NET Cuts Jobs for AI, TTD Slows, COIN Falls After Earnings

Cloudflare (NET) says it is slashing more than 1k jobs, something Diane King Hall reports is indicative of a shift to an agentic AI model. She reacts to the stock's plummet after a 1Q earnings beat before turning attention to another stock under pressure in The Trade Desk (TTD) admitting "there's not much to excite investors.