$CrowdStrike(CRWD.US)$Investors are selling their shares and switching to other cybersecurity stocks. Let's look at other major outages in history and the impact on the stock prices. $Meta Platforms(META.US)$On October 4, 2021, a configuration error in Facebook's backbone routers caused a global outage of Facebook, Instagram, WhatsApp, and Messenger for nearly six hours, affecting billions of users. Stock price effect: -4.9% 📉 Stock price the...
$Alphabet-C(GOOG.US)$$Alphabet-A(GOOGL.US)$ 21.4x forward is the most expensive valuation into the print dating back to '21. Lots of earnings response volatility in this name, 7.5%+ moves each of the last 3 quarters. Underperforming of late, and not inflating at quite the rate of some mega cap peers... results tomorrow after the bell.
Interview with a Former$NVIDIA(NVDA.US)$employee on what is next for the semi-market and$NVIDIA(NVDA.US)$'s CUDA in detail: 1.$Advanced Micro Devices(AMD.US)$'s answer to $NVDA's CUDA is ROCm. But he thinks there are big differences between these two. CUDA is a mature ecosystem, and most developers know CUDA as it has been around since 2006. CUDA is also much more optimized and stable. 2. $AMD has made significant strides in optimizing ROCm, but it still needs to catch up with CUDA. He...
$Alphabet-C(GOOG.US)$$Alphabet-A(GOOGL.US)$ 👉 Key Highlights: 📍 Wiz walks away from $23 billion acquisition deal with Google. 📍 Decision driven by antitrust and investor concerns. 📍 Wiz plans to pursue an initial public offering (IPO). 📍 Deal would have nearly doubled Wiz's $12 billion valuation. 📍 Wiz achieved $350 million in annual recurring revenue in 2023. 📍 Company aims for $1 billion in annual recurring revenue before IPO. 📍 Backed by Cyb...
$Apple(AAPL.US)$Morgan Stanley, BAC & Goldman Sach estimate upcoming financial year EPS will hit $9 to $10 by FY2025/26 with super cycle sales of iPhone16, iMAC, iPad, iPod etc. Raise target price to $275. Big opportunity to collect at this current price
The small cap-focused$Russell 2000 Index(.RUT.US)$added 1.7% in the session. This built on last week’s gain, which was seen as a sign of traders moving money to this cohort from Big Tech names that have seen monster gains this year. The shift to small caps also comes as investors grow increasingly excited that the Federal Reserve will soon begin lowering interest rates, a move seen as particularly helpful for smaller and more cyclically oriented companies. Larry Tentarelli, chief technical stra...
CrowdStrike tumbles Republican representatives have called on CrowdStrike CEO George Kurtz to testify before the House Committee on Homeland Security, following a faulty software update that crashed millions of Microsoft Windows devices. Rep. Mark Green and Rep. Andrew Garbarino said the incident was a “warning about the national security risks associated with network dependency,” according to a letter issued on Monday. CrowdStrike shares slumped 13%. Reeling from the...
Wall Street expects$Tesla(TSLA.US)$'s Q2 revenue to dip slightly year-over-year, with earnings per share declining by approximately 30%. Market attention will focus on updates about the budget-friendly Model 2, Robotaxi launch timelines, and adoption rates of FSD technology. Goldman Sachs noted that investors are more concerned about Tesla's "AI narrative" than electric vehicles. A survey re...
Let's look at other major outages in history and the impact on the stock prices.
$Meta Platforms(META.US)$ On October 4, 2021, a configuration error in Facebook's backbone routers caused a global outage of Facebook, Instagram, WhatsApp, and Messenger for nearly six hours, affecting billions of users.
Stock price effect: -4.9% 📉
Stock price the...
21.4x forward is the most expensive valuation into the print dating back to '21. Lots of earnings response volatility in this name, 7.5%+ moves each of the last 3 quarters. Underperforming of late, and not inflating at quite the rate of some mega cap peers... results tomorrow after the bell.
1. $Advanced Micro Devices(AMD.US)$ 's answer to $NVDA's CUDA is ROCm. But he thinks there are big differences between these two. CUDA is a mature ecosystem, and most developers know CUDA as it has been around since 2006. CUDA is also much more optimized and stable.
2. $AMD has made significant strides in optimizing ROCm, but it still needs to catch up with CUDA. He...
👉 Key Highlights:
📍 Wiz walks away from $23 billion acquisition deal with Google.
📍 Decision driven by antitrust and investor concerns.
📍 Wiz plans to pursue an initial public offering (IPO).
📍 Deal would have nearly doubled Wiz's $12 billion valuation.
📍 Wiz achieved $350 million in annual recurring revenue in 2023.
📍 Company aims for $1 billion in annual recurring revenue before IPO.
📍 Backed by Cyb...
The shift to small caps also comes as investors grow increasingly excited that the Federal Reserve will soon begin lowering interest rates, a move seen as particularly helpful for smaller and more cyclically oriented companies.
Larry Tentarelli, chief technical stra...
Republican representatives have called on CrowdStrike CEO George Kurtz to testify before the House Committee on Homeland Security, following a faulty software update that crashed millions of Microsoft Windows devices. Rep. Mark Green and Rep. Andrew Garbarino said the incident was a “warning about the national security risks associated with network dependency,” according to a letter issued on Monday.
CrowdStrike shares slumped 13%. Reeling from the...
Prepare for the worse, then prepare some more.
Goldman Sachs noted that investors are more concerned about Tesla's "AI narrative" than electric vehicles. A survey re...
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