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Hyunsoo Rim

Cloudflare surges as developers use Cloudflare Tunnels to host instances of viral Clawdbot AI tool

Web infrastructure company Cloudflare rose nearly 10% in premarket trading Tuesday, building on a 9% gain on Monday, as social media buzz around the viral AI agent Clawdbot drew investor attention to Cloudflare’s role in the infrastructure behind emerging AI tools.

Clawdbot is an open-source AI assistant built on Anthropic’s Claude model, which has recently gained traction among developers for its ability to carry out tasks autonomously rather than just responding to prompts. After a weekend of online chatter around the tool, investors began linking that momentum to Cloudflare’s infrastructure — which is commonly used to deploy and secure AI tools and agents.

One feature getting particular attention is Cloudflare Tunnel, which allows developers to securely connect locally run tools (like AI agents) to the public internet without exposing their servers directly. According to Cloudflare’s website, its AI services are “already used by 80% of the top 50 generative AI companies.”

Cloudflare is expected to report earnings on February 10, which investors will be watching closely for signs that the AI-related buzz is showing up in actual traffic and revenue.

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Jon Keegan

Microsoft beats on revenue and earnings in Q3

Microsoft reported strong Q3 earnings after the bell Wednesday, posting ​​sales of $82.9 billion for the quarter, beating FactSet analyst estimates of $81.4 billion. Earnings per share were $4.27 handily beating estimates of $4.05. 

Azure (and other cloud revenue) was increased 40% on year.

Microsoft reported a $627 billion backlog of commercial bookings (known as RPO), growing 99%.

In the earnings release, Microsoft CEO Satya Nadella said:

“Our AI business surpassed an annual revenue run rate of $37 billion, up 123% year-over-year.”

Microsoft shares whipsawed in after-hours trading.

This is a developing story.

Max Knoblauch
6m
Carvana reports better-than-expected Q1 sales, gross profit per vehicle

Carvana reported its first-quarter earnings after markets closed on Wednesday.

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Luke Kawa
10m
Amazon reports strong Q1 results with mixed Q2 guidance

The e-commerce and cloud giant just released quarterly results.

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Tasha Matsumoto
12m
The S&P 500 finishes marginally lower while oil climbs amid war uncertainty

Stocks pared steeper losses as a somewhat hawkish shift within the central bank sent stocks to the lows of the day.

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Luke Kawa
2h
Federal Reserve keeps policy rates unchanged with a whopping four dissents

A somewhat eventful end to Jay Powell’s tumultuous tenure atop the Fed.

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