‘SaaSpocalypse’ debate intensifies as software stocks swing wildly
Michael Cannon-Brookes, co-CEO of Atlassian. Scott Mlyn | CNBC The “SaaSpocalypse” was raging this week. Then it got…
Cloudflare Inc (NET) (Q2 2026) Earnings Call Highlights: Record Customer Growth and Agentic AI …
This article first appeared on GuruFocus. Revenue: Total revenue for Q2 2026 was $696.1 million, up 36% year-over-year.…
Jim Cramer says he needs ‘cold hard’ proof that AI is paying off
CNBC’s Jim Cramer said Wednesday that it’s time for companies to prove artificial intelligence is paying off. “I…
One cybersecurity name is repositioning itself as an AI play. How to trade a potential move higher
Cloudflare is breaking out just as investors are beginning to reprice the company as more than a cybersecurity…
Cloudflare stock sinks after earnings, cutting over 20% of employees
A logo of Cloudflare sits outside the company’s house on the opening day of the 55th annual meeting…
Google, Microsoft and Amazon all report cloud beats in earnings
Google Cloud CEO Thomas Kurian speaks at the Google Cloud Next event in San Francisco, April 9, 2019.…
Musk’s xAI sued by Baltimore over Grok deepfake porn
Jonathan Raa | Nurphoto | Getty Images Lawsuits against Elon Musk’s xAI are piling up, with Baltimore becoming…
This cloud stock is cheap and will be an AI winner, says Piper Sandler
Cloudflare will benefit from rising demand for cloud computing services as artificial intelligence adoption booms, priming it for…