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CoinCentral
coincentral.com > cathie-wood-dumps-amd-and-tempus-ai-bets-on-broadcom-cerebras-and-veracyte

Cathie Wood Dumps AMD and Tempus AI, Bets on Broadcom, Cerebras and Veracyte

2+ hour, 26+ min ago   (408+ words) Cathie Wood’s ARK Invest has been reshaping its portfolio this week, selling off millions in technology stocks while picking up new positions in biotech and AI chips. The biggest move came Wednesday when ARK sold 37,977 shares of Advanced Micro Devices,…...

CoinCentral
coincentral.com > cloudflare-net-stock-drops-3-after-layoffs-despite-blowout-earnings

Cloudflare (NET) Stock Drops 3% After Layoffs Despite Blowout Earnings

3+ mon, 2+ week ago   (488+ words) Cloudflare posted its strongest quarterly revenue on record on May 7, but the stock slid 3.3% to open at $187.23 as investors digested a major workforce restructuring announced alongside the results. Q1 2026 revenue came in at $639.8 million, up 33.5% year-over-year and well above the company’s…...

CoinCentral
coincentral.com > cloudflare-net-stock-falls-as-ai-layoffs-overshadow-strong-q1-earnings

Cloudflare (NET) Stock: Falls as AI Layoffs Overshadow Strong Q1 Earnings

3+ mon, 2+ week ago   (463+ words) Cloudflare (NET) stock dropped sharply after the company announced major job cuts despite stronger first-quarter results. The stock traded at $194.36, down 24.31%, after a steep one-day selloff. The fall reflected market concern over AI-led restructuring and softer near-term revenue guidance. Cloudflare…...

CoinCentral
coincentral.com > cloudflare-net-stock-climbs-ai-layoffs-lean-growth-model

Cloudflare (NET) Stock; Climbs as Layoffs Signal Shift Toward Leaner AI-Powered Growth Model

3+ mon, 2+ week ago   (549+ words) Cloudflare (NET) shares moved higher after the company announced a major restructuring plan that includes cutting about 20% of its global workforce. The decision, affecting more than 1,100 employees, comes as the firm responds to softer-than-expected revenue guidance for the second quarter…...

CoinCentral
coincentral.com > cloudflare-net-stock-jumps-5-as-piper-sandler-says-buy-the-dip

Cloudflare (NET) Stock Jumps 5% as Piper Sandler Says Buy the Dip

4+ mon, 1+ week ago   (453+ words) Piper Sandler upgraded Cloudflare (NET) to Overweight from Neutral on Wednesday, sending the stock up roughly 5% during afternoon trading. The firm set a price target of $222, implying around 24% upside from the current level of $178.65. The upgrade follows a rough stretch…...

CoinCentral
coincentral.com > mizuho-top-software-stocks-2026-cloudflare-servicenow-and-atlassian-rated-outperform-before-q1-earnings

Mizuho Top Software Stocks 2026: Cloudflare, ServiceNow, and Atlassian Rated Outperform Before Q1 Earnings

4+ mon, 1+ week ago   (438+ words) Mizuho analysts have picked Cloudflare, ServiceNow, and Atlassian as their top software stocks to watch going into the first-quarter earnings season. The bank says its industry checks show solid consumption and AI adoption trends, even as valuations across the software…...

CoinCentral
coincentral.com > cloudflare-net-stock-drops-8-6-after-ceo-sells-33m-in-stock

Cloudflare (NET) Stock Drops 8.6% After CEO Sells $33M in Stock

4+ mon, 2+ week ago   (546+ words) Cloudflare stock dropped sharply on April 10, falling 8.6% to $187.96 after several negative catalysts converged on the same trading day. The sell-off was triggered by a mix of macro fears, insider selling, and fresh AI competition concerns — a rough combination for any…...

CoinCentral
coincentral.com > morgan-stanleys-top-cybersecurity-picks-microsoft-palo-alto-crowdstrike-lead

Morgan Stanley's Top Cybersecurity Picks - Microsoft, Palo Alto, CrowdStrike Lead

4+ mon, 4+ week ago   (414+ words) Cybersecurity stocks fell sharply on Friday after Fortune reported that Anthropic is testing a new AI model called Mythos. The report, citing a publicly accessible draft blog post, described Mythos as Anthropic’s most powerful model yet, with advanced cyber capabilities…...

CoinCentral
coincentral.com > 5-stocks-the-market-may-be-underestimating-right-now-cloudflare-mercadolibre-nu-holdings-lead

5 Stocks the Market May Be Underestimating Right Now - Cloudflare, MercadoLibre, Nu Holdings Lead

5+ mon, 21+ hour ago   (527+ words) Five growth stocks — Cloudflare, Duolingo, MercadoLibre, Nu Holdings, and Axon — may be undervalued based on their future earnings potential, not just where they stand today. Investors who focus only on current earnings can miss companies that are quietly expanding their…...

CoinCentral
coincentral.com > cloudflare-net-stock-pops-7-while-ceo-quietly-cashes-out-30-million

Cloudflare (NET) Stock Pops 7% While CEO Quietly Cashes Out $30 Million

5+ mon, 1+ week ago   (425+ words) Cloudflare (NET) stock climbed 6.60% on March 18, 2026, closing at $225.48. The move pushed its market cap to around $74–79 billion. The rally came on the back of two notable catalysts. First, Cloudflare deepened its partnership with SentinelOne, integrating Cloudflare Logpush telemetry into SentinelOne’s…...