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Cloudflare reported Q4 revenue of $614.5 million, up 34% year over year, beating estimates by $23 million. The company closed its largest contract ever and cited AI agent traffic as its fastest-growing demand driver.
The global semiconductor industry is forecast to generate $975.4 billion in revenue in 2026, a 26.3% surge driven by AI chip demand and memory shortages that are reshaping global supply chains.
Credo Technology surged 16% in premarket trading after raising its third-quarter fiscal 2026 revenue guidance, driven by explosive demand for high-speed connectivity solutions powering AI data centers.
Datadog reported Q4 2025 EPS of $0.59, beating the $0.39 estimate by 51%, on revenue of $953 million that grew 29% year-over-year. The cloud observability leader defied the broader software stock selloff.
S&P Global shares crashed nearly 18% on Tuesday after the financial data giant projected 2026 adjusted earnings of $19.40 to $19.65 per share, missing the $19.96 consensus estimate.
Fiserv reported fourth-quarter adjusted earnings of $1.99 per share, beating the $1.90 consensus estimate, as the payments technology company delivered full-year revenue of $19.8 billion and guided for $8.00 to $8.30 EPS in 2026.
BP suspends its $750 million quarterly buyback to accelerate debt reduction after full-year profit of $7.49 billion misses estimates, sending shares down 5% in their worst session in months.
While AI fears have wiped over $1 trillion from software stocks in 2026, cybersecurity companies like CrowdStrike and Palo Alto Networks are surging as global security spending accelerates toward $520 billion.
AppLovin shares jumped 15% on Monday after short-seller CapitalWatch publicly retracted money laundering allegations, removing a cloud that had hung over the AI advertising platform for weeks.
Meta lays off 1,500 Reality Labs employees and closes Armature, Twisted Pixel, and Sanzaru studios as the company pivots from virtual reality to AI-powered wearables after burning $77 billion on the metaverse.
Oracle shares surged 11% on February 9 as investors rotated into AI infrastructure plays following the $1 trillion software selloff triggered by Anthropic's automation tools.
Amazon shares plunged after the company announced $200 billion in 2026 capital spending on AI infrastructure, far exceeding Wall Street's $146 billion estimate and raising profitability concerns.