Canadian Net Real Estate Investment Trust (NET.UN:CA) Q1 2026 Earnings Call Transcript

The company has less need for middle managers, operations jobs and other ‘measuring' positions.

CSCO, CRM, PLTR, NET and DDOG are riding AI and big data demand as Wall Street's rally boosts interest in analytics and cloud platforms.

Key Takeaways: Anthropic's Project Glasswing, an industry-wide initiative built around the restricted-access Claude Mythos Preview model, is bringing frontier AI into vulnerability discovery at scale, with 12 launch partners and more than 40 additional organizations participating.

Fastly's Other revenues soar 67% to $8M in 2026 as edge Compute gains from rising AI workloads and LLM-ready features.

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced it is collaborating with Anthropic to launch Cloudflare Environments for Claude Managed Agents. This integration allows organizations to run core agent loops on the Claude platform while using Cloudflare's global network and Workers developer platform to execute code, secure private connections, and provide agents with specialized tools. By giving developers a secure and massive.

Anthropic announced Monday it has acquired Stainless, a startup founded by former Stripe engineer Alex Rattray whose software is widely used by rival AI labs, including OpenAI and Google.

AI-powered Internet software laggards like PLTR, CRM, TEAM, NET and HUBS offer strong short-term upside as SaaS demand and AI adoption accelerate.

Cloudflare isn't a cheap, smooth ride, but it's quietly evolving into a full-stack artificial intelligence (AI)-era infrastructure platform that the market still hasn't properly priced in.

The average of price targets set by Wall Street analysts indicates a potential upside of 27.7% in Cloudflare (NET). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.