Market View: AI Fear Boosts CrowdStrike, JPMorgan Backs IREN & the US Bets on Tungsten  

Could the next big AI trade be protecting us from AI itself?

Michelle Martin looks at the surge in CrowdStrike and Palo Alto Networks as cybersecurity stocks emerge as beneficiaries of growing fears over increasingly powerful AI.

Then, JPMorgan makes a bullish call on IREN as the former Bitcoin miner reinvents itself as an AI data-centre player.

Plus, what oil above US$100 and rising bond yields mean ahead of the Fed; why ByteDance and a US tungsten producer are up; Bank of America slides; and could S-REITs finally offer investors an “oasis of calm”?

And in the Last Word: BTS agency BigHit Music is coming to Singapore in search of its next male K-pop star.

See omnystudio.com/listener for privacy information.