iShares US Digital Infrastructure and Real Estate ETF

CoreWeave Expands into Financial Services, Stock Surges 37% in 2026

Rosenblatt Securities Raises Cisco Price Target to $150

Cisco Releases Q3 FY2026 Earnings: Revenue of $15.8B Beats Expectations

Google and Blackstone venture poses potential competitive threat to CoreWeave, stock falls in pre-market

Vodafone completes trial with Nokia to enhance IoT services using AWS cloud

CoreWeave to Participate in the J.P. Morgan Global Technology, Media and Communications Conference

Nvidia Significantly Increased Its Stake in AI Cloud Provider CoreWeave (CRWV) in Q1

CoreWeave executive plans to sell stock worth approximately $32.19 million

FactSet Latest Survey: CoreWeave's Median Price Target Lowered to $140

CICC Raises Cisco Systems Price Target to $125, Maintains Outperform Rating

DA Davidson downgrades CoreWeave to Neutral with a $100 price target

CoreWeave Closes $3.1 Billion Loan Facility to Expand AI Infrastructure

Fund Update: Situational Awareness LP Discloses Addition of Nearly 1.08 Million CoreWeave Shares

Truist Financial Corp Sells 32.4% of its Stake in CoreWeave in Q4

Littlejohn Financial Services Discloses New $1.07 Million Position in CoreWeave (CRWV)

Institutions Increase Cisco Holdings, Cisco Plans to Cut 4,000 Jobs to Focus on AI

CoreWeave (CRWV) revenue surges 112% YoY, but stock tumbles on light guidance

CoreWeave CAO Jeff Baker Sells 42,515 Shares for $4.85 Million

NVIDIA Increases Stake in Coreweave to 47.2 Million Shares, Holding Reaches 94.5%

FCC Adds Partial Antenna Products of Nokia and ELEVON to List

OPTIMI HEALTH CORP

HCW Biologics

GCL Global

Silexion Therapeutics

Vida Global

Micware

BiomX

MetaVia

MicroAlgo

Tradr 2X Long XNDU Daily ETF

Pinned News

置顶新闻

3,800 GitHub internal repos compromised by TeamPCP via malicious VS Code extension, source code accessed.

MSFU

MSFX

CLOU

SOXX

MSFO

XDAT

MSFD

IDGT

DTCR

MSFL

TeamPCP was able to breach GitHub's private source code after a staff member inadvertently installed a harmful coding tool.

Unusual Whales

Proshares Big Data Refiners ETF

Direxion Daily MSFT Bull 2X Shares

T-Rex 2X Long Microsoft Daily Target ETF

SPDR S&P Semicon

ISHRS S&P Glb It

Global X Cloud Computing ETF

iShares Semiconductor ETF

YieldMax MSFT Option Income Strategy ETF

Franklin Exponential Data ETF

Direxion Daily MSFT Bear 1x Shares

Invesco Semiconductors ETF

Global X Data Center & Dgtl Infrs ETF

iShares Expanded Tech Software Sector ETF

SPDR S&P Software

GraniteShares 2x Long MSFT Daily ETF

VanEck Semiconductor ETF

Microsoft

SRVR

GDS Holdings (GDS) shares fell 6.41% to $37.82 despite reporting a 23.6% year-over-year revenue increase to 3.37 billion yuan in Q1. Earnings per share of 10.58 yuan exceeded estimates, driven by strong data center demand. However, the company’s 2026 revenue guidance of 12.40-12.90 billion yuan was below consensus expectations of $1.90 billion, overshadowing the positive results.

benzinga_article

Pacer Data & Infrastructure Real Estate ETF

GDS-SW

S&P 500

NVIDIA

NVIDIA Corporation

GDS Stock Falls Despite Q1 Beat As Guidance Trails Estimates

CXAI

GOOGL

GOOG

GOOW

GGLL

CXApp Inc. (CXAI) reported Q1 2026 earnings with revenue of $950,000, down from $1.02 million, but bookings increased 12.5% year-over-year. Subscription revenue rose to 98%, and net revenue retention improved to 98%. The company highlighted its strategic partnership with Google Cloud and the upcoming rollout of CXAI 2.0 and CXAI (Sky) platform. CEO Khurram Sheikh emphasized the alignment of their platform strategy with market demand, while CFO Joy Mbanugo discussed compliance efforts. No future financial guidance was provided.

- CXApp Inc. reported a quarterly revenue of $950,000, down from $1.02 million, influenced by timing and revenue recognition practices; however, their subscription revenue mix improved to 98%.  
- The company secured $1.4 million in bookings, reflecting a 12.5% year-over-year increase driven by new enterprise agreements, with a notable net revenue retention rate of 98%.  
- CXAI 2.0 and the CXAI (Sky) platform are set for broader market rollout, emphasizing strategic partnerships, particularly with Google Cloud, which seeks to enhance sales and deliver innovative AI solutions.

Motley Fool

CXApp

Alphabet

Alphabet - C

Roundhill GOOGL WeeklyPay ETF

Direxion Daily GOOGL Bull 2X Shares

Gartner

CXAPP INC C/WTS (TO PUR COM)

CXApp (CXAI) Q1 2026 Earnings Call Transcript

ORCL

ORCX

Oracle stock has picked up momentum as Wall Street sees "light at the end of the tunnel" for AI costs.

