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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 ...

Find insight on software company stocks, cybersecurity services and more in the latest Market Talks covering technology, media and telecom.

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

Investing.com - U.S. stock futures hovered around the flatline on Tuesday as investors weighed the durability of the artificial intelligence rally alongside renewed tensions in the Middle East.

This phrase gets used loosely in technology investing: "platform shift." And most of the time, it’s actually an incremental change just dressed up in some dramatic language. And trust me when I tell you, what Cloudflare described at its 2026 Investor Day is something different. And even Morgan ...

The software sector is currently caught in a tug-of-war between profound optimism and existential dread over the future of artificial intelligence. After a brief period of euphoria, reality—and algorithmic trading—bit back hard, sending major software stocks tumbling in a sudden reversal. The iShares Expanded Tech-Software Sector ETF fell 3%, wiping out half of the 6% gains it had recorded just a day prior. The bleeding was widespread across the industry’s biggest names: Atlassian plunged 8%, Hu

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 ...

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

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...

Cloudflare (NYSE:NET) reported a strong first quarter of 2026, with revenue rising 34% year over year to $639.8 million, as executives said demand tied to AI, agentic workloads and its Workers developer platform continued to accelerate. Co-founder and CEO Matthew Prince said the company began the y

Yahoo Finance's Head of News, Myles Udland, and Julie Hyman discuss this latest jobs market report.

Cloudflare shares tumbled more than 15% in premarket trading on Friday, after its quarterly revenue forecast disappointed investors who ‌had bet the stock would be a major beneficiary in the ‌race to adopt artificial intelligence. The networking and cybersecurity services provider will also lay off about 20% ​of staff due to greater use of AI tools, a move that Jefferies said could hurt near-term growth. Following a 43% rally since its last quarterly results in February, analysts said expectations were high for the company, only for its ‌forecast to flag slower growth ⁠as rising AI infrastructure costs squeeze margins.

Stock Market Today: The Dow Jones index rose Friday ahead of the April jobs report. Coinbase and Cloudflare dived on earnings.

Dow Jones futures: President Donald Trump says a U.S.-Iran ceasefire is intact despite clashes. Rocket Lab, Cloudflare and IREN are big earnings movers.

The connectivity company beat first-quarter revenue and earnings estimates but said AI tools have made 1,100 roles unnecessary

Cloudflare Inc. (NYSE:NET) reported first-quarter results that exceeded Wall Street expectations and lifted its full-year guidance, but the company’s shares dropped sharply after management announced major workforce reductions and investors reacted to slower revenue momentum.

Moby summary of Cloudflare, Inc.'s Q1 2026 earnings call

Matthew Prince: Thank you, Phil. A Fortune 100 technology company expanded their relationship with Cloudflare, Inc., signing a two-year $8 million contract for our privacy proxy solution, the fifth privacy engagement with this customer, solidifying Cloudflare, Inc. as their go-to privacy partner.

↘️ Airbnb (ABNB): The short-term rental company raised its full-year outlook, as strong global travel demand helped offset an influx in cancellations around the Iran war. The stock slipped about 1.7% afterhours.

Iran deal doubts hit stocks Thursday, but Nvidia, Tesla were strong. CoreWeave, Rocket Lab, Cloudflare were earnings movers late. The jobs report is on deck.

Earnings season marches on as investors will hear from big companies including McDonald's and CoreWeave. Data on the U.S. jobs market will also be watched closely, culminating in April nonfarm payroll numbers Friday.

Procore Technologies (PCOR) delivered earnings and revenue surprises of -4.23% and +1.94%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Cloudflare (NYSE:NET) currently trades around $207.07, while the average Wall Street price target sits at $231.85, implying roughly 12% upside. Cloudflare operates a global connectivity cloud that delivers content, secures traffic, and increasingly serves as infrastructure for AI workloads. CEO Matthew Prince has positioned the company as the platform powering the “agentic Internet,” where AI agents run ... Is Cloudflare Overvalued at 182x Earnings? Analysts Still See 12% Upside