$CRWD CrowdStrike Tape Reports
Per Ticker.id: $CRWD CrowdStrike Tape Reports — 41 podcast mentions across 11 podcasts (30 days), latest 2026-08-27 01:14 UTC.
That is Bloomberg's Ed Ludlow. Shares of NVIDIA were up by more than 4% in late U.S. trading. We also heard from Salesforce. The company gave an outlook for strong revenue expansion. Salesforce is promoting Agentforce, its AI tool meant to handle tasks such as customer service without human oversight. And the guidance suggests Salesforce can compete successfully in the AI era. Shares in Salesforce are up 14% in late U.S. trading. CrowdStrike Holdings is forecasting revenue for the full year above estimates. Estimates. The guidance reflects greater demand for cybersecurity in this age of artificial intelligence. Shares in CrowdStrike are up 11% in late trading. Meta Platforms has agreed to pay up to $18 billion as part of a settlement to end a trial over teen social media addiction. This agreement also requires Meta to put new guardrails on its platforms that would include restricting how much time younger people can scroll. California was among many states that sued.
Doug Krisner — Bloomberg News Now · Fed's Cook Rejects Trump Mortgage Fraud Claims, Bullish Nvidia Outlook, More · 2026-08-27That is Bloomberg's Ed Ludlow. Shares of NVIDIA were up by more than 4% in late U.S. trading. We also heard from Salesforce. The company gave an outlook for strong revenue expansion. Salesforce is promoting Agentforce, its AI tool meant to handle tasks such as customer service without human oversight. And the guidance suggests Salesforce can compete successfully in the AI era. Shares in Salesforce are up 14% in late U.S. trading. CrowdStrike Holdings is forecasting revenue for the full year above estimates The guidance reflects greater demand for cybersecurity in this age of artificial intelligence. Shares in CrowdStrike are up 11% in late trading. Meta Platforms has agreed to pay up to $18 billion as part of a settlement to end a trial over teen social media addiction. This agreement also requires Meta to put new guardrails on its platforms that would include restricting how much time younger people can scroll. California was among many states that sued. Here is California State AG Rob This is a significant victory for families across the country, for parents, for children, uh, for those who are suffering in silence and those who are suffering in public. At the same time, Meta Chief Legal Officer CJ Mahoney is calling on other social media platforms to put similar measures in place. This framework will only work if all our peers join us. Because teens move fluidly across dozens of apps, We need an industry-wide solution. We therefore call on our industry peers, TikTok and YouTube, to implement this new framework right away. A judge still needs to sign off on this agreement. Shares in Meta today up 1%. Russia is preparing to escalate its attacks on Ukraine. This decision comes after Moscow determined negotiations for a peace deal have reached a dead end. We are told the escalation in strikes by Ukraine has led many Russian officials to suspect President Vladimir Putin could eventually to use tactical nuclear weapons as a last resort. Here is Bloomberg's Jennifer Welch.
Doug Krisner — Bloomberg News Now · Fed's Cook Denies Wrongdoing, Nvidia on AI Demand, More · 2026-08-27That is Bloomberg's Ed Ludlow. Shares of Nvidia were up by more than 4% in late US trading. We also heard from Salesforce. The company gave an outlook for strong revenue expansion. Salesforce is promoting Agentforce, its AI tool meant to handle tasks such as customer service without human oversight. And the guidance suggests Salesforce can compete successfully in the AI era. Shares in Salesforce are up 14% in late U.S. trading. CrowdStrike Holdings is forecasting revenue for the full year above estimates. The guidance reflects greater demand for cybersecurity in this age of artificial intelligence. Shares in CrowdStrike are up 11% in late trading. Meta Platforms has agreed to pay up to $18 billion as part of a settlement to end a trial over teen social media addiction. This agreement also requires Meta to put new guardrails on its platforms that would include restricting how much time younger people can scroll. California was among many states that sued. Here is California State AG Rob Bonta.
