The stock market went up for a fourth consecutive day on Tuesday. AI-related stocks continued to lead gains during this holiday-shortened week. Meanwhile, the delayed third-quarter GDP report exceeded expectations, showing the U.S. economy expanded at a 4.3% annualized rate—well above the 3.3% forecast.
Overall, S&P 500 rose 0.5% to 6,910, while NASDAQ grew 0.6% to 23,562.
Tweet of the Day
I see a big year for AI datacenter buildouts in 2026. Just bought more NVIDIA $NVDA for clients today. It’s my #1 holding. https://t.co/LVY2wAHIKx
— David Sharek (@GrowthStockGuy) December 19, 2025
Chart of the Day
Here is the one-year chart of Cloudflare (NET) as of December 1, 2025, when the stock was at $197.
Website delivery network Cloudflare (NET) broke out to a new all-time high — above $250 — after earnings as the company reported strong revenue growth and rising profits. Last quarter, the company managed to deliver 35% profit growth on 31% revenue growth.
The stock jumped because Cloudflare is landing more big customers and growing faster than expected. Its AI platform is a major driver, with more companies using Cloudflare to run AI tasks and build new apps.
Cloudflare now have 4,009 large customers paying $100k+ annually, up 23% year-over-year. Revenue from these customers accounted for 73% of total revenue, up from 67% a year ago. Analysts expect profit growth to speed up, with estimates calling for 42% growth next quarter, and 56% growth the following quarter.
NET is part of our Growth Portfolio. It is a buy-and-hold stock for me.
