QQQ

CoreWeave dropped 5% after Burry closed his short without triggering a rally, and the bear case has since shifted from demand concerns to its 8.94 debt-to-equity ratio. NVIDIA confirmed Vera Rubin racks in full production at CoreWeave and Oracle, with Jensen Huang declaring AI has reached its inflection point. Cloudflare's asset-light model kept it nearly flat while leveraged peers sold off, posting 35.9% revenue growth without borrowing to build data-center capacity. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Oracle didn't make the cut. Enter your email to see the names that beat ORCL. The report is free. Enter your email and see if any of your stocks made the cut. Shares of CoreWeave (NASDAQ:CRWV) are down 5% to $90.27 midday Thursday, sliding even after Michael Burry, the investor known for The Big Short, closed his highest-profile bearish bet against the AI infrastructure complex. The move stands out because that kind of catalyst usually lifts a heavily shorted AI name. The failure to rally is itself the signal. Oracle (NYSE:ORCL) stock is down 3% to $157.43 heading into tonight's fiscal Q1 2027 earnings release. Meanwhile, Cloudflare (NYSE:NET) shares are trading steady, off just 0.2% to $313.57. The cloud group is separating around balance-sheet risk today. The First Trust Cloud Computing ETF (NASDAQ:SKYY) is down 0.1%. For broader tech-sector context, the Invesco QQQ Trust (NASDAQ:QQQ) is off by 0.74%, so CRWV and ORCL are down more than the NASDAQ 100. The Burry news was widely expected to lift AI-exposed names. NVIDIA (NASDAQ:NVDA) was the underlying, and the position was the market's most visible AI-related short. Through his firm Scion Asset Management, Burry closed his December put options on the chipmaker without rolling into later contracts, and he has said the exit shouldn't be read as optimism. Free Report, Just Released Why Didn't ORCL Make The Top 10 List? 24/7 Wall St has helped investors make money for over two decades, and our top analysts just finished ranking the definitive Top 10 Stocks To Buy Now. Not the ten biggest companies. Not the ten everyone is arguing about. The ten best stocks to buy right now. And ORCL didn't make the cut! The report is free, and you can see why we think each stock is a top investment today. Enter Your Email and See the Ten → CoreWeave Chief Executive Michael Intrator stated on Wednesday that the company's newer data-center deals carry more operating margin than earlier ones and that "the deal-level economics are excellent," because customers are paying more for AI compute faster than input costs are rising. The demand data supports him: CoreWeave's Q2 2026 revenue rose 112.3% year over year to $2.58 billion, with revenue backlog around $104 billion. The bear case is a balance-sheet argument. 24/7 Wall St. calculates that CoreWeave carries a debt-to-equity ratio of 8.94, and interest expense reached $640 million in Q2 against free cash flow of -$5.74 billion after $6.42 billion in capex. Supplier data still points to intense end demand. NVIDIA's most recent report placed Vera Rubin racks in full production at CoreWeave, Google Cloud, Microsoft (NASDAQ:MSFT) Azure, Oracle Cloud Infrastructure, and Nebius (NASDAQ:NBIS); CEO Jensen Huang stated that "AI has reached its inflection point" and that compute is revenue (we profiled seven of the picks-and-shovels suppliers powering that buildout, beyond the chipmakers, in a free report here). Oracle reports its fiscal Q1 2027 results after today's close. Julia Spina, Head of Research, North America at IG Group, noted that options are pricing in an 11% move, or $18 per share, around the report, and calls are trading richer than puts. That's the reverse of the usual pattern, with call premiums bid above puts into the print. Funding is a major concern for Oracle. Guggenheim flagged that Oracle plans to raise $40 billion in fiscal 2027 for its AI buildout, its credit-default swaps have recently reached record highs, and analysts have pointed to financing risk, reported delays at some AI data-center sites, and heavy backlog concentration in a single AI lab. Still, Oracle's demand backdrop is strong. The most recent quarter showed Cloud Infrastructure revenue up 93% year over year to $5.79 billion, and remaining performance obligations reached $638 billion, up 363% year over year. The question is whether that backlog gets financed cleanly enough to translate into margin expansion. Furthermore, sentiment into the report leans constructive. Polymarket traders are pricing the "beat quarterly earnings" outcome at 0.79, and a composite Oracle sentiment score sits at 74.54 with a bullish direction. The financing question remains open after that read, though it does explain why the calls are bid. Cloudflare stock rallied earlier this week on an OpenAI security partnership and is holding those gains today. It sells AI-adjacent services across an existing network rather than funding fresh data-center capacity with debt, which is why its stock is barely moving while the capital-heavy names sell off. Revenue in Cloudflare's most recent quarter accelerated to $696.06 million, up 35.9% year over year, and CEO Matthew Prince stated that "Cloudflare sits at the center of this paradigm shift" as web traffic moves to AI agents. Guidance is also lifting. Cloudflare raised its FY2026 outlook to $2.864 billion to $2.87 billion in revenue and non-GAAP EPS of $1.25 to $1.26. The asset-light model separates it from the operators funding physical GPU capacity through debt markets. Oracle's earnings release after the closing bell could set the tone for the AI infrastructure trade into Friday. Investors can watch for whether management addresses the $40 billion financing plan directly and how much of the backlog remains tied to a single customer, according to Guggenheim. For CoreWeave, the read is starker. A stock that can't rally on its best-known bear covering and a CEO publicly defending deal economics is telling you the argument has moved from demand to the balance sheet, and one's position sizing should reflect that leverage. If you have cash sitting in your account right now, give this two minutes. After more than two decades of helping investors beat the market, our top analysts at 24/7 Wall St. put together a definitive report on the Top 10 Stocks To Buy Today. And ORCL wasn't one of them. They combed the entire market. It's not 10 ideas, not 10 stocks everyone is talking about, it's what their research points to as the 10 best stocks to buy right now, and it's free. 