With the S&P 500 and NASDAQ sitting near all-time highs, speculation has returned in full force. Although market breadth may still be narrow, specific themes are showing explosive follow-through. From space and drone defense technology to AI infrastructure and autonomous vehicles, traders.... |
Good MorningThe S&P 500 enters the new week with strong tailwinds, poised to build on last week’s gains. A melt-up scenario is taking shape as investor confidence improves on cooling inflation, easing tariff fears, and stronger-than-expected economic data. Financials and industrials are already hitting new highs, while consumer discretionary stocks are rebounding sharply ahead of earnings. With analyst upgrades accelerating and macro headwinds fading, the index appears on a path toward its 7,200 target for late 2025.
This week marks the peak of earnings season, with results expected from more than half the S&P 500. Key reports include Verizon, Intuitive Surgical, ServiceNow, Chipotle, and Tractor Supply. Investors will focus on growth metrics, guidance, and capital return strategies. On the economic front, data will be light, with leading indicators, home sales, and jobless claims offering the latest read on momentum. With retail sales accelerating and the Fed’s next move likely to be a rate cut, the backdrop for equities remains broadly constructive. Featured: Altucher: Turn $900 into $108,000 in just 12 months? (Ad) 
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With the S&P 500 and NASDAQ sitting near all-time highs, speculation has returned in full force. Although market breadth may still be narrow, specific themes are showing explosive follow-through. From space and drone defense technology to AI infrastructure and autonomous vehicles, traders... Read the Full Story |
| From Our Partners | | It’s Crypto Week at the White House — and the sector is moving from fringe to full-scale adoption.
With Bitcoin hitting $123,000 and giants like BlackRock and Fidelity pouring in, one expert believes a lesser-known coin could soon be vaulted to the top — possibly even landing in the government’s digital reserve. | | See the coin positioned to win from Washington’s crypto push |
| Markets | | | China’s stock market is buzzing over government promises to tackle price wars that have hurt profits and worsened global trade tensions. The prevailing catchphrase is “anti-involution,” and it reflects efforts to curb intense competition and overcapacity in industries like solar panels, steel, and e... Read the Full Story |
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President Donald Trump is in the early stages of executing what some are calling a “Great Reset” of the U.S. economy. Tariffs are one of the president’s tools of choice with a goal towards spurring a domestic manufacturing revival. According to the administration, achieving that ... Read the Full Story |
| From Our Partners | | Congress is deep into “Crypto Week” — with new bills that could finally bring clarity to digital assets.
Crypto analyst Juan Villaverde says Bitcoin will likely keep climbing… but smaller coins could deliver far bigger gains. He’s revealing the altcoins he believes are best positioned for this new regulatory era. | | See Juan’s top altcoin picks for the new crypto bull cycle |
| Tech | | | As cryptocurrencies become more intertwined with the traditional financial system, industry heavyweights are racing for a long-sought goal of turning real-world assets into digital tokens.“Tokenization is going to open the door to a massive trading revolution,” said Vlad Tenev, the CEO of the tradin... Read the Full Story |
| Stocks | | | U.S. stocks are rising toward more records on Monday ahead of a week full of profit updates from big U.S. companies, which Wall Street expects to keep growing despite pressure from President Donald Trump’s tariffs.The S&P 500 was 0.5% higher in morning trading and above its all-time high set on ... Read the Full Story |
| From Our Partners | | Bitcoin just passed Amazon in total market cap — but most investors are missing the bigger opportunity.
While the crowd buys Bitcoin outright, trader Larry Benedict is using a method called “Bitcoin Skimming” to target 6x, 9x, even 22x bigger profits. He reveals how it works in a free video. | | Watch the Bitcoin Skimming strategy here |
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British rock icons Oasis began their long-awaited reunion tour this month, and it's not hard to see parallels between the Gallagher brothers, Liam and Noel, and current China and U.S. trade relations.
