Cloudflare is down 18% in the past week and 3% today💥 The outage is showing up in the stock price🔸More than 100M users felt the impact. Sites across the internet went dark Even ChatGPT struggledMoments like this remind us how much of the internet relies on single company https://t.co/qecJYWJdRP ...

Company Overview - Cloudflare is a publicly traded company on the New York Stock Exchange (NYSE: NET), with ownership distributed among public shareholders, institutional investors, and company insiders [1] - The company was co-founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway, with Prince serving as CEO and Zatlyn as President and COO [2] Company History - Cloudflare's origins date back to 2004 with Project Honey Pot, aimed at combating email spam by tracking how spammers harvested email addresses [3] - In 2009, Michelle Zatlyn recognized the potential to evolve Project Honey Pot into a comprehensive security service, leading to the development of a business plan that won the Harvard Business School Business Plan competition [4][12] - The name "Cloudflare" was suggested to describe the concept of a "firewall in the cloud," and the company secured Series A financing later that year [4][12] Product Offerings - Cloudflare operates as a critical infrastructure provider, offering services that enhance security, performance, and reliability for websites [6][12] - Key offerings include a Content Delivery Network (CDN) that caches website content to improve load times, DDoS mitigation services to protect against traffic overloads, and various security tools like DNS services and firewalls [6][7][12] Recent Events - A recent multi-platform outage affected major services such as X (formerly Twitter), ChatGPT, Shopify, and Canva, linked to a system-wide issue at Cloudflare [9][11] - The outage began around 6:00 AM ET, with users encountering generic security messages indicating a malfunction in Cloudflare's systems, leading to widespread 500 errors [10][11] - Cloudflare acknowledged the issue and reported that services were beginning to recover, although users might still experience higher-than-normal error rates during remediation efforts [11]

We recently published 8 Stocks Jim Cramer Discussed & Mentioned An Important Quantum Computing Development. Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks Jim Cramer discussed. Jim Cramer has turned increasingly bullish on Google’s parent Alphabet Inc. (NASDAQ:GOOGL). Over the course of several appearances, he has discussed the firm’s cloud business, the dominance of its YouTube platform, and its quantum computing business. Along with IBM, Cramer believes that Alphabet Inc. (NASDAQ:GOOGL) is a great st ...

Core Insights - The RiverPark Large Growth Fund reported strong performance in Q3 2025, with the S&P 500 Total Return Index rising 8.12% and the Russell 1000 Growth Index returning 10.51% [1] - The fund itself returned 4.73% during the same period, with market leadership concentrated among a few mega-cap tech and consumer companies driven by AI innovation [1] Company Performance - Alphabet Inc. (NASDAQ:GOOG) was highlighted as the top contributor to the fund's performance, benefiting from strong momentum in its Search and YouTube franchises, as well as renewed investor interest in its AI initiatives [3] - Alphabet Inc. achieved nearly $100 billion in revenue for the quarter, with double-digit growth in both advertising and cloud services [3] - The stock saw a one-month return of 13.63% and a 52-week gain of 59.04%, closing at $285.60 per share with a market capitalization of $3.448 trillion on November 17, 2025 [2] Market Trends - The sectors leading performance included Information Technology, Consumer Discretionary, and Communication Services, while Energy and Utilities lagged behind [1] - Alphabet Inc. ranked 7th among the 30 Most Popular Stocks Among Hedge Funds, with 178 hedge fund portfolios holding its stock at the end of Q2 2025, up from 164 in the previous quarter [4] - The easing of regulatory concerns and a favorable rotation into high-quality, cash-generative technology platforms contributed to the stock's performance [3]

As services like X and ChatGPT experience disruptions, attention turns to Cloudflare, the $70 billion company that helps route network traffic behind the scenes. ...

