Perplexity Open-Sources SPACE AI Sandbox, Sending Cybersecurity Stocks Lower
Shares of CrowdStrike, Palo Alto, and other cyber firms declined after Perplexity made its SPACE AI containment tool free and open source.
/ 14 items
#CRWD↓
Hardware Stocks Fall as Software Rises, With Cybersecurity Getting the Extra Lift
CrowdStrike hits a record as investors rotate out of AI chips and into software. Cyber names lead on AI-safety fears.
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.
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.