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Shares of cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) jumped 2% in the afternoon session after the stock continued to rally, following through from the previous day's increase amid calls for an artificial intelligence development slowdown, while cybersecurity partners Nord Security and Horizon3 announced new integrations with the company's Falcon Next-Gen SIEM platform, according to financial media reports.
Zscaler (ZS) has gained 48% in three months, yet trades about 43% below its 52-week high. Near $190 it costs 9.3 times sales, against 3.2 for the S&P 500. The question is which growth that price buys: the 25% reported for fiscal 2026, or the roughly 17% guided for fiscal 2027.
Kurtz says the bigger security problem has already arrived
Palantir Technologies Inc (NYSE:PLTR) received a higher $250 UBS price target as demand outstrips capacity, with management describing customer adoption as still early. According to a UBS note, Palantir executives disputed that language models could replace Palantir, citing imprecision, while...
Cybersecurity stocks are breaking away from a softening Nasdaq tape, and CrowdStrike is leading the charge for a reason that has little to do with traditional security spending and everything to do with what AI agents are about to demand from corporate networks.
CrowdStrike stock rallies as tech leaders issue stark warnings on rapid AI evolution. Here’s why their warnings are bullish for cybersecurity stocks.
CrowdStrike’s revenue and recurring sales are accelerating, but its steep valuation means investors may need continued strong growth to justify the stock’s premium.
AI safety concerns are rising, but that could create another tailwind for cybersecurity. Here are ETFs positioned to benefit from growing security needs.
J.P. Morgan sees CrowdStrike, Palo Alto Networks, Okta, Zscaler, and Varonis benefiting as AI adoption drives greater demand for cybersecurity.
Okta CEO Todd McKinnon weighs in on the huge AI risk debate.
RUM Group lands a $13.7B Anthropic compute deal, highlighting continued AI infrastructure demand despite growing safety concerns.
CrowdStrike (CRWD) added $333 million of net new annual recurring revenue in fiscal Q2 2027, a record and 51% more than a year earlier. That figure is the case for a stock at its 52-week high, up 117% over the past year. It is also the number to worry about. At 44.5 times sales, the price looks built on that pace, and the company's own guide for fiscal Q3 2027 calls for a slower one.
Okta (OKTA) stock rose 12% in Monday's session and closed at $186.45, its highest price in a year. A move that size usually follows something the company itself announced. What Okta announced that morning does not qualify. Monday’s sharp rally appears driven more by sector-wide AI sentiment than any immediate change to Okta’s guided revenue.
FEATURE Stock futures were falling on Tuesday as a rally in oil prices drove the yield to its highest level in more than 19 years. Chip and memory stocks were edging higher, having taken a battering on Monday after several top executives called for a slowdown in AI development.
CrowdStrike has ambitious long-term growth goals for its business, but its current valuation complicates the outlook for the stock.
↘️ UBS (CH:UBSG), Deutsche Bank (XE:DBK), UniCredit (IT:UCG): Shares of European banks retreated as global bond yields continued to push higher, in a sign that investors are growing increasingly worried that higher borrowing costs could lead to more loan defaults.
CrowdStrike Holdings (NasdaqGS:CRWD) expanded Project QuiltWorks with new U.S. and Canada localized AI cybersecurity services in September 2026. The company integrated its AI-driven security stack with data platform partner VAST Data to connect customer environments more directly to threat detection. CrowdStrike added Anthropic Claude Marketplace access, aligning its Falcon ecosystem with third party frontier AI tools used by enterprise clients. New partnerships include specialized North...
AI leaders diverge on safety and speed as investors weigh the impact on the sector.
Investors reassessed opportunities across cybersecurity, defense materials, and identity protection.
Shares of cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) jumped 14.8% in the afternoon session after CNBC host Jim Cramer designated the cybersecurity company a must buy following statements by CEO George Kurtz regarding autonomous AI cyber threats and long-term recurring revenue growth.
The September 14 AI selloff produced an odd winner: cybersecurity. As chip stocks fell after frontier AI leaders called for slower development, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) and Palo Alto Networks, Inc. (NASDAQ:PANW) both traded higher as investors also digested fresh concern about AI-enabled cyber risk and the Revolut breach. The move suggests Wall Street may […]
The AI safety debate went mainstream over the weekend, and Rubrik shareholders showed up at the "buy" window.
Although AI safety warnings continue to spark fierce public debate and market volatility, AI companies' underlying actions paint a vastly different picture.
The security opportunity is growing, but today's rally raises the financial performance required to justify the valuation.
Cybersecurity stocks rallied Monday as AI warnings fueled expectations of higher security spending, with threat protection provider CrowdStrike Holdings Inc (NASDAQ:CRWD) rising 15.42% to $238.63. Anthropic chief executive Dario Amodei urged slower artificial intelligence development in a...
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