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Shares of cloud security and performance company Cloudflare (NYSE:NET) jumped 8% in the afternoon session after cloud software peer, Snowflake reported impressive first quarter earnings.
Unprofitable companies face headwinds as they struggle to keep operating expenses under control. Some may be investing heavily, but the majority fail to convert spending into sustainable growth.
FSLY and NET emerge as key beneficiaries of the AI-driven Internet infrastructure boom, but their growth strategies, scale advantages and valuation profiles present very different opportunities.
The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed up +0.02%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.36%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.09%. June E-mini S&P futures (ESM26 ) rose +0.04%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is down -0.07%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.54%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.44%. June E-mini S&P futures (ESM26 ) are down -0.07%, and June E-mini Nasdaq futures...
Cloudflare (NET) is in focus after expanding its work with Anthropic to launch Cloudflare Environments for Claude Managed Agents, a partnership aimed at helping enterprises deploy AI agents securely and at scale. See our latest analysis for Cloudflare. Beyond the Anthropic tie up, Cloudflare’s recent headlines have included governance questions from JLens and debate over its layoff memo. The stock still shows building momentum with a 90 day share price return of 26.62% and a 3 year total...
The S&P 500 Index ($SPX ) (SPY ) today is down -0.05%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.15%. June E-mini S&P futures (ESM26 ) are down -0.05%, and June E-mini Nasdaq futures...
5G is absolutely essential for AI to function outside of the datacenters. 5G is the nervous system connecting AI to the IoT effectively.
There is a particular comfort in the idea that the boss and the billionaire agree on the future. It saves you the trouble of picking a side. It saves you the harder trouble of figuring out which one is selling you something. For the past week, American workers got the optimistic version of that ...
Palihapitiya added that Matthew Prince’s memo has reduced employees to a label, while saying that he couldn’t have written a worse one.
Fastly's cross-sell push is lifting security revenues and retention, turning customers into multi-product users, hinting at more wallet share.
Cloudflare (NET) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Cloudflare Inc CEO Matthew Prince said he once had informal discussions about joining Anthropic's board and later sent its leadership a copy of Aristotle's Politics as debate over AI governance and economic impact intensifies. AI Governance Debate Intensifies On Wednesday,...
Earlier this week, Cloudflare announced a collaboration with Anthropic to launch Cloudflare Environments for Claude Managed Agents, enabling organizations to run AI agents on Anthropic’s platform while using Cloudflare’s global network, Workers, secure sandboxes, and zero-trust connectivity to execute code and protect sensitive data at scale. Almost simultaneously, faith-based investor group JLens said it would withhold votes for certain Cloudflare directors, arguing that the company’s...
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
Shares of cloud security and performance company Cloudflare (NYSE:NET) jumped 1.6% in the afternoon session after the company announced a partnership with Anthropic to launch Cloudflare Environments for Claude Managed Agents.
Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.
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.
With a short float of 2.71% and upside potential of 21.60%, Cloudflare, Inc. (NYSE:NET) earns a place on our list of the best cloud stocks to buy as Azure growth hits 40%. Cloudflare, Inc. (NYSE:NET)’s first-quarter results came in ahead of expectations, but the market’s reaction told a mixed story. Cloudflare, Inc. (NYSE:NET) had climbed […]
Fastly's Other revenues soar 67% to $8M in 2026 as edge Compute gains from rising AI workloads and LLM-ready features.
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.
ZS' Zero Trust Everywhere drives bigger deals as customers reach 550 at the end of Q2'26 from 130 in the year-ago quarter.
Palantir, Salesforce and other AI-powered software laggards could see strong short-term upside as enterprise AI demand accelerates.
Cloudflare (NYSE:NET) is cutting about 20% of its workforce while shifting to an AI first operating model. The company is rolling out new AI platform products aimed at AI driven efficiencies and AI application development. The moves come alongside record revenue and robust growth figures reported by the company. For investors watching NYSE:NET, this pivot comes at a time when the stock is trading around $201.75 and has gained 28.1% over the past year. Over 3 years, the return is about 3.5x,...
Shares of cloud security and performance company Cloudflare (NYSE:NET) jumped 4.5% in the afternoon session after a robust earnings report and upgraded annual revenue forecast from networking giant Cisco Systems, fueled optimism in the software sector.
The S&P 500 Index ($SPX ) (SPY ) on Monday closed down -0.07%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.32%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.45%. June E-mini S&P futures (ESM26 ) fell -0.12%, and June E-mini Nasdaq futures...
Stainless, a New York-based startup, will wind down all hosted products as part of the acquisition.
The S&P 500 Index ($SPX ) (SPY ) today is down -0.20%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.57%. June E-mini S&P futures (ESM26 ) are down -0.28%, and June E-mini Nasdaq futures...
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