에 대한 최신 뉴스 Cloudflare (NYSE:NET) 주식

Cloudflare

Cloudflare is a software company based in San Francisco, California, that offers security and web performance offerings by utilizing a distributed, serverless content delivery network, or CDN. The firm's edge computing platform, Workers, leverages this network by providing clients the ability to deploy, and execute code without maintaining servers.

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UBER

지난주 가장 높은 성과를 보인 대형 주식 11개가 있다. 여러분의 포트폴리오에 포함되어 있나요? 1. 아스테라 랩스(NASDAQ:ALAB)의 주가는 인공지능(AI) 인프라를 위한 새로운 패브릭 스위치를 출시한 후 27.42% 상승했다. 주가 상승은 또한 분석가의 긍정적인 평가에서 기인했을 수 있다.

우버 및 로빈후드는 지난주 최고 성과를 보여준 11개 대형주 중 일부 (10월 7일-10월 11일)

Earnings

클라우드 연결 회사인 클라우드플레어(NYSE:NET)는 2분기 매출이 전년 동기 대비 30% 증가한 4억 100만 달러를 기록했다고 발표했다. 벤징가 프로의 데이터에 따르면 매출은 월가의 합의 추정치인 3억 9,469만 달러를 넘어섰다.

클라우드플레어: 2분기 매출 및 EPS 예상 상회 그리고 낙관적인 지침으로 주가 급등

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Tech

CRWD

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GOOG

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PANW

합병 및 통합에 대한 수요가 명배한 가운데, 사이버 보안 위협이 더욱 빈번해지고 심각해짐에 따라 기업들과 정부들은 그들의 방어책을 강화할 수밖에 없다. 

사이버 보안 시장은 2030년까지 2조 달러로 성장 전망: 빅 5는 &#39;더욱 커질 것&#39;, 전문가

Cloudflare Inc

NABORS ENERGY TRANSITION CORP COM

Nabors Energy Transition Corp. II - Class A Ordinary Shares

Nabors Energy Transition Corp II

Nabors Energy Transition Corp. II - Warrant

NETCOMPANY GROUP AS ADR by Netcompany Group AS

Netcompany Group AS

ENETI INC SHS

NETLease Corporate Real Estate ETF

NetLink NBN Trust

NETOBJECTS INC by NetObjects, Inc.

NetEase Inc

Network Media Group Inc

NETWORK MEDIA GROUP INC by Network Media Group Inc.

TCW Transform Systems ETF

Buybacks

STNE

Reported Earlier, StoneCo Announces R$2B Repurchase Plan, Replacing Previous Buyback Program

BENF

Reported Earlier, Beneficient Highlights TEFFI Impact: $126M Equity Gain, $3M Grants, And $5B Financing Capacity

Huawei Technologies Co. is reportedly set to release its most advanced domestically made chip in the Mate 70 series, amid ongoing U.S. sanctions.
What Happened: The new chip will power select models in Huawei's Mate 70 lineup, which is expected to launch next week, <a href="https://www.wsj.com/tech/huaweis-chip-advances-threaten-apple-in-china-165a1e9e?mod=tech_lead_story">reported</a> the Wall Street Journal, citing people familiar with the matter.
The launch comes as Huawei continues to increase its market share in China, where it has seen a rise in consumer demand.
In the third quarter of this year, Huawei's market share in China grew to 15.3% from 8.6% last year, positioning it as a significant competitor to Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) in the high-end smartphone market.
See Also:&nbsp;<a href="https://www.benzinga.com/news/24/09/41017367/huawei-riding-high-on-trifold-success-launches-revolutionary-laptop-powered-by-homegrown-chips-softw">Huawei, Riding High On Trifold Success, Launches Revolutionary Laptop Powered By Homegrown Chips, Software — China Ready To Break Free From US Tech Dependence?</a>
The new chips, produced by Semiconductor Manufacturing International Corporation or SMIC, leverage advanced technologies to improve performance and power efficiency, allowing Huawei to compete more effectively with Apple's offerings.
&#8220;The Mate 70 will continue to put more pressure on Apple in China,&#8221; said IDC vice president Bryan Ma, according to the report.
Although Huawei's chips still lag behind Apple's in terms of power efficiency, he noted that the difference may not be significant as long as users can get through the day without worrying about charging, the report noted.
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
Why It Matters: This development coincides with an earlier report that suggested Huawei plans to begin <a href="https://www.benzinga.com/news/24/11/42105518/huawei-to-reportedly-take-on-nvidia-with-mass-production-of-new-ai-chips-by-2025-amid-us-restrictions">mass production of its new AI chip</a>, the Ascend 910C, in early 2025, despite facing major challenges from U.S. trade restrictions.
In May earlier this year, the Joe Biden administration <a href="https://www.benzinga.com/markets/asia/24/05/38682654/biden-administration-tightens-grip-on-chinas-huawei-revokes-key-export-licenses-from-us-chipmakers">canceled export licenses</a> for leading U.S. semiconductor companies such as Intel Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) and Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>), blocking them from providing essential chips to Huawei.
During the same month, a report from Counterpoint Research suggested that <a href="https://www.benzinga.com/news/24/05/39107001/after-apple-huawei-takes-on-samsung-in-race-to-become-worlds-top-foldable-phone-maker-report">Huawei surpassed</a> Samsung Electronics Co. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>) in global foldable smartphone shipments for the first quarter of 2024.
Last month, U.S. lawmakers called on the Department of Commerce to take stronger measures against Huawei&#8217;s reported efforts to evade sanctions by using a <a href="https://www.benzinga.com/markets/asia/24/10/41368844/us-lawmakers-demand-tougher-action-on-huaweis-secretive-chip-network">covert network of semiconductor facilities</a>.
Price Action: At the time of writing, Apple shares increased by 0.02% to $228.56 in after-hours trading, following a 0.21% decline to $228.52 during Thursday's regular session, according to <a href="https://benzinga.grsm.io/lxquj26b2sag" target="_blank" rel="noreferrer noopener">Benzinga Pro data</a>.
Check out more of Benzinga's Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/markets/equities/24/09/40953906/huaweis-2-800-tri-fold-mate-xt-sparks-frustration-as-limited-stock-fails-to-meet-demand">Huawei&#8217;s $2,800 Tri-Fold Mate XT Sparks Frustration As Limited Stock Fails To Meet Demand</a></li>
</ul>
Disclaimer: This content was partially produced with the help of <a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a> and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

Global

Markets

Media

AAPL

INTC

QCOM

SSNLF

Huawei To Launch Mate 70 Smartphone With Advanced Homegrown Chip, Challenging Apple In China Amid US Sanctions: Report

Abacus intends to use net proceeds of the primary portion of the offering for its operations, including the purchase of life settlement policies, to support its overall business strategy, for working capital purposes, and for general corporate purposes, which may include funding previously announced and future acquisitions and repayment and refinancing of its indebtedness. Abacus will receive no proceeds from the secondary portion of the offering.

