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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.

Oracle is selling off hard while the cloud sector barely flinches, and its own AI infrastructure rivals are sitting nearly flat. Something specific is hitting this stock, and the capital math behind Oracle's record growth tells a complicated story.

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 […]

Larry Ellison just canceled a plan to sell billions in Oracle stock, but the market is punishing shares anyway as a surprise cost disclosure threatens to overpower what should have been a bullish insider signal.

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 […]

A global bond selloff that lifted the 10-year Treasury yield to a recent high is landing hardest on balance sheets carrying the heaviest debt-funded AI capital expenditure. Oracle (NYSE:ORCL) sits at the front of that queue, and its stock is repricing on the higher cost of the borrowing that funds its buildout. Oracle stock is […]

Credit markets are quietly repricing the AI infrastructure boom, and the pain is landing hardest on a handful of heavily levered names whose borrowing costs just hit levels that historically signal serious distress.