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Quarterly revenue outperformance of software companies that don't follow the standard reporting cale

Calls for a slowdown in AI development sent the cybersecurity specialist higher.

Industry leaders rattle AI stocks as they speak out about rapid development and call for a slower pace of growth, today, Sept. 14, 2026.

Amodei, Altman and Musk all called for slowing capability development this weekend

Nvidia’s CEO sees cybersecurity as AI’s next leg. CrowdStrike and Anthropic’s last two months suggest he’s not wrong.

All Eyes Set on September FOMC Meet.

AI safety warnings from two frontier lab CEOs sent shockwaves through chipmakers over the weekend, but cybersecurity stocks are telling a completely different story about what those warnings mean for the threat environment ahead.

Anthropic CEO Dario Amodei called for slowing frontier AI development, while OpenAI CEO Sam Altman backed the idea and said the firm would also adopt independent evaluators with employee-like access.

Yahoo Finance Senior Markets Reporter Ines Ferre and DA Davidson Head of Technology Research Gil Luria break down the tech stock (XLK) pullback following calls to slow AI development, while highlighting the renewed strength in the cybersecurity sector.

A Great Rethink on AI buildouts this weekend is sending AI stocks lower ahead of the opening bell.

Cloudflare's stronger growth outlook, AI security demand and expanding Zero Trust adoption give NET an edge over CrowdStrike despite its premium valuation.

CrowdStrike and Palo Alto Networks are leading a software rally as concerns about AI safety give cybersecurity stocks an added boost.

What a time it’s been for CrowdStrike. In the past six months alone, the company’s stock price has increased by a massive 94.8%, reaching $206.38 per share. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.

Stock Market Today: The Dow Jones index drops Monday as oil prices jump. Nvidia stock sells off as AI leaders call for a slowdown.

Shares of major technology companies fell early Monday after leading artificial intelligence executi

CrowdStrike commands a premium valuation that its growth and free cash flow continue to justify. UiPath just turned consistently profitable but is still working to convince investors that the growth story is intact.

CrowdStrike (NASDAQ:CRWD) shares rose 4. 6% in pre-market trading after Chief Executive George Kurtz responded to comments from Anthropic CEO Dario Amodei about the pace of advanced artificial intelligence development.

Highflying chip and memory stocks are getting hammered, while software developers rally as AI disruption fears ease.

CrowdStrike is generating record revenue and free cash flow while C3.ai works to rebuild from the ground up. The gap in execution between these two companies tells the whole story.

A boost for at least one sector of AI.

Investing.com - Enterprise software names are pointing sharply higher in pre-market trading on Monday as semiconductor stocks face broad selling pressure amid calls for broader slowdown in the AI arms race.

Jim Cramer calls CrowdStrike stock a MUST BUY after CEO George Kurtz says AI defense must run at machine speed.

Jim Cramer called CrowdStrike Holdings Inc. (NASDAQ:CRWD) a stock investors need to own, as CEO George Kurtz warned that artificial intelligence is fueling a new breed of “machine-speed” cyberattacks and said that strong defenses against the technology are more urgent than any industry-wide slowdown. The Threat Landscape Has Fundamentally Changed Kurtz, in a post on X on Sunday, said frontier labs will keep advancing regardless of any single lab’s restraint, so cybersecurity’s job is to make tha

CrowdStrike recently unveiled Falcon Guardian and SafeMind at Fal.Con 2026, aiming to secure AI agents and expand its share of a massive new market.

Zscaler (NASDAQ:ZS) executives outlined how the cybersecurity company is adapting its zero-trust architecture for AI agents, while also discussing new product launches, sales initiatives and the potential for continued growth in its core business. Speaking at a company session, Head of Product Adam

NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang thinks cybersecurity could become one of artificial intelligence’s next major application markets. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is already trying to prove him right. At CrowdStrike’s Fal.Con 2026 conference, the companies unveiled SafeMind, an agentic cybersecurity system using Nvidia Nemotron models alongside technology developed by CrowdStrike’s Cyber Superintelligence Lab. Nvidia […]

CrowdStrike (CRWD) stock rose about 97% over the past year, against 18% for the S&P 500, as growth in the recurring revenue it adds each quarter sped up. Management was forecasting that speed-up by March 2025 and named one mechanism: Falcon Flex customers using up their contracts early and coming back for more. The direction was public. The size of the fiscal 2027 speed-up was not.

Adobe is one of the most attractively priced software stocks in the market right now, while CrowdStrike commands a premium valuation that reflects one of the strongest growth trajectories in cybersecurity.

Wedbush Sees Cybersecurity Winners Emerging as AI Transforms the Market

Wedbush gave CrowdStrike shares an ‘Outperform’ rating and a $250 price target.