CMC Asset Watch: IBM Gets a Week of Its Own
🔹 IBM gained 4.83%. Cloudflare fell 16.11%; CrowdStrike lost 12.96%.
🔹 Higher-margin software and free cash flow ... Show more
Dan Ives names Apple, Nvidia among top tech picks for 2027: Dan Ives’ top tech stock picks into 2027: Nvidia, Microsoft, Apple, Palantir & CrowdStrike—plus Tesla ...
seekingalpha.com/news/4650884-ives-names-five-top-tech-picks-into-2027
Dow rises 400 points on Friday as Wall Street scores winning week: Live updates: The Nasdaq Composite rose on Friday following a losing session.
cnbc.com/2026/10/08/stock-market-today-live-updates.html
Suspect behind South Korea bank hacks may be 26-year-old in China, cybersecurity firm says
reuters.com/world/suspect-behind-south-korea-bank-hacks-may-be-26-year-old-china-cybersecurity-2026-10-08/
AI-powered attacks on South Korean financial sectors linked to Chinese DDoS group: Report
straitstimes.com/asia/east-asia/ai-powered-attacks-on-south-korean-financial-sectors-linked-to-chinese-ddos-group-report
Nvidia vs. CrowdStrike: ETFs Position for Dan Ives’ $4T Tech Wave - Apple (NASDAQ:AAPL), Microsoft…
benzinga.com/etfs/sector-etfs/26/10/62245057/nvidia-crowdstrike-dan-ives-4-trillion-tech-spending-wave-etf
SentinelOne downgraded at FBN on CrowdStrike concerns: SentinelOne (S) downgraded to Sector Perform as CrowdStrike gains share and valuation looks full.
seekingalpha.com/news/4650568-sentinelone-downgraded-at-fbn-on-crowdstrike-concerns
Insiders sold shares in these stocks last week. Are prices now under pressure? Insider buying and selling is often considered a signal for investors – after ... Show more
Software stocks crushed chips in Q3 — and Cramer says it's just starting
Enterprise software quietly had a monster quarter ... Show more
Meta's enterprise AI platform rattles software stocks, MongoDB shares: The poaching of MongoDB's CEO highlights Meta's push to turn its fast-growing AI ambitions ...
businessinsider.com/meta-enterprise-ai-platform-software-stocks-mongodb-ceo-poach-market-2026-9
CrowdStrike's stock recently jumped around 15 percent in a single day to a new record high. The trigger was warnings from AI luminaries like Anthropic CEO ... Show more
Crowdstrike, Palo Alto Networks, and cybersecurity stocks post strong weekly gains after AI freak-out moment
finance.yahoo.com/markets/article/crowdstrike-palo-alto-networks-and-cybersecurity-stocks-post-strong-weekly-gains-after-ai-freak-out-moment-142352398.html
Jim Cramer calls CrowdStrike a ‘must buy’ amid AI threats: Jim Cramer calls CrowdStrike a “must buy” as CEO George Kurtz warns that AI-driven cyber threats are ...
thestreet.com/investing/stocks/jim-cramer-crowdstrike-crwd-must-buy-ai-threats
CrowdStrike CEO on Anthropic’s AI safety warning: ‘The genie’s out of the bottle’
cnbc.com/2026/09/14/crowdstrike-ceo-anthropics-ai-safety-warning.html
Cybersecurity stocks are surging as AI safety concerns take center stage.
CrowdStrike, Palo Alto Networks, and Okta all posted big gains following fresh ... Show more
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Closing bell: Dow and Nasdaq weaken, Micron and Nvidia fall, Crowdstrike and Okta surge
deraktionaer.de/artikel/aktien/schlussglocke-dow-und-nasdaq-schwaecheln-micron-und-nvidia-fallen-crowdstrike-und-okta-haussieren-20408745.html
CrowdStrike $CRWD surged 15% in early trading following a massive Q2 earnings beat and upgraded fiscal '27 outlook!
KEY HIGHLIGHTS:
Net-new ARR growth ... Show more
CrowdStrike $CRWD launched Falcon, Guardian, and SafeMind to secure autonomous AI agents alongside Nvidia, Google & OpenAI!
KEY HIGHLIGHTS:
Partnering ... Show more
2 Software Stocks Showing the Way Out of the SaaSpocalypse: CrowdStrike and Salesforce batted down the notion that AI will replace software. Instead ...
barrons.com/articles/software-stocks-salesforce-crowdstrile-saaspocalypse-1017629b
Paid articlePaywall$CRWD and $OKTA shares surged on Thursday after earnings showed that artificial intelligence adoption is pushing customers to spend more on cybersecurity tools.
