Skip to content
TrackPodcasts
newsMay 8, 20265:12pending

Cloudflare trades staff for AI

About this episode

Cloudflare (NET) to cut 1,100 jobs amid shift to agentic AI-first operating model. (00:13) Upwork (UPWK) announces 24% reduction in total workforce. (01:42) IREN jumps 7%, inks five-year $3.4B AI cloud deal with Nvidia (NVDA). (02:35)/

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: XYZ, TTD, NET, and more
Federal trade court strikes down Trump's 10% global tariff
Shell CEO flags ~1B barrel crude shortage, warns 'journey back will be a long one'
US said to suspect Nvidia chips smuggled to Alibaba via Thailand, Bloomberg reports

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Get every episode summarized

Each time Wall Street Breakfast publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.

Email me new episodes

Free for 3 shows. No card needed.

Hosts & guests

No transcript yet

This episode has not been transcribed. Request it and it moves to the front of the queue.

Cloudflare trades staff for AI

Wall Street Breakfast

0:00
5:12

More episodes

More from Wall Street Breakfast

View all episodes →