Browsing Tag
CrowdStrike
38 posts
CrowdStrike expands NVIDIA alliance to protect autonomous AI agents at the chip level
CrowdStrike is extending its AI Detection and Response capabilities through NVIDIA's secure runtime and planned hardware enforcement technologies. The collaboration targets a growing enterprise risk as autonomous agents gain access to sensitive applications and infrastructure, but the full silicon-level integration remains under development.
Anthropic brings frontier AI to power grids and water utilities in major cybersecurity initiative
Anthropic has introduced a cybersecurity programme spanning industrial infrastructure and open-source software, bringing advanced Claude models and engineering support to established security providers. The initiative responds to increasingly capable AI-driven threats, but its success will depend on turning vulnerability discovery into safe, effective remediation.
Boston Scientific’s cyberattack knocks its 2026 outlook off course
Manufacturing, order fulfilment and shipping have been restored, but the medical-device group still cannot quantify the full financial damage and will reset expectations with third-quarter results.
Dicker Data (ASX: DDR) shares hit 52-week high as H1 profit jumps 54% on AI demand
Dicker Data delivered a sharp acceleration in first-half earnings as Australian technology refresh, software and AI infrastructure demand lifted revenue and margins, sending the stock to a 52-week high. The FY26 guidance, however, points to a second half where revenue can keep expanding even as profit margins retreat from unusually strong H1 levels.
CrowdStrike net new ARR jumps 51% to $333m as Falcon Flex passes $2.29bn
CrowdStrike reported record $333 million net new ARR, $5.84 billion of ending ARR and $377 million of free cash flow while sharply raising its full-year recurring-revenue growth expectations.
Cerebras Systems Q2 core revenue doubles to $210m as cloud business quadruples
Cerebras Systems doubled core Q2 revenue to $209.9m and raised 2026 guidance to $890m, yet a widened GAAP loss sent CBRS lower after the pre-earnings rally.
Cognizant (CTSH) stock gains 43% in July as AI strategy strengthens Q2 growth
Cognizant’s Q2 growth and AI strategy lifted $CTSH 43% in July, but weaker quarterly bookings and acquisition debt keep execution risks firmly in focus.
Databricks to buy Panther as AI-driven cyber threats reshape security lakehouse race
Find out how Databricks’ Panther acquisition could reshape AI cybersecurity, security lakehouse competition and the fight with Splunk.
CrowdStrike report puts China-linked AI espionage risk at centre of CRWD growth story
Find out how CrowdStrike’s China cyber warning could reshape AI security demand, CRWD sentiment and enterprise defence budgets.
CrowdStrike (CRWD) posts record results and a stock split, but cautious guidance sends shares lower
CrowdStrike posted record results, a raised ARR forecast, and a 4-for-1 stock split, but shares fell ~10% on light revenue guidance and a billings concern.