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ORCL trades 52% below last September's post-earnings close while its $638 billion backlog and 79% beat probability set up tonight as a potential reversal. SPY and QQQ hit fresh highs as options traders sell ORCL calls at the $150 strike, despite 36 analysts rating it Buy with a $241 target. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Oracle didn't make the cut. Enter your email to see the names that beat ORCL. The report is free. Enter your email and see if any of your stocks made the cut. Oracle (NYSE:ORCL) has spent 2026 giving back the AI melt-up that defined it. Shares are down 17.83% year to date and 33.57% over the past year, trading around $158.62 against benchmark SPDR S&P 500 ETF Trust (NYSEARCA:SPY) and Invesco QQQ Trust (NASDAQ:QQQ) both notching fresh highs. Exactly one year ago, the stock surged 35.95% in a single session and closed near $328.33. It has since lost roughly half its value. The headwind is sentiment-driven, while fundamentals remain intact. Into tonight's report, the busiest options trade is selling calls at the 150 strike in October, November, and December, and implied volatility sits at 73, among the top five in the S&P 500. However, the underlying business tells a different story. With earnings tonight, September 10, 2026, the setup is in place for Oracle to reset the narrative. Management guided Q1 FY2027 revenue growth to 27% to 29% in U.S. dollars, cloud revenue growth to 58% to 64%, and non-GAAP EPS to $1.72 to $1.76, representing 17% to 20% growth. Consensus sits inside that band at $1.7391 EPS on $19.13 billion in revenue from 34 analysts. Free Report, Just Released Why Didn't ORCL Make The Top 10 List? 24/7 Wall St has helped investors make money for over two decades, and our top analysts just finished ranking the definitive Top 10 Stocks To Buy Now. Not the ten biggest companies. Not the ten everyone is arguing about. The ten best stocks to buy right now. And ORCL didn't make the cut! The report is free, and you can see why we think each stock is a top investment today. Enter Your Email and See the Ten → The visibility is unusual. Remaining performance obligations exited Q4 at $638 billion, up 363% year over year, with $75 billion tied to prepaid or customer-supplied GPU arrangements. Cloud infrastructure grew 93% last quarter, multi-cloud database revenue expanded 404%, and $67 billion in AI infrastructure contracts were signed in a single quarter. Global GPU utilization stands at 97.5%. Full-year FY2027 revenue is guided to $90 billion with non-GAAP EPS of $8.05, growth rates that dwarf the S&P 500's mid-single-digit earnings trajectory. Polymarket assigns a 0.79 probability that Oracle beats consensus tonight. The backlog is the catalyst; the print is the trigger. Oracle is the software face of the buildout, but the power, cooling, and networking suppliers riding the same wave rarely make the headlines (we profiled seven of them in a free report you can grab here). Oracle trades at roughly 28x trailing earnings and near 20x the $8.05 FY2027 EPS guide. That is a premium to the market, justified by an 18% EPS growth trajectory and a cloud franchise compounding at nearly triple digits. Analyst positioning remains constructive: 36 Buy ratings, 7 Hold, and 1 Sell, with a consensus 12-month target of $241.43, implying meaningful upside from $158.62. The reaction risk cuts both ways. Oracle sold off after two of its past three reports, including a 10.83% day-of drop following a 32.43% Q2 beat. Yet shares have already rallied 8.83% in the past week into the report. The stock is beaten down, the anniversary catalyst returns tonight, and the RPO-backed upside case is intact. If you have cash sitting in your account right now, give this two minutes. After more than two decades of helping investors beat the market, our top analysts at 24/7 Wall St. put together a definitive report on the Top 10 Stocks To Buy Today. And ORCL wasn't one of them. They combed the entire market. It's not 10 ideas, not 10 stocks everyone is talking about, it's what their research points to as the 10 best stocks to buy right now, and it's free. Read more here and >;elm:context_link;itc:0;sec:content-canvas" data-yga="{"yLinkElement":"context_link","yModuleName":"content-canvas","yLinkText":"see which stocks made the list -->"}" class="link ">see which stocks made the list -->> Contact [email protected] for any questions or corrections.

Braze sank 11% on below-consensus Q3 EPS guidance despite beating Q2 with 26% revenue growth, while Klaviyo refused to sell off in sympathy. IGV held flat and peers Twilio, HubSpot, and Monday.com showed no sympathy selling, confirming single-name repricing rather than a sector verdict. Bulls cite $1.1 billion in remaining obligations, up 27%, and a fresh $50 million buyback, while bears demand proof of AI leverage now. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Klaviyo didn't make the cut. Enter your email to see the names that beat KVYO. The report is free. Enter your email and see if any of your stocks made the cut. Braze (NASDAQ:BRZE) delivered a beat and a raise on Tuesday afternoon, and its stock is tumbling anyway. The gap tells you the market is pricing the next quarter's earnings line rather than the full-year trajectory management is trying to build. Braze stock is down 12% to $26.58 early Wednesday after the company guided fiscal third-quarter adjusted earnings below what analysts had modeled. The move erases much of the summer bounce and puts the shares back into the $27 range on heavy volume. Meanwhile, Klaviyo (NYSE:KVYO) stock is up 3% to $18.42, notably refusing to sell off in sympathy with its closest-sized peer. The iShares Expanded Tech-Software Sector ETF (CBOE:IGV) is nearly unchanged at $102.90. At the same time, the Invesco QQQ Trust (NASDAQ:QQQ) is down 0.36% to $715.80, so large-cap tech weakness isn't the driver of Braze's move. Braze's second-quarter fiscal 2027 print looked strong on the surface. The company's revenue reached $227.23 million, up 26.2% year over year (YoY), and its non-GAAP EPS of $0.19 beat the $0.16 consensus. Dollar-based net retention at Braze improved to 110% and its free cash flow jumped to $21.7 million. Free Report, Just Released Why Didn't KVYO Make The Top 10 List? 24/7 Wall St has helped investors make money for over two decades, and our top analysts just finished ranking the definitive Top 10 Stocks To Buy Now. Not the ten biggest companies. Not the