Cloudflare Inc

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• Sundar Pichai Backs Jensen Huang's Open-Weight AI Push as OpenAI Joins Letter, Anthropic and Amazon Remain Notably Absent Benzinga

  Sundar Pichai backed Jensen Huang's open-weight AI push as OpenAI joined the industry letter, while Anthropic and Amazon stayed out.

• Oppenheimer Maintains Outperform on Cloudflare, Raises Price Target to $330 Benzinga

  Oppenheimer analyst Param Singh maintains Cloudflare (NYSE:NET) with a Outperform and raises the price target from $300 to $330.

• Fastly Should Be Off To The Races SeekingAlpha

  Fastly (FSLY) is rated a buy, driven by diversified demand across AI, cybersecurity, and IoT, not just AI hype.

• At AI's Edge: Precision Hardware Is Moving From Data Centers To Devices SeekingAlpha

  A typical AI request travels from a device to a data center, where it gets processed on specialized hardware before making the long round trip home. Read more here.

• Truist Securities Maintains Buy on Cloudflare, Raises Price Target to $300 Benzinga

  Truist Securities analyst Junaid Siddiqui maintains Cloudflare (NYSE:NET) with a Buy and raises the price target from $250 to $300.

• Quantum ETF Pulls Back From June Highs As Technical Indicators Signal Cooling Momentum Benzinga

  Defiance Quantum ETF (QTUM) is showing weakening technical momentum. Here's what technical indicators suggest for the quantum computing ETF.

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