Erik Isakson/DigitalVision via Getty Images Oracle Corporation ( ORCL ) just reported one of the strongest quarters of the entire AI buildout and the market responded by taking the stock apart. ORCL’s Q4 revenue came in at $19.18 billion which was an increase of 21% YoY as it beat the consensus estimates on the top and bottom lines. Oracle cloud infrastructure grew 93% YoY while the remaining performance obligations (RPO) climbed 363% to $638 billion and cash from operations for the 2026 fiscal year jumped 54% to $32 billion. None of it mattered as shares continued to decline as management outlined plans to raise around $40 billion in the 2027 fiscal year to continue their AI buildout. ORCL went on to post its worst week since the 2001 dot-com bust , falling 19% in five sessions and June closed out as its worst month since September of 1990 . Shares of ORCL are now trading for $140.85 and are down -39.03% over the past year and -27.35% on a YTD basis. What may be even crazier is that ORCL has fallen -59.326% from it’s 52-week highs of $345.72. I think the market is trading ORCL's balance sheet while ignoring its cash flow statement. The debt is real but what is also real is that the CapEx that ORCL has been pouring into AI data centers is converting into cash from operations. This is still a high-risk high-reward investment and over the past month the market repriced the risk without the fundamentals deteriorating. In my opinion that's the type of disconnect that creates alpha over a multi-year period and why I have been adding to my position in ORCL as I remain bullish on it’s long-term potential. Seeking Alpha Following Up On My Previous Oracle Article In my previous article on ORCL which can be read here , I made the case that the market was missing the relationship between CapEx allocation and cash from operations growth. The argument was simple as Microsoft Corporation ( MSFT ), Amazon.com , Inc. ( AMZN ), and Alphabet Inc. ( GOOG )( GOOGL ) all went through pe...

Erik Isakson/DigitalVision via Getty Images Oracle Corporation ( ORCL ) just reported one of the strongest quarters of the entire AI buildout and the market responded by taking the stock apart. ORCL’s Q4 revenue came in at $19.18 billion which was an increase of 21% YoY as it beat the consensus estimates on the top and bottom lines. Oracle cloud infrastructure grew 93% YoY while the remaining performance obligations (RPO) climbed 363% to $638 billion and cash from operations for the 2026 fiscal year jumped 54% to $32 billion. None of it mattered as shares continued to decline as management outlined plans to raise around $40 billion in the 2027 fiscal year to continue their AI buildout. ORCL went on to post its worst week since the 2001 dot-com bust , falling 19% in five sessions and June closed out as its worst month since September of 1990 . Shares of ORCL are now trading for $140.85 and are down -39.03% over the past year and -27.35% on a YTD basis. What may be even crazier is that ORCL has fallen -59.326% from it’s 52-week highs of $345.72. I think the market is trading ORCL's balance sheet while ignoring its cash flow statement. The debt is real but what is also real is that the CapEx that ORCL has been pouring into AI data centers is converting into cash from operations. This is still a high-risk high-reward investment and over the past month the market repriced the risk without the fundamentals deteriorating. In my opinion that's the type of disconnect that creates alpha over a multi-year period and why I have been adding to my position in ORCL as I remain bullish on it’s long-term potential. Seeking Alpha Following Up On My Previous Oracle Article In my previous article on ORCL which can be read here , I made the case that the market was missing the relationship between CapEx allocation and cash from operations growth. The argument was simple as Microsoft Corporation ( MSFT ), Amazon.com , Inc. ( AMZN ), and Alphabet Inc. ( GOOG )( GOOGL ) all went through pe...

Oracle: The Market Sees A Debt Crisis, I See A Cash Flow Inflection (NYSE:ORCL) Seeking Alpha

Shares of Alibaba Group Holding surged to a high of 13.8 per cent in Hong Kong on Wednesday as equity analysts expect revenue to reaccelerate in the June quarter, driven by growing demand for artificial intelligence and narrowing losses in food delivery. The gain, the strongest this year, came before the company closed up 12.2 per cent at HK$107.5 (US$13.71). Rivals Tencent Holdings and Meituan saw their shares grow 3.8 and 3.3 per cent, respectively, while the Hang Seng Tech Index increased by...

In the animated Soviet film The Golden Antelope, inspired by Indian folklore, a magical antelope tries to save a boy from a greedy raja by promising him as much gold as he wants. When she asks whether there can be too much, the raja laughs: “You can never give me too much gold.” But when the gold begins to bury him, he cries “enough” – and loses everything. Today’s financial system risks repeating the raja’s mistake. For too long, rising nominal wealth, asset prices and the fortunes of the ultra...

