Latest / Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How the Bull Market Is Betting on Cloud Infrastructure as AI Competition Intensifies
Episode 144 of Bull Market Conversations: Lucas and Luna examine why cloud infrastructure stocks like Datadog (+8.1%) and Cloudflare (+3.1%) are rallying even as the broader market stumbles. With the S&P 500 down 1.2% over the past five days and the Nasdaq off 2.8%, the hosts discuss how GDP acceleration to 2.1% is fueling enterprise IT spending, while geopolitical tensions over China's AI dominance push investors toward companies that enable, rather than just sell, AI. They contrast this with the slide in growth ETFs like IWF (-3.8%) and ARKK (-4.4%), and explore what the shift means…
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