Cloudflare buys AI data marketplace Human Native

A logo of CLOUDFLARE sits outside the company’s house on the opening day of the 55th annual meeting of the World Economic Forum (WEF) in Davos, Switzerland, January 20, 2025. Yves Herman | Reuters Cloudflare is acquiring artificial intelligence data marketplace Human Native, the company said Thursday, as it expands its push to develop transactions…

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TSMC extends record quarter, profit jumps 35% on robust AI chip demand

TSMC offices in San Jose, California, on April 18, 2024. Bloomberg | Bloomberg | Getty Images Taiwan Semiconductor Manufacturing Company on Thursday reported a 35% increase in fourth-quarter profit, beating estimates and hitting a fresh record as demand for artificial intelligence chips remained strong. Here are the company’s results versus LSEG SmartEstimates, which are weighted…

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China’s ban on cybersecurity software roils three stocks — our view

Geopolitical tensions are shaking the cybersecurity tape, impacting Club names Palo Alto Networks , CrowdStrike , and Broadcom . But they’re not changing our investment theses. Reuters reported Wednesday that Chinese authorities have told domestic companies to stop using cybersecurity software from a handful of U.S. and Israeli firms, including Palo Alto Networks, CrowdStrike, Fortinet,…

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