What Are You Actually Buying In Cloudflare Stock?
Cloudflare (NET) stock has gained about 45% in three months while the S&P 500 returned 2.8%, and sits at the top of its 52-week range. That price is paying for more than the growth: a business Cloudflare has only started to build, charging AI agents for the requests they send.
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The summary here comes from the news provider; the rest of the article lives on the publisher's site: Yahoo