Cybersecurity stocks such as CrowdStrike and Cloudflare fell sharply after Anthropic launched Claude Code Security—an AI feature that scans code for vulnerabilities—raising concerns that AI could disrupt demand for traditional security software.
Cloudflare (NET) narrows Q4 2025 loss while revenue jumps 34% to $614.5M, beating expectations. CEO highlights record $42.5M annual deal and AI-driven demand surge.
BTIG upgrades Cloudflare to Buy with a $199 target, citing strong partner feedback, market share gains in Zero Trust and SASE, and underappreciated growth potential.
Cloudflare shares surge over 13% in pre-market trading as developers flock to use Cloudflare Tunnels for hosting Clawdbot, a viral AI assistant built on Claude's model.
A global internet outage hit Cloudflare, causing popular sites like ChatGPT and X (formerly Twitter) to stop working due to a massive, unusual traffic spike.
Cloudflare exceeds Q3 expectations with 31% revenue growth and strong guidance. Stock surges as cloud security leader demonstrates accelerating momentum and profitability improvements.
