CrowdStrike earnings, Zscaler and the cybersecurity landscape: Asking for a Trend

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Hewlett Packard Enterprise,Trend,Crowdstrike

On Monday's episode of Asking for a Trend, Yahoo Finance anchor Josh Lipton breaks down the stocks to watch this week, as CrowdStrike (CRWD), PVH (PVH...

I'm Josh Lipton and for the next half hour going to be breaking down the trends of today that I move stocks tomorrow.We're going to be diving into mean stocks reignited a reddit post reportedly from the stock leader, Keith Gill sparks a wide ranging rally but the Wall Street Journal reporting that E trade is considering removing him from the platform plus concerning that's how the head of the NSA described cyber threats from China hackers.

Jay, I mean, a lot of threats, rogue states, bad actors, criminal gangs, what are you seeing out there, Jay, they the two main areas, one the people who want to make money quick so ran somewhere on the rise and then there are nation states trying to steal secrets. And Jay, of course, um this is an election year, not only in the US, we just had an election in Mexico, we just had an election in India.

Um What are you seeing, Jay look, large companies like Microsoft, they want to expand in all areas, right?They have had overlapping products for a while.But when I talk to large enterprises, they asked for two things. And one company is getting big backing from meta alphabet and JP Morgan Akiko Fujita takes a closer look for the latest episode of next.You can already see a streak where we've already spread out there.

Lithos carbon is speeding that up more than 1000 times by spreading the finest form of rock dust across farm fields.Li says all of the rain combined with the salt also helps improve crop yields.One the roots, they break up the rock dust faster.They need to do this to rehabilitate their soils. There's multiple different pathways, chemical pathways for which you can take co two out of air and no one really knows for sure yet, which ones are going to be able to scale the fastest and come down the price curve most effectively.

The UN panel on climate change says we need to remove up to 10 billion tons per year by 2050 to avoid the worst impacts of climate change. Direct air capture has the simplest measuring system, but it requires building large factories that can suck co two out of the air. It's a big reason why companies with the most aggressive climate commitments are backing new technologies.

So part of these large optic agreements, what they allow us to do is start leveraging more efficient methods of transportation like rail or like barge. And in these situations where you have the capture occurring over it could be acres, it could be thousands of acres.So how do you sample it and up with an agreed upon number, that is the removal that can then be sold.

Our goal is in the next 3 to 4 years to get as much data as possible that allow us to go the full way models that allow us to say, hey, we know the soil types, you know the crop types, we know the climate, we see ourselves building something like the Google maps of enhanced weathering from there being able to scale down our measurement cost that really really to the whole lion's share of profits at the moment scale down.

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