Yahoo Finance • 11 hours ago

Palantir and CrowdStrike stocks tumble as Wall Street dumps software's AI winners

Wall Street is dumping software's AI winners and mostly leaving the losers alone. Palantir (PLTR) and CrowdStrike (CRWD) are both down more than 10% at their lows Thursday, while Salesforce (CRM) and Adobe (ADBE) are barely moving. The se... Full story

Yahoo Finance • yesterday

AI Server Backlog Could Reshape The Dell Stock Story

CrowdStrike recently announced an integrated Falcon security offering for the Dell AI Factory with NVIDIA. At the same time, Dell expanded its own AI-focused cybersecurity, data protection and AI infrastructure services, including quantum-... Full story

Yahoo Finance • 2 days ago

Bloom Energy (BE) Raises Full-Year Outlook Following 166% Revenue Surge

Polen Capital, an investment management company, released its Q3 2026 investor letter for its "5Perspectives Growth Opportunities Strategy". The letter can be downloaded here. The Portfolio fell 6.2% in Q3 2026, underperforming the Russell... Full story

Yahoo Finance • 2 days ago

Argan (AGX) Shares Fall After Record Q2 Earnings as Backlog Dips to $2.5 Billion

Polen Capital, an investment management company, released its Q3 2026 investor letter for its "5Perspectives Growth Opportunities Strategy". The letter can be downloaded here. The Portfolio fell 6.2% in Q3 2026, underperforming the Russell... Full story

Yahoo Finance • 2 days ago

CrowdStrike (CRWD) stock trades down, here is why

CrowdStrike (CRWD) stock trades down, here is why What happened? Shares of cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) fell 2.5% in the morning session after software stocks extended the selloff from the previous session as... Full story

Yahoo Finance • 3 days ago

Crowdstrike says it will buy two AI cybersecurity startups, announces 'kill switch' for AI agents

What happened: CrowdStrike (CRWD) said Tuesday that it has agreed to buy two AI security startups. The combined purchase price for both is $495 million, according to the Wall Street Journal. Shares of the cybersecurity company gained more... Full story

Yahoo Finance • 3 days ago

iShares Expanded Tech-Software (IGV) Sells $36 Million of Palo Alto on Oct. 30

This article first appeared on GuruFocus. In ETF activity on Friday, iShares Expanded Tech-Software Sector ETF (IGV) was the sole seller among the funds tracked, with no ETFs buying. IGV sold $396.0 million of stock and bought nothing, de... Full story

Yahoo Finance • 3 days ago

CrowdStrike Announces New Native AI Security Innovations on AWS

New integrations with Amazon Bedrock AgentCore and Amazon ECS extend CrowdStrike protection across AI workloads, applications, agents, and cloud infrastructure AUSTIN, Texas & BARCELONA, Spain, November 03, 2026--(BUSINESS WIRE)--Fal.Con... Full story

Yahoo Finance • 3 days ago

CrowdStrike to Acquire Dreadnode to Advance AI Trust and Deliver Automated AI Security Testing for the Agentic Enterprise

Dreadnode will extend the Falcon platform with automated testing of AI models, applications, and agents to build AI trust – finding and fixing weaknesses before they reach production AUSTIN, Texas & BARCELONA, Spain, November 03, 2026--(B... Full story

Yahoo Finance • 3 days ago

The Intel stock collapse is getting worse — and the $3.5 trillion chip rout is spreading

Wall Street is mostly sweeping up last week's tech wreckage Monday. Chip stocks keep tracking mud back through the house. About 7 in 10 S&P 500 stocks are rising, yet nearly every chip stock is in the red, and the group has shed more than... Full story

Yahoo Finance • 3 days ago

Stocks making the biggest moves midday: Oracle, SpaceX, Tempus AI, Rivian & more

Check out some of the companies making the biggest moves midday: Oracle — The database software giant's stock slumped another 6% after the company filed plans Monday to issue new stock and more debt to finance its artificial intelligence b... Full story

Yahoo Finance • 3 days ago

CrowdStrike and Dell Technologies Announce Integrated AI Security for the Dell AI Factory with NVIDIA

Dell AI Factory with NVIDIA customers can choose CrowdStrike's industry-leading AIDR, to secure enterprise AI, from infrastructure and workloads to agents and applications AUSTIN, Texas & ROUND ROCK, Texas & BARCELONA, Spain, November 02,... Full story

Yahoo Finance • 4 days ago

CrowdStrike Upgraded On Expected AI Cybersecurity Leadership

CrowdStrike stock dipped amid an upgrade to buy from Deutsche Bank on views it will be a leader in AI cybersecurity. Continue Reading... Full story

Yahoo Finance • 4 days ago

CrowdStrike: Deutsche Bank sees AI fueling cyber demand ‘tsunami’, upgrades to Buy

Investing.com -- Deutsche Bank lifted its rating for CrowdStrike to Buy from Hold and raised its DCF-based price target to $300 in a note to clients on Monday, noting that investors still underappreciate how much AI will expand the cyberse... Full story

Yahoo Finance • 4 days ago

CrowdStrike Appoints Cybersecurity Industry Veteran Roland Stritt to Accelerate European Alliance Growth

Former SentinelOne, Rubrik, and Palo Alto Networks executive brings decades of channel leadership to accelerate CrowdStrike's European partner growth AUSTIN, Texas & BARCELONA, Spain, November 02, 2026--(BUSINESS WIRE)--Fal.Con Europe 202... Full story

Yahoo Finance • 4 days ago

Ignition Technology Brings CrowdStrike's AI-Native Security to European SMBs

Falcon Flex commitment enables service providers to bring the Falcon platform and Falcon IQ security assessments to SMB and mid-market customers AUSTIN, Texas & BARCELONA, Spain, November 02, 2026--(BUSINESS WIRE)--Fal.Con Europe 2026 --... Full story

Yahoo Finance • 4 days ago

CrowdStrike Scales Project QuiltWorks Across Europe, Advancing the Industry’s Response to Frontier AI Risk

Atos, Computacenter, Deutsche Telekom Security, Orange Cyberdefense, Telefónica, and other leading partners scale expertise and remediation capacity to accelerate action against frontier AI risk AUSTIN, Texas & BARCELONA, Spain, November... Full story

Yahoo Finance • 4 days ago

CrowdStrike and Deloitte Spain Expand Alliance to Transform Cybersecurity from Boardroom to SOC

Falcon IQ extends the partnership into AI-powered risk advisory, connecting security strategy, implementation, and operations across the enterprise AUSTIN, Texas & BARCELONA, Spain, November 02, 2026--(BUSINESS WIRE)--Fal.Con Europe 2026... Full story

Yahoo Finance • 4 days ago

CoreWeave Partners with CrowdStrike to Secure Mission-Critical AI Workloads at Scale

Falcon brings industry-leading protection, 24/7 threat hunting, and managed detection and response to the AI cloud powering the world's most demanding workloads AUSTIN, Texas & LIVINGSTON, N.J. & BARCELONA, Spain, November 02, 2026--(BUSI... Full story

Yahoo Finance • 4 days ago

CrowdStrike and Dynatrace Join Forces to Disrupt Legacy SIEM and Observability

Strategic partnership unites AI-native cybersecurity and observability to accelerate investigations, reduce data costs, and free customers from legacy platform lock-in AUSTIN, Texas, & BOSTON & BARCELONA, Spain, November 02, 2026--(BUSINE... Full story