<div id="readability-page-1"><div><div>                                                                                                                                                <p>The stock market is so fixated on the AI hardware sector that strong results in other sectors failed to give it a lift. These are today’s picks.</p><p>HubSpot (HUBS) fell by 19% on May 9 after posting Q1 2026 results. Revenue grew by 23.4% Y/Y to $881 million. Furthermore, the GAAP operating income of $27.9 million is up from a $27.5 million loss last year. HubSpot raised its Q2 forecast. It expects total revenue growth of 18% Y/Y.</p><p>Synaptics (SYNA) jumped to a new high after posting quarterly results. In the third quarter, revenue grew by 10.4% Y/Y to $294.2 million. IoT product sales jumped by 31% Y/Y. For Q4, it expects $302.46 million in revenue. </p><p>Cloudflare (NET) wiped out its April 29 – May 7 rally last week. In the Q1 report, the firm said that it would cut 20% of its workforce. The company said that AI usage grew internally by 600%. The “massive” productivity gains justified cutting the middle layer and support roles.</p><p>Toast (TOST), an insurance company, slumped after posting results. Investors are dumping insurance companies regardless of their strong results. In Q1, revenue increased by 21.6% Y/Y to $1.63 billion. Its focus to shift from growth at any cost to growth and achieving profits is working.</p><p>Markets are worried that cost pressures in the near-term will hurt earnings. Cautious investors might consider Chubb (CB), Allstate (ALL), or Prudential (PRU) instead.<br/></p></div></div></div>

HUBS

SYNA

TOST

CLOU

<p>The stock market's focus on AI hardware has overshadowed strong results in other sectors. HubSpot (HUBS) saw a 19% drop despite a 23.4% revenue growth to $881 million and a raised Q2 forecast. Synaptics (SYNA) reached a new high with a 10.4% revenue increase to $294.2 million. Cloudflare (NET) announced a 20% workforce cut despite a 600% rise in AI usage. Toast (TOST) faced a slump despite a 21.6% revenue increase to $1.63 billion. Investors are advised to consider Chubb, Allstate, or Prudential due to near-term cost pressures.</p>

Baystreet

HubSpot

CloudFlare

Synaptics

Chubb

Allstate

Toast

Global X Cloud Computing ETF

Prudential financial

ALLSTATE CORP 5.1% PREF 15/01/2053

ALLSTATE CORP DEP SHS REP 1/1000 NON CUM PER PRF SER H

ALLSTATE CORP 4.750% DEP SHS REP 1/1000TH PRP PFD SR I

ALLSTATE CORP DEP SHS REPSTG 1/1000TH NON PERP PFD SER

Prudential Financial Pref Share PRS 5.625 08/15/58

Prudential Financial Pref Share PFH 4.125 09/01/25

Prudential Financial Pref Share PRH 5.95 09/01/62

Tuesday's Picks: Hubspot, Synaptics, Cloudflare, and Toast