During the August 27 Mad Money episode, Jim Cramer turned his attention to CrowdStrike Holdings, Inc. (NASDAQ:CRWD). He highlighted the cybersecurity giant's latest earnings report as evidence that the prevailing tech bear cases had completely collapsed. He said:
Like I mentioned at the top of the show, last night every major bear thesis in tech was upended. I'm not just talking about NVIDIA and Salesforce. Look at CrowdStrike. Last night, the cybersecurity kingpin reported what they called the best quarter in the company's history, setting the stock up more than 20% today. This was a terrific top and bottom-line beat, with management also raising their full-year forecast for the net new annual recurring revenue growth, taking it from 27.7% all the way up to 34%.Now, that is a huge and important metric, and it's a staggering number ******* p. Only a few months ago, everyone was worried that cybersecurity would get crushed by AI competition. Turns out the rise of AI has only made CrowdStrike more essential because attackers have this technology, too. They've become the security platform underneath the AI economy, and it's making them a fortune.
The numbers from CrowdStrike Holdings, Inc.'s (NASDAQ:CRWD) Q2 fiscal 2027 report back up Cramer's comments. The company posted total revenue of $1.47 billion, representing a 26% year-over-year increase. Annual recurring revenue (ARR) grew 25% to reach $5.84 billion, supported by a record $332.8 million in net new ARR added during the quarter.
Profitability metrics saw an equally impressive surge. Non-GAAP income from operations climbed to $371.6 million, up sharply from $255 million in the year-ago period. Management's decision to aggressively raise full-year net new ARR growth guidance showed surging enterprise demand, especially Falcon Flex.
Despite the record-breaking quarter, it could be argued that CrowdStrike Holdings, Inc.'s (NASDAQ:CRWD) valuation leaves very little margin for error. Trading at a steep price-to-sales in addition to forward earnings multiples of 185.2x, the stock prices in a high degree of continued execution . If enterprise software spending normalizes or growth cools from current peaks, the premium multiple could face a sharp contraction.

#quarter #Growth

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NBIS posted 454% revenue growth with $37.5B in remaining performance obligations, but three customers still control 59% of Q2 revenue.
NBIS has surged 146% year to date against SPY's 12%, but a forward P/E of 68 embeds near-perfect execution across power, supply, and contracts.
Arkady Volozh said Nebius could sell its entire 2027 GPU capacity today, yet the $20 to $25 billion in 2026 capex keeps dilution risk live.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Nebius Group didn't make the cut. Grab the names FREE today.
At $206.32, Nebius Group (NASDAQ:NBIS) sits in a setup that warrants patience. After a violent rerating this year, the stock trades on the **** umption that every marquee contract, every megawatt, and every financing round lands on schedule, which warrants pause before adding.

#every #year

Tesla (TSLA) has apparently ended sales of its Solar Roof tiles, nearly a decade after CEO Elon Musk unveiled the product as a sleek alternative to conventional solar panels. Tesla now only offers customers its standard solar panels, with reports from installers indicating the company is no longer supplying new Solar Roof tiles.
The move marks a major retreat from one of Musk's most ambitious clean-energy concepts. Yet it does not mean Tesla is abandoning solar. Instead, the company appears to be shifting toward a simpler and potentially more scalable model centered on traditional panels, while continuing to expand its much larger energy-storage business.
Was the Commodity Complex a Case of More of the Same Monday?
Crude Prices Jump as the US and Iran Exchange Attacks
Tired of missing midday reversals? The FREE Barchart Brief newsletter keeps you in the know. Sign up now!

#panels #roof #elon #musk

Your run-of-the-mill AI ETF might plunge when the data center buildout stops
This ETF does not rely on it, while keeping significant exposure to it
With or without AI, nuclear-liked ETFs seem poised to do well long-term; here's why
Don't wait: the ***** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
If you're investing in AI in 2026 and you either want to start afresh or shift holdings, it's a good idea not to throw your money at the first thing that catches your eye. You need an AI ETF that can provide you with exposure to the AI boom while being solid for long-term growth without AI; the VanEck Uranium and Nuclear ETF (NYSEARCA:NLR) does just that.

#etfs #don 't #vaneck

(Bloomberg) -- Michael Saylor's Strategy Inc. is adding a new pool of cash to its balance-sheet toolkit, part of an effort to preserve flexibility as its once-powerful financing model remains under pressure.
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U.S. government bond yields are sliding after the Treasury Department said it would ramp up bond repurchases.

#bond #treasury #government

With a market cap of $27.9 billion, Fiserv, Inc. (FISV) is a global provider of payments and financial services technology solutions. The company operates through two segments: Merchant Solutions and Financial Solutions, offering services such as merchant acquiring, digital commerce, mobile payments, fraud protection, card processing, and digital banking solutions.
Shares of the Milwaukee, Wisconsin-based company have lagged behind the broader market over the past 52 weeks. FISV stock has fallen 61.5% over this time frame, while the broader S&P 500 Index ($SPX) has returned 21.6%. Moreover, shares of the company are down 23.5% on a YTD basis, compared to SPX's 13.5% gain.
Don't ****** ume Micron Will Share SanDisk's Fate. Here's Why.
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Rocket Lab Investors Have Plenty to Cheer Ahead of Q2 Earnings Today

#company

You watched the stock beat its rivals, but the real action was a civil war between its own two brands.
If you held American Eagle Outfitters (AEO) over the past year, you did very, very well. The stock delivered a +71% return, leaving the S&P 500's +21% gain and retail peers like ANF (+19.5%) in the dust. You might ******* ume the iconic American Eagle brand was firing on all cylinders to post a run like that.
You would be wrong.
Photo by Pexels on Pixabay
What Fueled The Rocket? A 34% Jump At Aerie.
The real story here is a tale of two wildly different businesses under one roof. The company's growth engine isn't its namesake denim brand. It's Aerie, the loungewear and intimates line, which has become a powerhouse in its own right. In its most recent quarter, Aerie's revenue surged 34% to $481 million, with comparable sales up an incredible 25%. This isn't a small side project anymore; management confirmed the brand is now "surpassing $2 billion on a trailing 12-month basis." That's the kind of momentum that gets a stock re-rated.

#real #isn 't

Earnings season kicked into warp overdrive this past week. And it won't be any easier to navigate the market next week, with results from the likes of Amazon (AMZN), Meta (META), and Microsoft (MSFT).
Here are a few observations about last week's stock moves from Yahoo Finance AlphaSpace that may get your mind right heading into another frenzied week for investing.
So much for the many positives on the AI front from Alphabet's (GOOG, GOOGL) second quarter earnings report.
The market couldn't have cared less.
Alphabet's second quarter capital expenditures came in at $44.9 billion, slightly above Wall Street forecasts of $44.7 billion. Full-year capex guidance was raised to $195 billion to $205 billion from $180 billion to $190 billion, with a "significant" increase seen for 2027, executives said on the earnings call.

#market #second #quarter #Microsoft