Cloudflare Could Be a Big Winner in AI, But There's a Catch
Cloudflare (NYSE: NET) could become a key toll road for the internet as AI agents drive more traffic across the web. Pay Per Crawl gives the company a fascinating new revenue angle, but valuation, competition, and insider selling make the stock a much harder call.
*Stock prices used were the market prices of June 27, 2026. The video was published on July 5, 2026.
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Rick Orford has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Cloudflare. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.
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