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stomp_pillow
1 month ago
Cybersecurity provider CrowdStrike Holdings, Inc. (NASDAQ:CRWD)'s shares are up by more than 100% year to date. With AI continuing to dominate the market narrative, the firm has found itself at the center of the industry's concerns about cybersecurity. While some, such as Anthropic's Dario Amodei, have claimed that their AI software is sufficient for cybersecurity purposes, others have argued that firms such as CrowdStrike Holdings, Inc. (NASDAQ:CRWD) will play a key role in the industry. Cramer is in the latter camp, and in his morning appearance on September 15th, the CNBC TV host discussed the recent discussions about AI being a threat:
"I had George Kurtz last night, who has partnered both with OpenAI and Anthropic. And he encouraged me to say look, they are doing a lot of things about safeguards. I think he was so much surprised, that there was so much doomsaying, of course, doomsaying being heavily refuted. Now there's a stock, remember that stock was up the most of any stock in the S&P."
While Cramer believes CrowdStrike Holdings, Inc. (NASDAQ:CRWD) will play an important role in cybersecurity in the AI era, the broader debate about the firm is about its AI-driven cybersecurity initiatives and whether they are sufficient to stay competitive and justify the eye-watering share price performance. On this front, the firm's annual recurring revenue (ARR) grew by 25% and net new ARR grew by 55% in its fiscal second quarter. Additionally, CrowdStrike Holdings, Inc. (NASDAQ:CRWD)'s net new ARR set a new record of $333 million. Cramer's bullishness on the firm is also matched by others, such as ******* ysts from Argus. Argus has set a $425 share price target for CrowdStrike Holdings, Inc. (NASDAQ:CRWD) and argued that growth in agentic AI use presents a major tailwind for the firm.
Yet, in a classic case of the bigger you are, the harder you fall, CrowdStrike Holdings, Inc. (NASDAQ:CRWD)'s massive growth creates risk. For its fiscal second quarter, the firm has guided net new ARR to range between $343 million and $347 million to imply growth ranging between 29% to 31%. Considering that the metric grew by 55% in Q1, the new figures do indicate a slowdown. As for catalysts from agentic AI, CrowdStrike Holdings, Inc. (NASDAQ:CRWD)'s next-gen SIEM (Security Information and Event Management) ending ARR grew by 60% to $695 million in the second quarter.
Hedge fund interest in CrowdStrike Holdings, Inc. (NASDAQ:CRWD) grew in Q2. According to Insider Monkey's data, 89 out of 1,006 funds had held a stake in the firm during the period. This marked a jump over the 89 out of the 1,022 funds in Q1. As for valuation, CrowdStrike Holdings, Inc. (NASDAQ:CRWD)'s forward P/E ratio of 188 is significantly higher than peer firm Palo Alto's 89 which should increase the pressure to maintain growth. Short interest as a percentage of float is 2.41% for CrowdStrike Holdings, Inc. (NASDAQ:CRWD) compared to 2.65% for Palo Alto.

#NASDAQ #firm #grew
meGaslowlY
1 month ago
SailPoint Inc. (NASDAQ:SAIL), a leading player within the enterprise identity security ****** e, recently expanded its strategic alliance with CrowdStrike. As part of the revised arrangement, the company's SailPoint SecOps Identity Intelligence will be integrated with CrowdStrike Falcon Next-Gen SIEM. This will help in expediting threat detection procedures, and will also incorporate access data and identity governance into the overall investigation process. The expanded partnership will facilitate security teams in lining up the identity insights with Falcon's existing security telemetry.
Copyright: franckito / 123RF Stock Photo
The announcement aligns strongly with SailPoint's broader strategic narrative revealed in its Q2 FY27 print. It builds upon several recent initiatives undertaken by the management, such as introduction of the SailPoint Identity Security solution. This is aimed toward integrating SailPoint Agentic Fabric with SailPoint Human Fabric for real-time discovery and security of complex digital ecosystems. The company also launched its Cursor Enterprise connector, which helps organizations to leverage a highly-integrated control plane to manage human developers and autonomous AI agents.
The recently released financials also back this narrative as the company delivered a 25% year-over-year growth in its annual recurring revenue, which stood at $1.231 billion. SailPoint generated $45 million in operating cash flow during the second quarter, along with $37 million in free cash flow.
By weaving SailPoint's identity intelligence into Falcon Next-Gen SIEM, customers gain extra context inside workflows they already rely on, making it easier to probe identity-related risks. The integration augments SailPoint's position at a time when identity threats are on a rise. This leads to an opportunity for SailPoint to cement itself as a leading provider of advanced security solutions.

