Why Cloudflare (NET) Stock Just Had One of Its Best Days of the Year
TLDR
- Cloudflare stock jumped over 10% on September 9, driven by Meta’s launch of its Muse personalized AI agent
- Muse is expected to dramatically increase agentic web traffic, directly benefiting Cloudflare’s edge infrastructure
- Cloudflare also launched an AI-powered security service integrating OpenAI’s GPT-5.6 Cyber model on September 3
- Q2 revenue came in at $696.1 million, up 35.9% year-over-year, with an adjusted EPS beat of $0.29
- Management raised full-year revenue and EPS guidance following the strong quarterly results
Cloudflare (NET) stock surged more than 10% on September 9, closing at $314.18. The move came as investors bet the company would be a key beneficiary of Meta Platforms’ newly unveiled Muse personalized AI agent.
Meta CEO Mark Zuckerberg announced Muse on September 8. The agent is designed to securely execute everyday tasks for consumers, running inside an isolated Linux environment with its own browser, CPU, memory, and storage.
Meta’s platforms serve 3.6 billion daily active users. Even a small fraction of those users adopting Muse would push web traffic volumes considerably higher, and Cloudflare sits right in the middle of that flow.
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