NET

A weekly deals roundup from Seeking Alpha highlights notable transactions and developments involving Mobix Labs, MGM Resorts, and Cloudflare, among others. The article aggregates multiple company-specific events into a single listicle-style recap. No new material information is introduced beyond previously reported deals.

Cloudflare is promoting the x402 payment protocol as a solution to the economic disruption caused by AI agents scraping and consuming web content without compensation. The x402 protocol is designed to enable machine-to-machine micropayments, allowing AI agents to pay for web resources they access. The article frames Cloudflare as a key advocate for this emerging standard, which intersects web infrastructure and crypto payment rails.

Anthropic's Project Glasswing announcement triggered a ~13% sector-wide cybersecurity selloff, which the article argues is a misread. Named launch partners CrowdStrike, Palo Alto Networks, and Cisco are framed as beneficiaries of the AI-driven security initiative, while non-partners Zscaler and Cloudflare are flagged as facing genuine competitive headwinds. The article recommends buying partners and selling excluded names.

SaaS stocks posted a modest rebound Monday following a sharp AI-agent-driven selloff, with Wedbush's Dan Ives characterizing the prior decline as "overdone" and arguing AI deployments will expand software budgets. Salesforce, ServiceNow, Oracle, Cloudflare, Snowflake, Palo Alto Networks, and Zscaler were among the names finding support. Jim Cramer referenced the sector recovery as the "software empire strikes back."