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Cloudflare Stock Surges as Bold AI Bet Ignites Hopes

TipRanks7minutes ago

Goldman Sachs Technology Conference Concludes: Tech Giants Express Strong Confidence in AI, While Jensen Huang Highlights Challenges Across the Supply Chain

① At the recently concluded Goldman Sachs Technology Conference, executives from tech giants such as NVIDIA and SpaceX voiced strong optimism about the prospects of AI, reaffirming expectations for robust growth; ② Jensen Huang stated that challenges persist across the supply chain, including in advanced packaging, wafers, memory, as well as power and site availability for data centers; ③ Cybersecurity was one of the most discussed topics at the conference and is regarded as one of the most direct beneficiaries of AI.

cls.cn02:06

Top U.S. Stock Performers This Week | Roivant Sciences surged more than 17% this week as Phase II data for mosliciguat, developed by its subsidiary, met endpoints in treating PH-ILD; Cloudflare rose nearly 12%, indirectly benefiting as an edge computing p

This week, the Dow Jones Industrial Average fell by a cumulative 2.53% to close at 52,064.1 points; over the same period, the S&P 500 Index declined by 1.64% to 7,591.7 points; and the Nasdaq Composite Index dropped by 1.6% to 26,081.72 points.

Futu NewsSep 11 18:00

Jensen Huang bets on cybersecurity as the next use case for AI, frankly stating that "creating problems" is equivalent to creating demand.

At the Goldman Sachs Technology Conference, NVIDIA CEO Jensen Huang identified cybersecurity as the next major use case for AI, noting that AI-driven automation of computer programming is fundamentally altering the pace of cyber offense and defense. Speaking to attendees at the conference in San Francisco on Thursday, Huang stated that cybersecurity is likely to become the next significant application for AI. He explained that AI models are disrupting the cybersecurity industry by automating coding tasks, as the speed at which code vulnerabilities are exploited and require remediation has accelerated dramatically. Last month, NVIDIA provided strong long-term sales forecasts, reinforcing Wall Street's confidence in AI data centers.

wallstreetcnSep 11 06:07

OpenAI has launched the public beta of its Agents API, opening up the underlying infrastructure of Codex to developers.

OpenAI has officially opened public beta access to its Agents API for external developers. This API supports the agent frameworks for Codex and the enterprise version of ChatGPT, delivered via programming interfaces, with billing based solely on token usage and tool call volume. Core capabilities include automatic context compression, parallel tool invocation, and multi-agent collaboration, enabling the creation of production-grade agents in a single API call.

wallstreetcnSep 11 06:06

OpenAI Ups Its Agentic Game as It Releases New Data Agent and Agents API

Seeking AlphaSep 11 05:08

First Batch of Startup Battlefield 200 VC Judges at TechCrunch Disrupt 2026 Revealed

TechCrunchSep 11 02:00

OpenAI has launched a data agent that transforms enterprise data into analytics and dashboards with a single prompt, but has not disclosed accuracy benchmarks.

With the new agents in ChatGPT Work, users no longer need to write SQL queries or manually consolidate multiple data sources. They can simply pose questions in natural language, enabling the agent to connect to authorized enterprise data and documents, investigate data changes, generate analyses and interactive dashboards, and execute follow-up actions upon user approval. The absence of accuracy benchmarks means that enterprises lack independent, quantifiable, and publicly available metrics to assess how accurately the agents respond.

wallstreetcnSep 11 01:52

ARK Invest: Stablecoin competition has entered a "winner-takes-all" phase, with a potential duopoly emerging in the hundred-billion-dollar market.

PANews, September 11 – According to a post by Lorenzo Valente, crypto analyst at ARK Invest, stablecoins exhibit significant network effects. Although thousands of stablecoins exist in the market, the number across various tiers rapidly plateaus as market capitalization thresholds rise. Currently, the primary focus is on stablecoins with market capitalizations exceeding $10 billion, which are gradually advancing toward the $100 billion and $500 billion levels. Data shows that the number of stablecoins with market capitalizations exceeding $1 billion has increased only from single digits since 2021 to the current 12.

PANewsSep 11 00:52

Express News | Jensen Huang: Cybersecurity is the next major application scenario for AI

At a Goldman Sachs conference, NVIDIA CEO Jensen Huang stated that cybersecurity is the next major application scenario for AI.

BreakingsSep 11 00:07

From the expansion of AI computing power to revenue generation at the application layer, Goldman Sachs examines the new phase of AI investment: Who can turn tokens into cash flow?

The competitive focus in the AI software sector is shifting toward actual enterprise deployment. Software platforms that can efficiently and accurately translate model capabilities into reliable business outcomes will unlock new growth opportunities.

Zhitong FinanceSep 10 18:38

Why Is Cloudflare (NET) Stock Trending After Hours

Cloudflare Inc. (NYSE:NET) shares are trending Wednesday night.Shares of the San Francisco-based technology company edged down 0.37% to $313.01 after the bell on Wednesday.The dip in late trading

BenzingaSep 10 11:10

Cloudflare Stock (NET) Soars 10% as Investors Reward OpenAI and SpaceX Partnerships

TipRanksSep 10 02:13

Oil Tops $100, Meta and Cloudflare Jump On AI Breakthroughs: Stock Market Today

U.S. equities slid across the board at midday Wednesday as Brent crude pushed above $100 a barrel for the first time since July and the 10-year Treasury yield climbed to a three-year high, reviving

BenzingaSep 10 01:04

ServiceTitan, Apple, Meta, Micron, Casey's, Jersey Mike's, and More Stocks That Explain Today's Market -- Barrons.com

By George Glover, Mariapaula Gonzalez, and Kit Norton Stocks fell Wednesday as fresh strikes between the U.S. and Iran drove oil prices back above $100 a barrel for the first time since July. Apple

Barron'sSep 10 00:58

$100 Invested In Cloudflare 5 Years Ago Would Be Worth This Much Today

Cloudflare (NYSE:NET) has outperformed the market over the past 5 years by 8.55% on an annualized basis producing an average annual return of 19.96%. Currently, Cloudflare has a market

BenzingaSep 10 00:15

Express News | Cloudflare Shares Gain 7.6%

BreakingsSep 9 22:27

Cloudflare(NET.US) Officer Sells US$27.66 Million in Common Stock

$Cloudflare(NET.US)$ Officer Zatlyn Michelle sold 99,009 shares of common stock on Sep 3, 4, 8, 2026 at an average price of $279.34 for a total value of $27.66 million.Source: Announcement What

Futu NewsSep 9 08:57

The End of the Captcha? Not So Fast -- WSJ

By Jackie Snow What's up with captchas, those annoying image puzzles and check boxes that websites use to prove you're human? They may feel outdated, and in some ways they are. Bots have gotten much

WSJSep 9 04:01

MazeBolt Integrates With Cloudflare CDN Edge for Continuous DDoS Validation

RADAR, the independent DDoS validation platform, deploys natively with Cloudflare with no mirror port and no maintenance window. RAMAT GAN, IL / ACCESS Newswire / September 8, 2026 / MazeBolt, the

ACCESS NewswireSep 8 21:00