After a long and bitter dispute, the two sides agreed to put the past aside and negotiate for th... Read the Full Story |
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With the Federal Reserve eyeing inflation and pausing cuts, interest rate-sensitive sectors have faced challenges. Real estate’s 1.57% gain in 2025 has been the fourth-worst year-to-date performance of the S&P 500’s 11 sectors, trailing only energy (0.55%), consumer discretionary (... Read the Full Story |
| Markets | | | A group of dozens of companies pledged Monday to invest at least 631 billion euros ($733 billion) in Germany over the next three years, sending a signal of confidence in Europe's biggest economy as the new government tries to breathe new life into it.The economy has shrunk for the past two years and... Read the Full Story |
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Tech giant PayPal Holdings Inc. (NASDAQ: PYPL) has frustrated investors over the past few years. Despite being one of the pandemic’s standout winners, the stock has essentially traded flat for the better part of three years since losing 80% of its value. Every attempt at a sustained uptren... Read the Full Story |
| Markets | | | New research finds that more Americans are shifting their money from checking and savings accounts into financial vehicles that pay an investment income — a trend that helps to explain the resilience of the U.S. economy after a bout of high inflation and recent uncertainty due to tariffs.The analysi... Read the Full Story |
| Monday's Early Bird Stock Of The Day Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company provides an integrated cloud-based security solution to secure a range of combination of platforms, including public cloud, private cloud, on-premise, software-as-a-service applications, and IoT devices; and website and application security products comprising web application firewall, bot management, distributed denial of service, API gateways, SSL/TLS encryption, script management, security center, and rate limiting products. It offers website and application performance solutions, including content delivery, load balancing, DNS, agro smart routing, video stream delivery, web optimization, cache reserve, cloudfare waiting room, and cloudfare data localization suite; SASE platform through cloudfare one that provides a cloud-based network-as-a-service; network services which deliver network connectivity, security, and performance, including magic WAN, magic transit, magic firewall, cloudflare network interconnect, and spectrum. In addition, the company provides zero trust services, such as cloudflare access, cloudflare gateway, remote browser isolation, cloud access security broker, cloud email security, and data loss prevention products that protects, inspects, and provides privilege rules to grant access to data and application. Further, it provides developer-based solutions consisting of cloudflare workers, R2 object storage, workers KV, durable objects, cloudfare pages, cloudfare stream, and cloudfare images; and consumer products comprising of 1.1.1.1, a DNS resolver, WARP, a virtual private network, and cloudfare registrar that secures registration and management of domain names. The company serves customers in the technology, healthcare, financial services, consumer and retail, industrial, and non-profit industries, as well as government. Cloudflare, Inc. was incorporated in 2009 and is headquartered in San Francisco, California. | Should I Buy Cloudflare Stock? NET Bull and Bear Case Explained
These insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms. This analysis of Cloudflare was last updated on Friday, July 11, 2025 at 6:37 PM.
Cloudflare Bull Case -
The company has shown impressive revenue growth, with a year-over-year increase of 26.5%, indicating strong demand for its cloud services.
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Recent analyst upgrades suggest positive sentiment, with several firms raising their price targets significantly, reflecting confidence in the company's future performance.
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The current stock price is around $168, which may present a buying opportunity for investors looking to enter at a favorable valuation.
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Cloudflare, Inc. has a solid market capitalization of approximately $62.80 billion, indicating its established presence in the cloud services sector.
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Institutional ownership is high at 82.68%, suggesting that many professional investors have confidence in the company's long-term prospects.
Cloudflare Bear Case -
The company reported a negative return on equity of 6.31%, which may raise concerns about its profitability and efficiency in generating returns for shareholders.
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Cloudflare, Inc. has a negative net margin of 4.62%, indicating that it is currently operating at a loss, which could be a red flag for potential investors.
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Analysts forecast a negative earnings per share of -0.11 for the current fiscal year, suggesting that the company may continue to struggle with profitability in the near term.
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Despite recent revenue growth, the company missed earnings expectations by $0.01, which could indicate challenges in meeting market forecasts.
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The stock has a high price-to-earnings ratio of -787.74, which may suggest that it is overvalued relative to its earnings, making it a riskier investment.
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