Menu
Microsoft strongly encourages users to switch to a different browser than Internet Explorer as it no longer meets modern web and security standards. Therefore we cannot guarantee that our site fully works in Internet Explorer. You can use Chrome or Firefox instead.

MarketBeat's profile

Blog
Cloudflare: Another AI-Disrupted Stock You Might Want to Buy
Cloudflare: Another AI-Disrupted Stock You Might Want to Buy

Fears of AI disruption have set up a buying opportunity in Cloudflare (NYSE: NET) stock that may quickly evaporate, as the Q4 2025 results and 2026 guidance were robust. AI is disrupting the

Shopify Defies Logic: AI Disruption Is a Good Thing
Shopify Defies Logic: AI Disruption Is a Good Thing

Shopify’s (NASDAQ: SHOP) Q4 2025 earnings report is a thing of beauty, revealing that AI disruption is a good thing, at least for companies positioned to monetize it as effectively. Shopify, a

Dynatrace’s Earnings Win Makes One Thing Clear: This Software Is Essential:
Dynatrace’s Earnings Win Makes One Thing Clear: This Software Is Essential

In a market sector recently defined by volatility and skepticism, Dynatrace (NYSE: DT) has effectively separated itself from the pack. While many software companies struggle to justify their

Vertiv Earnings Prove the AI Infrastructure Boom Is Intact
Vertiv Earnings Prove the AI Infrastructure Boom Is Intact

If there’s an AI bubble, the memo never got to Vertiv (NYSE: VRT) or the companies with which it does business. The company delivered an earnings report and guidance that shows demand for its

Simpson Manufacturing: A Mid-Cap Rally With New Highs in Sight
Simpson Manufacturing: A Mid-Cap Rally With New Highs in Sight

Simpson Manufacturing (NYSE: SSD) is a mid-cap stock in rally mode and on track to set fresh all-time highs this year. While 2026 growth is expected to be tepid, the company’s earnings quality is