ARR

CrowdStrike drops as revenue growth fails to impress investors despite AI push

CrowdStrike drops as revenue growth fails to impress investors despite AI push June 4 : CrowdStrike shares slid 11 per cent in Thursday's premarket trading after the cybersecurity firm's annual recurring revenue (ARR) growth failed to impress investors expecting a boost from AI investments. The stock had rallied 60 per cent in May. CrowdStrike's ARR grew 22 per cent year-over-year to $4.44 billion, of which $193.8 million of net new ARR was added in the first quarter.

We're upping our Palo Alto price target after strong earnings vanquish AI disruption fears

Palo Alto Networks reported a strong beat-and-raise quarter Tuesday night, putting to rest any lingering doubt that it will be disrupted by artificial intelligence. The stock was volatile in after-hours trading, but considering its blistering rally into earnings, it's not surprising to see this kind of reaction. Revenue for the company's fiscal 2026 third quarter increased 31% year over year to $3 billion, exceeding the Wall Street consensus estimate of $2.94 billion, according to LSEG.

Show HN: Ktx – Open-source executable context layer for data agents

CrowdStrike is a buy, just not yet. Here's why

CrowdStrike on Wednesday evening reported better-than-expected quarterly results and better-than-expected forward guidance, only to see its near-record-high stock sell off. The hot money that got in, looking for a Hewlett Packard Enterprise or Dell type post-earnings surge , no doubt booked profits, sending shares down more than 11% to around $664 each. We're not short-term thinkers.

What's behind Palo Alto's earnings sell-off — and how to proceed

Shares of Palo Alto Networks are down over 4% Wednesday, despite the cybersecurity provider delivering strong quarterly results the prior evening. This next-day move may seem a bit odd, given the company not only exceeded expectations for the reported quarter, but also issued guidance ahead of expectations for the current three-month period. So, what is the culprit?

Autonomous freight trucking company Einride rises sharply in first trade on Nasdaq

Autonomous EV freight trucking company Einride rose sharply in its first day of trading on the Nasdaq. The company went public on Wednesday morning under the ticker symbol "ENRD." Einride shares were higher by as much as 90% during trading on Wednesday morning.

Jim Cramer's top 10 things to watch in the stock market Monday

My top 10 things to watch Monday, June 8 1. The S & P 500 and Nasdaq are headed for higher opens as chipmakers rebounded following Friday's brutal selloff . Club holdings Nvidia and Broadcom are jumping nearly 2.5% and 3.3%, respectively.

I designed Microsoft's $5B EA channel architecture in 2001. The 2026 transition is missing what made it work

The Register's reporting on the Microsoft Enterprise Agreement (EA) commission collapse has been the most data-rigorous coverage in the trade press. And the trajectory it documented ($2.5 billion in LSP commissions in 2023, $1.67 billion in 2024, $583 million in 2025, zero in 2026) is the financial signature of a structural transition I have seen before, because I designed the original architecture that is now being retired. Between 1998 and 2001, I was the sole designer of the Enterprise...

strace-ui, Bonsai_term, and the TUI renaissance

We’ve always found strace useful but somewhat hard to work with. Its output is often inscrutable, it’s hard to follow subprocesses or threads, and if you want to filter syscalls you have to rerun the trace with a flag for each one. What you want in debugging is a tool for exploring, refining, etc., but strace can make this difficult.