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

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

In a decisive display of market dominance, Palo Alto Networks (NASDAQ: PANW) reported fiscal second-quarter 2026 results that surpassed analyst expectations, signaling a successful acceleration of its "platformization" strategy. For the period ending January 31, 2026, the cybersecurity giant posted revenue of $2.59 billion—a 15% year-over-year increase—and

The mid-February 2026 market session has been defined by a sharp "structural reset" in the technology sector following the release of Anthropic’s latest flagship AI model, Claude Opus 4.6. This launch, coupled with the debut of the more efficient Claude Sonnet 4.6, has sent shockwaves through the

CRWD shares up premarket as company announces integration with Qualtrics to enhance security for customer and employee experiences. Mixed market performance, stock facing bearish trend and sector challenges. Key resistance: $487. Key support: $374.50.

Investors continue to debate why software stocks have taken a beating. The real reason may be incredibly simple.