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Cybersecurity stocks rally as AI warnings boost spending bets
Proactive5d agobullish
Cybersecurity stocks rally as AI warnings boost spending bets

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...

Jim Cramer Calls This Cybersecurity Stock a 'Must Buy' Amid Emerging AI Threats: Here's Why
Benzinga5d agobullish
Jim Cramer Calls This Cybersecurity Stock a 'Must Buy' Amid Emerging AI Threats: Here's Why

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

Did Repeat Buyers Tell You CrowdStrike Stock Would Run?
Trefis7d agobullish
Did Repeat Buyers Tell You CrowdStrike Stock Would Run?

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.