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 Database had already logged over 60,000 vulnerabilities by early September 2026, more than all of last year
- Cloudflare President Michelle Zatlyn sold roughly $27.7 million in stock between September 3-8 under a pre-arranged trading plan
- Institutional buying from firms like HighTower Advisors and Virginia Retirement Systems also added to the rally
Cloudflare stock jumped more than 10% on September 9, 2026, trading as high as $309.00 intraday before pushing toward $313. The move came after the company launched a new AI-powered security service built in partnership with OpenAI.
The service is called Vulnerability Discovery and Remediation. It is available in early access through Cloudflare Managed Defense and runs on OpenAI’s Daybreak models, including GPT-5.6 Cyber.
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