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Cathie Wood Trims AMD to Fund Bigger SpaceX Bet

Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task.

Cloudflare (NET) closed at $277.66 in the latest trading session, marking a +1.91% move from the prior day.

Jim Cramer says AI shocks like DeepSeek are not a one-time event but a permanent feature of the market, and the cybersecurity stocks positioned to profit from every future wave are already moving fast enough to leave most investors behind.

The S&P 500 Index ($SPX ) (SPY ) today is down -1.06%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.12%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -2.23%. September E-mini S&P futures (ESU26 ) are down -0.95%, and September E-mini Nasdaq futures...

Unprofitable companies can burn through cash quickly, leaving investors exposed if they fail to turn things around. Without a clear path to profitability, these businesses risk running out of capital or relying on dilutive fundraising.

The modeled fair value estimate for Cloudflare has shifted from US$234.18 to US$251.87 per share, putting a fresh spotlight on how analysts are recalibrating their assumptions ahead of upcoming catalysts. Recent research highlights a cluster of higher price targets, with bulls pointing to Cloudflare’s role in AI, security, and developer platforms, while more cautious voices focus on valuation, execution, and enterprise adoption. In the sections that follow, you will see how these views are...

Cloudflare stock is back in the spotlight after a very strong three year run, yet its valuation checks flag the shares as expensive rather than a clear bargain. Cloudflare has returned about 305.0% over the past three years, which puts extra focus on whether recent gains are already pricing in much of the growth story. Analyst enthusiasm around Cloudflare's role in AI infrastructure and security can support high expectations, while heavy insider selling in recent months may point to concern...

Oracle has shed a third of its value in weeks, and the obvious alternatives are moving in opposite directions. Before rotating into Cloudflare, CoreWeave, or Snowflake, investors need to understand which of these names actually offers shelter and which carries even more risk.

Does Cloudflare (NET) have what it takes to be a top stock pick for momentum investors? Let's find out.

Cloudflare (NYSE:NET) has launched Precursor, a continuous behavioral validation engine for advanced bot management. Precursor focuses on real-time analysis of user sessions to distinguish between humans and sophisticated automated attacks. The product is designed to address growing automated bot traffic while aiming to protect user privacy more effectively than traditional CAPTCHAs. Cloudflare enters this launch with its stock at $273.04 and 3-year gains of about 3x, along with a 149.3%...

Cybersecurity companies integrating AI into their security platforms are positioned for long-term growth amid intensifying cyberattacks.

AKAM's security business is gaining from rising demand for web application firewall, API security solutions, helping position the segment for continued growth.

In a Stocktwits poll that sought to gauge which names would post the best performance over the next 12 months, nearly half the users polled picked CrowdStrike as the clear winner.

Shares of cloud security and performance company Cloudflare (NYSE:NET) jumped 3.2% in the afternoon session after U.S. and international security agencies issued a joint warning about Russian state-sponsored cyber threats targeting critical infrastructure.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.30%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.60%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.97%. September E-mini S&P futures (ESU26 ) are up +0.28%, and September E-mini Nasdaq futures...

The past six months have been a windfall for Cloudflare’s shareholders. The company’s stock price has jumped 43.1%, hitting $269.53 per share. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Insiders at Penguin Solutions (PENG) and Cloudflare (NET) are selling shares, but analyst price target hikes and bullish AI-driven catalysts suggest investors may want to reconsider following suit.

Zacks.com users have recently been watching Cloudflare (NET) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Watch Video Highlights Below, or Click HERE: Tech Edge hosted a fireside chat on at Pax8 Beyond 2026 in Salt Lake City with Oguo Atuanya, Corporate Vice President of Vendor Experience at Pax8, and Daniel Danielli, Vice President of Global Scale Partnerships at CrowdStrike Holdings, Inc. (Nasdaq: CRWD). The in-person interview was joined by Editor-in-Chief John Jannarone and […] The post The New Cyber Front Line: Pax8 Corporate VP Oguo Atuanya, CrowdStrike VP Daniel Danielli, Live from Pax8 Beyon

Oracle just broke through a key technical floor while S&P Global questions whether its massive AI bet will swallow the company whole. What happens next could separate a generational buying opportunity from a debt-fueled collapse.

According to TheFly, TD Cowen analysts raised their price target for Cloudflare to $300 from $250 while maintaining a ‘Buy’ rating.

Wall Street has issued downbeat forecasts for the stocks in this article. These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize their other revenue-generating business lines like M&A advisory.

Cloudflare, Etsy, and Crocs shares jumped to 52-week highs on Friday amid growing optimism about the companies’ future growth prospects.

The rise of agentic AI traffic may not show up in the financials today, but its impact is real on Cloudflare's business.

Brian Armstrong is the co-founder and CEO of Coinbase Global (Nasdaq: COIN), the largest cryptocurrency trading exchange in the United States. The billionaire can always be found trying to pull strings to make crypto more popular and legitimate in the country and the world. As a ...

In early July 2026, Cloudflare, Inc. revealed new AI-focused tools and partnerships, plus a first-of-its-kind research pilot with OpenAI using its real-time network insights to improve how AI search engines crawl, index, and answer from the open web. Together, these initiatives position Cloudflare at the center of emerging AI search and content monetization workflows, potentially reshaping how publishers control, measure, and get paid for how AI systems use their content. Next, we’ll examine...

Cloudflare (NET) has drawn fresh attention after announcing a research pilot with OpenAI that uses its global network data to refine AI search results, along with new Pay Per Use tools for content monetization. See our latest analysis for Cloudflare. Despite a small 1 day share price decline, Cloudflare’s recent AI focused announcements and analyst commentary come on the back of strong momentum, with a 90 day share price return of 60.73% and a 1 year total shareholder return of 47.97%. If...

Cloudflare (NET) closed the most recent trading day at $268.4, moving 2.68% from the previous trading session.

The S&P 500 Index ($SPX ) (SPY ) on Friday closed up +0.42%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.29%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.33%. September E-mini S&P futures (ESU26 ) rose +0.43%, and September E-mini Nasdaq futures...