U.S. stock market midday update: Cloudflare drops nearly 10%! Security vulnerabilities raise market concerns, analysts downgrade target price affecting sentiment

U.S. Stock Market Midday Update CloudFlare fell 9.98%, with increased trading volume. Based on recent key news: On January 27, a security vulnerability in Clawdbot exposed a large number of API keys and private chat records, impacting Cloudflare's stock price decline. Security experts warned about the risks associated with Clawdbot's gateway exposure, affecting hundreds of servers and highlighting the importance of cybersecurity. Source: Jinse Finance On January 27, Cloudflare's AI services were widely used, and it is expected that AI-related traffic and revenue growth will be reflected in the upcoming earnings report. Investors are focused on the earnings report on February 10 to assess the actual performance of the AI business. Source: Cloudflare Official Website On January 27, analysts lowered Cloudflare's target price while maintaining a buy rating. Mizuho, Citigroup, and UBS all reduced their target prices, reflecting a cautious market attitude towards its future performance. Source: Benzinga Pro AI security issues have raised market concerns, focusing on the earnings report. Stocks with High Trading Volume in the Industry Coreweave fell 2.69%. Based on recent key news: On January 26, NVIDIA announced a $2 billion investment in CoreWeave, driving its stock price up 10% in pre-market trading. NVIDIA purchased Class A common stock of CoreWeave at $87.2 per share, demonstrating confidence in its AI factory construction capabilities. Source: Viewpoint Network On January 27, Deutsche Bank and Mizuho raised CoreWeave's target price to $140 and $100, respectively, boosting the stock price. Source: MarketBeat On January 27, analysts held an optimistic view on CoreWeave's long-term prospects, with D.A. Davidson upgrading its rating to buy, believing in a strong demand outlook for computing power. Source: Bloomberg AI industry investment is active, and market volatility is increasing. Applied Digital fell 2.05%. Based on recent key news: On January 29, a FactSet survey showed that the median target price for Applied Digital was raised to $43.5, with analysts providing a positive outlook. The stock price rose 4.82% over the past five days, but there was no significant performance in the short term. On January 27, MarketBeat reported that although Applied Digital received a buy rating, top analysts were more optimistic about five other stocks, which could affect investor confidence. On January 27, Benzinga Pro data showed that Applied Digital's stock price had risen 5.47% to $39.75, indicating a positive market reaction to its short-term performance Industry trends are positive, analysts are optimistic, and short-term fluctuations are evident. Shopify rose 2.25%, with increased trading volume. Based on recent key news: On January 28, Shopify announced it will release its Q4 2025 and full-year financial report on February 11, and the market has optimistic expectations for its performance, driving the stock price up. Source: Public Technologies On January 27, OpenAI announced an advertising test, presenting new challenges for Shopify merchants, and the market holds a cautiously optimistic view on its future development. Source: YG News On January 26, analysts maintained a "Moderate Buy" rating on Shopify but did not include it in the top recommendations, causing slight fluctuations in investor confidence. Source: MarketBeat. Competition in cross-border e-commerce is intensifying, and traffic costs are rising. Stocks ranked among the top in industry market capitalization Snowflake rose 2.50%. Based on recent key news: On January 27, Snowflake partnered with Itron to advance AI data cloud, enhancing grid planning capabilities. This collaboration aims to leverage AI technology to improve efficiency and planning capabilities, driving Snowflake's stock price up. On January 27, Tredence partnered with Snowflake to provide AI-driven intelligent solutions for energy companies. This collaboration marks significant progress in the modernization of energy companies, enhancing market confidence in Snowflake. On January 28, Argus announced a partnership with Snowflake to provide AI-driven energy data and analytics through its energy solutions service. This move will improve efficiency and resilience, further driving Snowflake's stock price up. AI technology is widely applied in the energy sector, and the market is active