Gotta-have-it products like CrowdStrike's aren't seeing any slowdown this earnings season, but products like RVs and high-end athleisure aren't exactly flying off the lots and shelves.
The corporate sector needs to spend more money on cybersecurity, and that's a big opportunity for companies like SentinelOne and Tenable.
Cybersecurity specialist CrowdStrike will join the S&P 500 on June 24.