Infrastructure software names have been left behind amid a major AI rally.
Datadog's products and services are infrastructure agnostic, so whoever wins the AI infrastructure race eventually expands DDOG’s target market.
CoreWeave recently expanded its AI infrastructure agreement with Meta Platforms, valued at approximately $21 billion.
The Global X Cloud Computing ETF has reached a crucial point. CLOU is currently teetering on a critical support level that could determine the fate of the software sector for the rest of 2026.
If the tech sector just sneezed, critical subsectors like cybersecurity and cloud computing caught the flu. Here's what this tells us about what's going on in the market right now.
Shares of cloud analytics firm Snowflake SNOW surged about 13% in the extended trading on Aug. 27, 2025, after the enterprise software maker posted second-quarter fiscal 2026 earnings and revenues that...
ETFs have now become one of the most popular investment vehicles for investors. While many want to focus on ETFs with the highest allocation to valuable companies or higher-priced names, low-priced ETFs,...
CoreWeave has set an IPO price range of $45-$55, which could give it a valuation of $27 billion to $32 billion.
The CoreWeave IPO has reportedly been oversubscribed after early mutual fund support and is poised to raise as much as $2.7 billion.