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Trump Alleges China Stole 220 Million US Voter Files in Primetime Address — US-China Tensions Spike Ahead of Midterms

President Trump delivered a primetime address Thursday alleging China illicitly acquired 220 million US voter files — the largest election data compromise in history — while revealing declassified intelligence on Chinese interference operations. Beijing denied the claims. The speech, delivered months before the 2026 midterm elections, renews US-China tensions and could accelerate restrictions on Chinese technology companies. US-listed Chinese ADRs and cybersecurity stocks are the most direct market plays.

CrowdStrike Reports Q4 Earnings After the Bell as Cybersecurity Demand Tests Resilience Against AI Competition

CrowdStrike Holdings is scheduled to report fiscal fourth-quarter results after Tuesday's close, with analysts projecting earnings of $1.10 per share on revenue of approximately $1.3 billion — a 22.6% year-over-year increase. The report comes amid a 24.5% three-month decline in the stock, driven by fears that AI-native security tools could erode the company's competitive moat in enterprise cybersecurity.