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NASDAQ:NET 5 December 2025 - 8 May 2026

Cloudflare AI Layoffs: 1,100 Jobs Cut as Shares Fall After Forecast Miss

Cloudflare AI Layoffs: 1,100 Jobs Cut as Shares Fall After Forecast Miss

Cloudflare plans to lay off over 1,100 employees worldwide—roughly 20% of its staff—as it shifts toward an AI-first strategy, the company said Thursday. Shares dropped more than 13% in after-hours trading, following a second-quarter revenue outlook that landed just shy of Wall Street’s expectations. Timing's key here. Cloudflare isn’t only offering artificial intelligence tools to its clients—it’s rolling out AI across its own workforce and operations, a move that goes beyond the incremental productivity promises other software and cloud players floated this past year. The company’s announcement landed together with quarterly numbers—better than the same period last year, but still short of what investors wanted.
8 May 2026
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Cloudflare Stock Jumps Before Earnings as Forrester Edge Win Puts AI Bet on Trial

Cloudflare Stock Jumps Before Earnings as Forrester Edge Win Puts AI Bet on Trial

Cloudflare, Inc. shares advanced Tuesday, with the stock catching a lift after the internet infrastructure company announced it had been named a leader in edge development platforms by Forrester. That nod arrives just two days before Cloudflare’s next earnings report and appears to have encouraged fresh buying interest. Edge development platforms push code execution closer to users and data, which can trim latency for apps, websites, and AI services. Cloudflare is now pushing to show its network can do more than deliver content and guard against threats—it wants developers to see it as a foundation for building AI-driven apps. Shares climbed 7.9% to $241.84, not far from the day’s peak of $244.02.
5 May 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

New York, Jan 31, 2026, 13:41 ET — Market closed. Cloud computing stocks head into next week’s U.S. session facing earnings from two major cloud providers along with a crucial jobs report, following a turbulent finish to January that weighed on costly growth names.
31 January 2026
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Cloudflare stock jumps on ‘Clawdbot’ buzz as NET closes higher

Cloudflare stock jumps on ‘Clawdbot’ buzz as NET closes higher

New York, January 26, 2026, 20:48 EST — Market closed. Shares of Cloudflare Inc surged 9.2% to close at $189.35 on Monday, after fluctuating between $172.84 and $194.87 during the session and exchanging roughly 7.9 million shares. Content-delivery competitors Fastly and Akamai also climbed, up 5.3% and 3.8%, respectively. Cybersecurity company Zscaler added 2.2%.
27 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

Updated Sunday, December 14, 2025. US cybersecurity stocks head into the new week after a volatile stretch that mixed a dovish Federal Reserve rate cut with a sudden risk-off pulse in megacap tech—an uncomfortable combination for a sector that often trades like “defensive growth.” The result: investors are still rewarding high-quality recurring revenue and platform narratives, but they’re also getting more selective on valuation, guidance tone, and “AI spending” second-order effects.
14 December 2025
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Cloudflare Down Again: December 5, 2025 Outage Triggers 500 Errors for Zoom, X, Canva, Banks and More

Cloudflare Down Again: December 5, 2025 Outage Triggers 500 Errors for Zoom, X, Canva, Banks and More

Cloudflare, one of the internet’s most important infrastructure providers, suffered another major outage on Friday, December 5, 2025, briefly knocking offline or slowing a huge range of websites and apps around the world. Users trying to reach services from social networks and AI tools to trading platforms and banks were met with “500 Internal Server Error” messages and stalled dashboards — just weeks after a similar global incident in November. BleepingComputer+2The Economic Times+2 The company says it has now implemented a fix and is monitoring systems, but the back‑to‑back outages are intensifying questions about how much of the modern web depends on a handful of central players such as Cloudflare.
5 December 2025
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Shopify Outage Update: Cyber Monday Login Failure and December 5 Cloudflare Impact

Shopify Outage Update: Cyber Monday Login Failure and December 5 Cloudflare Impact

December 5, 2025 For thousands of Shopify merchants, Cyber Monday 2025 was less about record-breaking orders and more about staring at a frozen login screen. Four days later, on December 5, Shopify is once again in the news as a separate Cloudflare outage briefly disrupts some stores and admin dashboards — even as the company insists its own systems are now fully operational. Red94+1
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

As of December 5, 2025, the global internet is once again grappling with reliability questions after a fresh Cloudflare disruption on top of recent outages at Amazon Web Services, Microsoft Azure and other core infrastructure providers. At the same time, AWS is rolling out a new Route 53 “Accelerated Recovery” feature and partnering with Google Cloud on a multicloud link designed to make it easier to ride out future failures. Amazon Web Services, Inc.+2Reuters+2 This combination of repeated outages and rapid engineering responses is reshaping the debate about whether the cloud can still be treated as “always on” — especially for industries and platforms that simply cannot go dark, from banking to massively popular games like Fortnite and Roblox. AS USA+2ThousandEyes+2
5 December 2025
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Stock Market Today

  • SpaceX (SPCX) shares fade after IPO pop; attention turns to Nasdaq-100 inclusion
    June 29, 2026, 1:43 PM EDT. SpaceX (NASDAQ: SPCX) jumped as high as $225 from its $135 IPO, but slipped back to near $155. The company is still losing cash even with $4.7 billion Q1 2026 revenue. Some see index funds as forced buyers if SPCX gets added to the Nasdaq-100, which could bring new demand and help counter worries about valuation and the risk from lock-up expiry. Analysts point to SpaceX's strong position in launches and Starlink's global network, but note ongoing cash burn and no dividend. Some investors now look at the current price as a possible opportunity with index inclusion ahead as the next big event.
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