Cloudflare(US:NET) Investorsยท2025-09-25 17:10Group 1: Cloudflare's New Initiatives - Cloudflare announced plans to introduce "NET Dollar," a U.S. dollar-backed stablecoin, in response to the rise of autonomous AI agents in e-commerce [1][3] - The company aims to modernize financial transactions through pay-per-use, fractional payments, and microtransactions, enhancing the value of original content [4] Group 2: Market Position and Performance - Cloudflare stock has seen a significant increase of 93% in 2025, although it slipped slightly to $216.68 recently [1][5] - The stock holds a Composite Rating of 96 out of a possible 99 and an Accumulation/Distribution Rating of B-plus, indicating strong institutional interest [7] Group 3: Industry Trends and Collaborations - The popularity of stablecoins is expected to rise, with Tether being the largest issuer, followed by Circle Internet Group, and more payment companies like PayPal entering the market [2] - Google has developed a new Agent Payments Protocol (AP2) in collaboration with 60 industry partners, targeting secure commerce for AI agents [4]