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NASDAQ:NET 31 October 2025 - 23 February 2026

Cloudflare stock sinks nearly 10% as Wall Street slides; outage and quantum-security push in focus

Cloudflare stock sinks nearly 10% as Wall Street slides; outage and quantum-security push in focus

Cloudflare shares dropped 9.6% to $160.11 on Monday amid a broad selloff in U.S. software stocks following renewed tariff uncertainty. The decline followed Cloudflare’s announcement of a new post-quantum SASE platform and investor concerns over a Feb. 20 outage affecting BYOIP customers. Fastly and Zscaler also fell, while Akamai rose.
23 February 2026
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Cloud Computing Stocks Rebound as CPI Cools — What to Watch Before Palo Alto Earnings

Cloud Computing Stocks Rebound as CPI Cools — What to Watch Before Palo Alto Earnings

First Trust Cloud Computing ETF (SKYY) jumped 2.5% to $114.26 Friday, outperforming a weaker Nasdaq as U.S. inflation data came in below forecasts and Treasury yields fell. Peers CLOU and WCLD also gained over 2%. U.S. markets close Monday for Washington’s Birthday. Palo Alto Networks reports earnings Tuesday after the bell.
14 February 2026
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Cloudflare stock today: NET hovers near $189 after earnings pop, with AI agents and CPI in focus

Cloudflare stock today: NET hovers near $189 after earnings pop, with AI agents and CPI in focus

Cloudflare shares slipped 0.1% to $189.28 late Thursday morning after surging earlier in the week on strong earnings and a bullish AI-driven sales outlook. The company reported fourth-quarter revenue up 33.6% to $614.5 million and forecast 2026 revenue as high as $2.795 billion. Traders are watching Friday’s U.S. inflation data for signals on interest rates.
12 February 2026
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Cloudflare stock jumps premarket after AI-driven outlook; here’s what traders watch at the open

Cloudflare stock jumps premarket after AI-driven outlook; here’s what traders watch at the open

Cloudflare shares jumped about 14% in premarket trading Wednesday after the company forecast 2026 revenue above Wall Street estimates and reported a 33.6% rise in fourth-quarter revenue to $614.5 million. The stock was last indicated at $205.50, up $25.52 from Tuesday’s close. Management cited strong AI-agent demand and enterprise deals. Cloudflare posted a GAAP net loss of $12.1 million and non-GAAP profit of $0.28 per share.
11 February 2026
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Cloud computing stocks: SKYY ETF slides as Alphabet, Amazon earnings and jobs data loom

Cloud computing stocks: SKYY ETF slides as Alphabet, Amazon earnings and jobs data loom

Cloud computing stocks fell Friday, with the First Trust Cloud Computing ETF down 2.0% and WisdomTree’s fund off 1.3%. Microsoft slipped 0.8%, Amazon dropped 1.0%, Oracle lost 2.6%, and Snowflake fell 3.3%. Alphabet reports earnings Feb. 4, Amazon on Feb. 5, and the U.S. jobs report is due Feb. 6.
31 January 2026
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Cloudflare stock leaps on Clawdbot AI agent buzz as NET traders look to Feb. 10 earnings

Cloudflare stock leaps on Clawdbot AI agent buzz as NET traders look to Feb. 10 earnings

Cloudflare shares jumped 8.8% to $205.95 in after-hours trading Tuesday, following two days of gains tied to developer interest in the “Clawdbot” AI agent. The company reports Q4 results Feb. 10, as investors look for evidence that AI buzz is driving usage. Cloudflare’s network is used by about 80% of leading AI firms, according to CEO Matthew Prince. The stock saw heavy trading, with 12.5 million shares changing hands.
28 January 2026
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Cloudflare stock jumps again in premarket as “Clawdbot” buzz puts NET back in play

Cloudflare stock jumps again in premarket as “Clawdbot” buzz puts NET back in play

Cloudflare shares rose 6.8% to $202.20 in Tuesday premarket trading after a 9.2% jump Monday, driven by buzz around the open-source AI agent Clawdbot. Wolfe Research linked the surge to social media interest and noted Cloudflare’s edge network could benefit from increased AI agent use. Investors await Cloudflare’s earnings on February 10 and the Federal Reserve’s policy decision this week.
27 January 2026
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Cloud computing stocks today: Microsoft, Oracle slip as Wall Street shuts for New Year’s Day

