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CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

Concerns over CoreWeaves debt-funded data-center expansion and access to financing dominate the discussion, amplified by HSBCs bearish assessment of debt costs and AI-demand risks. Bears warn of further downside and question insider selling, while bulls point to contracted demand, Goldmans more positive view and ARKs buying as reasons the selloff may be overdone.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as crude prices climb amid reported attacks on Middle East shipping and energy infrastructure, raising fears of supply disruptions around the Strait of Hormuz. Traders are split between betting that geopolitical risks will keep oil elevated and expecting prices to retreat if shipping conditions improve or diplomacy eases tensions.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is under pressure as traders connect the stocks slide to weakening confidence in Trump ahead of the midterms, alongside concerns about Truth Socials limited business scale, losses, and crypto exposure. Discussion is overwhelmingly bearish, though some traders see a possible short-term bounce and point to the pending TAE fusion deal as a potential diversification opportunity.

USA Rare Earth, Inc. is a domestic supplier of rare earth magnets and heavy rare earth elements. It develops a vertically integrated domestic supply chain for rare earth element magnet production, with a facility in Stillwater and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

A prolonged selloff has focused attention on USAR, with traders pointing to dilution concerns, heavy spending before production scales, and frustration with managements limited communication after the CEO transition. Bulls cite the companys strategic role in a U.S. rare-earth supply chain and government backing, while bears question execution and near-term economics.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

Barclays downgrade to Underweight has intensified selling, with traders focused on commercial execution risk and the lack of a definitive TVAENTRA1 agreement for NuScales proposed deployment. Bears see delayed contracts as evidence the business case is faltering, while some bulls view the selloff as overdone and are waiting for concrete project progress.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras steep post-IPO selloff is drawing attention, with traders focused on recurring lockup expirations and insider share sales as potential sources of continued supply; a TD Cowen price-target cut and concerns about OpenAI dependence and competition from Nvidia add to the bearish debate. Some traders see the decline as an oversold buying opportunity, citing the companys AI-chip technology and demand prospects, while others expect more downside until selling pressure eases.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforces agreement to acquire customer-engagement platform Braze is drawing attention, with traders weighing the deals potential to strengthen Marketing Cloud and its AI strategy against concerns about the cost and pressure on CRM shares. Some also frame the deal as part of Salesforces broader push to expand its enterprise software offerings.

General Motors Co. engages in the designing, manufacturing, and selling of trucks, crossovers, cars, and automobile parts, and in providing software-enabled services and subscriptions. It operates through the following segments: GMNA, GMI, Cruise, and GM Financial. The company was founded by William C. Durant on September 16, 1908 and is headquartered in Detroit, MI.

General Motors Company

GMs quarterly earnings and revenue beat expectations, and the company authorized a large share buyback, but shares fell as traders focused on a narrowed full-year profit outlook that offered no improvement at its midpoint and weaker U.S. sales. Some see the buyback and cash flow as supportive, while others argue the cautious outlook outweighed the strong quarter.

RTX Corp. is an aerospace and defense company, which engages in the provision of aerospace and defense systems and services for commercial, military, and government customers. It operates through the following segments: Collins Aerospace Systems (Collins), Pratt and Whitney, Raytheon Intelligence and Space (RIS), and Raytheon Missiles and Defense (RMD). The Collins segment manufactures and sells aero structures, avionics, interiors, mechanical systems, mission systems, and power controls. The Pratt and Whitney segment includes the design and manufacture of aircraft engines and auxiliary power systems for commercial, military, and business aircraft. The RIS segment is involved in the development of sensors, training, and cyber and software solutions. The RMD segment offers end-to-end solutions to detect, track, and engage threats. The company was founded in 1922 and is headquartered in Arlington, VA.

RTX Corp

Raytheon Technologies Corporation

RTXs quarterly results topped expectations and management raised its full-year outlook, with traders pointing to strong aerospace and defense demand and a record backlog. The upbeat results have drawn bullish reactions, though some traders are frustrated that the share price has not responded more strongly.

