Group 1: CrowdStrike - CrowdStrike Holdings has faced a decline in share price due to a significant outage and a weaker-than-expected outlook for fiscal year 2026, with shares down 4% over the past three months and a 26% drop from its record high [2][3] - The company has demonstrated strong customer support, closing over 20 deals worth more than $10 million each and over 350 deals worth more than $1 million each in its fiscal fourth quarter [5] - CrowdStrike's dollar-based net retention rate was 112% in its fourth quarter, indicating existing customers spent 12% more than the previous year, contributing to its revenue growth, which surpassed $1 billion in subscription revenue for the first time [6] - The total addressable market for CrowdStrike's AI-native platform is expected to grow from an estimated $116 billion this year to $250 billion by 2029, positioning the company as a major player in the cybersecurity sector [7] Group 2: Amazon - Amazon, with a market cap exceeding $2 trillion, is recognized as a growth stock, particularly due to its cloud computing segment, Amazon Web Services (AWS) [8] - AWS revenue grew 19% year over year in 2024, reaching $107 billion, with operating income of $40 billion, which constituted 58% of Amazon's total operating income despite being only 17% of total revenue [9] - Amazon is focusing on building foundational AI infrastructure through platforms like Bedrock and SageMaker, which allows customers to develop their own AI tools, helping AWS maintain its market leadership [10] - The company invested nearly $83 billion in capital expenditures in 2024, primarily to support AWS growth, with plans to increase spending to around $100 billion in 2025 [11]
2 Growth Stocks You Can Buy and Hold for the Next Decade