Why Fastly (FSLY) Stock Is Trading Up Today [Yahoo! Finance]
Cloudflare, Inc. Class A (NET)
Last cloudflare, inc. class a earnings: 2/13 04:15 pm
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Source: Yahoo! Finance
The enthusiasm was sparked after an open-source AI agent named Clawdbot, built on Anthropic's Claude, gained significant attention. This news propelled Cloudflare's stock higher and highlighted the growing field of AI tools that operate on edge computing platforms. Because Fastly operates in the same market, investors likely saw similar potential for the company to gain from the increasing demand for AI workloads. This positive sentiment appeared to have a spillover effect on Fastly's stock price. Is now the time to buy Fastly? Access our full analysis report here, it's free Fastly's shares are extremely volatile and have had 36 moves greater than 5% over the last year. In that context, today's move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 5 days ago when the stock gained 4% on the news that reports of easing geopolitical tensions in Greenland bo
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News
- Cloudflare: Q4 Expectations Are On The Higher Side, While Valuations Look Concerning [Seeking Alpha]Seeking Alpha
- Shedding light on Iran’s longest internet blackout [Verge, The]Verge, The
- Morgan Stanley Maintains a Buy on Cloudflare (NET) [Yahoo! Finance]Yahoo! Finance
- Evaluating Fastly (FSLY) Valuation After AI Driven Sector Rally And Edge Computing Optimism [Yahoo! Finance]Yahoo! Finance
- How Community Colleges Are Becoming America’s AI Talent Engine [Forbes]Forbes
NET
Earnings
- 10/30/25 - Beat
NET
Sec Filings
- 2/2/26 - Form 144
- 2/2/26 - Form 144
- 1/28/26 - Form 4
- NET's page on the SEC website