$NET

Rackspace surges 56% after announcing AMD AI infrastructure partnership and posting Q1 profitability return with 2% revenue growth to $678 million.

Nasdaq surges 1.7% to record highs on strong jobs data and AI demand; Micron jumps 16%, while Cloudflare and HubSpot plunge on disappointing results.

Nasdaq hits 29,000 as strong jobs data and semiconductor strength drive markets to records, though software stocks tumble on weak guidance.

US stocks rose after April jobless report beat forecasts with 115k positions added. Unemployment held at 4.3% as wage growth moderated amid easing Middle East tensions.

Stock futures rise Friday as Trump downplays Iran military exchange; tech stocks lead gains with mixed earnings. Markets await April jobs data and June Fed decision.

Fastly shares plunged 38% to $19.50 after posting record Q1 results, as slowing core services growth disappointed investors despite raised 2026 guidance.

Seven major AI stocks face double-digit post-earnings moves this week, with options markets pricing volatility of 10-15% ahead of results.

Cloud infrastructure companies like $NET and $AKAM positioned as AI deployment shifts from training chips to real-world autonomous agents, offering growth and stability.

Anthropic's Claude Mythos AI triggers cybersecurity spending surge. CrowdStrike, Cloudflare, Rubrik positioned to gain from compressed vulnerability timelines.

Cloudflare rallies 8.92% as it expands Agent Cloud platform with new AI developer tools and GoDaddy partnership, signaling major AI-first strategic shift.

Anthropic's Project Glasswing announcement triggered a 13% cybersecurity sector crash, though the initiative actually benefits major partners like $CrowdStrike and $PANW while excluding competitors.

SaaS stocks rebounded Monday after AI concerns sparked selling. Analyst Dan Ives calls decline 'overdone,' predicting AI will expand software budgets as deployments scale.

Five stocks from software, cybersecurity, healthcare, and telecom sectors maintain strength amid broader selloff, backed by solid earnings growth and operational discipline.

Cybersecurity spending poised for explosive growth at $240B by 2026, with AI-related security spending accelerating 3-4x faster, offering overlooked growth opportunities.

Cloudflare ($NET) shows resilience amid tech selloffs, offering potential AI infrastructure exposure at reasonable valuations.

Arm Holdings launches Arm AGI CPU for AI data centers, targeting $25B revenue by 2031 with potential 318% stock upside if targets achieved.

Arm launches AGI CPU, a 136-core AI processor with Meta as lead partner, shifting from licensing to direct chip manufacturing with projected $15B revenue by 2031.

UK-based Conflux Capital launches mobile app enabling one-click arbitrage for BTC, ETH, XRP, DOGE. Claims 3M users across 195 countries.

Arm Holdings surges 16% unveiling AI-focused CPU projected to generate $15 billion revenue by 2031, with major tech firms committed to evaluation and deployment.

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.