ten everyone is arguing about. The ten best stocks to buy right now. And KVYO didn't make the cut! The report is free, and you can see why we think each stock is a top investment today. Enter Your Email and See the Ten → CEO Bill Magnuson said Braze delivered 26% year-over-year revenue growth alongside improving operating leverage and record second-quarter free cash flow. The company's non-GAAP operating margin expanded to 9.7% from 3.4% a year earlier, and its large-customer cohort (spending at least $500,000 annually) grew to 361 from 282. The selloff traces to one line. Braze guided its third-quarter fiscal 2027 adjusted EPS to a range of $0.13 to $0.14, below Street models, even as its Q3 revenue guidance of $229 million to $230 million came in above consensus. Analysts at Raymond James told investors to buy the dip, calling Braze a secular winner and pointing to management's plan to accelerate investments ahead of next fiscal year. Klaviyo already reported its own Q2 on August 5, with revenue growth of 26.4% YoY and a raised full-year revenue outlook of $1.526 billion to $1.534 billion. That report is still doing the work today, keeping Klaviyo stock steady while Braze absorbs the guidance repricing. Twilio (NYSE:TWLO), HubSpot (NYSE:HUBS), and Monday.com (NASDAQ:MNDY) round out the customer engagement and CRM peer group, and none is trading down in sympathy this morning. The flat move in the software fund confirms this is a single-name repricing, not a sector verdict on growth software. The bull and bear cases are reading the same fact in opposite directions. The bulls point to Braze's $1.1 billion in remaining performance obligations, up 27% YoY, plus a completed $50 million repurchase and a fresh authorization of the same size. The bears see softer near-term margins landing at a moment when the market wants proof of AI leverage now. Braze hosts its Forge 2026 flagship conference September 28-30 in Las Vegas, with an investor reception on Tuesday, September 29. Investors can watch for management's commentary on AI Decisioning Studio, Agent Console adoption, and the newly signed three-year AWS strategic collaboration that expands Marketplace procurement and joint go-to-market. Braze also flagged Q3 margin pressure tied to Forge, global customer events, and new sales capacity added ahead of next year, which is exactly the spending pattern reflected in the softer earnings guide. Traders can stay tuned for the first sell-side revisions on out-year estimates, which will decide whether today's move gets bought back into the print. Investors weighing their exposure should calibrate their holdings carefully given management's decision to spend ahead of next year's growth. Share positions should reflect the fact that Braze's near-term margin dip is planned rather than accidental, and that the software fund held firm while a single name absorbed the guidance shock. If you have cash sitting in your account right now, give this two minutes. After more than two decades of helping investors beat the market, our top analysts at 24/7 Wall St. put together a definitive report on the Top 10 Stocks To Buy Today. And KVYO wasn't one of them. They combed the entire market. It's not 10 ideas, not 10 stocks everyone is talking about, it's what their research points to as the 10 best stocks to buy right now, and it's free. 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Adobe's board chose continuity over disruption, naming insider Anil Chakravarthy CEO days before earnings, sending ADBE down 7% on AI strategy doubts. Workday fell 4% in sympathy despite raising full-year subscription guidance, while Intuit's strong Q4 confirms peer fundamentals aren't driving the selloff. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Adobe didn't make the cut. Enter your email to see the names that beat ADBE. The report is free. Enter your email and see if any of your stocks made the cut. An internal CEO pick landing days before an earnings report has Adobe (NASDAQ:ADBE) stock sliding on Friday morning while large-cap tech mostly holds its ground. The Invesco QQQ Trust (NASDAQ:QQQ) is up 0.01% to $717.78. The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is down 0.45% to $769.66, but today's price action primarily reads as a company-specific repricing rather than a broad software selloff. Adobe stock is down 7% to $264.81, giving back ground on the succession news heading into next week's report. At the same time, Workday (NASDAQ:WDAY) stock is down 4% to $199.30, trading lower in sympathy with the enterprise software cohort. Adobe stock was down 18% year to date through Thursday's close, and Intuit (NASDAQ:INTU) sits in the same debate about which software franchises generative artificial intelligence expands and which it hollows out. That's the frame investors keep coming back to on days like this. Adobe named Anil Chakravarthy, head of its Customer Experience Orchestration business, as its next president and chief executive officer, effective December 1, when he also joins the board. He succeeds Shantanu Narayen, who announced his planned departure in March after roughly two decades leading Adobe and becomes executive chair. Free Report, Just Released Why Didn't ADBE Make The Top 10 List? 24/7 Wall St has helped investors make money for over two decades, and our top analysts just finished ranking the definitive Top 10 Stocks To Buy Now. Not the ten biggest companies. Not the ten everyone is arguing about. The ten best stocks to buy right now. And ADBE didn't make the cut! The report is free, and you can see why we think each stock is a top investment today. Enter Your Email and See the Ten → Chakravarthy's unit built Adobe CX Enterprise, GenStudio and Brand Visibility, and he oversaw the integration of the Workfront and Semrush acquisitions. He spent four years as chief executive officer of Informatica before joining Adobe, with earlier stops at Symantec, VeriSign and McKinsey. The résumé runs deep in enterprise data and marketing software. On paper, Chakravarthy comes in well qualified. The concern sits in the timing and the message: the board settled continuity days before a scheduled report at a company already fighting an AI narrative overhang. Adobe stock has fallen across two consecutive calendar years on fear that generative AI erodes demand for Creative Cloud and Document Cloud. Stocktwits notes Adobe shares fell 20% over the course of 2025, and today's slide deepens that trajectory. Chakravarthy's record sits in enterprise data and