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We came across a bullish thesis on Cloudflare, Inc. on Expanse Stocks’s Substack by Nikotes. In this article, we will summarize the bulls’ thesis on NET. Cloudflare, Inc.’s share was trading at $195.85 as of February 13th. NET’s forward P/E was 169.49 according to Yahoo Finance. Jim Cramer Discusses President Trump & CoreWeave (CRWV) everything possible/Shutterstock.com Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. NET delivered a standout fourth quarter of 2025, with revenue growth re-accelerating to 34% year over year and new annual contract value bookings surging nearly 50%, signaling that the company’s multi-year go-to-market restructuring is translating into tangible momentum. Management, led by CEO Matthew Prince, highlighted record enterprise wins, including…

Key PointsGunnar Gudlaugsson, Executive Vice President of Global Operations at Century Aluminum (NASDAQ:CENX), a global producer of primary aluminum products, reported a sale of 43,000 shares of common stock on Feb. 25, 2026, according to a SEC Form 4 filing. Transaction summaryMetricValueShares traded (direct)43,000Transaction value$2.3 millionPost-transaction shares (direct)136,393Post-transaction value (direct ownership)$7.2 millionTransaction value based on SEC Form 4 reported price ($54.10); post-transaction value based on Feb. 25, 2026 market close ($53.02). Key questionsHow does this sale compare to Gudlaugsson Gunnar’s prior open-market transactions?This 43,000-share sale is Gunnar’s largest to date, well above his historical median of 31,500 shares per sale…

Interception attempts are made by Israel as missiles are launched from Iran, following Israeli and U.S. strikes on Iran, in Jerusalem March 1, 2026. Ammar Awad | ReutersAsia-Pacific markets tumbled Monday as the conflict between Iran and U.S.-Israel escalates, following the death of Iranian Supreme Leader Ayatollah Ali Khamenei, raising concerns over energy supplies.U.S. President Donald Trump said Sunday that combat operations in Iran will continue after three U.S. servicepersons were killed.Oil futures jumped by over 8%, with West Texas Intermediate futures and Brent last trading at $72.52 and $79.04 per barrel, respectively. Gold futures jumped 2.3% as investors piled…

Oil prices soared as much as 13 per cent on Monday in Asia as Donald Trump said the US would keep pounding Iran and traders braced for further disruption to global energy supplies.Brent crude, the international benchmark, rose to $82.37 a barrel at the open, its highest price in more than a year, before trimming its gains to 9 per cent. US oil futures rose 9 per cent to more than $72 a barrel.Futures tracking the S&P 500 and the Nasdaq 100 indicated the indices would drop 1 per cent when Wall Street reopens on Monday. The price of gold…

Former US Energy Secretary Ernest Moniz speaks on Bloomberg TV about the risk of Iranian nuclear material being used for offensive purposes as the US continues its operations in Iran. (Source: Bloomberg)

Cotton futures are posting 30 to 40 point gains at Friday’s midday, with thing March down 81 points. Crude oil futures are up $1.58 per barrel on the day at $66.80. The US dollar index is down $0.135 at $97.605.Export Sales data from Thursday showed 8.75 million RB in cotton export commitments, down 9% from last year. That is 78% of USDA’s full marketing year export projection, behind the 91% average sales pace.  Don’t Miss a Day: From crude oil to coffee, sign up free for Barchart’s best-in-class commodity analysis.   The Seam showed sales of 6,467 bales sold on…

A federal judge in Manhattan has refused Binance’s bid to move a long-running securities lawsuit into private arbitration, allowing a class action alleging the exchange sold unregistered digital tokens to US investors to continue in court. Key Takeaways: A US judge rejected Binance’s attempt to force arbitration, allowing a class action over alleged unregistered token sales to proceed in court. The court found users were not properly notified of the 2019 terms and the arbitration clause could not apply retroactively. The ruling moves the case closer to addressing whether some tokens listed on Binance qualify as securities under US law.…

Block shares surge after CEO Jack Dorsey announces layoffs tied to AI-driven restructuring, signaling fintech efficiency shift toward smaller, automation-led teams.    FinTech moves fast. News is everywhere, clarity isn’t. FinTech Weekly delivers the key stories and events in one place. Click Here to Subscribe to FinTech Weekly’s Newsletter Read by executives at JP Morgan, Coinbase, BlackRock, Klarna and more.     Investors reacted sharply to a major restructuring announcement at financial technology company Block, sending its shares higher in premarket trading after the firm said it would cut more than 4,000 jobs and reorganize around artificial intelligence capabilities. The…

The US-Israeli war on Iran has ignited fears that escalating military aggression in the Middle East could send oil prices soaring, push up prices at the pump and drive a global economic downturn.The US began “major combat operations” in Iran on Saturday morning, shortly after Israel launched a strike against Tehran. Within hours of the US-Israeli strikes, Iran’s Revolutionary Guards reportedly warned tankers in the strait of Hormuz that no ship would be allowed to pass through the world’s most critical oil trade route.Iran has not formally confirmed a block on the narrow waterway, which would be an unprecedented escalation…

Oil jumps as US-Iran conflict escalates, disrupts shipping