 Dear Reader, I hesitated to even send you this. After what I heard… After who told me… On January 7th… just outside Washington, D.C… I sat across from a man whose family has been tied to global power for decades. Oil deals. Intelligence circles. Government insiders. He leaned in and told me something that changed everything I thought I knew about the Iran war. What you’re seeing on the news? It’s not the real story. Not even close. The strikes… the chaos… the escalation… It’s all part of something much bigger. A global deal worth trillions. And the only reason I know this is because of him — an anonymous contact who risked everything to pass this information along. I verified it. Cross-checked it. Dug deeper. And what I uncovered is something every American investor needs to see immediately. Click here to see the full breakdown before it’s too late. It’s a coordinated move that could reshape the global economy for decades. But you need to see it for yourself. Go here now and uncover the real reason behind the Iran war. Regards, 
Addison Wiggin Founder, Grey Swan Investment Fraternity
Exclusive Article
Cloudflare’s Beat-and-Raise Quarter Puts Its AI Edge Story in FocusBy Thomas Hughes. First Published: 8/7/2026. 
Key Points
- Cloudflare delivered a strong Q2 beat, with revenue rising 36% year over year to $696.1 million.
- Cloudflare raised its full-year outlook as AI agents, automated traffic, and developer adoption strengthened the growth story.
- Cloudflare’s valuation has surged with the stock, giving investors less room for execution, cybersecurity or guidance missteps.
- Special Report: The world's #2 gold miner is running on fumes [it has to buy]
Cloudflare (NYSE: NET) is handling AI in a way the market increasingly favors, and investors are rewarding the stock. While heavily exposed to AI infrastructure and serving as a focal point for global internet traffic, it is not a hyperscaler. Instead, it is a well-positioned service provider with a critical advantage: its distributed network of datacenters, which are built and located differently from those of traditional cloud providers. While hyperscalers provide full-stack capabilities that underpin AI training and inference—alongside much of the internet’s functionality—Cloudflare focuses on edge architecture for routing, security and serverless execution. It operates in its own layer atop the hyperscale universe, enabling the lightning-fast speeds required for real-time AI development and applications.
Cloudflare is growing profitably. Although cash flow is temporarily impaired by investments, the company continues to expand without leaning heavily on debt or drawing down its cash pile. In fact, it is doing the opposite. That puts Cloudflare in a unique position and one that the market likes. Cloudflare’s Beat-and-Raise Quarter Resets ExpectationsCloudflare had a solid Q2, growing revenue by 35.9% year over year (YOY) to $696.1 million. Growth accelerated from previous periods, and revenue outperformed consensus estimates despite the high bar analysts had set. Strength was driven by new clients, large customers and developers, with total clients, large clients and developers all reaching record levels. Details emerging from the report include a 24% compound annual growth rate among large clients and expanding total addressable market projections. The company currently sees a path to a 60% larger market within two years, setting the stage for sustained, high-level growth for the foreseeable future. Margin is another area of strength. The company’s gross margin contracted but was largely offset by non-cash adjustments, operational improvements and non-operating income, leaving adjusted earnings in healthy condition. Adjusted operating income grew by 32%, trailing the top line by only 390 basis points, while net income increased by more than 43%. Adjusted earnings per share (EPS) rose 38% YOY, outperforming estimates by more than 700 basis points and prompting management to raise its guidance. Guidance is the catalyst for higher share prices. As strong as the Q2 results were, the guidance was even stronger, pointing to accelerating and sustained growth over time. The low end of the Q3 and full-year revenue ranges, as well as the EPS target, came in well above consensus. Given the momentum shown in Q2, including the rise of agentic traffic—which now accounts for more than 50% of Cloudflare’s traffic—guidance is likely to prove conservative. 
And the analyst response was overwhelmingly bullish. Analysts cited the largest revenue beat in 18 quarters and the largest dollar beat in the company’s history, alleviating fears of AI disruption for this enterprise software stock. As important as Cloudflare’s distributed network is to its outlook, the software stack is what makes it work. The opportunity today lies in Cloudflare’s ability to monetize agentic traffic, an area in which the company is already well established. The initial reaction included numerous price-target increases, with a new high target set near $400. While the consensus price target continues to lag the stock’s performance, the trend is supportive, with the high end suggesting more than 35% upside relative to the pre-release close. Given expectations for future results, analysts’ trends will likely remain bullish through year-end, underpinning the stock’s price action. Cloudflare Surges, and Risks Rise With ItThe stock price action is bullish. Cloudflare reached a fresh high over the summer and is gaining momentum in Q3. The Q2 results triggered a double-digit price surge, pushing the stock to record levels and well on its way toward analysts’ high-end target. The risk is that Cloudflare’s stock has risen too high, too quickly and may consolidate before advancing further. In this scenario, NET could pull back to $300 to close the price gap it formed before resuming its upward momentum. Cloudflare’s catalysts include a suite of tools for tracking and monetizing agentic AI traffic, as well as continued developer adoption. The company’s distribution network and serverless functionality enable the cost-effective deployment of routine AI agents. Cloudflare boasts more than 4.5 million active developers, and that number is growing each quarter. Cloudflare’s biggest risk is its importance to the internet. Handling an estimated 20% of global internet traffic, the company represents a single point of failure with wide-ranging implications. With cyber threats growing as quickly as agentic traffic—and Cloudflare among the most attractive targets—the threat is real. Valuation is another concern. Trading at more than 250 times the low end of its guidance, Cloudflare is priced for perfection and cannot afford a single misstep.
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