Cloudflare.
American internet infrastructure and website security company
- Reports this week
- 4
- Active events
- 7
- Connections
- 298
What's happening
Active this week
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Fastly, Cloudflare, and Akamai are competing in the edge computing and content delivery markets, with Fastly holding its Investor Day at Nasdaq.Some support1 report1 development inside
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Cloudflare, Cisco, and several other companies adopted the Agent Name Service standard on November 1, 2026.Some support1 report
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Matthew Prince is co-founder and CEO of Cloudflare.Well supported4 reports
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James Fish raised Cloudflare's price target, with Getty Images providing the image source.Some support1 report
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NRG Energy and Cloudflare are key players benefiting from the boost in the AI infrastructure sector, with investors monitoring Nvidia's performance.Some support1 report
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A group of technology companies, including Datadog, Fastly, and Cloudflare, were listed as industry peers.Some support1 report
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IREN and Cloudflare are identified as key players operating in the AI cloud services market.Some support1 report
Earlier this month
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Matthew Prince and Michelle Zatlyn are identified as co-founders of Cloudflare.Some support3 reports
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Cloudflare reported early attacks targeting PHP vulnerabilities.Well supported7 reports
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Cloudflare services were used for storage in an operation based in Hanoi.Some support1 report
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Cloudflare estimates widespread website vulnerability while the Cabinet Office warns about the need for NATO defense cooperation.Some support1 report
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PHP vulnerabilities led to exploitation attempts affecting government websites across Europe, prompting service suspensions.Some support3 reports2 developments inside
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PHP vulnerabilities are fueling the Black October crisis, causing outages and hacking attempts affecting major US services like American Express.Some support1 report
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OpenAI's project triggered a global emergency, leading to coordination with Cloudflare to develop a patch.Some support1 report
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Cloudflare reported bot traffic migration as Russia targeted Ukrainian data centers, prompting Ukraine to attack Yandex facilities.Well supported6 reports
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Amazon and Cloudflare reported on recent hacking attempts, while Douglas Alexander discussed security protocols with John Healey.Some support5 reports
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Cloudflare OS has announced integrations with GitHub and Canva, among other platforms, expanding its ecosystem.Some support1 report
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Cloudflare committed credits to Idealab startups, an incubator launched by Bill Gross.Some support2 reports
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Global web traffic anomalies were observed across Europe.Some support1 report
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Experts discussed Cloudflare data and infrastructure on LinkedIn as malicious bots migrated from Russian networks.Some support1 report
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Microsoft, Oracle, and Cloudflare partnered with the National Police Agency in a joint operation to track and dismantle criminal groups exploiting cloud tenants.Some support1 report
One to three months ago
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NetBlocks and Cloudflare tracked Yandex traffic drops while Alberta faces a referendum and Russian propaganda targets Canadian democracy.Some support1 report
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Fowler used Cloudflare data to track a drop in bot traffic originating from the Kremlin.Some support1 report
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Cloudflare Radar and NetBlocks tracked a decline in Yandex traffic and monitored its cloud network connectivity.Some support1 report
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Analysts highlighted CrowdStrike, Microsoft, Cloudflare, and Palo Alto Networks as stock picks.Some support2 reports1 development inside
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Cloudflare mitigated ongoing cyber attacks originating from Mirai-descended botnets.Some support1 report
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Multiple firms, including Raymond James Financial, Susquehanna, Truist Financial, and Needham & Company, have initiated coverage and raised price targets for Cloudflare.Some support3 reports
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Insider Michelle Zatlyn sold significant blocks of Cloudflare stock on May 27, 2026.Some support16 reports
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Jim Cramer discussed Cloudflare's potential as a beneficiary of increasing AI-driven traffic.Some support1 report
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Both LG Electronics and Cloudflare are now listed in new CFD products.Some support3 reports
