Browsing Tag
CrowdStrike
28 posts
Aramco Q1 2026 profit jumps 26% to $33.6bn as East-West Pipeline absorbs Hormuz shock
Hormuz was closed for ten weeks. Aramco still beat consensus by $2.4bn, ramped its East-West Pipeline to max, and declared a $21.9bn dividend.
JFrog stock surges 18% on AI software supply chain breakout: What FROG investors need to watch next
Software supply chain attacks keep escalating. JFrog's cloud just crossed 50% of revenue and AI is driving the consumption growth above contracted minimums.
Akamai stock surges 20% on $1.8bn AI cloud deal: What AKAM investors need to watch next
Wall Street wrote off Akamai as a fading CDN name. One $1.8B cloud deal and 40% Cloud Infrastructure growth just rewrote the entire AKAM thesis overnight.
Claude Security exits preview as Anthropic pushes Opus 4.7 into Falcon, Palo Alto Networks and Microsoft Security stacks
Anthropic says AI is shrinking the gap between flaw discovery and exploit. Claude Security is its bet that defenders, not attackers, win the race.
NOW stock down 35% YTD as ServiceNow completes largest acquisition to date: Is the Armis deal worth the price?
ServiceNow closes $7.75bn Armis deal, adding cyber asset intelligence to its AI platform. What this means for enterprise security and NOW stock. Read more.
Booz Allen Hamilton (NYSE: BAH) unveils five-product Vellox cyber platform at RSAC 2026 with autonomous remediation at its core
Booz Allen Hamilton launches Vellox, five AI-native cyber products at RSAC 2026. Read what the suite means for BAH stock, competitors, and federal cybersecurity strategy.
Torq launches Agentic Builder as $1.2bn unicorn tightens grip on enterprise AI SOC market
Torq's Agentic Builder converts natural language into production AI security agents at $1.2B valuation. Read what it means for enterprise SOCs and legacy SOAR.
SentinelOne (NYSE: S) crosses $1bn revenue milestone in fiscal 2026 as Singularity platform gains enterprise traction
SentinelOne (NYSE: S) crossed $1B in fiscal 2026 revenue and turned non-GAAP profitable. Read what the results mean for investors and the cybersecurity sector.
CoreWeave (Nasdaq: CRWV) Q4 2025 earnings: AI cloud revenue hits $5bn as 2026 capital spend targets $35bn
CoreWeave CRWV Q4 2025 earnings analysis: $5.1B revenue, $66.8B backlog, $12-13B 2026 guidance. Read what the numbers really mean for AI infrastructure.
SentinelOne crosses $1bn ARR with AI-powered growth — but is Wall Street still underpricing it?
SentinelOne stock rose 7% after Q2 FY2026 earnings beat, ARR topped $1B, and Prompt Security deal signaled bold AI runtime security push.