S&P 500 Hits Record Highs; Uber, CrowdStrike Named Top Buys

The S&P 500 has reclaimed record highs in April 2026 after a 9% March drawdown amid U.S.-Iran tensions and volatility. Despite the index's surge, Uber trades ~24% below its peak, bolstered by $193.4 billion gross bookings and $52 billion revenue in 2025, with autonomous vehicles poised to boost margins. CrowdStrike, ~17% off highs, reported $5.2 billion ARR in fiscal 2025 (up 24% YoY), Falcon Flex at $1.7 billion (120% growth), targeting $20 billion ARR by fiscal 2036. Commentary positions these growth stocks to outperform the bullish market.