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Analyzing OKTA's Technical Stumble Ahead of Earnings
Youtube· 2025-12-02 21:00
to market on close. Octto will be in focus after the bell as it will report its earnings for the third quarter. Expectations are for adjusted EPS of 75 cents on revenue of $730 million.It's been a roller coaster year for Octa. It hit a 52- week high back in May. Shares have fallen 36% since then.Oppenheimer believes that it exited the quarter with steady demand and sees a positively biased riskreward as they head into earnings. Now, it's time for Options Corner. Of course, our focus in advance of this repor ...
Cloudflare Stock Pops on Brand-New "Overweight" Rating
Schaeffers Investment Research· 2025-12-02 16:41
Core Viewpoint - Cloudflare Inc (NYSE:NET) stock has seen a positive movement following Barclays' initiation of coverage with an "overweight" rating and a price target of $235, driven by factors such as increased cloud computing adoption, cybersecurity needs, and advancements in AI [1] Group 1: Stock Performance - Cloudflare's stock is currently up 4.4% at $205.92 after Barclays' coverage initiation [1] - The stock has experienced a significant pullback from its record high of $260 on November 3, finding support at the $180 level, which aligns with its ascending 180-day moving average [3] - The stock is up 90.4% in 2025, indicating a strong recovery trend [3] Group 2: Analyst Ratings - Among 36 analysts covering Cloudflare, 20 have a "buy" or better rating, while 16 have a "hold" or worse rating [2] - The 12-month consensus price target for Cloudflare is $239.21, representing a 17.6% premium to current stock levels [2] Group 3: Options Market - Options trading appears favorable for Cloudflare, with a Schaeffer's Volatility Index (SVI) of 53% ranking in the 24th percentile of its annual range, suggesting low volatility expectations from options traders [4]
Akamai Technologies' Strategic Moves in Cybersecurity and Cloud Computing
Financial Modeling Prep· 2025-12-02 06:04
Core Insights - Akamai Technologies is a key player in the cybersecurity and cloud computing sectors, known for its global platform supporting edge computing, competing with companies like Cloudflare and Amazon Web Services [1] Company Developments - Akamai announced the acquisition of Fermyon, a company specializing in serverless WebAssembly, which is expected to enhance its edge computing capabilities [3] - The acquisition aligns with Akamai's strategy to expand computing capabilities from core data centers to the edge of the internet, particularly as AI inference shifts towards edge solutions [5] Insider Transactions - On December 1, 2025, Sundaram Mani, Akamai's Executive Vice President and General Manager of Security, sold 10,438 shares at approximately $89.25 per share, leaving him with 13,550 shares, which may influence investor sentiment [2] Stock Performance - Akamai's stock is currently priced at $87.71, reflecting a decrease of 2.02% or $1.81 for the day, with a trading range between $87.55 and $89.43 [4] - Over the past year, the stock has fluctuated between a high of $103.75 and a low of $67.51, with a market capitalization of approximately $12.62 billion [4]
Lightning Round: Cloudflare is a buy right now, says Jim Cramer
CNBC Television· 2025-11-26 00:57
Listen up, folks. The clock is ticking and I'm serious. If you want to learn how to manage your money like a pro, you need to be in the CBC Investing Club.The special offer to join my team and see exactly how we trade ends any minute. Open your phone, scan the code, or go to cnbc. com/cramer club before it's too late.I'm saving a seat for you. And now it is time. It's time for the light mouth going by the horse.Once it's done and then the lightning round is over. Are you ready for the light round start with ...
X @ShapeShift
ShapeShift· 2025-11-22 15:44
Last week was a reminder: where you trade matters.Choose the platform that stayed up.Choose ShapeShift. 🦊𝔄𝔯𝔠𝔥𝔦𝔬𝔫𝔠𝔥𝔞𝔦𝔫 (@Archibong22):Cloudflare experienced a major outage this week, taking many platforms offline, including Uniswap and THORswap.🦊 @ShapeShift stayed fully online traders kept swapping without interruption.Resilience built on decentralization matters when the wider internet struggles. https://t.co/8cWBUglRok ...
