What Sent Cloudflare Stock Higher?

Cloudflare (NET) stock heavily outpaced the broader market this year, returning 87.6% in the nine months to October 7, 2026, while the S&P 500 returned 13.0%. That momentum coincided with a series of announcements and a second-quarter report on August 6 that firmly linked the company to the rise of AI agents. So what did Cloudflare tell investors.