Dj Hpe, 2Degrees Team Up To Build Ai Platform

Investing.com -- BellRing Brands (NYSE:BRBR) stock fell 7.5% after Deutsche Bank analyst Stephen Powers warned of "another potentially difficult quarter" for the protein shake and powder maker ahead of its February 3 earnings report.

The selloff intensified in morning trading, with shares dropping as much as 11% at one point. A block trade of 715,817 shares, representing about 0.6% of float, changed hands at $25 each for a total value of $17.9 million.

Powers cut his price target on BellRing to $31 from $35, citing recent tracked channel trends for Premier Protein that came in below management’s initial expectations. The company’s premier product line declined 1.5% in the fiscal first quarter versus company guidance of approximately flat performance.

The analyst noted that January’s exit rate combined with "still-intense competition" suggests risk of downward revisions to the company’s full-year guidance, which currently stands at $2.41-$2.49 billion in sales and $425-$455 million in EBITDA.

Deutsche Bank reduced its fiscal 2026 estimates for BellRing, now projecting sales of $2.367 billion and EBITDA of $420 million, both below the company’s current guidance range.

While longer-term consumer trends toward protein consumption remain favorable for BellRing’s categories, Powers expressed concern about the company’s ability to gain additional shelf space and withstand heightened competition in the protein aisle.

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Investing.com -- Cloudflare (NYSE:NET) stock rose 11% Monday as excitement around an open-source AI agent called Clawdbot sparked investor enthusiasm for the company’s edge computing infrastructure.

The surge followed a weekend of social media buzz about Clawdbot, an AI agent built on Anthropic’s Claude that runs locally on devices and executes tasks autonomously. Cloudflare’s global edge network is positioned to support the secure, low-latency infrastructure needed for such AI agents.

"Over the weekend, hype and excitement around Clawdbot exploded across social media, which flowed through to shares of NET rising >10% on Monday," noted Wolfe Research analyst Joshua Tilton.

Developers are already using Cloudflare Tunnels to securely host and access Clawdbot instances, while the company’s AI Gateway supports Anthropic’s Claude, enabling developers to route inference calls through Cloudflare’s network for caching and security.

As AI agents like Clawdbot scale up with more API calls and website interactions, they generate increased internet traffic that requires Cloudflare’s infrastructure for security and connectivity.

During Cloudflare’s third quarter earnings call, CEO Matthew Prince highlighted this opportunity, stating that approximately 80% of leading AI companies already rely on the company’s services, positioning Cloudflare to establish protocols and business rules for what he called "the agentic Internet of the future."

Cloudflare’s Workers platform operates on a consumption-based model, meaning increased agent activity directly translates to higher revenue for the company.