News

CrowdStrike shares surged after a strong earnings report.

Following historic performance, here’s what could happen to CRWD shares next.

CrowdStrike's bigger story is that the rise of AI may be creating more cybersecurity demand than it destroys.

A blowout quarter sent shares soaring and made three Wall Street firms rethink what this stock is worth.

MarketBeat analysts recap a mixed earnings week, covering AI infrastructure demand, retail's K-shaped consumer trends, Meta's $18 billion settlement, and stock picks across tech, biotech, and retail sectors.

CrowdStrike is benefiting from AI in two ways.

Record new business, record second-quarter cash flow, raised guidance -- and a price that already assumes years more of all three.

CrowdStrike Holdings (NasdaqGS:CRWD) and Theta Lake announced a new AI governance telemetry integration for the CrowdStrike Falcon Next-Gen SIEM platform. The integration allows security teams to correlate AI interaction data with broader security events and workflows. Organizations can apply automated retention policies to AI interaction records to support oversight and compliance needs. The new capability targets rising enterprise demand for tools that manage AI risk within existing...

Asking for a Trend Host, Josh Lipton, tees up the key events investors should watch in the week ahead, starting Monday, August 31, with earnings from Dell (DELL), Palo Alto Networks (PANW), Lululemon (LULU), and Snowflake. (SNOW) On Wednesday, Broadcom's (AVGO) results will offer another read on the AI trade. Then on Friday, investors will get the August jobs report, with economists expecting the unemployment rate to hold steady at 4.1%

Asking for a Trend Host, Josh Lipton, tees up the key events investors should watch in the week ahead, starting Monday, August 31, with earnings from Dell (DELL), Palo Alto Networks (PANW), Lululemon (LULU), and Snowflake. (SNOW) On Wednesday, Broadcom's (AVGO) results will offer another read on the AI trade. Then on Friday, investors will get the August jobs report, with economists expecting the unemployment rate to hold steady at 4.1%

Nvidia turned in a stellar earnings report and forecast, and Fed Chair Kevin Warsh made his policy framework a bit more transparent. But risks are still lurking.

The Standard & Poor's 500 index edged up 0.5% this week amid stronger-than-expected quarterly report

A single-session gain that looks like a verdict on the company's acquisitions arrived with its rivals repricing alongside it, which leaves the company's own test still ahead.

US equity indexes rose this week as technology-led mega-cap gainers helped outweigh a hotter inflati

Microsoft and other titans lifted the major indexes for the week, masking declines for small caps and many sectors as yields jump.

OKTA shares jump 28.63% after Q2 results beat estimates, as stronger bookings, enterprise demand and AI-agent security boosted its outlook.

Artificial intelligence is dramatically increasing the need for cybersecurity solutions. On Thursday, August 27, CrowdStrike (NASDAQ:CRWD) shares rose 20%, posting their best day ever, while Okta (NASDAQ:OKTA) rose 29-30%. Both companies beat earnings expectations and raised guidance, and both have more than doubled in 2026. CNBC reporter MacKenzie Sigalos summarized the setup: “CrowdStrike and Okta […]

CrowdStrike Holdings Inc says the very artificial intelligence (AI) agents companies are rushing to deploy are now attacking on their own, and the cybersecurity giant says defending against them just delivered its best quarter yet. Agents Are Going Rogue Speaking...

The major indexes rose for the week. Nvidia jumped but didn't lift other AI hardware plays. CrowdStrike and Salesforce led huge software gains.

Opening Bid Host Brooke DiPalma is joined by the panel of Prime Capital Financial chief investment officer Will McGough, Slatestone Wealth chief market strategist Kenny Polcari, and F.L. Putnam Investment Management co-chief market strategist & portfolio manager Ellen Hazen to weigh whether now is the time to buy into software stocks.

FTNT's platform momentum gains traction as CMMC certification, AI security and product expansion fuel demand across enterprise and government markets.

CrowdStrike's Next-Gen SIEM is gaining traction as platform adoption, legacy SIEM replacements and AI security needs fuel long-term growth.

SentinelOne (NYSE:S) delivered a revenue beat and a record operating margin, yet a trimmed full-year profit outlook is what investors focused on Friday morning. The reaction pulled the broader cybersecurity group lower even as the S&P 500 held steady, a rare split between a specific-name catalyst and the broad market. SentinelOne stock is down 8% […]

Dell stock is showing relative strength along with Snowflake and Palo Alto Networks as all three names get ready to report earnings.

Companies in The News Are: DG,OKTA,NTNX,CRWD

George Kurtz said even well-funded companies remain exposed as AI lets attackers find and exploit vulnerabilities faster

Futures wavered while Treasury yields rose before Fed chief Kevin Warsh's Jackson Hole speech. Marvell, Affirm, PayPal are big movers.

Shares of Elastic jump after the software developer beats analysts’ earnings target and hikes its guidance.

ServiceNow Stock Rockets 10% as AI Disruption Fears Lose Their Grip

Software stocks are roaring back. Here are the setups that still have room to recover.