Notícias

Palo Alto Networks' stronger execution, SASE growth and lower valuation give it an edge over Cloudflare despite Cloudflare's AI security momentum.

After a torturous series of mixed-to-poor tech earnings that shook software values, fears over AI disruption and slowing enterprise software demand, dubbed the “SaaSpocalypse” at Wall Street, hit a fever pitch. Disappointing outlooks and post earnings-reactions from companies like Datadog, Figma, and HubSpot led investors to question whether corporate IT budgets had begun to shrink. […]

Lost in the commotion of earnings season, Cloudflare co-founder and CEO Matthew Prince made an extraordinary claim about how internet traffic is changing at an exponential rate, motivating Jon to ask Matt and Tyler to dissect the news and look for investment opportunities. The trio also discusses the latest news in the mining industry as well as Intel’s latest equity sale.

A number of stocks jumped in the afternoon session after the Bureau of Labor Statistics reported that the July Producer Price Index was completely flat month-over-month—coming in below expectations for a 0.2% increase—following the Consumer Price Index print (released earlier in the week) which showed a mild 0.1% monthly increase and an annual inflation rate cooling to 3.4%. Together, the data points suggest price pressures are moderating across both wholesale and consumer levels, taking the urg

Palo Alto Networks, Cloudflare, and HP Inc stocks jumped to 52-week highs amid growing Wall Street optimism and improved investor sentiment.

Stock Market Today: The Dow Jones index rises Thursday after surprise key inflation data. Cisco and AI stock Cerebras plunge on earnings.

X402 daily settlement volume has fallen 93% year-to-date, suggesting its late-2025 surge was driven largely by testing rather than sustained demand. Cloudflare’s Monetization Gateway ...

Enterprise software maker Cloudflare is a highly rated stock that continues to show incredible strength. Investors who think Cloudflare stock will continue to rally and don't want to risk significant capital can use long call options rather than buying the stock outright. A call option is a contract between a buyer and seller.

Akamai beat Q2 revenue and adjusted EPS estimates as AI infrastructure and cybersecurity demand grew, but rising investment costs weighed on profitability.

Akamai's AI infrastructure push is gaining cloud momentum, but Delivery weakness and rising investment costs test the growth story.

NET's AI security strategy is driving SASE and Zero Trust demand, while creating opportunities to win larger enterprise deals.

Nebius just posted a jaw-dropping revenue surge and CoreWeave is selling out GPU capacity years in advance, yet the two AI cloud darlings are not moving in lockstep today and the reason reveals something important about what the market actually rewards right now.

Cloud security and performance company Cloudflare (NYSE:NET) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 35.9% year on year to $696.1 million. Guidance for next quarter’s revenue was optimistic at $736.5 million at the midpoint, 2.1% above analysts’ estimates. Its non-GAAP profit of $0.29 per share was 7.5% above analysts’ consensus estimates.

Autonomous software agents have spent years as digital ghosts—clever enough to scrape and summarize, but perpetually unable to pay for their own lunch. That ledger-backed reality finally shifted on August 4, 2026, with the launch of Cloudflare Wallets. It is a quiet, structural pivot: software that can finally hold a purse string. The friction in […]

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.