This chapter examines the competitive dynamics within the cybersecurity sector, particularly post-outage implications for CrowdStrike and its rivals. It highlights CrowdStrike's new approach to content updates aimed at enhancing customer autonomy while also discussing the competitive viability of firms like Palo Alto and SentinelOne.
Why is the chip designer spending $50 billion on share buybacks?
(00:21) Tim Beyers and Ricky Mulvey discuss:
- Highlights from Nvidia’s earnings.
- What future supercomputing systems could create.
- CrowdStrike’s first call since its outage.
Companies discussed: NVDA, CRWD, PANW, S
Learn more about the Range Rover Sport at www.landroverusa.com
Host: Ricky Mulvey
Guest: Tim Beyers
Engineer: Tim Sparks
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