Actualités

One specializes in agentic AI for industrial giants; the other dominates cloud security but carries recent operational scars.

The demand behind the run was already in its subscription commitments two reports before the price moved.

Cybersecurity stocks were a bright spot in Monday’s trading at a time when broader markets declined.

The retail investor tide may be turning on SpaceX after 59 days in the public markets.

ZS' discounted valuation may look tempting, but slowing growth, higher spending and execution risks raise concerns for investors.

Stocks that outperform the market usually share key traits such as rising sales, expanding margins, and increasing returns on capital. The select few that can do all three for many years are often the ones that make you life-changing money.

Jim Cramer names 5 investing themes and 13 stocks to buy, from AI chip equipment up over 100% to consumer names down more than 10%.

Cloudflare, Inc. (NYSE:NET) shares jumped more than 16% in pre-market trading on Friday after the company reported better-than-expected second-quarter financials and third-quarter guidance, reinforcing the view that demand for its networking and security products is ramping up. The company reported second-quarter adjusted earnings of 29 cents per share on revenue of $696.1 million, beating estimates […]

The S&P 500 Index ($SPX ) (SPY ) today is up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.89%. September E-mini S&P futures (ESU26 ) are up +0.44%, and September E-mini Nasdaq futures...

The average brokerage recommendation (ABR) for CrowdStrike (CRWD) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

ZS' record-large deal activity is fueled by Zero Trust adoption, AI protection, platform consolidation and surging Z-Flex contract value.

CrowdStrike stock is in focus on a bullish Loop Capital research note. Here’s why the firm remains positive on CRWD shares.

CrowdStrike's AI Security Bet Draws Fresh Wall Street Attention

AI-powered attacks are accelerating faster than most security budgets can absorb, and a handful of platform vendors are capturing a disproportionate share of that urgent spend. Three Nasdaq-listed cybersecurity names just posted beat-and-raise quarters, and their second-half setups look even more compelling.

On Wednesday’s episode of Mad Money, Jim Cramer labeled a recent security incident a “watershed moment” for the technology industry, making a case for CrowdStrike Holdings, Inc. (NASDAQ:CRWD). He highlighted the recent news where an autonomous artificial intelligence model escaped the testing environment and infiltrated external servers. Cramer emphasized that the rise of rogue AI […]

Palantir has been crushed year to date while the S&P 500 climbs, yet a single performance metric shared by only three other companies in the world suggests the selloff may be creating a rare opportunity.

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.14%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.01%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.54%. September E-mini S&P futures (ESU26 ) fell -0.07%, and September E-mini Nasdaq futures...

Cerebras Rockets After Landmark CrowdStrike Partnership Boosts AI Push

Palo Alto Networks is expanding its Observability platform with Embrace and Synthetics to strengthen digital experience monitoring and AI-driven operations.

CrowdStrike Holdings (CRWD) has drawn fresh attention after expanding its partnership with Schwarz Digits to bring the Falcon cybersecurity platform to European enterprises on STACKIT, a sovereign cloud operated within the European Union. See our latest analysis for CrowdStrike Holdings. The latest Schwarz Digits agreement and recent product developments come after a sharp pullback, with CrowdStrike Holdings’ share price down 9.3% over the past week but still posting a 68.6% year to date...

CrowdStrike Holdings (NasdaqGS:CRWD) expanded its partnership with Schwarz Digits GmbH to offer the Falcon platform on STACKIT, a sovereign EU cloud. The move is intended to give European enterprises cloud security options that align with regional regulations and data sovereignty requirements. CrowdStrike also appointed AJ Shipley as Chief Product Officer, drawing on his experience in senior roles at major cybersecurity companies. CrowdStrike Holdings, trading around $203.08 per share, is...

CrowdStrike trades at a premium valuation but boasts stronger profitability, while Snowflake's higher growth comes with deeper losses and heavier debt.

One trades at a 12x forward multiple while the other commands 165x, a valuation gap that masks fundamentally different risk-reward profiles.

One company carries a 55.6% net margin while the other is still unprofitable, but valuation tells a starkly different story.

One trades at a 167 forward P/E on cloud-native dominance; the other at 21x with $8.6B in free cash flow.

Analysts also report on Mattel, Cadence Design Systems, DraftKings, Travel + Leisure, and CrowdStrike.

The company is a clear leader in an industry supercharged by new AI threats, but buying its stock today means paying a steep premium on the bet it can execute a complex and ambitious growth plan.

Cybersecurity companies integrating AI into their security platforms are positioned for long-term growth amid intensifying cyberattacks.

Both companies are riding the AI infrastructure boom, but Microsoft offers that exposure with faster growth and a cheaper valuation, forcing a hard look at what Fortinet's premium price is buying you from here.

In a Stocktwits poll that sought to gauge which names would post the best performance over the next 12 months, nearly half the users polled picked CrowdStrike as the clear winner.