ServiceNow CEO: Co Intends to Continue to Partner With Palo Alto Networks and CrowdStrike and Make Those Partnerships Even Deeper - $ServiceNow(NOW.US) $Palo Alto Networks(PANW.US) $CrowdStrike(CRWD.US)
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: CrowdStrike and Cerebras Partner to Accelerate Real-Time AI Cybersecurity - $CrowdStrike(CRWD.US) $Cerebras(CBRS.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗖𝗿𝗼𝘄𝗱𝗦𝘁𝗿𝗶𝗸𝗲 and 𝗖𝗲𝗿𝗲𝗯𝗿𝗮𝘀 announce a strategic AI security partnership.➤ Cerebras inference will help power 𝗙𝗮𝗹𝗰𝗼𝗻 𝗔𝗜𝗗𝗥.➤ Cerebras will standardize on the 𝗖𝗿𝗼𝘄𝗱𝗦𝘁𝗿𝗶𝗸𝗲 𝗙𝗮𝗹𝗰𝗼𝗻 platform.➤ Partnership targets 𝗿𝗲𝗮𝗹-𝘁𝗶𝗺 protection against AI-accelerated cyber threats.➤ Faster inference enables security models to respond at 𝗺𝗮𝗰𝗵𝗶𝗻𝗲 𝘀𝗽𝗲𝗲𝗱.➤ Falcon AIDR secures 𝗱𝗮𝘁𝗮, 𝗺𝗼𝗱𝗲𝗹𝘀, 𝗮𝗴𝗲𝗻𝘁𝘀, and identities.➤ Cerebras brings high-speed AI inference to 𝗲𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 𝗰𝘆𝗯𝗲𝗿𝘀𝗲𝗰𝘂𝗿𝗶𝘁𝘆.➤ Collaboration supports enterprises deploying 𝗔𝗜 𝗮𝘁 𝘀𝗰𝗮𝗹𝗲.➤ Partnership combines AI compute performance with 𝗔𝗜-𝗻𝗮𝘁𝗶𝘃𝗲 𝘀𝗲𝗰𝘂𝗿𝗶𝘁𝘆.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗡𝗮𝗼𝗿 𝗣𝗲𝗻𝘀𝗼, CISO, Cerebras:“Inference is where AI creates value, and cybersecurity is one of the clearest examples of where speed matters most. Security cannot wait in the queue for slow AI while an attack unfolds. Every millisecond matters. It determines whether AI prevents an attack or explains what happened afterward. CrowdStrike built the industry’s leading cybersecurity platform, and Cerebras delivers the world’s fastest inference. Together, we enable real-time AI security to stay ahead of today’s threats.”𝗗𝗮𝗻𝗶𝗲𝗹 𝗕𝗲𝗿𝗻𝗮𝗿𝗱, Chief Business Officer at CrowdStrike:“If you want to build AI, you need the fastest compute. If you want to secure AI, you need CrowdStrike. By running Falcon AIDR models on Cerebras, we put the world’s best security AI on the world’s fastest inference. Fast, secure AI drives rapid adoption. Cerebras is one of the most important names in AI compute, and they’ve standardized on the Falcon platform to secure their own innovation. The companies building the future of AI are choosing CrowdStrike to protect it.” - F
• Gilead Sciences leads in HIV treatments, facing competition from other drug companies. $Gilead Sciences(GILD.US)
• The stock market is experiencing a sell-off, particularly in AI-related stocks. • CrowdStrike is expanding into AI Detection and Response, boosting its stock performance. • Upcoming earnings reports from Google, Tesla, and Intel are critical for the AI sector. • The semiconductor market is struggling, with chip stocks entering bear territory. • Biotech stocks remain strong despite the downturn in AI stocks. - F
$CrowdStrike(CRWD.US) PUTS 👀
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$CrowdStrike(CRWD.US) upped all stops. Working well after the 4:1 stock split. Watching for any signs of temp top.
Source: Sunrise Trader
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$CrowdStrike(CRWD.US) hindsight maybe taking a baby slice off at 786 was the play. I didn't do it. I care most about my stops.
Source: Sunrise Trader
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$CrowdStrike(CRWD.US) putting all into let it ride
Source: Sunrise Trader
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$CrowdStrike(CRWD.US) fills the over head gap. New highs on deck?
