Cloudflare: Incredible Growth On Trimmed Workforce
2026-05-26 15:48:55 ET
In my view, the first phase of the stock market rally is behind us, which has sharply rewarded all the companies that directly contributed to the buildout of data centers, especially semiconductor stocks that are providing constrained components like memory. But with these stocks trading at sharply richer multiples now, I believe the next phase in the stock market will reward companies that are delivering outsized earnings growth thanks to AI, mostly from reengineering their business operations to operate with lower costs....
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Cloudflare: Incredible Growth On Trimmed WorkforceNASDAQ: NET
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