ニュース · QuantAbundancia

Zacks1d agobullish

Fastly's Compute Revenues Surge: Is AI Demand Powering Growth?

Fastly's Other revenues soar 67% to $8M in 2026 as edge Compute gains from rising AI workloads and LLM-ready features.

Trefis1d agobullish

Why Zscaler’s Recent Rally Could Just Be Getting Started

Zscaler (NASDAQ: ZS) stock has been on a roller coaster. The stock hit an all-time high of $368 in 2021. Even after a strong rebound recently, it still trades around $175. That means investors who bought near the top are still deep underwater, even as the stock has surged roughly 30% in the past month alone.

Insider Monkey6d agobullish

Jim Cramer Says “I Think That You Should Buy Cloudflare, Right Here”

Cloudflare, Inc. (NYSE:NET) was one of the stocks on which Jim Cramer shared his take, explaining that dot-com analogies do not hold up in this market. When a caller inquired about the stock during the episode, Cramer said: I don’t think, I think it took a hit. Now, stocks are overreacting to everything. I didn’t […]

NET

Zacks8d agobullish

Fastly's Q1 Revenues Rise 20%: Can Growth Stay Near Record Highs?

Fastly's Q1 revenues increase 20% to a record $173M as edge cloud, security and compute demand surge, while 2026 guidance points to mid-teens growth.

FSLY NET

Motley Fool12d agobullish

Stock Market Today, May 8: Rackspace Surges on AMD AI Cloud Agreement

Rackspace’s memorandum of understanding with AMD outlines a governed AI cloud solution for regulated customers, and the company’s next challenge is converting this into customer workloads and recurring managed-cloud revenue.

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TechCrunch12d agobullish

Cloudflare says AI made 1,100 jobs obsolete, even as revenue hit a record high

CloudFlare announced its first large-scale layoff. CEO Matthew Prince says because of AI efficiency gains, the company doesn't need as many support roles.

AMZN GOOG GOOGL META MSFT NET

Investor's Business Daily12d agobullish

Stock Market Soars On Tumbling Oil Prices, Strong Earnings: Weekly Review

The stock market hit fresh highs as crude oil prices tumbled below $100 on Iran hopes. Earnings were mostly strong, though there were big losers too

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Zacks12d agobullish

Cloudflare Q1 Earnings Top, Revenues Soar on Large Customer Additions

NET beats Q1 EPS and revenue estimates as large enterprise additions surge, lifts its FY26 outlook and unveils an agentic AI workforce cut.

NET

Zacks13d agobullish

Cloudflare (NET) Q1 Earnings and Revenues Beat Estimates

Cloudflare (NET) delivered earnings and revenue surprises of +7.53% and +2.87%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

NET

Bloomberg13d agobullish

CoreWeave’s Stunning Rally Creates Prove-It Moment for Earnings

(Bloomberg) -- CoreWeave Inc. shares are on a scorching run in 2026 as demand for computing capacity to power artificial intelligence keeps growing. But now investors want to see some proof that the neo-cloud provider is executing on its ambitious plans. Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealChina Asks Banks to Paus

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Investor's Business Daily16d agobullish

Cloudflare Surges 9%, Nears Record High With Earnings Due Thursday

Cloudflare shows rising price performance, earning an upgrade to its IBD Relative Strength Rating from 78 to 83.

NET

Zacks20d agobullish

TMSNY vs. NET: Which Stock Should Value Investors Buy Now?

TMSNY vs. NET: Which Stock Is the Better Value Option?

NET

Insider Monkey21d agobullish

Cloudflare (NET): The Best Edge Computing Stock to Buy Right Now

Cloudflare, Inc. (NYSE:NET) is one of the 10 Best Edge Computing Stocks to Buy Right Now. On April 14, 2026, Piper Sandler upgraded Cloudflare, Inc. (NYSE:NET) to Overweight from Neutral with a $222 price target. The firm highlighted the company’s positioning across multiple areas, including Delivery, APSEC, NaaS, SASE, IAS, and IaaS, and said the […]

NET

Simply Wall St.22d agobullish

Is It Too Late To Consider Cloudflare (NET) After A 75% One Year Surge?

Wondering whether Cloudflare's current share price actually lines up with its underlying worth, or if expectations have simply run ahead of the fundamentals? The stock last closed at US$212.36, with returns of 3.7% over 7 days, 4.6% over 30 days, 8.3% year to date, 75.5% over 1 year, and 374.9% over 3 years. This naturally raises questions about what is already priced in. Recent headlines around Cloudflare have kept investor attention firmly on the stock, reinforcing interest in how its...

NET

Motley Fool22d agobullish

This Artificial Intelligence (AI) Stock Just Grew Revenue 34% and Landed Its Biggest Contract Ever. Is It a Buy for 2026?

This internet infrastructure services provider is poised to be a huge winner as agentic AI continues to evolve.

NET

Insider Monkey24d agobullish

Is SentinelOne, Inc. (S) A Good Stock To Buy Now?

Is S a good stock to buy? We came across a bullish thesis on SentinelOne, Inc. on r/ValueInvesting by PerformanceProof6161. In this article, we will summarize the bulls’ thesis on S. SentinelOne, Inc.’s share was trading at $14.32 as of April 20th. S’s forward P/E was 42.19 according to Yahoo Finance. SentinelOne, Inc. operates as a cybersecurity provider in the United States and […]

NET