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…
One of the names helping to power the internet, Cloudflare (NYSE:NET | NET Price Prediction) surged roughly 12.7% after hours after its Q4 2025 earnings release on February 10, 2026, with Reddit…
David Beren With CrowdStrike (NASDAQ:CRWD | CRWD Price Prediction) shares trading down 17% year to date and nearly 25% since its Q3 earnings filing in December, it remains peculiar that retail sentiment on Reddit…
The software industry has undergone a dramatic reversal, shifting from a must-own sector to one investors are fleeing en masse as fears that artificial intelligence (AI) advancements will disrupt traditional business models. …
Pre-Market Stock Futures: Futures are trading higher after a stellar and surprising January jobs report as we get to the middle of the trading week. While the Dow Jones Industrial Average managed…
Live Updates Here's What Cloudflare's CEO Had to Say About Changes to Software 6:14pm ETCloudflare CEO Matt Prince had a lot to say about massive changes to software and how they impact…
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 
