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Investing.com74d agoneutral
Software stocks whipsaw amid AI fears, as Anthropic IPO looms

The software sector is currently caught in a tug-of-war between profound optimism and existential dread over the future of artificial intelligence. After a brief period of euphoria, reality—and algorithmic trading—bit back hard, sending major software stocks tumbling in a sudden reversal. The iShares Expanded Tech-Software Sector ETF fell 3%, wiping out half of the 6% gains it had recorded just a day prior. The bleeding was widespread across the industry’s biggest names: Atlassian plunged 8%, Hu

Why Is Cloudflare (NET) Stock Soaring Today
StockStory75d agobullish
Why Is Cloudflare (NET) Stock Soaring Today

Shares of cloud security and performance company Cloudflare (NYSE:NET) jumped 11.1% in the afternoon session after it extended its recovery, continuing a rebound from the selloff on May 7 (when it reported earnings) that was, in hindsight, a partial market misread.

Why Does RBC Capital Remain Bullish On Cloudflare (NET)?
Insider Monkey75d agoneutral
Why Does RBC Capital Remain Bullish On Cloudflare (NET)?

Cloudflare, Inc. (NYSE:NET), with significant hedge fund interest, ranks among the 10 best SaaS stocks to buy according to hedge funds. As of Q1 2026, 84 hedge funds held bullish positions in the stock, representing $3.55 billion in aggregate value. As Cloudflare, Inc. (NYSE:NET)’s role in AI-agent infrastructure continues to grow and its path toward […]

Cloudflare (NET), Anthropic Launch Secure Sandbox for Claude Agents
Insider Monkey75d agoneutral
Cloudflare (NET), Anthropic Launch Secure Sandbox for Claude Agents

Cloudflare Inc. (NYSE:NET) is one of the best future tech stocks to buy according to billionaires. On May 19, Cloudflare and Anthropic launched “Cloudflare Environments for Claude Managed Agents,” integrating Claude’s AI with Cloudflare’s global network. This provides developers with secure, scalable sandboxes to execute code and access private data, ensuring AI agents can operate […]

Stocks Mixed Awaiting Fresh Iran News
Barchart80d agoneutral
Stocks Mixed Awaiting Fresh Iran News

The S&P 500 Index ($SPX ) (SPY ) today is down -0.07%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.54%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.44%. June E-mini S&P futures (ESM26 ) are down -0.07%, and June E-mini Nasdaq futures...

Cloudflare (NET) Valuation Check After Anthropic Claude Agent Partnership Expands AI Infrastructure Role
Simply Wall St.80d agobullish
Cloudflare (NET) Valuation Check After Anthropic Claude Agent Partnership Expands AI Infrastructure Role

Cloudflare (NET) is in focus after expanding its work with Anthropic to launch Cloudflare Environments for Claude Managed Agents, a partnership aimed at helping enterprises deploy AI agents securely and at scale. See our latest analysis for Cloudflare. Beyond the Anthropic tie up, Cloudflare’s recent headlines have included governance questions from JLens and debate over its layoff memo. The stock still shows building momentum with a 90 day share price return of 26.62% and a 3 year total...

Cloudflare CEO disagrees with Bezos on Al and US jobs
TheStreet81d agoneutral
Cloudflare CEO disagrees with Bezos on Al and US jobs

There is a particular comfort in the idea that the boss and the billionaire agree on the future. It saves you the trouble of picking a side. It saves you the harder trouble of figuring out which one is selling you something. For the past week, American workers got the optimistic version of that ...

Cloudflare (NET) Is Up 6.4% After Anthropic AI Agent Deal Amid ESG Concerns - Has The Bull Case Changed?
Simply Wall St.86d agoneutral
Cloudflare (NET) Is Up 6.4% After Anthropic AI Agent Deal Amid ESG Concerns - Has The Bull Case Changed?

Earlier this week, Cloudflare announced a collaboration with Anthropic to launch Cloudflare Environments for Claude Managed Agents, enabling organizations to run AI agents on Anthropic’s platform while using Cloudflare’s global network, Workers, secure sandboxes, and zero-trust connectivity to execute code and protect sensitive data at scale. Almost simultaneously, faith-based investor group JLens said it would withhold votes for certain Cloudflare directors, arguing that the company’s...

Arqit Quantum H1 Earnings Call Highlights
MarketBeat86d agoneutral
Arqit Quantum H1 Earnings Call Highlights

Arqit Quantum (NASDAQ:ARQQ) reported higher first-half fiscal 2026 revenue and said it is seeing increased commercial activity as governments, telecom operators and defense-related customers evaluate post-quantum cybersecurity needs. Chief Executive Officer Andy Leaver told investors that the marke

Cloudflare (NET) Stock Trades Up, Here Is Why
StockStory86d agoneutral
Cloudflare (NET) Stock Trades Up, Here Is Why

Shares of cloud security and performance company Cloudflare (NYSE:NET) jumped 1.6% in the afternoon session after the company announced a partnership with Anthropic to launch Cloudflare Environments for Claude Managed Agents.

2 Growth Stocks to Add to Your Roster and 1 We Question
StockStory86d agoneutral
2 Growth Stocks to Add to Your Roster and 1 We Question

Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.

Intuit Plans to Cut 17% of Workforce, But Isn’t Blaming AI
Barrons.com87d agobearish
Intuit Plans to Cut 17% of Workforce, But Isn’t Blaming AI

Intuit reported better-than-expected financial results for its crucial tax season Wednesday, while also announcing a round of layoffs. Intuit said it’s reducing its full-time workforce by 17%. According to Layoffs.fyi, a website that tracks tech layoffs, 111,173 tech employees have lost their jobs in 2026.

Cloudflare (NET) Q1 Results Beat Expectations, But Market Reaction Tells A Mixed Story
Insider Monkey87d agobullish
Cloudflare (NET) Q1 Results Beat Expectations, But Market Reaction Tells A Mixed Story

With a short float of 2.71% and upside potential of 21.60%, Cloudflare, Inc. (NYSE:NET) earns a place on our list of the best cloud stocks to buy as Azure growth hits 40%. Cloudflare, Inc. (NYSE:NET)’s first-quarter results came in ahead of expectations, but the market’s reaction told a mixed story. Cloudflare, Inc. (NYSE:NET) had climbed […]