MarketPulse
N

$NET

12 articles found
9 positive
0 negative
3 neutral
The Motley FoolThe Motley Fool··Danny Vena, Cpa

Arm Makes Historic Entry Into AI Silicon With New AGI CPU, Lands Meta, OpenAI as Partners

Arm Holdings launches its first physical AI chip, the AGI CPU, with twice the efficiency of x86 rivals. Meta, OpenAI, and Cloudflare are among inaugural customers.
NVDAMETAMSFTAMZNGOOG+7AI infrastructuresemiconductor
BenzingaBenzinga··Usa News Group

Quantum Threat Accelerates: Tech Giants Race to Fortify Global Infrastructure

Tech companies race to deploy quantum-resistant encryption as threats mount. Quantum Secure Encryption, Ciena, and Zscaler advance post-quantum security solutions.
ZSQUBTNETCIENpost-quantum cryptographyData sovereignty
The Motley FoolThe Motley Fool··Emma Newbery

Fed Holds Rates Steady as Markets Tumble on Inflation Surge

U.S. stock indexes fell sharply March 18 as Fed maintained rates and inflation concerns escalated. Oil prices and producer costs rose unexpectedly, pressuring equities.
AMDSNDKMUCOINXOM+3inflationproducer price index
The Motley FoolThe Motley Fool··Geoffrey Seiler

SentinelOne Stock Trades at Deep Discount Despite Strong Growth—Is It a Buy?

SentinelOne stock down 20% despite 20% revenue growth and strong fundamentals. Trading at 4x P/S versus peers at 12-19x, presenting potential value opportunity.
PANWCRWDSNETvaluationrevenue growth
Investing.comInvesting.com··Jeffrey Neal Johnson

SentinelOne Hits $1B Revenue Milestone, But Stock Pullback Defies Strong Fundamentals

SentinelOne crossed $1B revenue and achieved operating profitability, yet stock fell on conservative Q1 guidance. Options traders signal bullish conviction amid potential overreaction.
CRWDSNETprofitabilityrevenue growth
BenzingaBenzinga··Lekha Gupta

SentinelOne Expands Cloudflare Integration Despite Stock Decline

SentinelOne integrates Cloudflare Logpush into its SIEM platform, but shares fell 2.75% amid broader investor concerns over slowing growth and conservative guidance.
SNETBUGIHAKXSWstock declineearnings miss
The Motley FoolThe Motley Fool··Will Healy

Gilder Gagnon Howe Trims Duolingo Position by 15%, Cashing Out $15.7M

Investment firm Gilder Gagnon Howe sold 66,397 $DUOL shares worth $15.65M in Q4 2025, reducing stake by 15% amid broader software sector weakness.
NFLXNVDADUOLSHOPNETprofit-takingsoftware stocks
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··Will Healy

Whetstone Capital Exits Entire monday.com Position Amid SaaS Sector Headwinds

Whetstone Capital fully exits monday.com position worth $15.3M amid SaaS sector decline. Stock down 76.8% as AI competition pressures legacy software platforms.
XYZAMZNGOOGGOOGLMNDY+1stock declineAI disruption
BenzingaBenzinga··Lekha Gupta

Cloudflare and Mastercard Partner on Cybersecurity Solutions for SMBs

Cloudflare and Mastercard partner to provide affordable, enterprise-grade cybersecurity tools for small businesses and critical infrastructure protection.
MANETHACKcritical infrastructurecybersecurity partnership
The Motley FoolThe Motley Fool··Eric Trie

Fastly Surges on Strong Q4 Results and AI Infrastructure Momentum

Fastly surges 13.87% on record Q4 earnings and strong 2026 outlook, driven by AI infrastructure demand and edge computing growth.
AKAMNETFSLYagentic AIcloud infrastructure
Investing.comInvesting.com··Zacks Investment Research

Software Firms With Entrenched Markets Show Resilience Against AI Disruption

Software firms with entrenched markets and high switching costs—like Cloudflare, AppLovin, and MongoDB—show resilience against AI disruption, offering investment opportunities amid sector volatility.
APPNETMDBinfrastructureAI disruption