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Michael Burry just closed his most prominent AI short, the kind of move that typically sparks a relief rally, yet CoreWeave kept falling. What that silence signals about the real debate gripping the cloud trade right now is worth understanding before Oracle reports tonight.

Snowflake just delivered the kind of earnings report that can permanently reset expectations for a growth stock, and now investors face a harder question about what comes next after a single-day surge leaves almost no room for error.

Software's biggest winners are selling off hard today while the broader tech index barely flinches, and the disconnect between those two moves reveals something traders need to understand before Snowflake's report hits after the close.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.59% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.33%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +1.03%. E-mini S&P futures (ESU26 ) are up +0.55%, and September E-mini...

The S&P 500 Index ($SPX ) (SPY ) is up by +0.39% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.84%. E-mini S&P futures (ESU26 ) are up +0.30%, and September E-mini...

Cathie Wood’s ARK Investment Management bought a total of 57,705 AVGO shares across three of its funds.

Akamai beat Q2 revenue and adjusted EPS estimates as AI infrastructure and cybersecurity demand grew, but rising investment costs weighed on profitability.

Cathie Wood, the founder of investment firm Ark Invest, has flagged what she sees as a blind spot in how Wall Street is covering Cloudflare, a major internet infrastructure company. Writing on X on August 9, Wood said she found it striking that Cloudflare's latest earnings call included no ...

Cloudflare (NYSE:NET) reported second-quarter 2026 revenue of $696.1 million, up 36% from a year earlier, as the company cited accelerating customer growth, expanding adoption of its Workers developer platform, and demand for products supporting AI-related workloads. Chief Executive Officer Matthew

Atlassian, Twilio, JFrog, and Cloudflare surged after earnings, fueling hopes that software investors are rewarding fundamentals again.

The S&P 500 and Dow Jones hit highs while the Nasdaq raced above key levels as oil prices and yields fell. Palantir, Cloudflare and SpaceX were big movers amid earings.

Cloudflare shares are soaring to new highs on the back of a strong second-quarter earnings report.

NET's Q2 earnings beat estimates as large-customer growth, Workers adoption and stronger execution drive 35.9% revenue growth.

Cloudflare sees Workers, agentic AI and large-customer growth driving momentum, while evolving usage models add quarter-to-quarter revenue variability.

The connectivity cloud company posted Q2 revenue of $696.1 million, up 36% year over year, and now expects full-year revenue of up to $2.87 billion

(Updates with the stock move in the headline and the first paragraph.) Cloudflare (NET) shares we

Cloudflare Inc (NET) delivers stellar Q2 2026 with revenue up 36% year-over-year, record large customer additions, and strategic positioning at the forefront of the agentic Internet.

Strong cloud results and a July rebound in SaaS stocks, followed by select strong earnings, are boosting investor sentiment.

Cloudflare (NET) delivered earnings and revenue surprises of +7.41% and +4.60%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Cloudflare stock jumped amid Q2 earnings that handily beat Wall Street targets while the company's revenue outlook came in well above views.

US equity markets were mostly pointing higher before the opening bell Thursday as investors assess p

Every investor has felt the itch to buy the one stock everyone else already owns. Fastly’s chart this year has that kind of pull, a steady climb that turns skeptics into buyers with each new high. One of Wall Street’s largest banks looked at that same chart and decided to stay out. BofA Global ...

NET heads into Q2 earnings with AI, Zero Trust and developer platform demand in focus as investors watch for growth and margin trends.

According to TheFly, TD Cowen analysts raised their price target for Cloudflare to $300 from $250 while maintaining a ‘Buy’ rating.

Arqit Quantum (NASDAQ:ARQQ) reported higher first-half fiscal 2026 revenue and said it is seeing increased commercial activity as governments, telecom operators and defense-related customers evaluate post-quantum cybersecurity needs. Chief Executive Officer Andy Leaver told investors that the marke

Intuit reported better-than-expected financial results for its crucial tax season Wednesday, while also announcing a round of layoffs. Intuit said it’s reducing its full-time workforce by 17%. According to Layoffs.fyi, a website that tracks tech layoffs, 111,173 tech employees have lost their jobs in 2026.

Cloudflare’s first quarter was marked by substantial year-on-year revenue growth and notable expansion within its largest customer segments, yet the market response was sharply negative. Management pointed to surging demand for AI-powered solutions and the successful onboarding of billion-dollar enterprises, with CEO Matthew Prince highlighting a record pace in adding customers spending over $5 million annually. However, the company’s announcement of a workforce reduction and a shift to an agent

Jason Calacanis used Block (NYSE:XYZ) as a case study on a recent This Week in Startups episode to argue that AI-driven productivity gains have become a prisoner’s dilemma for every public company CEO. Block cut over 4,000 people in February 2026, taking headcount from over 10,000 to under 6,000. Three months later, the company posted ... Block’s 40% Layoffs Will Drive 62% Earnings Growth: ‘If You Don’t Have Time to Use AI, You Don’t Have a Job’

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.77%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.75%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.73%. June E-mini S&P futures (ESM26 ) rose +0.78%, and June E-mini Nasdaq futures...

FSLY sinks nearly 42% after a Q1 beat. Investors eye slower Network Services growth, pricing erosion and rising 2026 infra spend.