marketing software, further from the creative tools where the AI threat is sharpest. Barclays captured the split, raising its Adobe price target to $295 from $250 while holding an Equal Weight rating. Next week's numbers can print fine, and the strategy narrative can still lag. Workday's slide today reads as a coincident tell rather than a fundamentals problem for the ERP name. Its most recent quarter beat on both lines and management raised full-year subscription revenue guidance. Adobe stock's session move sits against a year-to-date drop through Thursday's close of 18%, so this isn't a reset from a strong base. Adobe's Q2 FY2026 print showed AI-first annual recurring revenue (ARR) that tripled year over year to exceed $500 million, with total ARR at $27.1 billion. Workday stock is coming off a strong month, with its Q2 FY2027 subscription revenue of $2.471 billion growing 13.9% year over year. Workday said more than 5,500 customers are now using at least one of its organic agents. Intuit's Q4 FY2026 report delivered non-GAAP EPS of $4.03 on revenue of $4.35 billion, so recent peer fundamentals aren't the story pressuring Adobe today. Adobe is scheduled to report its fiscal third-quarter results on September 10 after the close. The Q3 FY2026 guide of revenue of $6.67 billion to $6.72 billion and non-GAAP EPS of $6.05 to $6.10 sets a bar that AI-first ARR commentary can either reinforce or undercut on the call. Traders can watch for signs that Workday's sympathy move fades once Adobe's print clears the wire, and Intuit's investor day on September 17 offers another read on how enterprise software peers are pricing AI upside. Meanwhile, investors sizing new positions here may want to keep their exposure modest until the earnings call clears and the strategy question gets addressed on the record. A CEO announcement answers who; the report has to answer what next. If you have cash sitting in your account right now, give this two minutes. After more than two decades of helping investors beat the market, our top analysts at 24/7 Wall St. put together a definitive report on the Top 10 Stocks To Buy Today. And ADBE wasn't one of them. They combed the entire market. It's not 10 ideas, not 10 stocks everyone is talking about, it's what their research points to as the 10 best stocks to buy right now, and it's free. 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Zscaler sank 5% after guiding FY2027 growth to just 17%, a sharp deceleration from fiscal 2026's 25% pace, pulling CrowdStrike lower. SPY slipped 0.5% and QQQ held flat, making cybersecurity's sharp sector-wide decline stand out against a largely stable broader market. Zscaler's October 6 Investor Day and September 9 product launch give management two near-term chances to rebuild the growth narrative. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Palo Alto Networks didn't make the cut. Enter your email to see the names that beat PANW. The report is free. Enter your email and see if any of your stocks made the cut. Cybersecurity software is under pressure again Friday morning after Zscaler (NASDAQ:ZS) issued fiscal 2027 growth guidance that overshadowed a clean fourth-quarter beat, and peers are drifting with it. The move sits against a broader tape that's only modestly softer, so the group weakness stands out. The SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is down 0.5% to $769.39, giving back a small piece of a hot summer run. The Invesco QQQ Trust (NASDAQ:QQQ) is essentially flat at $717.38, with large-cap tech holding its ground even as software wobbles. Zscaler stock is down 4% to $170.25 and was down 21% year to date (YTD) through Thursday's close, the sharpest post-earnings move in the group and a clear signal that fiscal 2027 guidance is what set the tone. Meanwhile, Palo Alto (NASDAQ:PANW) shares are unchanged at $331.96, perhaps still digesting a similar guidance-day reaction from earlier in the week. CrowdStrike (NASDAQ:CRWD) stock is down 1% to $212.99, seemingly slipping in sympathy on a day the company itself has no catalyst. Free Report, Just Released Why Didn't PANW Make The Top 10 List? 24/7 Wall St has helped investors make money for over two decades, and our top analysts just finished ranking the definitive Top 10 Stocks To Buy Now. Not the ten biggest companies. Not the ten everyone is arguing about. The ten best stocks to buy right now. And PANW didn't make the cut! The report is free, and you can see why we think each stock is a top investment today. Enter Your Email and See the Ten → Zscaler reported fiscal fourth-quarter revenue of $898.2 million, up 25% year over year (YoY), alongside adjusted earnings of $1.19 per share that topped consensus. CEO Jay Chaudhry credited adoption of the company's Zero Trust architecture and pointed to agentic AI as a durable driver. Annual recurring revenue reached $3.77 billion, up 25%, with organic ARR growing 20% once the Red Canary contribution is stripped out, according to Zscaler. For fiscal 2027, Zscaler guided revenue and annual recurring revenue growth to a range of 16.6% to 17.5%, well below the 25% pace Zscaler just delivered in fiscal 2026. The company also announced a restructuring expected to reduce its global workforce by 3%, a cost signal that lines up with a slower growth rate. Management framed the deceleration as the effect of lapping Red Canary's contribution, though investors aren't waiting for that reconciliation to travel through the model. Palo Alto reported strong fiscal fourth-quarter results on September 1, with revenue up 34.5% YoY to $3.41 billion and next-generation security ARR growing 63% to $9.10 billion, according to Zscaler. In the following session, Palo Alto stock still slipped, echoing a familiar setup where a valuation-heavy leader beats and gives back ground anyway. Its fiscal 2027 revenue guide of $14.10 billion to $14.20 billion implies 23% to 24% growth, a step down from fiscal 2026, and Palo Alto stock was up 80% YTD through Thursday's close, even after this week's slide. CrowdStrike delivered its own strong quarter on August 26, with Q2 FY2027 net new ARR of $332.8 million growing 51% YoY and management raising the full-year revenue guide to $5.99 billion to $6.01 billion, according to Zscaler. The shares are easing today without a fresh CrowdStrike catalyst, which reads as sector sentiment traveling through the group after Zscaler's outlook shock. CrowdStrike stock was up 81% YTD through Thursday's close, so the three-name pattern points to a market repricing growth