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The Motley FoolThe Motley Fool··Robert Izquierdo

Three Under-the-Radar AI Infrastructure Plays Drawing Investor Scrutiny in March

Three lesser-known AI infrastructure companies—CoreWeave, TTM Technologies, and Fastly—show strong growth but uneven profitability. Only TTM is profitable; CoreWeave faces high debt while Fastly reduces losses.
NVDAGOOGGOOGLCRWVTTMI+1data centersAI infrastructure
The Motley FoolThe Motley Fool··Jack Delaney

Cloudflare's 16% Plunge Tests Investor Faith in Growth Story

$NET drops 16% on profit-taking despite 30% revenue growth and record $42.5M contract. High valuation raises questions amid widening losses.
NETagentic AIcloud computing
The Motley FoolThe Motley Fool··Joe Tenebruso

Fastly Shares Surge on Strong Q4 Results and AI Growth Outlook

Fastly shares surge 72% after beating Q4 expectations with strong revenue growth and AI infrastructure demand. Company projects 14% revenue growth in 2026 driven by AI workloads.
FSLYagentic AIrevenue growth