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Jobs Negative 23,000. Cloudflare Up 16%. The Hormuz Is Getting Complicated

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Breakdown

0:00lesson

Labor data shows slowdown

  • ADP adds 44k jobs
  • ISM services contraction to 47.7
  • NFP drops 23k vs 80k expected
  • Labor participation rate 61.4
  • Unemployment 4.1%
1:56CLOU· ticker

Cloudflare AI revenue guidance

  • Revenue guidance to $2.87B
  • EPS guidance to $1.26
  • Stock jumps 16% pre-market
  • AI monetization via tools/security stack
  • Market favors AI over hyperscaler capex
1:57lesson

Hormuz geopolitical tensions

  • Oil struggles to drop below $82
  • Houthi attacks raise Gulf shipping concerns
  • Iran proposes 20% fee for hostile vessels
  • Red Sea tensions escalate with Houthi strikes
  • Market treats Hormuz talks as key energy story

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