Jan 27, 2026

Cloudflare (NET) Stock: Why AI Agents Are Driving This Rally

TLDR Cloudflare shares climbed over 10% Monday to $193.68 after weekend buzz around Clawdbot, an AI agent built on Anthropic’s Claude The company’s edge network infrastructure supports Clawdbot through Cloudflare Tunnels and AI Gateway services CEO Matthew Prince says 80% of leading AI companies already use Cloudflare’s services The consumption-based Workers platform could see revenue [...]

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