Browsing Tag
Falcon
4 posts
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.
Codan (ASX: CDA) share price falls 8% on profit-taking after FY26 EBIT upgrade and 30% margin milestone
Codan upgraded FY26 EBIT to A$235m and hit a 30% margin a year early. The stock still trades at 40x forward PE. August earnings tests the premium.
How Palo Alto Networks, Microsoft, and IBM secure AI agents in real-time runtime environments
Discover how Palo Alto, Microsoft, IBM, and CrowdStrike are enabling secure deployment of AI agents with real-time observability and runtime governance.