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NYSE:NET News 11 September 2025 - 7 February 2026

Cloud computing stocks rebounded — but Amazon’s $200 billion spending plan keeps traders on edge

Cloud computing stocks rebounded — but Amazon’s $200 billion spending plan keeps traders on edge

Cloud-focused ETFs rose Friday, with the First Trust Cloud Computing ETF up 4.4% and WisdomTree’s fund up 3.5%. Amazon fell 5.6% after projecting $200 billion in 2026 capex, while Microsoft gained 1.8% and Alphabet slipped 2.5%. Investors weighed AI’s impact on software growth. Key cloud earnings and delayed U.S. jobs data are due next week.
Cloudflare stock slips again after Clawdbot rally as traders brace for Feb. 10 earnings

Cloudflare stock slips again after Clawdbot rally as traders brace for Feb. 10 earnings

Cloudflare shares fell 2.5% to $180.25 in Thursday afternoon trading, deepening losses after a 10.2% drop Wednesday. SEC filings showed director Carl Ledbetter sold 15,000 shares at just over $210 each under a 10b5-1 plan. Investors are watching if recent AI agent buzz will translate to paid usage in upcoming earnings. Quarterly results are due Feb. 10 after market close.
Cloudflare stock jumps on viral ‘Clawdbot’ AI agent buzz as earnings loom

Cloudflare stock jumps on viral ‘Clawdbot’ AI agent buzz as earnings loom

Cloudflare shares surged 11.5% to $211.06 Tuesday amid investor excitement over the viral Clawdbot AI project using its edge network. The stock hit an intraday high of $218.10. Analysts say Cloudflare could benefit as AI-driven web traffic grows, but questions remain about how much of the buzz will translate into revenue. Investors await the company’s February 10 earnings report.
Cloudflare stock jumps on viral ‘Clawdbot’ AI-agent buzz as Wall Street eyes Feb. 10 earnings

Cloudflare stock jumps on viral ‘Clawdbot’ AI-agent buzz as Wall Street eyes Feb. 10 earnings

Cloudflare shares surged 11.5% to $193.30 Monday, outpacing sector rivals after social media buzz around “Clawdbot,” an open-source AI agent built on Anthropic’s Claude. Wolfe Research linked the rally to expectations that Cloudflare’s network could benefit if AI-driven traffic rises. Investors await Cloudflare’s Feb. 10 earnings and the Federal Reserve’s policy decision this week. Akamai, Fastly, and Zscaler also posted gains.
Cloudflare Stock (NET) Outlook After Back‑to‑Back Outages – Latest Price, Forecasts and Analyst Calls (Dec 7, 2025)

Cloudflare Stock (NET) Outlook After Back‑to‑Back Outages – Latest Price, Forecasts and Analyst Calls (Dec 7, 2025)

Cloudflare’s stock has flipped from “AI winner” to “reliability stress test” in a matter of weeks. After a powerful run-up earlier in 2025, shares are now digesting two high‑profile outages, a flood of DDoS attacks, and fresh questions about valuation—while underlying growth remains strong. Below is a full rundown of where Cloudflare (NYSE: NET) stands as of December 7, 2025: price action, recent news, earnings, analyst forecasts, and key risks for investors to watch. Cloudflare stock today: price snapshot after a volatile fortnight As of the latest trade on December 6, 2025, Cloudflare stock is changing hands at about $200.95
Cloudflare (NET) Stock in December 2025: Outage Fallout, AI Ambitions and What the Latest Forecasts Say

Cloudflare (NET) Stock in December 2025: Outage Fallout, AI Ambitions and What the Latest Forecasts Say

Cloudflare, Inc. (NYSE: NET) heads into the weekend trading around $201 per share, after a turbulent week marked by another high‑profile outage, fresh insider selling, and a wave of bullish analyst coverage.Investing.com Despite the drama, the stock is still up more than 80% over the past 12 months, with a market capitalization of roughly $70 billion and a valuation near 35× trailing sales—one of the richest multiples in large‑cap software.TradingView+3StockAnalysis+3Morningstar+3 This piece walks through the very latest news as of December 6, 2025, Cloudflare’s financial trajectory, Wall Street’s forecasts, and the key risks long‑term investors are weighing. Cloudflare stock today:
Anthropic News Today (December 5, 2025): Snowflake’s $200M Agentic AI Deal, Safety Grades, IPO Talk, Claude Outage and a New “Interviewer” Tool

Anthropic News Today (December 5, 2025): Snowflake’s $200M Agentic AI Deal, Safety Grades, IPO Talk, Claude Outage and a New “Interviewer” Tool

Anthropic, the AI company behind the Claude assistant, is closing out the week with a flurry of headlines that span enterprise deals, safety scrutiny, IPO rumours, technical outages and new research tools. On December 5, 2025, the company sits at a particularly interesting crossroads: it has a fresh $200 million partnership with Snowflake, a new Anthropic Interviewer tool gathering large-scale worker feedback on AI, a C+ safety grade in a widely discussed AI safety scorecard, ongoing legal fallout from a $1.5 billion copyright settlement, and even downtime tied to a broader Cloudflare outage. Here’s a detailed, SEO‑friendly roundup of everything you need to know about Anthropic today. 1. Anthropic
5 December 2025
AWS Down Today? What’s Really Behind the December 5, 2025 Internet Outage

