Notícias

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.

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...

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 […]

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.

Check out the companies making headlines yesterday:

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, […]

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.

It wasn't just Nasdaq today. A handful of large stocks also closed at their highest levels ever. Here are some notable names with market caps above $10 billion that are sitting at all-time highs today.

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.

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...

Key TakeawaysCloudflare’s Q2 beat and reaccelerating growth (36% revenue growth, 120% net dollar retention, record large customer adds) pushed NET stock to new highs, but the market has already paid up: NTM EV/Revenue sits at 35. 17x, just below its all-time high of 36.

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.

The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital, and those that can maintain this trifecta year in and year out often become the legends of the investing world.

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 (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.

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.

A number of stocks jumped in the afternoon session after shares of enterprise software and SaaS companies rallied broadly as investors rotated capital out of semiconductor and AI-hardware stocks following calls for an artificial intelligence development slowdown.