. Let's write. Lead: Cloudflare expects $665 million in revenue for the second quarter of 2026, the company said, citing strong demand for its AI-related services that have pushed its valuation to record highs. The company is also pursuing stablecoin innovations as part of its growth strategy. Then section: "AI Tailwinds and Record Valuation" - discuss how AI workloads are increasing demand for Cloudflare's network. We can say: The surge in AI applications has been a boon for companies like Cloudflare that provide the underlying infrastructure. The company's edge network is used to deliver content and protect websites, but it's also becoming a platform for running AI models and serving inference requests. That's general knowledge, but we can phrase it as: "AI has become a major growth driver, with businesses turning to Cloudflare to handle the increased traffic and computation that comes with machine learning." But we must not attribute to anyone. We can say "The company's stock has climbed as investors bet on continued AI demand." That's an inference, but it's from "valuation to record highs" so it's okay. We can
