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Cloudflare: Flawless Execution Meets Mathematically Impossible Valuation (NYSE:NET)

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Cloudflare: Flawless Execution Meets Mathematically Impossible Valuation (NYSE:NET)

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Julian Lin is a financial analyst. He finds undervalued companies with secular growth that appreciate over time. His approach is to look for companies with strong balance sheets and management teams in sectors with long growth runways.
Julian is the leader of the investing group Best Of Breed Growth Stocks where he only shares positions in stocks which have a large probability of delivering large alpha relative to the S&P 500. He also combines growth-oriented principles with strict valuation hurdles to add an additional layer to the conventional margin of safety. Features include: exclusive access to Julian’s highest conviction picks, full stock research reports, real-time trade alerts, macro market analysis, individual industry reports, a filtered watchlist, and community chat with access to Julian 24/7. Learn more.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Pearl Diver Credit: Preferred Stock Is The Way To Go (NYSE:PDCC)

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Pearl Diver Credit: Preferred Stock Is The Way To Go (NYSE:PDCC)

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The Investment Doctor is a financial writer, highlighting European small-caps with a 5-7 year investment horizon. He strongly believes a portfolio should consist of a mixture of dividend and growth stocks.
He is the leader of the investment group European Small Cap Ideas which offers exclusive access to actionable research on appealing Europe-focused investment opportunities not found elsewhere. The a focus is on high-quality ideas in the small-cap space, with emphasis on capital gains and dividend income for continuous cash flow. Features include: two model portfolios – the European Small Cap Ideas portfolio and the European REIT Portfolio, weekly updates, educational content to learn more about the European investing opportunities, and an active chat room to discuss the latest developments of the portfolio holdings. Learn more.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Allegations against ICC war crimes prosecutor still under review despite report he was cleared

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Allegations against ICC war crimes prosecutor still under review despite report he was cleared


Allegations against ICC war crimes prosecutor still under review despite report he was cleared

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DoorDash: Order Acceleration Defies A Weaker Macro

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DoorDash: Order Acceleration Defies A Weaker Macro

DoorDash: Order Acceleration Defies A Weaker Macro

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Driven Brands earnings ahead: Can investors trust the numbers?

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Driven Brands earnings ahead: Can investors trust the numbers?

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IDEAYA delays darovasertib trial results to mid-April

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IDEAYA delays darovasertib trial results to mid-April

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10 Rising AI-Related Jobs Transforming Australia’s Workforce in 2026

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Commonwealth Bank Leads by Assets and Market Cap

Artificial intelligence is reshaping Australia’s job market at an unprecedented pace, with technical and strategic AI roles leading the charge as the fastest-growing opportunities in 2026. LinkedIn’s annual “Jobs on the Rise” report, released in January and based on millions of job postings and hires from 2023 to mid-2025, places AI Engineer at the top spot, highlighting a surge in demand driven by businesses accelerating AI adoption for productivity, automation and competitive advantage.

SYDNEY
SYDNEY

The report underscores that AI literacy has become the most sought-after skill across industries, with eight in ten global leaders preferring candidates proficient in AI tools even over those with more traditional experience. In Australia, this shift is creating high-paying roles in tech hubs like Sydney, Melbourne and Brisbane, while also spawning emerging positions in generative AI, ethics, deployment and strategy.

Here are 10 of the most prominent rising AI-related jobs in Australia for 2026, drawn from LinkedIn data, industry analyses and recruitment trends:

