Fastly jumps 14% on AI Firewall launch, lifting Cloudflare and Datadog stocks too

Fastly's stock surged 14% following the launch of new AI traffic control products, including an AI Firewall designed to block attacks on large language models. This move sparked gains in related edge security and AI infrastructure stocks, with Cloudflare rising 7% and Datadog up 5%, despite no new product announcements from them. The rally reflects a broader market revaluation of AI-driven security solutions rather than isolated company news. Investors will watch if Fastly can convert this launch into actual customer adoption and revenue amid growing AI traffic trends on its network.

Fastly's shares jumped 13.62% to USD 27.11 on Pluang as of Sep 22, 2026 01:22 WIB, reflecting strong market interest following its AI Firewall launch. Cloudflare also gained 7.29% to USD 347.62, while Datadog rose 5.52% to USD 242.61, showing broad enthusiasm for AI-driven security solutions. Despite this rally, Pluang data shows a balanced mix of buy and sell orders, indicating cautious investor sentiment amid ongoing evaluation of these companies' growth prospects.