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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Emerging market debt offers high yield, diversification – proceed carefully

Emerging market debt offers high yield, diversification – proceed carefully

The search for yield – especially when markets are in turmoil – has investors digging into emerging market debt for new opportunities and to diversify their portfolios. Investors poured $152 billion into emerging market debt exchange-traded products in 2025, according to BlackRock and Markit. That compares to the $103 billion that flowed into emerging market…

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Howard Lutnick volunteers to testify to House committee

Howard Lutnick volunteers to testify to House committee

U.S. Commerce Secretary Howard Lutnick sits to testify before the Senate Appropriations Subcommittee on Commerce, Justice, Science, and Related Agencies hearing to examine a review of broadband deployment funding at the Department of Commerce, on Capitol Hill in Washington, D.C., U.S., February 10, 2026. Elizabeth Frantz | Reuters Commerce Secretary Howard Lutnick has voluntarily agreed…

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