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CrowdStrike (CRWD) is Monetizing the Complexities of the AI Cybersecurity Environment
07.10.2026 15:55
Artisan Partners, an investment management company, released its third-quarter 2026 investor letter for the “Artisan Developing World Fund”. The letter can be downloaded here. The Artisan Developing World Fund (Investor Class) returned 3.50% in the quarter ending September 30, 2026, outperforming the MSCI Emerging Markets Index’s -0.37%. Since June 30, 2015, its cumulative returns have […]
Micron Technology (MU): Pullback Driven by Debates Over AI Capex Sustainability
07.10.2026 15:45
Artisan Partners, an investment management company, released its third-quarter 2026 investor letter for the “Artisan Developing World Fund”. The letter can be downloaded here. The Artisan Developing World Fund (Investor Class) returned 3.50% in the quarter ending September 30, 2026, outperforming the MSCI Emerging Markets Index’s -0.37%. Since June 30, 2015, its cumulative returns have […]
BlackBerry Shares Down 14% in the Past 3 Months: Hold or Sell?
07.10.2026 14:21
BB's QNX momentum and stronger cash flow support long-term prospects, but Secure Communications risks and a premium valuation limit near-term upside.
Are You Overpaying For CrowdStrike Stock Versus Its Rivals?
07.10.2026 14:04
Shares of CrowdStrike (CRWD) have returned 128% over the past twelve months, easily outpacing the 17.8% gain for the S&P 500. Buyers are paying up for CrowdStrike's sector-leading revenue growth, even as peers like Okta and Fortinet have notched comparable gains on slower top-line expansion. Yet the company also ranks last of the five on operating margin. But calculating that premium isn't straightforward when CrowdStrike continues to run an operating loss while rivals turn a steady profit.
Strengthen Your Portfolio With These Cybersecurity ETFs
07.10.2026 14:01
AI safety concerns and rising cyber threats are fueling demand for cybersecurity. Here are ETFs positioned to benefit from growing security needs.
A $1,000 Bet on Palo Alto Networks Beat the S&P 500 by More Than 5x Over Ten Years
07.10.2026 14:00
Palo Alto Networks turned a humble firewall appliance into a sprawling AI security platform, and investors who held through three brutal drawdowns since 2020 found out just how much patience can pay off. But at today's valuation, the next decade looks nothing like the last.
CrowdStrike Named a Leader in the 2026 IDC MarketScape for Modern Endpoint Security for Enterprises
07.10.2026 12:00
AUSTIN, Texas, October 07, 2026--CrowdStrike (NASDAQ: CRWD) today announced it has been named a Leader in the IDC MarketScape: Worldwide Modern Endpoint Security for Enterprises 2026 Vendor Assessment.1
Dan Ives Names 5 Potential Tech Winners for 2027 as Investors Underestimate $4 Trillion Spending Wave
07.10.2026 03:22
Dan Ives names Nvidia, Microsoft, Palantir, Apple & CrowdStrike his 'Top 5 Tech Plays into 2027' amid a massive $4 trillion spending wave.
CrowdStrike (CRWD) vs. Zscaler (ZS): Is the Premium Worth Paying?
06.10.2026 02:47
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) and Zscaler, Inc. (NASDAQ:ZS) are both trying to become something much bigger than the cybersecurity companies they started as. That is what makes this comparison interesting. CrowdStrike is expanding from endpoint security into identity, cloud security, SIEM, exposure management, and AI security. Zscaler is taking its Zero Trust platform into data […]
Autonomous Agent Growth Broadens CrowdStrike’s (CRWD) Opportunities
05.10.2026 13:59
Glass Lake Wealth Management recently released its third-quarter 2026 investor letter. The letter can be downloaded here. Markets advanced in the third quarter, with the S&P 500 (SPY) advancing another 2.4%, bringing its year-to-date return to 12.7% despite rising Treasury yields, with technology, communication services, energy, and mega-cap stocks outperforming. The Iran War pushed Brent […]
CrowdStrike (CRWD) Is a Trending Stock: Facts to Know Before Betting on It
05.10.2026 12:00
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.
1 Surging Stock to Target This Week and 2 We Ignore
05.10.2026 10:59
Great things are happening to the stocks in this article. They’re all outperforming the market over the last month because of positive catalysts such as a new product line, constructive news flow, or even a loyal Reddit fanbase.
Why Did CRWD, TWLO, P Stocks Hit 52-Week Highs Today?
02.10.2026 03:03
Investors rewarded strong AI-related demand, index-related buying and improving business momentum.
Why Did WBD, HPE, CRWD Stocks Rise To 52-Week Highs Today?
01.10.2026 03:26
Warner Bros. Discovery, Hewlett Packard Enterprise and CrowdStrike soared to 52-week highs on Wednesday amid company-specific catalysts and macroeconomic tailwinds.
CoreWeave Partner Network Accelerates the Path to AI Innovation
30.09.2026 13:00
SAN FRANCISCO, September 30, 2026--CoreWeave Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, today announced the CoreWeave Partner Network, a curated network of technology partners whose integrations are validated on the CoreWeave Cloud platform under real production conditions. The network brings together collaborations CoreWeave has built over years, including CrowdStrike, VAST Data, Reflection and ClickHouse, in one place where customers can see exactly which tools are proven and ready to r
Cloudflare at $350: AI Cybersecurity Threats Aren’t Enough to Move the Needle Now
30.09.2026 12:45
Cloudflare has surged nearly 80% this year on the back of an AI security boom, but the stock now trades at a multiple that punishes any stumble. The next two earnings reports will determine whether this rally was justified or priced for perfection.
CrowdStrike Holdings (CRWD) Falcon Is Now Available In An AI Marketplace
30.09.2026 11:13
CrowdStrike Holdings (NasdaqGS:CRWD) has listed its Falcon cybersecurity platform in the OpenAI Marketplace for enterprise buyers. The arrangement allows eligible OpenAI enterprise customers to use a portion of their existing OpenAI commitments to procure Falcon. The partnership links CrowdStrike’s AI-driven security tools with OpenAI agentic technologies and associated procurement workflows for joint clients. The new Falcon listing in the OpenAI Marketplace aligns with wider AI security...
Why Did IOVA, ABCL, CRWD Stocks Surge To 52-Week Highs Today?
30.09.2026 02:57
The rallies were driven by expanding opportunities tied to biotechnology and artificial intelligence.
CrowdStrike vs. Figma: Comparing Revenue Trends Between Two High-Growth Tech Companies
29.09.2026 05:55
CrowdStrike leads in absolute revenue, but Figma's faster growth rate is narrowing the gap — a key tension for long-term investors.
CrowdStrike vs. Figma: Comparing Revenue Trends Between Two High-Growth Tech Companies
29.09.2026 05:55
CrowdStrike leads in absolute revenue, but Figma's faster growth rate is narrowing the gap — a key tension for long-term investors.