Notícias

CrowdStrike Holdings has been one of the stronger movers in cybersecurity, and the recent run in the stock raises a straightforward question for you as an investor. Is the current share price mainly a story about excitement around AI driven security and partnerships, or is it supported by what the company is actually generating in sales today? Over the past 3 years the stock has returned very close to 5x your original investment. This puts real pressure on the numbers to show that this kind...

Okta surged past its cybersecurity peers while the broader market fell, and now the stock sits within striking distance of a major psychological level that analysts refuse to endorse.

Cisco Systems is gaining Splunk momentum with new AI security and observability tools as Datadog and CrowdStrike expand rival capabilities.

CrowdStrike shares hit 52-week highs near $242 after strong Q2 results showed 25.6% revenue growth and 51% ARR expansion, as cybersecurity spending resists broader tech budget cuts.

CrowdStrike remains one of the strongest growth stories in cybersecurity, with accelerating ARR, expanding customer adoption, and an enormous AI-security opportunity.

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.

Shares of cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) jumped 2% in the afternoon session after the stock continued to rally, following through from the previous day's increase amid calls for an artificial intelligence development slowdown, while cybersecurity partners Nord Security and Horizon3 announced new integrations with the company's Falcon Next-Gen SIEM platform, according to financial media reports.

Zscaler (ZS) has gained 48% in three months, yet trades about 43% below its 52-week high. Near $190 it costs 9.3 times sales, against 3.2 for the S&P 500. The question is which growth that price buys: the 25% reported for fiscal 2026, or the roughly 17% guided for fiscal 2027.

Kurtz says the bigger security problem has already arrived

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...

Cybersecurity stocks are breaking away from a softening Nasdaq tape, and CrowdStrike is leading the charge for a reason that has little to do with traditional security spending and everything to do with what AI agents are about to demand from corporate networks.

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

CrowdStrike’s revenue and recurring sales are accelerating, but its steep valuation means investors may need continued strong growth to justify the stock’s premium.

AI safety concerns are rising, but that could create another tailwind for cybersecurity. Here are ETFs positioned to benefit from growing security needs.

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

Okta CEO Todd McKinnon weighs in on the huge AI risk debate.

RUM Group lands a $13.7B Anthropic compute deal, highlighting continued AI infrastructure demand despite growing safety concerns.

CrowdStrike (CRWD) added $333 million of net new annual recurring revenue in fiscal Q2 2027, a record and 51% more than a year earlier. That figure is the case for a stock at its 52-week high, up 117% over the past year. It is also the number to worry about. At 44.5 times sales, the price looks built on that pace, and the company's own guide for fiscal Q3 2027 calls for a slower one.

Okta (OKTA) stock rose 12% in Monday's session and closed at $186.45, its highest price in a year. A move that size usually follows something the company itself announced. What Okta announced that morning does not qualify. Monday’s sharp rally appears driven more by sector-wide AI sentiment than any immediate change to Okta’s guided revenue.

US equity futures were pointing lower on Tuesday as traders await the Federal Reserve's latest polic

FEATURE Stock futures were falling on Tuesday as a rally in oil prices drove the yield to its highest level in more than 19 years. Chip and memory stocks were edging higher, having taken a battering on Monday after several top executives called for a slowdown in AI development.

CrowdStrike has ambitious long-term growth goals for its business, but its current valuation complicates the outlook for the stock.

↘️ UBS (CH:UBSG), Deutsche Bank (XE:DBK), UniCredit (IT:UCG): Shares of European banks retreated as global bond yields continued to push higher, in a sign that investors are growing increasingly worried that higher borrowing costs could lead to more loan defaults.

AI safety warnings sent tech stocks lower Monday, pushing investors into J&J, Eli Lilly, Kimberly-Clark, and Costco.

CrowdStrike Holdings (NasdaqGS:CRWD) expanded Project QuiltWorks with new U.S. and Canada localized AI cybersecurity services in September 2026. The company integrated its AI-driven security stack with data platform partner VAST Data to connect customer environments more directly to threat detection. CrowdStrike added Anthropic Claude Marketplace access, aligning its Falcon ecosystem with third party frontier AI tools used by enterprise clients. New partnerships include specialized North...

AI leaders diverge on safety and speed as investors weigh the impact on the sector.

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

Shares of cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) jumped 14.8% in the afternoon session after CNBC host Jim Cramer designated the cybersecurity company a must buy following statements by CEO George Kurtz regarding autonomous AI cyber threats and long-term recurring revenue growth.

Anthropic CEO Dario Amodei called for a slowdown of the development of AI capabilities.