The stock market went up on Monday as investors prepared for a major week featuring major earnings reports and the Federal Reserve’s latest interest rate decision.
Overall, S&P 500 rose 0.5% to 6,950, while NASDAQ increased 0.4% to 23,601.
Tweet of the Day
Oracle $ORCL Demand Remains Strong as Execution Becomes the Bottleneck | https://t.co/iCamCSnA5G
— SchoolofHardStocks (@SchoolHardStock) January 26, 2026
Chart of the Day
Here is the one-year chart of CrowdStrike (CRWD) as of January 3, 2026, when the stock was at $451.
CrowdStrike saw strong and accelerating Annual Recurring Revenue (ARR) growth, showing rising customer demand and deeper platform adoption. Last quarter, the company delivered a record $265 million in new ARR, 73% higher than the prior year period. This growth was being driven by customers consolidating more security needs onto the Falcon platform as AI expands the attack surface.
The Falcon Flex subscription model is a major growth driver, with over $1.35 billion in ARR from Flex customers, growing more than 200% year over year. Accelerating ARR confirms demand for cybersecurity in the AI era remains strong and durable.
CRWD is part of our Growth Portfolio.
