Shay Boloor on CRWD, OKTA Earnings Surge & "SaaSapolooza" Security Needs

Okta Inc. (OKTA) isn't showcasing as much growth as CrowdStrike (CRWD), says Shay Boloor, though he believes the company is finding more doors to open and expand future earnings. The stock rallied over 20% Thursday morning after beating earnings and raising guidance, and CrowdStrike shares weren't far behind. Shay offers a broader outlook on the need for cybersecurity as AI evolves. Tom White offers an example options trade for CrowdStrike.