Freshworks: Customer Growth And Strong Retention
2026-05-26 12:41:12 ET
Amid a stock market that is skyrocketing to fresh new highs, I continue to be worried about the huge concentration of gains at the top end of the market: namely, the semiconductor and AI-linked hardware stocks that have enabled this year's data center buildout. Investors are overlooking the very real risk of demand for these companies' products dropping off once hyperscalers take their foot off the capex gas pedal....
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Freshworks: Customer Growth And Strong RetentionNASDAQ: FRSH
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