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| Bergman ArturChief Technology Officer | Sell | 32,139 | $823.1K | Mon, Oct 26 |
| Compton Charles Lacey IIICEO | Sell | 8,941 | $223.3K | Mon, Oct 26 |
| Bergman ArturChief Technology Officer | Sell | 4,900 | $120.5K | Mon, Oct 26 |
| Compton Charles Lacey IIICEO | Sell | 9,016 | $208.1K | Mon, Oct 19 |
| Compton Charles Lacey IIICEO | Sell | 11,433 | $284.7K | Fri, Oct 16 |
| Bergman ArturChief Technology Officer | Sell | 30,739 | $818.3K | Mon, Oct 12 |
| Bergman ArturChief Technology Officer | Sell | 5,500 | $152.0K | Mon, Oct 12 |
| Bergman ArturChief Technology Officer | Sell | 800 | $22.8K | Mon, Oct 12 |
| Bergman ArturChief Technology Officer | Sell | 3,002 | $90.3K | Fri, Oct 9 |
| Bergman ArturChief Technology Officer | Sell | 3,961 | $100.1K | Tue, Sep 29 |
| Bergman ArturChief Technology Officer | Sell | 32,878 | $813.7K | Mon, Sep 28 |
| Bergman ArturChief Technology Officer | Sell | 200 | $5.0K | Mon, Sep 28 |
Axon's 33% revenue growth and positive margins contrast sharply with Fastly's losses, but valuation multiples tell a different story.
Figma trades at a premium valuation with AI monetization upside, while Fastly offers a lower multiple but faces customer concentration risk.
Microsoft and Alphabet both came up short on capital spending last quarter, and the AI cloud stocks that depend on that expansion are paying the price today.
CrowdStrike has scale, profitability, and a record pipeline heading into its Q3 report. Fastly’s turnaround is gaining traction but the path to consistent profits remains uneven.
Fastly (FSLY) is back in focus after the company expanded its partnership with Jio Platforms to power the JioCDN service across India, tying its edge cloud more closely to Jio’s 5G and broadband network.
Edge cloud is splitting from the GPU crowd in today's trading, and one name is pulling so far ahead of its own sector fund that traders are asking whether a single partnership deal just rewrote the growth story.
On 13 October 2026, Fastly, Inc. reported an expanded partnership with Jio Platforms to power JioCDN across Jio’s 5G and fixed broadband network in India, supporting secure, large scale delivery for services like JioHotstar, AJIO, and JioTV.
Here is how Fastly (FSLY) and Arrow Electronics (ARW) have performed compared to their sector so far this year.
Publishers on Fastly can now identify the AI crawlers accessing their content, publish machine-readable RSL licensing terms, and allow, block, or charge for AI access at the edge, without changing CDNsNEW YORK, NY / ACCESS Newswire / October 12, 2026 / today…