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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.

Rising Treasury yields, a more aggressive tone from the Fed, and a closely watched Trump-Xi summit in Washington have pulled large-cap U.S. technology growth stocks like Alphabet into the spotlight again, with every speech and headline shifting expectations, risk appetite, and pricing power for tech. Investors hunting for opportunity or looking to avoid future regret are asking which giants could actually benefit from this mix. This article unpacks three stocks from our Large-Cap U.S...

Astera Labs gains momentum as AI data centers scale, with triple-digit growth, repeated earnings beats and rising connectivity demand.

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.

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Triple-digit growth, consecutive earnings beats, and a juicy technical setup back the bull case.

Shares of cloud security and performance company Cloudflare (NYSE:NET) jumped 6.8% 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 S&P 500 Index ($SPX ) (SPY ) is up by +0.61% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.17%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.33%. December E-mini S&P futures (ESZ26 ) are up +0.70%, and December E-mini...

The average brokerage recommendation (ABR) for Cloudflare (NET) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

Cloudflare has delivered very strong share price gains over the past few years, which puts a spotlight on what investors are now paying for each dollar of its sales. With the stock still tied to expectations for its role in internet security and web performance, the key issue is how that price compares with the revenue the business currently generates. Over the past 3 years the stock has returned around 460%, which puts a lot of weight on whether the revenue base can support that kind of...

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.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.11% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.39%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.09%. December E-mini S&P futures (ESZ26 ) are down -0.15%, and December E-mini...

Cloudflare's surging AI-agent traffic, Workers adoption and new monetization tools can help accelerate revenue growth as its market expands.

The round values the data center giant at $30.9 billion.

Cloudflare (NET) reached $333.94 at the closing of the latest trading day, reflecting a +2.86% change compared to its last close.

S&P Global, Cloudflare and Canadian Natural headline today's research, with growth drivers balanced by valuation, execution and market risks.

Zscaler (ZS) has gained 48% in three months, yet trades about 43% below its 52-week high. Near $190 it costs 9.3 times sales, against 3.2 for the S&P 500. The question is which growth that price buys: the 25% reported for fiscal 2026, or the roughly 17% guided for fiscal 2027.

Cloudflare's enterprise demand, AI-driven adoption and raised 2026 outlook support growth, but margin pressure and competition keep risk balanced.

Cloudflare stock is near an entry at 332.22 after hitting an all-time high on Monday. The cybersecurity name is an IBD stock to watch.

Cloudflare (NYSE:NET) introduced new "Disallow AI Training" and AI crawler controls for website owners on 15 September 2026. The tools let site operators block AI training on their content while keeping pages indexable for traditional search engines. Cloudflare set criteria for "Accountable" crawlers and said it is participating in IETF efforts on open AI access standards. Cloudflare's new "Disallow AI Training" controls are only one piece of how AI access governance could affect the...

Cloudflare (NET) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Cloudflare's stronger growth outlook, AI security demand and expanding Zero Trust adoption give NET an edge over CrowdStrike despite its premium valuation.

Cloudflare (NYSE:NET) sees its opportunity in agentic artificial intelligence extending beyond its current growth drivers, with Chief Financial Officer Thomas Seifert saying the company’s network architecture is positioned to support low-latency, secure and distributed AI inference workloads. Speak

Starting the lightning round of the September 9 episode of Mad Money, a caller asked for Jim Cramer’s opinion of Akamai Technologies, Inc. (NASDAQ:AKAM). He replied: Akamai, the cybersecurity company, I think it’s terrific. And by the way, I thought that Cloudflare, NET, that was one of my favorites. The two companies are benefiting from […]

Cloudflare (NET) closed the most recent trading day at $306.53, moving 1.49% from the previous trading session.

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Michael Burry just closed his most prominent AI short, the kind of move that typically sparks a relief rally, yet CoreWeave kept falling. What that silence signals about the real debate gripping the cloud trade right now is worth understanding before Oracle reports tonight.

Cloudflare (NET) demonstrates strong technical momentum, with shares up more than 40% over the past year. Consensus price targets cluster around $350, implying 10% upside from recent levels. Revenue and earnings are projected to grow robustly, but valuation concerns persist as NET remains unprofitable. Analyst sentiment is mixed, with both...

Cloudflare's large-customer gains are fueling revenue growth as rising spending, retention and multi-product adoption strengthen its expansion.

Stocks were down on Thursday as investors watched for stress signs in the bond market as long dated bond yields as oil prices remain elevated .