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The Latest Breaking News from Cloudflare

Fastly’s Q2 Rally Shows Investors Are Buying the Edge AI Turnaround

Fastly shares jumped 27% after strong Q2 revenue and margin growth prompted analyst price target hikes and heavy institutional buying, though its high valuation remains a key risk.

Gemini catches ChatGPT, passing 1 billion users in record time

Gemini catches ChatGPT, passing 1 billion users in record time

Google’s AI just became the fastest app ever to reach the milestone

The Independent UK

Cloudflare Is Riding the AI Wave. Wall Street Is Raising Bets on NET Stock.

Cloudflare Is Riding the AI Wave. Wall Street Is Raising Bets on NET Stock.

Cloudflare’s revenue growth accelerated to 36% as AI-driven traffic and large customer additions strengthened its latest quarter.

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Cloudflare chief says humans will soon be 'a rounding error on the Internet' as bot traffic takes over — so what is it doing to combat this?

Cloudflare suggests non-human, bot-generated traffic will be a thousand times as large as actual flesh-and-blood users in the next few years, with efficiency measures mooted to reduce the impact.

Elon Musk vs Michael Burry: World's richest man says AI internet traffic will outpace humans, market expert asks who is paying

Elon Musk says AI agentic traffic will eventually vastly exceed human internet usage, while Michael Burry questions who will pay for AI agents. The contrasting views highlight a broader debate over AI’s rapid expansion, massive infrastructure spending and whether the technology can generate enough economic value to justify current valuations.

The Economic Times

Stocks Settle Higher as a Weak Jobs Report Allays Rate Hike Fears

The S&P 500 Index ($SPX ) (SPY ) closed up +0.62% on Friday, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.28%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.19%. September E-mini S&P futures (ESU26 ) rose +0.55%, and September E-mini Nasdaq futures...

Cloudflare’s Beat-and-Raise Quarter Puts Its AI Edge Story in Focus

Cloudflare shares hit fresh highs after a beat-and-raise Q2, with 35.9% revenue growth, strong margins and lifted guidance, though analysts flag lofty valuation risk.

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Stocks Supported as Fed Rate Hike Fears Ease

Stocks Supported as Fed Rate Hike Fears Ease

The S&P 500 Index ($SPX ) (SPY ) today is up +0.61%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.25%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.00%. September E-mini S&P futures (ESU26 ) are up +0.66%, and September E-mini Nasdaq futures...

Stocks Rally on Earnings and Fed-Friendly US Payroll Report

Stocks Rally on Earnings and Fed-Friendly US Payroll Report

The S&P 500 Index ($SPX ) (SPY ) today is up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.89%. September E-mini S&P futures (ESU26 ) are up +0.44%, and September E-mini Nasdaq futures...

Do you really know who is on your payroll?

Do you really know who is on your payroll?

Synthetic identities, cloned voices and deepfake videos are helping fraudsters infiltrate organizations from within.

Cloudflare just launched a permanent ID tool and wallet for AI shopping

Cloudflare just launched a permanent ID tool and wallet for AI shopping

The new service makes it easier for consumers to equip AI agents with tools that let them spend and identity themselves to merchants’ agents.

Bad updates, broken cables and blackouts - Cloudflare reveals some of the wildest reasons behind Internet downtime across the world

Bad updates, broken cables and blackouts - Cloudflare reveals some of the wildest reasons behind Internet downtime across the world

A routine key update took every .de website offline worldwide, and the failure, interestingly, made global DNS queries go up, not down.

5 AI Stocks Are Pulling Back—Which Growth Catalysts Still Look Strongest?

5 AI Stocks Are Pulling Back—Which Growth Catalysts Still Look Strongest?

AI stocks like AMD, Micron, Credo, Cloudflare and AirJoule face a summer pullback, but intact spending trends and analyst price targets suggest their uptrends remain in place.

‘The only losers from this will be Cloudflare’s customers. Mainly, publishers’: What businesses can do as Cloudflare readies to categorize AI traffic

‘The only losers from this will be Cloudflare’s customers. Mainly, publishers’: What businesses can do as Cloudflare readies to categorize AI traffic

Mismatches in how AI traffic gets categorized could mean you end up accidentally blocking it all – how can you find the right balance?

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The 2026 World Cup didn't just cause global celebrations when Argentina lost — it might also have altered global web traffic and online behavior around the world

The 2026 World Cup's biggest moment online wasn't the final - Cloudflare says what time you woke up to watch dictated browsing habits significantly.

Turns out Dead Internet Theory was right: AI agents are eating the Web, growing by nearly 8,000% and rewiring the Internet's business model

Multiple cyber firms agree: bots outnumber humans online, challenging advertising, analytics and security systems designed around human visitors.

Cloudflare Stock Is Not a Buy Despite Its Strong Outlook. Here’s Why.

NET stock has a very high valuation and faces tough competition.

Insiders Sell 2 AI Enablers: Investors Can Buy Into Their Futures

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.

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Wall Street Says Investors Are Missing Cloudflare’s Biggest AI Opportunity

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

Cloudflare Just Struck a Deal with OpenAI. What That Means for NET Stock Here.

Cloudflare's partnership with OpenAI strengthens its AI strategy, potentially creating a new long-term growth driver for NET stock.

Scotiabank Sees a New Growth Story for Cloudflare

ScotiaBank upgraded Cloudflare to Sector Outperform with a $300 price target, citing AI, agentic traffic, edge computing, and zero-trust security as key growth drivers ahead of Q2 earnings.

The Economic Times

120,000 tech jobs cut in 2026 as AI drives Big Tech's reset; India's IT could be next

Global technology layoffs are resurfacing in 2026, driven by artificial intelligence adoption. Companies are restructuring teams and automating tasks, even while reporting strong revenues. India's IT sector faces potential job losses as companies redesign their operational strategies. Fresh graduates are experiencing delayed onboarding and withdrawn job offers from major tech…

NET Stock Alert: What to Know as Cloudflare Teams Up With OpenAI

Cloudflare and OpenAI announced a research pilot for AI search indexing. Here’s what the partnership really means for NET shares.

This Analyst Just Upgraded Cloudflare (NET) Stock. Here's Why.

Scotiabank upgrades Cloudflare stock to "Outperform." Here’s why analyst Patrick Colville believes NET shares will rip higher through year-end.

Over 500,000 websites wrongly blocked in Spain as La Liga anti-piracy campaign backfires

Spain’s aggressive anti-piracy campaign to protect La Liga football broadcasts has accidentally blocked over 500,000 legitimate websites. A new OONI report highlights the massive collateral damage, privacy concerns, and the dangers of IP-based blocking.

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