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Cathie Wood, the founder of investment firm Ark Invest, has flagged what she sees as a blind spot in how Wall Street is covering Cloudflare, a major internet infrastructure company. Writing on X on August 9, Wood said she found it striking that Cloudflare's latest earnings call included no ...
For years, Cloudflare (NET) was easy to explain. It helped websites load faster, blocked cyberattacks, and kept internet traffic moving. In the era of artificial intelligence, that description sounds outdated. Cloudflare’s second-quarter revenue climbed 36% year over year to $696.1 million, while ...
Cloudflare (NYSE:NET) reported second-quarter 2026 revenue of $696.1 million, up 36% from a year earlier, as the company cited accelerating customer growth, expanding adoption of its Workers developer platform, and demand for products supporting AI-related workloads. Chief Executive Officer Matthew
The Fed’s next rate move might actually be a cut, the Clarity Act crypto bill is in doubt, and more news to start your day.
Cloudflare Inc (NET) delivers stellar Q2 2026 with revenue up 36% year-over-year, record large customer additions, and strategic positioning at the forefront of the agentic Internet.
Cloudflare raised its full-year revenue forecast above Wall Street expectations after strong quarterly results, betting that the rapid rise of AI agents will keep driving traffic across its network, sending its shares up 18% after the bell. The race to build and scale AI agents has led more businesses to rely on Cloudflare's network to safely route traffic and run those tools, boosting demand for its cloud and security products. Here are more details: • Cloudflare raised its annual revenue forecast to a range of $2.86 billion to $2.87 billion, from $2.805 billion to $2.813 billion previously, and above analysts' average estimate of $2.81 billion, according to LSEG-compiled data.
Dow Jones futures: The market pauses, but what happens next? Don't buy these AI stocks yet. Cloudflare, Sezzle lead big earnings movers late.
Every investor has felt the itch to buy the one stock everyone else already owns. Fastly’s chart this year has that kind of pull, a steady climb that turns skeptics into buyers with each new high. One of Wall Street’s largest banks looked at that same chart and decided to stay out. BofA Global ...
Find insight on software company stocks, cybersecurity services and more in the latest Market Talks covering technology, media and telecom.
According to TheFly, TD Cowen analysts raised their price target for Cloudflare to $300 from $250 while maintaining a ‘Buy’ rating.
Investing.com - U.S. stock futures hovered around the flatline on Tuesday as investors weighed the durability of the artificial intelligence rally alongside renewed tensions in the Middle East.
This phrase gets used loosely in technology investing: "platform shift." And most of the time, it’s actually an incremental change just dressed up in some dramatic language. And trust me when I tell you, what Cloudflare described at its 2026 Investor Day is something different. And even Morgan ...
The software sector is currently caught in a tug-of-war between profound optimism and existential dread over the future of artificial intelligence. After a brief period of euphoria, reality—and algorithmic trading—bit back hard, sending major software stocks tumbling in a sudden reversal. The iShares Expanded Tech-Software Sector ETF fell 3%, wiping out half of the 6% gains it had recorded just a day prior. The bleeding was widespread across the industry’s biggest names: Atlassian plunged 8%, Hu
There is a particular comfort in the idea that the boss and the billionaire agree on the future. It saves you the trouble of picking a side. It saves you the harder trouble of figuring out which one is selling you something. For the past week, American workers got the optimistic version of that ...
Arqit Quantum (NASDAQ:ARQQ) reported higher first-half fiscal 2026 revenue and said it is seeing increased commercial activity as governments, telecom operators and defense-related customers evaluate post-quantum cybersecurity needs. Chief Executive Officer Andy Leaver told investors that the marke
The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.77%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.75%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.73%. June E-mini S&P futures (ESM26 ) rose +0.78%, and June E-mini Nasdaq futures...
Cloudflare (NYSE:NET) reported a strong first quarter of 2026, with revenue rising 34% year over year to $639.8 million, as executives said demand tied to AI, agentic workloads and its Workers developer platform continued to accelerate. Co-founder and CEO Matthew Prince said the company began the y
Yahoo Finance's Head of News, Myles Udland, and Julie Hyman discuss this latest jobs market report.
Cloudflare shares tumbled more than 15% in premarket trading on Friday, after its quarterly revenue forecast disappointed investors who had bet the stock would be a major beneficiary in the race to adopt artificial intelligence. The networking and cybersecurity services provider will also lay off about 20% of staff due to greater use of AI tools, a move that Jefferies said could hurt near-term growth. Following a 43% rally since its last quarterly results in February, analysts said expectations were high for the company, only for its forecast to flag slower growth as rising AI infrastructure costs squeeze margins.
Stock Market Today: The Dow Jones index rose Friday ahead of the April jobs report. Coinbase and Cloudflare dived on earnings.
Dow Jones futures: President Donald Trump says a U.S.-Iran ceasefire is intact despite clashes. Rocket Lab, Cloudflare and IREN are big earnings movers.
The connectivity company beat first-quarter revenue and earnings estimates but said AI tools have made 1,100 roles unnecessary
Cloudflare Inc. (NYSE:NET) reported first-quarter results that exceeded Wall Street expectations and lifted its full-year guidance, but the company’s shares dropped sharply after management announced major workforce reductions and investors reacted to slower revenue momentum.
Moby summary of Cloudflare, Inc.'s Q1 2026 earnings call
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