CrowdStrike leverages its massive Enterprise Graph data moat to outpace AI disruption fears.

Early in the new week we'll see a broader reflection on the tariff decision; how mixed the implications are (such as not applying to some Canada restrictions) and perhaps some equity movement related to post-Expiration assignments.

Q4 GDP indicators signal recession risks as residential investment hits a 10-year low and proprietors’ income declines.

Microsoft and Broadcom are redefining income investing by pairing explosive AI growth with robust cash flow. These tech leaders leverage dominant positions to sustain dividends, offering a rare blend of growth and reliable payouts.