Cloudflare Stock Surges After Earnings Beat. Why It’s Set to Win From a ‘Dead Internet.’

Core Viewpoint - Cloudflare's stock surged following earnings that exceeded expectations, indicating its potential to thrive in a future dominated by artificial intelligence, often referred to as the "Dead Internet" theory [1]. Company Summary - Cloudflare services are utilized by approximately 20% of websites, positioning the company as a significant player in the web infrastructure market [1]. - The "Dead Internet" theory suggests that the internet may soon be largely controlled by artificial intelligence, which could benefit Cloudflare as it adapts to this evolving landscape [1].