Tag: CrowdStrike Holdings Inc
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Former highflier Palantir is a bargain compared to AI-linked software peers, UBS says
Trading at relatively cheap levels, Palantir is likely to rally as outsized demand for its services keeps fueling growth, according to the Wall Street bank.
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CrowdStrike CEO on Anthropic’s AI safety warning: ‘The genie’s out of the bottle’
CrowdStrike CEO George Kurtz said slowing AI development won’t eliminate the risks because potentially dangerous models are already widely available.
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Not all tech is under fire in Monday’s selling, while investors seek refuge in defensive stocks
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
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Is a ‘SaaSpocalypse’-like sell-off coming for AI hardware stocks? Not so fast
Anthropic’s safety warning is crushing data center stocks, but demand for compute still outstrips supply.
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AI models are becoming the ‘most potent cyber weapon’ ever created, Cohere CEO says
Cybersecurity concerns are feeding a broader AI safety debate, with industry leaders calling for measures to slow frontier AI development.
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Dan Chung rebuilt a decimated Alger Management after 9/11. He’s still finding the market’s winners
The CEO and chief investment officer at Fred Alger Management survived the attack by chance. He was tasked with reconstruction after 35 staffers died.
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Here are the 3 big things we’re watching in this holiday-shortened trading week
The week will be dominated by inflation data. Plus, Apple’s new CEO has his first big test.
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We got more defensive last week as Wall Street raised the bar for AI stocks
We initiated positions in defensive stocks to balance our AI exposure amid higher oil prices and Treasury yields.
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Meet the CISO: A new front line star in the AI cybersecurity war
The OpenAI-Hugging Face agent hack sent shockwaves through the business world and helped put the chief information security officer into the spotlight.
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We’re upgrading Palo Alto as shares tumble 10% despite strong earnings
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
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