News

546 articles · 14 categories
Editor's pick Interviews
Hosting Is the Next Layer AI Will Transform – Vito Peleg, CEO of Atarim
Konrad Keck · 29 May 2026 · 8 min read
#ai#hosting#hosts-del-mar
Vito Peleg of Atarim on why he reads AI as the biggest opportunity hosting has had in fifteen years, how today's vibe coders mirror the server-in-the-bedroom generation that built today's hosting market, and why reactive agencies feel like a tax while proactive ones win.
Articles tagged #stock
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Stock reports
Akamai Up 26%, Cloudflare Down 16%. Q1 Earnings Show Where AI Value Lives.
by Natalia Nowak · 8 May 2026 · 8 min read
On May 7, Akamai signed a $1.8 billion, seven-year AI compute contract and surged 26% in after-hours trading. Cloudflare beat Q1 estimates with $639.8M in revenue, raised full-year guidance, and fell roughly 16% after announcing 1,100 layoffs and Q2 guidance that missed analyst consensus. Alongside Q1 results from GoDaddy, DigitalOcean, Verisign, and Tucows, the divergence reveals a clear 2026 pattern: contracted AI compute is valued over platform positioning.
Stock reports
Anthropic’s Managed Agents Sent Fastly Down 18% and Triggered a CDN Sector Selloff
by Łukasz Nowak · 13 Apr 2026 · 4 min read
Claude Managed Agents offers a hosted agent runtime at $0.08 per hour, removing the need for a third-party infrastructure layer for Claude-based deployments, and OpenAI had moved in the same direction with hosted shell containers two months earlier. The CDN sector's selloff reflects a directional concern about model providers building down the infrastructure stack, not a precise calculation of displaced revenue from any single product launch.
Stock reports
Cloudflare’s April 9: Outage, $33 Million CEO Sale, and Anthropic. The Stock Fell 11 Percent.
by Łukasz Nowak · 10 Apr 2026 · 4 min read
Claude Managed Agents provides a hosted disposable Linux container runtime for Claude-based agents at $0.08 per hour, with session management, checkpointing, and multi-agent coordination included, removing the need for a third-party infrastructure layer that Cloudflare's Workers AI and Dynamic Workers were built to provide.
Stock reports
Hostinger Pays Out €11.8 Million in Employee Stock Options – and the Numbers Behind It Tell a Bigger Story
by Łukasz Nowak · 18 Mar 2026 · 9 min read
Hostinger distributed €11.8 million to employees through its stock option program, backed by €275.4 million in 2025 revenue (+51% YoY) and 4.6 million customers. The payout highlights a growing divide in the hosting industry: companies that share equity with employees versus PE-owned operators that optimize for investor returns.
Other
Wix trades 68.7% below 2025 levels despite $2B buyback plan
by Damian Andruszkiewicz · 13 Feb 2026 · 1 min read
Wix closed at $70.95 on February 12, 2026. In January 2025, the stock was trading around $240–$247 per share and the 52-week high stands at $239,73. From that peak to $70.95, the decline is approximately -68%. This is not a minor correction. It is a full valuation reset. The buyback decision On January 28, 2026,
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