Cloudflare, Inc. Class A Common Stock (NET)

Nvidia and Palantir have both witnessed enormous valuation expansion throughout the artificial intelligence (AI) revolution.

What a fantastic six months it’s been for Cloudflare. Shares of the company have skyrocketed 98.5%, hitting $212. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.

The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how content delivery stocks fared in Q2, starting with Cloudflare (NYSE:NET).

The market environment is volatile, but these stocks are worth watching.

Intel will focus on artificial intelligence (AI) inference with its new Crescent Island GPU.

Cramer likes Dublin-based CRH. UBS analyst Julian Radlinger initiated coverage on the company with a Buy rating and a price target of $138.

Cloudflare partners with Visa, Mastercard, and AmEx to secure agentic commerce. Web Bot Auth will authenticate AI agents.

Amsterdam, Netherlands – October 3, 2025 – Nebius Group N.V. (NASDAQ: NBIS), a technology company specializing in full-stack infrastructure for the global artificial intelligence (AI) industry, is currently a focal point for investors and analysts alike. The company's recent strategic pivot, explosive stock performance, and a monumental deal with Microsoft have propelled it into the [...]

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In this podcast, Motley Fool analysts Asit Sharma, Yasser El-Shimy, and Tim Beyers debate whether the hundreds of billions presently committed to AI infrastructure will pay off for shareholders.

A clean balance sheet can signal disciplined management and stability. It also means a company can expand and thrive without relying on borrowed capital.

Shares of cloud security and performance company Cloudflare (NYSE:NET) jumped 3.5% in the afternoon session after the company announced a partnership with Oracle and an expansion of its program for business partners. 

At least a dozen Wall Street firms launched initiations of Netskope stock with buy, out-perform or over-weight ratings.

Companies with more cash than debt often have stronger financial flexibility, making them attractive in uncertain markets. Without interest payments being less of a worry, these businesses can invest more in growth, innovation, or buybacks and dividends.

Fortinet, Zscaler, and Cloudflare are all reliable long-term cybersecurity plays.

Tradr ETFs' Matt Markiewicz says new 2X single-stock ETFs give traders amplified access to Okta, Lyft, Aurora, Celsius, and more.

On Thursday, Datadog reached a key technical milestone, seeing its Relative Strength (RS) Rating jump to 83, up from 80 the day before.

New funds seek to provide 200% long exposure on a variety of industry leaders

A number of stocks fell in the afternoon session after markets pulled back as a report raised concerns about artificial intelligence demand and profitability. 

Five funds are first-to-market single-stock leveraged ETFs seeking 200% long exposure

This AI hyperscaler checks off some key boxes that millionaire-maker stocks often possess.

Anthropic, a leading artificial intelligence research company, is making significant strides in embedding its powerful Claude AI into the fabric of daily applications and enterprise workflows. With a strategic focus on safety, ethical development, and robust integration protocols, Claude is rapidly transforming from a sophisticated chatbot into an indispensable, context-aware AI collaborator across a myriad [...]