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…
David Moadel 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 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…