durability across cybersecurity leaders, with the two names that entered the session at rich multiples leaking less than the one whose multiple already reflected weaker growth. Zscaler's Investor Day in New York on October 6, together with a September 9 launch webcast for the company's agentic SecOps solution, gives management two near-term chances to reframe the growth conversation with fresh product detail. The Q1 fiscal 2027 revenue guide of $935 million to $939 million already implies 19% YoY growth, above the full-year midpoint and suggesting the deceleration back-loads later in the year as Red Canary comps normalize, according to Zscaler. Investors can watch for whether Zscaler's product cadence, its Security for AI ramp, and Z-Flex momentum stabilize the growth narrative before Q2 fiscal 2027 guidance lands. Anyone weighing cybersecurity-sector exposure here should size their positions to survive multi-quarter guidance resets, since valuation compression across the group can outlast any single earnings reaction. If you have cash sitting in your account right now, give this two minutes. After more than two decades of helping investors beat the market, our top analysts at 24/7 Wall St. put together a definitive report on the Top 10 Stocks To Buy Today. And PANW wasn't one of them. They combed the entire market. It's not 10 ideas, not 10 stocks everyone is talking about, it's what their research points to as the 10 best stocks to buy right now, and it's free. 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Snowflake drops 4% ahead of earnings and Datadog falls 6% with no catalyst, pointing to profit-taking on crowded high-beta software positions rather than company-specific news. IGV slides 3% while QQQ gains 0.2%, confirming traders are rotating out of software specifically rather than selling technology as a whole. Datadog's 65% and Snowflake's 46% YTD gains gave traders thick cushions to trim, making positioning the clearest driver of today's selloff. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now. The report is free. Enter your email and see if any of your stocks made the cut. Software is the day's clearest sore spot at midday, with a handful of the year's biggest AI-era winners giving back ground even as the broader large-cap technology tape barely moves. That split is the actual story of the session, and it explains why several unrelated names are sinking together while the index stays quiet. The iShares Expanded Tech-Software Sector ETF (NASDAQ:IGV) is down 3% to $103.06, tracking software as a distinct slice of the market. Meanwhile, the Invesco QQQ Trust (NASDAQ:QQQ) is up 0.2% to $709.20, which leaves the NASDAQ 100 slightly higher on the session. That contrast tells the session's clearest story, since money is leaving software as a group rather than technology as a whole. Snowflake (NYSE:SNOW) stock is down 4% to $306.22 ahead of its fiscal Q2 2027 report scheduled for after today's close. Meanwhile, Datadog (NASDAQ:DDOG) shares are falling harder, down 6% to $211.29, with no earnings scheduled and no fresh company headline attached to the move. Cloudflare (NYSE:NET) stock is also down 4% to $273.09, rounding out a trio where the deepest cuts are landing on the highest-flying names in the space. Free Report, Just Released Did Any of Your Stocks Make the Top 10 List? It is an uncomfortable question, and there is now an answer to it. 24/7 Wall St has helped investors make money for over two decades, and our top analysts just finished ranking the definitive Top 10 Stocks To Buy Now. Not the ten biggest companies. Not the ten everyone is arguing about. The ten best stocks to buy right now. Open your account and look at what you own. Some of it you bought for a reason you could still defend today. Some of it you bought years ago for a reason you can no longer remember. The report is free. Put the ten next to what you own and find out which is which. Enter Your Email and See the Ten → Free from 24/7 Wall St. It lands in your inbox. Snowflake is confirmed to report fiscal Q2 2027 results after today's close, and that scheduled event is real and looming. Yet the pattern across the three tickers does not fit a straightforward earnings-nerves read, because Datadog and Cloudflare are not on the calendar today and are still moving lower in step with Snowflake. If nerves alone were the story, the two non-reporters would be somewhere near the flat line rather than leading the group down. No fresh company-specific headline explains today's declines in Datadog or Cloudflare, and the broader software fund is weakening at the same time. The cleaner explanation is a rotation out of high-multiple software rather than a narrative tied to any one ticker, and that framing lines up with what the ETF split is showing on the tape. Snowflake's late-day report is a coincidence of timing more than a driver of what has already happened this morning. The software group had rebuilt momentum coming into September after a strong August recovery, and today's action looks more like traders locking in profits than a change in the AI narrative that has powered the group all year. When the biggest decliners are also the biggest recent winners in a sector, positioning tends to explain more of the day than fundamentals do. That is the read most consistent with today's ticker-by-ticker picture across Snowflake, Datadog, and Cloudflare. Each of the three featured names is dropping further than the software fund itself, which is the fingerprint of the most expensive names in a sector being sold first. Snowflake stock was up 46% year to date (YTD) through Tuesday's close. Datadog stock was up 65% and Cloudflare stock was up 45% over the same window, giving each of them a thick cushion of prior gains for traders to trim into strength. Datadog's leading decline is the most instructive detail in the group today. With no report scheduled and no announcement circulating, the deepest cut is landing on a name with nothing on its own calendar to blame for the move. Traders trimming their exposure to the year's crowded winners looks like the simpler explanation, and profit taking of this shape typically hits the highest-beta software names before it spreads to steadier corners. Additionally, the QQQ's slightly-higher print today underscores that this is not a technology-wide flush. Large-cap tech is holding up while the software sleeve inside it is being sold down, which is what a targeted rotation looks like. That is rotation, not a sector-wide verdict