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        <title>CrowdStrike (NASDAQ:CRWD) Share Price, History, &amp; News | The Twelfth Magpie</title>
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	<title>CrowdStrike (NASDAQ:CRWD) Share Price, History, &amp; News | The Twelfth Magpie</title>
	<link>https://stage2026.twelfthmagpie.com/tickers/nasdaq-crwd/</link>
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                                <title>2 world-class S&#038;P 500 stocks down 11% and 32% to consider buying</title>
                <link>https://stage2026.twelfthmagpie.com/2026/04/13/2-world-class-sp-500-stocks-down-11-and-32-to-consider-buying/</link>
                                <pubDate>Mon, 13 Apr 2026 11:10:46 +0000</pubDate>
                <dc:creator><![CDATA[Ben McPoland]]></dc:creator>
                		<category><![CDATA[Investing Articles]]></category>
		<category><![CDATA[US Stock]]></category>

                <guid isPermaLink="false">https://stage2026.twelfthmagpie.com/?p=1674863</guid>
                                    <description><![CDATA[<p>Searching for stocks to buy for an ISA in April? Our writher thinks these excellent growth shares are worth a look on the dip. </p>
<p>The post <a href="https://stage2026.twelfthmagpie.com/2026/04/13/2-world-class-sp-500-stocks-down-11-and-32-to-consider-buying/">2 world-class S&amp;P 500 stocks down 11% and 32% to consider buying</a> appeared first on <a href="https://stage2026.twelfthmagpie.com">The Twelfth Magpie</a>.</p>
]]></description>
                                                                                            <content:encoded><![CDATA[
<p class="wp-block-paragraph">The best stocks to buy are often high-quality ones that have fallen and are therefore cheaper than they were. Recently, many tech shares have seen significant drawdowns due to uncertainty about the direction of interest rates and AI disruption.</p>



<p class="wp-block-paragraph">Therefore, this area could be fertile waters for long-term investors to fish in. Here are two high-quality <strong>S&amp;P 500</strong> stocks to consider.</p>



<h2 class="wp-block-heading" id="h-nvidia">Nvidia </h2>



<p class="wp-block-paragraph">After skyrocketing in 2023 and 2024 following the release of ChatGPT, <strong>Nvidia</strong> (<a class="tickerized-link" href="https://stage2026.twelfthmagpie.com/tickers/nasdaq-nvda/">NASDAQ:NVDA</a>) stock has produced more muted returns lately. In fact, its flat since August 2025 and 11% off an all-time high.</p>


<div class="tmf-chart-singleseries" data-title="NVIDIA Corp Price" data-ticker="NASDAQ:NVDA" data-range="5y" data-start-date="2021-04-13" data-end-date="2026-04-13" data-comparison-value=""></div>



<p class="wp-block-paragraph">That dip might not seem much. But the AI GPU and chip king continues to grow at a torrid pace, with <a href="https://stage2026.twelfthmagpie.com/investing-basics/understanding-the-market/broker-forecasts/">Wall Street analysts</a> expecting revenue to surge <span style="text-decoration: underline">71%</span> to $369bn this year. This should see net profit top $200bn.</p>



<p class="wp-block-paragraph">As such, the valuation now looks cheap. We have a forward <a href="https://stage2026.twelfthmagpie.com/investing-basics/how-to-value-shares/pe-ratio/">price-to-earnings</a> (P/E) ratio of 23, which isn&#8217;t much more than the estimate for the <strong>S&amp;P 500</strong>. It&#8217;s rare to find a world-class company trading at an average valuation while still growing tremendously.</p>



<p class="wp-block-paragraph">Turning to next year, the forward-looking P/E multiple drops to 17. Then just 14.5 times the year after.</p>



<p class="wp-block-paragraph">So, what&#8217;s the catch? Well, rising competition appears to be one key concern. Many of Nvidia&#8217;s giant tech customers are designing their own chips to reduce reliance and try to cut costs. This risk is worth monitoring.</p>



<p class="wp-block-paragraph">However, Nvidia&#8217;s products remain best-in-class, with CEO Jensen Huang seeing $1trn worth of orders for its Blackwell and Vera Rubin chips through 2027. The Vera Rubin processor will offer a 10x reduction in cost per token compared to Blackwell, supercharging the AI agentic age.</p>



<p class="wp-block-paragraph">Looking further out, Nvidia&#8217;s also perfectly placed to underpin the physical AI revolution (self-driving vehicles, humanoid robots, and more).</p>



<h2 class="wp-block-heading" id="h-crowdstrike">CrowdStrike </h2>



<p class="wp-block-paragraph">Former FBI Director Robert Mueller once said: “<em>There are only two types of companies: those that have been hacked and those that will be hacked</em>.” Unfortunately, I think he was right, especially as AI capabilities advance rapidly.</p>



<p class="wp-block-paragraph">Enter <strong>CrowdStrike</strong> (<a class="tickerized-link" href="https://stage2026.twelfthmagpie.com/tickers/nasdaq-crwd/">NASDAQ:CRWD</a>). The pureplay cybersecurity company&#8217;s Falcon platform uses AI and machine learning to detect, prevent, and respond to threats in real-time. </p>



<p class="wp-block-paragraph">CrowdStrike estimates its total addressable market could surge to as much as $300bn by 2030, up from roughly $145bn this year. In fiscal 2026, which ended 31 January, the company&#8217;s annual recurring revenue (ARR) jumped 24% to $5.25bn.</p>



<p class="wp-block-paragraph">Meanwhile, 50% of its customers are now using six or more of its cybersecurity modules, up from 39% three years ago. This shows how it&#8217;s successfully upselling products as cyber threats multiply.   </p>



<p class="wp-block-paragraph">So, why has the stock crashed 32% in five months? </p>


<div class="tmf-chart-singleseries" data-title="Crowdstrike Holdings Inc - Class A Price" data-ticker="NASDAQ:CRWD" data-range="5y" data-start-date="2021-04-13" data-end-date="2026-04-13" data-comparison-value=""></div>



<p class="wp-block-paragraph">One recent catalyst was the development of Claude Mythos by AI firm Anthropic. It claims this powerful model demonstrated an unprecedented ability to autonomously exploit software vulnerabilities. A cyber breach is always a risk for CrowdStrike. </p>



<p class="wp-block-paragraph">Also, even after the pullback, the forward price-to-sales ratio is a lofty 16. While I wouldn&#8217;t load up on CrowdStrike due to the rich valuation, I still think it&#8217;s worth considering as a best-in-class cybersecurity stock for a diversified portfolio.</p>



<p class="wp-block-paragraph">CEO George Kurtz is clear on the opportunity: &#8220;<em>As enterprises rapidly adopt AI, CrowdStrike is mission-critical infrastructure &#8212; securing AI across every layer from GPU to agent to prompt. The AI revolution is creating a massive growth opportunity for&nbsp;CrowdStrike</em>.&#8221; <br></p>
<p>The post <a href="https://stage2026.twelfthmagpie.com/2026/04/13/2-world-class-sp-500-stocks-down-11-and-32-to-consider-buying/">2 world-class S&amp;P 500 stocks down 11% and 32% to consider buying</a> appeared first on <a href="https://stage2026.twelfthmagpie.com">The Twelfth Magpie</a>.</p>
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                                <title>How I&#8217;d aim to take a Stocks and Shares ISA from £0 to £1m starting today</title>
                <link>https://stage2026.twelfthmagpie.com/2026/03/31/how-id-aim-to-take-a-stocks-and-shares-isa-from-0-to-1m-starting-today/</link>
                                <pubDate>Tue, 31 Mar 2026 05:42:00 +0000</pubDate>
                <dc:creator><![CDATA[Jon Smith]]></dc:creator>
                		<category><![CDATA[Growth Shares]]></category>
		<category><![CDATA[Investing Articles]]></category>

