Cloudflare Surges 9% on OpenAI Security Partnership, Zscaler Rises 3%

Cloudflare Surges 9% on OpenAI Security Partnership, Zscaler Rises 3%

A security partnership with OpenAI sent Cloudflare shares surging while cybersecurity giants CrowdStrike and Palo Alto sat out the rally entirely, raising a pointed question about which AI security narrative investors actually believe.

Cloudflare Stock Jumps 10.5%—The OpenAI Product Faces a 41× Sales Test

Cloudflare’s 10.5% one-day rally has a defensible strategic story and a demanding valuation problem. Its new OpenAI-powered security service fits the company’s network unusually well, but it is still invitation-only, with no disclosed price or revenue contribution. At roughly 41 times management’s 2026 revenue target, NET shareholders now need evidence of paid adoption—not merely another…

Cloudflare (NET) Stock Jumps 10% as OpenAI Deal Turns Heads on Wall Street

TLDR Cloudflare stock surged over 10% to around $313 after launching a new AI security service built with OpenAI models The service, called Vulnerability Discovery and Remediation, uses OpenAI’s GPT-5.6 Cyber model to find and patch software vulnerabilities automatically The National Vulnerability...

Cloudflare rallies 10% on AI security tools

The shares of Cloudflare Inc. popped 10% on Wednesday following the rollout of the latest artificial intelligence (AI) security tools.A few days ago, the company announced a partnership with OpenAI Da...