Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
CrowdStrike recently unveiled Falcon Guardian and SafeMind at Fal.Con 2026, aiming to secure AI agents and expand its share of a massive new market.
Zscaler (NASDAQ:ZS) executives outlined how the cybersecurity company is adapting its zero-trust architecture for AI agents, while also discussing new product launches, sales initiatives and the potential for continued growth in its core business. Speaking at a company session, Head of Product Adam
NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang thinks cybersecurity could become one of artificial intelligence’s next major application markets. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is already trying to prove him right. At CrowdStrike’s Fal.Con 2026 conference, the companies unveiled SafeMind, an agentic cybersecurity system using Nvidia Nemotron models alongside technology developed by CrowdStrike’s Cyber Superintelligence Lab. Nvidia […]
CrowdStrike (CRWD) stock rose about 97% over the past year, against 18% for the S&P 500, as growth in the recurring revenue it adds each quarter sped up. Management was forecasting that speed-up by March 2025 and named one mechanism: Falcon Flex customers using up their contracts early and coming back for more. The direction was public. The size of the fiscal 2027 speed-up was not.
Adobe is one of the most attractively priced software stocks in the market right now, while CrowdStrike commands a premium valuation that reflects one of the strongest growth trajectories in cybersecurity.
Wedbush Sees Cybersecurity Winners Emerging as AI Transforms the Market
Wedbush gave CrowdStrike shares an ‘Outperform’ rating and a $250 price target.
CrowdStrike (CRWD) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
The cybersecurity stock should benefit from fascination with AI doomsday scenarios.
Jensen Huang rebuffed AI catastrophe warnings while highlighting massive infrastructure demand as key growth drivers.
CrowdStrike (CRWD) trades at $210.02, roughly double where it stood a year ago while the S&P 500 returned 19.3%, and it sits at about 91% of its 52-week high. The easy read is that the AI security trade has already happened and you are late to it. But its own recurring revenue base points at something steadier than a spike, and the price now assumes that steadiness.
The company said products are moving through its distribution network at or above normal levels as the Marlborough, Mass., company works to fulfill customer orders, reduce backlogs and accelerate the delivery of products.
CrowdStrike’s rapid growth and expanding AI opportunity have analysts optimistic, but the cybersecurity stock carries a hefty valuation.
Scotiabank believes CrowdStrike Holdings, Inc. (NASDAQ: CRWD) is emerging as a “vendor of choice” for agentic AI security needs. After conversing with more than 15 customers at the Fal.Con 2026 event and meeting with the company management, the Wall Street firm came away confident in the company’s sustained momentum. On September 4, Scotiabank analyst Patrick […]
Palo Alto Networks (PANW) has returned 71.4% over the past year and trades about 15% below its 52-week high. You can be paid now for agreeing to buy the shares well below today's price, and you keep that payment either way. The catch: the stock has to fall a long way first, and the slowdown management has already guided to is in the growth measures, not in the company total.
Two cybersecurity heavyweights, Rubrik, Inc. (NYSE:RBRK) and CrowdStrike Holdings, Inc. (NASDAQ:CRWD), both released Q2 FY2027 earnings in late August/early September while deepening their strategic alliance. On September 1, the companies announced a joint agentic identity resilience workflow orchestrated by CrowdStrike’s Charlotte Agentic SOAR. By uniting CrowdStrike’s Falcon Next-Gen Identity Security with Rubrik’s Identity Resilience, joint […]
A top chip analyst just went on national television to argue that memory prices will punish even Apple for years, and the supply data behind that call points to one name printing money on the other side of the trade.
A security partnership with OpenAI sent Cloudflare shares surging while cybersecurity giants CrowdStrike and Palo Alto sat out the rally entirely, raising a pointed question about which AI security narrative investors actually believe.
A former Anthropic employee stated on X on Tuesday that both Anthropic and OpenAI are "not acting responsibly" and are "gambling with our lives." He also noted that many people building AI technology believe it could kill humanity in the next decade. Sherwood News head of markets Luke Kawa and Investopedia editor in chief Caleb Silver discuss the details with Morning Brief host Julie Hyman.
ZS' slowing revenue and ARR growth, rising capital spending and weaker cash flow margins cloud its cheap valuation and near-term outlook.
Nvidia's CEO stunned investors with a bold prediction for AI capex spending, and Marvell's blowout earnings seem to back him up.
Nvidia's most recent earnings and guidance blew past expectations and set up another stellar year for anything AI-related.
CrowdStrike's revenue has nearly doubled in eight quarters while OKTA's has grown steadily — but the profitability picture tells a starkly different story.
Cybersecurity demand is surging on AI growth, with stocks like Palo Alto, CrowdStrike, and Okta, plus ETFs HACK, CIBR, and BUG, rallying despite chart patterns signaling a possible correction.
Adobe tops a list of software companies ranked by cash generation, while sector heavyweights Microsoft and Oracle are at the bottom.
ZS' Z-Flex tops $1.7 billion in fiscal 2026 TCV, lifting customer ARR nearly 30% as flexible contracts support broader platform adoption.
Investors yanked $700 million from the top software ETF in a single session, and within hours a major earnings report threatened to make that timing look catastrophic. Whether the selloff was a blunder or a bullet dodged depends on a deeper AI disruption debate that has kept the fund negative all year.
According to the average brokerage recommendation (ABR), one should invest in CrowdStrike (CRWD). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?
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.
