Latest / Bull Market Conversations with Fexingo: Rallies, Momentum, and Riding Market Strength
How Cloud Stocks Are Carrying This Bull Market
The S&P 500 is pushing toward eight thousand, but the real action is hiding in plain sight: cloud infrastructure names like Cloudflare, Datadog, and CrowdStrike are posting double-digit weekly gains while the broader index crawls. In this episode, Lucas and Luna dig into why this rotation is happening, what it says about the AI trade maturing, and whether the cloud rally has legs or is just another momentum trap. They break down the numbers—Cloudflare up ten percent in five days, Datadog up seven—and connect it to the shift from AI hype to AI monetization. With the Fed holding rates steady…
The skinny
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