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The S&P 500 Index ($SPX ) (SPY ) is down by -0.83% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.53%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -1.39%. E-mini S&P futures (ESU26 ) are down -0.80%, and September E-mini...

Oil prices and Treasury yields weighed on the indexes, But Meta, AMD were winners. Apple unveiled its foldable iPhone. Inflation data looms.

Datadog stands alone in cloud software over the past month, with a company-specific catalyst carving a wide gap between its shares and every close peer. That gap is the whole story, and it flips the usual sector-rotation explanation on its head. Datadog (NASDAQ:DDOG) stock is down 22% over the past month and trades at $210.76 […]

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.

A single scheduled settlement is hammering one AI cloud stock far harder than its peers today, and the gap between that name and the broader sector reveals exactly what happens when aggressive financing meets a high-flying stock.

Today’s selling in AI cloud is concentrated in the names that ran furthest into the summer, with a fresh financing from one issuer doing most of the damage. Nebius Group (NASDAQ:NBIS) stock is down 4% to $214.80 midday Thursday after pricing a $5 billion convertible note offering overnight. Cloudflare (NYSE:NET) stock is down 3% to ... Nebius Drops 4%, Cloudflare Falls 3%, Snowflake Slips: Are Financing Concerns Sinking AI-Cloud Stocks?

DigitalOcean is surging while the rest of cloud infrastructure slides lower, and the catalyst is a product launch built entirely on software the company did not write. Whether that distinction matters to investors depends on a question the press release does not answer.

X402 daily settlement volume has fallen 93% year-to-date, suggesting its late-2025 surge was driven largely by testing rather than sustained demand. Cloudflare’s Monetization Gateway ...

Enterprise software maker Cloudflare is a highly rated stock that continues to show incredible strength. Investors who think Cloudflare stock will continue to rally and don't want to risk significant capital can use long call options rather than buying the stock outright. A call option is a contract between a buyer and seller.

Akamai's AI infrastructure push is gaining cloud momentum, but Delivery weakness and rising investment costs test the growth story.

The company is raising convertible debt just days after a strong earnings rally.

(Bloomberg) -- Cloudflare Inc. announced plans for a private offering of $2.175 billion of senior convertible notes, after the cybersecurity firm’s guidance boost last week sent shares to an intraday high. Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’Stocks Hold Near Record Highs, Crude Oil Advances: Markets WrapTrump Amps Up Pressure on Billionaire Sargeant to Exit VenezuelaIran Says Hor

The last time he sold was in December 2022 with Bitcoin at $16,800. Will Jim's sales mark the bottom again?

Nvidia assembled nearly 40 tech and cybersecurity giants for a new open-source AI defense coalition, but Meta was not among the listed founding members.

Investing.com -- Morgan Stanley has pushed back against negative investor sentiment toward the software sector, telling investors in a note on Tuesday that the market has become "too negative on the group" and naming eight Overweight-rated companies best positioned for the AI era.

The S&P 500 Index ($SPX ) (SPY ) today is down -1.06%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.12%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -2.23%. September E-mini S&P futures (ESU26 ) are down -0.95%, and September E-mini Nasdaq futures...

The rise of agentic AI traffic may not show up in the financials today, but its impact is real on Cloudflare's business.

Cloudflare (NET) closed the most recent trading day at $268.4, moving 2.68% from the previous trading session.

(Bloomberg) -- US stock futures pointed to renewed weakness in technology shares after Samsung Electronics Co.’s earnings failed to satisfy investors, renewing pressure on chipmakers across global markets.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Major OverhaulTwo Millennium Trading Pods Made About $3.7 Billion Last MonthSaudis Slash Main Oil Price to Rare Discount as Market DivesChina Senten

With a forward P/E of 141.54, Cloudflare, Inc. (NYSE:NET) is among the 10 Most Overvalued Quantum Computing Stocks According to Short Sellers. On June 10, UBS raised its price target on Cloudflare, Inc. (NYSE:NET) to $250 from $220 while maintaining a Neutral rating following the company’s Investor Day presentation. The same day, BTIG increased its price target […]

Cloudflare (NET) closed at $230.97 in the latest trading session, marking a -2.01% move from the prior day.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.69%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.83%. June E-mini S&P futures (ESM26 ) are down -0.20%, and June E-mini Nasdaq futures...

Cloudflare (NYSE:NET) announced a major AI driven restructuring plan that includes reducing its workforce by about 1,100 employees. The company outlined an AI first operating model alongside a proposal to introduce a new Class C common stock structure. Management highlighted ongoing momentum in its AI agent and developer platform as part of this shift. Cloudflare runs a global network that helps customers secure and deliver internet applications, while also offering tools for developers...

The S&P 500 Index ($SPX ) (SPY ) today is down -0.40%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.74%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.08%. June E-mini S&P futures (ESM26 ) are down -0.48%, and June E-mini Nasdaq futures...

Fastly's cross-sell push is lifting security revenues and retention, turning customers into multi-product users, hinting at more wallet share.

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.

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’

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

This is Cisco's latest layoff in recent years, while the company's chief executive touts record revenue and growth.

D-Wave Quantum's Q1 loss is narrower than estimates. The company posts record bookings despite a revenue miss, as it expands commercial adoption and quantum initiatives.