#sailpoint #falcon #next
meGaslowlY
1 month ago
Artificial intelligence (AI) is rapidly changing the cybersecurity landscape, and CrowdStrike Holdings (CRWD) believes the threat is no longer theoretical. CEO George Kurtz recently described the situation as the "genie's out of the bottle," underscoring that AI capabilities are now widely available and can be exploited by attackers. CrowdStrike's 2026 Global Threat Report found that AI-enabled adversary activity surged 89% year-over-year, while the company has also observed attacks moving at machine speed.
Kurtz said AI agents should be secured like privileged users, with strict permissions, temporary credentials, and emergency shutdown capabilities, while humans retain control over critical decisions. He also urged AI companies such as Anthropic and OpenAI to work more closely with cybersecurity firms and independent evaluators to address emerging AI-related threats.
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#openai #year #crowdstrike
r_qi
1 month ago
Starting the lightning round on September 14, when a caller inquired about SentinelOne, Inc. (NYSE:S), Mad Money host Jim Cramer remarked:
No, look, I think you don't need, look, my Charitable Trust owns both Palo Alto and CrowdStrike. It's already too many. I think either one of those two is superior to letter S.
The latest results show a large difference in scale. SentinelOne's fiscal second-quarter 2027 revenue rose 21% year over year to $292 million, while annualized recurring revenue increased 22% to $1.218 billion. Palo Alto Networks, Inc.'s (NASDAQ:PANW) fiscal fourth-quarter 2026 revenue rose 34% to $3.41 billion, while Next-Generation Security ARR increased 63% to $9.10 billion. Additionally, we have discussed CRWD in our recent article, "Jim Cramer Highlights CrowdStrike (CRWD) as AI Security Concerns Lift Cybersecurity Stocks."
SentinelOne, Inc. (NYSE:S) non-GAAP operating margin reached 10% in fiscal Q2 2027, up from 2% a year earlier, while its GAAP operating margin improved to negative 31% from negative 33%. The company guided for fiscal third-quarter revenue of $309 million to $311 million and full-year revenue of $1.202 billion to $1.207 billion.
Palo Alto Networks, Inc. (NASDAQ:PANW) reported approximately $1 billion of non-GAAP operating income in its fiscal fourth quarter of 2026, compared with $768 million a year earlier. Adjusted free cash flow reached approximately $1.3 billion, while GAAP operating income was $172 million versus $497 million a year earlier. Palo Alto CEO Nikesh Arora said in the September 1 earnings release that the latest advances in AI are "elevating cybersecurity to the top of the CIO priority list."

