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5 days ago | 
fool.com | Timothy Green
Here's our initial take on Cloudflare's (NET 2.56%) fiscal 2025 first-quarter financial report. Key MetricsMetricQ1 2024Q1 2025Changevs.
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5 days ago | 
finance.yahoo.com | Timothy Green
Cloudflare beat expectations for revenue in the first quarter, winning its largest deal ever. The company issued guidance calling for 25% revenue growth this year despite the uncertain macroeconomic environment. Cloudflare impressed investors with its results, sending the stock up in Thursday's after-hours trading. 10 stocks we like better than Cloudflare › Here's our initial take on Cloudflare's (NYSE: NET) fiscal 2025 first-quarter financial report. Metric Q1 2024 Q1 2025 Change vs.
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6 days ago | 
fool.com | Timothy Green
Arm Holdings (ARM -6.14%) spooked investors this week by declining to offer an outlook for fiscal 2026, which kicked off in April, along with its quarterly report. Arm cited uncertainty surrounding U.S. tariff policy for the cautious stance. Arm's intellectual property and technology are pervasive across the semiconductor industry. Arm-based chips reign supreme in the smartphone, microcontroller, and embedded markets, and they're making inroads in PCs and servers as well.
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6 days ago | 
fool.com | Timothy Green
Intel (INTC 2.16%) launched its Arrow Lake family of desktop central processing units (CPUs), officially the Core Ultra 200 series, in late 2024. The company outsourced most of the manufacturing to TSMC, moved to a chiplet-based architecture, and managed to improve energy efficiency substantially, compared to its previous-generation chips. For productivity tasks, Arrow Lake performed well. However, there were two problems.
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1 week ago | 
fool.com | Timothy Green
Here's our initial take on Unity Software's (U -0.94%) financial report. Key MetricsMetricQ1 2024Q1 2025Changevs.
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1 week ago | 
finance.yahoo.com | Timothy Green
Unity beat expectations for the first quarter but suffered declines in revenue and adjusted EPS as the portfolio reset continued. The AI-powered Vector advertising platform launched earlier than expected, providing a tailwind for the Grow Solutions business. Unity’s outlook was a bit weak, possibly due to economic conditions. Here's our initial take on Unity Software's (NYSE: U) financial report. Metric Q1 2024 Q1 2025 Change vs.
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1 week ago | 
fool.com | Timothy Green
Here's our initial take on Advanced Micro Devices' (AMD -1.61%) fiscal 2025 first-quarter financial report. Key MetricsMetricQ1 2024Q1 2025Changevs.
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1 week ago | 
fool.com | Timothy Green
Cloud computing platform DigitalOcean (DOCN -13.43%) has carved out a niche for itself in the industry by focusing on simplicity. While Amazon Web Services and other hyperscale cloud platforms offer expansive product lists and complicated pricing schemes, DigitalOcean focuses more on core offerings and keeps pricing transparent. Developers and businesses without vast IT budgets have been drawn to DigitalOcean. The company now has more than 170,000 customers spending at least $50 per month.
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1 week ago | 
fool.com | Timothy Green
One of the core assumptions that underpins the artificial intelligence (AI) boom is that each new generation of AI model will require ever-increasing computational horsepower to train and run. DeepSeek, the Chinese AI company that managed to put out an AI model that performed well using a fraction of the computational resources of top-tier AI models, raised some serious questions about the future of the AI industry.
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1 week ago | 
fool.com | Timothy Green
The AI industry is staring down an uncertain and volatile macroeconomic environment, as well as some signals that demand for AI infrastructure may be starting to cool. AI server manufacturer Super Micro Computer slashed its guidance earlier this week as customers delayed purchasing decisions, and some tech giants reportedly have been pulling back on data center expansion. But investors remain keen on investing in artificial intelligence (AI). What are the best AI stocks to buy in May?
