NET Is Up 16%. The Traffic Number Is the Real Story.
AI agent requests on Cloudflare’s network grew 1,700% year-over-year. The monetization rails are just going live.
August 7, 2026
SpaceX Is No Longer a Rocket Company. The Market Hasn’t Decided What It Is.
Rockets are 12% of revenue. The $18.4B AI capex bill is why the stock fell anyway.