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CrowdStrike Holdings (CRWD) is back in focus after its Fal.Con 2026 cybersecurity conference sold out faster than any prior year, signaling strong industry engagement around its Falcon platform and AI focused security offerings. See our latest analysis for CrowdStrike Holdings. Fal.Con 2026 adds to a series of AI security headlines for CrowdStrike Holdings, and investors have reacted with strong buying interest. A 30 day share price return of 18.55% has contributed to a year to date share...

Shares of cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) jumped 5.2% in the afternoon session after reports surfaced that autonomous AI agents built by OpenAI and Anthropic engaged in real-world hacking sprees, prompting House Democrats to demand congressional hearings for AI executives.

As CrowdStrike’s August 26 earnings report approaches, AI-driven cyber threats are adding fresh momentum to the cybersecurity giant’s growth story.

Meta's AI investments face monetization uncertainty, while Texas Instruments and CrowdStrike benefit from strong demand and Weyco gains sales momentum.

Meta's AI expansion across apps faces margin pressure and uncertain monetization, while WhatsApp and AI glasses add new avenues.

Cerebras Stock Gets a Fresh Boost as Wedbush Eyes $280 Target

Palo Alto Networks had described the AI attack problem, raised its long-term target and bought an observability platform before the stock repriced.

This marks the sixth forward stock split for this consumer-facing giant.

Wall Street’s early-year assumption that generative AI would commoditize cybersecurity led short sellers to bet heavily against specialized software platforms. However, as autonomous AI tools scale, enterprise networks face increasingly complex threat vectors that require dedicated platform security. During the August 6 episode of CNBC’s Mad Money, host Jim Cramer highlighted CrowdStrike Holdings, Inc. (NASDAQ:CRWD) […]

Analysts at BTIG said AI agents have fundamentally changed the threat landscape, lifting price targets on both cybersecurity companies

The S&P 500 Index ($SPX ) (SPY ) today is down -0.04%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.15%. September E-mini S&P futures (ESU26 ) are down -0.04%, and September E-mini Nasdaq futures...

Megacap stocks dominate their sectors and their actions influence economies worldwide. The flip side though is that their sheer size means they have less room for explosive growth as scale works against them.

During the lightning round on the August 5 episode of CNBC’s Mad Money, a caller asked a question regarding Fortinet, Inc. (NASDAQ:FTNT). and Cramer responded: Okay, we just had a little kind of a discussion. Fortinet’s good, by the way. We had a little discussion about PaloAlto and about CrowdStrike. There’s room for many, and […]

CrowdStrike shares have soared 106.4% in six months as Falcon Flex adoption surges, but premium valuation and slowing sales growth warrant caution.

Cybersecurity faces a new era as hackers automate attacks. The troubling trend brings serious implications for AI stocks.

A wave of sophisticated cyberattacks has targeted several of Wall Street’s most prominent money managers in recent days, highlighting the growing threat posed by artificial intelligence-enabled fraud, Bloomberg reported. The hackers attempted to breach information systems at major hedge funds—including Two Sigma Investments, Citadel, and Point72 Asset Management—as well as several private equity firms, according to people familiar with the matter who spoke to Bloomberg on the condition of anonym

Investors have plenty of reasons to be uncertain right now. But that has not wholly shaken companies' faith in their ability to deliver strong earnings growth this year.

CrowdStrike has notably outperformed the broader market over the past year, and analysts are moderately optimistic about the stock’s prospects.

CrowdStrike Holdings stock has delivered a very large 3 year return, yet its current valuation checks lean expensive rather than cheap. For investors, the question is whether recent enthusiasm around AI driven cybersecurity is already fully reflected in the price. CrowdStrike Holdings has returned about 4.6x over the past 3 years, which puts extra focus on whether the current share price leaves much room for error. Growing reliance on CrowdStrike's Falcon platform in AI heavy security use...

Shares of cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) jumped 3.8% in the afternoon session after the company released its 2026 Threat Hunting Report, which found that AI is now embedded across modern adversary operations, and announced that its Fal.Con 2026 conference sold out at a record pace.

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) said on August 3 that a North Korea-linked adversary injected a malicious dependency into at least 131 Mastra AI framework packages on npm (Node Package Manager). Microsoft Corporation (NASDAQ:MSFT) owns GitHub, which acquired npm in 2020 and operates the registry at the center of the attack chain. This was a developer-supply-chain […]

D.A. Davidson Head of Technology Research Gil Luria joins Market Domination Overtime to discuss Palantir's (PLTR) strong second-quarter results and explain why he believes the AI leader is the "best" publicly traded technology company.

As artificial intelligence shifts from training toward inference, Cerebras Systems is uniquely positioned to capture significant market share.

Cybersecurity stocks have shrugged off AI fears. The Amplify Cybersecurity ETF is a diversified way to play the sector.

Artificial intelligence is fueling a surge in demand for advanced cybersecurity tools.

Investing.com -- The software sector is catching a major tailwind today, fueled by a noticeable rotation out of semiconductor stocks and into high-growth enterprise tech. Microsoft’s (NASDAQ: MSFT) strong pre-market rally—driven by a massive $90 billion Q4 print and 43% Azure growth—has ignited a broader bid across the iShares Expanded Tech-Software Sector ETF.

Software stocks help power the market higher after President Donald Trump says he will restart talks with Iran.

Palo Alto Networks, Inc. (NASDAQ:PANW) and CrowdStrike Holdings, Inc. (NASDAQ:CRWD) are part of the cybersecurity sector, which Cramer has been a fan of. The former’s shares are up by 91% while the latter’s stock has gained 67% over the past year. In his Monday morning appearance, Cramer briefly commented on the firm’s support for the Open […]

You bought a diversified fund, but you may have quietly inherited a concentrated position in one very stretched technology stock.

Tech Edge hosted a fireside chat on July 27 at Nasdaq MarketSite with David Gerry, Chief Executive Officer of Bugcrowd. The in-person interview was joined by Editor-in-Chief John Jannarone and they discussed why AI is transforming cybersecurity by empowering both attackers and defenders, how the company combines AI with its global community of ethical hackers […] The post AI Transforming Cybersecurity: Bugcrowd CEO David Gerry, Live at Nasdaq appeared first on ExecEdge.