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
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
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
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
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
AI/ML Premium: Snowballing Platform New products emerging from Snowflake will contribute to FY25. Data & Analytics SNOW MSFT GOOG AMZN Databricks NVDA ESTC MDB PLTR NET CFLT
Earnings Premium: Snowbody's fault A look at Snowflake's major hack incident and Q1 results, and bull/bear cases. Data & Analytics AI/ML SNOW Databricks CRWD MSFT GOOG Next-gen Security
Earnings Premium: CrowdStrike Q125 CrowdStrike continues to execute and move into new markets. Next-gen Security CRWD MSFT PANW
AI/ML Premium: All eyes on NVIDIA A look at what NVIDIA's coming Q1 and FY25 should bring. NVDA Hyperscalers MSFT AMZN GOOG META