Cloudflare (NET) jumped 10% Wednesday after crushing Wall Street’s expectations and issuing guidance that blew past estimates.
NET reported 28 cents per share on $615 million in revenue for Q4.
Analysts were looking for 27 cents and $591 million.
The company also guided for revenue between $620 million and $621 million in Q1, blowing past the $614 million estimate.
For the full year?
NET expects revenue between $2.79 billion to $2.80 billion while analysts were sitting at $2.74 billion.
Here’s what’s driving the jump…
Last month, Moltbot went viral as an open-source AI personal assistant built on Anthropic’s Claude model.
The bot needed secure infrastructure to run, and NET’s edge platform became the obvious choice.
CEO Matthew Prince called it a “fundamental re-platforming” of the internet, saying “If AI agents are the new users of the internet, Cloudflare is the platform they run on.”
In case you’re wondering what that means for NET’s business…
NET even launched its own Moltworker platform specifically for securely running Moltbot.
Revenue grew 34% year-over-year, and the company finished 2025 with 4.5 million active human developers.
🥡 The Takeaway: NET’s positioning itself as the infrastructure layer for AI agents, and this 10% pop shows Wall Street’s buying the story.
$NET over the past 6 months
💊 NVO gets hard on HIMS...
Novo Nordisk (NVO) filed a lawsuit Monday asking the court to permanently ban Hims & Hers (HIMS) from selling knockoff versions of its Wegovy weight-loss pill and injections.
NVO’s accusing HIMS of “deceiving patients and putting their health at risk” by mass marketing cheaper, unapproved copies of drugs that haven’t been verified by U.S. regulators.
The timing?
NVO threatened legal action Thursday.
The FDA announced Friday it would restrict access to ingredients and report HIMS to the Department of Justice.
By Saturday, HIMS pulled the pill.
Then Monday morning, NVO made it official with the lawsuit.
HIMS was planning to sell a compounded version of the Wegovy pill for $49 a month. About $100 less than NVO's version.
NVO wasn't having it.
The Danish drugmaker says it doesn’t sell semaglutide for copycats and called out HIMS for “illegal mass compounding” that skips the FDA’s safety review process.
Semaglutide’s protected by U.S. patents through 2032, but HIMS claimed its versions were legal because they’re “personalized” in dosage.
NVO’s stock climbed 7% while HIMS dropped 19% premarket as the lawsuit news broke.
This comes as NVO works to reclaim market share in the booming obesity drug market.
The company’s been losing ground to Eli Lilly (LLY) and a wave of alternatives that popped up under a regulatory loophole allowing copycats when branded treatments are in short supply.
But that loophole’s closing fast.
Semaglutide’s no longer in a shortage in the U.S., but NVO estimated in January that 1.5 million Americans are still using compounded GLP-1 drugs.
🥡 The Takeaway: Watch how NVO and HIMS stocks move as the legal battle heats up. The lawsuit plus the DOJ referral create ongoing volatility for both stocks, and this crackdown could force other compounding pharmacies out of the GLP-1 game.
💼 The AI threat spreads
And financial advisors just got put on notice.
Shares of financial services firms fell Tuesday after Altruist launched an AI-powered tax planning tool that promises to do the work “within minutes.”
LPL Financial (LPLA) tumbled nearly 11%, while Charles Schwab (SCHW) and Raymond James Financial (RJF) both dropped more than 9% amid fears that AI will disrupt their industry next.
Software stocks already got wrecked by the same AI disruption narrative over the past few weeks.
Now the fear trade’s jumping sectors.
Altruist’s Hazel platform reads and interprets 1040s, paystubs, account statements, meeting notes, emails, and CRM data, then applies deep tax logic to create fully personalized tax strategies for clients.
That’s the kind of automation that makes traders nervous about what financial advisors do all day.
Is this a one-day panic or the start of a bigger rotation out of financial services stocks as AI tools keep getting smarter?
🥡 The Takeaway: Watch how SCHW and RJF move after this to see if Tuesday’s sell-off was a one-day overreaction or the beginning of a sustained AI-disruption move in financial services.
💫 TMYK A quick pop quiz to help you learn about the market. The more you know!
A ______ fund tries to match an index instead of picking individual winners.
a.) hedge
b.) growth
c.) index
Scroll down for the answer!
Gimme some mo' More news from 'round the market.
📌 Social media gets cooked Pinterest (PINS) fell after an earnings miss and weak Q1 sales guidance, and the CEO blamed tariffs hitting retail ad spend. [Link]
📵 Big tech catches smoke Apple (AAPL) slid after reports its Siri AI upgrade got delayed and the FTC raised questions about Apple News policies. [Link]
🥫 Buffett’s food bet wobbles Kraft Heinz (KHC) dropped after pausing its breakup plans while rolling out a $600M U.S. turnaround push. [Link]
🛒 Earnings math ain’t mathing Shopify (SHOP) slid even after a revenue beat because profit missed and the market shrugged at the $2B buyback. [Link]
🤖 Software gets the side-eye Monday.com (MNDY) fell after weak guidance kept the AI disruption fear alive in software. [Link]
🤳🏾 Let me check my palm pilot Earnings events on deck this coming week.
Tuesday 4/14: CarMax (KMX), Citigroup (C), Johnson & Johnson (JNJ), JPMorgan Chase (JPM), Wells Fargo (WFC)
Wednesday 4/15: ASML (ASML), Bank of America (BAC), Kinder Morgan (KMI), Morgan Stanley (MS), PNC Financial (PNC), Progressive (PGR)
Thursday 4/16: Abbott (ABT), Alcoa (AA), Bank of New York Mellon (BK), Charles Schwab (SCHW), Netflix (NFLX), PepsiCo (PEP), Prologis (PLD), Taiwan Semiconductor (TSM), Travelers (TRV), U.S. Bancorp (USB)
Friday 4/17: Ally Financial (ALLY), Fifth Third Bancorp (FITB), Regions Financial (RF), State Street (STT), Truist Financial (TFC)
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