CrowdStrike pops 11% on record second quarter as 'Mythos moment' drives AI cyber wave
cnbc.com/2026/08/26/crowdstrike-crwd-earnings-q2-2027.html
Plus 12%: And analysts expect even more from Palo Alto Networks: Strong CrowdStrike figures and takeover speculation drive Palo Alto Networks up over 12 percent ...
wallstreet-online.de/nachricht/21301006-aktie-hebt-zahlen-ab-plus-12-analysten-trauen-palo-alto-networks
CrowdStrike is surging after an earnings beat.
📈 $CRWD +15.7%
Explore more premium news and analysis on CrowdStrike in AlphaSpace: Upgrade to Yahoo Finance premium news, data, and tools
CrowdStrike CEO warned AI is exposing cyber gaps: George Kurtz said even well-funded companies remain exposed as AI lets attackers find and exploit ...
qz.com/crowdstrike-ceo-ai-legacy-cybersecurity-record-earnings-082826
CrowdStrike’s stock has jumped after record-breaking earnings. Wall Street is lapping it up.
trib.al/VyQmYHq
CrowdStrike posted record results. Citi sees sharp gains ahead: CrowdStrike is poised to see its shares go up after it posted very strong quarterly financial ...
cnbc.com/2026/08/27/crowdstrike-posted-record-results-citi-sees-sharp-gains-ahead.html
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Software stocks soaring - | "SaaSpocalypse is nonsense": The software industry is recovering thanks to strong quarterly figures and optimistic outlooks ...
deraktionaer.de/artikel/medien-ittk-technologie/software-aktien-im-hoehenflug-saaspocalypse-ist-unsinn-20407651.html
CrowdStrike Shares Jump 13%—Here’s Why Anthropic Could Be Responsible: One investment research firm said CrowdStrike’s business was “firing on all cylinders.”
forbes.com/sites/tylerroush/2026/08/27/crowdstrike-shares-pop-13-after-ceo-touts-best-ever-quarter-heres-why-he-says-anthropic-is-responsible/
EY Ireland partners with CrowdStrike to strengthen cyber resilience in the agentic era
irishexaminer.com/sponsored/arid-41902300.html
Here are Thursday's biggest analyst calls: Nvidia, SpaceX, Tesla, Alphabet, Meta, Salesforce, CrowdStrike & more
cnbc.com/2026/08/27/thursday-analyst-calls-from-stocks-like-nvidia.html
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Barron's Aug 27
3 Reasons the AI Stock Boom Is Very Much Back: Nvidia, Salesforce, and CrowdStrike prove it pays to bet on the AI veterans, stock futures jump ...
barrons.com/articles/stock-market-things-to-know-today-772ab9aa
Paid articlePaywall Salesforce und CrowdStrike zünden den Turbo – jetzt rückt auch SAP wieder ins Rampenlicht
deraktionaer.de/artikel/aktien/salesforce-und-crowdstrike-zuenden-den-turbo-jetzt-rueckt-auch-sap-wieder-ins-rampenlicht-20407586.html
Stocks making the biggest moves after hours: Nvidia, Salesforce, CrowdStrike, Urban Outfitters and more
cnbc.com/2026/08/26/stocks-making-the-biggest-moves-after-hours-nvda-crm-crwd-urbn-and-more.html
Paid articlePaywall📊 This Week’s Earnings Calendar: Aug. 24-28
A huge week for tech, with Nvidia ($NVDA) taking center stage Wednesday after the close ... Show more
Stocks making the biggest moves midday: Walmart, Deere, CrowdStrike, Moderna & more
cnbc.com/2026/08/20/stocks-making-the-biggest-moves-midday-wmt-de-crwd-mrna-more.html
Paid articlePaywall
CrowdStrike Stock Likely To Swing On Earnings. This Trade Brings Returns From Those Moves.
investors.com/research/options/crowdstrike-stock-crwd-cybersecurity-tech-options-market-trade-earnings-volatility/
CrowdStrike and Palo Alto Networks stocks surged to new highs after cybersecurity conference
dlvr.it/TTxxgl
North Korea is using AI to create fake profiles and steal American jobs, according to CrowdStrike's Adam Meyers.