                <guid isPermaLink="false">https://stage2026.twelfthmagpie.com/?p=1667539</guid>
                                    <description><![CDATA[<p>Jon Smith talks through the strategy he'd look to implement when taking a Stocks and Shares ISA from nothing to something big via growth stocks.</p>
<p>The post <a href="https://stage2026.twelfthmagpie.com/2026/03/31/how-id-aim-to-take-a-stocks-and-shares-isa-from-0-to-1m-starting-today/">How I&#8217;d aim to take a Stocks and Shares ISA from £0 to £1m starting today</a> appeared first on <a href="https://stage2026.twelfthmagpie.com">The Twelfth Magpie</a>.</p>
]]></description>
                                                                                            <content:encoded><![CDATA[
<p class="wp-block-paragraph">The deadline for the current Stocks and Shares ISA year is next Sunday (April 5). Given the increased attention on ISAs ahead of the deadline, some might be considering opening one for the first time.</p>



<p class="wp-block-paragraph">Even though it might seem difficult starting from £0, it&#8217;s possible to grow the portfolio to seven figures over time. If I were starting all over again, here&#8217;s how I&#8217;d go about it.</p>



<h2 class="wp-block-heading" id="h-patience-needed">Patience needed</h2>



<p class="wp-block-paragraph">The maximum someone can invest per ISA year is £20k. Therefore, it&#8217;s immediately clear that this process to reach a million will take many years. The key factor that could speed things up isn&#8217;t the amount of money available to invest, since it&#8217;s capped at £20k a year. Rather, it&#8217;s the annual rate of return.</p>



<p class="wp-block-paragraph">To this end, I&#8217;d look to allocate the bulk of my exposure to <a href="https://stage2026.twelfthmagpie.com/investing-basics/types-of-stocks/investing-in-growth-stocks-in-the-uk/" target="_blank" rel="noreferrer noopener">high-growth stocks</a>. True, these are riskier than buying defensive shares or other sectors, but ultimately I&#8217;m looking for growth over the coming decade and beyond. So targeting exciting companies in tech, AI and finance could be the leaders of tomorrow (with a market-cap to match!).</p>



<p class="wp-block-paragraph"><em>Please note that tax depends on the individual circumstances of each client and may be subject to change in future. The content in this article is provided for information purposes only. It is not intended to be, neither does it constitute, any form of tax advice. Readers are responsible for carrying out their own due diligence and for obtaining professional advice before making any investment decisions.</em></p>



<p class="wp-block-paragraph">I can still aim to diversify my ISA by including growth stocks from a variety of sectors, including the ones mentioned above. I&#8217;d also diversify by geography, including shares from the US. After all, particularly when it comes to AI, the focus is very much on US-listed companies.</p>



<p class="wp-block-paragraph">Regarding <a href="https://stage2026.twelfthmagpie.com/investing-basics/isas-and-investment-funds/stocks-and-shares-isas/" target="_blank" rel="noreferrer noopener">allocating money</a> to the ISA, I&#8217;d aim to contribute £1.66k a month. This eases cash flow pressure versus putting £20k in a lump sum. Based on having most of the money in growth shares, I&#8217;d estimate that a 10% rate of return is a fair forecast over the long term. In theory, if I kept this up for 19 years, I&#8217;d hit the targeted £1m portfolio value.</p>



<p class="wp-block-paragraph">Of course, trying to forecast out this far in advance isn&#8217;t an exact science. Stocks can rise and fall every day, meaning that the 10% return might not be accurate for all the companies in the ISA.</p>



<h2 class="wp-block-heading" id="h-a-firm-for-the-future">A firm for the future</h2>



<p class="wp-block-paragraph">One company to consider adding would be <strong>CrowdStrike Holdings</strong> (<a class="tickerized-link" href="https://stage2026.twelfthmagpie.com/tickers/nasdaq-crwd/">NASDAQ:CRWD</a>). The stock&#8217;s up 5% in the past year, and has doubled in value over the past five years.</p>



<p class="wp-block-paragraph">The business focuses on cybersecurity, aiming to stop data breaches using its AI-native platform, Falcon. The platform offers next-gen antivirus and ransomware protection.</p>



<p class="wp-block-paragraph">I think it could be a great AI growth pick for the next decade, given the expansion of the target market. Every company&#8217;s becoming cloud-based and AI-enabled, which means the risk of constant attacks is high. This makes security spending on CrowdStrike products almost non-optional. More than that, the spend should grow as the companies using it grow too.</p>


<div class="tmf-chart-singleseries" data-title="Crowdstrike Holdings Inc - Class A Price" data-ticker="NASDAQ:CRWD" data-range="5y" data-start-date="" data-end-date="" data-comparison-value=""></div>



<p class="wp-block-paragraph">I also like the fact that it uses a subscription model. This helps create steady, recurring revenue with strong retention rates. Earlier in March, results showed it surpassed £3.73bn in annual recurring revenue, a 24% year-on-year growth rate.</p>



<p class="wp-block-paragraph">One risk is growing competition. <strong>Microsoft</strong> and others are making a push in this space, which could hinder CrowdStrike&#8217;s long-term growth prospects. Even with this, I still believe it&#8217;s a stock to consider for this ISA strategy.</p>
<p>The post <a href="https://stage2026.twelfthmagpie.com/2026/03/31/how-id-aim-to-take-a-stocks-and-shares-isa-from-0-to-1m-starting-today/">How I&#8217;d aim to take a Stocks and Shares ISA from £0 to £1m starting today</a> appeared first on <a href="https://stage2026.twelfthmagpie.com">The Twelfth Magpie</a>.</p>
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                                <title>Meet the S&#038;P 500 stock in my ISA that’s gained 59% a year over the last 3 years</title>
                <link>https://stage2026.twelfthmagpie.com/2026/02/02/meet-the-sp-500-stock-in-my-isa-thats-gained-59-a-year-over-the-last-3-years/</link>
                                <pubDate>Mon, 02 Feb 2026 15:25:00 +0000</pubDate>
                <dc:creator><![CDATA[Edward Sheldon, CFA]]></dc:creator>
                		<category><![CDATA[Investing Articles]]></category>
		<category><![CDATA[US Stock]]></category>

                <guid isPermaLink="false">https://stage2026.twelfthmagpie.com/?p=1642574</guid>
                                    <description><![CDATA[<p>This S&#38;P 500 tech stock has generated huge returns for investors over the last three years. But Edward Sheldon believes that it could be just getting started.</p>
<p>The post <a href="https://stage2026.twelfthmagpie.com/2026/02/02/meet-the-sp-500-stock-in-my-isa-thats-gained-59-a-year-over-the-last-3-years/">Meet the S&amp;P 500 stock in my ISA that’s gained 59% a year over the last 3 years</a> appeared first on <a href="https://stage2026.twelfthmagpie.com">The Twelfth Magpie</a>.</p>
]]></description>
                                                                                            <content:encoded><![CDATA[
<p class="wp-block-paragraph">When it comes to wealth generation, there are few indexes in the world that have a better track record than the <strong>S&amp;P 500</strong>. In this index, there are a lot of companies that have generated <span style="text-decoration: underline">life-changing</span> returns for investors over the long run.</p>



<p class="wp-block-paragraph">Here, I’m going to highlight an S&amp;P 500 stock that has returned a whopping 59% per year, on average, over the last three years. Could this company be worth considering for an ISA or SIPP portfolio today?</p>



<h2 class="wp-block-heading" id="h-a-cybersecurity-powerhouse">A cybersecurity powerhouse </h2>



<p class="wp-block-paragraph">The company in question is <strong>CrowdStrike</strong> (<a class="tickerized-link" href="https://stage2026.twelfthmagpie.com/tickers/nasdaq-crwd/">NASDAQ: CRWD</a>). It’s a global leader in the cybersecurity space.</p>



