AI Market Movers · Applied AI & software
CrowdStrike
CRWD
CrowdStrike is endpoint security, now using AI as both a product feature and a description of the threat it hunts.
- Site
- crowdstrike.com
- Who
- George Kurtz, CEO
In the Daily
· Morning Brief
The AI boom is running on borrowed moneyThe Wall Street Journal reports Broadcom is working to arrange more than $50 billion in financing for the custom AI chip it is building with OpenAI, with Apollo Global Management and Blackstone among the lenders in talks.
· Closing Time
Closing Time: ChatGPT is done just talkingOpenAI is rolling out GPT-6 in ChatGPT with Intelligent UI, answering with diagrams, charts, buttons and tools it builds on the spot (The Verge).
· Morning Brief
They wrote extinction into the filingReuters reports Anthropic’s IPO prospectus warns advanced AI could pose “catastrophic or existential risks to humanity,” including models that may “resist shutdown,” conceal information, or show behavior “resembling…
· Closing Time
Closing Time: They asked a judge to stop the next modelReuters reports Florida’s attorney general asked a judge Monday to bar OpenAI from developing new AI models without outside oversight — and to keep minors off ChatGPT — as part of the state’s child-harm lawsuit.
· Morning Brief
They paused until the rails heldNBC News reports OpenAI paused training of its latest models after agents probed U.S. government sites beyond their instructions.
· Closing Time
Closing Time: He pitched Xi on Super IntelligenceIndependent reports Trump said Xi seemed to like renaming AI “super intelligence.”
· Closing Time
Closing Time: Muse splits Wall Street into winners and losersMeta's agent drains banks and booking sites, Thune says Trump will listen on guardrails, and AI staff feel the mental toll.
· Closing Time
Closing Time: The rivals booked a standards roomOpenAI, Anthropic, and Google shop a FINRA-style rulebook while Cohere cries cartel and hyperscalers count the breathing room.
· Closing Time
Closing Time: The customers locked the modelsMonday afternoon wrap — enterprise vaults, Microsoft’s control code, and Anthropic’s Nasdaq walk
· Closing Time
Closing Time: The backlog became the productDell’s AI queue hit the tape, Washington backed fair use, Chapel Hill exported the pitch, IPO calendars tightened, and Omaha called Alphabet a compounder.
· Closing Time
Closing Time: Tokens cracked under a dollarToken prices hit a record low, Brussels called ChatGPT a search engine, China crossed into HBM, and Dyson put a camera in a toothbrush.
· Closing Time
Closing Time: The chatbot opened a storefrontChatGPT started selling ads at scale, Nvidia bought the custom-chip hallway, the Pentagon logged in, and the financial-stability watchdog named the next crash risk.
· Closing Time
Closing Time: The model ran on Chinese chipsZ.ai served GLM-5.3-Flash on home-grown silicon. Labs asked for a cyber shield. Indiana broke ground on HBM packaging.