on the AI trade that has driven names like Snowflake, Datadog, and Cloudflare to their current levels. Snowflake's fiscal Q2 2027 release and its conference call after today's close is the next scheduled event that can reset sentiment across the group. A clean report may steady IGV and pull the peer trade higher with it, and a softer one can extend today's move into the next session for Datadog and Cloudflare as well. Either outcome will be measured against a group already in a fragile spot. Traders can watch for whether IGV holds its recent range into the close, since the sector fund's behavior is doing more to explain today's action than any single company inside it. A finish below where the fund started the week would strengthen the rotation read and put more pressure on the peer group heading into the Snowflake report tonight. Investors weighing their exposure to the highest-multiple software names in IGV may want to lean toward moderate position sizes into tonight's report and keep dry powder for the reaction. The group's leaders have already moved sharply against their holders today, and the market shifted quickly enough to justify tighter risk controls on those positions. 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MRVL dropped 8% despite beating estimates and raising its FY2028 revenue target to $18 billion after management pushed the Google AI payoff to fiscal 2029. NVDA barely moved and INTC slipped 2%, confirming the market treats the selloff as a Marvell-specific timing reset rather than a broad AI infrastructure de-rating. GOOGL holds a warrant for up to 7% of MRVL shares tied to revenue milestones, with Investor Day on October 6 the next catalyst to quantify the upside. Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now. A beat-and-raise report from Marvell hit the wires after Thursday's close, yet Friday's early trading told a very different story. Marvell Technology (NASDAQ:MRVL) stock is down 7% to $225 in early Friday trading, giving back a chunk of a huge recent run despite a record Data Center quarter and a bigger long-term revenue outlook. The catalyst comes down to timing. Marvell disclosed an expanded custom silicon agreement with Alphabet's (NASDAQ:GOOGL) Google that could scale into a franchise-defining opportunity. Management pushed the big financial impact out to fiscal 2029, later than the market was positioned for. The iShares Semiconductor ETF (NASDAQ:SOXX) is down 1% to $520.70 in early trading. The broader tech tape is down 0.1% to $720.42, essentially unmoved by comparison. That gap suggests the selloff is a Marvell-specific reset rather than a broad semiconductor unwind. Marvell reported fiscal second quarter 2027 revenue of $2.739 billion, up 37% year over year, with non-GAAP earnings of $0.94 per share. Both figures topped Wall Street expectations, positioning the release as one of the cleaner AI infrastructure reports of the season. Marvell's Data Center revenue reached a record $2.17 billion, up 46% year over year, and represented 79% of total revenue. Q3 FY2027 Data Center growth is guided at 75% year over year, reinforcing the mix shift toward AI infrastructure customers. Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now. Marvell raised its fiscal 2027 revenue outlook to about $12 billion from a previous $11.5 billion, and its fiscal 2028 target to about $18 billion from $16.5 billion. CEO Matt Murphy stated that "AI-related bookings remain exceptionally robust, and we expect our revenue growth to accelerate further through the remainder of fiscal 2027." The expanded Google agreement covers custom AI inference accelerators, storage controllers, network interface controllers, memory interface controllers, and near-memory compute, all attached to the TPU ecosystem. A warrant allows Google to acquire up to 7% of Marvell's shares, tied to revenue milestones. An analyst on the call framed the program as roughly $120 billion in cumulative revenue over six years, and management called the assessment directionally valid. The issue for Marvell shares is that management said the big impact would arrive "in 29 and beyond," with most of the near-term contribution already reflected in existing guidance. Marvell also guided Q3 non-GAAP gross margin to 57.5% to 58.5%, a sequential decline of about 90 basis points at the midpoint, attributed to a growing contribution from custom AI silicon that carries lower margins than the company's standard products. That combination, back-loaded revenue paired with front-loaded margin compression, is exactly the mix that trims a stretched multiple. For Marvell stock trading at a rich forward valuation, pushing the payoff two fiscal years out gives active managers a reason to trim into strength and revisit closer to the Investor Day setup. Meanwhile, NVIDIA (NASDAQ:NVDA) stock is down 0.2% to $227.63, barely budging after its own AI results already set the tone earlier in the week. Intel (NASDAQ:INTC) stock is down 2% to $90.34, slipping in sympathy without a fresh company catalyst of its own. The narrow spread across peers confirms the market is treating Marvell's move as an idiosyncratic reset around timing and mix rather than a broader AI infrastructure de-rating. Google's role as counterparty introduces a potential dilution mechanic for Marvell if milestones are hit, though the exposure is a long-tailed structural feature rather than an immediate overhang. Google's own AI infrastructure buildout is the underlying demand engine that made the agreement valuable in the first place, which is why the strategic read is more constructive than the tape suggests. The next scheduled catalyst is Marvell's Investor Day on October 6, 2026 in New York City, where management plans to detail the fiscal 2029 custom-revenue trajectory, ranges for the Google-related agreement, and a refreshed long-term operating model. A quantified upside case for the warrant could reframe the story as a near-term revenue accelerator, and the absence of one could deepen the reset. Traders can watch for whether MRVL stock holds key support after Thursday's close. Marvell shares were up 185% year to date through the prior session, so today's giveback still leaves a stretched setup heading into October. Investors considering the name should size their positions cautiously into Investor Day and treat any Q3 execution slippage as a signal to trim exposure rather than add. Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now. Contact [email protected] for any questions or corrections.

