Software is eating the world, and virtually no business is left untouched by it. The undeniable tailwinds fueling the industry have also led to strong returns for SaaS stocks lately as they’ve gained 51.5% over the past six months, outpacing the S&P 500’s 12.7% rise.

A number of stocks fell in the afternoon session after competitive pressure from artificial intelligence continued to weigh on the software sector following a Bloomberg report that Anthropic expects its upcoming initial public offering to match or beat the size of SpaceX’s record-setting debut.

Cathie Wood's ARK Invest launched a new autocallable ETF that tracks the firm's other funds, which hold stocks like Tesla, Palantir and AMD.

A single overnight financing just sent ripples across the entire AI cloud sector, and the names that ran hardest this summer are now paying the steepest price for it.

Software companies' revenue and earnings beat rates accelerated sequentially in the second quarter,

Expensive stocks typically earn their valuations through superior growth rates that other companies simply can’t match. The flip side though is that these lofty expectations make them particularly susceptible to drawdowns when market sentiment shifts.

Google, OpenAI, and other AI companies are vacuuming up corporate data from both large public companies and small enterprises.

Bank of America hiked its price targets on cybersecurity stocks on views that worsening AI-based threats support higher valuations.

While the broader cloud software basket trades higher Tuesday, one AI infrastructure giant is sinking fast, and the culprit has nothing to do with demand for its services.

Cloudflare stock has delivered a very large 3 year return, yet the valuation checks currently lean expensive and the broader picture raises questions about how much is already priced in. Cloudflare has returned about 4.2x over the past 3 years, which sets a high bar for future returns to justify the current share price. Expanding AI driven traffic and government focused certifications can support long term revenue expectations, while rising losses and new capital needs such as the recent...

Cloudflare (NYSE:NET) has partnered with Signal as an independent Key Transparency auditor for the encrypted messaging app. The agreement expands Cloudflare's role in securing major messaging platforms, following its earlier collaboration with WhatsApp. As an external auditor, Cloudflare will help verify Signal's key transparency system for hundreds of millions of messaging users. This development broadens Cloudflare's influence in digital trust, privacy, and encryption standards across...

A top market strategist just called out the biggest risk hiding inside Anthropic's upcoming IPO, and it has nothing to do with the quality of the company or its technology.

Company projects $190 billion to $200 billion for 2028, against a $47 billion run rate in May

Wood's latest trades reveal where conviction is building

DigitalOcean is surging while the rest of cloud infrastructure slides lower, and the catalyst is a product launch built entirely on software the company did not write. Whether that distinction matters to investors depends on a question the press release does not answer.

Palo Alto Networks' stronger execution, SASE growth and lower valuation give it an edge over Cloudflare despite Cloudflare's AI security momentum.

After a torturous series of mixed-to-poor tech earnings that shook software values, fears over AI disruption and slowing enterprise software demand, dubbed the “SaaSpocalypse” at Wall Street, hit a fever pitch. Disappointing outlooks and post earnings-reactions from companies like Datadog, Figma, and HubSpot led investors to question whether corporate IT budgets had begun to shrink. […]

Lost in the commotion of earnings season, Cloudflare co-founder and CEO Matthew Prince made an extraordinary claim about how internet traffic is changing at an exponential rate, motivating Jon to ask Matt and Tyler to dissect the news and look for investment opportunities. The trio also discusses the latest news in the mining industry as well as Intel’s latest equity sale.

A number of stocks jumped in the afternoon session after the Bureau of Labor Statistics reported that the July Producer Price Index was completely flat month-over-month—coming in below expectations for a 0.2% increase—following the Consumer Price Index print (released earlier in the week) which showed a mild 0.1% monthly increase and an annual inflation rate cooling to 3.4%. Together, the data points suggest price pressures are moderating across both wholesale and consumer levels, taking the urg

Palo Alto Networks, Cloudflare, and HP Inc stocks jumped to 52-week highs amid growing Wall Street optimism and improved investor sentiment.

X402 daily settlement volume has fallen 93% year-to-date, suggesting its late-2025 surge was driven largely by testing rather than sustained demand. Cloudflare’s Monetization Gateway ...

Enterprise software maker Cloudflare is a highly rated stock that continues to show incredible strength. Investors who think Cloudflare stock will continue to rally and don't want to risk significant capital can use long call options rather than buying the stock outright. A call option is a contract between a buyer and seller.

Akamai beat Q2 revenue and adjusted EPS estimates as AI infrastructure and cybersecurity demand grew, but rising investment costs weighed on profitability.

Akamai's AI infrastructure push is gaining cloud momentum, but Delivery weakness and rising investment costs test the growth story.

NET's AI security strategy is driving SASE and Zero Trust demand, while creating opportunities to win larger enterprise deals.

