EARNINGS ALERT: NET

George Tsilis joins Marley Kayden and Sam Vadas to examine Cloudflare's (NET) plummet after a 1Q earnings beat. George says it was "not enough" as momentum and valuation may have hurt the stock going into the report. He says the gross margin figures could be something to monitor moving forward following a miss by 300 basis points. With shares falling dramatically after the report, George says a bit of "rug pull" could be underway.

Market On Close

07 May 2026

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