|
Feb 18
|
|
$191.44
$191.44
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - NET
Cloudflare: Accelerating Growth In Times Of A...
|
|
Feb 17
|
|
$193.68
$191.44
-1.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - NET
What's Driving the Market Sentiment Around Cl...
|
|
Feb 13
|
|
$195.85
$191.44
-2.3%
|
LONG
|
Bailey Lipschultz
Reporter, Bloomberg
|
Goldman Sachs launched an "AI Proof" basket. These names are on the LONG side. Goldman's logic is that these companies possess "physical execution," "regulatory entrenchment," or "human accountability" moats that AI cannot easily disrupt or replicate. They are viewed as defensive winners in an AI-dominated future. LONG based on the thematic rotation into high-quality software with defensible moats. High valuations in software stocks generally. |
Bloomberg Markets
Stocks Steady as Treasury Yields Slip After C...
|
|
Feb 12
|
|
$185.17
$191.44
+3.4%
|
LONG
|
Pete Aguilar
Chair of the House Democratic Caucus
|
Aguilar lists "CISA, cybersecurity" alongside the Coast Guard and Secret Service as agencies that "should be funded through the continuation... just like other law enforcement agencies." Even in a highly partisan dispute where Democrats are trying to defund border enforcement (ICE), they explicitly carve out Cybersecurity (CISA) as essential/protected. This reinforces the thesis that cyber spending is "non-discretionary" government spending, immune to even the most severe budget cuts or political gridlock. LONG. Bipartisan support for cyber funding provides a safety net for government contracts in this sector. A total government shutdown (unlikely) would temporarily pause new contract awards. |
Bloomberg Markets
US Government Heading for Shutdown Over DHS F...
|
|
Feb 11
|
|
$189.41
$191.44
+1.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - NET
Cloudflare Rallies On Q4 Beat As AI Adoption ...
|
|
Feb 11
|
|
$189.41
$191.44
+1.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - NET
Piper Sandler Maintains Neutral on Cloudflare...
|
|
Feb 11
|
|
$189.41
$191.44
+1.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - NET
RBC Capital Maintains Outperform on Cloudflar...
|
|
Feb 11
|
|
$189.41
$191.44
+1.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - NET
Wells Fargo Maintains Overweight on Cloudflar...
|
|
Feb 11
|
|
$189.41
$191.44
+1.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - NET
Guggenheim Maintains Sell on Cloudflare, Rais...
|
|
Feb 11
|
|
$189.41
$191.44
+1.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - NET
Barclays Maintains Overweight on Cloudflare, ...
|
|
Feb 11
|
|
$189.41
$191.44
+1.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - NET
Cloudflare shares are trading higher after th...
|
|
Feb 11
|
|
$189.41
$191.44
+1.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - NET
Cantor Fitzgerald Reiterates Neutral on Cloud...
|
|
Feb 11
|
|
$189.41
$191.44
+1.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - NET
Scotiabank Maintains Sector Perform on Cloudf...
|
|
Feb 11
|
|
$189.41
$191.44
+1.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - NET
Market-Moving News for February 11th
|
|
Feb 11
|
|
$189.41
$191.44
+1.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - NET
These Analysts Revise Their Forecasts On Clou...
|
|
Feb 11
|
|
$189.41
$191.44
+1.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - NET
12 Information Technology Stocks Moving In We...
|
|
Feb 11
|
|
$189.41
$191.44
+1.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - NET
Why Is Cloudflare Stock Skyrocketing Wednesda...
|
|
Feb 11
|
|
$189.41
$191.44
+1.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - NET
Needham Maintains Buy on Cloudflare, Lowers P...
|
|
Feb 11
|
|
$189.41
$191.44
+1.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - NET
BTIG Maintains Buy on Cloudflare, Raises Pric...
|
|
Feb 06
|
|
$173.21
$191.44
+10.5%
|
LONG
|
Edward Woodford
CEO of Zero Hash
|
Edward discusses the problem of AI agents scraping the web without paying creators. He explicitly mentions "what Cloudflare is trying to do is super super interesting around effectively gating agents into certain sites." As the "Agent Economy" grows, websites will need defense against scraping and a mechanism to monetize data access for bots. Cloudflare is positioned to be the tollbooth: blocking unauthorized bots while facilitating micropayments (likely via stablecoins) for authorized agents to access data. This opens a new enterprise revenue stream for Cloudflare. LONG. A unique derivative play on the convergence of AI and Crypto payments. AI developers finding ways to bypass gating or competing infrastructure providers offering cheaper alternatives. |
Unchained (Chopping Block)
Is Crypto Focusing on the Wrong Regulatory Fi...
|