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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 Technologies is experiencing significant volatility following a now-deleted social media post from Michael Burry, who alleged that AI startup Anthropic is eroding the companys competitive moat. While some market participants are panic-selling and speculating on a potential correction due to high valuation metrics, many long-term investors are dismissing the claims as market manipulation, arguing that Palantirs deep integration with government and defense sectors provides a distinct operational advantage that general-purpose AI models cannot replicate.

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 driven by a massive, AI-fueled memory cycle and high-profile analyst price target upgrades that have fueled intense FOMO. The community remains sharply divided, with bulls pointing to fundamental AI infrastructure demand, while bears warn of an imminent "blow-off top" and institutional manipulation amidst mounting geopolitical tensions in the Middle East.

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 trending as investors react to preliminary first-quarter revenue results and updates on manufacturing scaling, including successful factory testing of their second production line. While the company is highlighting record shipments and output to rebuild shareholder trust, the community remains divided between those viewing the price drop as a strategic buying opportunity and skeptics concerned about management's history of missed guidance and execution risks.

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 capturing significant market attention as investors react to a wave of major partnerships, including collaborations with Google and Elon Musk's Terafab project, fueling optimism about a long-term turnaround. The community is actively debating whether this momentum represents a fundamental revaluation of the company's foundry potential or a temporary rally driven by AI-related hype and institutional positioning.

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 (CAR) is seeing intense volatility and heavy retail interest as traders bet on a potential short squeeze, fueled by high short interest and speculative momentum. While community sentiment is sharply divided between bulls chasing parabolic gains and bears pointing to fundamental risks like high debt and poor financial performance, the stock remains a focal point for intense debate regarding market manipulation and potential massive price swings.

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.

iShares Trust - iShares Expanded Tech-Software Sector ETF

iShares Expanded Tech-Software Sector ETF

The iShares Expanded Tech-Software Sector ETF (IGV) is trending due to intense volatility and debate over whether AI will cannibalize SaaS revenue or act as a catalyst for efficiency-driven margin expansion. The community is actively discussing major short-selling pressure and technical setups like double bottoms, while debating whether the current pullback represents a generational buying opportunity or a structural shift in software valuation.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is seeing significant momentum as investors digest a major data center investment plan in Mississippi and a positive shareholder letter highlighting the rapid growth of its AI chip business. The community is actively debating the stock's long-term potential, with bullish sentiment driven by AWS cloud dominance and new pharmacy partnerships, balanced against ongoing concerns regarding market volatility and macroeconomic pressures.

Monad is a high-performance Layer 1 blockchain that processes 10,000 transactions per second with near-zero fees. The platform delivers high performance without compromising on security or decentralization, creating the infrastructure needed for complex applications that require high-frequency activity.  One of Monad’s key innovations lies in how it handles transaction processing. Instead of processing transactions one at a time like traditional blockchains, Monad processes multiple transactions simultaneously through parallel execution.   The system separates the agreement process from the execution process, allowing validators to first agree on which transactions to include and in what order, then having more time to execute those transactions without slowing down consensus. This approach, combined with a custom-built database called MonadDB, dramatically increases throughput while maintaining accuracy.  Monad also offers complete EVM compatibility, where applications built for Ethereum work on Monad without any code modifications, and users can connect with familiar wallets like MetaMask just as they would on Ethereum. Developers can immediately tap into Ethereum's established ecosystem of tools, libraries, and applications while benefitting from Monad’s performance improvements. The platform also runs on consumer-grade hardware rather than expensive specialized equipment, making it accessible for more people to participate in securing the network.  Monad has raised approximately 244 million dollars in total funding across multiple rounds. The company secured 19 million dollars in a seed round in February 2023 led by Dragonfly Capital, followed by a 225 million dollar Series A round in April 2024 led by Paradigm at a 3 billion dollar valuation. Other notable investors include Electric Capital, Greenoaks, Coinbase Ventures, and prominent angel investors such as Naval Ravikant.

Monad

Monad is seeing heightened market attention driven by its growing TVL and community excitement over its role as a high-performance Layer-1 blockchain capable of challenging established networks. Investors are actively discussing the coin's staking yield, the potential for long-term price appreciation, and its recent mention in mainstream financial coverage, while some community members remain cautious about price manipulation and short-term volatility.

Aimei Health Technology Co., Ltd. is a blank check company, which engages in entering a merger, share exchange, asset acquisition, share purchase, recapitalization, reorganization or similar business combination with one or more businesses. The company was founded on April 27, 2023 and is headquartered in New York, NY.

Aimei Health Technology Co Ltd

AFJK is currently fueling intense community speculation as a high-volatility, low-float SPAC candidate, with traders drawing parallels to previous massive rallies in the sector. Investors are actively debating the sustainability of these rapid price swings and frequent trading halts, highlighting the stock as a high-risk gamble driven by intense buy-side momentum.

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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

Gorilla's Shackleton Deal Clears a Major Hurdle: Here's Why it Matters

GRRR clears FCA approval for its Shackleton Finance acquisition, opening the door to a regulated capital platform to scale its AI pipeline.

This Zscaler Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Thursday

Wall Street analysts changed outlook on top names. See rating changes on our analyst ratings page. Find out what analysts think of ZS stock.read more...

Zscaler (NASDAQ:ZS) Hits New 1-Year Low - Time to Sell?

Zscaler (NASDAQ:ZS) Hits New 1-Year Low - What's Next...

Zscaler (NASDAQ:ZS) Given "Neutral" Rating at BTIG Research

BTIG Research reiterated a "neutral" rating on shares of Zscaler in a research note on Thursday...

OFI Invest Asset Management Purchases 87,344 Shares of Zscaler, Inc. $ZS

OFI Invest Asset Management raised its position in Zscaler, Inc. (NASDAQ:ZS - Free Report) by 1,559.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the...

Zscaler's AI Agent Security Push: Will It Be a New Growth Driver?

ZS bets big on AI agent security as enterprise adoption surges, leveraging Zero Trust and massive data scale to capture a fast-growing cybersecurity market.

Zscaler, Inc. (ZS) is Attracting Investor Attention: Here is What You Should Know  

Zacks.com users have recently been watching Zscaler (ZS) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Zscaler, Inc. $ZS Shares Sold by Perpetual Ltd

Perpetual Ltd lessened its holdings in Zscaler, Inc. (NASDAQ:ZS - Free Report) by 30.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission...

Wall Street Analysts See Zscaler (ZS) as a Buy: Should You Invest?

Based on the average brokerage recommendation (ABR), Zscaler (ZS) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

Zscaler, Inc. engages in the provision of a cloud-based internet security platform. It offers Zero Trust Exchange, Zscaler Client Connector, Zscaler Internet Access, Zscaler Private Access, Zscaler B2B, Zscaler Cloud Protection, and Zscaler Digital Experience. The company was founded by Jagtar Singh Chaudhry and K. Kailash in September 2007 and is headquartered in San Jose, CA.

Zscaler Inc

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Investors are expressing major concern that new Anthropic AI models will render traditional software and cybersecurity solutions obsolete.

Widespread panic is hitting the SaaS and cybersecurity sectors, leading to a aggressive devaluation across major industry peers.

Some bullish investors are treating the price collapse as a rare multi-year entry opportunity, accumulating shares despite significant volatility.

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