Source: Sunrise Trader
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$CrowdStrike(CRWD.US) a rung of the trade shares sold for good $. I still own shares with a variety of stops. Some wide, some not so much
Source: Sunrise Trader
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$CrowdStrike(CRWD.US) | Deutsche Bank 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 on 𝐂𝐫𝐨𝐰𝐝𝐒𝐭𝐫𝐢𝐤𝐞 to $𝟕𝟐𝟓 from $𝟔𝟕𝟎, maintains 𝐇𝐨𝐥𝐝
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$CrowdStrike(CRWD.US) $700 roll. (position)
Source: Sunrise Trader
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$CrowdStrike(CRWD.US) I was stopped on my let it rides 2 days ago. I put it back on today. New trade
Source: Sunrise Trader
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$CrowdStrike(CRWD.US) | Berenberg 𝐝𝐨𝐰𝐧𝐠𝐫𝐚𝐝𝐞𝐬 𝐂𝐫𝐨𝐰𝐝𝐒𝐭𝐫𝐢𝐤𝐞 to 𝐇𝐨𝐥𝐝, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟕𝟐𝟎 𝐟𝐫𝐨𝐦 $𝟓𝟐𝟓
Analyst sees CrowdStrike as a high-quality platform but downgrades to Hold as the current valuation prices in future growth, leaving limited upside.
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$CrowdStrike(CRWD.US) | 𝐃𝐀 𝐃𝐚𝐯𝐢𝐝𝐬𝐨𝐧 maintains 𝐁𝐮𝐲 on 𝐂𝐫𝐨𝐰𝐝𝐒𝐭𝐫𝐢𝐤𝐞, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟕𝟔𝟓 𝐟𝐫𝐨𝐦 $𝟒𝟓𝟓
Analyst sees raised FY27 guidance and a record Q2 pipeline offsetting a smaller-than-typical FQ1 beat, justifying a significant PT increase.
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Is the market finally starting to correct a little after the insane rally for the past 2 weeks? Broadcom's earning was great, even reaching historic FCF, but post market reaction was driven by a mix of extreme greed and perhaps some short sellers pressure. On the other hand, CRWD double beat was also not enough as the share slides. Besides, they announced a 4 for 1 stock split which could be something to watch out for retail investors as the stock comes down closer to its intrinsic value.
☕️ [Task Coins Giveaway] Daily Market Talk — Broadcom Drops 12% as AI Chip Guidance Misses the Bar
🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Broadcom plunges 12% AH as Q3 AI chip guidance disappoints an elevated market. Dow falls 600 points, ending the 9-day streak. SpaceX locks in June 12 Nasdaq debut.
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I think a single day’s movement is not a good predictor of future performance. Although it suggests the good earnings have been priced in this time, I think there is still a chance for further upside before demand exhaustion. I’m more worried about the effect of an interest rate hike on tech stocks.
☕️ [Task Coins Giveaway] Daily Market Talk — Broadcom Drops 12% as AI Chip Guidance Misses the Bar
🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Broadcom plunges 12% AH as Q3 AI chip guidance disappoints an elevated market. Dow falls 600 points, ending the 9-day streak. SpaceX locks in June 12 Nasdaq debut.
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Independent analysts use different methods to value SpaceX and I agree with Morningstar’s view. The current valuation depends heavily on future growth from Starship, Starlink, and xAI and not on its existing profits. In fact, SpaceX posted a net loss of $49.4 billion in 2025. Who ready care?
Would you be willing to risk your capital on this? Personally, I would rather invest in other GREAT companies. — that way, I can sleep well at night like a baby 😆.
Anyway check out the full infographic overview below for the latest updates on SpaceX 👇
☕️ [Task Coins Giveaway] Daily Market Talk — Broadcom Drops 12% as AI Chip Guidance Misses the Bar
🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Broadcom plunges 12% AH as Q3 AI chip guidance disappoints an elevated market. Dow falls 600 points, ending the 9-day streak. SpaceX locks in June 12 Nasdaq debut.
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Expectations may have been too high leading to a reality check. but AI infrastructure development and deployment is still a theme for the next decade as more bottlenecks are resolved like power, water, chip supply.
☕️ [Task Coins Giveaway] Daily Market Talk — Broadcom Drops 12% as AI Chip Guidance Misses the Bar
🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Broadcom plunges 12% AH as Q3 AI chip guidance disappoints an elevated market. Dow falls 600 points, ending the 9-day streak. SpaceX locks in June 12 Nasdaq debut.
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☕️ [Task Coins Giveaway] Daily Market Talk — Broadcom Drops 12% as AI Chip Guidance Misses the Bar
🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Broadcom plunges 12% AH as Q3 AI chip guidance disappoints an elevated market. Dow falls 600 points, ending the 9-day streak. SpaceX locks in June 12 Nasdaq debut.
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first red close on the S&P in 10 days and it was chaos
imagine if we actually stay red for a while 😆as annoying as it is, did feel healthyearnings growth is strong but some valuations genuinely are not making sense, probably why $CrowdStrike(CRWD.US) took a 10% hit oil at $95 also didn’t helpso far every dip has been bought though so bulls either are gonna be resilient here or give inSpaceX $SpaceX(SPCX.US) IPO could be sucking up plenty of liquidity as wellSource: amit