Reported Earlier, Abacus Life Prices $100M Public Offering Of 12.5M Common Shares At $8 Per Share

President-elect Donald Trump&#8216;s <a href="https://www.msn.com/en-us/money/news/trumps-doge-with-musk-at-the-helm-riddled-with-conflicts-of-interest-says-clinton-era-official-robert-reich/ar-AA1u3Joj">appointed DOGE</a> or the Department of Government Efficiency could potentially save $50–100 billion annually, according to Congressional Budget Office (CBO) analyses, said Mario Georgiou, CFA and executive director, head of investments at InCred Global Wealth U.K.
What Happened: Georgiou said that DOGE &#8220;tasked with cutting wasteful spending, could play a role in improving fiscal discipline, but the scale of potential savings is expected to be modest.&#8221;
The U.S. federal budget deficit could reach $1.7 trillion in 2024, entailing mandatory spending on Social Security and Medicare, which accounts for over 60% of expenditures, Georgiou said. &#8220;Even if the DOGE achieves its objectives, potential savings are estimated at $50–100 billion annually, according to Congressional Budget Office analyses, which would have only a marginal impact compared to total federal outlays of approximately $6.7 trillion in 2024,&#8221; he added.
However, Tesla Inc. and SpaceX CEO Elon Musk <a href="https://www.benzinga.com/news/24/11/42069803/elon-musks-doge-job-applications-require-x-premium-subscription">who will co-lead DOGE</a> with Republican politician Vivek Ramaswamy had called for &#8220;at least $2 trillion&#8221; in budget cuts last month while speaking at a rally in New York.
On Wednesday, Musk and Ramaswamy outlined their vision for DOGE, &#8220;The two of us will advise DOGE at every step to pursue three major kinds of reform: regulatory rescissions, administrative reductions, and cost savings,&#8221; the duo wrote in a <a href="https://www.wsj.com/opinion/musk-and-ramaswamy-the-doge-plan-to-reform-government-supreme-court-guidance-end-executive-power-grab-fa51c020">WSJ</a> opinion piece on Nov. 20.
Why It Matters: In their opinion piece, the duo said &#8220;DOGE will help end federal overspending by aiming $500 billion-plus in annual federal expenditures that are unauthorized by Congress or being used in ways that Congress never intended.&#8221;
Musk and Ramaswamy aimed a few expenditure programs along with $300 million provided to the other &#8220;progressive groups.&#8221; They mentioned $535 million allotted to the Corporation for Public Broadcasting and $1.5 billion in grants to Planned Parenthood annually.
Discretionary spending—where most inefficiencies and &#8220;waste&#8221; are typically identified, &#8220;constitutes a smaller portion of the budget and offers limited opportunities for impactful cuts​​,&#8221; Georgiou added.
Musk and Ramaswamy highlighted that several federal contracts have gone unexamined for years. They suggested that a temporary suspension of payments would facilitate comprehensive audits, resulting in substantial cost savings.
&#8220;The Pentagon recently failed its seventh consecutive audit, suggesting that the agency's leadership has little idea how its annual budget of more than $800 billion is spent.&#8221;
Also read: <a href="https://www.benzinga.com/markets/equities/24/11/42105450/elon-musk-says-amazon-founder-jeff-bezos-urged-tesla-spacex-investors-to-dump-stakes-predicting-trumps-loss">Elon Musk Says Amazon Founder Jeff Bezos Urged Tesla, SpaceX Investors To Dump Stakes, Predicting Trump&#8217;s Loss</a>
&#8220;We are focused on delivering cost savings for taxpayers,&#8221; the duo said in their piece.
Musk and Ramaswamy swiftly defended their stance on cutting the budgets of a few entitlement programs. &#8220;Critics claim that we can't meaningfully close the federal deficit without aiming for entitlement programs like Medicare and Medicaid, which require Congress to shrink. But this deflects attention from the sheer magnitude of waste, fraud, and abuse that nearly all taxpayers wish to end,&#8221; they added.
Read next: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/42130859/as-trump-backs-drill-baby-drill-his-doge-co-lead-elon-musk-believes-all-energy-generation-will-be-solar-heres-what-ubs-recommends-after-election-dip">As Trump Backs &#8216;Drill Baby, Drill,&#8217; His DOGE Co-Lead Elon Musk Believes &#8216;All Energy Generation Will Be Solar&#8217; — Here&#8217;s What UBS Recommends After Election Dip</a>
Image via Wikimedia Commons

Government

Macro Economic Events

Macro Notification

Regulations

Entrepreneurship

Politics

Economics

General

Donald Trump's DOGE Initiative To Have 'Marginal Impact' Says Analyst As Elon Musk Aims To Target Over $500B In Federal Expenditures

Meritage also announced that its Board of Directors has approved a $250 million increase to the Company's share repurchase authorization. This increase combined with $15 million in systematic buybacks on a quarter to date basis brings the Company's total authorized share repurchase program to $334 million as of November 21, 2024.

Reported Earlier, Meritage Homes Declares $0.75 Dividend And Expands Share Buyback By $250M

Total Revenue was ¥18.9 billion for the fiscal year ended June 30, 2024, from ¥17.4 billion for the fiscal year ended June 30, 2023.
The major revenue component, Real Estate Sales, increased to ¥18.5 billion from ¥17.1 billion, 8.1% year over year, in the fiscal year ended June 30, 2024.

Reported Earlier, Lead Real Estate Reported FY24 EPS ¥46.93 Down From ¥48.96 YoY, Revenue ¥18.9B Up From ¥17.4B YoY

The gross proceeds of the offering are expected to be $12.1 million, excluding the exercise of the underwriter's option, if any, of approximately $1.8 million, and excluding underwriting discounts and commissions and other offering-related expenses. The Company intends to use the net proceeds from the offering for general corporate purposes, including working capital.

