Enterprise digital transformation remains the primary driver of demand for public and hybrid cloud services. Companies continue shifting workloads to the cloud, and AI‑driven infrastructure spending has added another layer of momentum.…
Anthropic’s Claude Mythos Preview demonstrated that AI can now surpass all but the most skilled humans at finding and exploiting software flaws. The response was Project Glasswing, a defensive coalition including CrowdStrike,…
ServiceNow (NYSE:NOW | NOW Price Prediction) is drawing fresh scrutiny from Wall Street as two analyst firms trimmed their price targets on the same day, even while maintaining positive ratings. Citi analyst…
Pre-Market Stock Futures: The futures are trading flat after a stellar day across Wall Street, with all major indices finishing deep in positive territory. Traders cited an improving outlook for the Iran…
Datadog (NASDAQ:DDOG | DDOG Price Prediction) stock is heading into its May 7 Q1 2026 earnings report with a freshly trimmed price target from Mizuho. Analyst Gregg Moskowitz lowered his target to…
Cloudflare (NYSE:NET | NET Price Prediction) stock is getting a vote of confidence from Mizuho even as the firm trims its price target. Mizuho lowered its price target on Cloudflare to $235…
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) stock got a reality check from Mizuho on Tuesday, as the firm slashed its price target on shares to $515 from $620 while maintaining an Outperform…
Investors have watched AI reshape one industry after another. Now Anthropic’s latest move has software-as-a-service (SaaS) stocks feeling the heat again. On Friday, shares of cloud and edge infrastructure names plunged as…
Quantum computing is no longer a physics experiment. Google’s Willow chip, IBM’s quantum roadmap expansion, and IonQ’s commercial contracts have pushed the technology from research labs toward real enterprise applications. Markets are…
The so-called “SaaS-pocalypse” is back, and it’s hitting harder today than it did yesterday. Anthropic’s release of “Claude Code Security,” an AI-driven security product, has rattled investors across the enterprise software and…
Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) stock is extending a brutal four-day losing streak in early trading on Friday, falling another 5% to around $124 after closing Thursday at $130.49. What…
Investors scrolling their feeds this morning are shocked by today’s carnage in enterprise software stocks. Social media chatter has blamed routine insider stock sales for Cloudflare‘s (NYSE:NET | NET Price Prediction) brutal…
Cloudflare (NYSE:NET | NET Price Prediction) is down 11% today, and financial headlines are pointing fingers at insider selling. I’ve been watching pretty much every report on Cloudflare for years, as it’s…
Jeremy Phillips AI spending has moved well past the hype phase. Consensus estimates now put 2026 hyperscaler capital expenditures at $611 billion, and the global AI market is projected to reach $4.8 trillion by…
Cloudflare (NYSE:NET | NET Price Prediction) stock is up 8% in afternoon trading on Wednesday, with shares changing hands at around $228. The broader market is not participating, though: the S&P 500…
