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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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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