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Snowflake just delivered the kind of earnings report that can permanently reset expectations for a growth stock, and now investors face a harder question about what comes next after a single-day surge leaves almost no room for error.
Datadog stands alone in cloud software over the past month, with a company-specific catalyst carving a wide gap between its shares and every close peer. That gap is the whole story, and it flips the usual sector-rotation explanation on its head. Datadog (NASDAQ:DDOG) stock is down 22% over the past month and trades at $210.76 […]
Software's biggest winners are selling off hard today while the broader tech index barely flinches, and the disconnect between those two moves reveals something traders need to understand before Snowflake's report hits after the close.
A number of stocks fell in the afternoon session after escalating geopolitical tensions in the Middle East and climbing global bond yields dampened investor risk appetite.
Automated attacks could make adaptive defenses far more valuable
Okta, CrowdStrike, Datadog, Cloudflare and Palo Alto Networks led Q2's most-upgraded stocks as AI-driven agentic traffic boosts cybersecurity demand, with analysts raising price targets and ratings.
Cloudflare just cleared the government's highest civilian security bar, giving it access to contracts it was previously locked out of entirely. Whether that clearance turns into the kind of compounding federal revenue Palantir built depends on a template that has worked exactly once so far.
Oracle's recent surge looks like a comeback until you stack it against what the rest of the cloud sector did over the same window, and the comparison raises an uncomfortable question about whether this stock deserves its AI infrastructure reputation.
The S&P 500 Index ($SPX ) (SPY ) is up by +0.17% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.18%. E-mini S&P futures (ESU26 ) are up +0.10%, and September E-mini...
A number of stocks jumped in the afternoon session after quarterly earnings and upbeat corporate commentary signaled that artificial intelligence is driving growth across enterprise software rather than threatening legacy business models.
Shares of software supply chain platform JFrog (NASDAQ:FROG) jumped 10.1% in the afternoon session after the company announced integrations with Zscaler, Cloudflare, and Netskope to block malicious software packages at the network level and launched its JFrog Traffic Controller.
By Raphael Satter WASHINGTON, Aug 27 (Reuters) - Major tech companies including OpenAI, Anthropic, Microsoft, Alphabet, and Amazon are calling for a society-wide defensive surge to defeat what they
The S&P 500 Index ($SPX ) (SPY ) is up by +0.59% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.33%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +1.03%. E-mini S&P futures (ESU26 ) are up +0.55%, and September E-mini...
In Q2 2026, Cloudflare reported that its Workers platform attracted nearly two million developers and began contributing meaningfully to revenue, particularly as enterprise customers combined it with the firm’s security and networking services. This rapid developer uptake, coupled with rising AI-related workloads on Workers, is reshaping how Cloudflare monetizes its global edge network and application platform. We’ll now examine how Workers’ growing role as a revenue contributor influences...
Ark Invest was a buyer of tech stocks down as much as 53% from their recent all-time highs.
The S&P 500 Index ($SPX ) (SPY ) is up by +0.39% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.84%. E-mini S&P futures (ESU26 ) are up +0.30%, and September E-mini...
Cloudflare (NET) is back in focus after its Workers developer platform added nearly two million developers in Q2 2026, becoming a meaningful revenue contributor alongside the company’s existing security and networking products. At a share price of $284.89, Cloudflare has seen a 24.89% 90-day share price return and a 45.34% year-to-date share price return, while the 1-year total shareholder return of 38.81% and very large 3-year total shareholder return suggest that recent momentum has been...
Cathie Wood’s ARK Investment Management bought a total of 57,705 AVGO shares across three of its funds.
As quantum computing threatens current encryption, IBM, Cloudflare, Arqit, IonQ, Rigetti and D-Wave stand to benefit from mandated post-quantum cybersecurity spending through 2030.
NET's Workers platform is gaining traction among developers and enterprises, potentially making it a key growth driver as AI adoption accelerates.
Cybersecurity demand is heating up due to AI, but there's a clear winner between these stocks.
A single scheduled settlement is hammering one AI cloud stock far harder than its peers today, and the gap between that name and the broader sector reveals exactly what happens when aggressive financing meets a high-flying stock.
Software is eating the world, and virtually no business is left untouched by it. The undeniable tailwinds fueling the industry have also led to strong returns for SaaS stocks lately as they’ve gained 51.5% over the past six months, outpacing the S&P 500’s 12.7% rise.
A number of stocks fell in the afternoon session after competitive pressure from artificial intelligence continued to weigh on the software sector following a Bloomberg report that Anthropic expects its upcoming initial public offering to match or beat the size of SpaceX’s record-setting debut.
Today’s selling in AI cloud is concentrated in the names that ran furthest into the summer, with a fresh financing from one issuer doing most of the damage. Nebius Group (NASDAQ:NBIS) stock is down 4% to $214.80 midday Thursday after pricing a $5 billion convertible note offering overnight. Cloudflare (NYSE:NET) stock is down 3% to ... Nebius Drops 4%, Cloudflare Falls 3%, Snowflake Slips: Are Financing Concerns Sinking AI-Cloud Stocks?
Expensive stocks typically earn their valuations through superior growth rates that other companies simply can’t match. The flip side though is that these lofty expectations make them particularly susceptible to drawdowns when market sentiment shifts.
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