CRWD, GOOG Touted by Pro Investor

CrowdStrike (CRWD) will benefit from the increased need for cybersecurity in the AI era, while Alphabet (GOOG,GOOGL) is getting a lift from its success in AI and its strong ad business, Adam Coons, co-Chief Investment Officer at Winthrop Capital told Schwab Network recently. Coons is bullish on both names.

On the macro side, Coons believes that investors should use the market’s weakness as a buying opportunity, as he thinks that “the fundamentals haven’t changed for most companies,” while inflation will slow markedly in the second half of 2025.

Security personnel at their consoles, monitoring a global network of threats in real-time.

Coons Touts CRWD and GOOG

“As AI grows, more advanced cybersecurity will be needed,” the investor said. He called CRWD one of the top names in the space.

As for GOOG, the tech giant is effectively growing its ad revenue and its AI business, Coons stated.

Why Coons Expects Inflation to Slow

Tariffs will actually be disinflationary, while many of the disinflationary catalysts that existed before the pandemic are still present, the investment advisor stated. He expects inflation to fall below a 2% annualized rate in the second half of the year and predicts that GDP growth will also drop below a 2% annualized rate at that point.

While we acknowledge the potential of CRWD as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is as promising as CRWD but trades at less than 5 times its earnings, check out our report about the cheapest AI stock.

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Disclosure: None. This article is originally published at Insider Monkey.