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Cloudflare (NET) has just closed a US$2.175b offering of zero coupon convertible senior notes due August 2031, giving investors a fresh data point on the company’s funding mix and balance sheet flexibility. See our latest analysis for Cloudflare. Cloudflare’s recent zero coupon note issuance comes after a strong run in the stock, with a 90 day share price return of 66.28% and a 1 year total shareholder return of 54.39%, which may indicate building momentum as investors reassess growth...

Ark Invest was a buyer of tech stocks that have hit fresh all-time highs in the last three months.

Tesla Inc. and Space Exploration Technologies Corp. CEO Elon Musk says AI agents could eventually generate vastly more internet traffic than humans, but investor Michael Burry has some questions. Elon Musk Backs AI Traffic Explosion On Sunday, Musk highlighted Cloudflare...

NET's AI security demand and large-customer growth are fueling gains, while its premium valuation reflects high expectations for future growth.

ARKK and ARKG completely exited their respective positions in 10x Genomics.

A CDN giant is issuing per-agent wallets with spending caps and merchant allow-lists, betting it can own the settlement pipe before agents start spending real money. Cloudflare has entered the agent commerce race with a two-tier wallet architecture designed to give developers programmable control over how AI agents spend money. The company’s new AI Agents […]

Cloudflare has entered the agent commerce race with a two-tier wallet architecture designed to give developers programmable control over how AI agents spend money. The company’s new AI Agents platform, announced August 4, introduces Account Wallets for funding and Virtual Wallets for individual agents, each equipped with configurable guardrails including periodic spending allowances, merchant allow-lists, […]

Shares of cloud security and performance company Cloudflare (NYSE:NET) jumped 7.7% in the afternoon session after the company reported a massive second-quarter beat-and-raise, driven by a significant acceleration in forward-looking metrics.

On August 10, Cloudflare (NYSE:NET) announced that Cloudflare for Government achieved FedRAMP High authorization and GovRAMP Moderate authorization, with the intent to pursue Department of Defense Impact Level 4 clearance next. The news landed days after a second-quarter report, on August 6, showing 36% revenue growth alongside a GAAP operating loss that nearly tripled. Cloudflare […]

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 ...

Cybersecurity stocks were a bright spot in Monday’s trading at a time when broader markets declined.

Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.

Software stocks are staging a comeback in the second half of the year, according to Jefferies analysts, who pointed to strong results from ServiceNow Inc (NYSE:NOW, XETRA:4S0), SAP, Roper Technologies, Atlassian (NASDAQ:TEAM) and Cloudflare as evidence the sector is shaking off fears of...

Fastly shares are staging one of their biggest single-day rallies of the year, and the reasons behind the surge reveal a shifting dynamic across the entire AI-cloud sector that investors may not have seen coming.

Wood added shares during both the 13.6% selloff and Friday's rebound.

Cloudflare’s revenue growth accelerated to 36% as AI-driven traffic and large customer additions strengthened its latest quarter.

The company is raising convertible debt just days after a strong earnings rally.

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 ...

The S&P 500 Index ($SPX ) (SPY ) today is down -0.04%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.15%. September E-mini S&P futures (ESU26 ) are down -0.04%, and September E-mini Nasdaq futures...

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Cloudflare’s Dane Knecht proposed working with Starlink, and Musk said his team is reviewing the proposal.

(Bloomberg) -- Cloudflare Inc. announced plans for a private offering of $2.175 billion of senior convertible notes, after the cybersecurity firm’s guidance boost last week sent shares to an intraday high. Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’Stocks Hold Near Record Highs, Crude Oil Advances: Markets WrapTrump Amps Up Pressure on Billionaire Sargeant to Exit VenezuelaIran Says Hor

Cloudflare, Airbnb, and Snowflake stocks closed at annual highs on Friday amid strong quarterly results, Wall Street optimism, and growing demand for their products.

“The Big Short” investor argued that the expected surge in AI traffic may be a “low bar” and questioned who will ultimately pay for the AI.

Cloudflare (NYSE: NET) announced a new suite of AI and agentic products, including Cloudflare OS, Identity-Aware AI Gateway, and Cloudflare Wallets. Cloudflare OS is presented as an open-source AI workspace designed to support developers building and running AI agents. The Identity-Aware AI Gateway introduces detailed user and agent analytics to help enterprises monitor and control AI usage. Cloudflare Wallets aim to support agentic payments and identity, extending Cloudflare's reach into...

Cloudflare’s second-quarter 2026 results showed revenue rising to US$696.06 million from US$512.32 million a year earlier, while net loss widened to US$169.98 million, and management issued higher revenue guidance for both the third quarter and full year 2026. Alongside the earnings, Cloudflare unveiled several AI-focused products, from Cloudflare OS to its AEO Visibility Dashboard and new AI governance tools, highlighting an effort to build infrastructure for AI agents, secure enterprise...

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

A majority-machine internet is now Cloudflare's reality. Does it pay?

(Updates with market moves at the end of the day, and any other changes, if any.) The S&P 500 hit

Cloudflare's growing developer base and contract pipeline strengthened its case as infrastructure for the emerging agent-driven internet.