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US Conducts Strikes Against Iran in Response to Thursday Attacks | Balance of Power: Late Edition

Watch on YouTube ↗  |  June 26, 2026 at 23:41  |  47:57  |  Bloomberg Markets
Speakers
Gregory Allen — Director, Wadhwani Center for AI and Advanced Technologies, CSIS
Norah Mulinda — Market Reporter, Bloomberg
Julianne Smith — Former US Ambassador to NATO

Summary

The episode focuses on US military strikes on Iranian targets following an Iranian drone attack on a commercial ship, raising concerns about the fragility of the ceasefire and its implications for energy flows. Markets saw a rotation from tech to defensive sectors amid AI reassessment. AI policy and cybersecurity risks are examined, with a strong view that advanced AI models will boost demand for cybersecurity firms like CrowdStrike. Additionally, a rare bipartisan moment features a congressional time capsule for the nation's 250th anniversary.

  • US forces strike Iranian storage and radar sites in retaliation for an attack on a ship in the Strait of Hormuz.
  • Fragile ceasefire in question; oil markets remained steady but uncertainty lingers over energy transit.
  • Markets rotated from tech stocks to defensive sectors like health care and real estate this week.
  • OpenAI limits rollout of its newest model amid government safety reviews; Anthropic faces export controls over Mythos jailbreak.
  • Gregory Allen argues AI will increase cybersecurity demands, benefiting companies like CrowdStrike.
  • Congress dedicates a time capsule to be opened in 250 years, still deciding on its contents.
  • Political panel questions durability of the Iran ceasefire and the President's use of war powers.
Ideas
Gregory Allen Director, Wadhwani Center for AI and Advanced Technologies, CSIS 37:12
AI makes cybersecurity more critical, benefiting CrowdStrike.
Advanced AI models like Anthropic's Mythos dramatically increase cybersecurity vulnerabilities, but they also supercharge the ability of cybersecurity firms to find and fix those vulnerabilities. The need for cybersecurity is not going down, it is going up. AI productivity gains will lead to more demand, not less, similar to Jevons paradox. CrowdStrike's AI security engineers will have their most productive years working alongside models like Mythos, fixing far more vulnerabilities per day, and most companies cannot handle this on their own.
CRWD MED
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This Bloomberg Markets video, published June 26, 2026, features Gregory Allen discussing CRWD. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: Gregory Allen  · Tickers: CRWD