Oracle has shed a third of its value in weeks, and the obvious alternatives are moving in opposite directions. Before rotating into Cloudflare, CoreWeave, or Snowflake, investors need to understand which of…
Oracle just broke through a key technical floor while S&P Global questions whether its massive AI bet will swallow the company whole. What happens next could separate a generational buying opportunity from…
Shares of Cloudflare (NYSE:NET | NET Price Prediction) are up 9% in midday trading to about $269 after Scotiabank upgraded the stock and raised its price target. The move puts Cloudflare shares…
The question for anyone parking retirement dollars in the AI infrastructure trade is simple: Should you own Meta Platforms (NASDAQ:META | META Price Prediction) or Nebius Group (NASDAQ:NBIS) right now? Both now…
Pre-Market Stock Futures: Futures are trading mixed, with the Nasdaq getting hammered after a gangbuster start to the first full trading week of the third quarter. All of the major indices finished…
Cloudflare just cut 20% of its workforce and called it a promotion, not a retreat. Whether that bet transforms the company into the backbone of an agentic internet or exposes a valuation…
Austin Smith CoreWeave (NASDAQ:CRWV) stock is down 13% to $86.72 in early trading Wednesday, extending a stretch of heavy volatility for the AI cloud provider. The slide comes without a clean, single catalyst dated…
Holders of CrowdStrike (NASDAQ:CRWD | CRWD Price Prediction) own the household name in cybersecurity, and the stock has rewarded that conviction with a 45.26% year-to-date gain through June 23. The catch is…
Shares of CoreWeave (NASDAQ:CRWV) are up 10% in midday trading on Tuesday, with CoreWeave stock changing hands near $117. The move stands out sharply against the rest of the AI cloud group,…
Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) stock is up 5% in Monday midday trading, changing hands near $134. The move comes alongside a broad risk-on rally, with the NASDAQ 100 tracking…
Jason Calacanis used Block (NYSE:XYZ | XYZ Price Prediction) 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…
Susquehanna analyst Shyam Patil raised his price target on Cloudflare (NYSE:NET | NET Price Prediction) to $200 from $190 while maintaining a Neutral rating. The price target raise follows a Q1 FY2026…
David Moadel Piper Sandler analyst James Fish raised his price target on Cloudflare (NYSE:NET | NET Price Prediction) to $250 from $222, keeping an Overweight rating, even as the stock cratered after Q1 FY2026…
Earnings calls have become increasingly outlets for CEOs to say they need fewer people because of AI. Or, they may need fewer people, but are not sure. Or, their AI will make…
Cloudflare (NYSE:NET | NET Price Prediction) 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…
Thomas Richmond 
