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How Defensive Tech Survived The October Selloff
While the Nasdaq tumbled nearly two percent over five days heading into late October 2026, cybersecurity stocks like CrowdStrike and Palo Alto Networks posted gains of up to thirteen percent. Lucas and Luna explore why capital allocation in defensive tech is decoupling from broader market sentiment. They examine how real GDP growth slowing to two point two percent and Fed funds rates holding near three point eight percent are shifting investor focus from speculative AI hype to durable revenue models.
#DefensiveTech #CrowdStrike #CybersecurityStocks #MarketRally #CapitalAllocation #RealGDP…
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