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Scotiabank Lifts Cloudflare to Sector Outperform With $300 Price Target

The firm says an AI-driven jump in internet traffic routed through Cloudflare Workers could drive revenue upside in the second half of 2026.

Microsoft Shares Drop Sharply as Heavy AI Capex Collides With Record Cloud Growth

CPP Investments Commits ₹7,000 Crore to CtrlS to Build AI‑Ready Hyperscale Data Centres

Berkshire Hathaway More Than Triples Alphabet Stake, Making It One of Its Largest Holdings

MongoDB Posts First GAAP Operating Profit as Market Eyes May 28 Earnings

Baidu’s AI Business Becomes Majority of Core Revenue as Q1 Beat Lifts Shares

IREN Shares Fall After $2 Billion Convertible Plan Tests Nvidia Partnership Rally

Broadcom’s AI Boom Lifts It to $2 Trillion Brush as It Samples New Wi‑Fi 8 Chips

Arista Raises 2026 AI Revenue Target to $3.25 Billion

VivoPower Opens Tenant Bidding for 41.5MW Norway Data Center as Shares Jump 16%

Jefferies Trims Alibaba Target to $212, Reaffirms Buy on AI–Cloud Strategy

AWS Lands Three-Year Prosus Cloud–AI Deal Valued in the Hundreds of Millions

Microsoft Pledges to Cover Data-Center Power as Analysts Trim Targets Before Earnings

Cantor Cuts Amazon Price Target as Street Sees AWS AI-Led Reacceleration in 2026

Wedbush Sees $25 Billion AI Boost for Microsoft as Copilot Deployments Scale

Amazon to Cut 370 Jobs at Luxembourg HQ After EU Talks

Alphabet Rally Propels Larry Page to No. 2 as Sergey Brin Passes Larry Ellison

Arista Networks Drops Roughly 23% After Q3 Beat as Margin Signals Curb Enthusiasm

Gemini 3-Fueled Alphabet Rally Briefly Puts Larry Page at No. 3 on Rich List

CoreWeave Shares Drop Nearly 30% After Cutting 2025 Revenue Outlook to $5.1 Billion