KSCP

Reported Earlier, Knightscope Prices $12.1M Public Offering Of 1.21M Class A Common Stock At $10/Share

Econ #s

Germany Gross Domestic Product (YoY) For Q3 -0.3% Vs. -0.2% Est.; -0.2% Prior

Germany Gross Domestic Product (QoQ) For Q3 0.1% Vs. 0.2% Est.; 0.2% Prior

U.K. Retail Sales (MoM) For October -0.7% Vs. -0.3% Est.; 0.1% (Revised) Prior

U.K. Retail Sales (YoY) For October 2.4% Vs. 3.4% Est.; 3.2% (Revised) Prior

U.K. Core Retail Sales (YoY) For October 2.0% Vs. 3.3% Est.; 3.2% (Revised) Prior

U.K. Core Retail Sales (MoM) For October -0.9% Vs. -0.3% Est.; 0.1% (Revised) Prior

The Securities and Exchange Commission&#8217;s (SEC) <a href="https://www.benzinga.com/markets/cryptocurrency/24/11/42098407/donald-trump-reportedly-eyeing-the-first-crypto-focused-role-in-the-white-house">lawsuits against cryptocurrency companies</a> will likely reach settlements once Chair Gary Gensler steps down in January 2025, according to crypto asset manager Pantera&#8216;s chief legal officer Katrina Paglia.
What Happened: Speaking at the North American Blockchain Summit in Dallas on Thursday, Paglia <a href="https://cointelegraph.com/news/sec-lawsuits-quietly-go-away-after-gensler-steps-down-pantera-clo">said</a>, according to Cointelegraph that while the SEC won&#8217;t completely withdraw its claims, many cases will &#8220;quietly go away&#8221; with defendants paying settlements under &#8220;neither admit nor deny&#8221; terms.
&#8220;The regulator will get to make some level of a statement and get something for the value of time and energy spent,&#8221; Paglia said, noting this would be &#8220;very beneficial&#8221; for resolving the extensive litigation.
The comments come as President-elect Donald Trump&#8216;s transition team actively shapes what appears to be a dramatically different approach to crypto regulation. 
See Also: <a href="https://www.benzinga.com/24/11/42130693/bitcoins-path-to-100k-inevitable-but-leverage-to-the-gills-warns-mike-novogratz-predicts-80k-correction-ahead">Bitcoin Analyst Warns Of &#8216;4-6 Flash Crashes&#8217; Before Year-End As It Inches Closer To $100K: That&#8217;s The Moment Altcoins &#8216;Shoot Off&#8217;</a>
Why It Matters: The incoming administration is reportedly vetting candidates for the first-ever White House <a href="https://www.benzinga.com/markets/cryptocurrency/24/11/42098407/donald-trump-reportedly-eyeing-the-first-crypto-focused-role-in-the-white-house">cryptocurrency policy role</a> while major industry players like Coinbase Global Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>) CEO Brian Armstrong engage in <a href="https://www.benzinga.com/markets/cryptocurrency/24/11/42114875/coinbase-ceo-brian-armstrong-stands-out-as-candidate-for-donald-trumps-reported-crypto-czar-position-cardano-co-founder-says">high-level discussions</a>.
Industry experts see the potential for <a href="https://www.benzinga.com/24/11/42069770/us-congress-could-set-the-stage-for-broader-crypto-adoption-says-digital-asset-leader">significant policy shifts</a>, with Hunting Hill Global Capital&#8216;s CIO Adam Guren emphasizing the need for &#8220;thoughtful policy&#8221; and clear definitions for digital assets. &#8220;Well-defined classifications would encourage engagement from both individual and institutional investors,&#8221; Guren noted.
The market has responded positively to these developments, with Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) <a href="https://www.benzinga.com/24/11/42130693/bitcoins-path-to-100k-inevitable-but-leverage-to-the-gills-warns-mike-novogratz-predicts-80k-correction-ahead">approaching $100,000</a> amid reports that companies including Ripple (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/xrp/usd">XRP</a>), Kraken, and Circle (CRYPTO: USD) are seeking representation on <a href="https://www.benzinga.com/markets/cryptocurrency/24/11/42122348/trumps-planned-crypto-council-may-oversee-bitcoin-reserve-report">Trump&#8217;s promised crypto advisory council</a>.
The SEC under Gensler&#8217;s leadership has pursued actions against numerous high-profile crypto companies, including Ripple, Binance (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/bnb/usd">BNB</a>), Kraken, and others, in what many in the industry have characterized as an aggressive regulatory approach.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/24/11/42130693/bitcoins-path-to-100k-inevitable-but-leverage-to-the-gills-warns-mike-novogratz-predicts-80k-correction-ahead">Bitcoin&#8217;s Path To $100K &#8216;Inevitable&#8217; But Crypto Community Is &#8216;Leveraged To The Gills,&#8217; Warns Galaxy&#8217;s Mike Novogratz, Predicts Correction To $80K Ahead</a></li>
</ul>
SEC Gary Gensler. Photo by Third Way Think Tank on Flickr
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Coverage of Bitcoin, Etherum, Ripple and all the latest digital currencies.

Cryptocurrency

$BNB

$BTC

$XRP

COIN

As Gary Gensler Eyes 2025 Exit, SEC Crypto Cases Could 'Quietly Disappear' Under Trump's Pro-Bitcoin Agenda, Says Pantera Capital's Katrina Paglia

The Company intends to use net proceeds from the offering for general corporate purposes, which may include new debt and equity investment opportunities and the repayment of a portion of its outstanding indebtedness.

