# Joseph Hogue, CFA and host of the Let's Talk Money YouTube channel, says that divergence is worth paying attention to.

*business · news · 2026-04-10 · Investing.com*

## Key points

- Cloudflare's global network now fronts 20% of the internet, enabling rapid expansion into AI edge computing.
- Datadog's Q4 2025 revenue reached $953 million with 603 customers paying over $1 million annually.
- Palo Alto Networks' non-GAAP operating margin expanded to 30.3%, rare profitability in cybersecurity.
- Thermo Fisher trades at a 4X price-to-sales ratio, below its five-year average of 5.2X.
- AT&T is converting 2.3% revenue growth into 8.5% earnings growth, indicating improved operational efficiency.

**Companies:** Cloudflare, Palo Alto Networks, Thermo Fisher, Datadog, AT&T
**Countries:** United States

[Read the full story on Investing.com](https://www.investing.com/analysis/the-market-is-selling-everything-but-these-5-stocks-arent-breaking-down-200678227)

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