#billion #year #gaap #operating
TR8Ly0188
1 month ago
On September 14, during the episode of Mad Money, Jim Cramer said CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is emerging as a beneficiary of growing concerns over the cybersecurity risks created by artificial intelligence, as he said:
Over the weekend, the co-founder and CEO of Anthropic published an essay where he pushed for a slowdown among the frontier AI labs in order to handle newfound security concerns. In response to that, the cybersecurity cohort just went crazy because there are the companies that can prevent AI agents from randomly hacking into networks all over the world, and it's the cybersecurity companies. Take CrowdStrike, which shot up nearly 14% today, leading the S&P 500, something I feel great about, of course, because we own it big for the Charitable Trust. These guys have been adamant that AI represented a great opportunity for their business, and now Wall Street's finally gotten the memo.
CrowdStrike Holdings, Inc.'s (NASDAQ:CRWD) second-quarter fiscal 2027 revenue increased 26% year over year to $1.47 billion, while ending annual recurring revenue rose 25% to $5.84 billion. Net new ARR reached a record $332.8 million, and free cash flow was $377.4 million. The company also raised its full-year fiscal 2027 net new ARR growth outlook to 34% at the midpoint, up 630 basis points. CEO George Kurtz said the company believes securing AI is its "largest market opportunity in our history."
Kurtz said on September 14 that AI-driven threats are already operating at machine speed, describing the emerging threat as autonomous campaigns rather than individual hackers. He identified endpoints, cloud workloads and SaaS as key battlegrounds and said "enforcement at machine speed" is needed to stop AI agents in motion. CrowdStrike has responded by expanding into AI-agent, model and infrastructure protection, including Continuous Identity for AI Agents and Falcon AI Detection and Response.
CrowdStrike Holdings, Inc.'s (NASDAQ:CRWD) valuation leaves little room for a meaningful slowdown in growth. Yahoo Finance currently shows a forward P/E of approximately 188.7 times and a price-to-sales ratio of roughly 44.6 times. Those multiples leave little room for a material slowdown in ARR growth, weaker adoption of newer products, or greater competitive pressure. The company also remains much less profitable on a GAAP basis than its adjusted results suggest. The company reported a $33.2 million GAAP operating loss in the latest quarter against $371.6 million of non-GAAP operating income, while stock-based compensation and related employer payroll taxes totaled $399 million.

#crwd
yBcT0wsugTzuJm
1 month ago
Shares of Rum Group (RUM), the company formerly known as Rumble, rallied almost 12% on Sept. 14 after The Information reported that it bagged a $13.7 billion compute deal with Anthropic. This is a major win for the company following its rebirth as Rum Group; the company now has an AI cloud and infrastructure division called Quake AI following its acquisition of Northern Data in June 2026.
The demand for compute is real and only expected to grow, irrespective of the AI slowdown fears currently engulfing the market and driving the share prices of AI companies lower. Let's take a closer look.
Why It's Time to Load Up on Nvidia Stock
The Case for Selling CrowdStrike Stock
Dear Tesla Stock Fans, Mark Your Calendars for October 1

#sept #anthropic
4mNKlTS
1 month ago
The S&P 500 Index ($SPX) (SPY) closed down by -0.45% on Wednesday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down by -1.21%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +0.02%. E-mini S&P futures (ESU26) fell -0.42%, and September E-mini Nasdaq futures (NQU26) rose +0.05%.
Stock indexes gave up an early advance and settled mixed on Wednesday, with the S&P 500 falling to a 6-week low, and the Dow Jones Industrials sinking to a 3-month low. The broader market retreated on Wednesday after the FOMC voted unanimously to raise interest rates by +25 bp and signaled one more rate hike later this year to contain inflation.
Why It's Time to Load Up on Nvidia Stock
The Case for Selling CrowdStrike Stock
Dear Tesla Stock Fans, Mark Your Calendars for October 1

#Stock
pushpx
1 month ago
Expedia (EXPE) shares closed meaningfully lower on Sept. 16 after a senior Morgan Stanley ******* yst, Brian Nowak, downgraded the travel technology company to "Underweight." In his research note, Nowak ******* igned a $235 price target to EXPE, indicating it could sink another 20% from current levels.
His bearish call is significant given Expedia stock has already been in a downtrend, with its price currently trailing the recent high by about 15%.
Why It's Time to Load Up on Nvidia Stock
The Case for Selling CrowdStrike Stock
Dear Tesla Stock Fans, Mark Your Calendars for October 1

