Browsing Tag
CrowdStrike
33 posts
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.
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.