Reported Earlier, SL Green Realty Prices 5,063,291 Common Shares At $79/Share

The billionaire Republican megadonor and Citadel CEO Ken Griffin has expressed openness to selling a minority stake in the $65 billion hedge fund he established in 1990.
What Happened: Griffin has previously sold stakes in his ventures. Two years ago, Sequoia Capital acquired a stake in Citadel Securities for $1.15 billion, valuing the market maker at $22 billion. Recently, Citadel Securities received a $5 billion investment offer from a private equity firm, which Griffin mentioned would help the company remain private longer.
In an <a href="https://www.bloomberg.com/news/articles/2024-11-21/ken-griffin-says-he-s-open-to-selling-minority-stake-in-citadel">interview</a> with&nbsp;Bloomberg on Thursday at the Economic&nbsp;Club of New York, Griffin stated,&nbsp;"We would be open to&nbsp;the possibility of selling a&nbsp;minority stake in Citadel at&nbsp;some point in the future."
Griffin highlighted the challenges of public capital markets, stating,&nbsp;"We need to make being&nbsp;public in the United States&nbsp;a much more attractive proposition."&nbsp;
Despite the offer, Griffin did not confirm acceptance and ruled out taking Citadel Securities public soon. When considering potential partners, Griffin seeks firms similar to Sequoia that can enhance Citadel&#8217;s business operations.
See Also:&nbsp;<a href="https://www.benzinga.com/markets/cryptocurrency/24/11/42102652/michael-saylors-microstrategy-takes-wall-street-by-storm-becomes-second-most-traded-stock-after-nvidia?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Michael Saylor&#8217;s MicroStrategy Takes Wall Street By Storm, Becomes Second-Most Traded Stock After Nvidia</a>
Why It Matters:&nbsp;Griffin, a prominent figure in the financial world, has built&nbsp;Citadel&nbsp;into a powerhouse with over $65 billion in assets. As a mega-donor to the Republican Party, he recently voiced concerns over&nbsp;<a href="https://www.benzinga.com/news/global/24/11/42056528/gop-megadonor-ken-griffin-warns-of-slippery-slope-in-trumps-tariff-policies-sees-us-returning-to-the-business-of-business">Donald Trump&#8216;s tariff policies</a>, warning they could hinder U.S. competitiveness. 
In the past year, Citadel has achieved remarkable financial success, <a href="https://www.benzinga.com/general/23/12/36365068/show-me-the-money-inside-ken-griffins-citadels-jaw-dropping-7-billion-return">returning $7 billion to clients </a>after a 30% profit surge. Citadel&#8217;s multistrategy fund, Wellington, has gained nearly 15% year-to-date, making it one of the top-performing hedge funds. 
Read Next:&nbsp;
<ul>
<li><a href="https://www.benzinga.com/trading-ideas/movers/24/11/42102769/floki-beats-dogecoin-shiba-inu-with-double-digit-gains-after-coinbase-listing-announcement?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Floki Beats Dogecoin, Shiba Inu With Double-Digit Gains After Coinbase Listing Announcement</a></li>
</ul>
Disclaimer: This content was partially produced with the help of&nbsp;<a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a>&nbsp;and was reviewed and published by Benzinga editors.
Photo by Dan G via Flickr

GOP Megadonor Ken Griffin Is 'Open To The Possibility' Of Selling Minority Stake In Citadel

The CNN Money Fear and Greed index showed further improvement in the overall market sentiment, while the index moved to the &#8220;Greed&#8221; zone on Thursday.
U.S. stocks settled higher on Thursday, with the Dow Jomes index gaining more than 450 points during the session.
NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) shares rose by 0.5% on Thursday after the company posted upbeat earnings and sales results. Amazon (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) shares fell 2.2% on Thursday following a report suggesting the company is likely to be investigated under the EU&#8217;s Digital Markets Act next year.
Shares of Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) plunged around 4.7% following the U.S. Department of Justice&#8217;s (DOJ) announcement of sweeping remedies in its high-profile antitrust lawsuit against Google.
On the economic data front, U.S. existing home sales gained by 3.5% from the previous month to an annualized rate of 3.96 million in October. The Philadelphia Fed Manufacturing Index fell to -5.5 in November from 10.3 in the previous month, and compared to market estimates of 8. U.S. initial jobless claims declined by 6,000 from the previous week to 213,000 in the week ending Nov. 16.
Most sectors on the S&amp;P 500 closed on a positive note, with utilities, financials, and consumer staples stocks recording the biggest gains on Thursday. However, consumer discretionary and communication services stocks bucked the overall market trend, closing the session lower.
The Dow Jones closed higher by around 462 points to 43,870.35 on Thursday. The S&amp;P 500 rose 0.53% to 5,948.71, while the Nasdaq Composite rose 0.03% at 18,972.42 during Thursday's session.
Investors are awaiting earnings results from Destination XL Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DXLG#NASDAQ">DXLG</a>) and Global Blue Group Holding AG (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GB#NYSE">GB</a>) today.
What is CNN Business Fear &amp; Greed Index?
At a current reading of 57.4, the index moved to the &#8220;Greed&#8221; zone on Thursday, versus a prior reading of 49.6.
The Fear &amp; Greed Index is a measure of the current market sentiment. It is based on the premise that higher fear exerts pressure on stock prices, while higher greed has the opposite effect. The index is calculated based on seven equal-weighted indicators. The index ranges from 0 to 100, where 0 represents maximum fear and 100 signals maximum greediness.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/24/11/42114009/wall-streets-most-accurate-analysts-weigh-in-on-3-health-care-stocks-with-over-5-dividend-yields">Wall Street&#8217;s Most Accurate Analysts Weigh In On 3 Health Care Stocks With Over 5% Dividend Yields</a></li>
</ul>
Photo courtesy: Shutterstock

Pre-Market Outlook

AMZN

DXLG

NVDA

Dow Surges Over 450 Points As Nvidia Climbs Post-Earnings, Google, Amazon Slip: Fear Index Shifts To 'Greed' Zone

The gross proceeds to the Company from the offering are expected to be approximately $8.2 million, before deducting underwriting discounts, commissions and estimated offering expenses payable by the Company. The Company intends to use the net proceeds from the offering to fund operations and for working capital and general corporate purposes, including capital expenditures. The offering is expected to close on or about November 25, 2024, subject to the satisfaction of customary closing conditions.

MODD

Reported Earlier, Modular Medical Prices $8.2M Public Offering Of 5,450,573 Common Shares At $1.50/Share

The Company intends to use the net proceeds from the Offering for general corporate purposes, including funding future investments, making capital expenditures and funding working capital. The Company has granted the underwriters a 30-day option to purchase up to an additional $7.5 million aggregate principal amount of Notes. The Notes will be issued in minimum denominations of $25.00 and integral multiples of $25.00 in excess thereof. The Offering is expected to close on November 27, 2024.

