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What Is Really Behind CrowdStrike Stock's Doubling?
Trefis9d agoneutral
What Is Really Behind CrowdStrike Stock's Doubling?

CrowdStrike (CRWD) trades at $210.02, roughly double where it stood a year ago while the S&P 500 returned 19.3%, and it sits at about 91% of its 52-week high. The easy read is that the AI security trade has already happened and you are late to it. But its own recurring revenue base points at something steadier than a spike, and the price now assumes that steadiness.

CrowdStrike (CRWD) Is Becoming a Vendor of Choice for Agentic AI Security. Can It Sustain the Momentum?
Insider Monkey10d agoneutral
CrowdStrike (CRWD) Is Becoming a Vendor of Choice for Agentic AI Security. Can It Sustain the Momentum?

Scotiabank believes CrowdStrike Holdings, Inc. (NASDAQ: CRWD) is emerging as a “vendor of choice” for agentic AI security needs. After conversing with more than 15 customers at the Fal.Con 2026 event and meeting with the company management, the Wall Street firm came away confident in the company’s sustained momentum. On September 4, Scotiabank analyst Patrick […]

Should You Get Paid To Wait For Palo Alto Networks To Slow Down?
Trefis10d agoneutral
Should You Get Paid To Wait For Palo Alto Networks To Slow Down?

Palo Alto Networks (PANW) has returned 71.4% over the past year and trades about 15% below its 52-week high. You can be paid now for agreeing to buy the shares well below today's price, and you keep that payment either way. The catch: the stock has to fall a long way first, and the slowdown management has already guided to is in the growth measures, not in the company total.

Is CrowdStrike Holdings (CRWD) Stock Still the Better Cybersecurity Bet as Rubrik (RBRK) Accelerates?
Insider Monkey10d agoneutral
Is CrowdStrike Holdings (CRWD) Stock Still the Better Cybersecurity Bet as Rubrik (RBRK) Accelerates?

Two cybersecurity heavyweights, Rubrik, Inc. (NYSE:RBRK) and CrowdStrike Holdings, Inc. (NASDAQ:CRWD), both released Q2 FY2027 earnings in late August/early September while deepening their strategic alliance. On September 1, the companies announced a joint agentic identity resilience workflow orchestrated by CrowdStrike’s Charlotte Agentic SOAR. By uniting CrowdStrike’s Falcon Next-Gen Identity Security with Rubrik’s Identity Resilience, joint […]

OpenAI, Anthropic are 'gambling with our lives': Fmr. employee warns of AI's threat to humanity
Yahoo Finance Video11d agoneutralVIDEO
OpenAI, Anthropic are 'gambling with our lives': Fmr. employee warns of AI's threat to humanity

A former Anthropic employee stated on X on Tuesday that both Anthropic and OpenAI are "not acting responsibly" and are "gambling with our lives." He also noted that many people building AI technology believe it could kill humanity in the next decade. Sherwood News head of markets Luke Kawa and Investopedia editor in chief Caleb Silver discuss the details with Morning Brief host Julie Hyman.

CrowdStrike (CRWD)’s CEO Warns AI Is Exposing Gaps in Legacy Cybersecurity Tools
Insider Monkey13d agoneutral
CrowdStrike (CRWD)’s CEO Warns AI Is Exposing Gaps in Legacy Cybersecurity Tools

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) CEO George Kurtz said AI is exposing gaps in corporate cybersecurity defenses that older, legacy tools cannot handle, speaking on CNBC’s “Mad Money” a day after the company posted record quarterly results that sent shares up more than 20% to a record-high close near $228. He said, “A lot of companies […]

CrowdStrike (CRWD) Unveiled A Broad AI Security Platform Push
Simply Wall St.14d agoneutral
CrowdStrike (CRWD) Unveiled A Broad AI Security Platform Push

CrowdStrike Holdings (NasdaqGS:CRWD) announced a broad set of AI security products and deeper integrations across the cybersecurity and enterprise AI ecosystem. The company introduced tools such as Falcon Guardian, Agentic Identity Provider and real-time supply chain protection to cover AI agents, data pipelines and software supply chains. CrowdStrike expanded partnerships with OpenAI, Google, Anthropic, NVIDIA, Rubrik, Fortanix, EY and others to embed its Falcon platform into emerging AI...

AI’s Next Winners? Investor Bets on Snowflake, CrowdStrike and Palantir
Benzinga14d agoneutral
AI’s Next Winners? Investor Bets on Snowflake, CrowdStrike and Palantir

Investors looking for artificial intelligence winners beyond chips are increasingly turning to software and cybersecurity. Snowflake Inc., CrowdStrike Holdings Inc. and Palantir Technologies Inc. could benefit as AI adoption accelerates, according to Silvant Capital Management. Michael Sansoterra, chief investment officer...

Jim Cramer Couldn’t Stop Gushing About This Computer Hardware AI Stock
Insider Monkey15d agoneutral
Jim Cramer Couldn’t Stop Gushing About This Computer Hardware AI Stock

Computer hardware firm Dell Technologies Inc. (NYSE:DELL)’s shares closed 15.8% higher the day after the firm reported its second fiscal quarter earnings report. During the quarter, the firm earned $47 billion in revenue to beat analyst estimates of $44.9 billion. Crucially, the firm also bumped its full year revenue guidance to $192 billion from $167 […]