CrowdStrike Raises Outlook as CEO Highlights Massive AI Security Opportunity
CrowdStrike reports strong Q results, $1.47B revenue, $333M new ARR. Shares jump 10% as it raises full-year outlook, citing AI security boom.
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CrowdStrike CTO Elia Zaitsev Exits After 13 Years to Start AI Security Venture Fund
Concerns grow over leadership continuity, product plans, and AI security efforts.
CrowdStrike Teams with Cerebras for Near-Instant AI Threat Detection and Response
CrowdStrike’s AI security now runs on Cerebras’ fastest inference platform for near-instant detection and response. Cerebras also adopts Falcon to secure its operations.
CrowdStrike Q1 2027 Earnings: Beats Expectations, Raises Guidance Despite Higher AI Spending
Despite beating Q1 estimates and raising full-year guidance, CrowdStrike shares plunged after hours as operating expenses surged 15% on heavy AI investments.
Nvidia CEO Jensen Huang: “AI Agents Mean Boom Time for Software” — Cadence Just Proved It
Jensen Huang says AI agents will boost software companies, not kill them, with Cadence launching a fast autonomous chip design AI.
Adobe Hit With Downgrade Amid Rising AI Competition — CrowdStrike Gets Upgraded
Mizuho downgraded Adobe on AI competition fears, but upgraded CrowdStrike for strong AI security growth and better outlook.