Geopolitics Alpha

Palantir and CrowdStrike stocks tumble as Wall Street dumps software's AI winners

Published . Updated .

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GEOPOLITICS ALPHAPalantir and CrowdStrike stockstumble as Wall Street dumpssoftware's AI winnersPLTRCRWDGEOPOLITICS ALPHA

This report is about AI and big tech and software.

Directly affected

  • PLTR Palantir Technologies-10.9% 30d

    Named in this report.

  • CRWD CrowdStrike Holdings+1.5% 10d

    Named in this report.

Indirectly affected

  • QQQ Invesco QQQ-9.8% 30d

    Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.

  • AIQ Global X Artificial Intelligence & Technology ETF-2.2% 16d

    Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.

  • IGV iShares Expanded Tech-Software ETF+6.5% 6d

    iShares Expanded Tech-Software ETF: it holds software companies. Linked by “software” (software) in this story.

  • MSFT Microsoft+11.8% 30d

    Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.

  • GOOGL Alphabet-15.6% 30d

    Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.

  • ORCL Oracle-9.5% 30d

    Oracle (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story.

  • AMZN Amazon.com+6.7% 30d

    Amazon.com (catalog and mail-order houses): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.

  • CRM Salesforce-4.7% 30d

    Salesforce (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
PLTR+14.40%+3.94%base-9.61%after closeafter closeafter close
CRWD+8.40%+0.33%base-9.54%after closeafter closeafter close
QQQ+3.43%-1.51%base-5.09%after closeafter closeafter close
AIQ+5.11%-1.32%base-4.98%after closeafter closeafter close
IGV+4.28%-1.58%base-4.33%after closeafter closeafter close
MSFT-4.62%-8.82%base-2.52%after closeafter closeafter close
GOOGL-1.88%-3.44%base-0.95%after closeafter closeafter close
ORCL+12.75%-3.78%base-7.68%after closeafter closeafter close
AMZN-8.41%-7.66%base-1.61%after closeafter closeafter close
CRM+1.63%-0.45%base-2.19%after closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Palantir and CrowdStrike stocks tumble as Wall Street dumps software's AI winners Yahoo Finance Singapore

Source: Yahoo Finance

This story

CompanyWhenMoveStatus
AIQthat day-4.98%still updating
AIQthree days earlier-1.32%final price
AIQfive days earlier+5.11%final price
AMZNthat day-1.61%still updating
AMZNthree days earlier-7.66%final price
AMZNfive days earlier-8.41%final price
CRMthat day-2.19%still updating
CRMthree days earlier-0.45%final price
CRMfive days earlier+1.63%final price
CRWDthat day-9.54%still updating
CRWDthree days earlier+0.33%final price
CRWDfive days earlier+8.40%final price
GOOGLthat day-0.95%still updating
GOOGLthree days earlier-3.44%final price
GOOGLfive days earlier-1.88%final price
IGVthat day-4.33%still updating
IGVthree days earlier-1.58%final price
IGVfive days earlier+4.28%final price
MSFTthat day-2.52%still updating
MSFTthree days earlier-8.82%final price
MSFTfive days earlier-4.62%final price
ORCLthat day-7.68%still updating
ORCLthree days earlier-3.78%final price
ORCLfive days earlier+12.75%final price
PLTRthat day-9.61%still updating
PLTRthree days earlier+3.94%final price
PLTRfive days earlier+14.40%final price
QQQthat day-5.09%still updating
QQQthree days earlier-1.51%final price
QQQfive days earlier+3.43%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

This story

12 out of 100Price not final

“Palantir and CrowdStrike stocks tumble as Wall Street dumps software's AI winners” scores 12 out of 100. The score uses 1 sources. The price is not final yet.