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 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…