#Stock #morgan #brian #underweight
rjz196cccyx
1 month ago
J.B. Hunt (JBHT) shares crashed on Sept. 16 after management issued an unexpected profit warning for the company's third financial quarter. Speaking at the Morgan Stanley Industrial Conference, leadership cautioned that operational headwinds could result in a sequential decline of as much as 10% in the firm's Q3 per-share earnings.
Including today's decline, J.B. Hunt stock is down roughly 20% versus its year-to-date high.
Why It's Time to Load Up on Nvidia Stock
The Case for Selling CrowdStrike Stock
Dear Tesla Stock Fans, Mark Your Calendars for October 1

#industrial
tiny11
1 month ago
International Business Machines (IBM) has secured a landmark $1 billion federal award from the U.S. Department of Commerce under the CHIPS and Science Act. The deal finalized non-dilutive funding to accelerate quantum wafer manufacturing at Anderon, a dedicated quantum foundry company spun out by IBM.
At the time of writing, IBM shares are down about 17% versus the start of this year.
Why It's Time to Load Up on Nvidia Stock
The Case for Selling CrowdStrike Stock
Dear Tesla Stock Fans, Mark Your Calendars for October 1

#international #commerce
heea8packetcrash21
1 month ago
Every 3% or 5% single-day pop in technology stocks and high-beta market darlings is being hailed by retail momentum chasers as the definitive return of the bull market. I'm a natural skeptic, hardened by decades of seeing markets cycle up and down. And I just don't see the bull market returning in force for a while… and maybe a long, long while.
To be clear, it doesn't prompt me to "exit the market," no more than it would prompt me to "pile into stocks" when the coast looks clearer. To me, investing in the stock market is never about "do I" or "don't I." It is always about "how much do I allocate?"
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
Why It's Time to Load Up on Nvidia Stock
The Case for Selling CrowdStrike Stock

#stocks
2TZr9HoiW
1 month ago
Danish pharmaceutical company Novo Nordisk (NVO) has teamed up with artificial intelligence (AI) leader Anthropic to leverage frontier AI models, including Claude Science, to supercharge its drug discovery and research and development (R&D) operations.
The collaboration aims to address complex biological challenges, streamline software engineering, and compress the timelines required to bring treatments for chronic diseases to market.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
Why It's Time to Load Up on Nvidia Stock
The Case for Selling CrowdStrike Stock

#Stock #danish #science
7wildly
1 month ago
SpaceX (SPCX) shares are pushing higher on Wednesday after Cathie Wood, the influential chief executive of ARK Invest, said Starship could be generating $10 trillion in annual revenue by 2030. Elon Musk responded to her ambitious forecast on X, saying it's "not impossible."
SpaceX stock has been a volatile ride for investors since its debut in June. As of writing, it's down about 25% versus its year-to-date high.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
Why It's Time to Load Up on Nvidia Stock
The Case for Selling CrowdStrike Stock

#since
nearly5384
1 month ago
Nvidia (NVDA) has been powering the ongoing artificial intelligence (AI) boom. Its graphics processing units (GPUs), central processing units (CPUs), networking products, and increasingly integrated AI systems continue to benefit from enormous investments in data center infrastructure. As a result, NVDA has continued to deliver impressive financial results.
Notably, concerns about a potential slowdown in AI development have weighed on semiconductor stocks, raising fears that the enormous spending on AI infrastructure could eventually moderate. However, demand for Nvidia's products is unlikely to slow, and the company could continue delivering extraordinary growth.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
The Case for Selling CrowdStrike Stock
Dear Tesla Stock Fans, Mark Your Calendars for October 1

