Browsing: CRWD

Statements from AI leaders raised fresh alarms about security risks, triggering a capital shift from mega-cap AI hardware to enterprise security.

On September 14, during the episode of Mad Money, Jim Cramer said CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is emerging as a beneficiary of growing concerns over the cybersecurity risks created by artificial intelligence, as he said:

CRWD and PANW extended gains as investors weighed AI-driven cyber threats against slower frontier-model development.

Wedbush cited CrowdStrike’s platform strength and its positioning around AI-driven and agentic cybersecurity.

Revenue growth outlook driven by persistent market demand for AI compute infrastructure.

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A day of sharp divergences raises questions about what separates the market’s biggest winners from its biggest losers.

August 28th, 2026 · by Trefis TeamSPYYTD+13.4%SPYYTD+13.4%QQQYTD+17.5% Analyze SPY →

On August 10, 2026, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) and Palo Alto Networks, Inc. (NASDAQ:PANW) shares jumped more than 5% to new highs after the cybersecurity industry’s annual Black Hat conference in Las Vegas. Analysts at BTIG wrote that “AI agents have fundamentally changed the threat landscape.”