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The Latest Breaking News from Cloudflare

Bots now outnumber human traffic on the web. Cloudflare's CEO wants AI companies to pay for it

Also: All the news and watercooler chat from Fortune.

Fortune

In Spain, football matches knock thousands of websites and services offline

Spain's football season kick-off has revived LaLiga's court-backed mass blocking of IP addresses, hitting thousands whose sites and services fail whenever matches start.

Euronews

What the 'Stop the AI Race' Protest Outside Dreamforce Reveals About the Coming Fight Over AI Rules

Two dozen protesters, 43,000 Dreamforce attendees. What the polling, OpenAI's disclosures and Trump's 'hoax' claim reveal about the AI backlash.

Latin Times

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Why Barchart Data Says You Shouldn’t Chase Cloudflare Stock Here Despite Strong Technical Momentum

Cloudflare (NET) demonstrates strong technical momentum, with shares up more than 40% over the past year. Consensus price targets cluster around $350, implying 10% upside from recent levels. Revenue and earnings are projected to grow robustly, but valuation concerns persist as NET remains unprofitable. Analyst sentiment is mixed, with both...

Barchart

Securing AI: 5 Most-Upgraded Stocks From the Q2 Reporting Season

Okta, CrowdStrike, Datadog, Cloudflare and Palo Alto Networks led Q2's most-upgraded stocks as AI-driven agentic traffic boosts cybersecurity demand, with analysts raising price targets and ratings.

MarketBeat

AI is eating website traffic, websites are blocking AI – and reliable information is getting harder to find

For 30 years, the world wide web has run on a surprisingly profound social contract: most sites are free for search engines to access, but if you use their content you give credit by linking to the source.

The Conversation

Cloudflare frees up 100TB of RAM by shrinking 1.1.1.1's DNS cache entries — 250 billion cached DNS entries at any given time means one wasted byte costs 250GB

Cloudflare says that it has freed up roughly 100TB of RAM across its global fleet without reconfiguring any physical RAM modules in its servers.

Tom’s Hardware

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Quantum Computing Is Raising the Stakes for Cybersecurity: 5 Stocks to Watch

As quantum computing threatens current encryption, IBM, Cloudflare, Arqit, IonQ, Rigetti and D-Wave stand to benefit from mandated post-quantum cybersecurity spending through 2030.

MarketBeat

Tech layoffs 2026: More than 175,000 workers laid off as Apple, Microsoft, Oracle, Amazon, Meta, TikTok, Uber, LinkedIn as dozens of companies cut jobs amid AI boom

Tech layoffs are accelerating in 2026 as big companies such as Apple, Microsoft, Oracle, Amazon, Meta, Linkedin, TikTok, Visa and dozens of other mega companies have announced slashing of jobs. Here's why AI, restructuring, cost-cutting and changing business priorities are reshaping the technology workforce. More than 175,000 technology workers had…

The Economic Times

Anthropic's Revenue Is Running at $47 Billion. Wall Street Is Already Pricing a Fivefold Increase By 2028.

Bankers and investors are using revenue estimates two years into the future to determine how much the AI company could be worth.

International Business Times

Anthropic IPO valuation hinges on $190-200 billion 2028 revenue forecast: Report

Wall Street is currently assessing Anthropic's valuation in light of its anticipated revenue growth for the upcoming IPO. The AI company forecasts remarkable revenue increases by 2028, which is pivotal for investor confidence. Revenue multiples derived from these forward-looking projections are being employed, with comparable companies such as Palantir and…

The Economic Times

Are Chatbots Quietly Turning the Internet Into a Place Without Humans?

Think about the last time you sent a message online. There is a growing chance that a chatbot helped write it, and a growing chance that a chatbot on the other end read it too. This is not a joke anymore. Reports from 2026 show that bots now make up…

MyLifeXP

Anthropic IPO valuation hinges on $190-200 billion 2028 revenue forecast

Anthropic is projecting 2028 revenue of roughly $190 billion to $200 billion, according to two people familiar with the company's financials, a figure that has not previously been reported. The projection dwarfs the $47 billion revenue "run rate," reflecting the firm's current pace of business, that the company publicized as…

The Economic Times

Anthropic IPO valuation hinges on $190-200 billion 2028 revenue forecast, sources say

As Anthropic prepares for its initial public offering, Wall Street is keenly evaluating the company's worth through the lens of its projected revenue growth, expected to soar by 2028. This outlook is crucial, leading investors to utilize enterprise value-to-revenue multiples derived from forecasted figures. Benchmarking against industry players like Palantir…

The Economic Times

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MarketBeat

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.

The Independent UK

Gemini catches ChatGPT, passing 1 billion users in record time

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

Barchart

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.

TechRadar

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.

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news in one place.

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The Economic Times

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.

Barchart

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...

MarketBeat

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.

Barchart

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...

Barchart

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...

TechRadar

Do you really know who is on your payroll?

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

Fortune

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.

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