← CrowdStrike
Episodes featuring CrowdStrike
67 episodes, newest first.
- Aug 26, 2026
AI optimism lifts software and cybersecurity stocksStock MoversAug 26, 2026 - Aug 26, 2026
Hormuz talks collide with tariffs and Nvidia uncertaintyBloomberg Daybreak: US EditionAug 26, 2026 - Aug 25, 2026AI pressure reshapes software and cybersecurity stocksStock MoversAug 25, 2026
- Aug 25, 2026
AI spending faces its hardest earnings test yetThe Compound and FriendsAug 25, 2026 - Aug 23, 2026AI infrastructure tests chipmakers’ growth claimsStock MoversAug 23, 2026
- Aug 21, 2026Santoli argues markets reward adaptation over predictionThe Compound and FriendsAug 21, 2026
- Aug 21, 2026Moderna surges as CrowdStrike and Estée Lauder divergeStock MoversAug 21, 2026
- Aug 21, 2026Markets brace for Fed signals and France’s political riskBloomberg Daybreak: US EditionAug 21, 2026
- Aug 21, 2026
Clinical breakthroughs and leadership departures drive dramatic weekly market swingsStock MoversAug 21, 2026 - Aug 18, 2026Rising yields test markets as AI debt moves off balance sheetsThe Compound and FriendsAug 18, 2026
- Aug 14, 2026
AI tests software’s durable advantagesTBPNAug 14, 2026 - Aug 14, 2026
Cursor deal spotlights venture’s new power centerTBPNAug 14, 2026 - Aug 13, 2026AI tests software moats as surveillance and compute reshape businessTBPNAug 13, 2026
- Aug 13, 2026
AI infrastructure’s next winners face a harsher testBloomberg TechAug 13, 2026 - Aug 11, 2026Investors debate bottoms, AI financing and private-credit riskThe Compound and FriendsAug 11, 2026
- Aug 11, 2026AI financing, corporate relocation and the new American travel economyTBPNAug 11, 2026
- Aug 6, 2026AI, factories and design collide in the next industrial raceTBPNAug 6, 2026
- Aug 6, 2026
Mandia traces China’s cyber campaign from espionage to AIThe Shawn Ryan ShowAug 6, 2026 - Aug 3, 2024
Lower rates test small-cap resilience and recurring-revenue modelsInvestor's Champion PodcastAug 3, 2024