Andrew O'Day

The fear in the security industry is that Anthropic's new tool might work really well.

Andrew O'Day, Bloomberg Radio.

Stocks in cybersecurity software companies, including CrowdStrike, CloudFlare, SailPoint, and Okta, will start this week on the ropes after tumbling to finish last week.

That follows the introduction of a new cybersecurity feature by AI company Anthropic.

It will work inside its clawed AI model to scan code bases for security vulnerabilities and alert humans with suggested software patches.

The fear in the security industry is that Anthropic's new tool might work really well.

Andrew O'Day, Bloomberg Radio.

The market expects the quarterly report from luxury homebuilder Toll Brothers to report the first drop in its pace of completed home projects since 2023.

It is happening amid heightened government scrutiny of larger homebuilders, specifically the industry practice of purchase commitments which lock in future home projects at predetermined prices.

The Federal Housing Finance Agency argues that without that practice, home prices could drop 10%.

Andrew O'Day, Bloomberg Radio.

The market expects the quarterly report from luxury homebuilder Toll Brothers to report the first drop in its pace of completed home projects since 2023.

It is happening amid heightened government scrutiny of larger homebuilders, specifically the industry practice of purchase commitments which lock in future home projects at predetermined prices.

The Federal Housing Finance Agency argues that without that practice, home prices could drop 10%.

Andrew O'Day, Bloomberg Radio.

Industry analysts think we may get a weaker-than-anticipated full-year forecast from Walmart amid consumer economic worries.

But we also may hear more about its Google-Gemini digital shopping partnership, which could boost excitement about its e-commerce hopes.

Andrew O'Day, Bloomberg Radio.

This is the only way we will have peace.

In a trend that's only grown in recent years, 26 million U.S.