AI Cloud Stocks Fall as Big Tech Capex Comes in Light: Fastly Sinks 6%, Oracle and Nebius Drop 3%

Two of the biggest buyers of AI computing power spent less on capital projects last quarter than Wall Street expected, and the AI cloud stocks that supply that expansion are falling. Fastly (NASDAQ:FSLY) stock is at $25.

24/7 Wall Street • 9 hours ago

15 Outperforming Stocks With Short Squeeze Potential

Bond yields, oil prices, and inflation rhetoric have teamed up to make it tough for investors this  earnings season.

Schaeffers Research • Oct 28, 2026

CrowdStrike vs. Fastly: Which Technology Stock Is a Better Buy in 2026?

CrowdStrike continues to lead the endpoint security market with its AI-native Falcon platform despite recent operational challenges. Fastly leverages its edge cloud platform to deliver high-performance digital experiences and improved security for media and technology firms.

The Motley Fool • Oct 27, 2026

Fastly Jumps 8% as Cloud Rebound Broadens; Nebius Ticks Up, CoreWeave Slips

Edge delivery is setting the pace in the cloud software rebound, and one specialist is pulling well ahead of the group. Fastly (NASDAQ:FSLY) stock is at $24.18, up 8% in afternoon trading.

24/7 Wall Street • Oct 23, 2026

Fastly: Oppenheimer Upgrade, Partnerships, And Investor's Day Bode Well

Fastly is rated a 'Buy', supported by Oppenheimer's $35 target and a compelling growth story in edge computing and AI-driven cybersecurity. FSLY's partnerships with Jio Platforms and Comcast, plus new AI products, position it well in expanding global and AI markets. Despite a -11.8% net income margin, FSLY's 23% YOY revenue growth and 12.66% LFCF margin underpin its investment case amid rising CapEx.

Seeking Alpha • Oct 21, 2026

Is Fastly (FSLY) Stock Outpacing Its Computer and Technology Peers This Year?

Here is how Fastly (FSLY) and Arrow Electronics (ARW) have performed compared to their sector so far this year.

Zacks Investment Research • Oct 19, 2026

Fastly Named a Leader in 2026 IDC MarketScape for Worldwide WAAP Platforms

SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (NASDAQ: FSLY), a leader in global edge cloud platforms, today announced it has been named a Leader in the IDC MarketScape: Worldwide Web Application and API Protection Platforms 2026 Vendor Assessment.Fastly has continued to invest in the security portfolio of its edge cloud platform, bringing delivery, security, and compute together to help businesses move fast and stay safe in the AI era. The company's security offerings include Next-Gen WAF, Bot M.

Business Wire • Oct 14, 2026

Fastly Expands Partnership with Jio Platforms to Power the Next Generation of India's Digital Economy

SAN FRANCISCO--(BUSINESS WIRE)--Fastly (NASDAQ: FSLY), a leader in global edge cloud platforms, today announced the expansion of its partnership with Jio Platforms Limited (JPL) to boost JioCDN, a leading Content Delivery Network in India built on Jio's infrastructure, now offering best-in-class services to businesses across India. JioCDN, powered by Fastly, is designed from the ground up for the scale, diversity, and complexity of the Indian digital market, from metro cities to towns. With one.

Business Wire • Oct 13, 2026

What's Going On With Fastly Stock Monday?

Fastly, Inc. (NASDAQ:FSLY) stock is edging lower in Monday's premarket trading after surging 15.86% on Friday, following a bullish analyst upgrade driven by improving growth prospects and artificial intelligence opportunities.

Benzinga • Oct 12, 2026

Fastly Spikes 15% as Oppenheimer Upgrades to Outperform With $35 Target; Datadog Rises 4%, Cloudflare Gains 2%

Fastly (NYSE:FSLY) shares gained 15% to $29.04 after Oppenheimer upgraded the edge network operator to Outperform from Neutral.

24/7 Wall Street • Oct 9, 2026