GE Aerospace is an American aircraft company, which engages in the provision of jet and turboprop engines, as well as integrated systems for commercial, military, business, and general aviation aircraft. The firm's portfolio of brands includes Avio Aero, Unison, GE Additive, and Dowty Propellers. It operates through the following segments: Commercial Engines and Services, Defense and Propulsion Technologies, and Corporate and Other. The Commercial Engines and Services segment is involved in the design, development, manufacturing, and servicing of jet engines for commercial airframes, as well as business aviation and aeroderivative applications. The Defense and Propulsion Technologies segment offers defense engines and critical aircraft systems. The Corporate and Other segment relates to corporate functions and operations costs. The company was founded by Thomas Alva Edison in 1878 and is headquartered in Evendale, OH.

GE Aerospace

GE Aerospaces quarterly results topped expectations and the company raised its 2026 outlook, but shares fell as traders focused on rising costs, weaker free cash flow and a swing to a loss in its insurance business. The reaction is divided between investors calling the report strong and those questioning whether execution and cost pressures will offset the improved outlook.

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CRM Stock Falls: Salesforce Strikes $5.66B Braze Deal To Strengthen AI Marketing Push

Equity

The $47.50 per-share cash transaction would bring Braze's customer engagement technology to Salesforce Marketing Cloud and Agentforce.

Salesforce to acquire Braze in a $5.66 billion deal

Salesforce said on Tuesday it would acquire customer engagement platform Braze for about $5.66 billion...

Salesforce Signs Definitive Agreement to Acquire Braze

Salesforce (NYSE: CRM), the worlds #1 AI CRM, today announced it has entered into a definitive agreement to acquire Braze (NASDAQ: BRZE), a leading customer engagement platform, for approximately $5.66 billion in enterprise value. Under the terms of the agreement, holders of Braze Class A common...

Intuit's Mailchimp Faces Headwinds: Can It Stage a Turnaround?

INTU is working to revive Mailchimp's growth as revenues decline and customer churn rises, while margin expansion, SMS adoption and retention gains offer hope.

Braze Announces 2026 Torchie Award Winners Recognizing the Marketers Who Were Made for This Moment

Braze (Nasdaq: BRZE), the leading customer engagement platform that empowers brands to Be Absolutely Engaging, today announced the winners of its 2026 Torchie Awards, recognizing brands and marketers setting a new standard for customer engagement through creativity, collaboration, AI, and...

Braze Signs Strategic Collaboration Agreement with AWS to Advance AI-Powered Customer Engagement

Braze (Nasdaq: BRZE), the leading customer engagement platform that empowers brands to Be Absolutely Engaging, today announced at Forge, its annual customer conference taking place September 28-30 at Fontainebleau Las Vegas, that it has signed a strategic collaboration agreement (SCA) with Amazon...

Braze Named a Leader in 2026 Gartner Magic Quadrant for Multichannel Marketing Hubs for Fourth Consecutive Year

Braze (Nasdaq: BRZE), the leading customer engagement platform that empowers brands to Be Absolutely Engaging, today announced that it has been named a Leader in the 2026 Gartner Magic Quadrant for Multichannel Marketing Hubs for the fourth consecutive year. Braze was positioned highest among...

Can Super-Scaled Customer Growth Sustain ZETA's Momentum?

Zeta Global's super-scaled customer count reached 197 in Q2 2026, extending seven straight quarters of growth. Its long-term pace is expected to moderate.

Braze Sets the Stage for Forge 2026 with Made for This Theme, Bold Agenda and Standout Speaker Lineup

Braze (Nasdaq: BRZE), the leading customer engagement platform that empowers brands to Be Absolutely Engaging, today announced that tennis champion and entrepreneur Venus Williams will headline Forge 2026, taking place September 2830 at Fontainebleau Las Vegas. Williams will join chef and...

Why Braze Stock Plummeted This Week

Key PointsBraze posted better-than-expected fiscal Q2 results...

Braze, Inc. operates a customer relationship management platform for mobile applications. Its application combines messaging, audience segmentation, analytics and user support in a single integrated solution. The firm offers push notifications, email, in-app messages, and news feed services. The company was founded by Mark Ghermezian, William Magnuson, and Jonathan Hyman on March 28, 2011 and is headquartered in New York, NY.

