CrowdStrike Holdings, Inc. Class A CRWD

Warner Bros. Discovery, Hewlett Packard Enterprise and CrowdStrike soared to 52-week highs on Wednesday amid company-specific catalysts and macroeconomic tailwinds.

Cooling August inflation has given interest rate watchers fresh material, with 3.4% headline and 3.0% core readings easing some pressure but not solving the Fed’s 2% problem. That gap keeps rate expectations in play and leaves rate sensitive growth stocks on a tighter leash. This article explains how that tension feeds into opportunities and risks, then highlights 3 stocks exposed to this inflation story that may be worth a closer look. The three growth stocks below are a small sample, and...

CrowdStrike Holdings has turned into one of the stronger performers in large-cap cybersecurity, and after such a powerful run the real question for investors is whether today’s market value lines up with the sales the business is generating. With the stock now well above its levels of recent years, the focus naturally shifts to how much revenue the market is choosing to pay for. Over the past 3 years the share price has delivered a very large gain of about 7x. This puts the spotlight...

BlackBerry's QNX unit just landed its biggest automotive design win ever, and the ripple pushed the stock sharply higher alongside major cybersecurity names, but the real question is how long before that deal actually shows up in revenue.

You may own CrowdStrike (CRWD), a cybersecurity company whose shares rose 5.1% in five sessions as the S&P 500 fell 1.2%. You likely hold it beside an index fund, and your whole account swings more when one holding jumps. Have the gains on CrowdStrike been big enough to pay for those swings.

Morgan Stanley raised its PANW target to $410 from $394 recently, calling it a key beneficiary of increased cybersecurity spending, according to TheFly.

CoreWeave Inc. (NASDAQ:CRWV) announced the launch of the CoreWeave Partner Network, bringing together technology partners whose integrations have been tested on the CoreWeave Cloud platform under production conditions.

Palo Alto and CrowdStrike both reported blockbuster quarters and both credit AI for pushing cybersecurity to the top of every CIO's budget. But their strategies, valuations, and risk profiles point in opposite directions, and only one of them offers a compelling entry point right now.

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

Security teams are spending more to understand who is attacking them and how. MarketsandMarkets projects the global threat intelligence market will grow from $13.15 billion in 2026 to $26.68 billion by 2031, a compound annual growth rate of 15.2%. Active Companies from around the markets with current developments this week include:Quantum Secure Encryption Corp. (CSE: QSE) (OTCQB: QSEGF) (FSE: VN80), CrowdStrike Holdings, Inc. (Nasdaq: CRWD), Palo Alto Networks, Inc. (Nasdaq: PANW), Fortinet, In

Palo Alto Networks CEO Nikesh Arora said something on the earnings call that most tech executives only whisper, and it tells you exactly why one investor keeps adding to his position despite a nine-figure GAAP loss.

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.

Okta Stock Rallies After Morgan Stanley Spots Fresh AI Growth Catalyst

While cybersecurity peers doubled in value over the past year, Zscaler slid past 30% and now sits at a crossroads where one bold analyst sees a very different story unfolding than the rest of Wall Street is willing to admit.

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...

The rallies were driven by expanding opportunities tied to biotechnology and artificial intelligence.

Kenny Polcari says investors using market-weighted S&P 500 funds should examine their technology concentration before adding more tech-focused ETFs or buying the next pullback.