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

Here's How Much You'd Have If You Invested $1000 in Meta Platforms a Decade Ago Yahoo Finance Singapore

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.

andrii zakoliukin/iStock via Getty Images The Thread I Left Hanging A few days ago, I published an article where I shared the symbios thesis ( symbios being Greek for "living together"), where I added yet another piece to the puzzle that is making me more and more certain about the mutually beneficial relationship that we will all see between the hyperscalers building AI infrastructure and the software companies that rent it to monetize it. That article made me briefly touch on one point of the debate about how AI-era output is distributed between capital and labor. Now I want to pick that thread back up, because it is not simply a philosophical or ethical detour, but it is the hinge that connects three important data series (that are currently bullish signals) on the U.S. economy to what is happening to lower-income households. I have been continuously investigating productivity data to understand whether we can talk about an AI-productivity dividend, and some figures I shared in my previous works go in that direction. So, without further ado, let's look at the numbers I have been considering. The BLS Productivity And Costs Release On June 4, 2026, the BLS released the Q1 productivity and costs release . The number that appeared was the labor share of nonfarm business income, which fell to 53.7% in Q1 2026. This is the lowest reading since the series began back in 1947. Why is this important? Well, let's start with what labor share is. Imagine you own a hot dog stand, and you make $100 a day. To sell hot dogs, your business will need to buy sausages, the bun, toppings, and napkins or wrappers. This is more or less what you would consider the cost of goods sold. Let's say that after accounting for these, your stand ends up with $70, which represents the value the hot dog stand created. This money ends up divided, as part of it goes to the workers. If 53.7% is the labor share, it means that wages will receive $37.59 in total. What's left will be used to pay rent, int...

Tim Robberts/DigitalVision via Getty Images AppLovin ( APP ) is one of the most exceptional stories the market has seen in recent years. Since I downgraded the stock from a "Strong Buy" to a "Buy" in April of this year, the share price has risen 12.2%. That's almost double the 5.4% increase that the S&P 500 saw over the same window of time. But that's nothing. In the entire time that I have been bullish about the company from May of 2022 through the present day, the share price has achieved an upside of 1,260.1%. That absolutely crushes the 89.3% rise that the S&P 500 experienced. To be honest with you, the stock is most certainly getting closer to another downgrade. After all, shares can only rise so much before they hit fair value or a point of being overvalued. However, I'm not ready to pull that trigger just yet. This is because management has achieved really remarkable growth over the last couple of years. And that growth continues into 2026. Because of this, I believe that maintaining it as a soft "Buy" is the right move. But if we see further upside of another 20% or so, a downgrade will be almost unavoidable. Great growth has its limits As much as I would love to dig deeper into financial performance over the last few years, I think it would be unwise to emphasize those results considering that I dug in deep to those data points in my last article about the business. Instead, I think that focusing on more recent figures is appropriate. And the only new data that investors have access to right now covers the first quarter of the 2026 fiscal year . By all accounts, this was a fantastic time for shareholders. Revenue during that time amounted to $1.84 billion. That represented an increase of 59% compared to the $1.16 billion generated a year earlier. Author - SEC EDGAR Data This surge in revenue was driven, according to management, mostly by improvements to Axon Ads Manager, which resulted in net revenue per installation surging 93%. This does not mean everythi...

