Core Viewpoint - CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is recognized for its strong position in the cybersecurity sector, particularly in leveraging artificial intelligence and machine learning for threat detection, despite recent stock price declines [2]. Group 1: Stock Performance - The shares of CrowdStrike are down by 5.7% over the past year and by 5.3% year-to-date [2]. - Investment bank HSBC upgraded CrowdStrike from Hold to Buy, setting a price target of $446 per share [2]. - Macquarie maintained a Neutral rating with a price target of $485 per share [2]. Group 2: Industry Position - CrowdStrike holds a significant position in critical industry sectors, including endpoint platforms and identity protection [2]. - The company is noted for its partnership with Anthropic, which is seen as a positive factor for its market position [4]. Group 3: Analyst Sentiment - Jim Cramer has expressed optimism about the cybersecurity sector and views the current stock price decline as an opportunity [4]. - There is a belief that while CrowdStrike is a strong investment, other AI stocks may offer higher returns with limited downside risk [4].

Core Viewpoint - CrowdStrike Holdings, Inc. (NASDAQ: CRWD) is recognized as an attractive investment opportunity due to its valuation and growth potential in the AI-driven cybersecurity sector, with a price target set at $446.00 by HSBC analyst Stephen Bersey [1]. Group 1: Financial Performance - HSBC projects a non-GAAP EPS CAGR of 38.3% for CrowdStrike over FY26-29, supported by a strong revenue CAGR of 27.5% and an expansion of non-GAAP operating margins by 775 basis points [2]. - The company's non-GAAP operating margin for CY26 is estimated at 21.6%, which is below the 40%+ margins of other established software companies, indicating significant room for improvement [3]. Group 2: Competitive Advantages - CrowdStrike holds a leadership position in the high-growth area of cybersecurity, benefiting from its cloud-native architecture and structural advantages in AI/ML-driven detection [1]. - The firm highlights that competitors like Palo Alto face challenges in scaling endpoint data aggregation, giving CrowdStrike a competitive edge [2]. - The rising adoption of cloud-based software and the ongoing AI revolution are expected to further enhance CrowdStrike's market position [3].

Daily News 🗞 | February 13• Strategy CEO eyes more preferred stock to fund Bitcoin buys• Tom Lee: Ether set for another ‘V-shaped recovery’• Gen Z flirts with crypto to pay for dates this Valentine’s• Thailand approves crypto as underlying assets in derivatives markets• UK government appoints HSBC for tokenized bond pilot#CryptoNews #PoloniexNEWS ...

RT James Hunt (@humanjets)ICYMI: Here's a quick news recap from today's Asia & EMEA sessions @TheBlock__ 👇💰 Binance completed the $1 billion conversion of its SAFU fund reserves into bitcoin.🇹🇭 The Thai SEC said it will support the integration of digital assets into the local derivatives market.🐂 Cathie Wood's Ark Invest has now bought shares in the Peter Thiel-backed crypto firm Bullish for 10 days straight.🇬🇧 The UK selected HSBC as the platform provider for its tokenized government bond pilot.🇮🇱 Israeli ...

Core Insights - The UK has selected HSBC's blockchain platform for its pilot issuance of tokenised government bonds, positioning the country as a leader among G7 nations in exploring blockchain for sovereign debt [1] - The pilot, named "Digital Gilt Instrument," aims to enhance capital market efficiency and reduce costs for financial institutions through distributed-ledger technology [1] - HSBC's Orion platform has successfully facilitated the issuance of over $3.5 billion in digital bonds globally across various sectors [1] Company Insights - HSBC is actively involved in the development of the UK gilt market and the broader economy, expressing satisfaction with its role in the pilot project [1] - The bank's global head of markets and securities services highlighted the platform's proven track record in other jurisdictions [1] Industry Insights - There is a growing global interest in issuing traditional assets on blockchain, although tokenised debt currently represents a small portion of the overall market [1] - The UK government has also engaged Ashurst LLP to provide legal services for the Digital Gilt Instrument pilot [1]

