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Digital Infrastructure

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Analysis of firms enabling cloud computing, data centers, and digital connectivity solutions.

Teradata Undervalued vs. Snowflake and Set for Explosive EPS Growth

Financial Analysis Gwilym McGrew -
SAN DIEGO, CA — January 9, 2026 — In the dynamic and fiercely competitive landscape of enterprise data analytics, the past five years have...

Cloudflare Stock: Persistent Losses Raise Sell Signals Despite Growth Momentum

Financial Analysis Gwilym McGrew -
SAN FRANCISCO, CA – July 27, 2025 – Cloudflare, Inc. (NYSE: NET), a prominent force in the connectivity cloud sector, continues to draw investor...

VeriSign’s Q2 2025 Earnings: Strong Performance Overshadowed by Valuation Concerns and a ‘Consider Selling’ Outlook

Financial Analysis Gwilym McGrew -
RESTON, VA – July 26, 2025 – VeriSign, Inc. (VRSN), the global leader in domain name registry services, recently unveiled its second-quarter 2025 financial...

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