<p class="wp-block-paragraph">Today, it protects 300 of the Fortune 500 companies and 543 of the Fortune 1,000 businesses. Note that eight out of the top 10 financial services firms use it for cybersecurity protection while eight out of the top 10 tech companies also employ its solutions.</p>



<p class="wp-block-paragraph">I first bought this stock for my portfolio back in October 2024 when it was trading near $300. And it has done well for me, rising nearly 50%.</p>



<p class="wp-block-paragraph">I just wish I&#8217;d bought it a little earlier. Had I pulled the trigger three years ago (it was on my watchlist at the time), I would have quadrupled my money!</p>


<div class="tmf-chart-singleseries" data-title="Crowdstrike Holdings Inc - Class A Price" data-ticker="NASDAQ:CRWD" data-range="5y" data-start-date="" data-end-date="" data-comparison-value=""></div>




<h2 class="wp-block-heading" id="h-huge-potential-over-the-next-decade">Huge potential over the next decade</h2>



<p class="wp-block-paragraph">While I’m up almost 50% on my position, I remain very bullish on CrowdStrike. There are a few reasons why.</p>



<p class="wp-block-paragraph">One is that the cybersecurity industry looks set for prolific growth over the next <a href="https://stage2026.twelfthmagpie.com/investing-basics/getting-started-in-investing/foolish-investing-taking-the-long-term-approach/">five to 10 years</a>. According to experts, the industry could be worth $500bn-$700bn by 2035, up from around $200bn in 2024. The emergence of AI – and the subsequent increase in the number and sophistication of threats – is expected to be a key growth driver. Looking further out, analysts see the industry being worth $1trn at some point (some analysts believe it could be bigger than AI itself) so this company is likely to enjoy a very favourable backdrop.</p>



<p class="wp-block-paragraph">Another reason I’m bullish is that CrowdStrike is generally considered to have a best-in-class cybersecurity offering. One thing that stands out about this company is that it offers network immunity. So, for example, if a new threat is detected at a company in the UK, every other CrowdStrike customer globally is protected from that same threat within seconds. This provides a ‘network effect’ – the more customers it signs, the more powerful its offering.</p>



<p class="wp-block-paragraph">I also like the fact that CrowdStrike is led by CEO George Kurtz. He founded the company back in 2011 with the goal of reinventing cybersecurity for the cloud era. Research has shown that founder-led companies are often good long-term investments. One reason they often do well is that founders tend to have ‘skin in the game’ (note that Kurtz owns over 2% of CrowdStrike shares).</p>



<h2 class="wp-block-heading" id="h-worth-a-look-today">Worth a look today</h2>



<p class="wp-block-paragraph">Now, while I’m bullish on the stock, there’s no guarantee that it will do well, of course. Cybersecurity is a dynamic industry – where threats are always evolving – and CrowdStrike could make a misstep at some point.</p>



<p class="wp-block-paragraph">The valuation is also a risk. Like many other high-growth tech stocks, it has a lofty <a href="https://stage2026.twelfthmagpie.com/investing-basics/how-to-value-shares/">valuation</a> today.</p>



<p class="wp-block-paragraph">Taking a long-term view, however, I’m very optimistic about this stock’s prospects. I believe it’s worth considering for an investment portfolio while it’s 20% below its highs.</p>
<p>The post <a href="https://stage2026.twelfthmagpie.com/2026/02/02/meet-the-sp-500-stock-in-my-isa-thats-gained-59-a-year-over-the-last-3-years/">Meet the S&amp;P 500 stock in my ISA that’s gained 59% a year over the last 3 years</a> appeared first on <a href="https://stage2026.twelfthmagpie.com">The Twelfth Magpie</a>.</p>
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                                <title>3 ways a SIPP can turbocharge your retirement savings</title>
                <link>https://stage2026.twelfthmagpie.com/2026/01/18/3-ways-a-sipp-can-turbocharge-your-retirement-savings/</link>
                                <pubDate>Sun, 18 Jan 2026 09:50:00 +0000</pubDate>
                <dc:creator><![CDATA[Edward Sheldon, CFA]]></dc:creator>
                		<category><![CDATA[Investing Articles]]></category>
		<category><![CDATA[Retirement Articles]]></category>

                <guid isPermaLink="false">https://stage2026.twelfthmagpie.com/?p=1634097</guid>
                                    <description><![CDATA[<p>Edward Sheldon looks at the benefits of SIPPs for retirement saving and highlights a growth-oriented investment worth considering. </p>
<p>The post <a href="https://stage2026.twelfthmagpie.com/2026/01/18/3-ways-a-sipp-can-turbocharge-your-retirement-savings/">3 ways a SIPP can turbocharge your retirement savings</a> appeared first on <a href="https://stage2026.twelfthmagpie.com">The Twelfth Magpie</a>.</p>
]]></description>
                                                                                            <content:encoded><![CDATA[
<p class="wp-block-paragraph">Investing within a Self-Invested Personal Pension (SIPP) is one of the best ways to build wealth for retirement in the UK. With these accounts, an investor can build up a substantial savings pot quickly and efficiently.</p>



<p class="wp-block-paragraph">What’s the secret to this kind of investment account? Well, there are three ways that it can potentially boost wealth.</p>



<h2 class="wp-block-heading" id="h-free-money-from-the-government">Free money from the government</h2>



<p class="wp-block-paragraph">One huge advantage of investing within a SIPP is contributions typically come with tax relief. This is essentially a reward from the government for saving for retirement.</p>



<p class="wp-block-paragraph">Put in £800 as a basic-rate taxpayer, and the government will add in another £200 for you (a near-instant 25% risk-free return). Higher-rate and additional-rate taxpayers can pocket even more tax relief.</p>



<p class="wp-block-paragraph"><em>Please note that tax treatment depends on the individual circumstances of each client and may be subject to change in future. The content in this article is provided for information purposes only. It is not intended to be, neither does it constitute, any form of tax advice. Readers are responsible for carrying out their own due diligence and for obtaining professional advice before making any investment decisions.</em></p>



<h2 class="wp-block-heading" id="h-no-tax-on-gains-or-income">No tax on gains or income</h2>



<p class="wp-block-paragraph">Another big benefit is that there’s no tax to pay on investment gains or dividend income. In a SIPP, investments can grow free of tax.</p>



<p class="wp-block-paragraph">This feature shouldn’t be overlooked. If an investor had held <strong>Rolls-Royce</strong> shares in a general investment account over the last three years and turned £2,000 into £25,000, they’d be looking at Capital Gains Tax of £3,600 or £4,800 depending on what tax band they’re in.</p>



<p class="wp-block-paragraph">However, if they’d held the shares in a SIPP, they wouldn’t have to pay a penny of tax. That’s a huge extra boost to their wealth.</p>



<h2 class="wp-block-heading" id="h-opportunities-for-capital-growth">Opportunities for capital growth</h2>



<p class="wp-block-paragraph">Finally, most SIPPs offer access to a vast range of investments. So, there are tons of opportunities to grow your retirement savings.</p>



<p class="wp-block-paragraph">Rolls-Royce is just one example of a good investment in recent years. There are many other stocks (and funds) that have done well, and helped investors build wealth for the future.</p>



<p class="wp-block-paragraph">Looking ahead, one stock that I think will do well (in the long run) is <strong>CrowdStrike</strong> (<a class="tickerized-link" href="https://stage2026.twelfthmagpie.com/tickers/nasdaq-crwd/">NASDAQ: CRWD</a>). It’s widely regarded as the world’s premier cybersecurity company.</p>



