11AM Hour: CrowdStrike CEO, Tech Investor Dan Niles & Moderna's Vaccine Data Leak 10/23/26

AI capex financing is tightening fast—marginal "neocloud" and growth-equity players face distress while CrowdStrike flags surging AI-enabled cyberattacks.

• Macro strategist flags stagflation risk: Man Group's Christina Hooper sees AI capex moderation into 2027 as financing gets costlier, with 3.7% headline inflation and 3% wage growth squeezing consumers.
• PHP flaw threatens internet infrastructure: CrowdStrike's George Kurtz says AI proved exploitability of a ~20-year-old PHP vulnerability affecting tens of millions of servers; AI-driven attacks doubled monthly since July.

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