CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD)

AI disruption fears are leading to indiscriminate sell-offs in specific stocks.

The enterprise software market is currently weathering its most volatile period since the 2022 rate hikes, as a massive sell-off—now being dubbed the "SaaSpocalypse"—wipes out nearly $1 trillion in market value. This dramatic recalibration of the technology sector has been catalyzed by fears that OpenAI’s rapid expansion

Stifel lowered its price target on CrowdStrike to $480 from $600 and kept a ‘Buy’ rating on the shares.

CrowdStrike, Palo Alto, and Zscaler stocks fell on AI fears, but Wedbush's Dan Ives says the selloff is a "ghost trade": major upside ahead.

Palo Alto Networks (NASDAQ: PANW) has once again redefined the cybersecurity landscape with its fiscal second-quarter 2026 results, proving that the controversial "platformization" strategy launched two years ago is bearing significant fruit. Despite a minor post-earnings dip in share price due to integration costs associated with its massive $25 billion

Crowdstrike Holdings shares are trading lower Monday morning, extending Friday's sell-off after Anthropic introduced Claude Code Security.

March S&P 500 E-Mini futures (ESH26) are down -0.27%, and March Nasdaq 100 E-Mini futures (NQH26) are down -0.41% this morning, pointing to a lower open on Wall Street as heightened uncertainty about U.S. trade policy dampened sentiment.

A new agentic AI tool from Anthropic, which can scan software code for security vulnerabilities and autonomously suggest fixes, triggered the selloff.

CrowdStrike is still growing quickly, but the stock's valuation assumes that pace holds up with little noise.

Palo Alto's business is going from strength to strength as it prepares customers for an increasingly dangerous cyber landscape.

SentinelOne and Sirius XM appear significantly mispriced relative to their long-term growth potential.

CrowdStrike and SentinelOne both look well-positioned heading into earnings.

Anthropic said that its Claude Code Security, available in limited research preview on the web, will scan code for vulnerabilities, and suggest targeted fixes for humans to review.

Shares of cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) fell 7.8% in the afternoon session after Anthropic unveiled Claude Code Security, a tool designed to autonomously scan codebases for vulnerabilities and suggest targeted software patches. 

Both companies are spending heavily on AI this year.

Hinge Health is helping to change physical therapy, and profiting in the meantime.

With the artificial intelligence buildout gathering steam, cybersecurity demand is unlikely to slow down.

SANTA CLARA, CA — Shares of Palo Alto Networks (NASDAQ: PANW) faced a sharp reversal this week, sliding nearly 8% in heavy trading after the cybersecurity giant issued a cautious profit outlook that overshadowed a revenue beat for its fiscal second quarter. The decline follows a flurry of price target cuts

In a move that signals the definitive end of the "best-of-breed" security era, Palo Alto Networks (NASDAQ: PANW) has announced its intent to acquire identity security leader CyberArk Software (NASDAQ: CYBR) for $25 billion. The deal, structured as a combination of cash and stock, represents the largest acquisition in cybersecurity