CrowdStrike Holdings Inc (CRWD) Price

Amazon Boosts Business Prime with Intuit and CrowdStrike Deals

Amazon announced new Business Prime benefits with Intuit QuickBooks, CrowdStrike, and Gusto, offering SMBs discounts of up to 70% and potential annual savings of nearly $1,000.

CrowdStrike Stalls Near $497 as AI Predicts Limited Gains

An AI model forecasts CrowdStrike's stock will average just $497.50 over the next 16 days, a minimal increase from its current $497.24 price, despite strong underlying business growth.

Dux Raises $9M to Combat AI-Driven Cyberattacks

Cybersecurity startup Dux launched from stealth on December 16, 2025, with a $9 million seed round to develop its AI-powered exposure management platform.

Palantir Secures Key US, French Defense Contracts

Palantir Technologies has secured a $446 million contract with the U.S. Navy and renewed a three-year agreement with France's primary domestic intelligence agency, DGSI. These agreements solidify Palantir's role within Western defense and intelligence networks, capitalizing on a favorable regulatory climate and deepening international military cooperation.

CrowdStrike Flex Model Fuels Revenue Acceleration

CrowdStrike's Falcon Flex subscription model is accelerating customer acquisition and revenue growth, positioning it favorably against competitors. The model encourages broader platform adoption and yields significant increases in annual recurring revenue (ARR) through customer upgrades.

Fortinet Valuation Questions Erase 22% of Stock Value

Cybersecurity firm Fortinet (FTNT) saw its stock fall 22% despite beating earnings estimates. Cautious third-quarter revenue guidance and existing premium valuation metrics triggered significant investor concern over the company’s future growth trajectory.

Planet Labs Stock Jumps as Market Prices AI Data Monopoly

Planet Labs (PL) stock surged 35% after its Q3 earnings report revealed a 361% increase in its order backlog. The market is revaluing the company not as a satellite operator, but as a critical AI infrastructure play with a defensible data monopoly, leading to a premium valuation.

Developer Exit Exposes Crypto's Dual Identity

A prominent developer's departure has intensified the debate over the cryptocurrency industry's direction, highlighting a sharp divide between its speculative, "casino-like" elements and the simultaneous push for institutional adoption and utility through blockchain technology.

OpenAI Signals M&A Push With Google Hire

OpenAI has appointed Albert Lee, a veteran M&A executive from Google, as its new Vice President of Corporate Development. The move signals a strategic pivot towards aggressive acquisitions, leveraging its $500 billion valuation to outpace competitors and accelerate its push into enterprise applications.

TimesSquare Divests CrowdStrike Amid Market Cap Reassessment

TimesSquare Capital Management has sold its position in CrowdStrike Holdings (CRWD) due to its investment strategy's market cap constraints. The sale occurred during a quarter where CRWD's stock price declined by 16%, highlighting a disciplined, strategy-driven portfolio adjustment.

CrowdStrike Targets New AI Attack Surface With Falcon AIDR

CrowdStrike has launched its Falcon AI Detection and Response (AIDR) platform to secure enterprise AI applications against a new generation of threats. The solution is designed to protect the entire lifecycle of AI models and workflows as organizations accelerate AI adoption, creating an expanded and complex attack surface.

Accenture Deepens AI Alliances, Cements Integrator Role

Accenture has expanded its strategic AI alliances, partnering with OpenAI, Anthropic, and major cloud platforms. The move positions Accenture as a key integrator in the high-stakes enterprise AI market, aiming to capitalize on surging corporate demand for AI transformation.

Tenable Hires Microsoft Veteran to Lead Cloud Strategy

Tenable appointed former Microsoft cloud security executive Vlad Korsunsky as its new CTO, signaling a strategic pivot to deepen its capabilities in cloud security and align with dominant market trends.

CrowdStrike Stock Rises Amid AI Sector Anxiety

CrowdStrike (CRWD) shares have surged 51.3% year-to-date, strongly outperforming the broader security sector and defying the recent sell-off in AI-related stocks. The company's focus on its AI-powered Falcon platform is meeting intense demand as enterprises shift from fragmented tools to unified security solutions to combat AI-driven threats.

Tech Stocks Face “Perfection Regime” Sell-Off

Zscaler's 17% post-earnings plunge, despite strong results, highlights a new market dynamic where investors punish any perceived imperfection. This "Perfection Regime" reflects a broader risk-off sentiment, impacting not just high-growth tech but also healthcare giants like UnitedHealth, signaling a major shift in investor priorities toward flawless execution and stability.

Valuation Concerns Pressure CrowdStrike After Strong Earnings

CrowdStrike Holdings (CRWD) reported strong third-quarter earnings that beat expectations. However, the stock fell as investors focused on the company's high valuation and competitive pressures within the cybersecurity sector, signaling broader market scrutiny of high-growth tech stocks.

Palo Alto Pursues AI Dominance With Megadeals

Palo Alto Networks beat fiscal Q1 2026 estimates but saw shares dip amid an aggressive M&A strategy. The company is acquiring Chronosphere for $3.35 billion and closing a $25 billion deal for CyberArk to build an end-to-end AI security platform.

Weaker US Data Fuels Global Rate Cut Rally

Global equity markets rallied as weakening US economic data solidified expectations for a Federal Reserve interest rate cut. Investor focus now shifts to the Fed's December 10th meeting, while significant regulatory developments in China and the U.S. signal a changing landscape for capital markets and digital assets.

Salesforce Raises Forecast Despite Revenue Miss

Salesforce reported third-quarter revenue slightly below analyst expectations but raised its full-year guidance, signaling confidence in its AI-driven product strategy and calming investor concerns over slowing growth.

CrowdStrike and Okta Beat Forecasts on AI-Driven Cybersecurity Demand