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Datadog, Dynatrace, Oracle, and Cloudflare are all operating in the competitive software industry, with Datadog and Dynatrace being direct peers in observability.Some support2 reports
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Cloudflare is running its Project Galileo initiative.Some support1 report1 development inside
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Cloudflare is targeting the Small and Medium Enterprise (SME) market with its services in Australia and New Zealand.Some support1 report
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Market analysis compares financial performance of two stocks: Envirotech and Cloudflare.Some support1 report
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Cybersecurity stocks are rising amid an OpenAI breach of a government website, alongside political meetings involving Trump and Albanese.Some support2 reports
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Fastly and Cloudflare are competing in the edge delivery and web security markets, with Cloudflare challenging Fastly's core offerings.Some support3 reports2 developments inside
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Cloudflare launches an open source AI workspace and is working with global implementation partners.Some support4 reports
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Cloudflare was flagged by Darren Shaw as a potential blocker, with the New York Times citing an example of Cloudflare blocking a Shopify site's crawlers.Some support1 report
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John Graham-Cumming is a director at Cloudflare, Michelle Zatlyn is President of Cloudflare, and Thomas Seifert is CFO of Cloudflare.Some support1 report
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Cloudflare's stock price is showing correlation with broader market trends involving the NASDAQ and S&P 500.Some support1 report1 development inside
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Cloudflare stock performance was tracked against the S&P 500 market index on September 15, 2026.Some support1 report
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Dave utilized Cloudflare rule sets to defend against cyber attacks targeting Saudi energy infrastructure.Some support1 report
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Cloudflare filed required 13F disclosures with the SEC while Norges Bank increased its investment in the company's stock.Some support1 report
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Cloudflare is utilizing OpenAI's Daybreak models specifically for defense applications.Some support1 report1 development inside
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OpenAI and Cloudflare are developing new AI security services and end-to-end data center solutions.Some support1 report
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DOCS is utilizing Cloudflare services to provide DDoS protection for its infrastructure.Some support1 report
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Geopolitical tensions involving Gulf States and the Iran war are causing energy cost spikes and AI scraping issues for Cloudflare and Google.Some support1 report
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A software sector selloff is underway, affecting multiple companies including Snowflake Inc., Cloudflare, and Datadog due to profit-taking.Some support2 reports1 development inside
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Cloudflare is providing a secure, isolated execution layer specifically designed for AI agents.Some support1 report
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Oracle Corporation, Cloudflare, and Salesforce are all involved in the competitive and growing AI-cloud trade.Some support9 reports1 development inside
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Oracle, Cloudflare, and CoreWeave participated in a sector-wide AI cloud bid, which CoreWeave ultimately won.Some support6 reports
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An Iranian-backed group used Telegram to claim responsibility for DDoS attacks targeting tech platforms like Bluesky and services protected by Cloudflare.Some support1 report
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Cloudflare is demonstrating enterprise AI solutions within Saudi Arabia.Some support2 reports
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Datadog, Atlassian, and Cloudflare are facing enterprise software market headwinds but are demonstrating resilience.Some support2 reports
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Cloudflare routes a significant amount of daily web traffic, involving Gotham infrastructure.Some support1 report
Gone quiet
No new reports in 90+ days-
The NATO Summit in Ankara occurred amid heightened Iran coverage and sustained attention to regional attacks.Some support1 report
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Cloudflare has been appointed as the independent Key Transparency auditor for Signal.Some support1 report
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Cyber attacks targeting China and Turkey spiked in August 2026, driven by the conflict in Iran.Some support1 report
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MarketBeat identified Intel, CoreWeave, and Cloudflare as Value stocks.Some support1 report
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Cloudflare handles data for various federal agencies, including the United States Department of Homeland Security.Some support2 reports
No events began in the chosen period. Widen it, or reset.