<p class="wp-block-paragraph">This stock is listed in the US but can still be held within a SIPP. Over the last three years, it has returned about 65% per year in US dollar terms but obviously past performance isn’t an indicator of future results.</p>


<div class="tmf-chart-singleseries" data-title="Crowdstrike Holdings Inc - Class A Price" data-ticker="NASDAQ:CRWD" data-range="5y" data-start-date="" data-end-date="" data-comparison-value=""></div>




<p class="wp-block-paragraph">Taking a <a href="https://stage2026.twelfthmagpie.com/investing-basics/getting-started-in-investing/foolish-investing-taking-the-long-term-approach/">five-year view</a>, however, I see huge potential here. Because the cybersecurity industry is likely to see enormous growth as artificial intelligence (AI) is adopted by businesses.</p>



<p class="wp-block-paragraph">Some experts believe that cybersecurity could end up being bigger than AI. Many see the industry being worth $1trn in the years ahead.</p>



<p class="wp-block-paragraph">What’s unique about CrowdStrike is that it offers continual cloud detection and monitoring services. Additionally, customers benefit from community immunity – if a new threat is detected at a company in London, every other CrowdStrike customer globally is protected from that same threat within seconds.</p>



<p class="wp-block-paragraph">Now, this stock is expensive from a valuation perspective because profits are still small (the <a href="https://stage2026.twelfthmagpie.com/investing-basics/how-to-value-shares/pe-ratio/">price-to-earnings</a> ratio is about 100). This adds risk – investors should expect the share price to be volatile.</p>



<p class="wp-block-paragraph">There are plenty of other risks to consider too. These include competition from rivals, software glitches, and the failure to prevent a cyberattack.</p>



<p class="wp-block-paragraph">But taking a long-term view, I’m very bullish here. I think the stock is worth considering for a SIPP today while it’s well off its highs.</p>
<p>The post <a href="https://stage2026.twelfthmagpie.com/2026/01/18/3-ways-a-sipp-can-turbocharge-your-retirement-savings/">3 ways a SIPP can turbocharge your retirement savings</a> appeared first on <a href="https://stage2026.twelfthmagpie.com">The Twelfth Magpie</a>.</p>
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                                <title>3 S&#038;P 500 growth stocks that could make index funds looks silly over the next 5 years</title>
                <link>https://stage2026.twelfthmagpie.com/2026/01/02/3-sp-500-growth-stocks-that-could-make-index-funds-looks-silly-over-the-next-5-years/</link>
                                <pubDate>Fri, 02 Jan 2026 06:21:00 +0000</pubDate>
                <dc:creator><![CDATA[Edward Sheldon, CFA]]></dc:creator>
                		<category><![CDATA[Investing Articles]]></category>
		<category><![CDATA[US Stock]]></category>

                <guid isPermaLink="false">https://stage2026.twelfthmagpie.com/?p=1625573</guid>
                                    <description><![CDATA[<p>Edward Sheldon believes these three high-flying S&#38;P 500 stocks have the potential to smash the market over the next five years.</p>
<p>The post <a href="https://stage2026.twelfthmagpie.com/2026/01/02/3-sp-500-growth-stocks-that-could-make-index-funds-looks-silly-over-the-next-5-years/">3 S&amp;P 500 growth stocks that could make index funds looks silly over the next 5 years</a> appeared first on <a href="https://stage2026.twelfthmagpie.com">The Twelfth Magpie</a>.</p>
]]></description>
                                                                                            <content:encoded><![CDATA[
<p class="wp-block-paragraph">The <strong>S&amp;P 500 </strong>index can be a goldmine for stocks that have huge growth potential. Over the last few decades, many shares in this index (<strong>Nvidia</strong>, <strong>Amazon</strong>, <strong>Apple</strong>, etc) have made investors an absolute fortune.</p>



<p class="wp-block-paragraph">Here, I’m going to highlight three S&amp;P 500 stocks that I reckon will soar over the next five years, and make passive index fund strategies look silly. Are these names worth a closer look today? </p>



<h2 class="wp-block-heading" id="h-a-cybersecurity-powerhouse">A cybersecurity powerhouse</h2>



<p class="wp-block-paragraph">Over the next five years, the cybersecurity industry is likely to experience prolific growth as companies embrace artificial intelligence (this will increase the attack surface). This industry expansion should fuel strong growth at <strong>CrowdStrike</strong> (<a class="tickerized-link" href="https://stage2026.twelfthmagpie.com/tickers/nasdaq-crwd/">NASDAQ: CRWD</a>).</p>



<p class="wp-block-paragraph">It’s one of the largest players in the cybersecurity sector with a market-cap of around $120bn. It aims to secure the most critical areas of risk for businesses – endpoints, cloud workloads, identity, and data – to keep customers ahead of cyber criminals.</p>


<div class="tmf-chart-singleseries" data-title="Crowdstrike Holdings Inc - Class A Price" data-ticker="NASDAQ:CRWD" data-range="5y" data-start-date="" data-end-date="" data-comparison-value=""></div>




<p class="wp-block-paragraph">Now, like a lot of high-growth stocks, CrowdStrike carries a fair bit of risk from an investment perspective. Not only does it operate in a very dynamic environment (the cybercrime landscape&#8217;s always shifting) but it has a high valuation because its earnings are still small.</p>



<p class="wp-block-paragraph">Taking a five-year view however, I see a ton of potential. I think it’s worth a look right now.</p>



<h2 class="wp-block-heading" id="h-a-chip-monster">A chip monster</h2>



<p class="wp-block-paragraph">Another industry I believe will see massive growth in the years ahead is semiconductor (chip) manufacturing. And one company that looks well placed to benefit here – and could be worth considering as a long-term investment – is <strong>KLA Corp</strong> (<a class="tickerized-link" href="https://stage2026.twelfthmagpie.com/tickers/nasdaq-klac/">NASDAQ: KLAC</a>).</p>



<p class="wp-block-paragraph">It specialises in process control and yield management solutions for the industry. So it’s essentially a ‘picks-and-shovels’ play on the theme – it should do well no matter which companies have the best chips.</p>


<div class="tmf-chart-singleseries" data-title="KLA Corp. Price" data-ticker="NASDAQ:KLAC" data-range="5y" data-start-date="" data-end-date="" data-comparison-value=""></div>




<p class="wp-block-paragraph">One thing I like about this company from an investment perspective is that it’s very profitable. Return on capital employed (ROCE) is very high, meaning that the company should have plenty of capital to reinvest for future growth (and get bigger).</p>



<p class="wp-block-paragraph">I&#8217;ll point out however, that the chip industry is cyclical (up and down). So while I’m bullish on the <a href="https://stage2026.twelfthmagpie.com/investing-basics/getting-started-in-investing/foolish-investing-taking-the-long-term-approach/">long-term</a> outlook here, there could be periods where this stock experiences some short-term underperformance.</p>



<h2 class="wp-block-heading" id="h-a-stock-for-public-safety">A stock for public safety</h2>



<p class="wp-block-paragraph">Finally, I’m bullish on <strong>Axon Enterprise</strong> (<a class="tickerized-link" href="https://stage2026.twelfthmagpie.com/tickers/nasdaq-axon/">NASDAQ: AXON</a>). It’s known for its Tasers (stun guns) but it also manufactures other policing and security solutions such as body cameras and drones.</p>



<p class="wp-block-paragraph">This company has been growing at an incredible rate in recent years. Over the last five years, for example, <a href="https://stage2026.twelfthmagpie.com/investing-basics/investment-glossary/what-is-revenue/">revenue</a> has climbed from $531m to $2,083m.</p>



<p class="wp-block-paragraph">Looking ahead, I expect it to continue growing at a fast pace. Ultimately, it looks set to benefit from a ‘perfect storm’ of socio-political factors (more unrest globally, lower levels of police staffing, the demand for policing transparency, etc).</p>