MarioGuti/iStock Unreleased via Getty Images Investment Thesis I reiterate my hold rating on Banco Santander (Brasil) ( BSBR ) stocks. This is the sixth article in my coverage initiated two years ago. The company faces strong challenges caused by the Brazilian macroeconomic situation and sectoral challenges, and I'll analyze both impacts on Santander Brasil's investment thesis. Corporate Profile and Relevance in the Brazilian Banking Sector Santander Brasil is one of the private incumbent banks in Brazil, competing with Bradesco ( BBD ) and Itaú ( ITUB ). Another relevant peer is the state-owned Banco do Brasil ( BDORY ). Although these banks compete with each other, they focus on certain customer profiles: Banco do Brasil focuses on public servants and agribusiness; Bradesco focuses on classes with lower disposable income; Itaú focuses on the high-income customer profile; Santander Brasil focuses on companies and SMB credit; 15 years ago these four banks were dominating the Brazilian banking sector, but technology and new peers such as Nu ( NU ) and Inter & Co ( INTR ) have increased competition recently, not to mention the Brazilian macroeconomic challenges. My Latest Recommendations I'm covering all the private incumbent banks here on SA. I have a buy rating on Itaú and Bradesco and a hold rating on Santander Brasil. Ratings on ITUB, BBD and BSBR (The Author) In the last twelve months, ITUB rose 24.8%, BBD rose 12.9% and BSBR fell 0.5%, so I consider all my last recommendations assertive. BSBR vs BBD vs ITUB (1Y) (SA) Comparative Financial Analysis One of the most important indicators for banks is the return on equity. In this sense, Itaú shows a higher Return on Equity, which is not the case for Santander Brasil. Profitability (SA) The earnings revisions are also an interesting catalyst for the stocks. According to SA, BBD and ITUB show two up revisions each, while BSBR shows two down revisions. Another signal that the latest results of ITUB and Bradesco were be...

Stanislav Gvozd/iStock via Getty Images The crisis avoided? Maybe not Here are the facts. The US and Iran attacked Iran on February 28th, and in response Iran closed the Strait of Hormuz, and it was closed for over three months. In addition, the war escalated to the full regional conflict where regional energy infrastructure was damaged. Given that 20% of global oil supply flows through Hormuz, in addition to 20–25% of global LNG, this was the biggest energy supply shock ever. In this situation, oil was supposed to spike to over $200/barrel. Yet, the price of oil remained well contained during this period between $100-120/barrel. So, what happened? First, the release from global strategic oil reserves made up for some of the supply lost. Second, China decreased oil imports. Countries like the US and Russia increased oil production. Some oil was found the alternative way out of the Middle East via pipelines. Some oil likely transited the Hormuz secretly. But most importantly, traders believed the narrative that this war would be short-lived and that once Hormuz reopened, the oil supply would quickly reach the pre-war levels, and the price of oil would collapse. However, the global inventory levels were quickly approaching the stress levels and were potentially weeks away from reaching the critical operating levels, estimated by July. Thus, at the last moment in early June, the US and Iran signed the Memorandum of Understanding or the MOU for a ceasefire and a 60-day negotiations period to make a nuclear deal - but most importantly, the Strait of Hormuz would be fully reopened during the period. However, it appears that the MOU was not understood equally by each side. Iran understood that it would "control" the traffic through Hormuz and continue to charge "tolls" after the 60-day negotiation period expires. The US understood that the traffic would be completely free and without any fees imposed. The US solution for this agreement appears to be that Iran continues to ...

MIAMI, July 08, 2026--Amazon (NASDAQ: AMZN) today announced it will support a seven-flight humanitarian air delivery operation into Caracas, Venezuela, in response to the devastating twin earthquakes that struck northern Venezuela on June 24, leaving more than 650,000 people in need of aid.

Most coverage of Eli Lilly (NYSE: LLY) focuses on one number: how much weight its drugs help people take off. The question that matters more for the rest of 2026 is a different one. How many people can now access those drugs in the first place? That shift, from a science story to a drug access story , is the reason I think the stock has room to climb before the year is out. In April, the FDA approved Foundayo (orforglipron), the first GLP-1 pill for weight management that a person can take at any time of day with no food or water restrictions. That last detail carries more weight than it seems. Injectable treatments need refrigeration, needles, and a comfort with self-injection that keeps a lot of would-be patients on the sidelines. A daily pill strips away those barriers. Eli Lilly started shipping Foundayo through its own LillyDirect platform within days of approval, with self-pay pricing that starts near $149 a month for the lowest dose. For newer investors, here is why the format is such a big deal. An oral drug is cheaper to make and far simpler to ship at scale than an injection. That means Eli Lilly can serve markets where cold-chain logistics have made injectable versions hard to distribute, including large parts of the world that the current obesity drug boom has barely reached. Continue reading