What's reaching Cloudflare
Events traced to Cloudflare, step by step, newest first- Malicious AI cyberattacks may drive demand for Cloudflare's security servicesIncreased demand for network security services may follow the rise of AI-powered cyberattacksPossible
- PHP vulnerability discovery may boost Cloudflare's security demandCloudflare may see increased demand for security services amid PHP vulnerability risksLikely
- Cloudflare detects millions of exploitation attempts from PHP flawsCloudflare faces massive surge in attack attempts due to PHP flawsAlready happening
- Cloudflare may see increased demand amid PHP vulnerability threatCloudflare may see increased demand amid PHP vulnerability threatPossible
- Cloudflare may face strain from millions of PHP exploitation attemptsCloudflare faces increased security strain from millions of PHP exploitation attempts.Likely
- How could Ukrainian drone strikes on Yandex data centers affect Cloudflare's monitored traffic?Yandex data center disruption causes sharp drop in monitored trafficAlready happening
See all 7 explainers
Explainers that pass through Cloudflare
Cloudflare is a step on the way to someone else- Cloud attacks targeting PHP may increase AWS operational costsAWS may face increased operational costs while mitigating PHP exploitation attemptsPossible
- PHP vulnerabilities may disrupt Wikipedia's online servicesPHP vulnerabilities may disrupt Wikipedia's online servicesPossible
- How does the insider stock selling by Cloudflare leadership affect John Graham-Cumming?Cloudflare leadership sold stock amid Q2 revenue growth and company valuationIncludes Brind's reasoning
Around Cloudflare this week
News at the entities that move Cloudflare most-
OpenAI StructuralMatthew Schwartz, a consultant for Anthropic, issued warnings regarding the advances made by OpenAI.Moves Cloudflare
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SEC StructuralMSCI index rules may affect Bitcoin companies, while warnings caused stock market crashes in Turkey and Indonesia.Moves Cloudflare
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Securities and Exchange Commission StructuralAndy Cheung was appointed CFO and Treasurer of The Aaon Group, which subsequently filed a report with the SEC.Moves Cloudflare
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Microsoft OperationalDuke Energy, Johnson & Johnson, Microsoft, and Welltower are large positions in the iShares MSCI USA Min Vol Factor ETF amid investor angst.Moves Cloudflare
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Palo Alto Networks OperationalFortinet technology is being embedded in AI infrastructure, intensifying competition among major cybersecurity players like Nvidia and CrowdStrike.Moves Cloudflare
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Atlassian OperationalQantas, Atlassian, and Accenture are restructuring, moving corporate services to India in a partnership affecting 850 roles.Moves Cloudflare
Connections
The 40 strongest of 298, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Matthew Prince Structural
Matthew Prince serves as the co-founder and CEO of Cloudflare, guiding its strategic direction and operations.
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Fastly Operational
Fastly and Cloudflare are direct competitors in the edge computing and content delivery network markets, vying for market share and industry leadership.
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John Graham-Cumming Structural
A serves as a director at Cloudflare, a formal governance role that dictates the relationship.
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Pat Breen Structural
Pat Breen holds a senior executive leadership role, including Area Vice President, within Cloudflare.
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NET Structural
NET serves as the financial vehicle and market ticker for Cloudflare, with Cloudflare's operational success driving NET's revenue.
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OpenAI Structural
OpenAI relies on Cloudflare for critical infrastructure and network insights, while Cloudflare integrates OpenAI's AI models into its security services.
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Microsoft Operational
Microsoft and Cloudflare maintain a dual operational relationship, characterized by active collaboration on security protocols and joint alliances, while simultaneously competing in the broader cloud and AI markets.
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Thomas Seifert Structural
Thomas Seifert holds the executive role of Chief Financial Officer at Cloudflare.
Show all 40 connections
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Tom Evans Structural
Tom Evans serves as Chief Partner Officer at Cloudflare.
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Seifert Structural
Seifert holds the position of Chief Financial Officer at Cloudflare.
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Palo Alto Networks Operational
Cloudflare and Palo Alto Networks are direct competitors in the enterprise cybersecurity market, focusing on SASE and Zero Trust offerings.
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PHP Operational
Cloudflare actively monitors and mitigates exploitation attempts and vulnerabilities arising from the PHP technology ecosystem.
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Google Operational
Cloudflare and Google are active market competitors who integrate services, coordinate protocols, and monitor each other's market performance.
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Atlassian Operational
The companies maintain an operational relationship through technical integrations, co-development of AI experiences, and competition in the enterprise software market.
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Michelle Zatlyn Structural
Michelle Zatlyn serves as a co-founder and president of Cloudflare, and has engaged in documented insider stock sales.
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Oracle Operational
The companies are actively engaged in market competition within the AI cloud sector, competing for bids and facing shared market pressures.
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Carl Ledbetter Transactional
Carl Ledbetter, in his capacity as a director and insider, has executed multiple sales of shares in Cloudflare.
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TD SYNNEX Operational
TD SYNNEX and Cloudflare maintain a strategic partnership where TD SYNNEX distributes Cloudflare's cybersecurity solutions.
