Cloudflare

NET

Market cap $70.3B

The first wave of the artificial intelligence (AI) boom delivered historic returns to investors focused on the hardware that powers massive training models. That phase, centered on semiconductor manufacturing, has matured.

Cloudflare Inc (NYSE: NET) shares are trading higher Wednesday after Piper Sandler upgraded the stock to Overweight.

ASML Holsing (ASML) plays a crucial role, often unsung role in the AI trade, and Diane King Hall says the company is seeing the demand for its products. She goes over the company's latest earnings.

• Cloudflare shares are experiencing downward pressure. Why is NET stock retreating?

@ProsperTradingAcademy's Mike Shorr turns to tech and the final frontier for today's Big 3. He sees trading opportunities in Cloudflare's (NET) latest stock plunge, has a bullish bias on Twilio (TWLO) into earnings, and sees AST Spacemobile's (ASTS) new pullback as a buying opportunity.

Cloudflare (NYSE:NET) stock is getting a vote of confidence from Mizuho even as the firm trims its price target.

Cloudflare (NET) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced a partnership with cloud and AI security leader Wiz, now part of Google Cloud, to give security teams a unified way to analyze and protect AI-powered applications across their entire environment. By integrating the power of Cloudflare's AI Security for Apps directly into the Wiz Security Graph, organizations will gain access to the most comprehensive map of their entire AI footp.

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced Cloudflare Mesh, the first private networking solution of its scale built for the rise of AI agents. By unifying AI agents, humans, and multicloud infrastructure into a single secure fabric, Cloudflare Mesh provides the networking backbone for organizations to build, deploy, and govern the next generation of AI applications. As organizations move from experimental AI to producti.

Anthropic's unveiling of Project Glasswing and its Claude Mythos frontier model marks a watershed moment for cybersecurity, introducing an AI system capable of discovering and exploiting software vulnerabilities autonomously at unprecedented scale.