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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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CrowdStrike and Palo Alto Rallied While AI Stocks Sank. Wall Street Is Pricing a Different AI Trade
Insider Monkey10d agoneutral
CrowdStrike and Palo Alto Rallied While AI Stocks Sank. Wall Street Is Pricing a Different AI Trade

The September 14 AI selloff produced an odd winner: cybersecurity. As chip stocks fell after frontier AI leaders called for slower development, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) and Palo Alto Networks, Inc. (NASDAQ:PANW) both traded higher as investors also digested fresh concern about AI-enabled cyber risk and the Revolut breach. The move suggests Wall Street may […]

Cybersecurity stocks rally as AI warnings boost spending bets
Proactive10d agobullish
Cybersecurity stocks rally as AI warnings boost spending bets

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...

3 Reasons CRWD Has Explosive Upside Potential
StockStory10d agoneutral
3 Reasons CRWD Has Explosive Upside Potential

What a time it’s been for CrowdStrike. In the past six months alone, the company’s stock price has increased by a massive 94.8%, reaching $206.38 per share. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.

Jim Cramer Calls This Cybersecurity Stock a 'Must Buy' Amid Emerging AI Threats: Here's Why
Benzinga10d agobullish
Jim Cramer Calls This Cybersecurity Stock a 'Must Buy' Amid Emerging AI Threats: Here's Why

Jim Cramer called CrowdStrike Holdings Inc. (NASDAQ:CRWD) a stock investors need to own, as CEO George Kurtz warned that artificial intelligence is fueling a new breed of “machine-speed” cyberattacks and said that strong defenses against the technology are more urgent than any industry-wide slowdown. The Threat Landscape Has Fundamentally Changed Kurtz, in a post on X on Sunday, said frontier labs will keep advancing regardless of any single lab’s restraint, so cybersecurity’s job is to make tha