Oracle

Defiance Daily Target 2X Long ORCL ETF

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

Oracle stock: 'Light at the end of the tunnel' seen for big AI spending

AKAM

Akamai Technologies (NASDAQ:AKAM) experienced a significant increase in trading volume, with 3.8 million shares traded. The stock is currently priced at $139.96, down from $141.34. Analysts have mixed sentiments, with Scotiabank maintaining a sector outperform rating and a price target of $180. The company announced a $3 billion convertible senior notes offering, raising concerns about potential dilution. Akamai's recent earnings met expectations, reporting $1.61 EPS and $1.07 billion in revenue, with a positive outlook for FY 2026.

Market Beat

Akamai Tech

Bank of Nova Scottia

UBS Group AG

Toronto Dominion Bank

Akamai Technologies (NASDAQ:AKAM) Sees Large Volume Increase  - Here's What Happened

CSGP

XLRE

Are Wall Street Analysts Bullish on CoStar Group Stock?

Barchart Option

CoStar

Real Est Select Spdr

iShares US Real Estate ETF

Vanguard Real Estate ETF

Are Wall Street Analysts Bullish on CoStar Group Stock?

BLCN

Two brothers raised $12m for an OpenClaw competitor that a government official calls his 'second brain'

businessinsider

Siren ETF Trust Siren Nasdaq NexGen Economy ETF

Two brothers raised $12m for an OpenClaw competitor that a government official calls his 'second brain'

CRWD

CRWL

CrowdStrike (CRWD) attracted attention as Stifel raised its price target to $660 and Cantor Fitzgerald to $700 ahead of its earnings report. Stifel noted strong results from 92% of surveyed VARs, with 68% expecting 10%-30% growth in FY27. Cantor highlighted positive checks, with 57% of partners reporting results ahead of plan. Analysts anticipate CrowdStrike to earn $1.07 per share on $1.36B in revenue for the upcoming quarter.

CrowdStrike

GraniteShares 2x Long CRWD Daily ETF

Stifel Financial

STIFEL FINANCIAL CORP 6.125% DEP SHS REP 1/1000 NON CU PF SR C

Stifel Financial Pref Share SFB 5.2 10/15/47

STIFEL FINANCIAL CORP 6.25%NON CUM DEP SHS REP 1/1000TH SER B

STIFEL FINANCIAL CORP 4.50% DEP SHS REP 1/1000TH PREF SHS SR D

CrowdStrike in focus as Stifel, Cantor up price targets ahead of earnings

Akamai has priced an upsized private offering of $3.0B in 0% convertible notes, with $1.5B due in 2030 and $1.5B due in 2032. The offering was increased from $1.3B each, with initial conversion prices set at ~$201.41 and ~$190.81. Estimated net proceeds are ~$2.96B, intended for capital expenditures and general corporate purposes. The company plans to repurchase ~$350M of common stock from note purchasers.

TradingView

Akamai prices $3.0B upsized 0% convertible notes due 2030 and 2032

MSTR

STRD

STRC

Zacks Research has downgraded Strategy (NASDAQ:MSTR) from a 'hold' to a 'strong sell' rating. The stock opened at $164.63, with a market cap of $57.69 billion. Analysts have mixed ratings, with one strong buy, eleven buys, three holds, and one sell. The company reported a quarterly EPS of ($38.25), missing estimates, but revenue was up 11.9% year-over-year. Insiders have sold shares recently, and institutional investors hold 59.84% of the stock.

Strategy

MicroStrategy Pref Shares MSTR 10.0 Perp

Microstrategy Inc Pref Shares STRC 9.0 Perp

MicroStrategy Pref Shares MSTR 8.0 Perp

Roundhill MSTR WeeklyPay ETF

T-REX 2X Inverse MSTR Daily Target ETF

Defiance Daily Target 2X Short MSTR ETF

T-REX 2X Long MSTR Daily Target ETF

Daily Target 2X Long MSTR ETF

Leverage Shares 2x Cpd Acclrtd MSTRMnETF

Defiance Leveraged Long + Inc MSTR ETF

GraniteShares 2x Long MSTR Daily ETF

YieldMax MSTR Short Opt Inc Stgy ETF

Texas Capital

Strategy (NASDAQ:MSTR) Lowered to "Strong Sell" Rating by Zacks Research

QIZ Security has announced a collaboration with Google Cloud to enhance quantum-resistant cryptography for enterprises. This partnership aims to help organizations transition to post-quantum security by providing tools for cryptographic risk management, including discovery, prioritization, and governance. The collaboration addresses the security challenges posed by quantum computing, enabling organizations to manage their cryptographic posture across cloud and on-prem environments effectively.

MorningStar

QIZ Is Advancing Quantum-Resistant Security with Google Cloud

iShares US Digital Infrastructure and Real Estate ETF(IDGT.US)

3,800 GitHub internal repos compromised by TeamPCP via malicious VS Code extension, source code accessed.

GDS Stock Falls Despite Q1 Beat As Guidance Trails Estimates

CXApp (CXAI) Q1 2026 Earnings Call Transcript

Oracle stock: 'Light at the end of the tunnel' seen for big AI spending

Akamai Technologies (NASDAQ:AKAM) Sees Large Volume Increase - Here's What Happened

Are Wall Street Analysts Bullish on CoStar Group Stock?

Two brothers raised $12m for an OpenClaw competitor that a government official calls his 'second brain'

CrowdStrike in focus as Stifel, Cantor up price targets ahead of earnings

Akamai prices $3.0B upsized 0% convertible notes due 2030 and 2032

Strategy (NASDAQ:MSTR) Lowered to "Strong Sell" Rating by Zacks Research

QIZ Is Advancing Quantum-Resistant Security with Google Cloud