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Stocks Waver as Bond Yields Climb
Barchart1d agoneutral
Stocks Waver as Bond Yields Climb

The S&P 500 Index ($SPX ) (SPY ) is down by -0.11% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.39%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.09%. December E-mini S&P futures (ESZ26 ) are down -0.15%, and December E-mini...

What Growth Are You Paying For In Zscaler Stock?
Trefis3d agoneutral
What Growth Are You Paying For In Zscaler Stock?

Zscaler (ZS) has gained 48% in three months, yet trades about 43% below its 52-week high. Near $190 it costs 9.3 times sales, against 3.2 for the S&P 500. The question is which growth that price buys: the 25% reported for fiscal 2026, or the roughly 17% guided for fiscal 2027.

Cloudflare (NET) Gives Websites New Control Over AI Training Access
Simply Wall St.4d agoneutral
Cloudflare (NET) Gives Websites New Control Over AI Training Access

Cloudflare (NYSE:NET) introduced new "Disallow AI Training" and AI crawler controls for website owners on 15 September 2026. The tools let site operators block AI training on their content while keeping pages indexable for traditional search engines. Cloudflare set criteria for "Accountable" crawlers and said it is participating in IETF efforts on open AI access standards. Cloudflare's new "Disallow AI Training" controls are only one piece of how AI access governance could affect the...

Cloudflare Sees Agentic AI Opportunity Dwarfing Past Growth Drivers
MarketBeat7d agoneutral
Cloudflare Sees Agentic AI Opportunity Dwarfing Past Growth Drivers

Cloudflare (NYSE:NET) sees its opportunity in agentic artificial intelligence extending beyond its current growth drivers, with Chief Financial Officer Thomas Seifert saying the company’s network architecture is positioned to support low-latency, secure and distributed AI inference workloads. Speak

Jim Cramer Calls Akamai (AKAM) “Terrific” and Cloudflare (NET) One of His Favorites
Insider Monkey7d agoneutral
Jim Cramer Calls Akamai (AKAM) “Terrific” and Cloudflare (NET) One of His Favorites

Starting the lightning round of the September 9 episode of Mad Money, a caller asked for Jim Cramer’s opinion of Akamai Technologies, Inc. (NASDAQ:AKAM). He replied: Akamai, the cybersecurity company, I think it’s terrific. And by the way, I thought that Cloudflare, NET, that was one of my favorites. The two companies are benefiting from […]

Cloudflare (NET) Shares Skyrocket, What You Need To Know
StockStory10d agoneutral
Cloudflare (NET) Shares Skyrocket, What You Need To Know

Shares of cloud security and performance company Cloudflare (NYSE:NET) jumped 10.1% in the afternoon session after the company introduced a new AI security service integrating OpenAI's cyber models with its infrastructure, fueling a sustained rally in its stock price.

OpenAI’s $1 Billion Cyber Push Backs Cloudflare and SentinelOne. Which Has the Better AI Security Model?
Insider Monkey14d agoneutral
OpenAI’s $1 Billion Cyber Push Backs Cloudflare and SentinelOne. Which Has the Better AI Security Model?

OpenAI launched Daybreak for Frontline Defenders on September 3, committing $1 billion in subsidized Daybreak access, training, technical support and partnerships. Separately, the Daybreak Defense Network now includes more than 35 enterprise products and partner-operated services. Cloudflare is offering invitation-only access to an AI vulnerability-discovery and remediation service built with GPT-5.6 Cyber, while SentinelOne is […]

Cloudflare (NET) Unveiled New AI Security Tools For Developers
Simply Wall St.15d agoneutral
Cloudflare (NET) Unveiled New AI Security Tools For Developers

Cloudflare (NYSE:NET) launched new AI powered vulnerability discovery and remediation tools for enterprise customers, built on OpenAI models. The company introduced automated, context aware security workflows that aim to help development teams find and fix application weaknesses more quickly. Cloudflare also enabled support for running Cursor Cloud Agents so developers can execute AI coding agents in isolated, customer controlled environments. Together, the new services extend Cloudflare's...