Halftime trade alert from bill baruch he does join us because he has bought crowdstrike why did you do that . Good to have you on. Tell us about this trade and why you decided now is the right time thanks for having me on we know crowdstrike had a big reaction after the Earnings Report earlier this year, and then it sold off pretty well we stayed away from traditional Cyber Security over the last year, and really missed a name like this in the bull market in 2023 not saying we have quite a bit of exposure in names like nvidia and others, but one of the reasons why i stayed away from traditional Cyber Security was a fear that the hyper scalers were going to roll out a really Competitive Edge in the securities space and useers that were already on their platforms would begin adopting such. Anecdotally, i had a conversation with dan ives earlier this year in february and addsked him how he feels abu it theres nobody better to ask his response to me was, ive been getting that question ever
Putin said moscow opposes any unilateral change to the agreement. President trump has refused to recertify the deal. France, germany and the year be in union have also urged President Trump to adhere to the agreement. U. S. Navy leaders are recommending a sweeping list of changes in sailor training, requirements and safety procedures. The ap learned a report scheduled to be released tomorrow seeks to address systemic problems across the Pacific Fleet that led to two deadly collisions earlier this year leaving 17 sailors dead. News 24 hours a day powered morning i am Mark Crumpton. This is bloomberg. Live from bloombergs World Headquarters in new york. Were 30 minutes from the close of trading. U. S. Stocks mixed as the fed keeps on track for the debt rate hike and we await news for the next fed chair. Can add tax reform to the list of tax agenda items facing a delay on capitol hill. House republicans plan to rewrite unveil the plan tomorrow morning. Gears up to phase investors after fa
Strength as it heads for the gulf. Good morning. Welcome to a special labor day edition of early start. Im alison kosik. Im dave briggs. It is a late start for monday, september 3rd. We start with john mccain. The competing visions for the future of the Republican Party on display at the funeral for late senator john mccain. Speakers at the saturday certify saturday service in sharp contrast to the president. Meghan mccain made several references in her emotional remarks. The america of john mccain has no need to be made great again because america was always great. We gather here to mourn the passing of american greatness. The real thing. Not cheap rhetoric from men who will never come near the sacrifice he gave so willingly. Nor the opportunistic appropriation of those who live lives of comfort and privilege while he suffered and served. Her remarks drew anger over the issue of politicizing the service. After, this trump tweeted, we will let you decide if it is a coincidence. Lindsey