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CrowdStrike just announced a landmark partnership milestone from its own conference stage, yet the stock is cratering anyway. The reason behind the selloff has nothing to do with the company's business, and everything to do with a market force now hitting software stocks harder than anything else in tech.
FTNT's cybersecurity education push, AI security advances and strong Q2 results support its raised 2026 outlook and growth trajectory.
Tech stocks were feeling the brunt of Tuesday's selloff. The tech-heavy Nasdaq Composite was leading declines, down 0.8%. The S&P 500 fell 0.5%. The Dow Jones Industrial Average dropped 0.4%, or 208 points.
CRWD's AIDR ARR nearly triples sequentially in Q2 FY26 as separate pricing, easy deployment and rising AI security needs fuel its growth potential.
CRWD's AI security momentum supports growth, but slowing sales and a premium valuation call for a cautious approach.
CrowdStrike and Salesforce batted down the notion that AI will replace software. Instead, the companies pointed out all the ways they are adapting to the new landscape.
DICK'S Sporting Goods faces a sharp outlook cut, while Okta and CrowdStrike post strong results and raise expectations.
Snowflake (NYSE:SNOW) announced a new alliance with CrowdStrike to deliver AI native security capabilities through Snowflake Marketplace. The partnership integrates CrowdStrike Falcon data and security operations directly into Snowflake's data platform for enterprise customers. Customers are expected to use existing Snowflake commitments more flexibly as they adopt these AI driven security tools within the same environment. The move expands Snowflake's partner ecosystem and supports its...
Yahoo Finance's Josh Lipton takes a closer look at the top stories for investors to watch on Tuesday, Sept. 1, including John Ternus's first day as Apple (AAPL) CEO, quarterly earnings from Dell (DELL) and Palo Alto Networks (PANW), and July's Job Openings and Labor Turnover Survey (JOLTS).
CrowdStrike Holdings (NASDAQ:CRWD) just posted the best quarter in its history, and the numbers back that up. Net new annual recurring revenue hit $333 million on August 26, accelerating to 51% growth and beating the high end of guidance by more than $45 million. Total revenue climbed 26% to $1.47 billion, a fifth straight quarter […]
The Morning Bull - US Market Morning Update Tuesday, Sep, 1 2026 US stock futures are slightly weaker this morning, with E-mini S&P 500 contracts down around 0.1%, as investors react to higher long term interest rates and fresh signals on inflation. The 10 year US Treasury yield is holding near 4.7%, after Federal Reserve official Kevin Warsh said inflation has not slowed meaningfully. That matters because higher borrowing costs can pressure mortgages, car loans, and valuations for growth...
CrowdStrike and Salesforce batted down the notion that AI will replace software. Instead, the companies pointed out all the ways they are adapting to the new landscape.
New partnerships with AI titans should accelerate the cyber sentry's growth.
Advanced artificial intelligence is emerging as a major new cyber risk for the global financial system, with the potential to make attacks faster and more widespread. Ahead of G20 finance ministers and central bank governors meetings on Monday and Tuesday,...
AI is making cyberattacks faster and more sophisticated, pushing enterprises to increase security spending and strengthen defenses.
REVIEW PREVIEW NEWSLETTER End of August. The S&P 500 and Nasdaq Composite each clocked their best August since 2021, despite Monday’s end-of-month slide. The S&P 500 fell 0.3% on Monday but locked in a monthly gain of 2.
Shares of cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) jumped 4.0% in the afternoon session after the company introduced its new Falcon IQ solution at Fal.Con 2026 alongside a series of platform integrations and strategic partnerships.
Okta expands AI-agent security and identity governance as enterprise adoption grows, while Microsoft and CrowdStrike intensify platform competition.
DICK'S Sporting Goods (DKS), Okta (OKTA) and CrowdStrike (CRWD) have all been drawing extra investor attention lately, with recent earnings releases highlighting some key developments for each.
Okta surged after strong Q2 results, with accelerating bookings, enterprise demand and AI-agent security boosting its growth outlook.
Shares of CrowdStrike Holdings (NASDAQ:CRWD) are climbing 4% to $227.84 in Monday morning trading after the company opened its Fal.Con 2026 conference in Las Vegas with platform announcements. CrowdStrike stock was up 86% year to date through Friday’s close, and Monday’s move extends that run into fresh territory. This rally stands out against a softer […]
The S&P 500 Index ($SPX ) (SPY ) is down by -0.42% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.55%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.23%. E-mini S&P futures (ESU26 ) are down -0.40%, and September E-mini...
Net new ARR hit $333 million, accelerating 51% as AI security demand surges.
ZS heads into Q4'26 earnings with 22% revenue growth expected, as AI security demand, Zero Trust momentum and Z-Flex deals support growth.
Enterprises are racing to fortify their digital networks from the rising threat of artificial intelligence.