今天某硬件品牌A的PR X微信我，反馈雷科技一篇稿子的数据引用存在严重问题。 这篇稿子是资深编辑J写的。他在做外设行业解读时，看到不少媒体都引用了一份IDC报告，说某品牌B成了全球市占第一，于是顺手将这一点写进了稿件。内容推送后，很快就被品牌A的人看到，他们觉得很奇怪，因为友商在行业市占如何，大家都清楚。事实上品牌A才是真正的行业第一，怕我不信，X还丢给我一份沙利文官方出具的认证报告。 而且IDC没有发布过这组数据，他们追查后才发现IDC也是受害者，越来越多的媒体和网站都在传播这份从未发布过的报告，IDC团队正忙着四处投诉撤稿。 原来啊，品牌B前段时间搞了一个GEO的大项目，给AI投喂海量软文。但现在GEO很卷，对于一般软文以及权重低的渠道/账号的内容，AI根本不采纳。为了让AI信服，品牌B决定在软文里“上强度”，其中一个骚操作就是塞入权威机构的数据——用AI捏造的。然后AI被内容中的“权威数据”给忽悠了，某一天当某个媒体编辑用AI搜索外设份额数据时，假的信息就涌入权威渠道。 这是我第一次感觉到自己中了AI的毒，而是是中了“权威报告”的毒。 去内部确认了一下，编辑J的信源不是AI搜索，我一直要求编辑写稿时尽量不要使用AI搜索以避免幻觉，任何数据信息必须找权威信源验证。编辑J看到很多IT科技网站和媒体都在报道这事儿后，确实去IDC官网搜索验证过。但外设行业比较冷门，可供参考的权威报告不多，IDG官网有一份外设行业的完整报告，但需付费，他舍不得花钱买，于是就默认友媒核实过并撰写了稿件，结果就翻车了。其他媒体大概率是一样的判断，所以对于AI投毒的结果，只要有一家相对权威的媒体信了，就很可能出现“三人成虎”的结果。 在整个传播链条里，没有任何一个环节在制造假消息，每个人都只是引用上一层的信息，结果却共同制造了一条越来越像真的“事实”：外设品牌B成了全球第一。 很多人把这类事情理解成AI幻觉，其实并不准确，幻觉意味着AI凭空捏造，不小心犯错。现在是有人主动给AI喂假消息，而且AI投毒已从被央视曝光的“骗用户”，升级到“骗媒体”了。AI投毒的内容也从夸大宣传等等信息，升级到了虚假权威报告、虚假数据。 为什么外设品牌B要在GEO内容中塞入IDC假报告呢？因为LLM天然相信IDC、Gartner、Counterpoint、Canalys、QuestMobile、艾瑞、CNNIC、统...

巴黎上诉法院周三裁定，法国亿万富翁文森特·博洛雷及其控股公司博洛雷集团并未对维旺迪行使控制权。这一判决推翻了此前关于博洛雷须对维旺迪发起强制收购的预期，导致维旺迪股价当日大跌逾10%。 此次裁决意味着博洛雷集团被强制提出收购要约的可能性暂时消除。此前另一上诉法院曾做出相反判决，若该判决成立，博洛雷将被迫发起收购。分析师估计，若触发强制收购，相关成本将高达60亿至90亿欧元。 法院在判决中认定，控制权的判断应基于实际行使的投票权，而非个人影响力。由于维旺迪其余股份高度分散，博洛雷集团持有的29.9%股权虽接近但未达到法国法律规定的30%强制收购触发门槛，因此不构成有效控制。 该纠纷源于维旺迪2024年的分拆重组。当时维旺迪拆分为四家独立上市公司，少数股东基金CIAM主张此次重组强化了博洛雷家族对集团的掌控，损害了少数股东利益。CIAM随即宣布将向最高法院提起上诉。 此前法国金融市场管理局曾于2025年7月裁定博洛雷须在六个月内发起收购要约，但随着巴黎上诉法院此次做出不同判决，该要求已被推翻。分析人士指出，强制收购预期的消失直接导致了维旺迪股价的快速回落。 责任编辑：张俊 SF065

铂科新材公告，公司已于2026年7月8日向香港联合交易所有限公司递交了发行境外上市外资股（H股）并在香港联交所主板挂牌上市的申请，并于同日在香港联交所网站刊登了本次发行并上市的申请资料。

