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 ...
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TheStreet63d agoneutral
Morgan Stanley sharply revamps Cloudflare stock price targetInvesting.com105d agobearish
AI disruption triggers cybersecurity downgrades despite strong demand outlookInvesting.com -- William Blair has downgraded vulnerability management firms including Qualys, Tenable, and Rapid7 to “Market Perform,” citing growing uncertainty around the impact of artificial intelligence on the cybersecurity landscape, even as overall sector demand remains resilient.