High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
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 $280 Target
This marks the sixth forward stock split for this consumer-facing giant.
Wall Street’s early-year assumption that generative AI would commoditize cybersecurity led short sellers to bet heavily against specialized software platforms. However, as autonomous AI tools scale, enterprise networks face increasingly complex threat vectors that require dedicated platform security. During the August 6 episode of CNBC’s Mad Money, host Jim Cramer highlighted CrowdStrike Holdings, Inc. (NASDAQ:CRWD) […]
Analysts at BTIG said AI agents have fundamentally changed the threat landscape, lifting price targets on both cybersecurity companies
CrowdStrike Holdings (NasdaqGS:CRWD) reports its Fal.Con 2026 conference has sold out at record speed, drawing more than 10,000 attendees from 71 countries. The event introduces a new Day Zero Threat Research Summit focused on AI driven threats, alongside expanded AI focused security sessions and sector specific programming. CrowdStrike highlights customer led threat research and original AI threat intelligence as part of a broader push to influence how the industry secures AI systems. Major...
The S&P 500 Index ($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...
ZS' discounted valuation may look tempting, but slowing growth, higher spending and execution risks raise concerns for investors.
Stocks that outperform the market usually share key traits such as rising sales, expanding margins, and increasing returns on capital. The select few that can do all three for many years are often the ones that make you life-changing money.
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 […]
Cloudflare, Inc. (NYSE:NET) shares jumped more than 16% in pre-market trading on Friday after the company reported better-than-expected second-quarter financials and third-quarter guidance, reinforcing the view that demand for its networking and security products is ramping up. The company reported second-quarter adjusted earnings of 29 cents per share on revenue of $696.1 million, beating estimates […]
CrowdStrike shares have soared 106.4% in six months as Falcon Flex adoption surges, but premium valuation and slowing sales growth warrant caution.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.89%. September E-mini S&P futures (ESU26 ) are up +0.44%, and September E-mini Nasdaq futures...
In the closing of the recent trading day, CrowdStrike Holdings (CRWD) stood at $207.45, denoting a -1.15% move from the preceding trading day.
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
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.
The average brokerage recommendation (ABR) for CrowdStrike (CRWD) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?
ZS' record-large deal activity is fueled by Zero Trust adoption, AI protection, platform consolidation and surging Z-Flex contract value.
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 […]
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