<div class="tmf-chart-singleseries" data-title="Axon Enterprise Inc Price" data-ticker="NASDAQ:AXON" data-range="5y" data-start-date="" data-end-date="" data-comparison-value=""></div>




<p class="wp-block-paragraph">Of course, there are risks here. Slowing growth&#8217;s one – right now the stock&#8217;s priced for strong growth.</p>



<p class="wp-block-paragraph">When I look to the long term here though, I can see this stock doing very well given the complex socio-political backdrop. I think it’s worth considering while it&#8217;s 30% below its highs.</p>
<p>The post <a href="https://stage2026.twelfthmagpie.com/2026/01/02/3-sp-500-growth-stocks-that-could-make-index-funds-looks-silly-over-the-next-5-years/">3 S&amp;P 500 growth stocks that could make index funds looks silly over the next 5 years</a> appeared first on <a href="https://stage2026.twelfthmagpie.com">The Twelfth Magpie</a>.</p>
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                                <title>I’m backing these exceptional S&#038;P 500 stocks to significantly boost my retirement portfolio over the next 10 years</title>
                <link>https://stage2026.twelfthmagpie.com/2025/11/05/im-backing-these-exceptional-sp-500-stocks-to-significantly-boost-my-retirement-portfolio-over-the-next-10-years/</link>
                                <pubDate>Wed, 05 Nov 2025 06:52:00 +0000</pubDate>
                <dc:creator><![CDATA[Edward Sheldon, CFA]]></dc:creator>
                		<category><![CDATA[Investing Articles]]></category>
		<category><![CDATA[US Stock]]></category>

                <guid isPermaLink="false">https://stage2026.twelfthmagpie.com/?p=1599996</guid>
                                    <description><![CDATA[<p>Edward Sheldon believes that these two S&#38;P 500 tech companies, which are growing quickly today, will make him a lot of money over the next 10 years. </p>
<p>The post <a href="https://stage2026.twelfthmagpie.com/2025/11/05/im-backing-these-exceptional-sp-500-stocks-to-significantly-boost-my-retirement-portfolio-over-the-next-10-years/">I’m backing these exceptional S&amp;P 500 stocks to significantly boost my retirement portfolio over the next 10 years</a> appeared first on <a href="https://stage2026.twelfthmagpie.com">The Twelfth Magpie</a>.</p>
]]></description>
                                                                                            <content:encoded><![CDATA[
<p class="wp-block-paragraph">The <strong>S&amp;P 500</strong> is full of world-class companies that have been brilliant long-term investments. In this index, it’s not hard to find companies that have returned 20% or more per year for investors over the last decade.</p>



<p class="wp-block-paragraph">Here, I’m going to highlight two high-quality S&amp;P 500 companies I’ve been building positions in recently and plan to hold for the long term. These stocks have been excellent investments lately and I’m backing them to boost my retirement portfolio significantly over the next decade.</p>



<h2 class="wp-block-heading" id="h-a-global-transportation-powerhouse">A global transportation powerhouse</h2>



<p class="wp-block-paragraph">First up, we have <strong>Uber</strong> (<a class="tickerized-link" href="https://stage2026.twelfthmagpie.com/tickers/nyse-uber/">NYSE: UBER</a>). It’s the world’s largest rideshare and food delivery company.</p>



<p class="wp-block-paragraph">I see a lot of growth potential here as this is a very scalable business. Over the next decade, I expect Uber to get much bigger as it launches in new cities and offers new services (today it offers all kinds of services including courier services and plane/train/boat bookings).</p>



<p class="wp-block-paragraph">Note that year-on-year revenue growth for the third quarter of 2025 was 20%. So, the company is growing at a rapid clip today.</p>



<p class="wp-block-paragraph">One thing that excites me here is the potential for self-driving taxis. Currently, Uber has partnerships with over 10 autonomous driving companies and last month, it launched a partnership with <strong>Nvidia</strong> to accelerate the development of autonomous taxis.</p>



<p class="wp-block-paragraph"><div class="tmf-chart-singleseries" data-title="Uber Technologies Inc Price" data-ticker="NYSE:UBER" data-range="5y" data-start-date="" data-end-date="" data-comparison-value=""></div>
</p>



<p class="wp-block-paragraph">Now, some people believe that <strong>Tesla</strong>, and its self-driving tech, is a risk here. I’m not convinced it is though as I reckon there’s room for lots of companies in this space.</p>



<p class="wp-block-paragraph">I think a bigger threat is AI-related job losses and the impact on consumer spending. If a ton of people lose their jobs in the years ahead, the travel industry is likely to be impacted so this is an issue I’ll be monitoring.</p>



<p class="wp-block-paragraph">Right now, however, the outlook is attractive in my view. Trading on a forward-looking <a href="https://stage2026.twelfthmagpie.com/investing-basics/how-to-value-shares/pe-ratio/">price-to-earnings</a> (P/E) of around 25, I think this stock is worth a closer look.</p>



<h2 class="wp-block-heading" id="h-a-top-player-in-cybersecurity">A top player in cybersecurity</h2>



<p class="wp-block-paragraph">The other stock I want to highlight is <strong>CrowdStrike</strong> (<a class="tickerized-link" href="https://stage2026.twelfthmagpie.com/tickers/nasdaq-crwd/">NASDAQ: CRWD</a>). It’s generally regarded as the industry leader in the cybersecurity space.</p>



<p class="wp-block-paragraph">Over the next decade, I expect the cybersecurity industry to grow dramatically. Today, no business can afford to take this area of technology lightly – the risks are simply too high (like going out of business).</p>



<p class="wp-block-paragraph">I see CrowdStrike as well positioned to benefit from the industry growth. It offers a comprehensive, cloud-native platform known as Falcon, which is designed to provide powerful protection to businesses.</p>



<p class="wp-block-paragraph">It’s worth noting that like Uber, CrowdStrike just launched a partnership with Nvidia. Together the companies will be working to develop always-on AI agents for cybersecurity that can protect data centres.</p>



<p class="wp-block-paragraph"><div class="tmf-chart-singleseries" data-title="Crowdstrike Holdings Inc - Class A Price" data-ticker="NASDAQ:CRWD" data-range="5y" data-start-date="" data-end-date="" data-comparison-value=""></div>
</p>



<p class="wp-block-paragraph">This stock has always been expensive (its P/E ratio is about 150 today). But that hasn’t stopped it delivering brilliant returns over the <a href="https://stage2026.twelfthmagpie.com/investing-basics/getting-started-in-investing/foolish-investing-taking-the-long-term-approach/">long term</a>.</p>



<p class="wp-block-paragraph">Over the last year, it’s up about 80%. Over the last five, it’s up about 285% (with lots of volatility along the way).</p>



<p class="wp-block-paragraph">The thing is, the company is still pretty small today (relative to other US tech companies). Currently, its market cap is only around $140bn.</p>



<p class="wp-block-paragraph">I think it can get much bigger and is worth considering as a long-term investment. Competition from rivals and operational setbacks are risks, but over the next five-to-10 years, I think this stock will do well.</p>
<p>The post <a href="https://stage2026.twelfthmagpie.com/2025/11/05/im-backing-these-exceptional-sp-500-stocks-to-significantly-boost-my-retirement-portfolio-over-the-next-10-years/">I’m backing these exceptional S&amp;P 500 stocks to significantly boost my retirement portfolio over the next 10 years</a> appeared first on <a href="https://stage2026.twelfthmagpie.com">The Twelfth Magpie</a>.</p>
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                                <title>If a 40-year-old put £500 a month in S&#038;P 500 shares, here’s what they could have in 10 years</title>
                <link>https://stage2026.twelfthmagpie.com/2025/10/06/if-a-40-year-old-put-500-a-month-in-sp-500-shares-heres-what-they-could-have-in-10-years/</link>
                                <pubDate>Mon, 06 Oct 2025 06:21:00 +0000</pubDate>
                <dc:creator><![CDATA[Zaven Boyrazian, CFA]]></dc:creator>
                		<category><![CDATA[Investing Articles]]></category>
		<category><![CDATA[US Stock]]></category>

