๐ Cloudflare $NET rips +17% on raised full-year guidance โ AI infrastructure keeps winning
Cloudflare surged 17% on Friday after beating Q2 expectations and raising its full-year guidance, a clear sign that AI infrastructure spending remains on fire. This is the flip side of today's ad-tech carnage โ companies with real AI exposure are cleaning up while others get slaughtered. $NET was already near record highs heading into earnings and bulls got exactly the validation they needed. Does Cloudflare have the best positioning in AI-era network security? Not financial advice.
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