Core Viewpoint - JPMorgan Chase & Co. is recognized as one of the 10 Most Profitable Undervalued Stocks to Buy, with recent analyst upgrades indicating a more favorable outlook for the stock [1][8]. Group 1: Analyst Upgrades - HSBC upgraded JPMorgan Chase & Co. from Reduce to Hold, setting a new price target of $319 following the stock's recent weak performance [1][8]. - Baird analyst David George upgraded JPMorgan from Underperform to Neutral while maintaining a price target of $280, noting that the stock's risk-reward profile has become "more reasonable" despite not seeing a compelling case for new capital [2]. Group 2: Financial Performance - JPMorgan reported fourth-quarter revenue of $45.8 billion, with managed revenue at $46.8 billion, slightly above the consensus estimate of $46.25 billion [4]. - The bank projected net interest income excluding markets of approximately $95 billion for fiscal 2026, contingent on market conditions, and adjusted expenses of around $105 billion, excluding legal costs [4]. Group 3: Investment Banking Activity - Jersey Mike's Subs has engaged JPMorgan and Morgan Stanley for a potential public listing, targeting an IPO as early as Q3 2026, which would enhance JPMorgan's investment banking pipeline and fee generation from equity underwriting [3]. Group 4: Business Segments - JPMorgan Chase & Co. operates globally as a financial services company through three segments: Consumer & Community Banking, Commercial & Investment Banking, and Asset & Wealth Management [5].

9 a. m. in Shanghai, Shenzhen, and here in Hong Kong, you're watching the China show.I'm Yvonne Man with David Ingles. Good morning. We're counting down to the open at markets in Greater China.Our top stories today. Asian stocks rebounding to start the week off. Investors taking cues from Friday's strong close on Wall Street.Tech in focus at the open after sinking into bear market territory. Japanese stocks getting a lift from prime minister. So now target is landslide election victory, giving her party a s ...

Core Insights - The iShares Core MSCI Total International Stock ETF (IXUS) includes both developed and emerging markets, while the iShares Core MSCI EAFE ETF (IEFA) focuses solely on developed markets, providing different investment exposures [1][2] Cost & Size Comparison - Both IXUS and IEFA have an expense ratio of 0.07% - As of January 30, 2026, IXUS has a 1-year return of 37.7% compared to IEFA's 34.9% - IXUS has a dividend yield of 3.2%, while IEFA offers a slightly higher yield at 3.6% - IXUS has assets under management (AUM) of $51.9 billion, whereas IEFA has a significantly larger AUM of $162.6 billion [3][4] Performance & Risk Comparison - The maximum drawdown over five years for IXUS is -30.05%, while IEFA's is -30.41% - An investment of $1,000 in IXUS would grow to $1,305 over five years, compared to $1,353 for IEFA [5] Portfolio Composition - IEFA tracks developed markets in Europe, Australasia, and the Far East, holding 2,589 companies with a sector tilt towards financial services (22%), industrials (20%), and healthcare (11%) [6] - IXUS holds over 4,100 stocks, providing broader diversification with sector allocations leaning towards financial services, industrials, and basic materials, featuring top holdings in Taiwan Semiconductor Manufacturing, ASML, and Samsung Electronics [7] Investment Implications - The choice between IXUS and IEFA depends on the desired exposure; IEFA avoids the volatility of emerging markets but limits potential upside during strong emerging market cycles, while IXUS offers broader diversification and exposure to high-growth potential [8]

Is crypto dead. >> Capital, technology, and culture. And if you look at those three things, I think they're good ways to identify whether or not you continue to see the momentum gives you then a signal to say, is this something that you want to continue investing in or looking at to invest in or considering to to enter, right.What is a good predictor of uh innovation, adoption. It boils down to three things. in my [music] face.She's the queen of the game. Stacking crypto like it's her claim the fame. If you ...

Core Viewpoint - Chevron Corporation (NYSE:CVX) is recognized as one of the best oil and gas stocks to buy, but recent analyst actions indicate mixed sentiments regarding its valuation and future prospects [1][7]. Group 1: Analyst Ratings and Price Targets - HSBC raised its price target on Chevron from $169 to $180 but downgraded its rating from Buy to Hold, citing stretched stock valuation due to year-to-date gains and optimism around Venezuela and higher oil prices [1][2]. - JPMorgan increased its price target on Chevron from $176 to $181 while maintaining an Overweight rating, emphasizing the company's favorable investment cycle following the HES merger and expected annual savings of $3 billion to $4 billion from cost reduction efforts by 2026 [3]. Group 2: Financial Metrics and Competitiveness - Chevron's projected distribution yield for 2026 is noted to be 7.2%, which is now lower than that of its European competitors, indicating potential competitive challenges in yield attractiveness [2]. - The company is involved in the production of crude oil and natural gas, as well as manufacturing transportation fuels, lubricants, petrochemicals, and additives, highlighting its diversified operations within the energy sector [4].