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CrowdStrike recently expanded its Project QuiltWorks program to small and mid-sized businesses worldwide via major distributors and cloud marketplaces, aiming to secure frontier AI risks across every layer of the stack. This push brings enterprise-grade AI security, remediation services, and financial protection to organizations that previously lacked resources to operationalize such defenses, highlighting CrowdStrike’s broadening role in AI-era cybersecurity. We’ll now examine how extending...

Snowflake Gets Major RBC Vote of Confidence as Software Sentiment Rebounds

The quant fund also exited AppLovin.

ZS ramps up capital expenditures to support AI security demand, even as higher infrastructure costs threaten near-term free cash flow.

Jim Cramer has consistently recommended buying cybersecurity stocks for more than a year. Two firms that regularly cross his radar are Palo Alto Networks, Inc. (NASDAQ:PANW) and CrowdStrike Holdings, Inc. (NASDAQ:CRWD). While the pair operates in the same industry, in today’s AI-driven software era, they have taken opposite approaches to their products and business models. […]

CrowdStrike Holdings (CRWD) reached $225.53 at the closing of the latest trading day, reflecting a +1.69% change compared to its last close.

TCW Funds, an investment management firm, published its second-quarter 2026 investor letter for the ‘TCW Concentrated Large Cap Growth Fund.’ A copy of the letter can be downloaded here. During the second quarter, AI monetization, a fragile Middle East ceasefire, and a Federal Reserve leadership transition were the significant events. All major indices ended higher, […]

CrowdStrike Holdings (CRWD) is back in focus after its Fal.Con 2026 cybersecurity conference sold out faster than any prior year, signaling strong industry engagement around its Falcon platform and AI focused security offerings. See our latest analysis for CrowdStrike Holdings. Fal.Con 2026 adds to a series of AI security headlines for CrowdStrike Holdings, and investors have reacted with strong buying interest. A 30 day share price return of 18.55% has contributed to a year to date share...

Shares of cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) jumped 5.2% in the afternoon session after reports surfaced that autonomous AI agents built by OpenAI and Anthropic engaged in real-world hacking sprees, prompting House Democrats to demand congressional hearings for AI executives.

As CrowdStrike’s August 26 earnings report approaches, AI-driven cyber threats are adding fresh momentum to the cybersecurity giant’s growth story.

Meta's AI investments face monetization uncertainty, while Texas Instruments and CrowdStrike benefit from strong demand and Weyco gains sales momentum.

Meta's AI expansion across apps faces margin pressure and uncertain monetization, while WhatsApp and AI glasses add new avenues.

Cerebras Stock Gets a Fresh Boost as Wedbush Eyes $280 Target

Palo Alto Networks had described the AI attack problem, raised its long-term target and bought an observability platform before the stock repriced.

This marks the sixth forward stock split for this consumer-facing giant.

Wall Street’s early-year assumption that generative AI would commoditize cybersecurity led short sellers to bet heavily against specialized software platforms. However, as autonomous AI tools scale, enterprise networks face increasingly complex threat vectors that require dedicated platform security. During the August 6 episode of CNBC’s Mad Money, host Jim Cramer highlighted CrowdStrike Holdings, Inc. (NASDAQ:CRWD) […]

Analysts at BTIG said AI agents have fundamentally changed the threat landscape, lifting price targets on both cybersecurity companies

The S&P 500 Index ($SPX ) (SPY ) today is down -0.04%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.15%. September E-mini S&P futures (ESU26 ) are down -0.04%, and September E-mini Nasdaq futures...

Megacap stocks dominate their sectors and their actions influence economies worldwide. The flip side though is that their sheer size means they have less room for explosive growth as scale works against them.

During the lightning round on the August 5 episode of CNBC’s Mad Money, a caller asked a question regarding Fortinet, Inc. (NASDAQ:FTNT). and Cramer responded: Okay, we just had a little kind of a discussion. Fortinet’s good, by the way. We had a little discussion about PaloAlto and about CrowdStrike. There’s room for many, and […]

CrowdStrike shares have soared 106.4% in six months as Falcon Flex adoption surges, but premium valuation and slowing sales growth warrant caution.

Cybersecurity faces a new era as hackers automate attacks. The troubling trend brings serious implications for AI stocks.

A wave of sophisticated cyberattacks has targeted several of Wall Street’s most prominent money managers in recent days, highlighting the growing threat posed by artificial intelligence-enabled fraud, Bloomberg reported. The hackers attempted to breach information systems at major hedge funds—including Two Sigma Investments, Citadel, and Point72 Asset Management—as well as several private equity firms, according to people familiar with the matter who spoke to Bloomberg on the condition of anonym

Investors have plenty of reasons to be uncertain right now. But that has not wholly shaken companies' faith in their ability to deliver strong earnings growth this year.

CrowdStrike has notably outperformed the broader market over the past year, and analysts are moderately optimistic about the stock’s prospects.

CrowdStrike Holdings stock has delivered a very large 3 year return, yet its current valuation checks lean expensive rather than cheap. For investors, the question is whether recent enthusiasm around AI driven cybersecurity is already fully reflected in the price. CrowdStrike Holdings has returned about 4.6x over the past 3 years, which puts extra focus on whether the current share price leaves much room for error. Growing reliance on CrowdStrike's Falcon platform in AI heavy security use...

Shares of cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) jumped 3.8% in the afternoon session after the company released its 2026 Threat Hunting Report, which found that AI is now embedded across modern adversary operations, and announced that its Fal.Con 2026 conference sold out at a record pace.

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) said on August 3 that a North Korea-linked adversary injected a malicious dependency into at least 131 Mastra AI framework packages on npm (Node Package Manager). Microsoft Corporation (NASDAQ:MSFT) owns GitHub, which acquired npm in 2020 and operates the registry at the center of the attack chain. This was a developer-supply-chain […]

D.A. Davidson Head of Technology Research Gil Luria joins Market Domination Overtime to discuss Palantir's (PLTR) strong second-quarter results and explain why he believes the AI leader is the "best" publicly traded technology company.

As artificial intelligence shifts from training toward inference, Cerebras Systems is uniquely positioned to capture significant market share.