A sixth straight EPS beat is being sold anyway, because capital expenditures hit 41% of revenue versus 21% a year ago. Keep an eye on the stock as the buildout bill lands before the revenue does.
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A sixth straight EPS beat is being sold anyway, because capital expenditures hit 41% of revenue versus 21% a year ago. Keep an eye on the stock as the buildout bill lands before the revenue does.
A sixth straight EPS beat is being sold anyway, because capital expenditures hit 41% of revenue versus 21% a year ago. Keep an eye on the stock as the buildout bill lands before the revenue does.
AKAM Coverage
Fastly Just Dropped 41% in a Month: Is FSLY Stock Dead Money or Due for a Bounce?
A strong earnings report wasn’t enough to stop the selling in Fastly (NASDAQ:FSLY), the edge cloud company whose big rally this year has reversed quickly. Fastly stock is down 41% over the…
France Wants a 5.5-Cent-per-Gigabyte Tax on Netflix, Google and Meta
France just voted to bill Netflix, Google, and Meta by the gigabyte, and the revenue estimate runs into the billions. Whether it survives the Senate and a potential White House response is…
Here Are Tuesday’s Top Wall Street Analyst Research Calls: Akamai Technolgies, Apple, Blackrock, Ford Motor, Healthcare Realty Trust, Noble, Sunoco LP, Venture Global, Western Midstream Partners, Zoetis, and More
Apple just got cut, BlackRock got a lift, and chipmakers are under pressure ahead of a week packed with big-tech earnings. Find out which stocks Wall Street is moving on Tuesday and…
Akamai Surges 15% on $11.6B Anthropic Cloud Deal; CoreWeave and Cloudflare Tick Up
Anthropic just handed Akamai Technologies (NASDAQ:AKAM | AKAM Price Prediction) a multibillion-dollar cloud commitment, and Wall Street is repricing the longtime content delivery company as a serious artificial intelligence (AI) infrastructure provider.…
Fastly Tumbles 7% as Investor Day Meets Profit Taking; Cloudflare and Akamai Edge Higher
Fastly held its long-awaited Investor Day at the Nasdaq MarketSite, yet shareholders responded by selling the stock hard while rivals Cloudflare and Akamai climbed. The divergence raises a pointed question about what…
Jim Cramer Called This Stock “Terrific” and Said “No Thank You” to APLD Stock. Here’s Why
Jim Cramer praised one AI-adjacent name, dismissed a housing supplier on instinct, and rejected a data-center story on principle, but his cash-first filter may be the wrong tool for at least one…
Here Are Tuesday’s Top Wall Street Analyst Research Calls: Akamai Technologies, Arista Networks, Booking Holdings, Cisco Systems, Dell Technologies, Duolingo, Robinhood Markets, PG&E, and More
Wall Street analysts reshuffled their ratings on September 1st with some dramatic target price swings, including one major utility stock getting its target slashed nearly in half while a red-hot language app…
DigitalOcean Climbs 5% on Managed AI Agents Launch, Fastly Falls 4%
DigitalOcean is surging while the rest of cloud infrastructure slides lower, and the catalyst is a product launch built entirely on software the company did not write. Whether that distinction matters to…
Here Are Thursday’s Top Wall Street Analyst Research Calls: Abbott Labs, AbbVie, Akamai Technologies, Five Below, Keurig Dr. Pepper, Salesforce, Stryker, StubHub, and More
Wall Street analysts made bold moves Thursday, slashing targets on some names while dramatically upgrading others, and the gap between winners and losers tells a story about where smart money is quietly…
Here Are Monday’s Top Wall Street Analyst Research Calls: Akamai Technologies, Apple, Dicks Sporting Goods, Domino’s Pizza, Doximity, NetApp, SanDisk, Trade Desk, and More
Apple just got slapped with an Underperform rating while Trade Desk faces a brutal price target, but some names on Monday's analyst radar are picking up surprise upgrades that could shift the…
Trump Just Cleared Anthropic to Go Global, and Google DeepMind Should Be Sweating
Washington quietly reversed course on one of the more consequential AI export restrictions of the year, and the beneficiary happens to be the one U.S. lab most aggressively courting overseas customers. Bloomberg…
Here Are Wednesday’s Top Wall Street Analyst Research Calls: Advanced Micro Devices, Akamai Technologies, HEICO, Johnson & Johnson, MasTec, MercadoLibre, Sandisk, Snap, and More
Pre-Market Stock Futures: Futures are trading mixed on Wednesday, after a rough day for technology stocks and the Nasdaq. The combination of the prospect of a longer struggle with Iran, and higher…
Piper Sandler Hikes Cloudflare Price Target to $250 Despite 15% After-Hours Drop: Buy the Dip?
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…
Anthropic’s Just Triggered Another SaaS Sell-Off: Are Software Stocks Uninvestable?
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…
Why the WisdomTree Cybersecurity Fund Will Soar in the Agentic AI Era
WisdomTree Cybersecurity Fund (NASDAQ:WCBR) is down about 5% year-to-date while the agentic AI buildout it was designed to benefit from is accelerating faster than almost anyone anticipated. That gap between thesis and…