AWS Down Today? What’s Really Behind the December 5, 2025 Internet Outage

On December 5, 2025, huge parts of the internet briefly broke for millions of users worldwide. Trading apps stalled, AI tools wouldn’t load, gaming platforms crashed, and social media feeds filled with screenshots of 500 errors and the familiar question: “Is AWS down today?” The short answer: No — Amazon Web Services (AWS) is not experiencing a new global outage today. The disruption is being driven by Cloudflare, a separate internet infrastructure provider that suffered its second major outage in less than a month. The Economic Times+3euronews+3TechRepublic+3 Below is a clear breakdown of what’s happening, why everyone keeps blaming AWS, and how to check the real
Cloudflare Down Today: Global Internet Outage on December 5, 2025 – What Happened, Who Was Hit, and If It’s Fixed Now

Cloudflare Down Today: Global Internet Outage on December 5, 2025 – What Happened, Who Was Hit, and If It’s Fixed Now

Cloudflare went down on December 5, 2025, knocking out up to 20% of websites and causing 500 Internal Server Errors across major apps like Zoom, LinkedIn, X, Spotify, Canva, Shopify and more. Here’s the cause, timeline, and what to do if your site is still impacted. Key points at a glance Cloudflare down today: timeline of the December 5 outage Shortly before 09:00 UTC on December 5, 2025, Cloudflare’s own status page raised a red flag: an incident labeled “Cloudflare Service Issues” noted problems with the Dashboard and Cloudflare APIs, warning that requests might fail or show errors.Cloudflare Status At almost exactly the same time, monitoring
5 December 2025
Cloudflare Stock Today, November 23, 2025 (NET): Institutional Moves, Outage Fallout and the AI Story Behind the Volatility

Cloudflare Stock Today, November 23, 2025 (NET): Institutional Moves, Outage Fallout and the AI Story Behind the Volatility

Cloudflare stock (NYSE: NET) is heading into the new week trading in the mid‑$180s after a wild November that has combined a global internet outage, heavy insider selling and yet another big bet on AI. Shares opened Friday at $186.56, giving Cloudflare a market value of roughly $65 billion and leaving the stock about 25–30% below its early‑November record near $260, even after gaining more than 80% so far in 2025. MarketBeat+2Macrotrends+2 Today is Sunday, so U.S. markets are closed. But for 23 November 2025, there is still fresh news around Cloudflare stock: new institutional ownership disclosures, explainer pieces on
Cloudflare (NET) Today: Global Outage Fallout, AI Acquisition and Stock Reaction – 19 November 2025

Cloudflare (NET) Today: Global Outage Fallout, AI Acquisition and Stock Reaction – 19 November 2025

Cloudflare, Inc. (NYSE: NET) is back in the headlines today after a major global outage on 18 November that briefly broke large parts of the internet, even as the company pushes deeper into AI with its planned acquisition of Replicate and continues to post strong revenue growth. Below is a complete rundown of what happened, how markets are reacting, and what’s new around Cloudflare (NET) on 19 November 2025. Cloudflare (NET) stock today: trading lower after the outage As of around midday UTC on 19 November 2025, Cloudflare shares are trading near $196.53, down roughly 2.9% on the day. Key
19 November 2025
Cloudflare (NET) Stock Soars on Q3 Earnings Beat and AI-Security Partnerships – Analysts Predict Further Gains

Cloudflare Down Today: Global Outage Knocks X, ChatGPT and Major Websites Offline on 18 November 2025

A major outage at internet infrastructure company Cloudflare is disrupting large parts of the web today, Tuesday 18 November 2025. Popular services including X (formerly Twitter), ChatGPT, OpenAI’s other tools, Letterboxd, Canva, and several online games are either slow to load, partially available, or completely unreachable for many users around the world. BleepingComputer+3TechRadar+3Windows Central+3 According to Cloudflare’s own status page, the company is currently experiencing a “Major Outage” affecting its network and core services, with partial outages reported across multiple regions. Cloudflare Status+2Mirage News+2 This is a developing story; details below reflect what is known as of late 18 November 2025. What is happening
18 November 2025
The Great AI Content Heist: How Bots Are Devouring the Internet – and How We Can Fight Back

The Great AI Content Heist: How Bots Are Devouring the Internet – and How We Can Fight Back

AI Companies Are Scraping the Web for Everything – Without Asking The rise of generative AI has kicked off an arms race for data, as AI companies seek to ingest as much online content as possible to train their models. Text from websites, images, code repositories, music – and now video – are all being vacuumed up. A bombshell report from The Atlantic in September 2025 revealed the sheer scale of this activity on YouTube: more than 15.8 million videos (from over 2 million channels) were quietly scraped and downloaded without permission as training data for AI theatlantic.com. These weren’t obscure clips either – nearly 1 million were

Stock Market Today

Moore Threads (688795) share price in focus after Pony.ai tie-up as China market reopens

Moore Threads (688795) share price in focus after Pony.ai tie-up as China market reopens

8 February 2026
Moore Threads’ Shanghai-listed shares closed up 0.45% at 536.99 yuan on Feb. 6 after announcing a strategic cooperation with Pony.ai on autonomous driving compute. Pony.ai plans to use Moore Threads’ MTT S5000 cards for L4 system training and targets over 3,000 Robotaxis by end-2026. Investors await further deal details as the market reopens Monday.
NXP stock heads into Monday after $3 billion credit line refresh — what to watch for NXPI

NXP stock heads into Monday after $3 billion credit line refresh — what to watch for NXPI

8 February 2026
NXP Semiconductors shares closed up 1% at $224.32 Friday after subsidiaries amended a $3 billion revolving credit deal with Barclays, maturing in 2031. The PHLX semiconductor index surged 5.7% as chip stocks rallied on AI spending signals from Amazon and Alphabet. NXP’s gain lagged peers like Monolithic Power, which rose 6.4%. Investors await U.S. jobs and inflation data next week.
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