  1. AI Engineer (also known as Machine Learning Engineer) Tops LinkedIn’s 2026 list as the fastest-growing role nationwide. These professionals design, build and deploy AI systems that analyze data, recognize patterns and make predictions. Key skills include Large Language Models (LLM), LangChain and Retrieval-Augmented Generation (RAG). Demand is highest in technology, IT services and consulting sectors, with strong hybrid and remote options. Salaries often range from $165,000 to $250,000 annually, per Hays recruitment data.
  2. Director of Artificial Intelligence Ranked fourth on LinkedIn’s rising jobs list, this C-suite position oversees AI strategy, team leadership and implementation across organizations. As companies embed AI into products, operations and innovation, executives with this expertise command packages around $250,000 or more, reflecting the strategic priority of AI upskilling at board level.
  3. LLM/Generative AI Engineer A rapidly expanding niche focused on fine-tuning large language models, building retrieval-augmented systems and ensuring safety in generative applications like chatbots and content creation. This role demands high compute resources and expertise in rapid iteration, making it one of the highest-growth and best-compensated technical positions in AI.
  4. AI Solutions Architect These specialists design scalable AI infrastructures, integrating models into enterprise systems while addressing compliance, security and performance. Demand surges as businesses move beyond pilots to production environments, particularly in finance, healthcare and government.
  5. MLOps Specialist / AI Platform Engineer Responsible for the operational side of AI — building pipelines, managing deployment, monitoring models and ensuring reliability at scale. As teams shift from experimentation to ecosystems of AI tools, MLOps roles bridge development and production, with strong demand in cloud-heavy Australian firms.
  6. AI Adoption & Enablement Manager Focuses on organizational change: training staff, driving AI tool integration and measuring adoption impact. This hybrid role combines technical knowledge with change management, helping workplaces transition amid AI disruption.
  7. Prompt Engineer / AI Specialist Experts in crafting effective prompts for LLMs to optimize outputs for business needs, from content generation to decision support. A lower-barrier entry point into AI, it’s growing fast as non-technical teams leverage generative tools.
  8. AI Ethics & Governance Specialist / Compliance Officer With Australia’s developing AI regulations and global ethical concerns, these roles ensure responsible deployment, bias mitigation and alignment with laws. Rising demand stems from risk management needs in high-stakes sectors.
  9. Data Scientist (with AI focus) While broader, the role increasingly incorporates advanced AI techniques for insights and forecasting. Australian employers seek those blending statistical modeling with LLM integration for actionable business outcomes.
  10. AI Trainer / Data Annotator Entry-to-mid-level positions involving labeling data, fine-tuning models for Australian contexts (accents, culture) and quality assurance. Essential for improving model accuracy, these roles support the foundational layer of AI development.

The boom reflects broader trends: organizations prioritize AI to combat skills shortages and boost efficiency, even as concerns about job displacement persist. Reports indicate potential for net job creation, though transitions require upskilling support. LinkedIn notes AI-related postings have exploded, with flexibility (hybrid/remote) common in many roles.

Experts emphasize that while AI automates routine tasks, it elevates demand for human-AI collaboration skills. Workers transitioning from software engineering, data roles or even non-tech fields benefit from targeted learning in tools like prompt engineering or model basics.

As Australia aims for a competitive edge in the global AI economy, these 10 roles represent prime opportunities for career growth in 2026. Job seekers are urged to build AI proficiency through courses, certifications and hands-on projects to capitalize on the surge.

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I Am Swimming In Dividends: 2 Top Picks For You

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I Am Swimming In Dividends: 2 Top Picks For You

I Am Swimming In Dividends: 2 Top Picks For You

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Foreign investors dump Rs 88,000 crore in March; 2026 outflows cross Rs 1 lakh crore

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Foreign investors dump Rs 88,000 crore in March; 2026 outflows cross Rs 1 lakh crore
Foreign investors have pulled out Rs 88,180 crore (about USD 9.6 billion) from Indian equities so far this month, weighed down by escalating tensions in West Asia, a weakening rupee and concerns over the impact of elevated crude oil prices on India’s growth and corporate earnings.

The sharp sell-off follows a strong rebound in February, when foreign portfolio investors (FPIs) pumped in Rs 22,615 crore, the highest monthly inflow in 17 months, according to NSDL data.

With the latest withdrawals, total FPI outflows have crossed the Rs 1 lakh crore-mark so far in 2026.

In March (till March 20), FPIs have remained net sellers on every trading day, offloading equities worth Rs 88,180 crore in the cash market. However, the outflow is still lower than the record monthly exodus of Rs 94,017 crore seen in October 2024.

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Market participants attributed the sustained selling pressure to global macroeconomic headwinds and heightened geopolitical uncertainty.


