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A bad day for International Business Machines has turned into great day for CrowdStrike Holdings and other cybersecurity companies. The reason why seems to be a short reference about cybersecurity in a letter to shareholders from IBM CEO Arvind Krishna. Krishna discussed how IBM clients in June shifted quarterly capital spending toward servers, storage, and memory purchases ahead of expected price increases.
Cooler inflation data sent cybersecurity stocks surging Tuesday, but the real question is whether today's spike reflects genuine conviction or a rate-cut sugar rush that evaporates the moment sentiment shifts.
A bad day for International Business Machines has turned into great day for CrowdStrike Holdings and other cybersecurity companies. The reason why seems to be a short reference about cybersecurity in a letter to shareholders from IBM CEO Arvind Krishna. Krishna discussed how IBM clients in June shifted quarterly capital spending toward servers, storage, and memory purchases ahead of expected price increases.
Cisco Systems gains an edge over CrowdStrike, as growing AI security demand and a more attractive valuation strengthen its investment case.
In the seven years since it went public, CrowdStrike has delivered remarkable returns. SentinelOne aims to do the same.
FEATURE The artificial-intelligence trade appeared to be reignited Tuesday as investors digested a slew of bank earnings reports ahead of the consumer-price index inflation report for June. International Business Machines sank 23% after the company’s preliminary second-quarter adjusted earnings and revenue missed analysts’ targets.
Stock Market Today: The Dow Jones index dropped Tuesday ahead of the June CPI inflation report. IBM stock plunged 23% on earnings.
Watch Video Highlights Below, or Click HERE: Tech Edge hosted a fireside chat on at Pax8 Beyond 2026 in Salt Lake City with Oguo Atuanya, Corporate Vice President of Vendor Experience at Pax8, and Daniel Danielli, Vice President of Global Scale Partnerships at CrowdStrike Holdings, Inc. (Nasdaq: CRWD). The in-person interview was joined by Editor-in-Chief John Jannarone and […] The post The New Cyber Front Line: Pax8 Corporate VP Oguo Atuanya, CrowdStrike VP Daniel Danielli, Live from Pax8 Beyon
CrowdStrike's stock has been strong, helped by accelerating ARR growth and a stock split.
Recently, Zacks.com users have been paying close attention to CrowdStrike (CRWD). This makes it worthwhile to examine what the stock has in store.
This consumer-facing company has increased its net sales annually for more than three decades.
Chewy (NYSE:CHWY) held its 2026 Annual Meeting of Stockholders, with Chairman of the Board Raymond Svider presiding over the virtual meeting and announcing preliminary voting results on four proposals. Svider said the meeting was “duly and lawfully convened” after confirming that notice of the meet
The cybersecurity stock has soared 69% this year.
The S&P 500 Index ($SPX ) (SPY ) on Friday closed up +0.42%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.29%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.33%. September E-mini S&P futures (ESU26 ) rose +0.43%, and September E-mini Nasdaq futures...
In the latest monthly list of new buys by the best mutual funds, top money managers aggressively scooped up shares of 19 stocks, including Eli Lilly, GE Aerospace, Taiwan Semiconductor Manufacturing and CrowdStrike.
In recent months, CrowdStrike has expanded its AI Detection and Response offerings, completed a 4-for-1 stock split, and deepened partnerships such as Grant Thornton standardizing its managed security services on the Falcon platform. These moves highlight CrowdStrike’s bid to become a core layer of AI-era cyber defense, linking its growth ambitions directly to rising demand for AI-driven security and identity protection. With AI Detection and Response now central to its story, we’ll...
Shares of Palo Alto Networks (NASDAQ:PANW) are climbing again Thursday, up 5% in midday trading to $337 as the broader cybersecurity sector rebounds. The move caps a powerful rally that has Palo Alto Networks stock up 28% over the past month, making it the standout of the group. The rally extends across the sector. CrowdStrike ... Palo Alto Just Soared 28% in a Month. Should Investors Take Profits and Rotate Into CrowdStrike or Fortinet?
On CNBC’s Squawk on the Street on July 9, 2026, Jim Cramer argued that the real profit engine of the enterprise AI wave sits at the model layer, which is collecting the checks hyperscalers are writing. “Anthropic is the one that’s actually making a lot of money doing some work on Salesforce,” Cramer said, going ... Jim Cramer: “Anthropic Is the Winner Now” as Enterprises Move to Slash Tech Budgets in Half
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the 15 Best NASDAQ 100 Stocks to Buy Other Than SpaceX. On July 7, 2026, Morgan Stanley lowered the firm’s price target on CrowdStrike Holdings, Inc. (NASDAQ:CRWD) to $172 from $172.50 and kept an Overweight rating on the shares. On July 8, Benchmark raised the firm’s price target […]
In the closing of the recent trading day, CrowdStrike Holdings (CRWD) stood at $191.24, denoting a -1.74% move from the preceding trading day.
With a 5-year EPS growth forecasted at 29.19%, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is among the 12 Best Cybersecurity Stocks to Buy and Hold for the Long Term. On June 16, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) and Grant Thornton Advisors announced that Grant Thornton will standardize its managed security services on the CrowdStrike Falcon platform through the Falcon Complete […]
ZS faces higher AI infrastructure costs, but scale, pricing actions and operating discipline may help protect margins as demand stays strong.
ZS' steep drop, slowing growth and higher AI-related costs worry investors, but strong results, AI security traction and cheaper valuation support holding the stock.
