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Goldman Sachs remains optimistic about Snowflake: Slowing growth is not a concern, core metrics are healthy, and AI momentum is still strong

Goldman Sachs maintains a "Buy" rating on Snowflake and raises the target price to $275, believing that the market's concerns about slowing revenue growth overshadow the robustness of its core business and the acceleration of AI monetization. The company has achieved an annualized AI revenue of $100 million ahead of schedule, and its core customer retention rate remains healthy. However, Nomura believes that its valuation has fully reflected growth expectations, with the divergence between bulls and bears focusing on whether AI can bring sustained increases in consumption

Wallstreetcn·
US
SNOW
-11.41%
Wallstreetcn·
US
SNOW
-11.41%

Cloudflare Stock Dips In Premarket After Second Major Outage In Two Weeks

Cloudflare experienced two major outages in late 2025, affecting high-profile websites and services. The first outage on November 18 was due to a database permissions error, while the second on December 5 disrupted major platforms like X and Canva. These incidents led to fluctuations in Cloudflare's stock, reflecting investor concerns about network reliability. Despite challenges, Cloudflare maintains a market cap of over $71 billion, with a recommendation key of "Buy."

Talkmarkets·
US
NET
-0.10%
Talkmarkets·
US
NET
-0.10%

Cloudflare suffers second outage in as many months during routine maintenance

Cloudflare experienced a second outage in two months during routine maintenance, affecting its dashboard, API, and global sites. The issue began in the Chicago datacenter and was resolved by 0930 UTC. The outage impacted 20% of websites, including Fortnum & Mason, causing concerns over dependencies. Social media reacted to the disruption, which was shorter than the November outage. Cloudflare's reputation is challenged by these recurring issues.

The Register·
US
NET
-0.10%
The Register·
US
NET
-0.10%

Cloudflare Stock (NET) Cracks as Outage Cripples X, LinkedIn, Zoom, Others

Cloudflare experienced another outage, affecting sites like X, LinkedIn, and Zoom, causing NET stock to drop over 2%. The issue was due to a cross-regional internet problem from a third-party provider, now resolved. Analysts highlight risks of dependency on few infrastructure providers. Despite outages, Cloudflare's stock is rated a Moderate Buy with a 22% upside potential.

Tip Ranks·
US
NET
-0.10%
Tip Ranks·
US
NET
-0.10%

CRH plc buys back 32,700 units for $3.94 million at $120.58 each in USD

CRH plc has repurchased 32,700 of its ordinary shares at $120.58 each, totaling $3.94 million, as part of its ongoing buyback program. The shares will be cancelled, aligning with CRH's plan to buy back up to $300 million of its shares by February 17, 2026. The transaction was conducted through Santander US Capital Markets LLC.

Reuters·
US
CRH
-0.26%
Reuters·
US
CRH
-0.26%
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