Vaqarjaved Khan, Senior Fundamental Analyst at Angel One, said the primary trigger has been the sharp escalation in Middle East tensions, with fears of prolonged conflict and potential disruption to the Strait of Hormuz pushing Brent crude above USD 100, fuelling a classic risk-off move.
He added that the trend has been exacerbated by the rupee hovering near Rs 92 against the US dollar, elevated US bond yields, profit-booking after the February inflows, and mixed Q4 earnings outlook indicating margin pressures in key sectors.Himanshu Srivastava, Principal Manager Research at Morningstar Investment Research India, said the rising US Treasury yields as another key driver.

Higher yields have improved the relative attractiveness of dollar-denominated assets, prompting capital to move away from emerging markets like India. This shift is typically accompanied by a stronger dollar and tighter global liquidity, further dampening sentiment towards emerging market equities.

Echoing similar concerns, V K Vijayakumar, Chief Investment Strategist at Geojit Investments, said the conflict in West Asia has intensified FPI selling.

He noted that weakness in global equity markets, continued rupee depreciation and worries over the impact of high crude prices on India’s growth and earnings have all weighed on investor sentiment.

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Sectorally, financial services bore the brunt of the selling, with FPIs offloading shares worth Rs 31,831 crore during the fortnight ended March 15.

Looking ahead, analysts expect the near-term outlook to remain cautious.

Khan said continued volatility in oil prices or further escalation in geopolitical tensions could sustain outflows. However, any signs of de-escalation, strong support from domestic institutional investors (DIIs), or positive earnings surprises may help stabilise markets and trigger selective buying.

According to Vijayakumar, a reversal in FPI flows is likely only once geopolitical tensions ease and broader market stability returns.

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Rising Star Coach Set to Lead Providence Friars After USF Success

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Bryan Hodgson

Bryan Hodgson, the fast-rising American college basketball coach, is finalizing a move to become the head coach at Providence College, sources confirmed Sunday, capping a whirlwind year that saw him lead South Florida to its first NCAA Tournament appearance in 14 years before drawing interest from multiple programs.

Bryan Hodgson
Bryan Hodgson

The 38-year-old Hodgson has quickly established himself as one of the most sought-after young head coaches in Division I men’s basketball. After turning down Syracuse earlier this month and reportedly weighing options including staying at USF with a lucrative retention offer, he has signed a deal with the Big East’s Providence Friars, per multiple reports including ESPN’s Pete Thamel and USA Today. An official announcement is expected soon, with an introduction slated for Tuesday.

Here are five essential things to know about Bryan Hodgson as he prepares to take over one of the Northeast’s storied programs:

  1. Rapid Rise from Assistant to Head Coach Hodgson began his coaching career after a modest playing stint at Jamestown Community College and SUNY Fredonia, where he earned a bachelor’s degree in 2011. He started as an assistant at his junior college alma mater before joining Nate Oats’ staff at the University at Buffalo (2010-2013, then later 2015-2019) and Alabama (2019-2023). Known as one of the nation’s elite recruiters, he helped Oats build high-major talent pipelines. His first head coaching job came at Arkansas State in 2023, where he posted consecutive 20-win seasons (45-28 overall), earning acclaim as one of the top first-year coaches in 2023-24. In March 2025, he moved to South Florida, replacing the late Amir Abdur-Rahim.
  2. Immediate Success at South Florida in 2025-26 In his lone season with the Bulls, Hodgson engineered a remarkable turnaround, guiding USF to a 25-9 record, the American Athletic Conference regular-season and tournament titles, and the program’s first NCAA Tournament berth since 2012. The Bulls earned an 11-seed and pushed No. 6 Louisville to the brink in the first round before falling short. The run included an 11-game win streak and highlighted Hodgson’s up-tempo, efficient style emphasizing high-percentage shots and strong defense. His 25-9 mark boosted his career head coaching record to 70-37 (.654) across Arkansas State and USF.
  3. Emotional NCAA Tournament Homecoming The Bulls’ March Madness appearance carried deep personal significance for Hodgson, a native of Olean, New York. The first-round game in Buffalo was just 60 miles from his hometown, allowing his father — who has dementia — to attend in person for what may have been one of the last opportunities to watch his son coach live. Hodgson spoke openly about his upbringing, family challenges and the full-circle moment, blending painful memories with joy. The experience underscored his roots in Western New York and added emotional weight to his debut tournament run.
  4. Hot Commodity on the Coaching Carousel Hodgson’s success made him a prime target amid the 2026 offseason openings. He reportedly turned down Syracuse (after its coaching change) despite being a top candidate and strong ties to the region. USF countered with a significant financial package to retain him, but Providence prevailed. The Friars, seeking stability and a return to Big East prominence after recent transitions, view Hodgson’s recruiting prowess, offensive innovation and ability to elevate mid-major programs as ideal fits. His quick moves — three schools in three seasons — reflect ambition and market demand for proven winners.
  5. Personal Story of Resilience and Family Hodgson’s journey includes overcoming adversity. Adopted and raised in a challenging environment, he credits mentorship and perseverance for his path. A phone call that redirected his career toward coaching proved pivotal. He holds a master’s in education from the University of the Southwest (2015) and emphasizes leadership, player development and culture-building. Off the court, he maintains an active presence on social media (@coachbryanhodgson on Instagram), sharing insights from Tampa during his USF tenure.

