Today

5m 55s

CrowdStrike ARR Tops $5.2B

About this episode

CrowdStrike's (CRWD) Q4 financial results demonstrate ARR surpassing $5B. (00:13) U.S. Senate set to vote on Trump’s Iran war decision amid widening conflict. (01:21) Anthropic approaches $20B revenue run rate amid Pentagon clash over AI use. (02:26)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers Wednesday: MRNA, GTLB, and more
Superintelligence push: Meta said to create applied AI engineering organization
Firearm demand continues its five-year downtrend in the U.S.
OpenAI eyeing contract with NATO, defends Pentagon deal: report

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Yesterday

Dip buyers face froth fighters

Bulls and bears battle as oil, dollar rally. (0:15) Paramount debt cut to junk. (2:39) Amazon buys George Washington University satellite campus. (2:52) Show NotesThe Jefferies AI Beneficiary BasketEpisode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here an ... Show More

4m 32s

Yesterday

Tech drags futures lower

Stock index futures tumble as tech weakness weighs. (00:14) Drone strikes damage AWS infrastructure in UAE and Bahrain, disrupt services. (01:19) OpenAI CEO Sam Altman says company ‘shouldn’t have rushed’ Pentagon deal after Anthropic ban. (02:17)Episode transcripts seekingalpha. ... Show More

5m 42s

Mar 2

Travel stocks slide in wake of conflict

Cruise lines, airlines, hotels all struggle. (0:15) AES plunges after agreeing to buyout. (1:41) ISM Manufacturing Index tops expectations. (2:05)Show NotesThe Jefferies AI Risk BasketEpisode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full acc ... Show More

4m 9s

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