Pre-Market Stock Futures: Futures are trading mixed this morning after a dreadful day across Wall Street, with all major indices closing lower except the Russell 2000. What began in late December and…
When we think about cloud infrastructure powering the internet, AWS typically dominates. But Cloudflare (NASDAQ:NET | NET Price Prediction) is building something fundamentally different – and arguably more relevant for what comes next.…
Jeremy Phillips Watch the Video Our conversation began with a pair of incidents that received less attention than they deserved. Twice in the last month, large sections of the internet were knocked offline.…
Bitcoin had quite a Monday, visiting levels not seen since the tariff war began back in Q1 of this year. After trading below $90k earlier this morning, bitcoin appears to be bid…
Ben Briody Live Updates Microsoft's AI Deals 2:26pm ETSoftware giant Microsoft unveiled strategic AI deals with Nvidia and startup Anthropic, an OpenAI rival also backed by MSFT, committing up to a whopping $5 billion…
Cloudflare (NYSE: NET | NET Price Prediction) delivered a decisive earnings beat after the close Thursday, sending shares surging 8.1% to $240.19 in after-hours trading. Revenue accelerated for a second consecutive quarter,…
William Temple Watch Our Video on Why Cloudflare Could Become the Next ‘AI Story Stock’ In a recent AI Investor Podcast discussion, 24/7 Wall St. analysts Eric Bleeker and Austin Smith dove into the…
Eric Bleeker Live Updates 80% of Major AI Companies are Cloudflare Customers 5:52pm ETThat’s something CEO Matthew Prince just noted on today’s conference call. First Analyst Quote... 5:26pm ET“Congratulations on a really solid quarter.…
Joel South In the segment below from the AI Investor Podcast, 24/7 Wall St. analyst Eric Bleeker and Autin Smith break down what agentic AI is and what could become the top AI agentic…
We’re winding down earnings season, and the old Wall Street adage that “earnings drive stock prices” continues to prove true. Over the past week, several companies reported strong earnings, which led to…
We’re right in the middle of earnings season and Thursday, May 8 is a busy one. With hundreds of companies expected to report results after the market closes today, here is what…
Live Updates Workers AI Stealing the Show?5:55pm ETJoel SouthAs we noted in our last update, Workers is the key to Cloudflare’s AI story, so its worth zeroing in on some quotes on…
Joel South Most individual AI stocks are trading at a very high premium valuation. Most of them have significant downside risk if something goes wrong, as evidenced by Palantir (NASDAQ:PLTR | PLTR Price Prediction)…
AI stocks have been on a roller coaster ride in 2025 amid a one-two punch of DeepSeek and tariff fears. Meanwhile, corporate America is pouring billions of dollars into AI capex to…
Following their latest earnings release, CloudFlare (NYSE: NET) shares soared by 20% in after hours trading a testament to the company’s robust performance and forward-looking guidance if we break down the numbers.…
Jeremy Phillips 