#nvda #processing #units #infrastructure
ocoeqxvyef
1 month ago
Corning Incorporated (GLW), the 175-year-old materials science giant based in Corning, New York, has become one of the more surprising beneficiaries of the artificial intelligence infrastructure buildout. Best known for its glass, ceramics, and optical technology innovations, Corning now plays a critical behind-the-scenes role as the dominant supplier of optical fiber powering hyperscale data centers and AI networks. The company has locked in major long-term supply agreements with tech heavyweights including Apple (AAPL), Meta (META), Nvidia (NVDA), Amazon (AMZN), and Verizon (VZ).
Corning stock has swung wildly of late, recently trading near $144 after plunging more than 13% in a single session following news of a $2 billion at-the-market equity offering arranged with Goldman Sachs, a move that reignited investor concerns over shareholder dilution. Shares now sit roughly in the middle of a wide 52-week range spanning $75.77 to $271.78, capturing a dramatic round trip. Corning suffered its worst monthly drop in 24 years this past July, only to rebound 8% in early September after unveiling a multibillion-dollar, 80-million-mile fiber supply deal with Verizon.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
Why It's Time to Load Up on Nvidia Stock
The Case for Selling CrowdStrike Stock

#meta #fiber
n19ewaovm
1 month ago
Tesla (TSLA) has had a rough 2026. The stock is down about 20% year-to-date (YTD), falling from $458.34 on the first trading day of the year to $297.38 in late July. That is a decline of more than 27% from peak to trough.
Its much-publicized Cybercab launch also disappointed investors. Tesla launched the robotaxi service in Austin on Sept. 3 with only 45 vehicles registered in Texas. The stock then dropped nearly 6% the next day, wiping out its 5.4% pre-launch gain, after federal safety regulators opened an audit into about 1,000 steering-wheel-free vehicles. Tesla's Model Y-based driverless ride service is still limited to seven U.S. metro areas.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
Why It's Time to Load Up on Nvidia Stock
The Case for Selling CrowdStrike Stock

#tesla #Tsla
gqegudima737
1 month ago
The bond markets are wreaking havoc on daily 52-week high and low data.
In Tuesday trading, 66 new 52-week highs and 374 new 52-week lows were set on the NYSE, respectively. On the Nasdaq, new 52-week lows outnumbered new 52-week highs, 422 to 74.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
Why It's Time to Load Up on Nvidia Stock
The Case for Selling CrowdStrike Stock

#NYSE
jglasanivogihjog
1 month ago
Target (TGT) shares are drawing heightened investor attention on Wednesday after the retail giant scheduled a fall promotional event for Oct. 6 and Oct. 7. Dubbed Target Circle Deal Days, the announced promotional event takes direct aim at e-commerce rival Amazon (AMZN), as Prime Day is scheduled for the same two-day period.
Note that Target stock has been a blockbuster investment in 2026, currently up about 50% versus the start of this year.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
Why It's Time to Load Up on Nvidia Stock
The Case for Selling CrowdStrike Stock

#Stock #Event #wednesday
4packetw3ldgrum
1 month ago
With a market cap of $18.8 billion, Zimmer Biomet Holdings, Inc. (ZBH) is a global medical technology company specializing in musculoskeletal healthcare solutions. The company designs, manufactures, and markets products ranging from orthopedic reconstructive implants to sports medicine, spine, craniomaxillofacial, and thoracic solutions.
Companies worth more than $10 billion are generally labeled as "large-cap" stocks and Zimmer Biomet fits this criterion perfectly. Its innovations support surgeons and healthcare providers worldwide in treating disorders and injuries of bones, joints, and soft tissues.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
Why It's Time to Load Up on Nvidia Stock
The Case for Selling CrowdStrike Stock

#Stock
ghhem
1 month ago
Oracle (ORCL) shares ended lower on Sept. 15, although they have since bounced back, after the cloud giant reportedly initiated a fresh wave of job cuts across select divisions, with double-digit percentage layoffs expected in targeted teams.
Management now expects the 2026 restructuring plan aimed at reallocating capital toward artificial intelligence (AI) infrastructure to cost about $700 million more than its previous estimate of $2.1 billion.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
Why It's Time to Load Up on Nvidia Stock
The Case for Selling CrowdStrike Stock

