AI Software Shares Jump. Twilio up 17%; Cloudflare up 12%; Atlassian up 5%

TigerOct 31, 2025 2:02 PM

View all comments（0）



AI application software shares jumped in Friday trading. Twilio up 17%; Cloudflare up 12%; Atlassian up 5%; AppLovin, Datadog up 4%; Palantir, Unity, SoundHound AI up 3%.

Twilio shares climbed after the company raised its guidance for the full year.

The company, which helps other businesses send out messages, now expects annual revenue to grow 12.4% to 12.6%, an increase from the 10% to 11% range it previously shared. It also raised its view for adjusted income from operations.

Cloudflare reported Q3 adjusted earnings late Thursday of $0.27 per diluted share, up from $0.20 a year earlier. Analysts polled by FactSet expected $0.23.

Revenue in the three months ended Sept. 30 rose to $562 million from $430.1 million a year earlier.

Disclaimer: The information provided on this website is for educational and informational purposes only and should not be considered financial or investment advice.

Comments (0)

Click the $ button, enter the symbol, and select to link a stock, ETF, or other ticker.

Commenting Guidelines

Recommended Articles

US Stocks Mixed as Dow Drops 160 Points; Tech Stocks Lead, Meta Rises 4.5%

The top leaders of China and the U.S. met in the United States, alongside reports that U.S.-Iran negotiations were seeking to reopen the Strait of Hormuz. U.S. stocks recovered part of their losses, with technology stocks leading the gains. At the close, the Dow Jones Industrial Average fell 0.31% to 51,349.98; the Nasdaq Composite Index rose 0.01% to 26,939.37; and the S&P 500 Index dipped 0.02% to 7,704.13.

Meta Stock Forecast: Muse Monetization Path Is Key as JPMorgan Raises Price Target to $920; Can Stock Hit Record High?

On September 24, Eastern Time, Meta Platforms (META) reached an intraday price of $777.89, hitting a nearly one-year high. Following the Meta Connect event, JPMorgan raised its price target on the company from $820 to $920 while maintaining an Overweight rating. The core reason is that the monetization path for Muse is becoming increasingly clear, leaving the bank more optimistic about Meta's growth potential beyond advertising.

Oracle Tumbles 7% as Project Jupiter Data Center Force Majeure Notice Sparks Delay Concerns

On September 24, Oracle (ORCL) fell as much as 5% in pre-market trading and dropped over 7% after the market opened. Sparking market concerns was a force majeure notice issued by the company regarding Project Jupiter, a large-scale data center in New Mexico. Investors' focus is shifting from massive AI orders to delivery timelines and capital recovery. According to Bloomberg, Oracle has sent a formal notice to developer Stack Infrastructure, seeking to delay payments if the project fails to become operational as planned in 2028. This move does not imply exiting its position as the primary tenant, nor does it mean a payment waiver has been granted. Oracle maintained that the project is proceeding according to schedule, but did not specifically address the notice itself.

Meta Connect 2026 New Product Roundup: Muse Integrated Into AI Glasses, Can It Drive Meta Revenue Growth?

TradingKey - At the Connect 2026 conference held from September 23 to 24, Meta (META) unveiled the Ray-Ban Meta Audio, third-generation Ray-Ban Meta, and Meta VR Glasses, while upgrading the Meta Ray-Ban Display. The company also announced the integration of its personal AI agent, Muse, into its AI glasses, expanding its product scope from mobile phones and social apps to wearable devices.

The Week Ahead: US-China Summit in Washington, Costco Earnings and Fed Rate Path in Focus

TradingKey - During the week of September 21 to 25, Eastern Time, the US stock market will focus on the meeting between Chinese and US leaders, the Federal Reserve's policy outlook, and economic data such as US new home sales and durable goods orders.

Featured Tools