The Supreme Court ruled 6-3 that President Trump's sweeping global tariffs were unconstitutional, finding that the International Emergency Economic Powers Act does not authorize the president to impose tariffs without clear congressional authorization. The decision triggered a sharp rally across U.S. equities, with 10 stocks posting significant gains following the ruling that invalidates tariffs that had reached up to 145% on some products.

Fastly surged 13.87% on Friday following record Q4 earnings and stronger 2026 guidance, driven by growing AI cloud partnerships and agentic AI workloads. The company reported 23% YoY revenue growth to $172.6M and positive adjusted EPS of $0.12. Peers Cloudflare and Akamai Technologies also gained as investors recognize AI-driven edge traffic opportunities in the infrastructure sector.

Fastly stock surged 72% after reporting Q4 revenue of $172.6 million (23% YoY growth) and adjusted EPS of $0.12, double Wall Street expectations. The company's edge computing platform is benefiting from increased demand for AI-powered services. Management projects 14% revenue growth to $710 million in 2026, with AI expected to be a continued tailwind.

U.S. stock futures rose on Thursday following a strong January jobs report showing 130,000 jobs added, exceeding expectations. The report dampened rate cut expectations, with markets pricing in only a 6% chance of a March rate cut. Key movers include Micron (up 3.3%), Novocure (up 33% on FDA approval), and Fastly (up 43% on strong earnings), while AppLovin fell 4.95% despite beating expectations.

Fastly stock surged 26.10% to $11.75 in extended trading after beating Q4 earnings expectations with EPS of 12 cents versus 6 cents estimate and revenue of $172.61 million versus $161.36 million estimate. The company also issued strong fiscal 2026 guidance with adjusted EPS of 23-29 cents and revenue of $700-720 million, both above analyst expectations. CEO Kip Compton highlighted record revenue, gross margin, and operating profit, with AI cited as a future growth tailwind.

Anthropic's launch of Claude Cowork, an AI tool designed to replace multiple software tools, triggered a significant sell-off in SaaS stocks. Software companies like Shopify, Monday.com, and Fastly dropped 15-23%, similar to the market's reaction to DeepSeek last year. However, analysts suggest the impact varies by company type—mission-critical, deeply integrated software providers are better positioned to weather AI disruption than single-function tools. Meanwhile, January job data showed the lowest openings since 2020 and highest layoffs since 2009, though unemployment remains historically average.

KeyBanc analyst Jackson Ader upgraded Fastly and Akamai, highlighting their potential for growth in security and compute services, with positive outlook for 2026.

The cybersecurity landscape is evolving with quantum computing threats, prompting companies to develop quantum-safe encryption solutions and secure communication platforms to protect against emerging cyber risks.

Kuehn Law is investigating potential breaches of fiduciary duties by Fastly's officers and directors, alleging misrepresentations about the company's growth, market share, and financial prospects.

The Motley Fool highlights Fastly and Monday.com as potentially overlooked growth stocks with investment potential, suggesting investors consider these companies beyond mainstream market options.

The article discusses the stocks that the author has bought during the first five months of 2025, including Pfizer, PubMatic, Sirius XM, Intel, BioMarin Pharmaceutical, and Fastly. The author believes these stocks are undervalued and have long-term growth potential.

The global cloud computing market is expected to nearly double by 2028, and companies providing cloud infrastructure services stand to benefit. This article examines three such companies - Applied Digital, Couchbase, and Fastly - to assess their potential as investment opportunities.