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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

Intels weaker-than-expected outlook after its quarterly reportciting softness in the PC market and manufacturing constraintshas driven a sharp selloff despite stronger data-center demand. Traders are split between viewing the drop as an overreaction and expecting further declines as near-term growth and execution concerns weigh on sentiment.

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

SanDisks strong quarterly results and raised outlook were followed by a sharp selloff, prompting widespread frustration that the stock fell despite the beat. Traders debate whether broader tech weakness and profit-taking explain the move, while some cite concerns about memory pricing and Kioxias outlook; others argue demand and fundamentals remain strong.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is drawing attention after reports of a major Binance security breach coincided with a sharp crypto selloff, prompting concerns about exchange security and confidence across the sector. Traders are split between warning of further downside and treating the pullback as a buying opportunity, with some arguing the incident affected an exchange rather than Bitcoin itself.

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

Amazons quarterly results and outlook have weighed on the stock, as investors focus on heavy AI infrastructure spending and negative free cash flow despite accelerating AWS growth. Traders are divided between concern that spending may outrun returns and views that the selloff is an overreaction to investment in a fast-growing cloud business.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

Weak technology earnings and doubts about returns on heavy AI spendingparticularly after Amazon and Intel resultsare fueling concern about a broader tech-led pullback. Traders are split between calling it an AI-trade unwind and treating the decline as a buyable dip, with some noting SPY has held up better than tech-heavy QQQ.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Bitcoin weakness tied to reports of a major Binance security incident is weighing on MSTR alongside mixed Q3 results: revenue missed, while reported profit was largely driven by gains on Bitcoin holdings, and the company disclosed a CFO transition. Traders are split between viewing the selloff as a crypto-driven buying opportunity and citing dilution, dividend obligations, and leadership uncertainty as reasons for caution.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples unusual resilience while other mega-cap and AI stocks sell off is widely attributed by traders to a rotation into the stock as a safe haven and an anti-AI-capex hedge. The strength is drawing skepticism over its high valuation and whether it can hold up through earnings, while bulls view its cash generation and lower AI spending as defensive advantages.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddits selloff follows weaker-than-expected fourth-quarter revenue guidance, a miss on user growth, and managements warning that Google search referrals are declining; plans to test logged-in-only access have added concern that traffic could fall further. Traders are debating whether the reaction is excessive given strong revenue growth, while many focus on the risks to users and future growth.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Weak Amazon and Intel results have intensified selling across technology and chip stocks, with traders focused on whether heavy AI infrastructure spending will generate adequate returns. The community is debating whether the pullback signals an AI-trade bubble bursting or a buying opportunity, while some also cite rising oil and geopolitical uncertainty as added pressure.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivians quarterly results beat expectations as R2 deliveries ramped, and the company raised its full-year delivery outlook, prompting optimism about improving execution and growth. Traders remain divided over whether the stronger outlook can offset ongoing losses and cash burn, while some also caution that the post-earnings move may fade; speculation about a Walmart van deal remains unconfirmed.

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Twilio (TWLO) Q3 Earnings and Revenues Beat Estimates

Twilio (TWLO) delivered earnings and revenue surprises of +13.01% and +3.11%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Twilio Announces Third Quarter 2026 Results

Twilio (NYSE: TWLO), the infrastructure for customer engagement in the AI era, reported financial results for its third quarter ended September 30, 2026. Q3 was a great quarter for Twilio, driven by disciplined execution and broad-based strength across our product portfolio, said Khozema...

GDP, PCE, Jobless Claims and Q3 Earnings - Busy Morning!

Headline PCE Price Index month over month reached +0.5%, in-line with expectations. Year over year, this came in at +3.6%.

United Microelectronics to Report Q3 Earnings: What's in Store?

UMC enters Q3 earnings with double-digit revenue and earnings growth expected amid rising demand for the 22nm platform and growing AI opportunities.

STM to Report Q3 Earnings: Can Healthy Revenues Drive Growth?

