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Market Impact: 0.45

1 AI Stock I Wouldn't Touch, and 1 I Absolutely Love

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Cloudflare is reporting impressive revenue growth but remains GAAP unprofitable because heavy stock-based compensation keeps the bottom line in the red. Apple struck a landmark deal with Alphabet to power its Siri overhaul using Google Gemini, a major AI partnership to upgrade Siri's capabilities. Both developments are company-specific catalysts likely to move the individual stocks involved rather than the broader market.

Analysis

Cloudflare is reporting impressive revenue growth but remains GAAP unprofitable because heavy stock-based compensation keeps the bottom line in the red. Apple struck a landmark deal with Alphabet to power its Siri overhaul using Google Gemini, a major AI partnership to upgrade Siri's capabilities. Both developments are company-specific catalysts likely to move the individual stocks involved rather than the broader market.

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