Latest / Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength

Why Cloudflare and Datadog Are Rallying Harder Than the Market
The Nasdaq Composite just hit a new all-time high on May 24, 2026, but not every stock is participating equally. In this episode of Bull Market Conversations, Lucas and Luna zoom in on two software names — Cloudflare and Datadog — that have surged over 7% in the last five days, while the broad market is up just 1%. They unpack what's driving the divergence: a rotation into high-growth infrastructure plays as enterprise cloud spending accelerates, and a flight to quality within the tech sector. Lucas walks through specific numbers — Cloudflare's 216 handle and Datadog's 222…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.