Cloudflare Goes “Agentic AI-First” – 1,100 Jobs Gone, Stock Drops
Cloudflare beat earnings but the stock fell. It is cutting 1,100 jobs to focus on AI, and its current-quarter outlook is slightly below estimates.
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Piper Sandler Loves the Pullback: Upgrades Cloudflare to Overweight
Analyst upgrades Cloudflare to Overweight, raises target to $222, citing strong growth, AI edge position, and buy-the-dip opportunity view.
Cybersecurity Stocks Drop After Anthropic AI Leak
Cybersecurity stocks including CrowdStrike, Palo Alto Networks, Cloudflare, Zscaler, and Okta are falling after Anthropic accidentally leaked details of its new powerful AI model with strong cyber capabilities.
The Battle for AI Agent Money: Coinbase Eyes Cloudflare's NET Dollar Stablecoin Deal
Coinbase builds infrastructure for AI agents to make seamless payments via x402 protocol. Competing in stablecoins as Cloudflare powers NET Dollar for agentic web economy.
Claude Code Security Hits the Market — And Sends Cyber Stocks Tumbling
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 Reports Strong Q4 Results Despite Net Loss, AI Boom Drives Revenue Growth
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.