$CrowdStrike(CRWD.US)With Treasury yields above 5%, growth stocks should feel the pressure. Yet CRWD and PANW keep pushi… | Longbridge

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1 day ago, 12:38 PM

$CrowdStrike(CRWD.US)

With Treasury yields above 5%, growth stocks should feel the pressure. Yet CRWD and PANW keep pushing higher. Maybe investors see cybersecurity differently: AI spending can be delayed, but securing data and systems can’t.

Captain's Compass

🎁[Reward] Higher Yields, Wider Divide: Stricter On Hardware Stocks?

The 10-year Treasury yield briefly topped 5%, the highest since 2007. The Fed is hiking again, oil is above $105, and AI infrastructure companies are borrowing heavily — competing with Treasuries for ...

Spread vs. Us Benchmark Bond-10 Year ICE BofA US High Yield (Right) 一 350 340 33

Average annual infrastructure spending as a percentage of GDP Telecom Canals Rai

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CrowdStrike

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