Digital infrastructure has become the nervous system of the modern economy, and defending it may be one of the most durable investments of the decade.
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July 7 - Hedge Funds, News
Cybersecurity has become one of the cleaner growth stories in software because AI is making the threat surface larger.
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July 4 - Hedge Funds, News
Cloudflare, Inc. (NYSE:NET) is one of the best trending AI stocks to watch in 2026. Cloudflare, Inc.
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June 27 - News
On June 23, Andrew Slimmon, Morgan Stanley Investment Management senior portfolio manager, appeared on CNBC's 'Squawk Box' to talk about the latest market trends, ongoing tech...
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June 26 - Hedge Funds, News
On June 24, Dan Skelly, Morgan Stanley Wealth Management, joined 'Closing Bell Overtime' on CNBC to talk about the day's market action.
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June 26 - Hedge Funds, News
The next tech winner may already be trading in plain sight, but investors chasing the quantum computing boom face a critical question: are they buying the future of computing ...
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June 20 - Hedge Funds, News
On June 16, Dan Niles, Niles Investment Management Founder, joined 'The Exchange' on CNBC to discuss Niles' thoughts on the recent rise in AI infrastructure, chip, and memory ...
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June 17 - Hedge Funds, News
On June 12, McKinsey & Company noted that, despite many organizations adopting AI coding tools, only a few are able to capture the full value of these technologies because they...
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June 17 - Hedge Funds, News, Tech
In this article, we will look at the stocks Jim Cramer commented on, as he explained that tech stocks cannot be trusted to lead anymore.
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June 11 - Hedge Funds, News
On June 5, Ed Yardeni, Yardeni Research president, appeared on CNBC’s ‘Power Lunch’ to talk about the equity market selloff, analogs to past market rallies, and much more...
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June 7 - Hedge Funds, News
On May 29, Tom Lee of Fundstrat and Brian Belski of Humilis appeared on CNBC's 'Closing Bell' to talk about the trajectory of the market in the context of recent strong earnings...
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May 31 - Hedge Funds, News
Investor disappointment was visible on April 23, when IBM and ServiceNow plunged despite both beating first-quarter revenue and profit estimates.
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May 30 - Hedge Funds, News
On April 30, all three top cloud providers, AWS, Microsoft Azure, and Google Cloud, surpassed analyst estimates, with Azure posting 40% growth and Google Cloud delivering its ...
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May 19 - Hedge Funds, News
In this article, we will discuss: Jim Cramer Revealed His Big AI Investing Fear & & Discussed These 20 Stocks.
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May 13 - News
In this article, we will look at the stocks on which Jim Cramer shared his take, explaining that dot-com analogies do not hold up for this market.
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May 13 - Hedge Funds, News
On May 1, Chris Harvey, CIBC, joined CNBC's 'Closing Bell' to discuss the surprising speed of the market's recovery, noting that while he expected equities to rise and saw a buying...
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May 6 - Hedge Funds, News
In this article, we will look at the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings.
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May 4 - Hedge Funds, News
Edge computing stocks are drawing more attention as more computing starts moving closer to where data is actually created.
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April 28 - Hedge Funds, News
Cybersecurity stocks are holding up much better than expected amid broader software pessimism triggered by concerns about the artificial intelligence revolution.
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April 7 - Hedge Funds, News
Ten stocks boasted strong gains on Wednesday, with five even hitting new record highs despite a broader market bloodbath, as investors mostly digested potential upsides from the...
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March 18 - Market Movers, News
The markets have not done well lately amid the ongoing geopolitical tensions and economic uncertainties.
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March 18 - Hedge Funds, News
Cloudflare Inc. (NYSE:NET) is one of the best AI stocks to invest in according to billionaires.
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March 15 - News
On March 3, Bill Brennan, the CEO of Credo Technology, appeared on CNBC to discuss the current state of the AI industry and his company’s role within the global infrastructure...
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March 14 - Hedge Funds, News
The market's got these incredible mood swings, so I say let's be careful. That's the best advice I can give you right now.
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March 4 - Hedge Funds, News
Cloudflare, Inc. (NYSE:NET) ranks among the best stocks to buy now for long-term growth. On February 11, Baird raised its price target for Cloudflare, Inc.
