Chelsea were facing the prospect of becoming the first team in English football history to lose seven consecutive league matches heading into an FA Cup final when they fell 1-0 behind at Anfield, but they found a way out.
Chelsea were facing the prospect of becoming the first team in English football history to lose seven consecutive league matches heading into an FA Cup final when they fell 1-0 behind at Anfield, but they found a way out.
narvo vexar/iStock via Getty Images Setting The Stage When I read most of the analyses on Fastly, Inc. ( FSLY ), something very common is the bears discussing a CDN company in a commoditizing market squeezed between AWS CloudFront and Cloudflare. Which leads to it losing large customers and struggling to grow revenue above 10% in 2024. I would agree with their narrative as of 2024 and not over the...
narvo vexar/iStock via Getty Images Setting The Stage When I read most of the analyses on Fastly, Inc. ( FSLY ), something very common is the bears discussing a CDN company in a commoditizing market squeezed between AWS CloudFront and Cloudflare. Which leads to it losing large customers and struggling to grow revenue above 10% in 2024. I would agree with their narrative as of 2024 and not over the last four quarters. Seeing what Fastly reported in Q1 2026, I find it to be materially a different story from what the bears are telling. In Q1, revenue came in at about $173 million approximately a 20% YoY growth. This was not just a double digit growth rate, it was among the highest growth rates the company has registered in the last three years. Its Security revenue of about $38.8 million marked a YoY growth of about 47% being the 4 th consecutive quarter of accelerating growth. Elsewhere, net retention rate soared to 113% up from 100% a year ago with RPO revenue pipeline growing by 63% YoY to $369 million. Given these numbers, I don’t think this is a company drifting towards commoditization. It is a company that has found its next action. I mean, the edge as the delivery, security and inference layer for the AI internet. The company trades at about $20.50 following post earnings pullback which I view as a valuation recalibration rather than a thesis breaker. As such, I rate the stock a buy with an estimated fair value of $30. The Macro Len: Contextualizing The Market & Industry From where I sit, I see the internet being restructured . For close to three decades the dominant architecture was centralized. That is to say largely data was processed in large cloud data centers, delivered to users via CDN pipes. With the onset and ongoing evolution of AI, the rules are being redefined. Inference workloads are latency sensitive, bandwidth-intensive and increasingly happening at scale. Coresite On the other side of the world, processing a user’s AI query in a data center intro...
Applied Digital (NASDAQ: APLD) just added a massive AI infrastructure catalyst with its $7.5 billion hyperscaler deal, pushing contracted revenue above $23 billion. The upside story is getting stronger, but the stock's huge rally, rising debt load, and execution demands make this one of the most important AI infrastructure stories to watch. Stock prices used were the market prices of May 5, 2026. ...
Applied Digital (NASDAQ: APLD) just added a massive AI infrastructure catalyst with its $7.5 billion hyperscaler deal, pushing contracted revenue above $23 billion. The upside story is getting stronger, but the stock's huge rally, rising debt load, and execution demands make this one of the most important AI infrastructure stories to watch. Stock prices used were the market prices of May 5, 2026. The video was published on May 8, 2026. Continue reading
Sri Lankan authorities arrested a senior Buddhist monk on Saturday for the alleged sexual abuse of an underage girl, police said, marking the highest-profile case involving clergy in the country. Pallegama Hemarathana, 71, was arrested at a private hospital in the capital Colombo where he had sought treatment over the weekend amid an investigation into the alleged abuse of the 11-year-old girl in ...
Sri Lankan authorities arrested a senior Buddhist monk on Saturday for the alleged sexual abuse of an underage girl, police said, marking the highest-profile case involving clergy in the country. Pallegama Hemarathana, 71, was arrested at a private hospital in the capital Colombo where he had sought treatment over the weekend amid an investigation into the alleged abuse of the 11-year-old girl in 2022. The crime is alleged to have taken place at a highly venerated temple in Anuradhapura, around...
I can tell you with 100% certainty that the U.S. economy will go through a recession. And that the stock market will fall into a bear market. The problem is that I can't tell you when either of those two things will happen, though it is likely they'll happen at the same time. As an investor, you have to be ready to suffer through completely normal pullbacks like these. Here's a way to prepare if y...
