Veteran tech analyst Paul Meeks is telling investors to buy the recent drop in CoreWeave stock. He started coverage with a buy rating and a $100 price target, suggesting nearly 17% upside, and believes the stock could retest its October 2025 peak of $153.
For the second time in less than three weeks, a Cloudflare outage has caused widespread internet disruptions. This time, LinkedIn and Zoom were among the services knocked offline. The company says it wasn’t an attack, but a problematic firewall change.
Cloudflare experienced another global outage, its second in a month, knocking sites like LinkedIn and Zoom offline. The company blamed a change to its Web Application Firewall. The incident highlights the massive “concentration risk” of relying on a few key infrastructure providers.
Two years ago, investors berated BKV’s CEO for buying power plants. Now, with AI data centers desperate for gigawatts of power, that bet looks genius. The company’s stock has surged 50% since its 2024 IPO.
Microsoft has announced significant price increases for its Microsoft 365 commercial subscriptions, set to take effect in July 2026. The hikes, as high as 33% per user per month, come after the company rolled out new AI capabilities to existing customers at no extra cost just last year.
Valve has secretly funded a project called Fex for nearly a decade. It’s a compatibility layer that translates x86 games for Arm processors, aiming to bring PC gaming to phones, Macs, and more devices.
At its Discover event, HPE is directly targeting VMware customers with an enhanced Morpheus platform. The company is also merging AIOps from its Juniper and Aruba networking divisions and unveiled new switches for AI workloads. Everything announced is either available now or coming in the first half
Iron Mountain Data Centers is aggressively expanding its global footprint and redesigning its facilities to handle the explosive growth in AI workloads. Under new GM Gary Aitkenhead, the company is focusing on flexible cooling and strategic “land-banking” to meet a demand curve it sees going “throug
The software world is evolving from SaaS to Services as Software, where AI agents autonomously handle tasks humans used to do. This represents a fundamental shift in how businesses access and deploy services. The change could automate everything from call centers to consulting work.
The network has become central to nearly every business service, with choices about topology and technology setting parameters for organizational adaptability. As networking technologies mature, achieving high availability and integrated security has become more cost-effective than ever.