Shares of Nebius Group (NASDAQ:NBIS) are up 18% Wednesday morning to $227.70, extending a remarkable run for the AI cloud upstart. The catalyst is a blowout Q2 2026 report that reinforced the AI infrastructure demand thesis just hours after a similar print from a key rival. The rally isn’t limited to Nebius. CoreWeave (NASDAQ:CRWV) stock ... Nebius Is Up 18%: Is It Outperforming AI Cloud Stocks Like CoreWeave and Cloudflare?

Cloud security and performance company Cloudflare (NYSE:NET) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 35.9% year on year to $696.1 million. Guidance for next quarter’s revenue was optimistic at $736.5 million at the midpoint, 2.1% above analysts’ estimates. Its non-GAAP profit of $0.29 per share was 7.5% above analysts’ consensus estimates.

Autonomous software agents have spent years as digital ghosts—clever enough to scrape and summarize, but perpetually unable to pay for their own lunch. That ledger-backed reality finally shifted on August 4, 2026, with the launch of Cloudflare Wallets. It is a quiet, structural pivot: software that can finally hold a purse string. The friction in […]

Cloudflare (NET) has just closed a US$2.175b offering of zero coupon convertible senior notes due August 2031, giving investors a fresh data point on the company’s funding mix and balance sheet flexibility. See our latest analysis for Cloudflare. Cloudflare’s recent zero coupon note issuance comes after a strong run in the stock, with a 90 day share price return of 66.28% and a 1 year total shareholder return of 54.39%, which may indicate building momentum as investors reassess growth...

Ark Invest was a buyer of tech stocks that have hit fresh all-time highs in the last three months.

Tesla Inc. and Space Exploration Technologies Corp. CEO Elon Musk says AI agents could eventually generate vastly more internet traffic than humans, but investor Michael Burry has some questions. Elon Musk Backs AI Traffic Explosion On Sunday, Musk highlighted Cloudflare...

NET's AI security demand and large-customer growth are fueling gains, while its premium valuation reflects high expectations for future growth.

ARKK and ARKG completely exited their respective positions in 10x Genomics.

A CDN giant is issuing per-agent wallets with spending caps and merchant allow-lists, betting it can own the settlement pipe before agents start spending real money. Cloudflare has entered the agent commerce race with a two-tier wallet architecture designed to give developers programmable control over how AI agents spend money. The company’s new AI Agents […]

Shares of cloud security and performance company Cloudflare (NYSE:NET) jumped 7.7% in the afternoon session after the company reported a massive second-quarter beat-and-raise, driven by a significant acceleration in forward-looking metrics.

On August 10, Cloudflare (NYSE:NET) announced that Cloudflare for Government achieved FedRAMP High authorization and GovRAMP Moderate authorization, with the intent to pursue Department of Defense Impact Level 4 clearance next. The news landed days after a second-quarter report, on August 6, showing 36% revenue growth alongside a GAAP operating loss that nearly tripled. Cloudflare […]

Cathie Wood, the founder of investment firm Ark Invest, has flagged what she sees as a blind spot in how Wall Street is covering Cloudflare, a major internet infrastructure company. Writing on X on August 9, Wood said she found it striking that Cloudflare's latest earnings call included no ...

Cybersecurity stocks were a bright spot in Monday’s trading at a time when broader markets declined.

Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.

Software stocks are staging a comeback in the second half of the year, according to Jefferies analysts, who pointed to strong results from ServiceNow Inc (NYSE:NOW, XETRA:4S0), SAP, Roper Technologies, Atlassian (NASDAQ:TEAM) and Cloudflare as evidence the sector is shaking off fears of...

Fastly shares are staging one of their biggest single-day rallies of the year, and the reasons behind the surge reveal a shifting dynamic across the entire AI-cloud sector that investors may not have seen coming.

Wood added shares during both the 13.6% selloff and Friday's rebound.

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

The company is raising convertible debt just days after a strong earnings rally.

For years, Cloudflare (NET) was easy to explain. It helped websites load faster, blocked cyberattacks, and kept internet traffic moving. In the era of artificial intelligence, that description sounds outdated. Cloudflare’s second-quarter revenue climbed 36% year over year to $696.1 million, while ...

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Cloudflare’s Dane Knecht proposed working with Starlink, and Musk said his team is reviewing the proposal.

(Bloomberg) -- Cloudflare Inc. announced plans for a private offering of $2.175 billion of senior convertible notes, after the cybersecurity firm’s guidance boost last week sent shares to an intraday high. Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’Stocks Hold Near Record Highs, Crude Oil Advances: Markets WrapTrump Amps Up Pressure on Billionaire Sargeant to Exit VenezuelaIran Says Hor

Cloudflare, Airbnb, and Snowflake stocks closed at annual highs on Friday amid strong quarterly results, Wall Street optimism, and growing demand for their products.

“The Big Short” investor argued that the expected surge in AI traffic may be a “low bar” and questioned who will ultimately pay for the AI.