#oracle
HouWgf7peZ10O2W
1 month ago
CoreWeave (CRWV), purely from the perspective of revenue growth, still looks attractive. However, CRWV stock is telling a different story. In the past 52 weeks, the stock has corrected by 29%.
Amidst this weak performance, Bernstein issued a warning. That "slowdown in the training of artificial intelligence models could negatively affect data center developers and neoclouds." Further, CoreWeave is one of the "most exposed" to this risk.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
The Case for Selling CrowdStrike Stock
Why It's Time to Load Up on Nvidia Stock

#bernstein #billionaire #charlie
vcTlD
1 month ago
With a market cap of $48 billion, Entergy Corporation (ETR) is an energy company that generates, transmits, and distributes electricity to millions of customers across Arkansas, Louisiana, Mississippi, and Texas. The company focuses on providing reliable and affordable energy while investing in a more resilient and cleaner energy system through natural gas, nuclear, and renewable generation.
Companies valued at $10 billion or more are generally considered "large-cap" stocks, and Entergy fits this criterion perfectly. Entergy also contributes to the communities it serves through philanthropy, volunteerism, and advocacy, reinforcing its commitment to sustainability and corporate citizenship.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
The Case for Selling CrowdStrike Stock
Dear Tesla Stock Fans, Mark Your Calendars for October 1

#energy #company
vaguelysocketcooki
1 month ago
With a market cap of $19.4 billion, Broadridge Financial Solutions, Inc. (BR) is a global financial technology leader that provides investor communications and technology-driven solutions to banks, broker-dealers, ***** et managers, corporate issuers, and other financial institutions. Broadridge plays a critical role in enhancing transparency, efficiency, and engagement across the financial services industry.
Companies valued at $10 billion or more are generally classified as "large-cap" stocks, and Broadridge Financial fits this criterion perfectly. Through its two segments: Investor Communication Solutions and Global Technology & Operations, the company delivers services ranging from regulatory and shareholder communications to front-to-back securities processing and data-driven solutions.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
The Case for Selling CrowdStrike Stock
Why It's Time to Load Up on Nvidia Stock

#financial #broadridge
eZrUBeEiHkIPlhVK
1 month ago
The Baldwin Insurance Group (BWIN) is suddenly in the spotlight after Michael Dell's family office and Sequence Holdings agreed to take the insurance broker private in a deal valued at about $7.7 billion. The offer calls for $32.50 in cash for each share. That represents an 88% premium to Baldwin's unaffected June 17 closing price. Shares jumped 7.5% to $31.89 after the deal was announced on Sept. 14.
For investors, the story is now less about what Baldwin might be worth as a standalone public company and more about whether the proposed transaction closes as planned. The deal also gives Baldwin access to long-duration capital outside the public markets. That could help the company keep investing in acquisitions, technology, and artificial intelligence without the same pressure to deliver results every quarter.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
The Case for Selling CrowdStrike Stock
Dear Tesla Stock Fans, Mark Your Calendars for October 1

#sequence
ov3z2nbbm5apr6w
1 month ago
The U.S. has between 3,000 and 4,700 active data centers, with plans to build another 1,500. Globally, there are about 11,800, with plans to add about 100 gigawatts of new capacity by 2030. All of which creates substantial opportunity for beaten-down stocks such as ASML Holding (ASML). However, to run all of those data centers, the world needs advanced AI chips. Today's most advanced data-center AI processors, manufactured on 4nm, 5nm, and certain 7nm processes, depend heavily on ASML's lithography technology. And as the industry moves toward 2nm production, that dependence on ASML's EUV systems will become even more important.
Some of those companies include Samsung Electronics (SMSN.L.IX), Taiwan Semiconductor Manufacturing (TSM), and Intel (INTC). All of which are moving forward with ASML's High-Numerical Aperture extreme ultraviolet lithography systems, better known as High-NA EUV. In short, AI must have powerful chips to run. And those chips are becoming much harder to manufacture, with ASML producing the machines that make their production possible.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
The Case for Selling CrowdStrike Stock
Dear Tesla Stock Fans, Mark Your Calendars for October 1

