Cloudflare Inc Class A NET

Cloudflare has surged nearly 80% this year on the back of an AI security boom, but the stock now trades at a multiple that punishes any stumble. The next two earnings reports will determine whether this rally was justified or priced for perfection.

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.

While cybersecurity peers doubled in value over the past year, Zscaler slid past 30% and now sits at a crossroads where one bold analyst sees a very different story unfolding than the rest of Wall Street is willing to admit.

Key TakeawaysCloudflare CEO Matthew Prince says automated traffic could become 1,000 times human traffic within five years if current trends continue. More than 20% of the web sits behind Cloudflare’s network, putting the company in the path of rising AI-agent and bot traffic.

Cloudflare (NYSE:NET) and Deutsche Telekom announced a new partnership to expand enterprise security and connectivity services across Europe. Deutsche Telekom plans to offer Cloudflare's security and connectivity products to its enterprise customers through its existing sales and service channels. The collaboration includes solutions designed for European corporates running AI workloads and other data intensive applications. This new Cloudflare and Deutsche Telekom enterprise partnership in...

Famous “Big Short” investor Michael Burry has apparently hardened his stance against Nebius Group (NASDAQ:NBIS), and Nebius stock is climbing anyway. Nebius stock is up 4% to $241.80 early in the session, leaving NBIS shares up 189% year to date. That rally runs in the opposite direction from how a larger, more leveraged position from […]

NVIDIA's new AI safety platform could boost demand for inference infrastructure, with analyst Luke Lango pointing to Marvell, Arm Holdings and Lumentum as key beneficiaries.

Cloudflare (NET) and Deutsche Telekom said Tuesday they are collaborating to strengthen digital inf

BONN, Germany & SAN FRANCISCO, September 29, 2026--Deutsche Telekom AG (XETRA:DTE) and Cloudflare, Inc. (NYSE:NET), the leading connectivity cloud company, today announced a strategic partnership designed to strengthen the security and resilience of digital infrastructure for enterprises across Europe.

SAN FRANCISCO, September 29, 2026--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced its intent to become a public Certificate Authority (CA), an open service that issues the digital certificates websites need to encrypt traffic and prove their identity to visitors. The new CA will support both traditional encryption and next-generation post-quantum Merkle Tree Certificates (MTCs), giving every website a path to stay protected as computing power advances—with

On September 15, Cloudflare, Inc. (NYSE:NET) announced its new Accountable designation for AI crawling alongside the launch of “Disallow AI Training.” This tool allows website owners to block AI models from scraping their content for training purposes while remaining fully indexable in traditional search results. Addressing the dilemma where publishers were forced to choose between […]

Zscaler's best candidate for upside is a product line that its fiscal 2027 outlook does not call out. The stock has risen 46% over the past three months. It is still 43% below its 52-week high. The outlook matters now because it has revenue growth slowing. It calls for growth of 16.6% to 17.5%, from 25% in fiscal 2026. So which Zscaler (ZS) business could add growth beyond that outlook.