Why Cloudflare is surging: Clawdbot AI agents and the future of edge computing [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 surge followed a weekend of social media buzz about Clawdbot, an AI agent built on Anthropic's Claude that runs locally on devices and executes tasks autonomously. Cloudflare's global edge network is positioned to support the secure, low-latency infrastructure needed for such AI agents. "Over the weekend, hype and excitement around Clawdbot exploded across social media, which flowed through to shares of NET rising 10% on Monday," noted Wolfe Research analyst Joshua Tilton. Developers are already using Cloudflare Tunnels to securely host and access Clawdbot instances, while the company's AI Gateway supports Anthropic's Claude, enabling developers to route inference calls through Cloudflare's network for caching and security. As AI agents like Clawdbot scale up with more API calls and website interactions, they generate increased internet traffic that requires Cloudflare's infrastructure for security and connectivity. During Cloudflare's third quarter earnings call, CEO Mat
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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