云服务提供商Cloudflare(NET.US)盘前跌近6%报193美元。消息面上，Cloudflare疑似面临大规模服务中 断，同时故障监测网站Down Detector也出现宕机情况。此外，据SolanaFloor监测，包括Jupiter、 Raydium和Meteora在内的多个主要Solana协议的用户界面也出现宕机。 ...

We came across a bullish thesis on Cloudflare, Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on NET. Cloudflare, Inc.'s share was trading at $200.21 as of November 28th. NET’s forward P/E was 161.29 according to Yahoo Finance. Viavi Solutions (VIAV) Soars to Fresh Record on Higher PT, 'Buy' Reco Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. NET delivered a strong Q3 2025 perfor ...

以下文章来源于新皮层NewNewThing ，作者陆彦君 新皮层NewNewThing . 关注AI，提供洞察。 2025.12. 04 本文字数：3395，阅读时长大约6分钟 记者 | 陆彦君 数据整理 ：陆彦君｜ 作图 ：程星 编辑 | 王杰夫 过去数周，英伟达股价经历了一轮高位回调与震荡。 目前市值 相 较 于 一 个 月 前 的 高 点 已 下 降 15.4%。虽然一周前最新季度财报发布后，公司超预期的业绩表现一定程度上稳定了市场信心，但隔 天股价的下跌反映着情绪底色依然是消极的。 关键的是，这已不仅仅是英伟达一家公司的悲欢，它的表现是观察AI行业的核心风向标。再加上 Alphabet、微软、亚马逊、Meta、苹果、特斯拉，这七家技术公司继承了商业历史上石油七巨头的 强势，利益捆绑关系紧密，以惊人的市值集中度成为美股的主心骨。 根据中金公司数据，自2022年 年底ChatGPT发布以来，美股「七姐妹」（Magnificent Seven）最高上涨283%，大幅跑赢同期标普 500指数扣除M7后的69%。 最近一周，美国投资人Michael Burry公开警告AI泡沫，质疑以英伟达为中心的技术公司之间的 ...

Oracle Corporation (NYSE:ORCL) is one of the AI Stocks in Focus This Week. On December 1, Deutsche Bank reiterated its Buy rating on the stock with a $375.00 price target. The firm is confident about Oracle’s long-term AI growth and sees favorable risk/reward. Oracle shares are trading at 27x consensus CY26 EPS, reflecting upfront costs in scaling its AI business. Due to this, investor appetite for growth seems limited until there are more visible results. Even though Deutsche Bank acknowledges these ris ...

Core Points - IREN Limited announced a registered direct offering of 39,699,102 ordinary shares at a price of $41.12 per share, with gross proceeds expected to be approximately $1,632.4 million [1][4] - The offering is intended to fund the repurchase of existing convertible notes and for general corporate purposes [4][5] - Concurrently, IREN is conducting a private offering of $1 billion aggregate principal amount of convertible senior notes due 2032 and 2033, with an option for additional purchases [3][4] Offering Details - The offering will close on December 8, 2025, subject to customary closing conditions [1][3] - The repurchase involves approximately $227.7 million of Existing 2030 Convertible Notes and $316.6 million of Existing 2029 Convertible Notes, totaling an aggregate repurchase price of approximately $1,632.4 million [2][4] - The proceeds from the offering will also cover the cost of capped call transactions related to the convertible notes [4] Company Background - IREN is a leading AI Cloud Service Provider, specializing in large-scale GPU clusters for AI training and inference [9]