Core Insights - Baron Durable Advantage Fund reported a 5.6% appreciation in Q3 2025, underperforming the S&P 500 Index which increased by 8.1% during the same period [1] - Year-to-date, the fund is up 13.6%, while the S&P 500 Index has gained 14.8% [1] - The U.S. large-cap equity market continues to show strong gains, with a rally that began in early 2023 still persisting [1] Company Highlights: Alphabet Inc. (NASDAQ:GOOG) - Alphabet Inc. experienced a one-month return of 13.63% and a 52-week gain of 59.04%, closing at $285.60 per share with a market capitalization of $3.448 trillion on November 17, 2025 [2] - The company's shares rose 37.4% in Q3 2025, driven by strong performance in its core businesses, Google Cloud, and Other Bets [3] - Google Search and YouTube achieved double-digit revenue growth year-over-year, despite competition from AI platforms like ChatGPT [3] - Google Search paid clicks increased compared to the previous year, and the AI assistant Gemini reached the top spot on Apple's App Store [3] - Cloud revenue growth accelerated by 32% year-over-year, fueled by demand for AI cloud services [3] - The resolution of the Department of Justice's antitrust case regarding Google Search was more favorable than anticipated, positively impacting the stock [3] - Alphabet is positioned to leverage its extensive AI talent and ecosystem, with a full-stack advantage in scaling AI products like the Gemini models [3] - The company's vast user base across multiple products creates a powerful flywheel effect, lowering customer acquisition costs and enhancing developer attraction [3] - Alphabet is uniquely positioned to lead in AI-powered commerce, utilizing platforms like YouTube for real-time object recognition and personalized advertising [3]

A global outage across Cloudflare's internet services led to a number of crypto front ends facing downtime on Tuesday. Toncoin is suffering a "major outage" alongside Abritrum block explorer Arbiscan, with several other sites including social media platform X and data platform DefiLlama flashing intermittent "internal server errors." "Cloudflare is aware of, and investigating an issue which impacts multiple customers: Widespread 500 errors, Cloudflare Dashboard and API also failing," the company wrote at ...

Core Insights - The head of Alphabet, Sundar Pichai, warned that the potential bursting of the AI bubble could impact all companies, including Google [1][2] - Concerns regarding the sustainability of AI investments have led to a selloff in global stock markets [2] - Pichai highlighted the immense energy requirements of AI, which accounted for 1.5% of global electricity consumption last year [3] Group 1: AI Bubble Concerns - Pichai acknowledged "irrationality" in the current AI investment boom, which has contributed to a tech rally [1][2] - He stated that no company, including Google, would be immune to the consequences of the AI bubble bursting [2] Group 2: Energy and Climate Impact - AI's global computing footprint could reach 200 gigawatts by 2030, equivalent to Brazil's annual electric consumption, with half of that in the United States [3] - Pichai noted that the energy needs of Alphabet's AI operations would delay the company's climate goals, although it still aims for carbon neutrality by 2030 [4] Group 3: Societal and Employment Changes - Pichai warned that AI could cause "societal disruptions" and potentially replace roles, including CEOs, necessitating adaptation from the workforce [5] - He emphasized that individuals who learn to utilize AI tools will perform better in their professions, regardless of the field [6] Group 4: Company Performance and Strategy - Alphabet reported its first $100 billion quarterly revenue in October, attributed to its ability to leverage the AI boom [6] - The company has increased spending to meet the demand for AI infrastructure and is rolling out AI features globally in Google Search and its Gemini AI models [7]

格隆汇11月18日｜Cloudflare盘前跳水跌超4%。消息面上，部分网络服务似乎因Cloudflare出现技术故障 而中断运行。包括社交平台X(原Twitter)在内的多个网站用户均收到错误提示，明确指出因Cloudflare服 务异常，页面无法正常加载。Cloudflare是一家提供关键互联网基础设施服务的公司，其所支持的核心 技术广泛支撑着当今各类在线服务体验，例如：保护网站免受网络攻击、在高流量压力下保障网站稳定 可用等。 ...

Core Insights - Google is experiencing significant growth, having posted standout earnings and successfully navigating the recent AI pullback, leading to increased stock demand [1] - The company's stock reached new highs following Berkshire Hathaway's $4.9 billion investment, indicating strong investor confidence [2][4] - Analysts believe that Berkshire's endorsement validates Google's strong fundamentals and positions it as a leading player in the AI sector through its Google Cloud and Gemini expansion [5] Investment Sentiment - The investment from Berkshire Hathaway is particularly noteworthy as it reflects confidence from a traditionally conservative investor in the tech space, amidst a competitive AI landscape [4] - The current market sentiment is characterized by a "mini-panic moment," with investors reassessing valuations and the potential for an AI bubble, yet strong earnings provide a stabilizing factor [6] Performance Metrics - Google's stock has increased over 50% this year, making it the best-performing stock among the "Magnificent Seven" tech companies [8] - The company's modest valuation, combined with healthy revenue growth and cash flow potential from its core advertising business, makes it an attractive investment option [7][8]