Fastly (NYSE:FSLY) shares gained 15% to $29.04 after Oppenheimer upgraded the edge network operator to Outperform from Neutral. The call highlights how directly Fastly’s traffic-metered business sits in front of fast-growing artificial…
Neocloud stocks are making a move today, but not in a positive direction. CoreWeave (NASDAQ:CRWV) stock trades at $81.94, down 7%; that drop leads a selloff concentrated in the companies borrowing heavily…
Cloud software’s past-month rally landed mostly on two names, and Cloudflare (NYSE:NET | NET Price Prediction) is the one tied most directly to machine-driven internet traffic. Cloudflare stock is up 28% over…
Nebius stock is surging on an AI deal with no disclosed price tag, and the reason the market barely blinked at the mystery price reveals exactly how investors are betting on the…
Money chasing the higher-volatility end of cloud computing is concentrating in shares of Cloudflare (NYSE:NET | NET Price Prediction), while shares of Oracle (NYSE:ORCL) and CoreWeave (NASDAQ:CRWV) are tracing very different paths.…
Famous “Big Short” investor Michael Burry has apparently hardened his stance against Nebius Group (NASDAQ:NBIS | NBIS Price Prediction), and Nebius stock is climbing anyway. Nebius stock is up 4% to $241.80…
A $3.5 billion convertible note plan from Snowflake (NYSE:SNOW | SNOW Price Prediction) weighs on Snowflake stock. Even so, the data cloud company structured the deal specifically to limit the dilution sellers…
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.…
AI infrastructure stocks are moving in different directions Thursday as investors digest evidence that pricing for computing power is rising while funding and capital-intensity concerns remain important. Nebius Group (NASDAQ:NBIS | NBIS Price…
Fastly (NASDAQ:FSLY) is handing back a slice of an outsized year, with the edge cloud name leading declines in a sector that’s otherwise quiet in morning trading. Fastly stock is down 8%…
Oracle (NYSE:ORCL | ORCL Price Prediction) stock is down 6% to $136.73 in morning trading, a sharp move that has the company decoupling from the rest of the cloud complex. Meanwhile, CoreWeave…
Fastly (NASDAQ:FSLY) shares are falling in Wednesday morning trading, a second consecutive decline that began with the company’s own Investor Day. The stock is down 7% and trades at $24.25, giving back…
Fastly (NASDAQ:FSLY) is at the center of a same-session bid across edge security and artificial intelligence (AI) traffic infrastructure, with two large peers rising alongside it on no news of their own.…
Shares of Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) are bouncing Wednesday, but the question worth asking is whether the move ends the slide or just adds to a string of one-day…
Shares of Oracle (NYSE:ORCL | ORCL Price Prediction) are sliding in early Monday trading after the company disclosed that layoff costs would run meaningfully higher than previously flagged, overwhelming a friendlier signal…
