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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 facing heavy volatility and downward pressure after short-seller Michael Burry posted and subsequently deleted claims that the AI startup Anthropic is siphoning market share from Palantir. While investors are debating the validity of these competitive threats, the community remains deeply polarized, with many buyers viewing the sell-off as an institutional manipulation tactic and a discounted entry opportunity, while bears point to the stock's lofty valuation and potential disruption in the broader software sector.

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 investors debate the impact of preliminary first-quarter revenue guidance, record shipments, and progress on its second production line amid ongoing skepticism from short sellers and class action concerns. The community is sharply divided between those viewing the current share price as a generational buying opportunity based on long-term infrastructure scaling and those who remain wary of management's track record and execution risks.

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 driven by intense short squeeze dynamics, with market participants actively debating the company's high debt load and dilution risks against its potential for aggressive price spikes. The community remains sharply divided, featuring heavy retail engagement in squeeze strategies alongside skepticism from those highlighting fundamental concerns and recent analyst downgrades.

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 intense downward pressure as investors rotate out of software stocks, driven by fears that AI agents from competitors like Anthropic could disrupt traditional seat-based licensing models. Despite the volatility and technical breakdown, market sentiment remains divided between those panic-selling amid the 'SaaSpocalypse' narrative and long-term investors highlighting ServiceNow's strong enterprise moat and management's recent insider buying as evidence of an oversold bargain.

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 experiencing extreme volatility and heavy retail interest as traders speculate on a potential short squeeze, with many comparing its price action to previous low-float runner patterns. Community discussion remains polarized between aggressive bulls anticipating a massive breakout and vocal critics dismissing the stock as a speculative pump-and-dump scheme.

iShares Trust - iShares Expanded Tech-Software Sector ETF

iShares Expanded Tech-Software Sector ETF

The iShares Expanded Tech-Software Sector ETF (IGV) is currently seeing significant volatility and intense debate as investors weigh the potential for a technical bottom against fears that AI-driven automation could disrupt the traditional software-as-a-service (SaaS) business model. While some traders are aggressively buying the dip and highlighting institutional accumulation, others caution that the sector faces a structural re-rating, leading to a highly polarized environment where sentiment remains the primary driver of price action.

Astera Labs, Inc. is a global semiconductor company, which engages in the provision of hardware and software solutions for AI and cloud infrastructure applications to solve data, memory, and networking bottlenecks. It operates through the following geographical segments: Taiwan, China, United States, and Other. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

Astera Labs is currently experiencing significant volatility following a post-earnings sell-off that triggered intense debate among investors regarding its valuation and future growth prospects. Community members are actively discussing whether the recent pullback represents an overreaction to minor margin pressures or a necessary correction, with many focusing on the long-term potential of the company's strategic partnership with Amazon and its critical role in AI infrastructure.

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.

Sezzle, Inc. engages in the operation of a digital payment platform that enables bank-to-bank transfer of money between consumers and businesses. The company was founded by Charlie G. Youakim, Killian Brackey and Paul V. Paradis on January 4, 2016 and is headquartered in Minneapolis, MN.

Sezzle Inc.

Sezzle Inc. (SEZL) remains a focal point for intense debate, as investors weigh the company's strong fundamentals and recent $100 million buyback authorization against a persistent short interest and volatile technical consolidation. The community is actively tracking the stock's potential for a short squeeze, with bulls emphasizing the firm's rapid revenue growth and institutional backing, while bears remain focused on macro-economic headwinds and sector-wide pressures.

Metals Royalty Co Inc. engages in the acquisition and management of critical metals and mineral royalties, streams, and other similar interests. The firm focuses on providing capital to support mineral security and independence in North America in support of accelerating domestic industry growth, including energy, defense and re-industrialization. It operates through Metal and Minerals, and Oil and Gas segments. The company was founded on October 27, 2022, and is headquartered in Calgary, Canada.

Metals Royalty Co Inc. (The)

The Metals Royalty Company

Investors are closely monitoring the Nasdaq debut of TMCR, a capital-light royalty company with a strategic 2% interest in the NORI polymetallic nodule deposit. Community discourse is heavily focused on the stock's tight share structure, its role as a proxy for domestic critical mineral security, and its potential impact on the valuation of its parent company, TMC.

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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

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

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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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Too early to tell

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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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	$1.01	--	--	N/A
Q2 '26	$0.89	$1.01	12.92%	BEAT
Q1 '26	$0.86	$0.96	12.09%	BEAT
Q4 '25	$0.80	$0.89	11.25%	BEAT
Q3 '25	$0.76	$0.84	11.18%	BEAT

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