UiPath (PATH) surged 8% and Pegasystems (PEGA) gained 5% Thursday despite neither company reporting earnings, driven entirely by sector momentum. Salesforce (CRM) beat revenue, raised full-year guidance, and launched ClaudeForce with Anthropic, jumping 10% and lifting the software ETF IGV 3%. C3.ai reports September 2 and UiPath reports September 3, giving investors the first hard earnings test of whether this sector re-rating survives. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and UiPath didn't make the cut. Grab the names FREE today. Software's post-earnings bid is broadening past the names that actually reported. UiPath (NYSE:PATH) stock is up 9% to $18.20 in Thursday morning trading, and Pegasystems (NASDAQ:PEGA) stock is up 4% to $35.29. Neither company reported this week, which makes the size of both moves the interesting part. There's no verified company-specific catalyst behind UiPath stock today. UiPath did issue a Thursday morning press release announcing that CEO Daniel Dines has published a book on orchestrating AI agents, automation, and people inside the enterprise, but a book announcement carries too little weight to explain a move of this size. The mechanism that does hold up is sector momentum from Wednesday's software earnings, plus an oversold-name bounce in the beaten-down agentic-AI cohort. The broader software complex is riding the same wave. The iShares Expanded Tech-Software Sector ETF (CBOE:IGV) is up 3% to $105.19, while the Invesco QQQ Trust (NASDAQ:QQQ) is up 1% to $718.40, a much tamer move that pins this rally to software rather than large-cap tech in general. Salesforce (NYSE:CRM) reported fiscal Q2 2027 after Wednesday's close, beat on revenue, raised its full-year guide, and announced an expanded partnership with Anthropic tied to a new product the two are calling ClaudeForce. Salesforce stock is up 10% to $226.80 on the results, and that report is the origin of Thursday's software bid. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and UiPath didn't make the cut. Grab the names FREE today. The read-through matters for automation and agentic-AI vendors because Salesforce management framed enterprise AI as an orchestration problem sitting on top of trusted data, workflows, business rules, and governance. That's essentially the pitch UiPath and Pegasystems have been making to their own customers, which is why the bid is spilling into non-reporters that fit the same theme. When the largest enterprise software vendor validates that framing on an earnings call and raises guidance behind it, the market tends to reward every name that maps to the same idea. The common thread across today's software winners is that they are beaten-down agentic-AI names catching a lift on someone else's results. Also, C3.ai (NYSE:AI) stock is up 5% to $10.23, another oversold enterprise-AI name that did not report and had no fresh company-specific news of its own on the wires this morning. Underlying setups vary materially by name. UiPath stock was up 44% over the past month through Wednesday's close, so Thursday's session is compounding an existing recovery in a name that had already gone from left-for-dead to one of the sharper software rebounds of the summer. Pegasystems stock was down 43% year to date through Wednesday's close, so today's bid there looks more like an oversold reaction to a friendlier sector narrative than a fundamental re-rating driven by anything the company itself said or did. A one-year picture reinforces the divergence. UiPath stock was up 55% over the trailing year through Wednesday's close, while Pegasystems stock was down 35% over the same window. Both are up meaningfully Thursday for reasons that live outside their own fundamentals, which is what makes today a sector re-rating rather than a stock-picker's session. Positioning ahead of UiPath's September earnings report is a plausible contributing factor rather than a confirmed cause. Dines has been telegraphing UiPath's positioning in agentic AI for months, writing in his new book that the real project "is producing a governed description of how the business actually works — the map — and the machinery that executes stable parts exactly — the rails." That framing dovetails cleanly with what Salesforce told the market on Wednesday. Investors can watch for whether today's gains hold into Thursday's close and whether sell-side desks publish read-through notes lifting price targets on UiPath and Pegasystems on the back of the Salesforce results. A follow-through session in the IGV ETF would confirm this is a genuine sector re-rating rather than a one-day chase. UiPath is scheduled to report fiscal Q2 2027 results after the close on September 3, which is where the first fundamental confirmation of today's move will arrive. Pegasystems reports in late October, giving that name a longer runway before its own catalyst arrives. C3.ai reports on September 2, and its response will be the cleanest early test of whether this rally survives a real earnings check. A cautious position size may be warranted given that Thursday's move rests on someone else's numbers. Rallies built on read-through can unwind on read-through when the next earnings check arrives, and investors sizing their exposure into next week's PATH and AI reports should weigh the strong monthly momentum already in the chart against the absence of a company-specific catalyst today. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and UiPath didn't make the cut. Grab the names FREE today. Contact [email protected] for any questions or corrections.

US stock indices ended higher on Tuesday as investors took respite from cooling oil prices and easing yields ahead of earnings from Nvidia and Marvell Technologies. The S&P 500 ended Tuesday 0.3% higher, while the Nasdaq 100 gained 0.6% and the Dow Jones Industrial Average climbed 0.3%. The Russell 2000, which tracks stocks with small market capitalizations, rose 0.5%. See what 10M+ investors are talking about. Get the Stocktwits Daily Rip for what retail is watching right now, free to your inbox Dow Jones Industrial Average futures and S&P 500 futures were little changed, while Nasdaq-100 futures rose nearly 0.1%. Among ETFs tracking benchmark indexes, the SPDR S&P 500 ETF (SPY) fell 0.3%, and Invesco QQQ Trust (QQQ) ended Tuesday 1% lower, while the SPDR Dow Jones Industrial Average ETF Trust (DIA) was up 0.3%. Meanwhile, the VanEck Semiconductor ETF (SMH) and iShares Semiconductor ETF (SOXX) gained about 1.7%, regaining most of the previous session's losses, tracking gains in Micron Tech (MU) and Nvidia (NVDA) stock. The broader Vanguard Information Technology ETF (VGT) rose 0.9%. Retail sentiment on Stocktwits for QQQ, SPY, and DIA was ‘bearish’ with ‘high’ message volumes. Market sentiment improved following news reports that the U.S. will redeploy diplomats to Middle Eastern embassies, alleviating fears of broader regional conflict. Simultaneously, a retreat in crude oil prices dampened inflation anxieties, providing a tailwind for Treasury markets. Bond yields slid, with the benchmark 10-year Treasury note yield falling more than 7 basis points to 4.625%, and Brent crude prices retreated to settle under the $90 threshold, as market participants weighed the potential for renewed energy transit via the Strait of Hormuz. Investor attention was solely focused on the semiconductor sector ahead of quarterly earnings from