METC

Reported Earlier, Ramaco Resources Prices $50M Senior Unsecured Notes Offering At 8.375% Interest Due 2029

Cloudflare: Not Good Enough

Investing in AI offers significant potential due to its expanding applications across industries, projected growth, and transformative impact, leading to promising returns and market dominance. Therefore, it could be wise to invest in top AI stocks such as Cloudflare (NET), MongoDB (MDB), and Pegasystems (PEGA) before their breakthroughs take off. Read more... AI is rapidly evolving, with its applications expanding across sectors like customer service, cybersecurity, and automation. This transformative potential signals significant future demand, making early investments highly attractive. Against this dynamic backdrop, it could be wise to buy top AI stocks such as Cloudflare, Inc. (<a href="https://stocknews.com/stock/NET/">NET</a>), MongoDB, Inc. (<a href="https://stocknews.com/stock/MDB/">MDB</a>), and Pegasystems Inc. (<a href="https://stocknews.com/stock/PEGA/">PEGA</a>).
AI has revolutionized customer service and engagement across the globe, leveraging tools such as chatbots, predictive models, and sentiment analysis to improve interactions and enhance support, leading to better business outcomes. As adoption continues to rise, global AI spending is expected to exceed $632 billion by 2028, fueled by a <a href="https://www.idc.com/getdoc.jsp?containerId=prUS52530724#:~:text=The%20rapid%20incorporation%20of%20AI,the%202024%2D2028%20forecast%20period.">29% CAGR</a> driven by advancements in AI and generative technologies.
Additionally, AI technology is now enhancing areas such as cybersecurity, personalized marketing, inventory management, and recruitment. Notably, AI-powered robotics are transforming manufacturing and customer service, driving advancements in automation and production efficiency. As a result, the AI market is expected to reach $184 billion in 2024, with a <a href="https://www.statista.com/outlook/tmo/artificial-intelligence/worldwide">28.46% CAGR</a>, growing to $826.7 billion by 2030.
Considering these conducive trends, let's analyze the fundamentals of the three AI picks mentioned above.
Cloudflare, Inc. (<a href="https://stocknews.com/stock/NET/">NET</a>)
NET operates as a cloud services provider, delivering a range of services to businesses worldwide. The company offers an integrated cloud-based security solution to secure various platforms, along with website and application security products. Additionally, it provides website and application performance solutions, a SASE platform, and network services.
On October 18, 2024, NET announced the opening of a new headquarters in Lisbon, Portugal, to strengthen its EMEA operations and support growing customer demand. This expansion highlights NET's commitment to the region and aims to leverage Lisbon's tech talent and strategic location.
On October 8, 2024, NET announced its acquisition of Kivera to enhance proactive cloud security within its Cloudflare One platform. This integration aims to prevent cloud security risks by implementing preventive controls, simplifying secure cloud operations for businesses.
In terms of the trailing-12-month gross profit, NET's 77.53% is 54.4% higher than the 50.23% industry average. Likewise, its 9.08% trailing-12-month Capex / Sales is 345.8% higher than the 2.04% industry average. Its 22.82% trailing-12-month <a href="https://www.investopedia.com/terms/l/levered-free-cash-flow.asp">levered FCF</a> margin is 103.7% higher than the 11.20% industry average.
During the third quarter that ended September 30, 2024, NET's revenues increased 28.2% year-over-year to $430.08 million. The company's non-GAAP gross profit rose 28.3% from the year-ago value to $339.11 million. Moreover, its non-GAAP net income was $72.58 million and $0.20 per share, up 31.3% and 25% from the previous year's quarter, respectively.
Street expects NET's EPS and revenue for the quarter ending December 31, 2024, to increase 19.7% and 24.8% year-over-year to $0.18 and $452.19 million, respectively. It surpassed Street EPS estimates in each of the trailing four quarters. Over the past year, the stock has gained 45.5% to close the last trading session at $92.05.
NET's <a href="https://stocknews.com/powr-ratings/">POWR Ratings</a> reflect strong prospects. The POWR Ratings assess stocks by 118 different factors, each with its own weighting.
It is ranked #15 out of 20 stocks in the B-rated <a href="https://stocknews.com/category/software-security/">Software - Security</a> industry. It has a B grade for Growth. <a href="https://stocknews.com/stock/NET/">Click here</a> to see NET's ratings for Value, Momentum, Stability, Sentiment, and Quality.
MongoDB, Inc. (<a href="https://stocknews.com/stock/MDB/">MDB</a>)
MDB and its subsidiaries provide a general-purpose database platform worldwide. The company offers MongoDB Atlas, MongoDB Enterprise Advanced, and Community Server.
On August 20, 2024, MDB announced that its Atlas for Government now supports Google Cloud's Assured Workloads, enhancing flexibility and resilience for public sector customers. This makes it the first multi-cloud data platform at FedRAMP Moderate, expanding secure cloud options for government agencies.
In terms of the trailing-12-month levered FCF margin, MDB's 15.99% is 42.7% higher than the 11.20% industry average. Its 74.02% trailing-12-month gross profit margin is 47.4% higher than the 50.23% industry average. Similarly, the stock's 0.63x trailing-12-month asset turnover ratio is 2.5% higher than the 0.61x industry average.
MDB's total revenue for the second quarter, which ended on July 31, 2024, increased 12.8% year-over-year to $478.11 million. Similarly, the company's non-GAAP gross profit grew 9.7% over the prior-year quarter to $360.79 million. Additionally, its non-GAAP net income was $59.04 million, or $0.70 per share.
For the quarter ended October 31, 2024, MDB's revenue is expected to increase 14.5% year-over-year to $495.65 million. Its EPS for the quarter ending April 30, 2025, is expected to grow 17.9% year-over-year to $0.60. It surpassed the consensus EPS estimates in each of the trailing four quarters. Over the past three months, the stock has gained 24.3% to close the last trading session at $292.
MDB's positive outlook is reflected in its POWR Ratings. It has a B grade for Growth. It is ranked #94 out of 129 stocks in the <a href="https://stocknews.com/category/software-application/">Software - Application</a> industry. To access additional grades for MDB's Value, Momentum, Stability, Sentiment, and Quality ratings, <a href="https://stocknews.com/stock/MDB/">click here</a>.
Pegasystems Inc. (<a href="https://stocknews.com/stock/PEGA/">PEGA</a>)
PEGA develops, markets, licenses, hosts, and supports enterprise software in the United States, the rest of the Americas, the United Kingdom, Europe, the Middle East, Africa, and the Asia-Pacific.
On October 29, 2024, PEGA announced Pega Infinity 24.2, introducing enhanced generative AI features to boost enterprise innovation, productivity, and customer engagement. The update includes expanded AI model support, streamlined workflows, and advanced automation tools across customer service, decisioning, and sales platforms.
In terms of the trailing-12-month net income margin, PEGA's 8.29% is 141.1% higher than the 3.44% industry average. Similarly, its 38.32% trailing-12-month Return on Common Equity is 857.5% higher than the 4% industry average. Its 1.06x trailing-12-month asset turnover ratio is 72% higher than the 0.61x industry average.
PEGA's total revenue for the nine months ended September 30, 2024, rose 5% year-over-year to $1.01 billion. For the same period, the company's gross profit stood at $718.04 million, up 7.1% year-over-year. The company's non-GAAP net income and EPS were $122.59 million and $1.38, up 111.3% and 100%, respectively, from the prior year's period.
Analysts expect PEGA's revenue for the quarter ending December 31, 2024, to increase marginally year-over-year to $474.51 million. Likewise, its EPS for the quarter ending March 31, 2025, is expected to rise 14.5% year-over-year to $0.55. It surpassed the Street EPS estimates in each of the trailing four quarters. Over the past year, the stock has gained 96.2% to close the last trading session at $88.65.
PEGA's robust fundamentals are reflected in its POWR Ratings. It has an overall rating of B, which translates to a Buy in our proprietary rating system.
It has a B grade for Sentiment and Quality. Within the B-rated <a href="https://stocknews.com/category/software-business/">Software - Business</a> industry, it is ranked #13 out of 39 stocks. To see PEGA's Growth, Value, Momentum, and Stability ratings, <a href="https://stocknews.com/stock/PEGA/">click here</a>.
What To Do Next?
Get your hands on this special report with 3 low priced companies with tremendous upside potential even in today's volatile markets:
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<hr />
NET shares were trading at $90.91 per share on Tuesday afternoon, down $2.32 (-2.49%). Year-to-date, NET has gained 9.19%, versus a 26.77% rise in the benchmark S&amp;P 500 index during the same period.
<hr><div style="clear:both;"></div> <h2>About the Author: Abhishek Bhuyan</h2> <img src='https:/wp-content/uploads/2023/07/ABhuyan.jpg' style="float:left; padding:5px;width:125px;">Abhishek embarked on his professional journey as a financial journalist due to his keen interest in discerning the fundamental factors that influence the future performance of financial instruments.<a href="https://stocknews.com/authors/?author=abhishek-bhuyan">More...</a>The post <a href=https://stocknews.com/news/net-mdb-pega-3-ai-stocks-to-buy-before-their-breakthroughs-take-off/>3 AI Stocks to Buy Before Their Breakthroughs Take Off</a> appeared first on <a href=https://stocknews.com/>StockNews.com</a>

