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On August 31, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) announced a major collaboration with Snowflake Inc. (NYSE:SNOW) to bring its AI-native Falcon platform to the Snowflake Marketplace. Under the agreement, joint enterprise customers can apply pre-committed Snowflake capacity toward Falcon subscriptions via Snowflake’s Marketplace Capacity Drawdown (MCD) program. Beyond simplified procurement, the partnership establishes deep data interoperability: […]

CrowdStrike trades at a premium valuation despite lingering reputational damage, while Figma's growth outpaces profitability by a wide margin.

While mega-cap tech names slide Wednesday morning, a tight cluster of cybersecurity stocks is breaking away from the pack in a move that has nothing to do with company earnings and everything to do with where investors are hiding.

Jensen Huang recently described software vendor CrowdStrike as Nvidia's top cybersecurity partner.

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?

AI-related security threats could fuel long-term demand for cybersecurity firms like CrowdStrike.

The popular view of CrowdStrike (CRWD) is that AI has made a fast-growing security company grow even faster. The stock returned 98% over the past year. The S&P 500 returned 18.5% over the same period. For that view to be right, two things must both be true. The faster growth has to last, and it has to turn into real profit. So far, only the first one clearly holds.

Palantir trades at a lower earnings multiple despite higher revenue valuation, while CrowdStrike battles reputational headwinds and profitability challenges.

FTNT shares hit a 52-week high as platform demand accelerates, with AI security expansion and raised 2026 guidance adding momentum.

Security spending keeps climbing as data breach costs hit record highs.

A number of stocks jumped in the afternoon session after falling Treasury yields eased pressure on software stocks as signs of cooler U.S.–China tensions lifted risk appetite. The benchmark 10-year Treasury yield fell roughly 3 basis points to 4.97%, slipping below the 5% threshold, according to CNBC. A retreat in bond yields provides relief for enterprise software equities, whose valuations are anchored by cash flows projected years into the future. Separately, attention turned to the U.S.–Chin

CrowdStrike's Fal.Con 2026 delivered record attendance and above-consensus fiscal 2028 guidance, but the valuation remains a concern for investors.

It wasn't just Nasdaq today. A handful of large stocks also closed at their highest levels ever. Here are some notable names with market caps above $10 billion that are sitting at all-time highs today.

ZS' AI-related bookings jump more than 50% sequentially in Q4'26, as rising AI security demand opens a new growth avenue.

Key TakeawaysAI Standoff Rally: CrowdStrike stock climbed 15% for the week to close at $238 on Friday, September 18, after CEO George Kurtz’s public clash with Anthropic’s Dario Amodei over slowing AI development sparked a Monday spike. Buy-Heavy Split: 30 buys, 10 outperforms and 12 holds make up most of the 54-analyst tally, with a $235 mean target.

Investors are growing increasingly concerned about AI-powered threats.

Fortinet stock is trading just below a buy point after a strong week for cybersecurity stocks. Shares are attempting to break above resistance around 170.

CrowdStrike and Palo Alto Networks have both roughly doubled this year, but an AI safety scare just sent them in opposite directions against Wall Street's consensus targets, raising a pointed question about which one still has room to run.

CrowdStrike’s “genie is out of the bottle” warning on AI risks could create a fresh growth catalyst for CRWD stock as increasingly powerful AI systems drive demand for cybersecurity.

Cybersecurity is at the center of this hottest AI debate.

Dell Technologies, CrowdStrike Holdings, and Chevron jumped to 52-week highs on Tuesday amid industry tailwinds, Wall Street optimism, and rising oil prices.

AI safety debate splits software trade as cybersecurity demand stays in focus.

Palantir Technologies Inc (NYSE:PLTR) received a higher $250 UBS price target as demand outstrips capacity, with management describing customer adoption as still early. According to a UBS note, Palantir executives disputed that language models could replace Palantir, citing imprecision, while...

CrowdStrike stock rallies as tech leaders issue stark warnings on rapid AI evolution. Here’s why their warnings are bullish for cybersecurity stocks.

J.P. Morgan sees CrowdStrike, Palo Alto Networks, Okta, Zscaler, and Varonis benefiting as AI adoption drives greater demand for cybersecurity.

Investors reassessed opportunities across cybersecurity, defense materials, and identity protection.

US equity indexes ended lower Monday after US 10-year Treasury yields topped 5% for the first time s

The AI safety debate went mainstream over the weekend, and Rubrik shareholders showed up at the "buy" window.

The security opportunity is growing, but today's rally raises the financial performance required to justify the valuation.

Cybersecurity stocks rallied Monday as AI warnings fueled expectations of higher security spending, with threat protection provider CrowdStrike Holdings Inc (NASDAQ:CRWD) rising 15.42% to $238.63. Anthropic chief executive Dario Amodei urged slower artificial intelligence development in a...