News

CrowdStrike Holdings has delivered very strong share price gains over the last three years, yet current valuation checks flag the stock as expensive rather than a clear bargain. After such a sharp move, investors are weighing those past returns against what the present pricing implies for the next leg. The stock has returned about 420% over the past three years, which puts a lot of optimism into the current market value. Excitement around CrowdStrike's AI driven security offerings and...

An unreleased model wiped out billions in market value. Five months later, that same AI drove a record earnings beat.

Wall Street experts believe that AI adoption continues to create a cybersecurity spending cycle, with companies increasingly needing to secure AI agents, applications, and cloud workloads. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is benefiting from this trend, posting record net new ARR of $333 million in Q2 2027, up 51% year-over-year, and upgrading FY27 net new ARR […]

Cybersecurity companies have been firing on all cylinders. Here’s what I’m watching with Zscaler tomorrow.

CrowdStrike (NASDAQ:CRWD) has expanded its OpenAI partnership to secure Codex agents with Falcon Guardian and bring GPT-5. 6 Cyber into the Falcon platform, extending its cybersecurity strategy deeper into enterprise AI deployment and AI-assisted defense.

Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its “Baron Global Opportunity Fund”. The letter can be downloaded here. The fund achieved a strong quarter, gaining 26.7% (Institutional Shares), exceeding a 14.9% gain for the MSCI ACWI Index (the Index), and a 19.8% gain for the MSCI ACWI Growth Index. […]

Palo Alto Networks crushed revenue estimates and still got punished, while peers with weaker numbers barely flinched. The gap between what bulls expected and what the company delivered reveals a fault line running through the entire cybersecurity rally.

Adjusted earnings per share were $1.02, up from 95 cents last year, ahead of Wall Street projections of 98 cents.

Nvidia and CrowdStrike are addressing what they see as one of cybersecurity’s biggest gaps: the need for cyber defenders to harness AI at the velocity of cyber attackers. In the current cyber landscape, frontier AI models are discovering bugs at machine speed—raising alarm bells among experts, who warn that when autonomous hacking models go rogue or attack companies, chaos is on the horizon.

Toyota, CrowdStrike and Welltower show strong gains, while five featured stocks highlight growth opportunities and risks across key sectors.

Palo Alto Networks (PANW) fiscal fourth-quarter results came in ahead of Wall Street's estimates, bu

↗️ GitLab (GTLB). Shares of the maker of software-development tools soared premarket after its second-quarter result topped expectations both on revenue and earnings. ↗️ Dell Technologies (DELL): Shares rose 9% premarket after it reported a big earnings and revenue beat thanks to demand for its servers.

CrowdStrike Holdings (NasdaqGS:CRWD) announced the launch of its Cyber Superintelligence Lab, described as the industry's first AI research organization focused on cyber defense and safety. The company introduced SafeMind AI security models designed as agentic, autonomous systems to address emerging AI driven cyber risks. CrowdStrike unveiled Falcon Guardian for AI runtime detection, aimed at protecting enterprise AI agents as they operate in real time. The initiatives are being developed...

On Sept. 1, 2026, rising crude and Treasury yields pressured equities across nearly every sector, with tech stocks bearing the brunt of the selloff.

The Dow Jones and Nasdaq 100 fell below their 50-day lines as oil prices jumped. Dell, Palo Alto and Credo were earnings movers late.

Toyota Motor's hybrid growth and expanded value-chain businesses support demand, but higher costs, China weakness and leverage temper prospects.

A number of stocks fell in the afternoon session after escalating geopolitical tensions in the Middle East and climbing global bond yields dampened investor risk appetite.

Truist lifted its CrowdStrike price target to $300 from $245 while keeping a Buy rating ahead of Fal.Con 2026

Palantir, Palo Alto and Microsoft are its largest holdings

How to play CrowdStrike on strong earnings.

CrowdStrike and Nvidia announced a partnership to build SafeMind, designed to defend enterprises against increasingly autonomous cyberattacks.

Palo Alto Networks is scheduled to report its fourth-quarter earnings following a volatile year for its stock price.

The broader market might be near an all-time high, but some stocks are still trading at very attractive levels.

CrowdStrike just announced a landmark partnership milestone from its own conference stage, yet the stock is cratering anyway. The reason behind the selloff has nothing to do with the company's business, and everything to do with a market force now hitting software stocks harder than anything else in tech.

FTNT's cybersecurity education push, AI security advances and strong Q2 results support its raised 2026 outlook and growth trajectory.

Tech stocks were feeling the brunt of Tuesday's selloff. The tech-heavy Nasdaq Composite was leading declines, down 0.8%. The S&P 500 fell 0.5%. The Dow Jones Industrial Average dropped 0.4%, or 208 points.

Rising cyber threats and growing AI adoption create long-term growth opportunities for cybersecurity companies with AI-powered platforms.

CRWD's AIDR ARR nearly triples sequentially in Q2 FY26 as separate pricing, easy deployment and rising AI security needs fuel its growth potential.

CRWD's AI security momentum supports growth, but slowing sales and a premium valuation call for a cautious approach.

CrowdStrike and Salesforce batted down the notion that AI will replace software. Instead, the companies pointed out all the ways they are adapting to the new landscape.