U.S. Natural Gas Prices Surge Over 30% Amid Winter Storm

Wolfe Research analyst Joshua Tilton reiterated a Peer Perform rating on Cloudflare following the launch of viral AI assistant Clawdbot over the weekend, which "flowed through" to Cloudflare shares rising over 10%. Clawdbot is an open-source AI agent built on Anthropic's Claude, serving essentially as an AI employee that runs locally on a user's device and executes tasks autonomously, the analyst tells investors in a research note. The firm noted that the connection to Cloudflare is that as these agents scale, they require secure, low-latency infrastructure, and Cloudflare's global edge network is well-suited to support that.

Truist lowered the firm's price target on Cloudflare to $225 from $275 and keeps a Buy rating on the shares as part of a broader research note previewing Q4 for Cybersecurity names. Companies in the firm's coverage should report a strong calendar Q4 and take a conservative posture for guidance, so that model setups could drive a continued beat-and-raise cadence for 2026, the analyst tells investors in a research note. Conversations with IT budget holders and software sellers indicate demand and the macro environment remains unchanged, with continued momentum in Security & AI initiatives, the firm added. Truist notes however that software equities have entered 2026 under pronounced pressure as investors rotate toward AI hardware, also pointing to concerns about AI-driven competitive disruption, slow monetization of AI features, higher-for-longer interest rates, and acute geopolitical shocks converge across the sector driving the IGV - iShares Expanded Tech-Software Sector ETF - down about 7% just in the first couple of weeks of trading.