Josh Brown's "Best Stocks in the Market:" Meta and Cloudflare
Published . Updated .
Josh Brown, CEO of Ritholtz Wealth Management, joins CNBC's 'Halftime Report' to spotlight Meta and Cloudflare in his 'Best Stocks in the Market.'
Directly affected
- NET Cloudflare+1.5% 30d
Named in this report.
Indirectly affected
- DIA SPDR Dow Jones Industrial Average ETF-1.7% 30d
SPDR Dow Jones Industrial Average ETF: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story.
- QQQ Invesco QQQ+0.4% 17d
Invesco QQQ: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story.
- XLK Technology Select Sector SPDR+9.1% 16d
Technology Select Sector SPDR holds the technology sector that Cloudflare belongs to, so it often moves with news about it.
- MSFT Microsoft+7.1% 30d
Microsoft is a peer of Cloudflare in prepackaged software; rivals often move on the same news.
- PLTR Palantir Technologies+14.7% 30d
Palantir Technologies is a peer of Cloudflare in prepackaged software; rivals often move on the same news.
- ORCL Oracle-10.2% 30d
Oracle is a peer of Cloudflare in prepackaged software; rivals often move on the same news.
- CRWD CrowdStrike Holdings+18.7% 17d
CrowdStrike Holdings is a peer of Cloudflare in prepackaged software; rivals often move on the same news.
- SHOP Shopify+29.5% 30d
Shopify is a peer of Cloudflare in prepackaged software; rivals often move on the same news.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| NET | -12.19% | -8.51% | base | -0.10% | after close | after close | after close |
| DIAPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
| QQQ | +0.72% | -1.06% | base | +1.41% | after close | after close | after close |
| XLKPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
| MSFTPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
| PLTRPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
| ORCLPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
| CRWDPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
| SHOPPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
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Josh Brown's "Best Stocks in the Market:" Meta and Cloudflare CNBC
Source: CNBC
This story
| Company | When | Move | Status |
|---|---|---|---|
| NET | that day | -0.10% | still updating |
| NET | three days earlier | -8.51% | final price |
| NET | five days earlier | -12.19% | final price |
| QQQ | that day | +1.41% | still updating |
| QQQ | three days earlier | -1.06% | final price |
| QQQ | five days earlier | +0.72% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Gilbert Cisneros sold Cloudflare (NET), worth $1,001 - $15,000 on 18 Aug 2026. That is 70 days before publication. Filed 10 Sep 2026. View the filing.
- Rep. Lisa McClain bought Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 30 Sep 2026. That is 27 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael Rulli sold Microsoft (MSFT), worth $1,001 - $15,000 on 28 Sep 2026. That is 29 days before publication. Filed 2 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Microsoft (MSFT), worth $1,001 - $15,000 on 24 Sep 2026. That is 33 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Palantir Technologies (PLTR), worth $1,001 - $15,000 on 24 Aug 2026. That is 64 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Palantir Technologies (PLTR), worth $50,001 - $100,000 on 17 Aug 2026. That is 71 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Palantir Technologies (PLTR), worth $1,001 - $15,000 on 10 Aug 2026. That is 78 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Oracle (ORCL) (held by a spouse), worth $1,001 - $15,000 on 30 Sep 2026. That is 27 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Oracle (ORCL) (held by a dependent child), worth $1,001 - $15,000 on 30 Sep 2026. That is 27 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Oracle (ORCL) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 32 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold CrowdStrike Holdings (CRWD), worth $100,001 - $250,000 on 21 Aug 2026. That is 67 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought CrowdStrike Holdings (CRWD), worth $1,001 - $15,000 on 7 Aug 2026. That is 81 days before publication. Filed 10 Sep 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
This story
12 out of 100Price not final
“Josh Brown's "Best Stocks in the Market:" Meta and Cloudflare” scores 12 out of 100. The score uses 1 sources. The price is not final yet.