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Boost Run (NASDAQ:BRUN) shares advanced sharply after the company announced a five-year AI cloud services agreement valued at $525.6 million with a sovereign AI customer. The deal will see Boost Run deliver GPU compute capacity, along with network storage and CPU node services, with …
Ciena (NYSE:CIEN) shares jumped as optical and AI-networking stocks staged a broad recovery following a tech-sector pullback earlier in the week. The rebound tracked fresh commentary from industry participants pointing to strongDemandfor connectivity tied to AI chip deployment, with some componentSupplydescribed as fully booked …
DigitalOcean Holdings (NYSE:DOCN) shares climbed sharply as AI-linked and broader technology stocks recovered from Thursday's selloff, which had been triggered by a report suggesting a major AI company's annualizedRevenuefell short of previously circulated figures. DigitalOcean is aCloud Computingcompany that provides a simplified, developer-friendly platform …
Fastly (NASDAQ:FSLY) shares surged after Oppenheimer upgraded the stock to Outperform from Perform and set a $35 price target. The firm pointed to stronger contract values, continued cross-sell of security products, and early signs of monetization from agentic AI-driven internet traffic as key factors …
Joby Aviation (NYSE:JOBY) shares tumbled to a fresh 52-week low after Barclays downgraded the stock to Underweight from Equal Weight and lowered its price target to $4 from $6. The firm pointed to competitive positioning within the electric vertical takeoff and landing market, questions …
Mobix Labs (NASDAQ:MOBX) shares declined sharply as investors digested details from the company's investor update call on its expansion into rare earth and critical minerals markets. Mobix Labs is a fabless semiconductor company that designs and sells advanced wireless and wired connectivity solutions, including …
Oddity Tech (NASDAQ:ODD) shares advanced as investors rotated toward consumer defensive and consumer staples names amid elevated oil prices and a 10-yearTreasury Yieldnear multi-decade highs. Oddity Tech is a consumer-technology company building digital-first beauty and wellness brands, using proprietary artificial intelligence tools including data …
Oracle (NYSE:ORCL) shares advanced Friday, clawing back ground lost in Thursday's steep pullback. That selloff followed a report questioning previously circulated figures for a major AI customer's annualized revenue, which had raised scrutiny around the durability of a large compute contract tied to Oracle's …
Palantir Technologies (NASDAQ:PLTR) shares advanced and traded near a 52-week high as investors extended a Wall Street-driven rerating of the stock following two separate bullish analyst actions. Palantir builds data integration and analytics platforms for government and commercial customers, including offerings for defense and …
Palo Alto Networks (NASDAQ:PANW) shares advanced sharply asCybersecuritynames recovered from Thursday's dip, which had been tied to a rival's cyber-defense announcement and a broader AI-driven technology selloff sparked by a report on a major AI company's annualized revenue. Palo Alto Networks is a global …
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