Cybersecurity: The next AI gold rush or a losing arms race?

Dell just cleared a very high bar with last night's earnings, but is the stock still worth owning? In this episode of the long and short, Rich McDonald and Piers Buckworth break down Dell's numbers, why the market is rotating between growth and value, and their current views on bonds, oil and gold. They also dive deep into the cybersecurity sector, comparing Palo Alto and CrowdStrike's very different business models, why these stocks trade at such high valuations, and why Microsoft could be the biggest threat the whole sector faces. Timestamps 0:00 Introduction 0:21 Dell earnings preview 1:58 Breaking down Dell's earnings beat 6:02 Bonds, the TLT trade and dollar yen 8:18 Oil and Venezuela 14:07 Fed, Bank of Japan and Bank of England policy 21:34 Nike, Lululemon and Victoria's Secret 34:28 Palo Alto vs CrowdStrike, the cybersecurity trade 46:20 Why Microsoft is cybersecurity's biggest threat 📈 Catch more market commentary and insights on our channel. Subscribe ► https://www.youtube.com/@iguk_official?sub_confirmation=1 Find out more: https://upl.inc/k4gg8x Your capital is at risk. 69% of retail investors lose money when trading CFDs with this provider. You should consider whether you can afford to take the high risk of losing your money. #Dell #CyberSecurity #StockMarket #BondMarket #Investing #MarketNews