Cloud computing stocks today: Microsoft, Oracle slip as Wall Street shuts for New Year’s Day

U.S. stock markets are closed Thursday for New Year’s Day and reopen Friday. Cloud-focused ETFs SKYY and WCLD last traded about 1% lower, with Microsoft down 0.8% and Oracle off 1.2%. The S&P 500 ended 2025 up 16.39% and the Nasdaq up 20.36%, despite a late pullback in tech shares. Key economic data and the Fed’s first 2026 meeting are scheduled for January.
1 January 2026
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Cybersecurity US Stocks Week Ahead (Dec. 15–19, 2025): Zscaler’s Bounce Test, SailPoint’s Post-Earnings Reset, and Fed-Cut Volatility

Cybersecurity US Stocks Week Ahead (Dec. 15–19, 2025): Zscaler’s Bounce Test, SailPoint’s Post-Earnings Reset, and Fed-Cut Volatility

US cybersecurity stocks rose early in the week after the Federal Reserve cut rates on Dec. 10, but reversed as tech shares sold off following Broadcom’s AI-driven outlook. Investors favored companies with strong recurring revenue and measurable AI security benefits, while becoming more selective on valuations and guidance. SailPoint shares slipped despite beating earnings, as high expectations and valuation weighed on the reaction.
14 December 2025
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Is Shopify Down Today? Cyber Monday Outage, Cloudflare Chaos and What It Means for E‑Commerce (December 5, 2025)

Is Shopify Down Today? Cyber Monday Outage, Cloudflare Chaos and What It Means for E‑Commerce (December 5, 2025)

Shopify restored core services this morning after a week of disruptions, including a Cyber Monday login outage that locked out thousands of merchants for hours on December 1. A separate Cloudflare outage on December 5 caused widespread 500 errors, briefly affecting Shopify and other major sites. Cloudflare says it has fixed the issue. Shopify’s systems now report normal operations.
5 December 2025
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AWS, Azure And Cloudflare Outages Expose A Growing Cloud Reliability Crisis — And Why DNS Resilience Is Now Center Stage

AWS, Azure And Cloudflare Outages Expose A Growing Cloud Reliability Crisis — And Why DNS Resilience Is Now Center Stage

Cloudflare reported a fresh outage on December 5, 2025, following recent disruptions at AWS and Microsoft Azure. An October AWS outage in its US-EAST-1 region lasted about 15 hours, affecting thousands of sites and costing U.S. firms up to $650 million. Microsoft Azure also faced major incidents in late October, including a data center cooling failure in Europe.
5 December 2025
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Stock Market Today (Nov. 18, 2025): Nasdaq slides as AI trade stumbles; Tesla, Palantir, SMCI pace tech losses ahead of Nvidia earnings; Disney ends YouTube TV blackout

Stock Market Today (Nov. 18, 2025): Nasdaq slides as AI trade stumbles; Tesla, Palantir, SMCI pace tech losses ahead of Nvidia earnings; Disney ends YouTube TV blackout

U.S. stocks fell for a fourth straight session Tuesday, with the Dow down nearly 500 points intraday and the Nasdaq off up to 1.5% as investors sold AI-linked shares and weighed fading odds of a December Fed rate cut. Tesla, Palantir, and Super Micro Computer posted notable declines. Nvidia’s earnings report Wednesday looms, with options markets bracing for a 7% swing. A Cloudflare outage briefly disrupted major tech services, adding to sector jitters.
18 November 2025
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Cloudflare (NET) Stock Soars to Record High on Earnings and AI Buzz – What’s Next for Investors?

Cloudflare (NET) Stock Soars to Record High on Earnings and AI Buzz – What’s Next for Investors?

Cloudflare shares hovered near $225 on October 31, 2025, after hitting a record $230 following strong Q3 results. Revenue jumped 31% to $562 million, beating estimates, and management raised full-year guidance. The company’s AI-driven security products and new partnerships fueled investor interest. Analysts remain mostly bullish, though some warn of high valuation risk.
31 October 2025
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