Nvidia (NVDA) and Marvell Technologies (MRVL). Analysts estimate Nvidia’s revenue is expected to hit $92.2 billion in the quarter ending July, nearly double from the same quarter last year, with earnings expectations of $2.09 per share. “Nvidia is operating on all cylinders, and they’re doing absolutely everything correctly at this point,” Mark Malek at Siebert Financial told Bloomberg. “We’re anticipating good news here, but so is everybody.” In addition, investors will keep a keen eye on the personal consumption expenditure price index reading for July, due out on Wednesday. Moderna (MRNA): Renewed optimism around its cancer vaccine program, buoyed by Wolfe Research’s $9.2 billion peak sales estimate, drove share price higher. Paramount Skydance (PSKY): Potential buyers and Wall Street intermediaries are actively assessing valuable entertainment properties that could be unloaded as Paramount Skydance Corp. (PSKY) navigates prolonged antitrust litigation over its proposed takeover of Warner Bros. Discovery Inc. (WBD). SpaceX (SPCX): The company announced that its Falcon 9 rocket completed its final planned Starlink mission from Florida and plans to invest $100 billion to build the world's largest launch facility. Lululemon Athletica (LULU): The athleisure company is expected to reduce its full-year 2026 earnings guidance again, UBS said. OpenAI: The company’s Jalapeno chips performed better than Nvidia’s current lineup during testing, SemiAnalysis said. For updates and corrections, email newsroom[at]stocktwits[dot]com. Shashank Nayar has no position in any of the stocks mentioned in this article. StockTwits' news team content is for informational purposes only and is not intended as investment advice. For more, see our editorial policy. This article was originally published on StockTwits. Related: UUUU, LEU, CCJ, BWXT Stocks In Focus: Trump’s Saudi Nuclear Push Reportedly Faces Congress Debate And Israel Hurdle UUUU, LEU, CCJ, BWXT Stocks In Focus: Trump’s Saudi Nuclear Push Reportedly Faces Congress Debate And Israel Hurdle Why DOCU, TRI Stocks Slid Over 3% After Google Cloud’s Latest AI Release

MRVL drops 4% into August 27 earnings, with its 179% YTD gain and 58x forward P/E making it a bigger profit-taking target than Broadcom. SOXX tumbles 3% against QQQ's 0.7% decline, exposing semiconductors as today's pressure point and compounding MRVL's idiosyncratic pre-earnings risk. MRVL options skew bullish at a 0.53 put/call ratio, but prior earnings reactions have swung from a 18% gain to a 20% loss. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Broadcom didn't make the cut. Grab the names FREE today. Semiconductors are a pressure point in tech today. Notably, the iShares Semiconductor ETF (NASDAQ:SOXX) is down 3% to $505.27 while the NASDAQ 100 tracking Invesco QQQ Trust (NASDAQ:QQQ) is down 0.7% to $708.39. Marvell Technology (NASDAQ:MRVL) stock is declining 4% to $228.31, giving ground three sessions before a confirmed earnings event and leading the semis lower. Meanwhile, Broadcom (NASDAQ:AVGO) stock is down 2% to $360.49, sliding in sympathy with its smaller AI-chip peer as positioning tightens across the group. This year, Marvell Technology stock has been the runaway performer of the pair, and today's move keeps that ranking intact by size. Year to date (YTD) through Friday's close, Marvell stock was up 179%, while Broadcom stock was up 7% over the same window. Behind the move sits an AI infrastructure business built on custom silicon and optical interconnects, and Marvell Technology stock has ridden that positioning to a runaway 2026 so far. Expectations have been rebuilt on the way up, and holders who bought the rally now have the most to protect into the next three sessions. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Broadcom didn't make the cut. Grab the names FREE today. The August 27 report is confirmed by the company, with Marvell Technology set to release its fiscal Q2 2027 results after the market closes. Shares are trading below the 50-day moving average of $233.85 but comfortably above the 200-day at $145.07, so today's slide reads more as mean reversion in a strong uptrend than a broken trend. Options positioning around the event is heavy: the August 28 expiration, the first after the print, carries 32,410 call volume against 28,447 put volume and a put/call ratio of 0.53. Marvell Technology's full-chain put/call ratio sits at 0.56, so the setup still skews to calls, though the intraday decline suggests some holders are trimming their exposure into a name that has already delivered outsized returns. Broadcom's full-chain ratio is 1.02, notably heavier on puts. History also argues for humility: prior day-of reactions for MRVL have ranged from a gain of 18% in Q4 FY2026 to a decline of 20% in Q4 FY2025, so the tape can swing hard in either direction. Both Marvell Technology and Broadcom are AI-linked chip designers, and their 2026 trajectories have diverged sharply. A stock that has climbed as far as Marvell Technology stock has in 2026 carries more expectation into an event than one that has stayed close to flat (the early traits that showed up in the biggest tech winners are ones we cataloged in a free playbook here). That's the analytical spine here: when the biggest gainer is also the one with the confirmed catalyst in three days, profit taking naturally clusters with the leader. The slip in Broadcom stock is milder in part because its shares have less multiple to defend. Its market cap sits near $1.71 trillion and Broadcom shares trade at a forward P/E ratio of 20x, while Marvell Technology stock trades at a forward P/E ratio of 58x on a market cap around $199.7 billion. Marvell Technology stock also has room to fall further and still preserve most of its year's gain, which is part of what today's tape reflects. At the same time, semiconductors are declining several times harder than the broader technology tape today. The iShares Semiconductor ETF's 3% slide reads as a sector effect, and Marvell Technology stock is falling into both that group move and its own idiosyncratic event risk. Separating the two pressures matters for framing: the ETF captures group beta, while the additional 4% decline in MRVL layers pre-event positioning on top. The setup is straightforward. Marvell stock has already delivered a large year-to-date move, an earnings event is confirmed for August 27 after the close, and options positioning around that expiration is unusually active. Investors should consider keeping their position sizes modest into the report, particularly if their MRVL stake was built during the summer's run higher and now represents outsized portfolio weight. Broadcom shareholders sit in a different position given the flatter year-to-date profile, but the same principle applies to their AI-chip exposure. Traders can watch for whether MRVL stock holds the 50-day moving average through the close. Position discipline outranks conviction on days like this. After the August 27 close, the next hard data point arrives. Shareholders may want to check for whether options-implied ranges widen further as the report approaches. Until then, the story is about who has run and who hasn't, and why the runner is the one giving back the most today. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Broadcom didn't make the cut. Grab the names FREE today. Contact [email protected] for any questions or corrections.