3 AI Stocks to Buy Before Their Breakthroughs Take Off

Fortinet, Cloudflare, Akamai, AvePoint get price target changes at Citi

Goldman Sachs BDC: Is This 14% BDC Yield Risky?

Bullish option flow detected in Cloudflare (NET) with 20,108 calls trading, 6x expected, and implied vol increasing over 2 points to 39.40%. Nov-24...

Cloudflare call volume above normal and directionally bullish

Palantir Hits The Gas On Growth

Oppenheimer Asset Management highlights two Sells and a Buy: NET, AKAM, and FSLY

In a report released today, Timothy Horan from Oppenheimer maintained a Buy rating on Cloudflare (NET – Research Report), with a price target of $1...

Cloudflare (NET): New Buy Recommendation for This Technology Giant

Unusual total active option classes on open include: T-REX 2X LONG NVIDIA DAILY (NVDX), Confluent (CFLT), MongoDB (MDB), Quantum Computing (QUBT), ...

Unusually active option classes on open November 21st

AKAM

ARCC

AVPT

BIDU

BXSL

CFLT

FSLY

GSBD

MARA

MSFT

NVDL

PEGA

PLTR

QUBT

Press Releases

Cloudflare Helps Secure the World's Most Popular Messaging Applications

Cloudflare Introduces Speed Brain to Instantly Make Millions of Web Pages 45% Faster

Cloudflare Enhances AI Inference Platform with Powerful GPU Upgrade, Faster Inference, Larger Models, Observability, and Upgraded Vector Database

Cloudflare Named Winner of the 2024 DigiCert Quantum Readiness Award

Cloudflare Acquires Kivera to Deliver Simple, Preventive Cloud Security

Cloudflare Announces Date of Third Quarter 2024 Financial Results

Cloudflare Appoints Chirantan "CJ" Desai as President of Product & Engineering; Continues Strong Leadership Team Momentum in 2024

Cloudflare Expands EMEA Operations with New Headquarters to Further Support Growing Customer Demand & Innovation

Cloudflare Announces Third Quarter 2024 Financial Results

Cloudflare Named a Leader in the 2024 IDC MarketScape for Worldwide Edge Delivery Services

