Cloudflare, Paylocity, GitLab, Commvault, and Qualys shares soar amid AI development slowdown

Generated byAinvest NewsReviewed byThe Newsroom

Monday, Sep 14, 2026 9:24 pm ET1min read

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Aime Summary

- CloudflareNET--, PaylocityPCTY--, GitLabGTLB--, CommvaultCVLT--, and QualysQLYS-- shares surged as investors shifted from AI-hardware stocks amid calls to slow AI development.

- Enterprise software/SaaS firms are seen as safer amid hyperscaler spending pauses, offering stable recurring revenue and gradual AI integration.

- Qualys led gains with 14.8% rise, while Commvault jumped 7.3%, reflecting market preference for less AI-dependent tech sectors861077--.

Cloudflare, PaylocityPCTY--, GitLabGTLB--, CommvaultCVLT--, and QualysQLYS-- shares rose after investors rotated out of AI-hardware stocks following calls for an AI development slowdown. Enterprise software and SaaS companies are perceived as less vulnerable to the halt in hyperscaler capital expenditures, offering steady recurring revenue streams and benefiting from a measured integration of existing AI tools into corporate workflows. CloudflareNET-- jumped 6.3%, Paylocity 3.6%, GitLab 4.2%, Commvault 7.3%, and Qualys 14.8%.

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