CloudFlare

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Cloudflare Adds Cursor Cloud Agents Support to Secure, Customer-Controlled Sandboxes - $CloudFlare(NET.US) $SpaceX(SPCX.US)

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗖𝗹𝗼𝘂𝗱𝗳𝗹𝗮𝗿𝗲 now supports running 𝗖𝘂𝗿𝘀𝗼𝗿 𝗖𝗹𝗼𝘂𝗱 𝗔𝗴𝗲𝗻𝘁𝘀 on Cloudflare Sandboxes.

➤ Developers can run AI coding agents in 𝘀𝗲𝗰𝘂𝗿𝗲, customer-controlled environments.

➤ 𝗖𝘂𝗿𝘀𝗼𝗿 continues handling inference, planning, orchestration, and agent management.

➤ Agent tool calls execute inside customer-controlled 𝗖𝗹𝗼𝘂𝗱𝗳𝗹𝗮𝗿𝗲 𝗦𝗮𝗻𝗱𝗯𝗼𝘅𝗲𝘀.

➤ Repositories, build caches, and secrets remain on 𝗰𝘂𝘀𝘁𝗼𝗺𝗲𝗿 𝗺𝗮𝗰𝗵𝗶𝗻𝗲𝘀.

➤ Self-hosted workers use outbound 𝗛𝗧𝗧𝗣𝗦, avoiding inbound Cursor connections.

➤ Enterprise teams can create 𝘄𝗼𝗿𝗸𝗲𝗿 𝗽𝗼𝗼𝗹𝘀 across different execution environments.

➤ Integration expands Cloudflare's support for leading 𝗮𝗴𝗲𝗻𝘁𝗶𝗰 𝗔𝗜 platforms.

➤ Cloudflare aims to become an 𝗲𝘅𝗲𝗰𝘂𝘁𝗶𝗼𝗻 𝗹𝗮𝘆𝗲𝗿 for agentic applications.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Gives enterprises greater 𝗰𝗼𝗻𝘁𝗿𝗼𝗹 over where AI agents execute tasks.

➤ Addresses security concerns surrounding 𝗰𝗼𝗱𝗲, secrets, and AI agent access.

➤ Expands Cloudflare's opportunity in rapidly growing 𝗮𝗴𝗲𝗻𝘁𝗶𝗰 𝗔𝗜 infrastructure.

➤ Lets developers retain familiar Cursor workflows while controlling execution infrastructure.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗗𝗮𝗻𝗲 𝗞𝗻𝗲𝗰𝗵𝘁, Chief Technology Officer at Cloudflare:

“Developers want powerful AI tools that fit naturally into their workflows, and enterprises need those tools to run in environments they control,” said Dane Knecht, Chief Technology Officer at Cloudflare. “Cloudflare Sandboxes gives teams the freedom to use the AI tools they prefer while giving organizations a secure, isolated place to run agent work. Bringing Cursor Cloud Agents to Cloudflare Sandboxes is another step toward making Cloudflare the execution layer for the next generation of agentic applications.”

𝗧𝗼𝗻𝗶 𝗔𝗱𝗮𝗺𝘀, Sr Director of Partnerships at SpaceXAI:

"SpaceXAI’s goal is to make agents useful wherever developers work,” said Toni Adams, Sr Director of Partnerships at SpaceXAI. “Self-Hosted Machines let teams keep Cursor workflows across desktop, web, and mobile while routing work to infrastructure they operate. Cloudflare Sandboxes give those teams an enterprise-grade option for running agent workloads in a controlled environment.”

Decent day today but a lot of AI names gave up their gains when the $Workday(WDAY.US) news broke out possibly leading to L/S funds having to cover software shorts vs their semi longs.

Top gainers: $Sandisk(SNDK.US) $SPY $QQQ $Archer Aviation(ACHR.US) $Red Violet(RDVT.US) $CloudFlare(NET.US) $Backblaze(BLZE.US) $First Advantage(FA.US)

$CloudFlare(NET.US) was wonderful! They raised the year and got paid.

$Atlassian(TEAM.US) proved cloud still works when the numbers are real.

People spent half of 2026 arguing AI kills software. The market just answered with something simpler. Show the growth or get sold.

I am long the names that print. I am done buying the category because it has “software” in the description. $ServiceNow(NOW.US) is my high conviction, followed by $Microsoft(MSFT.US), $Intuit(INTU.US) and some other names.

• Software stocks are struggling amid mixed earnings and challenges in the AI sector.

• Some companies like Atlassian and Cloudflare reported strong earnings, while others like HubSpot did not. $Atlassian(TEAM.US) $CloudFlare(NET.US)

• The Fed may consider a rate cut, influenced by job growth and inflation concerns.

• The Clarity Act, a key crypto bill, faces uncertainty and may not be voted on soon. $Coinbase(COIN.US) $Circle(CRCL.US)

• Sweetgreen's sales outlook worsened due to a lettuce-related illness, despite previous signs of recovery. $Sweetgreen(SG.US)

$CloudFlare(NET.US) | TD Cowen 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗕𝘂𝘆 on 𝗖𝗹𝗼𝘂𝗱𝗳𝗹𝗮𝗿𝗲 𝗜𝗻𝗰., raises PT to $𝟯𝟱𝟱 from $𝟯𝟬𝟬

Analyst sees strong growth, record large-customer additions, and Cloudflare playing a lead role as AI unfolds.