Cloudflare's AI-Driven Rally

⚡Workflows & Strategies

Wednesday, January 28, 2026

Cloudflare's stock is surging due to investor interest in its AI capabilities and potential for AI-related workloads, according to RBC Capital.

1 tweets•0 engagements

@teambullish95Jones

$NET Cloudflare rallying on AI workload 'derivative call,' says RBC Capital. RBC Capital analyst Matthew Hedberg attributes the recent rally in shares of Cloudflare to investors making a "derivative call" around an increase in AI workloads, including Anthropic's Claude Code.

← PreviousCode Cloning and Tweaking Next →Claude Code Permissions Issue

Part of Claude Code Daily newsletter