"We believe 2025 could be a breakout year for Cloudflare," Fodderwala wrote in a recent note. He supported that prediction by highlighting the convergence of several tailwinds for the company, ...

Amazon’s lackluster outlook for FY25 and as-expected growth in its cloud services business may have spooked investors, but Wall Street analysts see the 4% drop in the share price as a buying ...

Investing.com -- Growing capital expenditures (capex) for cloud infrastructure are expected to “bolster the bull case for AI/cloud capex stocks,” according to Morgan Stanley (NYSE: MS) analysts.

S&P 500 E-Mini futures (ESH25) are trending down -0.03% this morning as investors looked ahead to the U.S. jobs report, which ...