Geopolitics Alpha

8-K - Fastly, Inc. (0001517413) (Filer)

Published . Updated .

Key takeaways

  • 8-K - Fastly filed an 8-K with the SEC on Nov 4 (a notice of a material company event).
  • Exposed: FSLY, XLK, MSFT, PLTR, ORCL
  • Market reaction: FSLY −22.8% after three sessions; XLK −4.3% after three sessions; CRWD −6.3% after three sessions

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GEOPOLITICS ALPHA8-K - Fastly, Inc. (0001517413)(Filer)FSLYGEOPOLITICS ALPHA

8-K - Fastly filed an 8-K with the SEC on Nov 4 (a notice of a material company event).

Directly affected

  • FSLY Fastly-22.8% 5d

    Named in this report.

Indirectly affected

  • XLK Technology Select Sector SPDR+3.2% 8d

    Technology Select Sector SPDR holds the technology sector that Fastly belongs to, so it often moves with news about it.

  • MSFT Microsoft+4.0% 30d

    Microsoft is a peer of Fastly in prepackaged software; rivals often move on the same news.

  • PLTR Palantir Technologies-9.7% 30d

    Palantir Technologies is a peer of Fastly in prepackaged software; rivals often move on the same news.

  • ORCL Oracle-9.5% 30d

    Oracle is a peer of Fastly in prepackaged software; rivals often move on the same news.

  • CRWD CrowdStrike Holdings-10.6% 7d

    CrowdStrike Holdings is a peer of Fastly in prepackaged software; rivals often move on the same news.

  • SHOP Shopify-1.2% 30d

    Shopify is a peer of Fastly in prepackaged software; rivals often move on the same news.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
FSLY+21.92%-2.09%base-27.01%-24.37%-24.06%-22.82%
XLK+6.96%-1.25%base-7.19%-6.39%-2.88%-4.26%
MSFT-4.62%-8.82%base-3.67%-4.58%-1.49%-4.12%
PLTR+14.40%+3.94%base-9.77%-6.60%-0.84%-1.62%
ORCL+12.75%-3.78%base-6.95%-6.24%-3.10%-4.71%
CRWD+8.40%+0.33%base-10.05%-9.97%-5.09%-6.34%
SHOP+9.06%+2.13%base-6.03%-2.72%-0.66%-4.23%

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Filed: 2026-11-04 AccNo: 0001517413-26-000343 Size: 329 KB Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers Item 7.01: Regulation F…

Source: sec-edgar

Fastly (FSLY) since this story, compared with the market

Since the first closing price after “8-K - Fastly, Inc. (0001517413) (Filer),” Fastly (FSLY) is +5.77%.

CompanyWhenMoveStatus
CrowdStrike Holdings (CRWD)that day-10.05%final price
CrowdStrike Holdings (CRWD)the next day-9.97%final price
CrowdStrike Holdings (CRWD)two days later-5.09%final price
CrowdStrike Holdings (CRWD)three days later-6.34%final price
CrowdStrike Holdings (CRWD)three days earlier+0.33%final price
CrowdStrike Holdings (CRWD)five days earlier+8.40%final price
Fastly (FSLY)that day-27.01%final price
Fastly (FSLY)the next day-24.37%final price
Fastly (FSLY)two days later-24.06%final price
Fastly (FSLY)three days later-22.82%final price
Fastly (FSLY)three days earlier-2.09%final price
Fastly (FSLY)five days earlier+21.92%final price
Microsoft (MSFT)that day-3.67%final price
Microsoft (MSFT)the next day-4.58%final price
Microsoft (MSFT)two days later-1.49%final price
Microsoft (MSFT)three days later-4.12%final price
Microsoft (MSFT)three days earlier-8.82%final price
Microsoft (MSFT)five days earlier-4.62%final price
Oracle (ORCL)that day-6.95%final price
Oracle (ORCL)the next day-6.24%final price
Oracle (ORCL)two days later-3.10%final price
Oracle (ORCL)three days later-4.71%final price
Oracle (ORCL)three days earlier-3.78%final price
Oracle (ORCL)five days earlier+12.75%final price
Palantir Technologies (PLTR)that day-9.77%final price
Palantir Technologies (PLTR)the next day-6.60%final price
Palantir Technologies (PLTR)two days later-0.84%final price
Palantir Technologies (PLTR)three days later-1.62%final price
Palantir Technologies (PLTR)three days earlier+3.94%final price
Palantir Technologies (PLTR)five days earlier+14.40%final price
Shopify (SHOP)that day-6.03%final price
Shopify (SHOP)the next day-2.72%final price
Shopify (SHOP)two days later-0.66%final price
Shopify (SHOP)three days later-4.23%final price
Shopify (SHOP)three days earlier+2.13%final price
Shopify (SHOP)five days earlier+9.06%final price
Select Sector Spdr Tr (XLK)that day-7.19%final price
Select Sector Spdr Tr (XLK)the next day-6.39%final price
Select Sector Spdr Tr (XLK)two days later-2.88%final price
Select Sector Spdr Tr (XLK)three days later-4.26%final price
Select Sector Spdr Tr (XLK)three days earlier-1.25%final price
Select Sector Spdr Tr (XLK)five days earlier+6.96%final price
FSLY

