AI Capex Surge, Bottlenecks, And The Race For ROI

04:45pm, Thursday, 09'th Apr 2026
Two of Seeking Alpha's top tech analysts, Amrita Roy and Uttam Dey, share how they approach the sector. AI CapEx ROI is the defining theme for 2026, with hyperscalers' $680B spend shifting from cash f

The Big 3: AMZN, CSCO, CRWD

01:00pm, Thursday, 09'th Apr 2026
Jason Brown (@brownreport) returns to Big 3 and offers stocks he sees adding muscle to the AI infrastructure theme. He sees Amazon (AMZN) "at the beginning, not the end" of its AWS capabilities, Cisco
CRWD's identity security business is accelerating fast, with strong ARR growth, product traction and rising enterprise demand boosting its role in future growth.
The software-as-a-service (SaaS) sell-off or SaaS-pocalypse, as it's commonly referred to, has been a major story this year.
CrowdStrike is best positioned to benefit from Anthropic's Project Glasswing initiative, shifting the narrative from 'AI kills cybersecurity' to 'AI powers next-gen security.' CRWD's Falcon platform s
BIP Wealth LLC acquired a new stake in CrowdStrike (NASDAQ: CRWD) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund acquired 2,762 shares of the company's
You're going to have a higher volume of attacks because AI is out there. It's going to find vulnerabilities that have never been found before, and you're going to have less time to actually patch thes
Cybersecurity stocks could have more room to run, according to JPMorgan, which sees recent developments in artificial intelligence as a tailwind rather than a threat for leading players like Palo Alto
Palo Alto Networks and CrowdStrike are members of Anthropic's new Project Glasswing cybersecurity initiative.
Cane Capital Partners LLC purchased a new stake in CrowdStrike (NASDAQ: CRWD) during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The i
Azzad Asset Management Inc. ADV bought a new position in shares of CrowdStrike (NASDAQ: CRWD) during the fourth quarter, according to its most recent filing with the SEC. The fund bought 1,997 shares
A new coalition announced by Anthropic suggests that the AI company is looking to partner with traditional cybersecurity vendors — not compete against them.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often
Cybersecurity stocks have lagged during the AI race. Wall Street analysts predict that AI spending for cybersecurity will increase.
CrowdStrike (NASDAQ: CRWD - Get Free Report) declared that its board has approved a stock repurchase plan on Monday, April 6th, RTT News reports. The company plans to buyback $500.00 million in outsta
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