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

CrowdStrike Holdings recently reported past second-quarter results showing revenue rising to US$1,470.9 million and moving from a net loss to a modest net profit, while also lifting its full-year revenue guidance and issuing higher forecasts for the coming quarter. At the same time, new integrations with partners like Theta Lake and Endace are expanding Falcon Next-Gen SIEM’s role at the center of AI-focused and network-deep security operations, reinforcing CrowdStrike’s positioning in...
CrowdStrike will showcase new AI-driven security capabilities at its sold-out Las Vegas conference.

As enterprises rush to adopt artificial intelligence, CrowdStrike Holdings, Inc. CEO George Kurtz says they’re all running into the same problem: security. Speaking on the company’s second quarter earnings call, Kurtz said “every customer” CrowdStrike talks to is concerned about...

CrowdStrike just posted its best quarter ever and sent cybersecurity stocks surging, but history shows Palo Alto Networks has a nasty habit of falling on strong earnings reports, and the buy side has already baked in a beat.

CrowdStrike shares surged after a strong earnings report.

Following historic performance, here’s what could happen to CRWD shares next.

CrowdStrike's bigger story is that the rise of AI may be creating more cybersecurity demand than it destroys.

A blowout quarter sent shares soaring and made three Wall Street firms rethink what this stock is worth.

MarketBeat analysts recap a mixed earnings week, covering AI infrastructure demand, retail's K-shaped consumer trends, Meta's $18 billion settlement, and stock picks across tech, biotech, and retail sectors.

CrowdStrike is benefiting from AI in two ways.

Record new business, record second-quarter cash flow, raised guidance -- and a price that already assumes years more of all three.

CrowdStrike Holdings (NasdaqGS:CRWD) and Theta Lake announced a new AI governance telemetry integration for the CrowdStrike Falcon Next-Gen SIEM platform. The integration allows security teams to correlate AI interaction data with broader security events and workflows. Organizations can apply automated retention policies to AI interaction records to support oversight and compliance needs. The new capability targets rising enterprise demand for tools that manage AI risk within existing...

Asking for a Trend Host, Josh Lipton, tees up the key events investors should watch in the week ahead, starting Monday, August 31, with earnings from Dell (DELL), Palo Alto Networks (PANW), Lululemon (LULU), and Snowflake. (SNOW) On Wednesday, Broadcom's (AVGO) results will offer another read on the AI trade. Then on Friday, investors will get the August jobs report, with economists expecting the unemployment rate to hold steady at 4.1%

Asking for a Trend Host, Josh Lipton, tees up the key events investors should watch in the week ahead, starting Monday, August 31, with earnings from Dell (DELL), Palo Alto Networks (PANW), Lululemon (LULU), and Snowflake. (SNOW) On Wednesday, Broadcom's (AVGO) results will offer another read on the AI trade. Then on Friday, investors will get the August jobs report, with economists expecting the unemployment rate to hold steady at 4.1%

Nvidia turned in a stellar earnings report and forecast, and Fed Chair Kevin Warsh made his policy framework a bit more transparent. But risks are still lurking.

OKTA shares jump 28.63% after Q2 results beat estimates, as stronger bookings, enterprise demand and AI-agent security boosted its outlook.

Artificial intelligence is dramatically increasing the need for cybersecurity solutions. On Thursday, August 27, CrowdStrike (NASDAQ:CRWD) shares rose 20%, posting their best day ever, while Okta (NASDAQ:OKTA) rose 29-30%. Both companies beat earnings expectations and raised guidance, and both have more than doubled in 2026. CNBC reporter MacKenzie Sigalos summarized the setup: “CrowdStrike and Okta […]

CrowdStrike Holdings Inc says the very artificial intelligence (AI) agents companies are rushing to deploy are now attacking on their own, and the cybersecurity giant says defending against them just delivered its best quarter yet. Agents Are Going Rogue Speaking...
Opening Bid Host Brooke DiPalma is joined by the panel of Prime Capital Financial chief investment officer Will McGough, Slatestone Wealth chief market strategist Kenny Polcari, and F.L. Putnam Investment Management co-chief market strategist & portfolio manager Ellen Hazen to weigh whether now is the time to buy into software stocks.

FTNT's platform momentum gains traction as CMMC certification, AI security and product expansion fuel demand across enterprise and government markets.

CrowdStrike's Next-Gen SIEM is gaining traction as platform adoption, legacy SIEM replacements and AI security needs fuel long-term growth.





