CrowdStrike (NASDAQ:CRWD) shares fell 2.5% in the morning session as software stocks extended their selloff over concerns about AI capital spending and slowing software bookings. Oracle filed to raise $20 billion in debt and equity, while quarterly reports from Alphabet and Amazon showed soaring data-center spending compressing free cash flow, contributing to the Nasdaq's steepest monthly decline in over a year. In cybersecurity, Check Point Software slid after third-quarter sales missed expectations and it warned its recovery is taking longer than anticipated. CrowdStrike shares later recovered some of the losses to $249.64, down 0.3% from the previous close.
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