STMicroelectronics is set to report Q3 2026 results, with AI and data-center demand supporting growth as pricing pressures and weaker production pose challenges.

Can Healthy Top-Line Growth Benefit Monolithic Power's Q3 Earnings?

MPWR is set to report Q3 2026 results, with strong AI data center demand, rising revenue expectations and growth across key business segments.

Twilio Gears Up to Report Q3 Earnings: Is a Beat in Store for TWLO?

Twilio is likely to beat Q3 earnings estimates as AI products and partner expansion support growth, though pricing and carrier costs pose risks.

Earnings Preview: VERRA MOBILITY CORP (VRRM) Q3 Earnings Expected to Decline

Verra Mobility (VRRM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Why Twilio (TWLO) Dipped More Than Broader Market Today

Twilio (TWLO) concluded the recent trading session at $253.63, signifying a -4.89% move from its prior day's close.

Ultra Clean to Report Q3 Earnings: Can Strong Revenues Drive Growth?

UCTT is set to report Q3 2026 results, with semiconductor demand and AI investments supporting growth, while working capital and cost pressures pose risks.

$TWLO Q3 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of $1.65 up 32.00% YoY
• Reported revenue of $1.56B up 19.93% YoY
• Twilio guides Q4 2026 revenue to a range of $1.6B and non-GAAP diluted EPS to $1.48-$1.53; FY2026 revenue growth is raised to 20%, with non-GAAP operating income and free cash flow each $1.19B.

Stocktwits

Twilio Inc

 Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of $1.65 up 32.00% YoY
• Reported revenue of $1.56B up 19.93% YoY
• Twilio guides Q4 2026 revenue to a range of $1.6B and non-GAAP diluted EPS to $1.48-$1.53; FY2026 revenue growth is raised to 20%, with non-GAAP operating income and free cash flow each $1.19B.

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Twilio, Inc. engages in the development of communications software, cloud-based platforms, and services. It operates through Twilio Communications and Twilio Segments. The Twilio Communications segment includes the platforms Messaging and Voice. The Twilio Segment involves Segment, Engage, Flex, Email, and others. The company was founded by John Wolthuis, Jeffery G. Lawson, and Evan Cooke in March 2008 and is headquartered in San Francisco, CA.

Twilio Inc - Ordinary Shares Class A

 CRM Stock In Focus: Jefferies Says Salesforce’s Braze Deal Could Spark More Software Takeovers   

