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AI startups go global from day one

AI startups go global from day one

This report is from this week’s CNBC’s The China Connection newsletter, which brings you insights and analysis on what’s driving the world’s second-largest economy. You can subscribe here. The big story Nvidia’s latest warning is that Chinese rivals are going to disrupt the world. It’s not just in chips. More often than not, the chatter among…

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Never mind the AI fears. This beat-up cybersecurity play is a ‘screamer,’ Josh Brown says

Never mind the AI fears. This beat-up cybersecurity play is a ‘screamer,’ Josh Brown says

Artificial intelligence disruption worries have put a dent into CrowdStrike shares, but Josh Brown, CEO of Ritholtz Wealth Management, remains bullish on the stock. CrowdStrike tanked nearly 16% in February. The company suffered alongside a cohort of cybersecurity stocks after Anthropic unveiled a security tool for its Claude model, sparking concerns that AI could upend…

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CrowdStrike makes case on AI with an excellent quarter — where we stand

CrowdStrike makes case on AI with an excellent quarter — where we stand

CrowdStrike delivered robust quarterly results on Tuesday, exceeding expectations across all key measures. Still, the market was wavering on whether AI would be the company’s friend or foe. We believe it’s the former. Revenue in the fiscal fourth quarter increased 23% year over year to $1.305 billion, beating the consensus estimate of $1.297 billion compiled…

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China’s factory activity slumps more than expected in February as holiday disrupts production

China’s factory activity slumps more than expected in February as holiday disrupts production

A cargo ship is parked at a berth loading and unloading containers at the Lianyungang Port Container Terminal in Jiangsu Province, China on March 1, 2026. Cfoto | Future Publishing | Getty Images China’s factory activity faltered in February as manufacturers paused production and cargo shipment to celebrate an extended holiday, an official survey showed…

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