NET

Can Cloudflare (NET) Become the Gatekeeper of the AI Web?

On September 15, Cloudflare, Inc. (NYSE:NET) announced its new Accountable designation for AI crawling alongside the launch of “Disallow AI Training.” This tool allows website owners to block AI models from scraping their content for training purposes while remaining fully indexable in traditional search results. Addressing the dilemma where publishers were forced to choose between […]

Where Could Zscaler's Next Growth Come From?

Zscaler's best candidate for upside is a product line that its fiscal 2027 outlook does not call out. The stock has risen 46% over the past three months. It is still 43% below its 52-week high. The outlook matters now because it has revenue growth slowing. It calls for growth of 16.6% to 17.5%, from 25% in fiscal 2026. So which Zscaler (ZS) business could add growth beyond that outlook.

Manifest Joins Chainguard's Athena Coalition to Find Open-Source Risk Inside Software Products

WASHINGTON, September 28, 2026--Manifest Cyber, a leader in software and AI supply chain security, today announced it has joined Athena, the Chainguard-led industry coalition for the orchestrated defense of open-source software. Manifest joins JPMorganChase, Morgan Stanley, Cisco, Cloudflare, Akamai, and PwC in the coalition, where it will bring its software supply chain illumination capabilities to help members rapidly assess the blast radius of new vulnerabilities across their internal and thi

MongoDB shares sink 18% as CEO Desai leaves for Meta

Shares of MongoDB Inc (NASDAQ:MDB) fell more than 18% Monday morning after CEO Chirantan "CJ" Desai left to lead a new Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) business bringing its AI tools to corporate customers. MongoDB appointed Dev Ittycheria interim CEO. Desai will report...

Meta Enterprise Platform to bring Muse AI tools to businesses

Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) has launched Meta Enterprise Platform to turn its AI stack into products and services that companies can deploy for their businesses. The platform will initially bring businesses and developers tools including the Muse agent, Meta Business...

Can AI Security Demand Boost Cloudflare's Zero Trust & SASE Growth?

NET's AI-focused security strategy is creating new opportunities for Zero Trust and SASE growth as enterprises deploy AI agents.

1 Large-Cap Stock to Target This Week and 2 We Find Risky

Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task.

Investors Heavily Search Cloudflare, Inc. (NET): Here is What You Need to Know

Recently, Zacks.com users have been paying close attention to Cloudflare (NET). This makes it worthwhile to examine what the stock has in store.