Next-gen Security Premium: CNAPP moves Results and moves from CNAPP competitors like Palo Alto, SentinelOne, Zscaler, and Wiz. CRWD PANW ZS S Wiz NET
Next-gen Security Premium: Security shifts A look at the XDR, CNAPP, and SIEM landscapes. CRWD S MSFT PANW ZS DDOG FTNT Netskope Wiz NET
Next-gen Security Premium: Eyes on Falcon A look at CrowdStrike after Fal.con and IR day. CRWD PANW S NET NVDA ZS DDOG Wiz
Earnings Premium: Lost in the crowd A look at CrowdStrike Q225 earnings and impacts from "the incident". Next-gen Security CRWD S PANW MSFT FTNT
Earnings Premium: NVIDIA Q225 Earnings Hopper will continue to grow in 2H, and Blackwell will come on strong in Q4. AI/ML NVDA
AI/ML Premium: NVIDIA waves The waves of product releases from here, and a bit more on Blackwell delays. NVDA
AI/ML Premium: NVIDIA's woes NVIDIA's supply constraints have been easing until it hit some Blackwell delays. NVDA AMZN GOOG MSFT
Earnings Premium: Monday Monday A quick look at Monday's earnings and some competitive moves. Operational Tooling MNDY ASAN SMAR MSFT TEAM HUBS FRSH
AI/ML Premium: AI successes A quick look at Palantir earnings and Databricks growth. Data & Analytics PLTR AAPL Databricks SNOW NVDA
Hyperscalers Premium: The Cloud AI Wars A look at cloud results for Q2 2024, and the rising demand for GPUs. AMZN GOOG MSFT NVDA PLTR Databricks SNOW AI/ML GTLB CRWD
Data & Analytics Premium: Looking into Palantir A look at what is behind Palantir's recent resurgence. AI/ML PLTR SNOW Databricks Hyperscalers AMZN MSFT GOOG
Next-gen Security Premium: Y2K tsunami CrowdStrike caused a worldwide tsunami today. CRWD S MSFT GOOG
Operational Tooling Premium: Samsara Beyond A look at Samsara's Q125 and announcements at Beyond. IOT AI/ML
Data & Analytics Premium: Snow drifts Snowflake's moving towards the open data ecosystem, and that is a good thing. AI/ML SNOW Databricks AMZN GOOG MSFT CFLT NET ESTC MDB
