Whetstone Capital Advisors sold its entire position of 79,172 shares in monday.com (worth ~$15.3 million) in Q4 2025. The sale follows monday.com's 76.8% stock decline over the past year, underperforming the S&P 500 by 89.7 percentage points. The exit reflects broader concerns about SaaS companies facing displacement by AI solutions at lower costs.

Cloudflare and Mastercard announced a strategic partnership to develop cybersecurity tools for small businesses and critical infrastructure. The collaboration combines Mastercard's attack-surface monitoring with Cloudflare's Application Security portfolio. Despite the positive partnership news, Cloudflare shares face headwinds from the underperforming technology sector, which is ranked last among 11 sectors.

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.

The article argues that while AI will disrupt certain software segments, companies with deeply embedded infrastructure, network effects, and high switching costs are resilient. Cloudflare, AppLovin, and MongoDB are highlighted as software businesses positioned to benefit from AI rather than be disrupted by it, offering durable growth opportunities after recent market selloffs.

Cloudflare's Q4 2025 results and 2026 guidance show robust growth accelerated to 33.6% YOY, driven by increased demand from AI agents requiring its secure network services. The company reported record deal pace, 55% increase in adjusted net income, and doubled free cash flow. Analysts maintain a Moderate Buy rating with consensus price targets pointing toward $300, suggesting potential $75-$150 upside in coming quarters.

Cloudflare stock surged over 6% after reporting strong Q4 earnings with 34% year-over-year revenue growth to $614.5 million, driven by AI adoption. The company projects 29% revenue growth to $2.79 billion in 2026 and raised earnings guidance to $1.12 per share, with CEO Matthew Prince emphasizing the company's positioning for the 'Agentic Internet' era.

With 59% of S&P 500 companies reported, Q4 2025 shows 13% EPS growth and 8.8% revenue growth. Big Tech's massive capex spending on AI infrastructure ($185B for Alphabet, $200B for Amazon) has sparked concerns about free cash flow sustainability and SaaS disruption from AI agents. This week's earnings focus shifts to semiconductor and software companies to assess whether AI spending benefits the broader ecosystem or threatens traditional business models.

Palantir Technologies has reinvented itself as an AI-focused enterprise software company, expanding beyond its defense roots into healthcare, financial services, and manufacturing. The company reported impressive 2025 results with 56% revenue growth and $1.6 billion in net income. However, its P/S ratio of 103 is significantly higher than peers, making valuation a concern. The analyst recommends dollar-cost averaging into the stock rather than making a large bet, positioning it as a compelling AI opportunity outside the Magnificent Seven.

U.S. stock futures showed mixed performance on Tuesday as President Trump announced fresh tariffs against South Korea. The S&P 500 and Nasdaq gained slightly while the Dow slipped. Key movers included UnitedHealth and Humana declining on healthcare policy concerns, Cloudflare surging on AI excitement, and Nucor falling after missing earnings estimates. The Federal Reserve begins its policy meeting with markets expecting rates to remain unchanged.

Natural gas surged over 30% to above $6/MMBtu due to Winter Storm Fern, marking the largest weekly gain ever for a Nymex contract. Silver jumped 13% to $116/oz, its best day since 2008, while gold rose 2.2% to $5,100. U.S. equities gained modestly with the S&P 500 and Nasdaq up 0.7%, driven by technology and mining stocks. Dollar weakness supported the commodity rally.

CoreWeave (CRWV) surged 12.22% to $89.93 on January 12, 2026, following CEO Michael Intrator's podcast commentary addressing concerns about GPU lifespan. The cloud-based GPU infrastructure provider for AI workloads benefited from new analyst coverage and plans to integrate Nvidia's next-generation Rubin AI architecture. The broader market saw modest gains with the S&P 500 up 0.15% and Nasdaq up 0.26%, while cloud infrastructure peers also gained ground.

Miggo Security's study reveals significant vulnerabilities in Web Application Firewalls (WAFs), highlighting that 52% of exploits bypass default security rules. The research emphasizes the need for AI-powered, runtime-intelligent security solutions to mitigate emerging cyber threats.