                <guid isPermaLink="false">https://stage2026.twelfthmagpie.com/?p=1583986</guid>
                                    <description><![CDATA[<p>How much money will regular investing make over the next decade via the S&#38;P 500? Here are the latest projections from industry experts.</p>
<p>The post <a href="https://stage2026.twelfthmagpie.com/2025/10/06/if-a-40-year-old-put-500-a-month-in-sp-500-shares-heres-what-they-could-have-in-10-years/">If a 40-year-old put £500 a month in S&amp;P 500 shares, here’s what they could have in 10 years</a> appeared first on <a href="https://stage2026.twelfthmagpie.com">The Twelfth Magpie</a>.</p>
]]></description>
                                                                                            <content:encoded><![CDATA[
<p class="wp-block-paragraph">Thanks to its large exposure to the rapidly expanding technology sector, the <strong>S&amp;P 500</strong> has delivered phenomenal returns over the last decade. In fact, including dividends, the US’s flagship index is up 313% since the start of October 2015. That’s the equivalent of a 15.2% annualised return, putting the <strong>FTSE 100</strong>’s 8% over the same period to shame.</p>



<p class="wp-block-paragraph">To put this in terms of money, investing £500 each month at these rates is the difference between having £139,294 and £91,473 when starting from scratch. So, the question now becomes, will the index repeat itself over the next decade, and if not, how much money should a 40-year-old expect to have by 2035?</p>



<h2 class="wp-block-heading" id="h-latest-expert-projections">Latest expert projections</h2>



<p class="wp-block-paragraph">Long-term forecasts are notoriously challenging to get right. That’s because there are so many influencing external factors, many of which are impossible to predict. Having said that, the current long-term consensus for the S&amp;P 500 isn’t as promising as it once was.</p>



<p class="wp-block-paragraph">With uncertainty over the impact of tariffs and the return on investment for AI infrastructure, some leading financial institutions have been revising down their growth expectations for the US index.</p>



<p class="wp-block-paragraph">For example, BlackRock has placed its growth figure at mid-single digits. Meanwhile, Vanguard is even less optimistic, citing an expected compounded return of 3.3% to 5.3% for US equities. And at the same time, Northern Trust has stated they expect <em>“more modest equity returns over the next 10 years”.</em></p>



<p class="wp-block-paragraph">That certainly doesn’t sound promising. And if the S&amp;P 500’s gains do drop to the middle of current projections at around 8%, then by 2035, investors may be in a similar position to FTSE 100 investors over the last decade.</p>



<h2 class="wp-block-heading" id="h-beating-the-market">Beating the market</h2>



<p class="wp-block-paragraph">While 8% is hardly terrible, stock pickers can do better. Admittedly, this is easier said than done and involves taking on more risk. However, by successfully identifying the companies that can outperform even during a <a href="https://stage2026.twelfthmagpie.com/investing-basics/investment-glossary/what-is-gross-domestic-product-gdp/">weaker economic environment</a>, investors can potentially unlock superior returns.</p>



<p class="wp-block-paragraph">One such business might be <strong>CrowdStrike</strong> (<a class="tickerized-link" href="https://stage2026.twelfthmagpie.com/tickers/nasdaq-crwd/">NASDAQ:CRWD</a>). With global digital threats growing exponentially, the need for top-tier cybersecurity solutions is only expected to follow. And we’re already seeing evidence of this with the group’s momentum accelerating in recent years as it progresses towards its 2027 <a href="https://stage2026.twelfthmagpie.com/investing-basics/understanding-company-accounts/the-cash-flow-statement/">free cash flow margin</a> targets of 30%.</p>



<p class="wp-block-paragraph"><div class="tmf-chart-singleseries" data-title="Crowdstrike Holdings Inc - Class A Price" data-ticker="NASDAQ:CRWD" data-range="5y" data-start-date="" data-end-date="" data-comparison-value=""></div>
</p>



<p class="wp-block-paragraph">The group’s reputation did take a bit of a hit recently following a botched software update that crashed IT systems worldwide. Yet despite this outage, customer attrition was minimal, suggesting that even with ample competition, clients are reluctant to swap to rival platforms – a sign of technological superiority.</p>



<p class="wp-block-paragraph">Of course, should a similar incident occur again in the future, the lack of reliability could be enough to push customers to switch. In other words, CrowdStrike still has ample execution risk, especially as competitors like <strong>SentinelOne</strong> are constantly looking for opportunities to encroach on its market share.</p>



<h2 class="wp-block-heading" id="h-the-bottom-line">The bottom line</h2>



<p class="wp-block-paragraph">Even with a less optimistic outlook, there are plenty of S&amp;P 500 stocks with the potential to shine over the next decade.</p>



<p class="wp-block-paragraph">In my opinion, CrowdStrike is one of them. However, there’s no denying the valuation is quite demanding. So, while I’m not rushing to buy today, should a slowdown emerge and stock prices fall, CrowdStrike will be at the top of my shopping list. And it’s not the only stock I’ve got my eye on.</p>
<p>The post <a href="https://stage2026.twelfthmagpie.com/2025/10/06/if-a-40-year-old-put-500-a-month-in-sp-500-shares-heres-what-they-could-have-in-10-years/">If a 40-year-old put £500 a month in S&amp;P 500 shares, here’s what they could have in 10 years</a> appeared first on <a href="https://stage2026.twelfthmagpie.com">The Twelfth Magpie</a>.</p>
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                                <title>1 year on from the CrowdStrike IT outage, here’s how the S&#038;P 500 stock has done</title>
                <link>https://stage2026.twelfthmagpie.com/2025/07/18/1-year-on-from-the-crowdstrike-it-outage-heres-how-the-sp-500-stock-has-done/</link>
                                <pubDate>Fri, 18 Jul 2025 09:12:00 +0000</pubDate>
                <dc:creator><![CDATA[Edward Sheldon, CFA]]></dc:creator>
                		<category><![CDATA[Investing Articles]]></category>
		<category><![CDATA[US Stock]]></category>

                <guid isPermaLink="false">https://stage2026.twelfthmagpie.com/?p=1548863</guid>
                                    <description><![CDATA[<p>S&#38;P 500 stock CrowdStrike tanked last year when the company caused a huge global IT outage. Its performance since then may surprise you. </p>
<p>The post <a href="https://stage2026.twelfthmagpie.com/2025/07/18/1-year-on-from-the-crowdstrike-it-outage-heres-how-the-sp-500-stock-has-done/">1 year on from the CrowdStrike IT outage, here’s how the S&amp;P 500 stock has done</a> appeared first on <a href="https://stage2026.twelfthmagpie.com">The Twelfth Magpie</a>.</p>
]]></description>
                                                                                            <content:encoded><![CDATA[
<p class="wp-block-paragraph">On 19 July 2024 – a year ago tomorrow – the world experienced a huge IT outage. The culprit was cybersecurity firm<strong> CrowdStrike</strong> (<a class="tickerized-link" href="https://stage2026.twelfthmagpie.com/tickers/nasdaq-crwd/">NASDAQ: CRWD</a>), whose software update sent IT systems globally into meltdown. At the time, the outage sent CrowdStrike’s share price into meltdown too.</p>



<p class="wp-block-paragraph">But how has the <strong><a href="https://stage2026.twelfthmagpie.com/investing-basics/how-to-invest-in-shares/how-to-invest-in-sp-500-uk/">S&amp;P 500</a></strong> stock done since? Let’s take a look.</p>



