Cloudflare stock surged on an upbeat outlook. Its services are in high demand as AI drives an increasing amount of internet traffic. ...

Cloudflare Inc. (NYSE:NET) reported better-than-expected fourth-quarter financial results and issued FY26 sales guidance above estimates on Tuesday.Cloudflare reported quarterly earnings of 28 cents per share which beat the analyst consensus estimate of 27 cents per share. The company reported quarterly sales of $614.507 million which beat the analyst consensus estimate of $591.276 million.The company said it sees full-year 2026 revenue in the range of $2.79 billion to $2.80 billion versus estimates of $2.7 ...

NEW YORK, Feb. 11, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against CoreWeave, Inc. (NASDAQ:CRWV) and certain of the Company’s senior executives for securities fraud after significant stock drops resulting from the potential violations of the federal securities laws. If you invested in CoreWeave, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/coreweave-inc-class-action-l ...

Core Insights - Cloudflare Inc. reported fourth-quarter results that exceeded Wall Street expectations, driven by increased demand for artificial intelligence [1] - The company’s revenue for the fourth quarter was $614.51 million, surpassing analyst estimates of $591.28 million, with adjusted earnings of 28 cents per share, beating the consensus estimate of 27 cents [1] Financial Performance - Total revenue increased by 34% year-over-year [2] - The company recorded an operating loss of $49.2 million but achieved adjusted operating income of $89.6 million [2] - Free cash flow for the quarter was $99.4 million [2] Future Guidance - For Q1 2026, Cloudflare expects revenue between $620 million and $621 million, exceeding the Street's estimate of $613.93 million, but projects adjusted EPS of 23 cents, below the consensus of 25 cents [3] - Full-year 2026 revenue guidance is set at $2.79 billion to $2.80 billion, above analyst expectations of $2.74 billion, with projected adjusted EPS of $1.11 to $1.12 compared to estimates of $1.21 [3] Technical Analysis - Cloudflare's stock is trading approximately 14% above its 20-day simple moving average (SMA) and just 0.1% below its 100-day SMA, indicating strong short-term momentum and maintaining longer-term strength [4] - Over the past 12 months, shares have increased by 4.31%, positioning the stock closer to its 52-week highs, suggesting a bullish trend [4] Momentum Indicators - The Relative Strength Index (RSI) is at 48.92, indicating neutral momentum, while the MACD is above its signal line, suggesting bullish conditions [5] - The combination of neutral RSI and bullish MACD indicates mixed momentum, suggesting potential for further upward movement [5] Analyst Consensus - The stock carries a Buy Rating with an average price target of $217.03 [7] - Recent analyst actions include a 14.38% increase in shares during premarket trading, reaching $205.86 [7] - Key resistance is identified at $218.50 and key support at $191.00 [7]

Core Insights - The article discusses the rapid development of artificial intelligence (AI) technology and its implications for various industries, particularly focusing on investment opportunities and market trends in AI-related companies [3]. Group 1: Financial Sector Impact - The launch of a new AI tool by Altruist Corp. for tax strategy formulation has raised concerns about the future of traditional wealth management firms, leading to significant stock declines. Notable drops include Charles Schwab down 8.1%, Raymond James Financial down 8.5%, LPL Financial down 8.4%, and Stifel Financial down 7.2% [5]. Group 2: AI Investment and Growth - Blackstone Group is increasing its investment in AI company Anthropic PBC, raising its stake to approximately $1 billion. The investment includes $200 million in a current funding round, valuing Anthropic at $350 billion, with the company potentially doubling its initial funding target of $10 billion due to strong investor demand [6]. - Alibaba Cloud's market share in China's cloud market has grown from 34% to 36%, maintaining its leading position for three consecutive quarters. AI is identified as a key driver for new demand in cloud infrastructure services, with Alibaba's AI-related product revenue experiencing triple-digit year-over-year growth for nine consecutive quarters [8]. Group 3: Strategic Partnerships - Alibaba Qianwen and Fliggy have announced AI collaborations with over 40 global travel brands, providing exclusive subsidies and value-added benefits to users of their AI applications. Partner brands include major airlines and hotel chains, enhancing the travel experience through AI integration [9]. Group 4: Corporate Financial Activities - Alphabet Inc. (Google's parent company) is set to raise nearly $32 billion through bond issuance, breaking records with strong demand, including over $100 billion in subscriptions for its dollar bonds and nearly ten times the subscription for its £1 billion century bond [11]. - Amazon disclosed a 5.3% stake in electric aviation company Beta Technologies, holding approximately 11.8 million shares. This investment aligns with Amazon's focus on climate initiatives, although Beta's stock has seen a 51% decline over the past three months [12]. Group 5: Leadership Changes - Tesla has appointed Joe Ward, the head of its European operations, to oversee global electric vehicle sales, marking a significant leadership change as the company navigates challenges in its automotive business [13].

