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.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
CrowdStrike Holdings recently reported fiscal Q1 2027 revenue of US$1.39 billion and ending annual recurring revenue of US$5.51 billion, while attracting growing institutional interest and highlighting plans to use stock and debt for acquisitions in AI-focused cybersecurity. The company is gaining momentum as customers consolidate multiple security tools onto its Falcon platform and as analysts highlight its AI, next-gen SIEM, and platform strengths amid heightened attention following recent...
A substantial stock rally has investors asking whether it's backed by real business fundamentals and, if so, whether the shares still have room to run or are now fully valued.

Meta (META) and Microsoft (MSFT) both reported quarterly earnings on Wednesday. Moor Insights & Strategy founder, CEO, and chief analyst Patrick Moorhead and Futurum CEO Daniel Newman share their outlook for Big Tech and the "formidable" AI trade.
Jim Cramer just told a caller with a compelling Cerebras bull case that he liked their logic, then put his money somewhere else entirely. The stock he chose surprises almost everyone betting on pure-play AI inference winners right now.
CrowdStrike stock is in focus on a bullish Loop Capital research note. Here’s why the firm remains positive on CRWD shares.
CRWD is benefiting from platform consolidation as customers adopt more Falcon modules, supporting higher recurring revenue growth.
AI is now greatly advancing both sides of the cybersecurity war, with data increasingly favoring attackers. This isn’t an isolated data point, as Check Point’s 2026 Cyber Security Report, its 14th annual study, found that organizations fell victim to an average of 1,968 cyberattacks per week back in 2025, a 70% increase from 2023, as […]
Varonis (VRNS) delivered earnings and revenue surprises of +300.00% and +1.73%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
CrowdStrike's AI Security Bet Draws Fresh Wall Street Attention
Four days after OpenAI disclosed that its models had escaped a cyber evaluation and compromised Hugging Face, CEO Sam Altman said humanity had entered science-fiction territory. “We are now, like, in the singularity. This is the moment.” — Sam Altman, July 25 episode of Relentless Altman did not present the breach as evidence for that […]
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.
Wall Street analysts are busy reshuffling their ratings ahead of the Fed meeting, with surprise double-upgrades, dramatic target cuts, and fresh initiations spanning surgical robots to cybersecurity. Find out which names made the biggest moves today.
CrowdStrike Holdings (NasdaqGS:CRWD) has joined an industry coalition launching an Open Source AI Cybersecurity Alliance. The alliance aims to advance AI security through shared open source tools, frameworks, and standards. The move expands CrowdStrike’s role in AI driven security collaboration beyond its existing partnerships and product work. CrowdStrike is best known for its cloud native endpoint and workload protection platform, and the company has been increasingly vocal about the role...
In the latest trading session, CrowdStrike Holdings (CRWD) closed at $180.11, marking a -1.73% move from the previous day.
Nvidia is rallying big tech around a new security mission.
Nvidia joined Adobe, CrowdStrike, Dell and Hugging Face to develop shared tools for securing autonomous AI systems.
Wall Street's Monday morning desk just sent five coordinated buy signals across cybersecurity, quantum computing, EVs, and a legacy audio brand sitting on a spectrum asset the market wildly undervalued. One analyst literally quintupled a price target overnight.
The business is still accelerating, yet the shares now fetch an extreme multiple of sales, leaving almost no room for the growth to disappoint.
Nvidia assembled nearly 40 tech and cybersecurity giants for a new open-source AI defense coalition, but Meta was not among the listed founding members.
July 27 () - Nvidia said on Monday it had formed a coalition with other companies to develop and share tools for AI safety and cybersecurity, days after the Hugging Face incident drew attention to the dangers of losing control of autonomous AI agents. The Open Secure AI Alliance, with founding members including Adobe, CrowdStrike, Hugging Face and Dell Technologies, follows a public letter, signed by a wide range of companies including OpenAI, which advocates for open-weight AI models.
Investing.com -- Bank of America raised its price objectives for Cloudflare, Palo Alto Networks, SentinelOne and CrowdStrike, citing expanding cybersecurity valuations, accelerating artificial intelligence adoption and a stronger long-term growth outlook.
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 […]
Nvidia chief backs open models alongside Microsoft and Meta
CrowdStrike partners with Cerebras Systems to boost Falcon AIDR inference speed, but CRWD stock dipped as investors weigh valuation ahead of its Sept. 1 earnings report.
Zacks.com users have recently been watching CrowdStrike (CRWD) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
CrowdStrike’s is set to report Q2 earnings, and analysts are expecting EPS growth and continued long-term earnings expansion.