Cloudflare (NET) Is Up 6.4% After AI-First Pivot And Anthropic Deal Spotlight Governance Tensions – Has The Bull Case Changed?

Simply Wall St.
3 hours ago

In May 2026, Cloudflare reported stronger-than-expected first-quarter results, announced sizeable layoffs to support an AI-first operating model, and expanded its work with Anthropic to power secure, ...

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