I can tell you with 100% certainty that the U.S. economy will go through a recession. And that the stock market will fall into a bear market. The problem is that I can't tell you when either of those two things will happen, though it is likely they'll happen at the same time. As an investor, you have to be ready to suffer through completely normal pullbacks like these. Here's a way to prepare if you are worried about a recession and/or a bear market in 2026. Think about your life and the things you spend money on. If there is a recession, will you stop using electricity? Will you stop buying food? The answer is likely no to each of these, which is why utilities and consumer staples companies tend to hold up well even in the face of economic and market adversity. That said, are you likely to run out and buy a new car if you are worried about the economy? The answer is likely no, which is why automakers tend to perform weakly during recessions. Image source: Getty Images. Continue reading
Nvidia (NASDAQ: NVDA) has long been considered the ultimate artificial intelligence (AI) stock to buy. Why? Because the company is the maker of the key element needed for the most crucial AI tasks: the chip for the training and inference of large language models. Others also make AI chips, but Nvidia's graphics processing units (GPUs) offer the highest performance, making them the most sought-afte...
Nvidia (NASDAQ: NVDA) has long been considered the ultimate artificial intelligence (AI) stock to buy. Why? Because the company is the maker of the key element needed for the most crucial AI tasks: the chip for the training and inference of large language models. Others also make AI chips, but Nvidia's graphics processing units (GPUs) offer the highest performance, making them the most sought-after on the market. All of this has translated into surging revenue growth quarter after quarter. In the latest full year, Nvidia's revenue jumped 65% to $215 billion, a record level. And stock performance has followed, with the shares climbing 1,300% over the past five years. In spite of this stellar performance, you may be wondering if Nvidia is still the best stock to buy. After all, other tech companies have been innovating in the field and growing their products and services. One in particular, a chip and networking innovator, stands out. So right now is a great time to ask the following question: Is Nvidia still the best AI stock to buy in 2026 -- or is this challenger? Continue reading
Dutch Bros Q1 Earnings: The Newest Starbucks Rival Faces Its First Big Reality CheckDutch Bros (NYSE:BROS) reported stronger-than-expected first-quarter results and raised its full-year outlook, with management citing sustained transaction growth, food rollout momentum, beverage
Dutch Bros Q1 Earnings: The Newest Starbucks Rival Faces Its First Big Reality CheckDutch Bros (NYSE:BROS) reported stronger-than-expected first-quarter results and raised its full-year outlook, with management citing sustained transaction growth, food rollout momentum, beverage
Italy 33-61 England Packer scores four to set up possible France showdown Marlie Packer may have made her England debut 18 years ago but she is playing some of her best rugby with the openside flanker once again key as the Red Roses set up a potential grand slam showdown against France next Sunday. The former England captain has won back the starting shirt because of the unavailability of other pl...
Italy 33-61 England Packer scores four to set up possible France showdown Marlie Packer may have made her England debut 18 years ago but she is playing some of her best rugby with the openside flanker once again key as the Red Roses set up a potential grand slam showdown against France next Sunday. The former England captain has won back the starting shirt because of the unavailability of other players after falling down the pecking order in the international setup. At the World Cup last year Packer only played one match, which came against Samoa in the pool stage. She has said she will be there for the team that “means so much” to her in whatever capacity she is needed by the head coach, John Mitchell, but is proving she can still do more than a good job in a white shirt. The 36-year-old scored four tries in sunny Parma and also brought her leadership experience too. She played in her 116th game against Italy with the other two back-rowers both having less than 10 caps. Continue reading...
England veteran flanker Marlie Packer scores four tries to help the Red Roses thrash Italy in Parma and remain on course for an eighth straight Women's Six Nations title.
England veteran flanker Marlie Packer scores four tries to help the Red Roses thrash Italy in Parma and remain on course for an eighth straight Women's Six Nations title.
Denver International Airport said the person had jumped a fence and dashed into the aircraft's path minutes before being struck. (Image credit: David Zalubowski)
Denver International Airport said the person had jumped a fence and dashed into the aircraft's path minutes before being struck. (Image credit: David Zalubowski)