Yahoo Finance • 3 days ago

Cathie Wood's Firm Launches New ETF; Buys Broadcom, Rocket Lab, Cloudflare

Cathie Wood's ARK Invest launched a new autocallable ETF that tracks the firm's other funds, which hold stocks like Tesla, Palantir and AMD. Continue Reading... Full story

Yahoo Finance • 3 days ago

Nebius Drops 4%, Cloudflare Falls 3%, Snowflake Slips: Are Financing Concerns Sinking AI-Cloud Stocks?

Quick Read Nebius (NBIS) sank 4% after pricing a $5B convertible note overnight, dragging Cloudflare (NET) down 3% on dilution read-through fears. CoreWeave (CRWV) held near its range despite a similar capital-intensive model, confirming... Full story

Yahoo Finance • 4 days ago

Q2 Earnings Roundup: Akamai (NASDAQ:AKAM) And The Rest Of The Content Delivery Segment

Q2 Earnings Roundup: Akamai (NASDAQ:AKAM) And The Rest Of The Content Delivery Segment Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let's have a look at Akamai (NASDAQ:AKAM) an... Full story

Yahoo Finance • 4 days ago

Software Companies' Second-Quarter Beat Rate Accelerates Sequentially, RBC Says

Software companies' revenue and earnings beat rates accelerated sequentially in the second quarter, PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium... Full story

Yahoo Finance • 5 days ago

Enterprise Networking Market Surges to $193.77 billion at a CAGR 9.2% by 2030 | Report by MarketsandMarkets™

MarketsandMarkets Research Pvt. Ltd. Delray Beach, FL , Aug. 19, 2026 (GLOBE NEWSWIRE) -- According to MarketsandMarkets™, the Enterprise Networking Market is projected to grow from USD 124.59 billion in 2025 to USD 193.77 billion by 2030... Full story

Yahoo Finance • 6 days ago

Cloudflare (NET) Stock May Look Stretched As AI Growth Lifts Outlook

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Cloudflare stock has delivered a very large 3 year return, yet the valuation checks currently lean... Full story

Yahoo Finance • 6 days ago

Anthropic Projects $200 Billion of Revenue by 2028

This article first appeared on GuruFocus. Anthropic is projecting 2028 revenue of roughly $190 billion to $200 billion, according to two people familiar with the company's financials. That compares with the $47 billion run rate Anthropic... Full story

Yahoo Finance • 6 days ago

Cathie Wood Pours $27 Million Into Major AI Stock

This article first appeared on GuruFocus. Cathie Wood's Ark Invest made another aggressive rotation toward artificial intelligence last week, adding nearly $30 million of Cloudflare (NYSE:NET) and $27 million of Nvidia (NASDAQ:NVDA) while... Full story

Yahoo Finance • 6 days ago

Anthropic’s $2 trillion IPO dream rests on staggering revenue bet

The artificial-intelligence boom is about to face one of its largest tests of valuations. Anthropic, the company behind the Claude AI models, is projecting roughly$190 billion to $200 billion in revenue for 2028, according to Reuters, cit... Full story

Yahoo Finance • 7 days ago

SaaSpocalypse Defied: Atlassian and Cloudflare Push Back Against Enterprise Tech Fears

After a torturous series of mixed-to-poor tech earnings that shook software values, fears over AI disruption and slowing enterprise software demand, dubbed the "SaaSpocalypse" at Wall Street, hit a fever pitch. Disappointing outlooks and p... Full story

Yahoo Finance • 8 days ago

Intuit, MongoDB, Cloudflare, Palantir Technologies, and The Trade Desk Shares Are Soaring, What You Need To Know

Intuit, MongoDB, Cloudflare, Palantir Technologies, and The Trade Desk Shares Are Soaring, What You Need To Know What Happened? A number of stocks jumped in the afternoon session after the Bureau of Labor Statistics reported that the Jul... Full story

Yahoo Finance • 9 days ago

Anthropic Expects Mind-Blowing $200 Billion Revenue in 2028 as IPO Looms

Quick Read Anthropic bankers are pricing a $2 trillion IPO off projected 2028 revenue of $200 billion, skipping three years of actual results entirely. Anthropic's revenue surged from $9 billion to $47 billion in just five months, the ten... Full story

Yahoo Finance • 9 days ago

Cathie Wood sells $11.6 million of surging tech stock

Cathie Wood, chief of Ark Investment Management, often locks in gains when her favorite tech stocks surge. That's what she's doing with Palantir Technologies (PLTR), trimming her position after the stock jumped more than 30% over the past... Full story

Yahoo Finance • 9 days ago

Druckenmiller loads up on Amazon and AMD while dumping some chipmakers, 13F shows

Investing.com -- Stanley Druckenmiller's Duquesne Family Office executed a dramatic reshuffling of its portfolio during the latest quarter, highlighted by a massive rotation back into mega-cap technology and a decisive exit from several le... Full story

Yahoo Finance • 11 days ago

Trump signs memo enlisting private sector in cyber operations against foreign crime groups

janiecbros/E+ via Getty Images U.S. President Donald Trump signed a national security presidential memorandum on Wednesday to enlist the private sector to help federal law enforcement conduct cyber-offensive operations against foreign cri... Full story

Yahoo Finance • 11 days ago

This Bullish Trade Cuts The Price Tag On Access To Highflying Cloudflare Stock

Enterprise software maker Cloudflare is a highly rated stock that continues to show incredible strength. Investors who think Cloudflare stock will continue to rally and don't want to risk significant capital can use long call options rath... Full story

Yahoo Finance • 11 days ago

SpaceX jumps after releasing Grok 4.6, which focuses on visual work

Robert Way/iStock Editorial via Getty Images Elon Musk's SpaceX (SPCX [https://seekingalpha.com/symbol/SPCX]) released Grok 4.6, a new frontier model focused on long-running agents and visual work, on Wednesday. Shares of the stock jumpe... Full story

Yahoo Finance • 12 days ago

NET Q2 Deep Dive: Agentic AI and Developer Platform Drive Growth, Margins Steady

NET Q2 Deep Dive: Agentic AI and Developer Platform Drive Growth, Margins Steady Cloud security and performance company Cloudflare (NYSE:NET) reported Q2 CY2026 results exceeding the market's revenue expectations , with sales up 35.9% yea... Full story

Yahoo Finance • 12 days ago

Stocks Finish Lower as Soaring Crude Prices Spur Inflation Fears

The S&P 500 Index ($SPX) (SPY) closed down -0.06% on Monday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.11%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.34%.  September E-mini S&P futures (ESU26) fell -0.07%, a... Full story

Yahoo Finance • 12 days ago

Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought

After her legendary returns in 2020 and bouncing back to trounce the market again in 2025, Cathie Wood is hoping that it doesn't take another four years before her next victory lap. The founder, CEO, and chief investment officer at Ark Inv... Full story