On September 21, Cloudflare, Inc. rose 3.36% in regular trading, trading at $334.915 per share, with turnover of approximately $103 million.

The rally comes amid a confluence of company-specific catalysts and broader sector momentum. Cloudflare recently unveiled its open-source @cloudflare/computer package, a new compute runtime purpose-built for AI agents combining isolates with containers to address massive concurrency demands. The company also launched Moltworker, enabling self-hosted AI agents to run at the edge on the Cloudflare developer platform. Additionally, its newly introduced \"Disallow AI Training\" feature — already endorsed by Apple, Google, and Microsoft — has reinforced the company's leadership in AI traffic governance.

At the industry level, JPMorgan highlighted AI as a catalyst transforming cybersecurity into a mandatory investment, projecting incremental AI-driven security spending could exceed $430 billion over three years, with demand expected to accelerate into next year. Oppenheimer previously raised its price target on Cloudflare to $380, citing upside from agentic AI traffic growth and the company's edge computing advantages via V8 isolate technology.

Within the Internet Services & Infrastructure sector, CoreWeave rose 3.12%, Okta rose 3.08%, Snowflake gained 0.51%, while Shopify fell 1.09% and Applied Digital fell 0.51%.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)