周三早些时候，美国总统特朗普表示，在美国与伊朗一夜之间接连发动多轮打击后，美伊之间旨在暂停冲突的临时协议已经失效。 特朗普正在土耳其安卡拉出席北约峰会，他对记者称：“在我看来，这份协议已经作废。我不想再和伊朗方面打交道，他们卑劣不堪。” 他接着说道：“我会和我方谈判人员沟通。谈判团队愿意继续磋商，这些人都很尽职。但伊朗方面必须主动来找我。就我个人而言，同伊朗交涉纯粹是白费功夫。” 此前美国中央司令部于周二发布消息，因伊朗袭击了至少三艘途经霍尔木兹海峡的民用商船，美军对伊朗境内多处目标实施了高强度打击。 在伊朗发起首轮袭击后，特朗普政府还撤销了一项制裁豁免，该豁免原本允许伊朗对外出售石油与石化产品。 美军于周二实施报复打击后，伊朗首席谈判代表、议会议长穆罕默德·巴格尔·加利巴夫指责美方违反临时协议。 加利巴夫在社交平台X上发文称：“霸凌与敲诈勒索的时代已经落幕，这条路走不通，伊朗绝不会屈服。” 周三凌晨，伊朗对位于巴林与科威特境内的美军军事据点发起袭击。 阿联酋资深外交官安瓦尔·加尔加什表示，伊朗向海湾国家发起攻击，充分说明德黑兰方面无意遵守缓和局势的相关约定、不愿翻过战事这一页。 身处土耳其的特朗普被问及此番表态是否意味着美伊不会重启谈判，他回应称自己对此毫不在意。 总统表示：“伊朗可以继续谈判，但我认为只是徒劳，这帮人满口谎言。” 特朗普重申，不愿再耗费时间与伊朗领导层周旋，但表示如果美方谈判团队愿意，可继续同对方接洽。 他补充道：“但我并不看好谈判能有结果。” 责任编辑：陈钰嘉

沙特阿拉伯国家航运公司巴赫里8日发表声明说，沙特一艘超大型原油运输船7日在驶离霍尔木兹海峡途中发生事故。(新华社)

Can Investing in Micron Stock Make You a Millionaire? The Globe and Mail

美国总统特朗普在北约峰会期间宣称美伊谅解备忘录“已终结”，这一表态重新点燃了市场对中东局势升级的担忧，推动诺斯罗普·格鲁曼、洛克希德·马丁等国防承包商股价周三集体走高。 特朗普在土耳其安卡拉表示，他认为与伊朗的停火已经结束，不愿意再与德黑兰方面打交道。此前数周，市场曾因霍尔木兹海峡重开而获得短暂安抚，但最新言论骤然唤回了对海湾局势可能再度失控的担忧。当天凌晨，伊朗南部多地传出爆炸声，美军中央司令部随后确认已完成对伊朗的新一轮打击。 受此影响，洛克希德·马丁股价盘前上涨约1%，诺斯罗普·格鲁曼涨逾1%，RTX公司涨幅超过2%。国防股的走高延续了近期趋势，在此前美伊冲突期间，国防板块曾因市场对区域性战争的担忧而大幅走高，随后出现超过20%的回调，但近期已逐步恢复。 特朗普还通过社交媒体呼吁国会推动通过“和解3.0”法案，为国防领域新增3500亿美元拨款。他称美国军队“从未如此强大”，并要求国会将这一国防预算议案列为优先事项。白宫此前已向国会申请了876亿美元的补充支出，主要用于与伊朗冲突相关的开支。 分析人士指出，国防承包商的订单积压依然稳固。洛克希德·马丁的积压订单已超过1940亿美元，诺斯罗普·格鲁曼约为957亿美元。真正制约产能扩张的因素并非订单量，而是资金到位的时间，多家企业表示，在大额合同落定之前不会提前承诺资本投入。五角大楼也在推动新的产业合作，以增加传统主承包商之外的产能。 不过也有市场观点认为，国防股的“战争交易”已在前期充分反映。洛克希德·马丁目前远期市盈率约30倍，RTX高达42.5倍，已接近于高增长科技股的估值水平。分析指出，此轮上涨更多反映的是库存补充周期的结构性逻辑，而非单一冲突事件的短期反应。 责任编辑：张俊 SF065

Can Investing in Micron Stock Make You a Millionaire? Yahoo Finance

Key PointsMicron is seeing its revenue and earnings skyrocket.

CVE climbed 3.5% as higher crude prices and strong first-quarter results boosted confidence, with improving margins and growth plans reinforcing optimism.