Doug Krisner — Bloomberg News Now · Fed’s Cook Denies Wrongdoing, Nvidia Bullish Outlook, More · 2026-08-26I look at the stock, I say to myself, boy, is that low. See, unlike Salesforce, which is high, unlike NVIDIA, which is high, I like them low. Some people like them hot. I like them cool. Low versus the historic valuation too. I know that CEO Ramon Maguira needs to get that stock higher. I know they have a good balance sheet. Maybe he's motivated to do something extreme. Most important, he emphasized 4 times that, you know what, in this environment, well, there's too much inflation again because of gasoline. Don't forget, they have a lot of convenience store sales. Now, that's the genesis of an idea, not a position, just an idea. I've walked you through the starting point of the process of trying to buy a stock that hasn't moved with a good yield. After you come up with the idea, you have to do the homework. Study the company over many years, check ingredients, how it's done over many years. You don't have to do it yourself over many years. See what management has to do and figure out if they'll do it. The bottom line, we have the start not necessarily of a buy of NVIDIA. That's kind of up. Not necessarily Salesforce. That's kind of up. But for PepsiCo, for me, the question is, do I put this in the bullpen for the charitable trust? And you know what? If you want to know that answer, you got to join the investing club, which while I mull as I watch the trust stocks tonight that are doing well. CrowdStrike, Salesforce, and Nvidia explode into the stratosphere. Let's go to questions. Let's go to Alan in North Carolina.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/26/26 · 2026-08-26News when you want it with Bloomberg News Now. I'm Doug Krizner. And we begin with earnings from the company that's been called the best barometer of AI spending. After the bell, Nvidia reported second quarter sales more than doubled from last year to $96.2 billion. But the company's guidance for revenue in the current quarter left some investors underwhelmed. Later, though, on a call with analysts, Nvidia gave a bullish sales outlook for 2028, saying that revenue in that fiscal year will expand by approximately 70%. Shares in Nvidia are up 4% in late U.S. trading. We also heard from Salesforce. The company gave an outlook for strong revenue expansion. Salesforce is promoting Agentforce, its AI tool meant to handle tasks such as customer service without human oversight, and the guidance suggests Salesforce can compete successfully in the AI era. Shares in Salesforce are up 14% in late U.S. trading. CrowdStrike Holdings is forecasting revenue for the full year above estimates. The guidance reflects greater demand for cybersecurity in this age of artificial intelligence. Shares in CrowdStrike are up 11% in late trading. Meta Platforms has agreed to pay up to $18 billion as part of a settlement to end a trial over teen social media addiction. This agreement also requires Meta to put new guardrails on its platforms that would include restricting how much time younger people can scroll. California was among many states that sued. Here is California State AG Rob Bonta.
Doug Krisner — Bloomberg News Now · Nvidia Says Revenue to Grow 70%, Meta Reaches Settlement, More · 2026-08-26Hey, Ali. Hey, Carl. Software stocks are not off to a great start to earnings with Zoom down 6% and Intuit by 3%. That's putting a bit of a chill into the options on Salesforce, which reports after the bell. Put volume is outpacing call volume by almost 3 to 1 in that stock this morning, and traders are buying some pretty bearish puts. The highest volume is concentrated in the $180 strike. Puts expiring Friday. Those contracts go for $0.85 and need Salesforce to drop 12% before the weekend. If you're looking for something more optimistic in the category, you'll find it in the winners. Cybersecurity companies like Okta and CrowdStrike, which also report tonight but are up big, 55%, 65% on the year. CrowdStrike in particular stands out as a stock with the most bullish options action. Call buying outpacing puts by about 2 to 1 right now. But one thing they all have in common is big moves are expected. Salesforce currently priced for a 7% move, CrowdStrike just under that, and Okta a whopping 13%, all implied moves that are notably bigger than how much these stocks typically swing after earnings.
Oliver Renick — Squawk on the Street · 10AM Hour: Nvidia Ahead, Meta Settles, & PCE Comes In Hot 8/26/26 · 2026-08-26Good Wednesday morning. Welcome to Squawk on the Street. I'm Carl Quintanilla with Jim Cramer and David Faber at post-9 at the New York Stock Exchange. It's an important day. NVIDIA tonight, Salesforce, CrowdStrike. Pre-market is gone red. The front-end yield is bouncing on inflation data that runs a little hot. Headline PCE 3.7. That's a tenth more than expected. Energy, though, remains subdued. Brent near 86 on continued hopes for an Iran-Oman on plan to open up lanes in Hormuz. Our roadmap begins with Bill Gates delivering an AI warning as investors await a key test for the AI trade, and that is NVIDIA after the bell.
Carl Quintanilla — Squawk on the Street · 9AM HOUR: Meta-State AGs Settlement, Nvidia Earnings Countdown, Fed's Preferred Inflation Gauge Rises 8/26/26 · 2026-08-26Okay. So you, you know a lot more about this stuff than I do. If let's just say that there's a demand pull forward, isn't the CUDA operating system a major part of the story? That even if the demand for the chips fall, there's still demand to operate these things on their platform. Maybe is it sort of similar to CrowdStrike or am I making a really stupid comparison?
Michael Batnick — The Compound and Friends · Bubble bursts in 2027, Nvidia earnings preview, Materials sector set-up, AirBnB takes flight · 2026-08-25