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CrowdStrike Operational
CrowdStrike and Cloudflare are active competitors in the cybersecurity market, vying for market share and influence.
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Morgan Stanley Operational
Morgan Stanley provides investment coverage, including ratings and price targets, for Cloudflare stock.
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Meta Structural
Meta relies on Cloudflare's infrastructure to host its AI models and manage web traffic.
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Amazon Operational
Amazon and Cloudflare actively compete in the general-purpose serverless deployment and AI inference markets.
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Associated Press Operational
Associated Press actively utilizes and supports Cloudflare's infrastructure and initiatives.
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DOCS Structural
DOCS relies on Cloudflare's infrastructure as a critical service provider for DDoS protection.
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Thomas Seifert Structural
Thomas Seifert holds the formal role of CFO at Cloudflare, a position associated with stock transactions.
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SEC Structural
Cloudflare is subject to formal regulatory oversight and mandatory disclosure requirements by the SEC.
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Akamai Technologies Operational
Akamai and Cloudflare are established competitors operating within the Content Delivery Network (CDN) market.
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CoreWeave Operational
CoreWeave functions as a service provider and supplier to Cloudflare, operating within the AI infrastructure market.
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Securities and Exchange Commission Structural
Cloudflare is subject to mandatory regulatory oversight and required institutional filings by the Securities and Exchange Commission.
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Zscaler Operational
Cloudflare and Zscaler are direct competitors offering SASE and Zero Trust solutions in the enterprise security market.
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Cloudflare provides data handling and infrastructure services for various federal agencies, including the DHS.
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Scotiabank Mentioned together
Scotiabank analysts provide financial ratings and price targets for Cloudflare stock.
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Nebius Group Operational
Nebius Group and Cloudflare maintain an operational relationship characterized by customer usage and active competition in the AI cloud market.
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Perplexity Operational
Perplexity is accused by Cloudflare of stealthily scraping websites and ignoring protective directives.
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Ark Invest Transactional
Ark Invest is currently increasing its investment positions in Cloudflare.
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Dave Structural
Dave utilizes Cloudflare's rule sets as part of his operational setup.
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Mozilla Operational
Cloudflare and Mozilla are actively collaborating on the joint development of the PACT protocol for internet security.
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Evan You Transactional
Evan You's team joins Cloudflare to contribute to the company's open-source roadmap.
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LangChain Structural
LangChain relies on Cloudflare's platform and native AI library support for its operational deployment.
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Donald Trump Shared context
Cloudflare is forecast to benefit from economic trends and policies associated with Donald Trump's political era, such as tariffs and onshoring.
History
Events by the month they beganNovember 2026
7 events- Cloudflare, Cisco, and several other companies adopted the Agent Name Service standard on November 1, 2026.
- James Fish raised Cloudflare's price target, with Getty Images providing the image source.
- NRG Energy and Cloudflare are key players benefiting from the boost in the AI infrastructure sector, with investors monitoring Nvidia's performance.
- A group of technology companies, including Datadog, Fastly, and Cloudflare, were listed as industry peers.
- IREN and Cloudflare are identified as key players operating in the AI cloud services market.
- Matthew Prince and Michelle Zatlyn are identified as co-founders of Cloudflare.
- Cloudflare services were used for storage in an operation based in Hanoi.
October 2026
18 events- Cloudflare reported early attacks targeting PHP vulnerabilities.
- Cloudflare estimates widespread website vulnerability while the Cabinet Office warns about the need for NATO defense cooperation.
- PHP vulnerabilities led to exploitation attempts affecting government websites across Europe, prompting service suspensions.
- PHP vulnerabilities are fueling the Black October crisis, causing outages and hacking attempts affecting major US services like American Express.
- OpenAI's project triggered a global emergency, leading to coordination with Cloudflare to develop a patch.
- Cloudflare reported bot traffic migration as Russia targeted Ukrainian data centers, prompting Ukraine to attack Yandex facilities.
- Amazon and Cloudflare reported on recent hacking attempts, while Douglas Alexander discussed security protocols with John Healey.
- Cloudflare OS has announced integrations with GitHub and Canva, among other platforms, expanding its ecosystem.