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Fastly (FSLY)

Companies mentioned with this story

  • FSLY Fastly

    For “8-K - Fastly, Inc. (0001517413) (Filer),” Fastly (FSLY) is linked, with no stored direction, high confidence. Reason on file: SEC 8-K filing -> direct issuer disclosure -> FSLY

  • XLK Select Sector Spdr Tr

    In “8-K - Fastly, Inc. (0001517413) (Filer),” Select Sector Spdr Tr (XLK) is linked, with no stored direction, medium confidence. Reason on file: Technology Select Sector SPDR holds the technology sector that Fastly belongs to, so it often moves with news about it

  • MSFT Microsoft

    For “8-K - Fastly, Inc. (0001517413) (Filer),” Microsoft (MSFT) is linked, with no stored direction, medium confidence. Reason on file: Microsoft is a peer of Fastly in prepackaged software; rivals often move on the same news

  • PLTR Palantir Technologies

    In “8-K - Fastly, Inc. (0001517413) (Filer),” Palantir Technologies (PLTR) is linked, with no stored direction, medium confidence. Reason on file: Palantir Technologies is a peer of Fastly in prepackaged software; rivals often move on the same news

  • ORCL Oracle

    For “8-K - Fastly, Inc. (0001517413) (Filer),” Oracle (ORCL) is linked, with no stored direction, medium confidence. Reason on file: Oracle is a peer of Fastly in prepackaged software; rivals often move on the same news

  • CRWD CrowdStrike Holdings

    In “8-K - Fastly, Inc. (0001517413) (Filer),” CrowdStrike Holdings (CRWD) is linked, with no stored direction, medium confidence. Reason on file: CrowdStrike Holdings is a peer of Fastly in prepackaged software; rivals often move on the same news

  • SHOP Shopify

    In “8-K - Fastly, Inc. (0001517413) (Filer),” Shopify (SHOP) is linked, with no stored direction, medium confidence. Reason on file: Shopify is a peer of Fastly in prepackaged software; rivals often move on the same news

How “8-K - Fastly, Inc. (0001517413) (Filer)” reaches Fastly (FSLY)

On 4 Nov 2026, “8-K - Fastly, Inc. (0001517413) (Filer)” is the story that connects Fastly (FSLY) to this story.

The link for Fastly (FSLY) is this: SEC 8-K filing -> direct issuer disclosure -> FSLY

A second company, Select Sector Spdr Tr (XLK), is listed for a different reason: Technology Select Sector SPDR holds the technology sector that Fastly belongs to, so it often moves with news about it

Price levels for Fastly (FSLY)

FSLY traded between 15.21 and 21.50 across 5 sessions. The latest close on file is 16.23. MSFT traded between 505.00 and 559.14 across 20 sessions. The latest close on file is 533.18. XLK traded between 190.99 and 201.38 across 11 sessions. The latest close on file is 201.01.

How solid “8-K - Fastly, Inc. (0001517413) (Filer)” looks

46 out of 100

“8-K - Fastly, Inc. (0001517413) (Filer)” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.