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It wasn't just Nasdaq today. A handful of large stocks also closed at their highest levels ever. Here are some notable names with market caps above $10 billion that are sitting at all-time highs today.
Fastly launched new AI traffic controls this morning and the whole edge security category moved with it, including rivals that announced nothing at all. The question buyers are not asking loudly enough is whether availability and adoption are the same thing.
Key TakeawaysCloudflare’s Q2 beat and reaccelerating growth (36% revenue growth, 120% net dollar retention, record large customer adds) pushed NET stock to new highs, but the market has already paid up: NTM EV/Revenue sits at 35. 17x, just below its all-time high of 36.
The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital, and those that can maintain this trifecta year in and year out often become the legends of the investing world.
Cloudflare (NET) stock has gained about 45% in three months while the S&P 500 returned 2.8%, and sits at the top of its 52-week range. That price is paying for more than the growth: a business Cloudflare has only started to build, charging AI agents for the requests they send.
A number of stocks jumped in the afternoon session after shares of enterprise software and SaaS companies rallied broadly as investors rotated capital out of semiconductor and AI-hardware stocks following calls for an artificial intelligence development slowdown.
Cloudflare Inc. (NYSE:NET) grew its share price by 10.51 percent on Wednesday to finish at $10.51 apiece after issuing a highly optimistic outlook, saying that its future opportunity “could be much larger” than its business. Speaking at the Goldman Sachs Communacopia + Technology Conference 2026, Chief Finance Officer Thomas Seifert said that Cloudflare Inc. (NYSE:NET) […]
A security partnership with OpenAI sent Cloudflare shares surging while cybersecurity giants CrowdStrike and Palo Alto sat out the rally entirely, raising a pointed question about which AI security narrative investors actually believe.
Fastly is surging 7% on a session when the cloud sector and broad market are both sliding, and no news, analyst call, or catalyst explains the move. The reason behind the rally matters a lot given where the stock sits after a 123% run this year.
Despite rallying the S&P 500 Index over the past year, Fortinet remains a focus of skepticism among analysts, who question its growth prospects.
NET's AI security, SASE and Workers momentum support growth, but margin pressure and a premium valuation warrant caution.
Snowflake just delivered the kind of earnings report that can permanently reset expectations for a growth stock, and now investors face a harder question about what comes next after a single-day surge leaves almost no room for error.
Okta, CrowdStrike, Datadog, Cloudflare and Palo Alto Networks led Q2's most-upgraded stocks as AI-driven agentic traffic boosts cybersecurity demand, with analysts raising price targets and ratings.
Oracle's recent surge looks like a comeback until you stack it against what the rest of the cloud sector did over the same window, and the comparison raises an uncomfortable question about whether this stock deserves its AI infrastructure reputation.
By Raphael Satter WASHINGTON, Aug 27 (Reuters) - Major tech companies including OpenAI, Anthropic, Microsoft, Alphabet, and Amazon are calling for a society-wide defensive surge to defeat what they
The S&P 500 Index ($SPX ) (SPY ) is up by +0.39% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.84%. E-mini S&P futures (ESU26 ) are up +0.30%, and September E-mini...
Cybersecurity demand is heating up due to AI, but there's a clear winner between these stocks.
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.
Nebius just posted a jaw-dropping revenue surge and CoreWeave is selling out GPU capacity years in advance, yet the two AI cloud darlings are not moving in lockstep today and the reason reveals something important about what the market actually rewards right now.
NET's AI security demand and large-customer growth are fueling gains, while its premium valuation reflects high expectations for future growth.
Cloudflare’s Dane Knecht proposed working with Starlink, and Musk said his team is reviewing the proposal.
Cloudflare, Airbnb, and Snowflake stocks closed at annual highs on Friday amid strong quarterly results, Wall Street optimism, and growing demand for their products.
Cloudflare's growing developer base and contract pipeline strengthened its case as infrastructure for the emerging agent-driven internet.
Atlassian, Twilio, JFrog, and Cloudflare surged after earnings, fueling hopes that software investors are rewarding fundamentals again.
The S&P 500 and Dow Jones hit highs while the Nasdaq raced above key levels as oil prices and yields fell. Palantir, Cloudflare and SpaceX were big movers amid earings.
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