ATLAS News · Technology

Cloudflare Rises 11% as AI Cloud Stocks Hold Up While NVIDIA Slips

Published November 9, 2026 · 2 sources

Yahoo Finance reports Cloudflare jumped 11% as AI cloud names rallied despite NVIDIA's slide. Kalkine covers CrowdStrike's platform expansion.

What happened

Yahoo Finance reports that Cloudflare jumped 11% as AI cloud stocks drew buyers while NVIDIA slid. The outlet also says Nebius gained 9% and CoreWeave rose 6% on a deal with Wayve.

According to Yahoo Finance, NVIDIA's decline followed a report about its CEO, while the cloud companies that buy its chips attracted buying interest. The outlet adds that one of these companies posted what its CEO calls a best-ever quarter, though some figures underneath complicate the picture.

Separately, Kalkine reports that CrowdStrike (NASDAQ:CRWD) is expanding its cybersecurity platform, an expansion that comes alongside rising recurring revenue.

Context

Cloud companies depend on NVIDIA's chips to build AI infrastructure, so the fortunes of chip makers and cloud providers are often discussed together.

Why it matters

The divergence between NVIDIA and its cloud customers may show that investors are treating the two groups differently, though the sources do not explain the reasons in full.

Stocks in this story

Price changes are shown for the trading day of the story and are a coincidence in time, not proof that the news caused them. Figures are ATLAS data from our database.

CloudflareNET

+9.30%

Technology · NYSE

Live price

$293.75▲ +9.30%

live price · USD

Close on November 9: $293.75+9.30% vs. previous close ($268.75)
Chance of a rise in 1 month: 46%Probability of closing higher than today within 21 sessions.Normal range: half of the scenarios end between $249.95 and $330.61; 9 in 10, between $195.07 and $423.62.

See the full ATLAS analysis of Cloudflare →

CrowdStrikeCRWD

+5.38%

Technology · NASDAQ

Live price

$228.58▲ +5.38%

live price · USD

Close on November 9: $228.58+5.38% vs. previous close ($216.90)
Chance of a rise in 1 month: 47%Probability of closing higher than today within 21 sessions.Normal range: half of the scenarios end between $202.41 and $252.39; 9 in 10, between $166.44 and $306.92.

See the full ATLAS analysis of CrowdStrike →

Closing prices, fair value and probabilities: ATLAS own data. How we calculate fair value.

Sources

ATLAS writes its own summaries from the reporting of these outlets. Each link opens the original publisher.

Cloudflare Jumps 11%, Nebius Surges 9% as AI Cloud Stocks Defy NVIDIA’s Slide; CoreWeave Rallies 6% on Wayve Deal · Yahoo Finance · November 9, 2026
CrowdStrike (NASDAQ:CRWD) Cybersecurity Platform Expansion Accompanies Rising Recurring Revenue · Kalkine · November 10, 2026

Latest market news · Markets today on ATLAS · Cloudflare · CrowdStrike

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