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Advanced Micro Devices and Cerebras Systems on Wednesday separately announced partnerships related to their AI chips. AMD stock and Cerebras stock rose on the news as semiconductor stocks overall advanced.

Palo Alto Networks is expanding its Observability platform with Embrace and Synthetics to strengthen digital experience monitoring and AI-driven operations.

CrowdStrike will use Cerebras’ artificial-intelligence chips to help power its Falcon AI Detection and Response, or AIDR, platform.

Jim Cramer says machine-on-machine attacks have crossed a threshold that one cybersecurity company saw coming long before Wall Street did, and the financial results suggest the market is finally catching up.

Simplify Asset Management managing director and head of multi-asset solutions, Paisley Nardini, and Goldman Sachs Asset Management chief investment strategist, Tim Urbanowicz, discuss the importance of cybersecurity in the AI age, especially in light of OpenAI's (OPAI.PVT) recent hack.

Exciting developments are taking place for the stocks in this article. They’ve all surged ahead of the broader market over the last month as catalysts such as new products and positive media coverage have propelled their returns.

CrowdStrike Holdings (CRWD) has drawn fresh attention after expanding its partnership with Schwarz Digits to bring the Falcon cybersecurity platform to European enterprises on STACKIT, a sovereign cloud operated within the European Union. See our latest analysis for CrowdStrike Holdings. The latest Schwarz Digits agreement and recent product developments come after a sharp pullback, with CrowdStrike Holdings’ share price down 9.3% over the past week but still posting a 68.6% year to date...

Shares of search AI platform provider Elastic (NYSE:ESTC) fell 4.4% in the afternoon session after Morgan Stanley downgraded the company's stock rating from "Overweight" to "Equal Weight" and lowered its price target from $73 to $66. The firm noted that Elastic's artificial intelligence-driven search business was taking longer than expected to grow, while rival data infrastructure companies were already showing AI-related benefits. Analysts originally expected Elastic's search capabilities to dr

CrowdStrike Holdings (CRWD) closed at $191.15 in the latest trading session, marking a -3.7% move from the prior day.

Cybersecurity stocks' lofty valuations warrant caution ahead of upcoming quarterly results, especial

Citi Wealth's CIO is sounding the alarm on a threat most enterprise budgets are nowhere near prepared for, and she says AI just made it exponentially worse. Here is what she thinks investors should be buying before the rest of the market catches on.

The bank named eight highest-conviction Overweights while starting Adobe and Workday at Underweight

Investing.com -- Goldman Sachs raised its price targets on two cybersecurity stocks Tuesday, arguing that both companies can grow into their current valuations as AI spending eventually flows into security budgets.

Investing.com -- Morgan Stanley has pushed back against negative investor sentiment toward the software sector, telling investors in a note on Tuesday that the market has become "too negative on the group" and naming eight Overweight-rated companies best positioned for the AI era.

NZS shifts capital toward AI infrastructure and healthcare leaders

Today, we’re going to look at a short strangle trade due to the high IV percentile, that will profit if CRWD stays between 175 and 230 for the next four weeks.

The Nasdaq-100 index is sinking as investors trim their exposure to the high-flying artificial intelligence trade.

The cybersecurity leader is running hot, but its real value to your portfolio lies in how it moves on its own.

Wells Fargo just slashed its price targets on two major cybersecurity stocks while keeping cautious ratings intact, and that contradiction tells investors something important about where this red-hot sector actually stands heading into 2026.

CrowdStrike Holdings (NasdaqGS:CRWD) expanded its partnership with Schwarz Digits GmbH to offer the Falcon platform on STACKIT, a sovereign EU cloud. The move is intended to give European enterprises cloud security options that align with regional regulations and data sovereignty requirements. CrowdStrike also appointed AJ Shipley as Chief Product Officer, drawing on his experience in senior roles at major cybersecurity companies. CrowdStrike Holdings, trading around $203.08 per share, is...

“You get what you pay for” often applies to expensive stocks with best-in-class business models and execution. While their quality can sometimes justify the premium, they typically experience elevated volatility during market downturns when expectations change.

CRWD is strengthening the Falcon platform with XM Cyber's attack path technology to expand exposure management and support an AI-driven platform strategy.

As semiconductors and AI trade leaders sell off, cybersecurity stocks like CrowdStrike, Fortinet, and Palo Alto Networks hold near highs, hinting at a market rotation.

CrowdStrike trades at a premium valuation but boasts stronger profitability, while Snowflake's higher growth comes with deeper losses and heavier debt.

One trades at a 12x forward multiple while the other commands 165x, a valuation gap that masks fundamentally different risk-reward profiles.

Investing.com -- President Donald Trump said China illicitly acquired 220 million US voter files beginning during the 2020 election cycle, calling the alleged breach an “unprecedented election security nightmare” in a Truth Social post on Friday.

One company carries a 55.6% net margin while the other is still unprofitable, but valuation tells a starkly different story.

Check out the companies making headlines this week:

One trades at a 167 forward P/E on cloud-native dominance; the other at 21x with $8.6B in free cash flow.

Analysts also report on Mattel, Cadence Design Systems, DraftKings, Travel + Leisure, and CrowdStrike.