#asml #advanced #lithography
uhY43
1 month ago
The S&P 500 Index ($SPX) (SPY) is up by +0.30% today, the Dow Jones Industrial Average ($DOWI) (DIA) is up by +0.05%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up by +0.68%. E-mini S&P futures (ESU26) are up +0.32%, and September E-mini Nasdaq futures (NQU26) are up +0.73%.
Stock indexes are mostly higher today. The broader market is moving higher today as a decline in crude oil prices lowers bond yields and improves market sentiment. Crude prices fell after weekly data from API late Tuesday showed US crude inventories jumped by +7.1 million bbl last week and inventories of gasoline and distillates also expanded. Crude prices added to their losses today after weekly EIA crude inventories fell less than expected and gasoline and distillate supplies increased.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
The Case for Selling CrowdStrike Stock
Dear Tesla Stock Fans, Mark Your Calendars for October 1

#crude #Stock #futures #higher
7brick
1 month ago
Spring, Texas-based Hewlett Packard Enterprise Company (HPE) develops intelligent solutions in the United States, the Americas, and internationally. The company has a market cap of $74.2 billion and operates in five segments: Server, Hybrid Cloud, Networking, Financial Services, and Corporate Investments and Other, and offers general-purpose servers, workload-optimized servers, and integrated systems, among others.
Companies with a market cap of $10 billion or more are typically called "large-cap stocks." HPE fits squarely into that category, with its market cap exceeding this threshold and reflecting its substantial size and influence in the communication equipment industry.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
The Case for Selling CrowdStrike Stock
Nvidia CEO Jensen Huang Just Dropped Huge News for This Cybersecurity Stock

#packard
ezstzmg
1 month ago
Over the past few months, **** eX (SPCX) has hogged so much of the limelight that Elon Musk's "other" company, Tesla (TSLA), has slipped completely under the radar. Yet, the EV leader is looking to go back to the past to grow in the future.
An event scheduled for Oct. 1 is expected to provide a major glimpse into the second-generation Roadster—a car that the company sold between 2008 and 2012 and was the one that put it on the automobile map of the world. Described as the company's first production vehicle and built with a Lotus Elise Chassis, the Roadster offered things that no other electric vehicle did at that time. 0-60 mph in 39 seconds, had a top speed of 120 mph, and an initial range of 200+ miles, which eventually rose to 245.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
The Case for Selling CrowdStrike Stock
Nvidia CEO Jensen Huang Just Dropped Huge News for This Cybersecurity Stock

#company #SpaceX #spcx #Tsla
dqss68_wuwb000
1 month ago
Boston, Massachusetts-based State Street Corporation (STT) provides a range of financial products and services to institutional investors. Valued at a market cap of $50.9 billion, it offers custody, accounting, and fund administration services for traditional and alternative ****** ets, as well as multi-asset-class investments, recordkeeping, client reporting, and more.
Companies with a market cap of $10 billion or more are typically referred to as "large-cap stocks." STT fits squarely in that category, with a market cap above this threshold that reflects its size and influence in the ****** et management industry.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
The Case for Selling CrowdStrike Stock
Nvidia CEO Jensen Huang Just Dropped Huge News for This Cybersecurity Stock

#market #street
vr3oa
1 month ago
PulteGroup, Inc. (PHM) is one of America's largest homebuilders, headquartered in Atlanta, Georgia. It acquires and develops land for residential use and constructs and sells single-family detached homes, townhomes, condominiums, and duplexes. Operating in U.S. markets, the company serves diverse homebuyers through brands including Centex, Pulte Homes, Del Webb, and DiVosta Homes. The company has a market capitalization of $22.76 billion, which makes it a "large-cap" stock.
PulteGroup's shares reached a 52-week low of $108.49 on May 19, but are up 10.1% from that level. Over the past three months, the stock has dropped 2.7%, as investors weigh persistent housing-market headwinds. Meanwhile, the broader S&P 500 Index ($SPX) is up marginally over the past three months. Therefore, PHM has clearly underperformed over this period.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
The Case for Selling CrowdStrike Stock
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