A 247wallst.com article by David Moadel reports AI cloud stocks rallying on November 9, 2026 — Cloudflare up 11% after its earnings beat, Nebius 9% ahead of its report, CoreWeave 6% on a multi-year deal with autonomous driving startup Wayve — even as NVIDIA fell 5%. Cloudflare CEO Matthew Prince called it Cloudflare's best quarter ever, and the article recommends a conservative approach until Nebius reports November 12.