Olekcii Mach/iStock via Getty Images Intro Our last commentary on QuidelOrtho Corporation ( QDEL ) was in early February this year when we reiterated our 'Hold' rating in the US-based diagnostic-testing-solutions outfit, just before the release of the company's fourth-quarter and full-year numbers. However, the jury was still out in that piece on whether the November lows of last year could indeed hold. As we see below on the 12-month technical chart, sentiment once more turned sour on the release of that fourth quarter report, which unfortunately has hurled the stock into an even more aggressive pattern of lower highs and lower lows. The resulting carnage has been to the effect of a 40%+ negative return since our February commentary, which pales in insignificance really to the losses investors have suffered since the merger of Quidel with Ortho Clinical Diagnostics back in 2022. Results have been abysmal, considering the almost $5 billion loss of market cap, from a standing-start $6 billion market-cap back in May 2022. QDEL 12-Month Technicals ( stockcharts.com ) Q4 Results Beat Consensus But Poor 2026 Guidance QDEL announced its fourth-quarter and full-year numbers on the 11th of February this year. Although the company's non-GAAP EPS of $0.46 and revenues of $724 million beat consensus, FY26 guidance of between $2 & $2.42 at the time (consensus was $2.49 per share) really highlighted the company's profitability struggles that it continues to contend with. We had already flagged the implications of the impairment charge in the prior quarter, along with the dire need for the keys LABS business to start improving its bottom-line numbers immediately. Suffice it to say, when debt is rising (in a negative cash-flow environment), more focus inevitably must fall on cash generation to keep operations in check as opposed to reporting better profitability. Rising interest expense on the income statement, along with over $600 million in inventory, limits QDEL's ability to ne...

Chip stocks extended their decline on Wednesday as the overall market declined.

Chip stocks trimmed losses on Wednesday despite a decline in the overall market.

Douglas Rissing Delta Air Lines ( DAL ) on Wednesday said it had expanded its Basic fare options to include premium products such as Delta First, Delta Premium Select, and Delta One. The Basic tier allows customers to access premium onboard services at a lower price point, while giving up certain benefits such as advance seat assignments, higher mileage earnings, some baggage allowances, upgrades, and flexible travel changes. The entry-level Delta One option, called Basic Business, offers the same onboard features as Delta One, including lie-flat seats, premium meals, and amenities, but excludes certain ground benefits. Delta First Basic is available from July 8 on select domestic and Latin American routes, with Delta Premium Select Basic and Basic Business fares beginning service in September on select domestic and long-haul international markets. Basic fares can be changed or canceled for a fee, with customers receiving an eCredit for future Delta ticket purchases. Availability will vary by market, route, and timing. Basic Business customers will receive Delta One’s onboard experience, including lie-flat seats, premium meals, and amenities, but will not receive certain ground benefits such as Delta One Lounge access or Delta One check-in through their fare after January 18, 2027. More on Delta Air Lines Delta Air Lines Q2 Earnings Preview: Here Are The Real Long-Term Signals Delta Air Lines: Bracing For A Potential Q2 Earnings Miss And Light Q3 Guidance Delta Air Lines: My Buy Thesis Played Out, But Growing Risks Are A Real Concern (Rating Downgrade) Cruise operators, airlines, and hotels fall on renewed geopolitical tensions Chapter 11 may be JetBlue's best option as debt burden weighs—Raymond James

Sundry Photography/iStock Editorial via Getty Images Cloudflare ( NET ) and OpenAI ( OPENAI ) are launching a research pilot to explore how insights from participating websites across Cloudflare’s global network can help AI search engines improve indexing web content. Cloudflare said that the pilot is focused on improving the accuracy and timeliness of answers. By using Cloudflare’s real-time network insights — like content freshness, traffic quality, and actual page changes — the project aims to improve AI systems' indexing and crawling of the web, the company added. "By sharing our sophisticated network signals, we can find a better way to make AI search more efficient and help people get quality answers faster," said Cloudflare's Co-Founder and CEO Matthew Prince. The companies added that they will examine how signal-driven crawling and indexing can improve accuracy and freshness in answers. "Up-to-date information is important for delivering accurate answers to people using ChatGPT," said Nick Ryder, vice president of Research at OpenAI. "Piloting this with Cloudflare will allow us to explore whether network-level insights can help us discover content more efficiently." Shares of Cloudflare dipped about 2% premarket on Wednesday. More on CloudFlare and OpenAI Cloudflare: Too Expensive, Too Little Room For Error Cloudflare: A Brilliant Business Trapped Inside A Punishing Valuation Cloudflare: Structural Acceleration Driven By Agentic AI Traffic Kalshi bets shift to Quantum, semiconductor stakes over OpenAI government deal OpenAI set to launch GPT-5.6 Sol, Terra, and Luna globally this Thursday