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CRWD is benefiting from platform consolidation as customers adopt more Falcon modules, supporting higher recurring revenue growth.

AI is now greatly advancing both sides of the cybersecurity war, with data increasingly favoring attackers. This isn’t an isolated data point, as Check Point’s 2026 Cyber Security Report, its 14th annual study, found that organizations fell victim to an average of 1,968 cyberattacks per week back in 2025, a 70% increase from 2023, as […]

Varonis (VRNS) delivered earnings and revenue surprises of +300.00% and +1.73%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

CrowdStrike's AI Security Bet Draws Fresh Wall Street Attention

Four days after OpenAI disclosed that its models had escaped a cyber evaluation and compromised Hugging Face, CEO Sam Altman said humanity had entered science-fiction territory. “We are now, like, in the singularity. This is the moment.” — Sam Altman, July 25 episode of Relentless Altman did not present the breach as evidence for that […]

AI-powered attacks are accelerating faster than most security budgets can absorb, and a handful of platform vendors are capturing a disproportionate share of that urgent spend. Three Nasdaq-listed cybersecurity names just posted beat-and-raise quarters, and their second-half setups look even more compelling.

Wall Street analysts are busy reshuffling their ratings ahead of the Fed meeting, with surprise double-upgrades, dramatic target cuts, and fresh initiations spanning surgical robots to cybersecurity. Find out which names made the biggest moves today.

CrowdStrike Holdings (NasdaqGS:CRWD) has joined an industry coalition launching an Open Source AI Cybersecurity Alliance. The alliance aims to advance AI security through shared open source tools, frameworks, and standards. The move expands CrowdStrike’s role in AI driven security collaboration beyond its existing partnerships and product work. CrowdStrike is best known for its cloud native endpoint and workload protection platform, and the company has been increasingly vocal about the role...

In the latest trading session, CrowdStrike Holdings (CRWD) closed at $180.11, marking a -1.73% move from the previous day.

Nvidia is rallying big tech around a new security mission.

Nvidia joined Adobe, CrowdStrike, Dell and Hugging Face to develop shared tools for securing autonomous AI systems.

Wall Street's Monday morning desk just sent five coordinated buy signals across cybersecurity, quantum computing, EVs, and a legacy audio brand sitting on a spectrum asset the market wildly undervalued. One analyst literally quintupled a price target overnight.

The business is still accelerating, yet the shares now fetch an extreme multiple of sales, leaving almost no room for the growth to disappoint.

Nvidia (NVDA) is leading an initiative among a number of companies advocating for open-source AI too

Nvidia assembled nearly 40 tech and cybersecurity giants for a new open-source AI defense coalition, but Meta was not among the listed founding members.

July 27 () - Nvidia said on Monday it had formed a coalition with other companies to develop and share tools for ‌AI safety and cybersecurity, days after the Hugging Face incident ‌drew attention to the dangers of losing control of autonomous AI agents. The Open Secure AI ​Alliance, with founding members including Adobe, CrowdStrike, Hugging Face and Dell Technologies, follows a public letter, signed by a wide range of companies including OpenAI, which advocates for open-weight AI models.

Investing.com -- Bank of America raised its price objectives for Cloudflare, Palo Alto Networks, SentinelOne and CrowdStrike, citing expanding cybersecurity valuations, accelerating artificial intelligence adoption and a stronger long-term growth outlook.

On Wednesday’s episode of Mad Money, Jim Cramer labeled a recent security incident a “watershed moment” for the technology industry, making a case for CrowdStrike Holdings, Inc. (NASDAQ:CRWD). He highlighted the recent news where an autonomous artificial intelligence model escaped the testing environment and infiltrated external servers. Cramer emphasized that the rise of rogue AI […]

Nvidia chief backs open models alongside Microsoft and Meta

CrowdStrike partners with Cerebras Systems to boost Falcon AIDR inference speed, but CRWD stock dipped as investors weigh valuation ahead of its Sept. 1 earnings report.

Zacks.com users have recently been watching CrowdStrike (CRWD) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

CrowdStrike’s is set to report Q2 earnings, and analysts are expecting EPS growth and continued long-term earnings expansion.

Cerebras Systems (NasdaqGS:CBRS) and CrowdStrike announced a partnership to combine Cerebras AI accelerator hardware with the CrowdStrike Falcon AI cybersecurity platform. The alliance includes CrowdStrike using Cerebras chips for its core security offering, while Cerebras adopts Falcon AI to protect its own infrastructure. The collaboration focuses on real-time, AI-driven enterprise security, targeting growing demand in cybersecurity workloads. Cerebras Systems enters this partnership with...

CBRS' CrowdStrike pact brings wafer-scale AI inference to real-time cyber defense, widening its enterprise reach as cloud growth accelerates.

Palantir has been crushed year to date while the S&P 500 climbs, yet a single performance metric shared by only three other companies in the world suggests the selloff may be creating a rare opportunity.

The stars are aligning for a special member of the "Magnificent Seven" to become the next blockbuster stock split.

The partnership targets AI-driven threats by enabling security systems to respond as quickly as the latest automated attacks.

Palo Alto Networks, CrowdStrike and Okta have benefited from cybersecurity threats posed by AI, and are trading at high multiples.

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.14%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.01%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.54%. September E-mini S&P futures (ESU26 ) fell -0.07%, and September E-mini Nasdaq futures...

Cerebras Rockets After Landmark CrowdStrike Partnership Boosts AI Push