Core Viewpoint - Nutanix (NTNX) is facing significant challenges despite the increasing demand for AI workload management, as evidenced by its recent financial performance and stock decline [1][4]. Financial Performance - In the fiscal first quarter, Nutanix reported adjusted earnings per share of 41 cents, meeting Wall Street expectations, but revenue was $670.6 million, falling short of the consensus target of $676.4 million [2]. - For Q2, management guided revenue expectations between $705 million and $740 million, which is below analysts' consensus estimate of $749.09 million. Additionally, Nutanix lowered its full-year revenue outlook [3]. Stock Performance - Following the mixed financial results and lowered guidance, NTNX stock experienced a significant decline, falling more than 18% in the last five sessions and nearly 34% over the past 30 days [4]. - The Technical Opinion indicator from Barchart rates NTNX as a 100% Strong Sell, indicating a negative sentiment among investors [4]. Market Sentiment - Despite the negative outlook, Barchart notes that the relative strength indicator (RSI) for NTNX is below 20%, suggesting an oversold condition that could lead to a potential reversal [5]. - Options flow indicates negative sentiment, particularly from institutional investors, during the recent trading sessions [5].

Core Points - IREN Limited announced a registered direct offering of ordinary shares to a limited number of purchasers, with gross proceeds expected to approximate the cash consideration for the repurchase of existing convertible notes [1][2] - The company plans to repurchase portions of its existing 2029 and 2030 convertible notes, with the repurchase amount expected to match the size of the offering, subject to market conditions [2][4] - IREN intends to offer $1 billion aggregate principal amount of convertible senior notes due 2032 and 2033 in a separate private offering, with options for additional amounts [3][4] - The net proceeds from the offerings will be used for capped call transactions, repurchasing existing convertible notes, and general corporate purposes [4][5] Offering Details - The offering is being conducted under an effective shelf registration statement and will be made via a separate prospectus supplement [6] - Completion of the offering is not contingent on the concurrent offering or the repurchase of convertible notes [5] Company Overview - IREN is a leading AI Cloud Service Provider, specializing in large-scale GPU clusters for AI training and inference, supported by a portfolio of grid-connected land and data centers in renewable-rich regions across the U.S. and Canada [9]

In a joint effort to address the increasing need for reliable connectivity, Amazon.com Inc. (NASDAQ:AMZN) and Alphabet Inc.‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) Google have launched a new multicloud networking service.Check The Stock Price Of Amazon HereFaster Multicloud Links LaunchThe new service, announced on Sunday, will enable customers to establish private, high-speed links between the two companies’ computing platforms in a matter of minutes, rather than weeks. This initiative comes at a time when even bri ...

Alibaba Group Holding BABA.N BABA US EQUITY: INTERNET & NEW MEDIA AIiCloud likely to accelerate further QC's loss likely to narrow significantly; maintain Buy | Year-end 31 Mar | FY25 | | FY26F | FY27F | | | FY28F | | --- | --- | --- | --- | --- | --- | --- | --- | | Currency (CNY) | Actual | Old | New | Old | New | Old | New | | Revenue (mn) | | | | 996,347 1,051,529 1,054,166 1,166,9981,209,156 1,322,294 1,379,167 | | | | | Reported net profit (mn) | 129,470 | 107,136 | 119,904 | 143,482 150,027 | | 183,8 ...

Core Viewpoint - Oracle Corporation is facing scrutiny due to its reliance on OpenAI for backlog growth, leading to concerns about inflated expectations and rising credit risks [1][2][3] Group 1: Backlog and Earnings Concerns - Analysts expressed concerns when it became clear that Oracle's backlog increase was primarily driven by OpenAI, contradicting Oracle's initial claims of multiple customers [2] - Following Oracle's earnings report on September 9, the backlog surge raised red flags, resulting in shares trading lower than before the earnings announcement [2] Group 2: Credit Risks and Market Sentiment - The significant commitment from OpenAI, valued at $300 billion, positioned Oracle as a perceived winner, but subsequent commitments from OpenAI indicated a lack of seriousness, raising concerns about Oracle's role [3] - The market is increasingly uneasy about Oracle's debt load, as indicated by rising credit default swaps (CDS), suggesting that the demand from OpenAI may not fully materialize [3] Group 3: Investment Perspective - While Oracle has potential as an investment, there are AI stocks that are viewed as having greater upside potential and lower downside risk [5]