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INSANE: 2 - The Real Truth

Cloudflare (NYSE:NET) reported a strong first quarter of 2026, with revenue rising 34% year over year to $639.8 million, as executives said demand tied to AI, agentic workloads and its Workers developer platform continued to accelerate. Co-founder and CEO Matthew Prince said the company began the y

MarketBeat

Cloudflare Stock Plunges Amid 20% Job Cuts. Executives Are Blaming AI.

Even after solid Q1 numbers, Cloudflare could not escape investor anxiety over its aggressive AI restructuring plan and massive workforce reduction.

Barchart

Cloudflare to cut about 20% of 5,000-plus workforce as AI adoption reshapes operations

Cloudflare announced significant layoffs, cutting approximately 20% of its workforce, impacting over 1,100 global employees. This restructuring is driven by the company's rapid adoption of artificial intelligence tools and a shift towards an 'agentic AI-first operating model.' Despite stronger first-quarter results, the company forecasts second-quarter revenue slightly below expectations.

The Economic Times

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Notepad++ creator threatens legal action over macOS port of open-source app — developer says port is fine, but branding is too far

Notepad++ creator Don Ho has filed a trademark complaint with Cloudflare and is threatening further legal action against the developer of a macOS port.

Tom’s Hardware

Why one outage can still take down half the internet

When Cloudflare goes down, a significant amount of the internet falls with it. Services stalled, platforms froze, find out why a single outage causes so much difficulty.

TechRadar

The fake Rolex problem: How AI turned amateur attackers into nation-state threats

AI-powered attackers bypass defenses by engineering intent-driven, multi-layered phishing kill chains.

TechRadar

'Increasingly the distinction between bots and humans is moot' says one of the biggest web-infrastructure companies

Cloudflare says we need to move past the bots vs humans debate as "there are wanted bots and there are unwanted humans."

PC Gamer

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Forget The Chips? Cloud Stocks Are The New Hardware

As the AI boom enters its next phase, Cloudflare and Akamai Technologies are providing the critical infrastructure needed for autonomous agent deployment.

MarketBeat

The Market Is Selling Everything, but These 5 Stocks Aren't Breaking Down

These five stocks are outperforming their beaten-down sectors on strong fundamentals, not hype, making them momentum plays worth watching now.

MarketBeat

'A more secure, scalable platform that runs on modern infrastructure and supports AI-native workflows': Why Cloudflare's new EmDash is the "spiritual successor" to WordPress

Cloudflare outlines its vision for EmDash as a modern CMS designed to improve security, support AI-native workflows, and modernize how websites are built and managed.

TechRadar

'I think EmDash was created to sell more Cloudflare services': WordPress co-founder Matt Mullenweg gives his verdict on Cloudflare's EmDash

WordPress co-founder Mullenweg isn't too critical about EmDash or Cloudflare, says he sees it as a commercial opportunity, not a 'spiritual successor'.

TechRadar

X (Twitter) was down — live updates on the worldwide outage

X was experiencing an outage that took down the "For You" timeline and other features.

Tom’s Guide

Cloudflare launches EmDash — the 'spiritual successor' that wants to take on WordPress

Cloudflare says WordPress's plugin problem is out of hand – EmDash plugins take a different, more secure route.

TechRadar

AI bots will outnumber humans on the internet by next year, Cloudflare boss says

AI chatbots like ChatGPT and Gemini are causing a massive shift in who – and what – is browsing the internet

The Independent UK

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MarketBeat

Cloudflare's Stablecoin: A Real Catalyst or Short-Term Hype?

Cloudflare’s stablecoin plans add to its AI narrative, but with the idea still unproven, investors must decide whether this is a real catalyst or just hype.

PC Gamer

Cloudflare claims 'today’s threat landscape is more varied and chilling than ever' in latest report

All good news, then?

TechRadar

'We can accelerate the adoption of post-quantum resilience for all web users': Google reveals how Chrome will help secure HTTPS certificates against quantum computer attacks — without breaking the Internet

Google plans to defend HTTPS certificates against quantum attacks using compact verification methods that preserve browser performance and system compatibility.

TechRadar

La Liga's war on piracy is breaking the internet in Spain — and your VPN could be the next target

La Liga's aggressive anti-piracy blocking has led to a series of overblocking incidents when football matches are aired. Spaniards have been turning to VPNs to navigate recurring outages, but questions remain about the approach remain.

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Barchart

Is Claude Going to Kill Cloudflare Stock?

AI disruption has hit Cloudflare, yet analysts remain broadly supportive. Will competitive concerns materially alter its long-term trajectory?

Evening Standard

Chaos online as Cloudflare outage crashes dozens of major websites

The outage has hit websites including Uber, Workday and Microsoft Outlook

The Independent UK

Cloudflare outage causes service disruptions with users reporting issues

Cloudflare acknowledged on Friday that its services were experiencing ‘issues’

TechRadar

X was down again – here's what happened in its latest outage

X has gone down twice today, with the outages affecting thousands of users. Here's everything we know about its latest issues.

Tom’s Guide

X was down — here's what happened during the massive outage

X.com was experiencing a huge global outage. Here's what happened.

MarketBeat

Cloudflare: Another AI-Disrupted Stock You Might Want to Buy

Cloudflare is well-positioned to benefit from AI disruption as its business accelerates amid increased agentic traffic across the web.

Barchart

Stock Index Futures Muted With U.S. Retail Sales Data in Focus

March S&P 500 E-Mini futures (ESH26) are up +0.03%, and March Nasdaq 100 E-Mini futures (NQH26) are up +0.04% this morning, taking a breather after a recent rally as investors await a slew of U.S. economic data, with particular attention on the retail sales report, remarks from Federal Reserve officials,…

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