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NYSE:NET 4 September 2025 - 30 October 2025

Cloudflare (NET) Stock Soars on Q3 Earnings Beat and AI-Security Partnerships – Analysts Predict Further Gains

Cloudflare (NET) Stock Soars on Q3 Earnings Beat and AI-Security Partnerships – Analysts Predict Further Gains

Over the past week Cloudflare’s stock has hovered near record highs, driven by broader tech momentum and anticipation of its earnings beat. Investing.com data show NET closed Oct 30 at $222.94, down ~1.95% on the dayinvesting.com. This followed a +1.51% gain on Oct 29investing.com. On Oct 30 the stock traded as high as ~$226.90 before profit-taking. Crucially, after the market close on Oct 30, Cloudflare’s Q3 results triggered a surge: in after-hours trading NET touched a fresh all-time high around $230.31watcher.guru. Overall, NET is up roughly 95% year-to-datewatcher.guruts2.tech, vastly outperforming the S&P 500. Market sentiment around Cloudflare has been buoyant. The Nasdaq-100 index saw tech stocks rally into Oct. 30, amid easing trade tensions and strong earnings from peersts2.tech. Cloudflare has participated in this trend, with its connectivity and AI security offerings resonating with investors. Ts2.tech noted that Cloudflare’s “compelling growth narrative” – +86.6% YTD, +131% 1-year total return – underscores high expectations on its AI and network servicests2.tech. The recent trading pattern suggests investors are digesting strong data, with some short-term profit-taking but a clear upward bias.
30 October 2025
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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

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 were quietly scraped and downloaded without permission as training data for AI theatlantic.com. These weren’t obscure clips either – nearly 1 million were how-to videos, and countless others came from popular creators and even major organizations like the BBC and TED theatlantic.com theatlantic.com. In many cases the videos were stripped of titles or creator names in the datasets to obscure their origin theatlantic.com, but investigators traced the data back to real YouTube channels. Crucially, this mass downloading violates YouTube’s terms of service – yet it has been happening largely unchecked theatlantic.com. AI developers have used third-party tools to rip videos en masse. YouTube appears to have done little, if anything, to stop the mass downloading, according to The Atlantic, and the company declined to comment on the situation theatlantic.com. In other
11 September 2025
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Quantum Revolution 2025: Unhackable Encryption, Superspeed Computing & the 6G Quantum Future

Quantum Revolution 2025: Unhackable Encryption, Superspeed Computing & the 6G Quantum Future

In 2025, the race is on to rebuild our digital security before quantum computers can crack it. Modern encryption protocols like RSA and ECC – which protect everything from online banking to emails – could be rendered obsolete by a powerful quantum computer running Shor’s algorithm. Post-quantum cryptography refers to new cryptographic algorithms designed to resist quantum attacks while still running on conventional computers csrc.nist.gov csrc.nist.gov. After a 7-year global competition, the U.S. National Institute of Standards and Technology finalized its first PQC standards in August 2024 nist.gov. These include a lattice-based key exchange and digital signature schemes derived from the algorithms CRYSTALS-Kyber, CRYSTALS-Dilithium, and SPHINCS+ csrc.nist.gov csrc.nist.gov. In March 2025, NIST selected an additional code-based encryption algorithm to be standardized by 2027 as a backup method csrc.nist.gov. “As we stand on the brink of a quantum revolution, the urgent need to migrate our cryptographic infrastructure to a quantum-safe framework has never been more critical,” warns cryptographer Michele Mosca weforum.org. The threat isn’t theoretical – attackers may already be stealing encrypted data now in hopes of decrypting it later when quantum decryption becomes possible f5.com cloudflare.com. This so-called “harvest now, decrypt later” tactic puts long-term sensitive information at risk today
11 September 2025
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Global Tech News Roundup (Sept 3–4, 2025): Fines, Launches & Big Tech Moves

Global Tech News Roundup (Sept 3–4, 2025): Fines, Launches & Big Tech Moves

Alphabet, Google’s parent company, won a major reprieve in its landmark U.S. antitrust case. On Sept 2, Judge Amit Mehta ruled against breaking up Google, allowing it to retain control of Android and Chrome reuters.com. The decision lifted a huge cloud of uncertainty: Alphabet stock rocketed over 9% in one day, adding about $210 billion in value reuters.com. The ruling permits Google to keep paying partners like Apple to make Google the default search, though it bans some exclusive deals reuters.com. Analysts cheered the “pragmatic” remedy. “This outcome removes a significant legal overhang and signals the court is favoring pragmatic remedies rather than scorched-earth tactics,” said Hargreaves Lansdown analyst Matt Britzman reuters.com. Another expert noted relief that lucrative Apple search payments can continue reuters.com. The judge pointed to rising AI chatbots like ChatGPT as emerging competition – a factor in deciding against a breakup reuters.com. Google still faces data-sharing mandates to help rivals, but its core search empire remains intact reuters.com. For Google, which was sued in 2020 for abusing its search monopoly, this was a huge win – and markets responded in kind reuters.com. Google’s legal woes didn’t end in antitrust. In California, a federal jury found Google liable
4 September 2025
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Stock Market Today

  • Concentrix Q2 EPS Comes In Light, Stock Down Nearly 40% for the Year
    June 29, 2026, 7:00 PM EDT. Concentrix (CNXC) posted Q2 earnings of $2.63 a share, a penny below the Zacks Consensus of $2.64. Revenue was $2.46 billion, a 0.43% miss versus estimates, but up from $2.42 billion last year. Concentrix has only topped earnings estimates once in the past four quarters. Shares have dropped about 39.9% since the start of the year, trailing the S&P 500, which is up 7.4%. CNXC has a Zacks Rank #3 (Hold) as earnings estimate revisions remain uneven. Analysts are looking for $3.18 EPS and $2.54 billion revenue next quarter; full-year revenue is forecast at $11.65 billion. The Business-Services group sits in the top 42% of Zacks sectors. Investors are focused on the company's earnings call for any update on guidance.
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