Cloudflare’s fourth quarter of 2025 read like a company that finally found the story big enough to match its footprint: not just faster websites and safer networks, but a platform layer for a web where the “users” increasingly aren’t humans at all. Management leaned hard into that framing—agents as the new traffic, Cloudflare as the place they run and the network they … [Read more...] about Cloudflare Q4 & FY2025: The “Agentic Internet” Pitch Meets Real Acceleration
monday.com Q4 & FY2025: Scaling Upmarket While AI Starts to Monetize
monday.com closed 2025 with a mix that markets usually like but don’t always price correctly at first glance: strong top-line growth, expanding large-customer adoption, early but real AI monetization, and margins that are under short-term pressure for reasons that have very little to do with demand. Revenue reached $333.9 million in Q4, up 25% year over year, bringing full-year … [Read more...] about monday.com Q4 & FY2025: Scaling Upmarket While AI Starts to Monetize
Excess Ships, Thinner Margins: Maersk’s Loss Warning and What It Signals for MSC and Global Shipping
A quiet but telling shift is underway in global container shipping, and it’s no longer hiding behind record volumes or geopolitical noise. Maersk, long treated as the industry’s bellwether, has warned it could post its first operating loss in roughly a decade, a statement that lands less like a company-specific stumble and more like a structural confession. After years of … [Read more...] about Excess Ships, Thinner Margins: Maersk’s Loss Warning and What It Signals for MSC and Global Shipping
Why AMD Shares Dropped 8% in Pre-Market Trading
Advanced Micro Devices’ sharp pre-market drop, roughly 8% at its worst, wasn’t a reaction to weak results but to a clash between solid execution and elevated expectations. Advanced Micro Devices actually delivered a respectable quarterly report, beating Wall Street forecasts on both revenue and earnings, with steady contributions from data center, client, and gaming segments. … [Read more...] about Why AMD Shares Dropped 8% in Pre-Market Trading
Why Visa and Mastercard Jumped ~3% in a Single Session
A roughly three percent move in stocks as large and liquid as Visa and Mastercard doesn’t happen by accident, and it rarely comes down to a single headline. What played out in yesterday’s session was more of a clean alignment between fundamentals, sentiment, and positioning. Both stocks benefited from a renewed market read that consumer spending remains structurally resilient, … [Read more...] about Why Visa and Mastercard Jumped ~3% in a Single Session