Akamai Techs

Applied Digital Corporation - Common Stock

Applied Digital

Couchbase

Brightcove

BigCommerce Holdings, Inc. - Series 1 Common Stock

BigCommerce Holdings

Backblaze

Core Scientific

Crexendo

DigitalOcean Holdings

Fastly

GoDaddy

GDS Holdings Limited - American Depositary Shares

GDS Holdings

Kingsoft Cloud Holdings Limited - American Depositary Shares

Kingsoft Cloud Hldgs

MongoDB

Okta

Rackspace Technology, Inc. - Common Stock

Rackspace Tech

Snowflake

Tucows

Twilio

VNET Group, Inc. - American Depositary Shares

VNET Gr

VeriSign

Wells Fargo

Scotiabank

Piper Sandler

Mizuho

지난주 가장 높은 성과를 보인 대형 주식 11개가 있다. 여러분의 포트폴리오에 포함되어 있나요?
1. 아스테라 랩스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALAB#NASDAQ">ALAB</a>)의 주가는 <a href="https://www.benzinga.com//node/41250240" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">인공지능(AI) 인프라</a>를 위한 새로운 패브릭 스위치를 출시한 후 27.42% 상승했다. 주가 상승은 또한 <a href="https://www.benzinga.com/analyst-stock-ratings" target="_blank" rel="noreferrer noopener">분석가의 긍정적인 평가</a>에서 기인했을 수 있다.
2. 심보틱(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SYM#NASDAQ">SYM</a>)의 주가가 25.55% 상승했다. 이는 회사가 목요일에 월멕스(Walmart de México y Centroamérica)와의 계약을 발표한 후 발생한 일이다. 이 계약은 <a href="https://www.benzinga.com/pressreleases/24/10/g41268313/symbotic-announces-agreement-to-implement-multiple-industry-leading-warehouse-automation-systems-f" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">소매업체의 두 개 위치</a>에 창고 자동화 시스템을 구현하는 것이다.
3. 마이크로스트레티지(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>)의 주가가 20.44% 상승했다. 이는 비트코인(CRYPTO:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/btc-usd" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for BTC/USD" data-google-interstitial="false">BTC</a>) 가격 상승과 관련이 있다.
4. 어펌 홀딩스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AFRM#NASDAQ">AFRM</a>)의 주가가 19.61% 상승했다. 이는 웰스 파고(Wells Fargo)가 주식을 중립에서 비중 확대 등급으로 <a href="https://www.benzinga.com/quote/afrm/analyst-ratings" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">상향 조정</a>하고 목표 주가를 $40에서 $52로 상향 조정한 후 발생한 일이다.
5. 우버 테크놀로지스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>)의 주가가 16.24% 상승했다. 이는 테슬라(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)가 2026년에 사이버택시(Cybercab)라는 <a href="https://www.benzinga.com//node/41288999" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">경쟁 제품</a>이 생산에 들어간다고 발표한 후 발생한 일이다.
6. 슈퍼 마이크로 컴퓨터(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>)의 주가가 15.94% 상승했다. 이는 <a href="https://www.benzinga.com//node/41211823" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">회사</a>가 인공지능(AI) 공장을 위해 100,000개 이상의 액체 냉각 시스템이 장착된 GPU를 배치했다고 발표한 후 발생한 일이다.
7. 로빈후드 마켓(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOOD#NASDAQ">HOOD</a>)의 주가가 14.77% 상승했다. 이는 회사가 12월 4일 투자자 행사 개최를 발표한 후 발생한 일이다.
8. 노르웨이안 크루즈 라인 홀딩스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NCLH#NYSE">NCLH</a>)의 주가가 14.66% 상승했다. 이는 씨티그룹이 주식을 중립에서 매수로 상향 조정하고 <a href="https://www.benzinga.com//node/41255765" target="_blank" rel="noreferrer noopener" data-google-interstitial="false">목표 주가를 $20에서 $30</a>으로 상향 조정한 후 발생한 일이다.
9. Z스케일러(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZS#NASDAQ">ZS</a>)의 주가가 13.99% 상승했다.
10. 카니발(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCL#NYSE">CCL</a>)의 주가가 13.37% 상승했다.
11. 클라우드플레어(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NET#NYSE">NET</a>)의 주가가 12.03% 상승했다. 이는 회사가 <a href="https://www.benzinga.com//node/41276670" target="_blank" rel="noreferrer noopener">신임 제품 및 엔지니어링 사장</a>을 임명했다고 발표한 후 발생한 일이다.
이미지 출처: Shutterstock
다른 트레이더들보다 30분 일찍 독점 시장 움직임 뉴스를 받아보세요. 
Benzinga Pro의 14일 무료 체험을 통해 독점 뉴스 기사를 이용할 수 있어 수백만 명의 다른 트레이더보다 먼저 실행 가능한 거래 뉴스를 얻을 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

클라우드 연결 회사인 클라우드플레어(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NET#NYSE">NET</a>)는 2분기 매출이 전년 동기 대비 30% 증가한 4억 100만 달러를 기록했다고 발표했다. <a href="https://www.benzinga.com/pro/?utm_source=BZprocontent080124&amp;t=be2bearmibe3na1">벤징가 프로</a>의 데이터에 따르면 매출은 월가의 합의 추정치인 3억 9,469만 달러를 넘어섰다.
이 회사는 주당 순이익을 20센트로 보고했는데, 이는 월가의 컨센서스인 주당 14센트를 뛰어넘는 수치이다.
&#8220;우리는 연간 매출이 16억 달러를 넘고 전년 대비 30% 성장하는 등 강력한 2분기를 보냈다. 세상은 여전히 ​​복잡하지만 우리 팀은 실행에 집중하여 전년 대비 두 자릿수 판매 생산성 향상을 포함한 놀라운 결과를 달성했다&#8221;고 클라우드플레어의 CEO인 매튜 프린스(Matthew Prince)가 말했다.
또한 읽기: 클라우드플레어에 대한 <a href="https://www.benzinga.com/quote/NET/analyst-ratings">분석가 평가</a>
다음은: 클라우드플레어는 3분기 매출을 4억 2,300만 달러에서 4억 2,400만 달러로 예상하고 있다. Benzinga Pro의 데이터에 따르면 분석가들은 3분기 매출이 4억 2,360만 달러에 달할 것으로 예상한다.
3분기 주당 순이익에 대한 지침은 월가의 컨센서스 추정치인 주당 15센트와 비교하면 주당 18센트이다.
전체 회계연도 동안 클라우드플레어는 16억 5,700만 달러에서 16억 5,900만 달러의 매출을 예상한다. Benzinga Pro에 따르면 분석가들은 16억 5천만 달러의 매출을 기대하고 있다.
연간 주당 순이익은 현재 월가의 추정치인 63센트에 비해 70센트에서 71센트 범위로 예상된다.
NET 주가 움직임: 목요일 애프터마켓에서 클라우드플레어의 주식은 10.22% 상승한 82.00달러에 거래되었다.
사진: T. Schneider/Shutterstock.com
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. 
<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

