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The stock market rallied to close mixed even as yields and oil prices kept rising. Taiwan Semi is a buy. A Tesla Semi event is on tap.

Shares of edge cloud platform Fastly (NASDAQ:FSLY) fell 4.2% in the pre-market session after soaring yields drove renewed pressure on tech stocks as investors took profits following its Investor Day event, having surged roughly 14.3% during the previous session when management outlined long-term financial targets through 2029.

Key Stats for Fastly StockToday’s Performance: -8%52-Week Range: $8 to $35Valuation Model Target Price: Around $28Street Analyst Target Price: Around $28What Happened?Fastly stock (NASDAQ: FSLY) is trying to prove that its transformation from a traditional content-delivery network into a broader security, compute, and AI-edge platform can turn rapidly growing machine traffic into profitable growth. That debate intensified today as Fastly stock fell about 8%, giving back part of its recent rally

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Fastly (FSLY) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

Investing.com -- Fastly (NYSE: FSLY) saw its stock drop 9% on Thursday, wiping out some of the 14% surge it enjoyed on Wednesday. The earlier spike was fueled by new data showing Fastly plays a major role in powering Meta’s new AI assistant, Muse. However, Citi analyst Fatima Boolani isn’t buying the hype and remains neutral on the stock.

Fastly stock carved out one of the sharpest runs in mid-cap software this year, then held an Investor Day that handed sellers exactly the moment they were waiting for. Here is what the peer group's calm tape reveals about where the pressure is really coming from.

AI is accelerating the edge computing leader's growth.

Fastly, Inc. recently expanded its Fastly for AI portfolio with AI Runtime Control, AI Firewall, and new API Security tools to give organizations real-time visibility and control over AI traffic across models, applications, and enterprise APIs on its global edge platform. By unifying AI governance, security, and routing at the edge, Fastly is positioning its existing network to support increasingly complex AI and agent workloads without requiring customers to lock into a single model...

Fastly Inc. (NASDAQ:FSLY) saw its share prices climb by 13.69 percent on Wednesday to close at $29.65 apiece after outlining its growth targets over the next three years, thanks to rosy prospects from AI. In its recently concluded Investor Day, Fastly Inc. (NASDAQ:FSLY) said that it is targeting a compounded annual growth rate of 14 […]

Shares of edge cloud platform Fastly (NASDAQ:FSLY) jumped 15.9% in the afternoon session after Wall Street digested multi-year margin targets from its Investor Day and the launch of its artificial intelligence security suite.

BlackBerry (BB) sales over the past twelve months were roughly flat compared to a year earlier, yet its share price refused to sit still. So, does the valuation justify initiating a position, or should existing holders consider trimming gains? Part of the answer is clear: the stock price has outpaced sales growth. From here, future performance will largely hinge on execution across its software divisions business.

Fastly (FSLY) is expanding beyond a content delivery network, or CDN, into an edge platform, but the

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 part of a run that still leaves the stock up 138% year to date (YTD). That advance dwarfs the broader cloud group. The […]

Fastly (NASDAQ:FSLY) outlined a strategy centered on expanding its unified edge cloud platform, increasing multi-product adoption, broadening its geographic reach and targeting revenue of $1.1 billion to $1.3 billion by 2029 at its Investor Day. Chief Executive Officer Kip Compton said the company

Cloudflare (NET) has returned about 61% in three months and trades at or near its three-year high. The question on holders' minds is plain: what happens if its growth cools? The company has guided revenue growth for the third quarter of 2026 to 31%, and its CFO says the way customers now pay makes each quarter harder to forecast.

Fastly (NYSE:FSLY) held its Investor Day on Tuesday, and its stock is falling hard into the very event holders had been racing toward. Fastly’s peers are trading the other way, which points to a Fastly-specific reaction rather than a rethink of the edge and content delivery group. The Invesco QQQ Trust (NASDAQ:QQQ) is at $745.32, […]

Fastly, Inc. (NASDAQ:FSLY) shares traded higher Tuesday morning as investors looked ahead to the company’s Investor Day, while its new AI security products added to investor interest. Fastly Investor Day Takes Center Stage Fastly’s Tuesday Investor Day puts management’s strategy, product roadmap and financial outlook in focus. Investors will be watching for updates on revenue growth, margins and demand across its security and edge cloud businesses. Shares jumped nearly 15% Monday, suggesting tra

Key TakeawaysAI Security Pop: Fastly stock (FSLY) jumped 15% on Monday, September 21, after launching AI Firewall, AI Runtime Control, and API Security to police AI and agentic traffic at the edge. Street Snapshot: Twelve analysts split 4 buys, 1 outperform, 6 holds, and 1 underperform.

Fastly Inc. (NASDAQ:FSLY) climbed by 14.92 percent on Monday to end at $27.42 apiece as investors began positioning portfolios ahead of key business updates at its Investor Day meeting tomorrow, September 22. The rally was supported by earlier warnings from Anthropic Chief Executive Officer Dario Amodei that development of artificial intelligence must slow down and […]

A number of stocks jumped in the afternoon session after falling Treasury yields eased pressure on software stocks as signs of cooler U.S.–China tensions lifted risk appetite.

The specialized edge cloud infrastructure provider disclosed a notable insider stock sale.

Fastly launched new AI traffic controls this morning and the whole edge security category moved with it, including rivals that announced nothing at all. The question buyers are not asking loudly enough is whether availability and adoption are the same thing.

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Small Cap Growth Fund”. The letter can be downloaded here. Small-cap stocks rallied broadly in the second quarter, with the Russell 2000 Growth Index (+25.71%) outpacing Value +17.24%). Information Technology (+46.79%) led all sectors, supported by solid gains […]

Fastly (FSLY) is in focus after Comcast announced a content and application delivery partnership that will embed Fastly’s edge software into more than 200 AI powered data processing centers across its nationwide network. Fastly’s share price has moved sharply over the past year, with a 90 day share price return of 33.3% and a year to date share price return of 134.15%. The 1 year total shareholder return of 176.48% and 3 year total shareholder return of 28.97% point to building momentum...

A number of stocks fell in the afternoon session after markets remained volatile during the last trading session of the week, reflecting growing uncertainty, with the broad market retreat erasing the sector's gains from the previous day. As detailed by CNBC, major market averages initially dropped on Wednesday following the Federal Reserve's first interest rate hike in three years, then staged a strong tech-led comeback on Thursday, before falling once more. According to market commentators, aft

A number of stocks jumped in the afternoon session after Treasury yields retreated below 5% and oil prices declined, sparking a recovery across growth-oriented equities following the Federal Reserve's interest rate increase.

Fastly (NASDAQ:FSLY) executives said demand remained healthy across the company’s delivery, security and compute offerings, with CFO Rich Wong pointing to broad-based growth and increasing customer commitments. Speaking at a Piper Sandler conference, Wong said Fastly generated $183 million in reven

Unprofitable companies can burn through cash quickly, leaving investors exposed if they fail to turn things around. Without a clear path to profitability, these businesses risk running out of capital or relying on dilutive fundraising.

Cloudflare (NET) stock has gained about 45% in three months while the S&P 500 returned 2.8%, and sits at the top of its 52-week range. That price is paying for more than the growth: a business Cloudflare has only started to build, charging AI agents for the requests they send.