- Cloudflare committed credits to Idealab startups, an incubator launched by Bill Gross.
- Global web traffic anomalies were observed across Europe.
- Experts discussed Cloudflare data and infrastructure on LinkedIn as malicious bots migrated from Russian networks.
- Microsoft, Oracle, and Cloudflare partnered with the National Police Agency in a joint operation to track and dismantle criminal groups exploiting cloud tenants.
- NetBlocks and Cloudflare tracked Yandex traffic drops while Alberta faces a referendum and Russian propaganda targets Canadian democracy.
- Fowler used Cloudflare data to track a drop in bot traffic originating from the Kremlin.
- Cloudflare Radar and NetBlocks tracked a decline in Yandex traffic and monitored its cloud network connectivity.
- Cloudflare mitigated ongoing cyber attacks originating from Mirai-descended botnets.
- Jim Cramer discussed Cloudflare's potential as a beneficiary of increasing AI-driven traffic.
- Both LG Electronics and Cloudflare are now listed in new CFD products.
September 2026
17 events- Fastly, Cloudflare, and Akamai are competing in the edge computing and content delivery markets, with Fastly holding its Investor Day at Nasdaq.
- Datadog, Dynatrace, Oracle, and Cloudflare are all operating in the competitive software industry, with Datadog and Dynatrace being direct peers in observability.
- Cloudflare is targeting the Small and Medium Enterprise (SME) market with its services in Australia and New Zealand.
- Market analysis compares financial performance of two stocks: Envirotech and Cloudflare.
- Cybersecurity stocks are rising amid an OpenAI breach of a government website, alongside political meetings involving Trump and Albanese.
- Cloudflare was flagged by Darren Shaw as a potential blocker, with the New York Times citing an example of Cloudflare blocking a Shopify site's crawlers.
- John Graham-Cumming is a director at Cloudflare, Michelle Zatlyn is President of Cloudflare, and Thomas Seifert is CFO of Cloudflare.
- Cloudflare's stock price is showing correlation with broader market trends involving the NASDAQ and S&P 500.
- Cloudflare stock performance was tracked against the S&P 500 market index on September 15, 2026.
- Dave utilized Cloudflare rule sets to defend against cyber attacks targeting Saudi energy infrastructure.
- Cloudflare filed required 13F disclosures with the SEC while Norges Bank increased its investment in the company's stock.
- Cloudflare is utilizing OpenAI's Daybreak models specifically for defense applications.
- OpenAI and Cloudflare are developing new AI security services and end-to-end data center solutions.
- DOCS is utilizing Cloudflare services to provide DDoS protection for its infrastructure.
- Geopolitical tensions involving Gulf States and the Iran war are causing energy cost spikes and AI scraping issues for Cloudflare and Google.
- A software sector selloff is underway, affecting multiple companies including Snowflake Inc., Cloudflare, and Datadog due to profit-taking.
- Cloudflare is providing a secure, isolated execution layer specifically designed for AI agents.
Show 3 earlier months
August 2026
12 events- Multiple firms, including Raymond James Financial, Susquehanna, Truist Financial, and Needham & Company, have initiated coverage and raised price targets for Cloudflare.
- Cloudflare launches an open source AI workspace and is working with global implementation partners.
- Oracle, Cloudflare, and CoreWeave participated in a sector-wide AI cloud bid, which CoreWeave ultimately won.
- An Iranian-backed group used Telegram to claim responsibility for DDoS attacks targeting tech platforms like Bluesky and services protected by Cloudflare.
- Cloudflare is demonstrating enterprise AI solutions within Saudi Arabia.
- Datadog, Atlassian, and Cloudflare are facing enterprise software market headwinds but are demonstrating resilience.
- Cloudflare routes a significant amount of daily web traffic, involving Gotham infrastructure.
- The NATO Summit in Ankara occurred amid heightened Iran coverage and sustained attention to regional attacks.
- Cloudflare has been appointed as the independent Key Transparency auditor for Signal.
- Cyber attacks targeting China and Turkey spiked in August 2026, driven by the conflict in Iran.
- MarketBeat identified Intel, CoreWeave, and Cloudflare as Value stocks.
- Cloudflare handles data for various federal agencies, including the United States Department of Homeland Security.