The oil market always seems to know everything. I've seen it time and time again. We saw the same story play out today and it was very good for the stock market.Dow Jones gaining 238 points, S&P climbing 78%. And the Nasdaq falling 1.29%. Because oil was at last, thank heavens, chill.If you read about the war with Iran, you know what. You're going to find a continual theme. It's broadening. It's widening.is getting ever more perilous. Yesterday, the front page of many newspapers told a story of Iran's vast ...

Core Insights - CrowdStrike has rapidly transitioned from a startup to a dominant player in the cybersecurity industry since its inception in 2011, currently boasting a market capitalization of nearly $100 billion [1]. Company Overview - The company's success is attributed to its focus on sustained profitability, characterized by strong margins, stable and expanding free cash flow, and high returns on invested capital [1]. Investment Philosophy - The investment strategy emphasizes the importance of sustained profitability over valuation alone, indicating a long-term approach to investing in U.S. and European equities, particularly undervalued growth stocks and high-quality dividend growers [1].

Core Viewpoint - CrowdStrike reported strong fourth-quarter results that surpassed Wall Street expectations, while providing guidance for fiscal 2027 that aligns closely with analyst forecasts, amidst concerns regarding AI-driven disruptions in the software sector [1][3]. Financial Performance - For the fourth quarter, CrowdStrike achieved earnings of $1.12 per share, exceeding analyst estimates of $1.10, and reported revenue of $1.31 billion, slightly above the consensus forecast of $1.30 billion [1]. - The company ended fiscal 2026 with $5.25 billion in annual recurring revenue, which included $1.01 billion in net new annual recurring revenue during the year [4]. - CrowdStrike reported record operating cash flow and free cash flow for both the quarter and the full fiscal year [4]. Future Guidance - For the first quarter, CrowdStrike projected earnings per share between $1.06 and $1.07, aligning with the consensus estimate of $1.07, and set revenue guidance at $1.36 billion to $1.364 billion, consistent with expectations [2]. - For fiscal 2027, the company anticipates earnings per share in the range of $4.78 to $4.90, compared to analyst forecasts of $4.84, with full-year revenue projected between $5.87 billion and $5.93 billion, broadly in line with consensus estimates of $5.87 billion [3]. Market Trends - Management indicated that the increasing enterprise adoption of artificial intelligence is driving greater demand for security platforms, as organizations seek to protect AI models, data, and workloads [3].

Castellum, Inc. Announces 2025 Unaudited Financial Results Castellum, Inc. (NYSE-American: CTM), announces certain unaudited highlights of its operating results for its year ended December 31, 2025 - www.castellumus.com VIENNA, Va., March 04, 2026 (GLOBE NEWSWIRE) -- Castellum, Inc. (“Castellum” “CTM”, “we” or the “Company”) (NYSE-American: CTM), a cybersecurity, electronic warfare, and software services company focused on the federal government, announces certain unaudited highlights of its operating r ...

Presentation Meta MarshallMorgan Stanley, Research Division Everybody. We are just debating safe harbors. So I will read one to kick off. For important disclosures, please see the Morgan Stanley research disclosure website at morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative. Cooper, also you have a safe harbor you'd like to read, and then we'll go into... Cooper Werner Thank you. It's exciting stuff. So just to get our safe harb ...

Core Insights - Okta Inc. exceeded Wall Street's fourth-quarter revenue estimates, driven by increased demand for securing artificial intelligence agents, with revenues growing 11% year-over-year and net income rising to $63 million from $23 million a year ago [1][2] Financial Performance - For the fourth quarter, Okta reported revenues of $761 million, surpassing analyst expectations of $749 million, and adjusted earnings per share (EPS) of 90 cents, exceeding the forecast of 85 cents [6] - The company's first-quarter guidance projected revenues between $749 million and $753 million and adjusted EPS between 84 cents and 86 cents, falling short of analyst expectations of $755 million in revenue and 87 cents in EPS [2] - For the full year, Okta anticipates revenues between $3.17 billion and $3.19 billion, aligning with analyst estimates [5] Market Position and Outlook - Okta is capitalizing on the growing security needs associated with the proliferation of agentic AI, despite facing challenges in the cybersecurity sector due to new AI tools causing market volatility [3][4] - The company's remaining performance obligations, indicating its subscription backlog, increased by 15% year-over-year to $4.83 billion, exceeding the StreetAccount estimate of $4.62 billion [4] - CEO Todd McKinnon expressed confidence in Okta's ability to capture opportunities in the identity market, emphasizing the importance of trust and reputation in delivering secure solutions [4]

U.S. equity markets staged a significant recovery on Wednesday, March 4, 2026, as investors processed a batch of resilient labor data and found relief in stabilizing energy prices. Following a period of intense volatility driven by the ongoing conflict in the Middle East, the major indices demonstrated broad-based strength, led by a resurgence in the technology sector. The market's "fear gauge," the VIX, collapsed over 10% to settle at 21.12, signaling that while caution remains elevated, the immediate pani ...

proxies†allied with Iran's government. Photo: Getty ImagesShares of cybersecurity-software companies have been on a roll this week, with investors reacting to the heightened threat of digital warfare as the Iran conflict escalates.Below is a list of this week's best performers in this industry group that also includes projected sales growth and valuation measures.About the AuthorPhilip van DoornPhilip van Doorn writes the Deep Dive investing column for MarketWatch. Follow him on Twitter @PhilipvanDoorn.Tomi ...

As filed with the U.S. Securities and Exchange Commission on March 4, 2026. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 3 to Form F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Evvolutions LeadTech Inc (Exact Name of Registrant as Specified in its Charter) Cayman Islands 7373 Not Applicable (State or Other Jurisdiction of Incorporation or Organization) (Primary Standard Industrial Classification Code Number) (I.R.S. Employer 28 Genting Lane, #05-07, Pla ...

Fears of cyberattacks on Western companies and infrastructure remain high even as no major attacks have yet to be reported. Sanaz Yashar, co-founder and CEO of cybersecurity startup Zafran and a former member of Israel's military spy unit, speaks about the risks with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” -------- Like this video? Subscribe to Bloomberg Technology on YouTube: https://www.youtube.com/channel/UCrM7B7SL_g1edFOnmj-SDKg Watch the latest full episodes of "Bloomberg Technology" with Caro ...