합병 및 통합에 대한 수요가 명배한 가운데, 사이버 보안 위협이 더욱 빈번해지고 심각해짐에 따라 기업들과 정부들은 <a href="https://www.benzinga.com/topic/cybersecurity">그들의 방어책을 강화할 수밖에 없다</a>.
대규모 IT 기업들과 사모펀드 투자자들이 사이버 보안 전문가들을 확보함에 따라 이 산업은 상당한 성장과 변화를 맞이할 준비가 되어 있다. 구글의 위즈(Wiz) 인수는 이러한 방향으로 나아가는 중요한 단계이며, 사이버 보안 거대 기업들이 현장을 장악하고 더욱 강력하고 통합된 보호 솔루션을 제공하는 미래를 예고하고 있다.
<h2 class="wp-block-heading">구글의 위즈 인수가 업계의 합병 파장을 촉발</h2>
구글의 모회사인 알파벳(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>)의 230억 달러 규모의 위즈 인수는 사이버 보안 환경을 뒤흔들며 대규모 통합 물결의 시작을 예고하고 있다.
위즈의 CEO인 아사프 라파포트(Assaf Rappaport)는 포춘 브레인스톰 테크(Fortune Brainstorm Tech) 컨퍼런스에서 연설하면서 이러한 움직임의 필요성을 강조했다. 라파포트는 &#8220;무엇보다도 보안 시장의 통합이 정말 필요하다고 생각한다&#8221;라고 말했다. 그는 시장의 세분화된 성격을 지적하고 M&amp;A(인수 및 합병) 활동이 이제 막 활발해지기 시작했다고 예측했다.
<h2 class="wp-block-heading">소니와 MGM, 사이버 보안 분야로의 투자 확대 지속</h2>
기업 재무분석사협회(CFA)의 최신 데이터는 이러한 추세를 뒷받침한다. IT 서비스 M&amp;A 활동에 관한 CFA의 2024년 2분기 <a href="https://www.channele2e.com/news/cybersecurity-consolidation-it-services-driving-robust-ma-in-2024" target="_blank" rel="noopener">보고서</a>는 사이버 보안 솔루션에 대한 수요가 폭발적으로 증가하고 있음을 강조한다.
CFA의 매니징 디렉터인 존 홀랜드(John Holland)는 "자본은 항상 성장 기회를 찾고 있다. 사이버 보안 솔루션 제공업체들은 투자자들에게 엄청난 성장 잠재력을 제공한다"고 말했다. 그는 기업 주체들과 정부들 모두에 경각심을 불러일으킨 악명 높은 소니 해킹을 상기하고, 사이버 보안에 대한 투자를 지속적으로 유도하는 최근 MGM 해킹과 같은 지속적인 사건들을 언급했다.
<h2 class="wp-block-heading">링크는 &#8216;빅 5는 더 커질 것&#8217;이라고 주장</h2>
하이타워 어드바이저(Hightower Advisors)의 최고 투자 전략가인 스테파니 링크(Stephanie Link)는 구글의 움직임을 시작에 불과하다고 보고 있다. &#8220;구글의 위즈 결정은 대규모 M&amp;A의 빙산의 일각에 불과하다. 빅 5는 점점 더 커질 것이다&#8221;라고 그녀는 팔로알토 네트웍스(NASDAQ:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/panw" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for PANW">PANW</a>), 크라우드스트라이크 홀딩스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWD#NASDAQ">CRWD</a>), Z스케일러(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZS#NASDAQ">ZS</a>), 클라우드플레어(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NET#NYSE">NET</a>), 포티넷(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FTNT#NASDAQ">FTNT</a>)와 같은 주요 기업들을 언급하며 말했다.
링크는 또한 시장의 잠재력을 강조하며, 2030년까지 총 주소 가능한 시장이 2조 달러 이상에 이를 것으로 전망했다. 그녀는 &#8220;최고 기술책임자(CTO)들은 비즈니스를 안전하게 지키기 위해 AI와 사이버 보안에 지출을 집중할 수밖에 없다&#8221;고 덧붙이며, 여러 공급업체들에서 더 통합된 솔루션으로의 전환을 언급했다.
이 통합 물결은 사이버 보안 방어를 강화하기 위한 전략적 M&amp;A의 더 넓은 추세를 반영한다. 기업들과 정부들이 점점 더 정교해지는 사이버 위협에 직면함에 따라, 업계는 포괄적인 보안 솔루션을 제공할 수 있는 더 적고 강력한 플레이어들로 진화하고 있다.
구글의 위즈 인수는 이러한 변화를 명확히 나타내며, 디지털 시대의 증가하는 요구를 충족시키기 위해 향상된 기능과 간소화된 서비스를 약속한다.
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사이버 보안 시장은 2030년까지 2조 달러로 성장 전망: 빅 5는 '더욱 커질 것', 전문가

클라우드플레어(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NET#NYSE">NET</a>)는 목요일 시장 마감 후 1분기 실적을 발표했다. <a href="https://www.benzinga.com/pressreleases/24/05/b38597801/cloudflare-announces-first-quarter-2024-financial-results" target="_blank" rel="noreferrer noopener">상세정보</a>는 다음과 같다.
클라우드플레어는 분기별 주당 이익을 16센트로 보고했는데, 이는 분석가의 합의 추정치인 13센트를 23.08%나 앞선 것이다. 이 회사는 분기별 매출을 3억 7,860만 달러로 마감했는데, 이는 분석가의 합의 추정치인 3억 7,309만 달러를 넘어섰다. 전년 동기 대비 30.47% 성장한 수치다.
잉여현금흐름은 2023년 1분기 1,390만 달러, 즉 매출의 5%에 비해 3,560만 달러, 즉 매출의 9%였다. 현금 및 등가물은 2024년 3월 31일 기준 총 17억 1,600만 달러이다.
&#8220;1분기는 전년 동기 대비 30% 성장한 3억 7,860만 달러를 기록하면서 올해의 강력한 시작을 의미했다. 이는 전년 대비 기록적인 수의 순 신규 고객들이 클라우드플레어에 연간 100,000달러, 500,000달러 그리고 100만 달러 이상을 지출한 데 힘입은 것이다&#8217;고 클라우드플레어의 최고경영자(CEO)인 매튜 프린스(Matthew Prince)가 말했다.
그는 &#8220;우리 팀이 네트워크를 지속적으로 확장하고, 점점 더 많은 대규모 고객들을 대상으로 서비스를 제공하고, 기존보다 완전히 새로운 제품 군을 출시하며(인공지능 공간에서도 꾸준히 성장 중), 우리의 총괄 마진과 운영 마진, 그리고 우리의 잉여현금흐름에 대한 견실한 관리 방식을 펼쳐 나간다는 점에서 저는 대단히 자랑스럽게 생각한다&#8221;고 덧붙였다.
전망 (Outlook): 클라우드플레어는 2분기 매출이 추정치 3억 9,340만 달러 대비 3억 9,350만 달러에서 3억 9,450만 달러 사이일 것으로 예상하고, 조정 수익은 추정치 13센트 대비 주당 약 14센트일 것으로 예상한다.
이 회사는 2024년 연간 매출이 추정치 16억 5,300만 달러 대비 16억 4,800만~16억 5,200만 달러, 조정 이익이 60센트 추정 대비 60~61센트일 것으로 예상하고 있다.
관련 뉴스: <a href="https://www.benzinga.com/news/24/05/38595976/rivian-automotive-receives-827m-incentive-package-whats-going-on-with-rivian-stock" target="_blank" rel="noreferrer noopener">리비안 오토모티브, 8억 2,700만 달러의 인센티브 패키지 수령</a>
NET 주가 움직임: <a href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw" target="_blank" rel="noreferrer noopener">벤징가 프로</a>에 따르면, 클라우드플레어의 주식은 시간외 거래에서 14.30% 하락한 76.25달러에 거래되었다.

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