As Hodgson transitions to Providence, expectations are high. The Friars seek to capitalize on his track record of quick rebuilds and tournament success. His up-tempo philosophy, rooted in Oats’ influence, could energize the program amid the evolving college basketball landscape of NIL deals, transfer portal dynamics and conference realignments.

For fans in Providence and beyond, Hodgson’s arrival signals fresh optimism. His story — from small-town roots to high-profile hires — embodies the merit-based rise possible in modern coaching. With the deal signed, all eyes turn to his introductory press conference and plans for the 2026-27 season.

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Sebi board to consider FPI settlement norms ease, intermediary reforms on Monday

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Sebi board to consider FPI settlement norms ease, intermediary reforms on Monday
Markets regulator Sebi board is set to meet on Monday to deliberate on a wide-ranging agenda, including a proposal to ease fund settlement norms for foreign portfolio investors (FPIs), and changes to regulatory frameworks for market intermediaries, people familiar with the matter said.

A key item on the agenda is a proposal to allow Foreign Portfolio Investors (FPIs) to net funds for same-day cash market trades, instead of settling each trade individually.

Under the existing framework, an FPI needs to settle equity cash market trades on a gross basis, funding each purchase transaction independently of any sale transactions, even on the same day.

Sebi has proposed permitting “netting of funds”, which would allow FPIs to use proceeds from same-day sales to offset purchase obligations, thereby requiring them to meet only the net payable amount.

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The move is aimed at enhancing operational efficiency and reducing the cost of funding for them, especially on index rebalancing days. Also, it is expected to minimise forex-related costs arising from timing mismatches between inflows and outflows.


The proposal follows concerns that the current gross settlement system imposes additional funding requirements on FPIs for at least one extra day, increasing transaction costs.
This will be the fifth board meeting chaired by Sebi Chairman Tuhin Kanta Pandey since he assumed office on March 1, 2025.Apart from FPI-related reforms, the board will review a series of governance and regulatory proposals. These include a comprehensive overhaul of the “fit and proper person” criteria for market intermediaries, to enhance procedural clarity and fairness, the people familiar with the matter said.

Under this, Sebi is considering a proposal to abolish the reference to initiation of winding-up proceedings as a disqualification in a bid to ensure that only a final winding-up order, and not mere initiation of proceedings, is considered while assessing whether a person is fit and proper.

Also, the regulator is looking to explicitly include the right to a hearing in the rules. Although the practice of giving a reasonable opportunity of being heard already exists, it has been proposed to be clearly stated in the rules to remove any procedural ambiguity.

The board will also take up ease-of-doing business proposals related to real estate investment trusts (REITs) and infrastructure investment trusts (InvITs).

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Another significant agenda item is the consideration of a report submitted by a high-level panel on conflict of interest and transparency, they added.

The regulator will discuss the panel’s report, which proposes comprehensive reforms to bring in transparency by way of greater disclosure and a “zero-tolerance” culture to address conflict of interest of top officials of Sebi.

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