How Okta, IBD Stock Of The Day, Is Targeting 'Nonhuman' Identity Opportunity: Okta stock has surged more than 70% in 2026 as AI-based "agents" that ...
investors.com/research/ibd-stock-of-the-day/okta-stock-cybersecurity-stocks-artificial-intelligence-news/
AI is both a cyber weapon and a massive target, CrowdStrike warns: The same AI tools triggering suspicious alerts are being attacked by cybercriminals in droves.
zdnet.com/article/ai-is-cyber-weapon-and-massive-target-crowdstrike-warns/
Barron's Jul 22
CrowdStrike Just Gave Cerebras a Big Vote of Confidence: CrowdStrike will use Cerebras’ artificial-intelligence chips to help power its Falcon AI Detection and ...
barrons.com/articles/crowdstrike-cerebras-stock-chip-deal-8d6064f5
Paid articlePaywallHere are Tuesday's biggest analyst calls: SpaceX, Apple, Tesla, Berkshire Hathaway, Amazon, CrowdStrike & more
cnbc.com/2026/07/28/tuesday-big-analyst-calls-on-wall-street-include-spacex.html
Paid articlePaywall CrowdStrike Eyes Next Act As AI Security Business Takes Shape: CrowdStrike stock could gain as AI detection and response becomes the cybersecurity firm's ...
investors.com/research/the-new-america/crowdstrike-stock-kurtz-artificial-intelligence/
Top Wall Street analysts back these 3 stocks for their long-term growth potential
cnbc.com/2026/07/26/top-analysts-back-these-3-stocks-for-their-long-term-growth-potential.html
Barron's Jul 17
Goldman Sachs Will Continue to Beat Targets, Analyst Says. Plus, DraftKings and 4 More Stocks.
barrons.com/articles/goldman-sachs-will-continue-to-beat-targets-analyst-says-plus-draftkings-and-4-more-stocks-792dc60b
Paid articlePaywall Barron's Jul 23
AI Models Went Rogue, and These Stocks Are Ready for the Fight: Palo Alto Networks, CrowdStrike and Okta have benefited from cybersecurity threats posed by AI ...
barrons.com/articles/openai-cybersecurity-stocks-palo-alto-okta-e1fd1b13
Paid articlePaywallCybersecurity stocks rally on AI spending change comments from IBM's Krishna: IBM CEO Arvind Krishna told CNBC's Sara Eisen that some major deals were put on ...
cnbc.com/2026/07/14/cybersecurity-stocks-ai-spending-mythos.html
Key FactsIBM Shares Plunge Amid Weak Quarter and AI Challenges
Jul 15, 2026 · Reading time: ~45 sec.
Summary created with AI assistance · Source: financialexpress.com
Summary created with AI assistance · Source: financialexpress.com
- IBM recorded its largest single-day drop ever, with shares falling over 25% following a disappointing quarterly performance.
- CEO Arvind Krishna acknowledged the company’s slow response to shifting customer demands driven by increased AI hardware needs.
- The decline was further impacted by underwhelming mainframe results and postponed major business deals.
- Despite setbacks, IBM maintains confidence in its long-term plan ahead of its earnings announcement on July 22.
What played out was worse than our expectations, driven by a shortfall in our Z performance and the associated software stack, primarily in Transaction Processing.— Arvind Krishna, IBM CEO, in a letter to investors about IBM's second-quarter results
📈 PayPal led the underlyings, SanDisk trailed
Tokenized stocks weekly | Jul 13-19 (stocks only; ETFs excluded)
Looking at the real shares behind the tokens: ... Show more
IBM schürt Cyberangst: CrowdStrike, Okta und Co. zünden Kursturbo: Cybersecurity-Aktien stiegen nach IBM-Chefs Warnung vor steigenden Cyberrisiken ...
deraktionaer.de/artikel/indizes/ibm-schuert-cyberangst-crowdstrike-okta-und-co-zuenden-kursturbo-20404744.html
Crowdstrike stock: Down 75 percent - | don't panic!: CrowdStrike with split, analysts expect 30% profit growth. TSI Premium with a direct hit.
deraktionaer.de/artikel/technischeanalyse/crowdstrike-aktie-minus-75-prozent-keine-panik-20404033.html
Künstliche Intelligenz wird immer mächtiger – doch wo liegen die echten Chancen, wo die Risiken? Von Cybersecurity-Werten wie Axon und CrowdStrike über ... Show more
AI stocks: the biggest winner and the biggest loser, rallying together
For most of this year, AI stocks moved in one direction: the year's beaten-down ... Show more
Palo Alto, CrowdStrike wrap best quarter ever as AI threats bolster cyber demand: The cybersecurity leaders are leaning into identity security, a critical cyber ...