Braze Inc - Ordinary Shares - Class A

Bullish Sentiment

<ul class="summary-bullets"><li>Braze serves approximately 2,770 customers, including Canva, Instacart, Urban Outfitters and Venmo.</li><li>Braze reported 26.2% year-over-year revenue growth to $227.2 million in its latest quarter.</li><li>The acquisition is expected to close in Salesforce's fiscal 2028, with no anticipated change to its fiscal 2027 guidance.</li></ul>Salesforce Inc. (CRM) shares fell over 3% in Tuesday’s premarket, while Braze Inc. (BRZE) surged more than 50%, after Salesforce announced a definitive agreement to acquire the customer engagement platform for approximately $5.66 billion in enterprise value, expanding its real-time marketing and artificial intelligence (AI) capabilities.Under the agreement, holders of Braze Class A common stock will receive $47.50 per share in cash.The acquisition aims to strengthen Salesforce's Marketing Cloud business by combining its customer relationship management and data platforms with Braze's ability to respond to consumer behavior in real time.As of this writing, <a href="https://stocktwits.com/symbol/CRM">CRM stock</a> was trading more than 3% lower and was among the trending tickers on Stocktwits. Meanwhile, <a href="https://stocktwits.com/symbol/BRZE">BRZE stock</a> surged over 51% in premarket trading.<h2 class="st-heading-2">What Braze Brings To Salesforce</h2>Braze provides software that uses real-time customer data to automate and target marketing campaigns across apps, websites, email and messaging platforms. It uses real-time customer activity to update profiles and adjust marketing campaignsThe company’s BrazeAI tools, meanwhile, automate decisions about content, offers and when and where messages are delivered.&nbsp;Salesforce plans to integrate Braze’s real-time marketing technology with its existing customer data and AI platforms, including Data 360, Customer 360 and Agentforce.<h2 class="st-heading-2">Braze Revenue Growth Tops 26%</h2>Braze serves approximately 2,770 customers, including Canva, Instacart, Urban Outfitters and Venmo. The company’s revenue rose 26.2% year over year to $227.2 million in its fiscal second quarter (Q2), up from $180.1 million a year earlier, driven primarily by new customers, upsells, and renewals.Its operating loss narrowed to $18.1 million from $38.8 million, reflecting improving profitability despite continued losses.For comparison, Salesforce reported second-quarter fiscal 2027 revenue of $11.3 billion, up 11% year over year. The acquisition would therefore add a smaller, faster-growing customer engagement business to Salesforce's broader software portfolio.<h2 class="st-heading-2">What Comes Next For Salesforce</h2>Salesforce expects the transaction to close in fiscal 2028. The company said it does not anticipate changes to its fiscal 2027 guidance.&nbsp;The SaaS giant, however, has not provided fiscal 2028 guidance or updated its long-term financial targets in connection with the announcement.Investors will be watching the approval process and how Salesforce integrates Braze's real-time engagement technology into its existing marketing and AI products.<h2 class="st-heading-2">What Retail Thinks About CRM Stock</h2>On Stocktwits, retail investors’ sentiment around CRM stock remained ‘neutral’, muted from ‘bullish’ a day ago. Sentiment around BRZE stock also remained in the ‘neutral’ zone.So far this year, BRZE stock has fallen nearly 8%, while CRM stock has slipped more than 4% over the same period.See Also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/aapl-stock-downgraded-as-i-phone-shipment-concerns-mount-analysts-flag-sales-growth-slowing/cZxqHbGRBur">AAPL Stock Downgraded As iPhone Shipment Concerns Mount — Analysts Flag Sales Growth Slowing</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Salesforce stock remains down more than 3% this year, weighed down by concerns over high AI-related capital expenditures and slowing sales growth projections.

Salesforce Inc. (CRM) shares fell over 3% in Tuesday’s premarket, while Braze Inc. (BRZE) surged more than 51%, after Salesforce announced a definitive agreement to acquire the customer engagement platform for approximately $5.66 billion in enterprise val

Why Is CRM Stock Falling Today?

Braze Inc

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