NET is trading 4.2% down at $257.68, primarily driven by broader tech profit-taking and sector rotation away from high-growth names, impacting richly valued growth and AI-related stocks as major indices trade lower. - The decline follows a sharp run-up over the past week, with traders locking in gains. - This market pressure is occurring despite Cloudflare announcing a new research pilot with OpenAI today to improve AI search indexing. - The company also received an upgrade to "Sector Outperform" from Scotiabank yesterday with a $300 price target.