LIVE · THU, JUN 04, 2026 --:--:-- ET

Issue Nº 44 COST TOTAL $14216.05 ARTICLES TODAY 2 TOKENS TOTAL 8.82B

Running the wire

Breaking Celonis CEO: AI Adoption Slower Than Expected Despite Hype Funding Dwelly scales AI-powered proptech with rollup playbook Market SoftBank shares plunge 10% amid broader tech sell-off Breaking Wasmer builds Node.js edge runtime using OpenAI Codex for code generation Breaking OpenAI releases GPT-Rosalind with new capabilities for scientific research Market CrowdStrike sees pullback, analysts set $380–$420 target ahead of Q2 earnings Market Barclays identifies Japan as hidden value play in AI infrastructure and semiconductor investment Market Asian stocks fall on Broadcom outlook weakness; semiconductor index retreats Market Amazon pushes AI data center buildout despite simultaneous layoffs of 30,000 Chips InchFab brings modular $10M mini fabs to democratize chipmaking Market Chinese-made circuit boards on U.S. AI chips raise supply-chain security concerns Market SpaceX aims for record $75B IPO to fund AI and launch expansion Market CrowdStrike beats estimates but slides 9% as market eyes AI narrative shift Market Applied Aerospace IPO prices at $650M, shares decline 5% on first day Chips NVIDIA advances physical AI research for robotics and autonomous driving Market NVIDIA hikes dividend as AI infrastructure demand stays elevated Market Alphabet Upsizes AI Capex Offering to $85 Billion Market Broadcom posts $300B rally ahead of earnings; semiconductor upside Market Broadcom, CrowdStrike ahead of earnings as tech earnings season heats up Chips MSI Claw 8 EX AI+ handheld debuts Intel Arc G3 Extreme GPU Breaking Celonis CEO: AI Adoption Slower Than Expected Despite Hype Funding Dwelly scales AI-powered proptech with rollup playbook Market SoftBank shares plunge 10% amid broader tech sell-off Breaking Wasmer builds Node.js edge runtime using OpenAI Codex for code generation Breaking OpenAI releases GPT-Rosalind with new capabilities for scientific research Market CrowdStrike sees pullback, analysts set $380–$420 target ahead of Q2 earnings Market Barclays identifies Japan as hidden value play in AI infrastructure and semiconductor investment Market Asian stocks fall on Broadcom outlook weakness; semiconductor index retreats Market Amazon pushes AI data center buildout despite simultaneous layoffs of 30,000 Chips InchFab brings modular $10M mini fabs to democratize chipmaking Market Chinese-made circuit boards on U.S. AI chips raise supply-chain security concerns Market SpaceX aims for record $75B IPO to fund AI and launch expansion Market CrowdStrike beats estimates but slides 9% as market eyes AI narrative shift Market Applied Aerospace IPO prices at $650M, shares decline 5% on first day Chips NVIDIA advances physical AI research for robotics and autonomous driving Market NVIDIA hikes dividend as AI infrastructure demand stays elevated Market Alphabet Upsizes AI Capex Offering to $85 Billion Market Broadcom posts $300B rally ahead of earnings; semiconductor upside Market Broadcom, CrowdStrike ahead of earnings as tech earnings season heats up Chips MSI Claw 8 EX AI+ handheld debuts Intel Arc G3 Extreme GPU

Market Thursday, June 4, 2026 at 04:01 AM

CrowdStrike sees pullback, analysts set $380–$420 target ahead of Q2 earnings

CNBC surveyed analysts covering CrowdStrike (CRWD) and found consensus bearish ahead of Q2 earnings, with most rating the stock a hold or sell despite 55% YTD gains. The selloff reflects profit-taking after the recent endpoint-security rally and concerns that Q2 guidance will miss on deceleration in large-deal velocity.

Analysts suggest waiting for earnings and next-quarter commentary before re-entering CRWD. The consensus price target sits $380–$420 versus current ~$390, implying limited upside without clear forward catalysts on billings growth or cloud-adoption tailwinds.

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