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After facing a rough start to 2025, Macy's (M) muscled an earnings beat thanks to a strong showing from Bloomingdale. That said, Diane King Hall points to tariffs and selective spending from consumers plaguing the company's forward momentum. CrowdStrike (CRWD) showed strength in the cybersecurity sector but shares still slid on the report. Staying in the space, Diane turns to Okta Inc.'s (OKTA) earnings that had a red mark on withheld fiscal 2027 guidance.

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