The stock market climbed on Friday, closing out the month with strong gains. Robust quarterly earnings from Amazon (AMZN) lifted both S&P 500 and NASDAQ, which advanced 0.3% to 6,840 and 0.6% to 23,725, respectively.
S&P 500 marked its sixth consecutive monthly gain, while NASDAQ extended its winning streak to seven months.
Tweet of the Day
This is Bearish https://t.co/5cbmjx9U0a
— David Sharek (@GrowthStockGuy) October 31, 2025
Chart of the Day
Here is the one-year chart of CrowdStrike (CRWD) as of October 3, 2025, when the stock was at $490.
In last quarter’s earnings call, CrowdStrike (CRWD) saw strong growth in its identity security business as companies deal with new risks from AI. The main risk is cyberhacks with AI agents.
Management stated demand is rising sharply as more AI systems are acting like users (agentic identities or AI-driven accounts and systems) and enter the workplace, creating new risks of misuse and breaches.
To handle this agentic identities, CrowdStrike launched its Next-Gen Identity Protection, which now protects both people and AI systems. Including Falcon Shield, the company’s Next-Gen Identity Protection business grew 21% year-over-year, as more customers look to reliable ways to secure their data.
The company recently introduced a new Privileged Access Management (PAM) tool to replace old, expensive systems helping companies cut costs and make their security setup easier. Together, these new tools highlight how CrowdStrike is becoming a key player in protecting identities in the AI era.
CRWD is part of our Growth Portfolio. The stock has been so hot lately that it seems overvalued.
