Cloudflare (NET) shares opened in the red on Tuesday, Nov. 18 as the internet services company suffered a global outage that triggered partial or complete downtime across services, including ChatGPT and PayPal (PYPL). The selloff pushed NET stock decisively below its 100-day moving average (MA), a key support that, when breached, signals accelerated downward momentum ahead. More News from Barchart At its intraday low, Cloudflare stock was down about 25% versus its year-to-date high on Tuesday. www.barc ...

Cloudflare Inc. (NYSE: NET) suffered a major outage on Tuesday that affected access to some of the world's most widely used platforms. Services including ChatGPT, X (formerly Twitter), Shopify, PayPal... ...

CloudFare says the outage has been resolved at this point. At around 10 this morning, the company saying it implemented a fix, however, did note that some users may still experience some issues using its online dashboard. The company says they're continuing to monitor the situation to ensure all services are back to normal. ...

Core Insights - The Trade Desk, Inc. (TTD) is experiencing significant growth in connected TV (CTV) and retail media, with Q3 2025 revenues rising 18% year over year to $739 million, exceeding expectations of at least $717 million [1][9] - The shift towards biddable CTV is gaining traction, with decision-based buying becoming the preferred method for advertisers due to its flexibility and measurable performance [2] - Retail media is also accelerating, driven by demand for measurable outcomes, with TTD's platform integrating retail data and identity solutions to enhance targeting and attribution [3] CTV and Retail Media Growth - CTV remains TTD's fastest-growing channel, with decision-based buying gaining industry momentum [1][9] - Retail media is seeing increased investment as brands seek to connect consumer behavior directly to business results, supported by TTD's AI-enhanced Kokai platform [3][4] Ecosystem Strategy - TTD's broader ecosystem strategy includes innovations like OpenPath, OpenAds, and Deal Desk, which enhance supply chain transparency and auction integrity, positioning the company for sustained growth into 2026 and beyond [4] Competitive Landscape - TTD faces competition from Magnite, Inc. (MGNI) and Amazon.com, Inc. (AMZN), both of which are also making strides in the CTV and advertising space [5][6][7] - MGNI reported Q3 2025 revenues of $179.5 million, up 11% year over year, with strong performance in CTV [6] - Amazon's AI initiatives are gaining momentum, with significant growth in its AI chip business and overall sales [7] Financial Performance and Valuation - TTD's shares have declined 23.4% in the past month, contrasting with the Internet – Services industry's growth of 9.3% [10] - The forward price/earnings ratio for TTD is 32.76X, higher than the industry average of 26.45X [11] - The Zacks Consensus Estimate for TTD's earnings for 2025 has been slightly revised upward over the past 60 days [12]

Core Viewpoint - Amazon's stock has experienced a significant pullback following a strong Q3 earnings report, with concerns about the high capital expenditures required for AI infrastructure impacting investor sentiment [1][3]. Group 1: Bond Sale and Market Context - Amazon conducted its first bond sale since 2022, issuing $15 billion in bonds to support business investments, fund future capital expenditures, and repay upcoming debt maturities [2]. - The broader market has been declining for four consecutive days, primarily due to fears regarding stock valuations in the AI sector [3]. - Analysts at Rothschild & Co Redburn downgraded Amazon's stock from buy to neutral, expressing skepticism about the potential of generative AI to drive growth similar to previous cloud computing trends [3]. Group 2: Capital Expenditure Concerns - AI-related infrastructure is noted to require six times the capital to generate the same value as traditional cloud services, raising concerns about the viability of AI projects [4]. - Despite these concerns, analysts at Needham maintain a bullish outlook on Amazon, citing the company's history of effectively managing large construction projects and maximizing return on invested capital (ROIC) [5][6]. Group 3: Stock Performance and Future Outlook - Amazon's stock fell over 3% to $223.75, marking a decline of 13% since reaching a record high of $258.60 on November 3, following positive news about a cloud-computing contract with OpenAI [6][7]. - The stock has fallen below its 50-day moving average for the first time since October 30, when it reported Q3 earnings that alleviated some market concerns about its AI positioning [7]. - Amazon is set to host its annual cloud customer conference, AWS Re:Invent, in early December, which may provide further insights into its cloud strategy [8].

Core Viewpoint - Alphabet Inc. is leading an initiative to enhance the stability of New Zealand's power grid through the use of artificial intelligence, involving a consortium of four utilities that serve 25% of the population [1] Group 1: Project Overview - The project aims to strengthen the national power grid by leveraging AI technology to mitigate outages and improve reliability [1] - The collaboration involves four utilities, indicating a significant partnership in the energy sector [1] Group 2: Industry Trends - This initiative reflects a growing trend in the industry of utilizing advanced technology to safeguard critical infrastructure [1]

Core Insights - Google's Gemini 3 represents a significant advancement in AI capabilities, focusing on improved reasoning, creativity, and multimodal integration of text, images, and video [1][2][3] Group 1: Product Features - Gemini 3 enhances visual learning and reasoning, allowing for better explanation and visualization of ideas by understanding nuances across different media [3] - The model is designed to perform better searches by breaking down queries into more components, enabling the creation of visualizations and interactive graphics directly in search results [5] - Gemini 3 is claimed to be Google's most factual model to date, with a notable score of 37.5% on Humanity's Last Exam, indicating high reliability in solving math and science problems [6][7] Group 2: Availability and Access - Gemini 3 will be available immediately in Google Search for users who subscribe to the Pro or Ultra tiers, with plans to expand access to all users soon [4] - The introduction of Gemini Agent aims to facilitate multi-step tasks within the Gemini framework, enhancing user interaction with Google applications [8][9] Group 3: Unique Capabilities - The model features "latent capabilities," allowing it to create generative interfaces and interactive websites based on user queries [10] - A new platform called Antigravity is being launched, which leverages Gemini 3's coding abilities to automate tasks, such as building applications with minimal user input [11][12]

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive's content includes insights across various sectors such as biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

Group 1 - Cloudflare's stock price fell by 7.3% due to a widespread network outage [1]

Cloudflare is down 18% in the past week and 3% today💥 The outage is showing up in the stock price🔸More than 100M users felt the impact. Sites across the internet went dark Even ChatGPT struggledMoments like this remind us how much of the internet relies on single company https://t.co/qecJYWJdRP ...