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CSCO, CRM, PLTR, NET and DDOG are riding AI and big data demand as Wall Street's rally boosts interest in analytics and cloud platforms.

Fastly's Other revenues soar 67% to $8M in 2026 as edge Compute gains from rising AI workloads and LLM-ready features.

Zscaler (NASDAQ: ZS) stock has been on a roller coaster. The stock hit an all-time high of $368 in 2021. Even after a strong rebound recently, it still trades around $175. That means investors who bought near the top are still deep underwater, even as the stock has surged roughly 30% in the past month alone.

ZS' Zero Trust Everywhere drives bigger deals as customers reach 550 at the end of Q2'26 from 130 in the year-ago quarter.

Palantir, Salesforce and other AI-powered software laggards could see strong short-term upside as enterprise AI demand accelerates.

Cloudflare (NYSE:NET) is cutting about 20% of its workforce while shifting to an AI first operating model. The company is rolling out new AI platform products aimed at AI driven efficiencies and AI application development. The moves come alongside record revenue and robust growth figures reported by the company. For investors watching NYSE:NET, this pivot comes at a time when the stock is trading around $201.75 and has gained 28.1% over the past year. Over 3 years, the return is about 3.5x,...

Shares of cloud security and performance company Cloudflare (NYSE:NET) jumped 4.5% in the afternoon session after a robust earnings report and upgraded annual revenue forecast from networking giant Cisco Systems, fueled optimism in the software sector.

The S&P 500 Index ($SPX ) (SPY ) on Monday closed down -0.07%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.32%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.45%. June E-mini S&P futures (ESM26 ) fell -0.12%, and June E-mini Nasdaq futures...

Stainless, a New York-based startup, will wind down all hosted products as part of the acquisition.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.20%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.57%. June E-mini S&P futures (ESM26 ) are down -0.28%, and June E-mini Nasdaq futures...

Cloudflare’s first quarter was marked by substantial year-on-year revenue growth and notable expansion within its largest customer segments, yet the market response was sharply negative. Management pointed to surging demand for AI-powered solutions and the successful onboarding of billion-dollar enterprises, with CEO Matthew Prince highlighting a record pace in adding customers spending over $5 million annually. However, the company’s announcement of a workforce reduction and a shift to an agent

ADSK's cloud expansion, AI push and resilient subscription model support long-term growth despite execution risks and YTD stock weakness.

AI-powered Internet software laggards like PLTR, CRM, TEAM, NET and HUBS offer strong short-term upside as SaaS demand and AI adoption accelerate.

Cloudflare isn't a cheap, smooth ride, but it's quietly evolving into a full-stack artificial intelligence (AI)-era infrastructure platform that the market still hasn't properly priced in.

Jason Calacanis used Block (NYSE:XYZ) as a case study on a recent This Week in Startups episode to argue that AI-driven productivity gains have become a prisoner’s dilemma for every public company CEO. Block cut over 4,000 people in February 2026, taking headcount from over 10,000 to under 6,000. Three months later, the company posted ... Block’s 40% Layoffs Will Drive 62% Earnings Growth: ‘If You Don’t Have Time to Use AI, You Don’t Have a Job’

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.77%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.75%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.73%. June E-mini S&P futures (ESM26 ) rose +0.78%, and June E-mini Nasdaq futures...

We recently published Jim Cramer Revealed His Big AI Investing Fear & Discussed These 20 Stocks. Cloudflare Inc. (NYSE:NET) is one of the stocks discussed by Jim Cramer. Cybersecurity services provider Cloudflare Inc. (NYSE:NET)’s shares are up by 24% over the past year and are down by 4.7% year-to-date. May 8th was an eventful day […]

Cloudflare, Inc. (NYSE:NET) was one of the stocks on which Jim Cramer shared his take, explaining that dot-com analogies do not hold up in this market. When a caller inquired about the stock during the episode, Cramer said: I don’t think, I think it took a hit. Now, stocks are overreacting to everything. I didn’t […]

FSLY sinks nearly 42% after a Q1 beat. Investors eye slower Network Services growth, pricing erosion and rising 2026 infra spend.

This is Cisco's latest layoff in recent years, while the company's chief executive touts record revenue and growth.

Fortinet and Cloudflare could be the major beneficiaries of increased spending once Q-day arrives.

The average of price targets set by Wall Street analysts indicates a potential upside of 27.7% in Cloudflare (NET). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Stock performance snapshot Cloudflare (NET) has drawn investor attention after a recent pullback, with the stock down 3.5% on the day and 23.6% over the past week, while still up over the past month. Over the past 3 months, the stock is slightly lower and year to date it is down about 4.7%. The 1 year total return stands at roughly 24.2% and the 3 year total return is described as very large. See our latest analysis for Cloudflare. The recent 7 day share price decline of 23.6% has cut into...

Shares of cloud security and performance company Cloudflare (NYSE:NET) fell 24.3% in the afternoon session after the company reported mixed first quarter results with high expectations amid a share price run up heading into the prints making it hard for the numbers to impress.

Based on the average brokerage recommendation (ABR), Cloudflare (NET) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

D-Wave Quantum's Q1 loss is narrower than estimates. The company posts record bookings despite a revenue miss, as it expands commercial adoption and quantum initiatives.

Fastly's Q1 revenues increase 20% to a record $173M as edge cloud, security and compute demand surge, while 2026 guidance points to mid-teens growth.

Cloudflare (NYSE:NET) reported a strong first quarter of 2026, with revenue rising 34% year over year to $639.8 million, as executives said demand tied to AI, agentic workloads and its Workers developer platform continued to accelerate. Co-founder and CEO Matthew Prince said the company began the y

Cloudflare (NET) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Cloud security and performance company Cloudflare (NYSE:NET) reported revenue ahead of Wall Street’s expectations in Q1 CY2026, with sales up 33.5% year on year to $639.8 million. The company expects next quarter’s revenue to be around $664.5 million, close to analysts’ estimates. Its non-GAAP profit of $0.25 per share was 7% above analysts’ consensus estimates.