Equity

Bullish Sentiment

<ul class="summary-bullets"><li>Jefferies sees Klaviyo as a potential takeover target as software deals increase.&nbsp;</li><li>The trend follows $6.1 billion and $6.3 billion buyouts of CCC Intelligent Solutions and Varonis, respectively.&nbsp;</li><li>Jefferies expects the Braze deal to strengthen Salesforce’s marketing tools and help it compete with Adobe.&nbsp;</li></ul><p>Salesforce Inc. (CRM) stock is drawing attention as Jefferies said its $5.66 billion deal to acquire Braze (BRZE) could spark further consolidation across the software industry. The firm sees the acquisition strengthening Salesforce’s marketing business and improving its competitive edge against Adobe (ADBE), while raising takeover speculation around peers such as Klaviyo (KVYO).&nbsp;</p><p><a href="https://stocktwits.com/symbol/CRM">Salesforce stock</a> edged 0.4% lower overnight, heading into Wednesday, after a 0.01% slip in the regular session.&nbsp;</p><h2 class="st-heading-2">Marketing Software Consolidation Could Ramp Up Post Salesforce-Braze Deal</h2><p>Jefferies noted that Salesforce’s Braze&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crm-stock-falls-salesforce-strikes-5-66-b-braze-deal-to-strengthen-ai-marketing-push/cZxqwbbRBut">agreement</a> follows two other major software transactions involving CCC Intelligent Solutions Holdings Inc. (CCCS) and Varonis Systems Inc. (VRNS). The firm identified Klaviyo as a potential acquisition candidate if consolidation continues across the marketing technology sector.</p><p>Klaviyo helps consumer brands and online retailers use customer data to personalize marketing and customer communications. In the second quarter, its revenue rose 26% year-on-year to $370.6 million, prompting the company to raise its full-year sales outlook.&nbsp;</p><p>CCC Intelligent Solutions agreed to a $6.1 billion cash buyout by a group led by GTCR and Elliott Investment Management, offering shareholders $7.75 per share. Meanwhile, Varonis Systems (VRNS) agreed to a $6.3 billion all-cash acquisition by Proofpoint, which is backed by private equity firm Thoma Bravo. Both deals would take the companies private.&nbsp;</p><p>Jefferies sees a HubSpot (HUBS) takeover as unlikely, but believes a private equity firm could be a more likely buyer if a deal happens.&nbsp;</p><h2 class="st-heading-2">Salesforce Could Strengthen Its Marketing Platform</h2><p>Jefferies views the Braze transaction positively, explaining that the purchase could refresh Salesforce's marketing and commerce cloud offerings and boost its ability to serve business-to-consumer (B2C) customers. The combined capabilities could also help Salesforce compete more effectively with Adobe in digital marketing and customer engagement.</p><p>Braze completed 18 acquisitions in 18 months, helping it expand its products and technology. Jefferies sees this plan as fruitful. The firm kept its ‘Buy’ rating on Salesforce and its $300 price target, showing confidence after the Braze deal.&nbsp;</p><h2 class="st-heading-2">Twilio Faces Pressure</h2><p>The deal could create challenges for Twilio (TWLO), which helps businesses manage communications. Jefferies said the acquisition shows the growing importance of customer engagement tools, but Salesforce’s stronger capabilities could increase competition for Twilio.&nbsp;</p><p>Salesforce could rely less on outside messaging providers or push them to lower their prices. This could increase competition in business messaging and customer engagement services.&nbsp;</p><h2 class="st-heading-2">What CRM Retail Traders Are Saying&nbsp;</h2><p>On Stocktwits, retail sentiment around the stock remained ’neutral’. The stock saw an 820% surge in message volume over the past 24 hours.&nbsp;</p><p>A user&nbsp;<a href="https://stocktwits.com/SeanDavid/message/666944063">said</a>, “Salesforce paying a 58% cash premium for Braze flips the software trade: three years of shorting software as an AI loser, and now the biggest platforms are buying it. If the next phase of the AI trade is M&amp;A, the crowded software short book is exposed.”</p><p>Another user&nbsp;<a href="https://stocktwits.com/Ashton_1nvests/message/666943971">believes</a> software stocks have been oversold in 2026, pointing to Adobe (ADBE), Salesforce and ServiceNow (NOW). The user argues that despite sharp valuation declines, the “businesses are still generating massive cash flow, pushing deeper into AI, and sitting at the center of how companies actually operate”.&nbsp;&nbsp;</p><p>Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-brze-hlt-has-stocks-hit-52-week-highs-today/cZxtFTNRBHl">Why Did BRZE, HLT, HAS Stocks Hit 52-Week Highs Today?</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

The Salesforce logo is displayed at the 8th China International Import Expo. (Photo by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

Salesforce Inc. (CRM) stock is drawing attention as Jefferies said its $5.66 billion deal to acquire Braze (BRZE) could spark further consolidation across the software industry. The firm sees the acquisition strengthening Salesforce’s marketing business a

CRM Stock In Focus: Jefferies Says Salesforce’s Braze Deal Could Spark More Software Takeovers

Jefferies says Salesforce’s $5.66 billion deal could spur software industry consolidation, boost marketing abilities and fuel Klaviyo takeover speculation. 


Adobe Inc

Braze Inc

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Salesforce Inc

HubSpot Inc

Klaviyo

Varonis Systems Inc

Track TWLO stock price, charts, news and real-time market activity on Stocktwits. Join the TWLO message board to follow investor discussions, retail trader sentiment, bullish and bearish signals around Twilio Inc stock.

TWLO Stock Price Today - Twilio Inc News, Charts, Retail Sentiment

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
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