<h2 class="wp-block-heading" id="h-a-strong-recovery">A strong recovery</h2>



<p class="wp-block-paragraph">In the lead up to last year’s IT outage, the growth stock had been hot. Between the start of 2024 and 19 July, it surged from around $255 to $305. When it became apparent that the cybersecurity company was behind the outage however, the share price fell significantly. At one point, the stock was trading close to $200.</p>



<p class="wp-block-paragraph">Fast forward to today, and CrowdStrike is now trading near $470. So it’s up about 55% from its pre-outage levels and around 135% from its lows. In other words, it has made a strong recovery. Today, those dark days of 2024 are a distant moment.</p>


<div class="tmf-chart-singleseries" data-title="Crowdstrike Holdings Inc - Class A Price" data-ticker="NASDAQ:CRWD" data-range="5y" data-start-date="" data-end-date="" data-comparison-value=""></div>




<h2 class="wp-block-heading" id="h-multiple-drivers">Multiple drivers</h2>



<p class="wp-block-paragraph">Why has the stock made such a powerful recovery? A few reasons. For starters, CrowdStrike’s revenue growth has continued to be impressive. Cybersecurity spending is an essential for businesses today and this is reflected in the company’s recent earnings – last quarter (ended 30 April), it reported top-line growth of 20%.</p>



<p class="wp-block-paragraph">Secondly, customer retention has been high. In the quarter after the outage, it was 97% (it was 97% last quarter too).</p>



<p class="wp-block-paragraph">Third, immediately after the outage, CrowdStrike made several moves to help customers restore their systems and improve its own resilience. This really helped sentiment towards the company and the stock.</p>



<p class="wp-block-paragraph">It’s also worth noting that the software and cybersecurity sectors have been quite hot for a lot of the last year as have artificial intelligence (AI) stocks. This momentum has no doubt helped.</p>



<h2 class="wp-block-heading" id="h-i-bought-in-october">I bought in October</h2>



<p class="wp-block-paragraph">I’ll point out that I spotted the high level of customer retention and continued strong revenue growth in October last year. As a result, I added the stock to my portfolio when it was trading at around $308.</p>



<p class="wp-block-paragraph">That move paid off. Since I got in, it has risen more than 50%, which is an excellent gain in such a short period.</p>



<h2 class="wp-block-heading" id="h-worth-a-look-today">Worth a look today?</h2>



<p class="wp-block-paragraph">Is the stock worth considering now? I think so, especially on pullbacks (it’s actually experiencing a decent one right now).</p>



<p class="wp-block-paragraph">We can’t rule out further IT outages. And we definitely can’t rule out further share price volatility (that’s the price of admission with this high-flying growth stock).</p>



<p class="wp-block-paragraph">But taking a <a href="https://stage2026.twelfthmagpie.com/investing-basics/getting-started-in-investing/foolish-investing-taking-the-long-term-approach/">five-year</a> view, I expect this stock to do well. Today, its market-cap is only around $115bn. I think it can get much bigger as the world becomes more digital and cyber threats (and counter-measures) become more sophisticated.</p>
<p>The post <a href="https://stage2026.twelfthmagpie.com/2025/07/18/1-year-on-from-the-crowdstrike-it-outage-heres-how-the-sp-500-stock-has-done/">1 year on from the CrowdStrike IT outage, here’s how the S&amp;P 500 stock has done</a> appeared first on <a href="https://stage2026.twelfthmagpie.com">The Twelfth Magpie</a>.</p>
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                                <title>3 growth stocks I’ve bought for the ‘AI agent’ revolution</title>
                <link>https://stage2026.twelfthmagpie.com/2025/06/21/3-growth-stocks-ive-bought-for-the-ai-agent-revolution/</link>
                                <pubDate>Sat, 21 Jun 2025 06:51:00 +0000</pubDate>
                <dc:creator><![CDATA[Edward Sheldon, CFA]]></dc:creator>
                		<category><![CDATA[Investing Articles]]></category>
		<category><![CDATA[US Stock]]></category>

                <guid isPermaLink="false">https://stage2026.twelfthmagpie.com/?p=1536462</guid>
                                    <description><![CDATA[<p>Edward Sheldon sees AI agents as one of the most exciting themes in the stock market. Here are three growth stocks he has bought in an effort to capitalise.</p>
<p>The post <a href="https://stage2026.twelfthmagpie.com/2025/06/21/3-growth-stocks-ive-bought-for-the-ai-agent-revolution/">3 growth stocks I’ve bought for the ‘AI agent’ revolution</a> appeared first on <a href="https://stage2026.twelfthmagpie.com">The Twelfth Magpie</a>.</p>
]]></description>
                                                                                            <content:encoded><![CDATA[
<p class="wp-block-paragraph">As a <a href="https://stage2026.twelfthmagpie.com/investing-basics/getting-started-in-investing/foolish-investing-taking-the-long-term-approach/">long-term</a> investor, I tend to focus on big, powerful investment themes. And one theme I’m really excited about today is the emergence of ‘AI agents’ – software that can perform business tasks autonomously. I believe the investment potential here is <span style="text-decoration: underline">enormous</span>. With that in mind, here are three growth stocks I’ve bought for the agentic AI revolution.</p>



<h2 class="wp-block-heading" id="h-salesforce">Salesforce</h2>



<p class="wp-block-paragraph">My number one play on AI agents today is software company <strong>Salesforce</strong> (<a class="tickerized-link" href="https://stage2026.twelfthmagpie.com/tickers/nyse-crm/">NYSE: CRM</a>). It has a product called Agentforce and it’s having a lot of success with it.</p>



<p class="wp-block-paragraph">Indeed, since its launch in October last year, the company has signed over 8,000 customers. Of these, around half are now paying for the service.</p>



<p class="wp-block-paragraph">The main reason I’m bullish here is that Agentforce integrates really well with Salesforce’s apps and data services (Data Cloud and Tableau Next). This is important – without the right data, agents are likely to be useless.</p>



<p class="wp-block-paragraph">I’ll point out that <strong>ServiceNow</strong>’s agentic AI offering also integrates well with data and apps. So, competition from this firm is a risk.</p>



<p class="wp-block-paragraph">However, I like the risk-reward proposition here at today’s share price and valuation. Salesforce trades on a <a href="https://stage2026.twelfthmagpie.com/investing-basics/how-to-value-shares/pe-ratio/">price-to-earnings</a> (P/E) ratio of just 23. I believe the stock offers value at present and is worth considering.</p>



<h2 class="wp-block-heading" id="h-microsoft">Microsoft</h2>



<p class="wp-block-paragraph"><strong>Microsoft</strong> (<a class="tickerized-link" href="https://stage2026.twelfthmagpie.com/tickers/nasdaq-msft/">NASDAQ: MSFT</a>) is well known for its generative AI capabilities (it’s a part-owner of ChatGPT-owner OpenAI). What a lot of investors don’t realise, however, is that this company is also a major player in the agentic AI space.</p>



<p class="wp-block-paragraph">Today, it offers a range of services designed to help developers/organisations build and deploy agents to increase business productivity. For example, Azure AI Foundry Agent Service allows professional developers to build specialised agents to handle complex business tasks.</p>



<p class="wp-block-paragraph">I was buying this growth stock a few months ago when it was near $350. It’s now at $480, so doesn’t look as attractive as it did back then.</p>



<p class="wp-block-paragraph">That said, I think it’s still worth considering for the long term (especially on a 5%-10% pullback). While competition from other cloud computing giants such as <strong>Amazon</strong> and <strong>Alphabet </strong>is a risk, I believe this stock has bags of potential.</p>