X @Nick Szabo
Nick Szabo· 2025-11-22 06:22
Infrastructure & Decentralization - Cloudflare 全球宕机事件将去中心化从加密货币叙事转变为业务连续性问题 [1] - 基础设施故障推动了机构对话的转变,而非意识形态 [1] Institutional Investment - 机构对话的转变是通过基础设施故障实现的 [1]
X @ShapeShift
ShapeShift· 2025-11-20 15:00
Cloudfare outage KO your swapper?Couldn't be us.We stayed up the whole round. 🥊Alpha.rwa | Adi (@alphacyl):How ShapeShift Stayed Online During the Cloudflare Outage A Real Test of Infrastructure StrengthOn November 19, the crypto industry quietly went through one of its most revealing stress tests of the year. A major Cloudflare outage temporarily knocked several leading platforms https://t.co/VrdP3InS2T ...
Ramsey Theory Group CEO Dan Herbatschek Shares Six Ways to Prevent Latent Bugs from Crashing Bot Mitigation Systems Following Cloudflare's November 18 Incident
Globenewswire· 2025-11-20 12:50
Core Insights - The recent Cloudflare outage highlights the operational risk posed by latent defects in core services, particularly during routine configuration changes [2][3] - Organizations are urged to enhance their configuration governance and resilience planning to prevent similar disruptions in the future [1][11] Group 1: Incident Overview - On November 18, Cloudflare experienced a significant outage due to a configuration update that revealed a dormant defect in its bot mitigation service, leading to degraded performance across multiple regions [2] - The outage affected major digital platforms, disrupting access to various consumer and enterprise services globally [2] Group 2: Recommendations for Businesses - **Treat Bot Mitigation as Tier-Zero Infrastructure**: Bot mitigation and related services should be considered core systems, with appropriate service level objectives (SLOs) and executive oversight [4] - **Require Staged Rollouts for All Configuration Changes**: Implement gradual deployment strategies to minimize risk, utilizing canary regions and rollback triggers [5] - **Establish Production-Mirroring Pre-Prod Environments**: Create pre-production environments that accurately reflect real-world conditions to test configuration updates [6] - **Enhance Observability Around Configuration Events**: Improve tracking of configuration changes to enable quick responses to issues [7] - **Architect for Graceful Degradation**: Design systems to handle failures gracefully, ensuring fallback options are available [8] - **Strengthen Change Management and Post-Incident Learning**: Implement peer reviews and conduct blameless post-mortems to learn from incidents [9] Group 3: Questions for Security Providers - Organizations should inquire about the staging and testing processes for bot mitigation updates, automated safeguards against configuration changes causing outages, and rollback protocols for latent bugs [10][13] - Emphasis is placed on the importance of resilience, which cannot be outsourced, as customers will not differentiate between vendor outages and the organization's own [11]
X @Cointelegraph
Cointelegraph· 2025-11-20 09:30
🔥 INSIGHT: Cloudflare outage took down a huge chunk of the internet, including major crypto platforms.A reminder of how much Web3 still depends on Web2 infrastructure. https://t.co/llhRTvgSqh ...
X @Wu Blockchain
Wu Blockchain· 2025-11-20 07:14
Cloudflare's large-scale outage temporarily disrupted ~20% of global internet traffic, briefly taking multiple crypto platforms (Blockchain com, Coinbase, Ledger, BitMEX, Toncoin, Arbiscan, DeFiLlama, etc.) offline. EthStorage said the incident underscores the need for end-to-end decentralization—extending beyond L1 consensus to RPC, DNS, API, indexing, and storage—and urged teams to phase out centralized dependencies. Vitalik Buterin's recent "Trustless Manifesto" likewise cautions against sacrificing dece ...