格隆汇2月11日丨数盟资本(08375.HK)公告，公司于阿拉伯联合酋长国迪拜酋长国注册成立间接全资附 属公司New World Resources Trading–FZCO已于2026年2月11日日与智云旷士有限公司("智云旷士")(为智 云国际控股有限公司(其股份于联交所GEM上市，股份代号：8521)("智云")直接全资附属公司)订立合作 框架协议，以建立有关采购及供应云端运算及互联网流量服务的战略合作框架。 董事会认为，战略合作标志着双方迈出重要一步，并将透过凭藉彼等各自于数码化科技领域的优势，促 进集团及智云各自业务的发展。尤其而言，预期战略合作将使集团得以在更优惠的商业条款下确保运算 能力与互联网流量服务的稳定供应，从而提升集团所提供软件即服务("SaaS")解决方案的一致性、质素 及竞争力，同时降低整体成本，以支持其新SaaS解决方案业务的长期发展。据此，董事会认为，战略合 作符合公司及其股东的整体利益。 根据协议，New World Resources与智云旷士已协定(其中包括)：(a)New World Resources应在符合进一步 协议的前提下，按优先基准向智云旷士采购云端运算及互联网 ...

Core Insights - Huawei Cloud officially launched "CodeArts," an AI-powered coding assistant, in January 2023, which integrates IDE, autonomous development mode, and code library indexing capabilities, currently in public beta for 10,000 users [1][8] - The personal version of "CodeArts" is available for free to developers, while the enterprise version will be announced later [1][8] - The product utilizes GLM-4.7 and DeepSeek-V3.2 models and supports JetBrains series and Visual Studio Code IDEs [1][8] Product Features - "CodeArts" combines essential programming capabilities such as project-level code generation, code continuation, research knowledge Q&A, and unit test case generation, significantly enhancing developer productivity and providing a high-quality coding experience [2][9] - The tool allows users to input requirements, enabling the AI to generate code directly [3][11] Copyright and Usage - Huawei Cloud states that the copyright of the code generated by the AI belongs to the user, emphasizing that "CodeArts" functions as a tool that responds to user inputs without creative autonomy [5][13]

Core Insights - The article discusses the investment potential of DOCN, highlighting a beneficial long position in its shares by the analyst [1]. Group 1 - The analyst expresses a personal opinion on DOCN's stock without receiving compensation from the company [1]. - There is an emphasis on the uncertainty of financial predictions and projections made by analysts [2]. - The article clarifies that past performance does not guarantee future results, and no specific investment advice is provided [3].

Core Viewpoint - Tuya Inc. will report its unaudited fourth quarter and preliminary fiscal year 2025 financial results on March 2, 2026, after market close, followed by a conference call to discuss the results [1]. Company Overview - Tuya Inc. is a global leading AI cloud platform service provider, focused on building an AI developer ecosystem and enabling smart solutions [1]. - The company offers a purpose-built AI cloud platform with capabilities in cloud and generative AI, providing a full suite of services including Platform-as-a-Service (PaaS), Software-as-a-Service (SaaS), and smart solutions for developers [1]. - Tuya has established a vibrant global developer community that includes brands, OEMs, AI agents, system integrators, and independent software vendors, all working towards a smart solutions ecosystem that emphasizes green and low-carbon principles, security, high efficiency, agility, and openness [1]. Financial Reporting - The financial results will be reported after market close on March 2, 2026, with a conference call scheduled for 07:30 PM Eastern Time on the same day [1]. - Participants must register online to receive dial-in information and a unique PIN for the conference call [1].

消息面上，Cloudflare公布去年第四季度业绩，营收同比增长33.6%至6.145亿美元，超过分析师预期的 5.913亿美元；调整后每股收益为0.28美元，略超过分析师预期的0.27美元；毛利润同比增长28.8%至 4.526亿美元，毛利率为73.6%。随着各行各业竞相整合人工智能，带动云计算需求上升，企业将支出优 先用于数字基础设施。 云计算服务公司Cloudflare(NET.US)盘前大涨近15%，报206.94美元。 展望今年首季，Cloudflare预计营收将在6.2亿至6.21亿美元之间，高于分析师预期的6.139亿美元。对于 今年全年，Cloudflare预计营收将在27.9亿至28亿美元之间，亦高于预期的27.4亿美元。(格隆汇) ...