<p class="wp-block-paragraph"><div class="tmf-chart-singleseries" data-title="Microsoft Corporation Price" data-ticker="NASDAQ:MSFT" data-range="5y" data-start-date="" data-end-date="" data-comparison-value=""></div>
</p>



<h2 class="wp-block-heading" id="h-crowdstrike">CrowdStrike</h2>



<p class="wp-block-paragraph">Finally, I think <strong>CrowdStrike</strong> (<a class="tickerized-link" href="https://stage2026.twelfthmagpie.com/tickers/nasdaq-crwd/">NASDAQ: CRWD</a>) could be a major player in the agentic AI revolution. It’s one of the world’s leading cybersecurity companies.</p>



<p class="wp-block-paragraph">It offers a solution called Charlotte AI, which CEO George Kurtz refers to as the company’s agentic security analyst. This is designed to transform threat detection and response by bringing automation and autonomous reasoning to cybersecurity operations.</p>



<p class="wp-block-paragraph">CrowdStrike should also benefit from other companies’ rollout of AI agents. Given that they typically have access to massive amounts of data, they are going to significantly increase the surface area of IT that needs to be protected.</p>



<p class="wp-block-paragraph">Now, this stock is the riskiest of the three. That’s because it’s a much younger company (meaning it&#8217;s a little more unproven) and doesn’t have a lot of profits at this stage.</p>



<p class="wp-block-paragraph">It has also had a huge run this year, rising over 40%. I still believe it’s worth considering, but I think investors are better off waiting for a pullback before buying.</p>
<p>The post <a href="https://stage2026.twelfthmagpie.com/2025/06/21/3-growth-stocks-ive-bought-for-the-ai-agent-revolution/">3 growth stocks I’ve bought for the ‘AI agent’ revolution</a> appeared first on <a href="https://stage2026.twelfthmagpie.com">The Twelfth Magpie</a>.</p>
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                                <title>£10,000 invested in the US stock market 5 years ago could now be worth&#8230;</title>
                <link>https://stage2026.twelfthmagpie.com/2025/06/14/10000-invested-in-the-us-stock-market-5-years-ago-could-now-be-worth/</link>
                                <pubDate>Sat, 14 Jun 2025 06:11:00 +0000</pubDate>
                <dc:creator><![CDATA[Zaven Boyrazian, CFA]]></dc:creator>
                		<category><![CDATA[Investing Articles]]></category>
		<category><![CDATA[US Stock]]></category>

                <guid isPermaLink="false">https://stage2026.twelfthmagpie.com/?p=1533015</guid>
                                    <description><![CDATA[<p>Want to know how much money investors have made since June 2020? Zaven Boyrazian explores the successes and failures of the last five years.</p>
<p>The post <a href="https://stage2026.twelfthmagpie.com/2025/06/14/10000-invested-in-the-us-stock-market-5-years-ago-could-now-be-worth/">£10,000 invested in the US stock market 5 years ago could now be worth&#8230;</a> appeared first on <a href="https://stage2026.twelfthmagpie.com">The Twelfth Magpie</a>.</p>
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<p class="wp-block-paragraph">The stock market&#8217;s one of the most powerful wealth-building tools in modern society. It can occasionally turn into a rollercoaster ride in the short term with stories of stock crashes and volatility. But when compounding is left to work its magic over the long run, patient investors can find themselves immensely rewarded.</p>



<p class="wp-block-paragraph">Even in the last five years, US stocks have been a terrific place to park some capital despite all the chaos caused by inflation and interest rates. So how much money have investors made since the post-peak-pandemic summer of 2020?</p>



<h2 class="wp-block-heading" id="h-looking-at-index-investors">Looking at index investors</h2>



<p class="wp-block-paragraph">Let’s say it’s June 2020, and an investor has £10,000 sat in a savings account and decide to put it into a low-cost <strong>S&amp;P 500 </strong>index tracker fund. Initially, things start off quite well, climbing by over 60% by the start of 2022.</p>



<p class="wp-block-paragraph">Of course, then <a href="https://stage2026.twelfthmagpie.com/investing-basics/investment-glossary/what-is-hyperinflation/">inflation came along</a>, triggering a massive stock market correction that persisted for almost the entire year. But eventually, the US economy got back on its feet as inflation cooled. By this June, despite the ups and downs, the total return of the S&amp;P 500 over the five years reached 113%.</p>



<p class="wp-block-paragraph">That means the £10,000 initial investment is now worth £21,300. Not bad – but how did stock pickers do?</p>



<p class="wp-block-paragraph">It’s harder to pinpoint how well individuals performed during this period because that ultimately depends on which stocks they decided to buy. Those who thought <strong>Beyond Meat</strong> was going to revolutionise the way we eat meat products have been left severely disappointed, losing almost all of their investment.</p>



<p class="wp-block-paragraph"><div class="tmf-chart-singleseries" data-title="Beyond Meat Inc Price" data-ticker="NASDAQ:BYND" data-range="5y" data-start-date="" data-end-date="" data-comparison-value=""></div>
</p>



<p class="wp-block-paragraph">But those who backed <strong>Crowdstrike</strong> (<a class="tickerized-link" href="https://stage2026.twelfthmagpie.com/tickers/nasdaq-crwd/">NASDAQ:CRWD</a>) and its artificial intelligence (AI)-powered cybersecurity platform have been rewarded with an enormous 400% gain.</p>



<p class="wp-block-paragraph"><div class="tmf-chart-singleseries" data-title="Crowdstrike Holdings Inc - Class A Price" data-ticker="NASDAQ:CRWD" data-range="5y" data-start-date="" data-end-date="" data-comparison-value=""></div>
</p>



<h2 class="wp-block-heading" id="h-zooming-in-on-crowdstrike">Zooming in on Crowdstrike</h2>



<p class="wp-block-paragraph">With the company sucessfully launching new powerful defence solutions for its modular Falcon platform, the company&#8217;s been driving up customer spending drastically in the last five years. That’s translated into an explosive 46% average revenue growth rate since 2020, with earnings reaching borderline profitability.</p>



<p class="wp-block-paragraph">In fact, the company&#8217;s expanded so much that it recently graduated, becoming an S&amp;P 500 member last year. And subsequently, a £10,000 investment&#8217;s now worth over £50,000!</p>



<p class="wp-block-paragraph">Cyber attacks are becoming increasingly sophisticated, and AI-powered solutions are now mission critical for many enterprise customers. That’s certainly a powerful tailwind Crowdstrike&#8217;s already capitalising on. In other words, the growth story looks far from over.</p>



<p class="wp-block-paragraph">Expecting another 400% gain by this time in 2030 might be a bit optimistic, given the firm now has a <a href="https://stage2026.twelfthmagpie.com/investing-basics/getting-started-in-investing/what-is-market-cap/">market-cap</a> of $116bn. However, if left to run for longer, this isn’t out of the realm of possibility. Of course, as with every investment, nothing&#8217;s guaranteed.</p>



<p class="wp-block-paragraph">Despite having over 20,000 customers, the bulk of its annual recurring subscription revenues come from its much smaller list of enterprise-scale customers. Losing some of these key clients due to a security breach or another catastrophic software update, like the one in 2024, could slam the breaks on growth. And with the stock trading at a lofty valuation, downward volatility&#8217;s almost a certainty in this scenario.</p>



<p class="wp-block-paragraph">Nevertheless, the long-term growth potential makes this risk potentially worth taking, in my opinion. So investors comfortable with a bit of share price volatility may want to consider taking a closer look.</p>
<p>The post <a href="https://stage2026.twelfthmagpie.com/2025/06/14/10000-invested-in-the-us-stock-market-5-years-ago-could-now-be-worth/">£10,000 invested in the US stock market 5 years ago could now be worth&#8230;</a> appeared first on <a href="https://stage2026.twelfthmagpie.com">The Twelfth Magpie</a>.</p>
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