_Quarterly_Backlog.jpg" width="1600" height="1134"><figcaption>The company disclosed significant backlogs for Q3 | Source: Fiscal.ai</figcaption></figure><h2 class="st-heading-2">Retail Stance</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/AEHR">AEHR stock</a> was in the ‘bullish’ territory amid ‘extremely high’ message volumes at the time of writing.One bullish user pointed to the analysts’ upgrades, while adding that the company was becoming a key partner for the semiconductor sector.<stembedurl>https://stocktwits.com/Zero_C00L/message/649695898</stembedurl>AEHR stock has rallied more than 179% this year.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/inhd-stock-shot-up-today-what-s-driving-this-super-rally/cZJfbw0RIA7">INHD Stock Shot Up 180% Today – What’s Driving This Super Rally?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the AEHR Test Systems logo is displayed on a smartphone screen.

AEHR Stock Soars 23% Despite Lackluster Q3 Results — Why Is Wall Street Bullish?

Lake Street said that while Aehr Test Systems missed revenue expectations, the strong bookings inflection was a pivotal point to consider. 

<ul class="summary-bullets"><li>Microsoft has confirmed that the outage has been resolved now, and that service has been restored.</li><li>The company stated that it had identified an external service dependency that contributed to the issues across multiple Microsoft 365 services.</li><li>Earlier, users on Downdetector reported connectivity issues with Outlook on the desktop, while adding that they are also experiencing trouble connecting to the M365 admin center.</li></ul>Update: Microsoft Corp. (MSFT) services, including Microsoft 365, Outlook, Teams, Azure, and Store are now operating normally following an outage earlier on Wednesday, with error reports having plummeted on the service tracking website Downdetector.Service tracking website Downdetector showed a massive spike in Microsoft outage reports earlier in the day, with users flagging issues in accessing multiple services.<figure class="image"><img src="https://news.stocktwits-cdn.com/Microsoft_365_status_jpg_c115d22331.webp" alt="Microsoft 365 error reports on Downdetector" width="861" height="383"><figcaption>Microsoft 365 error reports on Downdetector | Downdetector</figcaption></figure>Earlier, users on Downdetector reported connectivity issues with Outlook on the desktop, while adding that they are also experiencing trouble connecting to the M365 admin center.Some users also stated that while Microsoft’s health status page did not reflect the outage, they were unable to log in to the admin page due to an “internal server error” issue.<a href="https://stocktwits.com/symbol/MSFT">Microsoft shares</a> were up nearly 2% in Wednesday morning’s trade. Retail sentiment on Stocktwits around the company trended in the ‘bearish’ territory at the time of writing.<h2 class="st-heading-2">Microsoft Confirms Issue Now Resolved</h2>An official Microsoft account on X&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/MSFT365Status/status/2041910595650203765">issued</a> an update, confirming that the issue with its services has now been resolved.“We've validated through service telemetry that our mitigation efforts were successful and service has been restored. Further details about the incident can be found in the admin center under MO1274150,” the company stated.<figure class="image"><img src="https://news.stocktwits-cdn.com/Microsoft_post_jpg_a63b84e5c1.webp" alt="Microsoft 365 Status post on X" width="581" height="177"><figcaption>Microsoft 365 Status post on X | @MSFT365Status/X</figcaption></figure>The tech giant stated in another post that it had identified an external service dependency that contributed to the issues across multiple Microsoft 365 services.<h2 class="st-heading-2">Other Recent Outages</h2>Microsoft 365 experienced another&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/is-microsoft-down-current-status/cZRtw5dR4yV">outage</a> in March 2026, with the company confirming the reports and flagging the gateway timeout errors preventing users from logging in to its services.Other services like social media platform X, OpenAI’s ChatGPT, and Yahoo have also faced outages recently. X faced multiple outages in March, February, and January this year, while ChatGPT faced issues&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/is-chatgpt-down-openai-investigating/cLPVTsuRE7h">in November</a> due to an issue at Cloudflare Inc. (NET).<a href="https://stocktwits.com/symbol/MSFT">MSFT stock</a> is down 22% year-to-date, but up 7% over the past 12 months. The Vanguard Information Technology Index Fund ETF (VGT) is up 57% over the past 12 months, while the iShares S&amp;P 500 Growth ETF (IVW) is up 44%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ktos-stock-gains-kratos-447m-contract-space-systems/cZJfbMbRIA4">Kratos Bags Contract Worth A Third Of Its Fiscal 2025 Revenue – KTOS Stock Takes Off In Opening Trade</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Screens show the logo of Microsoft and its AI service Copilot. 

Microsoft 365, Teams, Outlook, Azure And Other Services Recover After An Outage

Service tracking website Downdetector showed a massive spike in Microsoft outage reports earlier in the day, with users flagging issues in accessing multiple services.

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