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February 28 - News
Stock markets fell on February 23 as President Trump moved ahead with new tariffs on US trading partners, despite a Supreme Court ruling and rising criticism from Americans.
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February 26 - Hedge Funds, News
Cloudflare, Inc. (NYSE:NET) is one of the Unstoppable AI Stocks to Invest In Now.
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February 23 - News
According to Morgan Stanley, AI capabilities are expected to expand at a non-linear pace, even faster than the ability of businesses, consumers, and governments to adopt such...
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February 22 - Hedge Funds, News
Separately, in recent news, NET announced a strategic collaboration with Mastercard Incorporated on February 17.
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February 20 - News
The global metaverse market, driven by AI, AR, blockchain, and VR, is becoming a central component of Web 3.0, blending virtual and physical experiences to create lifelike digital...
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February 19 - Hedge Funds, News
On February 12, Citi analyst Fatima Boolani lifted the firm’s price objective on the company’s stock to $265 from $260, while keeping a “Buy” rating.
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February 17 - News
According to McKinsey, over 95% of enterprise organizations possess a cloud footprint, while the portion of enterprise workloads in public cloud has gone up from 32% in 2018 to...
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February 15 - Hedge Funds, News
Delivering its “best quarter of 2025,” an AI stock on Wall Street’s radar post earnings has been Cloudflare.
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February 14 - News
Goldman Sachs CEO David Solomon said that the recent sharp sell-off in software industry stocks was "a little bit too broad," as he pushed back against growing market anxiety ...
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February 13 - Hedge Funds, Industries, News, Tech
Cloudflare Inc. (NYSE:NET) is one of the best high-growth cybersecurity stocks to buy.
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February 11 - News
Cybersecurity remains the center of attention as more companies shift their operations from on-premises equipment to the cloud.
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February 11 - Hedge Funds, News
On January 29, Michael Sansoterra, Silvant Capital CIO, appeared on a CNBC Television interview to discuss his outlook on the technology sector.
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January 30 - Hedge Funds, News
Cloudflare, Inc. (NYSE:NET) is one of the Best Quantum Computing Stocks to Buy for 2026.
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January 23 - News
On December 30, Peter Levine, a Software Analyst at Evercore ISI, appeared on a CNBC interview to discuss the cybersecurity playbook for 2026.
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January 23 - Hedge Funds, News
Sylvia Jablonski, CEO, CIO & Co-Founder of Defiance ETFs, recently appeared on CNBC Television and highlighted that the investing public is now witnessing real-world use cases...
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January 22 - Hedge Funds, News
According to Deutsche Bank, 2026 is going to be the hardest year for artificial intelligence.
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January 22 - Hedge Funds, Industries, News, Tech
“If you want clean energy, nuclear is the best solution long term.
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January 13 - Hedge Funds, News
Cloudflare Inc. (NYSE:NET) is among the best software infrastructure stocks to buy according to hedge funds.
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January 12 - News
On January 9, Yahoo Finance reported that US stock markets are trading at high valuations.
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January 11 - Hedge Funds, News
An estimated $45 trillion opportunity may emerge in the software application layer as AI infrastructure spending moves up the stack, according to Byron Dieter, Partner at Bessemer...
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January 10 - Hedge Funds, News, Tech
On November 12, Ray Harishankar, IBM Fellow at IBM Research, appeared on a CNBC interview to discuss how quantum computing is quickly transitioning towards daily use.
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December 29 - Hedge Funds, News
The S&P 500 closed at a record high on Tuesday following a wave of economic data signaling firmer growth. US stocks are on track for a third consecutive year of double-digit ...
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December 25 - Hedge Funds, Industries, News, Tech
The AI trade is said to be entering its third phase, which is the application and agentic model phase, in 2026.
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December 19 - Hedge Funds, News
U.S. President Donald Trump announced Monday that the United States will allow Nvidia's H200 processors to be exported to China.
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December 9 - Hedge Funds, Industries, News, Tech
“You should never buy anything if you don't trust enough to buy more on weakness. Trust is how you benefit from stocks these days...
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November 29 - Hedge Funds, News