cnbc.com/2026/06/30/palo-alto-crowdstrike-stock-ai-mythos.html
CrowdStrike CEO says AI security fears will become a bigger tailwind in coming quarters
cnbc.com/2026/06/04/crowdstrike-ceo-says-ai-security-fears-will-become-a-bigger-tailwind-in-coming-quarters.html
Goldman Sachs aggressively resets CrowdStrike stock price target: Here's what could happen to CRWD shares next
thestreet.com/investing/stocks/goldman-sachs-aggressively-resets-crowdstrike-stock-price-target-after-earnings
CrowdStrike Falls On Earnings As Guidance Underwhelms Amid Big 2026 Gain: CrowdStrike stock fell amid Q1 earnings and revenue that edged by consensus estimates ...
investors.com/news/technology/crowdstrike-stock-crwd-crowdstrike-earnings-news-q12026/
CrowdStrike schlägt Prognosen – Aktie wird dennoch abgestraft: CrowdStrike hat neue Quartalszahlen veröffentlicht, doch trotz KI-Boom und starkem Wachstum stürzt ...
wallstreet-online.de/nachricht/20963587-trotz-starker-zahlen-crowdstrike-schlaegt-prognosen-aktie-abgestraft
CrowdStrike swung to profit and raised its outlook — but the stock sank: The cybersecurity company beat Wall Street estimates and lifted its full-year guidance ...
dlvr.it/TSswLl
CrowdStrike narrowly beats estimates on AI tailwinds, but stock falls 10%: CrowdStrike shares have rallied nearly 60% this year on skyrocketing demand for ...
cnbc.com/2026/06/03/crowdstrike-crwd-q1-2027-earnings.html
Stocks making the biggest moves after hours: Broadcom, CrowdStrike, PVH & more: See which stocks are posting big moves after the bell.
cnbc.com/2026/06/03/stocks-making-the-biggest-moves-after-hours-avgo-crwd-pvh.html
Paid articlePaywall Innovative energy giant with billions in power: Innovative energy giant with billions in power: Attractive valuation, future potential and up to 1 ...
deraktionaer.de/artikel/aktien/innovativer-energie-riese-mit-milliarden-power-20401944.html
After the Dell and Snowflake Mega-Rally: Now It's Broadcom and CrowdStrike's Turn!
wallstreet-online.de/nachricht/20946961-earnings-preview-dell-snowflake-mega-rallye-stehen-broadcom-crowdstrike-an
Barron's May 31
Jobs, Broadcom, CrowdStrike, Planet Labs, Macy’s, and More to Watch This Week: Economic releases this week will spotlight employment—in both the JOLTS and the ...
barrons.com/articles/jobs-broadcom-crowdstrike-planet-labs-macys-and-more-to-watch-this-week-ac83b510
Paid articlePaywall A jobs report, more big chip earnings, and sticky inflation: What to watch this week
finance.yahoo.com/news/a-jobs-report-more-big-chip-earnings-and-sticky-inflation-what-to-watch-this-week-105149903.html
14 Newly Overvalued Stocks this Week: Coca-Cola and Seagate are among the stocks now rated as expensive.
morningstar.com/stocks/14-newly-overvalued-stocks-this-week-3
Wall Street: Chip stocks rage - | Broadcom, Micron, Arm and Qualcomm at record highs
deraktionaer.de/artikel/medien-ittk-technologie/wall-street-chip-aktien-haussieren-broadcom-micron-arm-und-qualcomm-auf-rekordhoch-20401905.html
Barron's May 27
Palo Alto and CrowdStrike Stocks Fall on Cybersecurity Gloom. That’s an Opportunity.
barrons.com/articles/palo-alto-stock-price-crowdstrike-cybersecurity-e128a40c
Paid articlePaywall Barron's May 19
CrowdStrike Stock Isn’t Done Gaining, Analyst Says. AI Threats Offer Upside.: CrowdStrike shares can extend their rebound says TD Cowen. AI went from being a ...
barrons.com/articles/crowdstrike-stock-ai-cybersecurity-3ea45d7c
Paid articlePaywall Barron's May 19
The Software Rally May Still Have Legs. Buy ServiceNow and Adobe.: ServiceNow and Adobe have rallied single digits over the last month and could play catch up to ...
barrons.com/articles/servicenow-adobe-software-tech-stocks-1e3ba05b
Paid articlePaywallHere are Tuesday's biggest analyst calls: Nvidia, Tesla, Micron, Costco, StubHub, Broadcom, CrowdStrike & more
cnbc.com/2026/05/19/biggest-tuesday-stocks-by-analyst-calls-include-nvidia-tesla-micron.html
Paid articlePaywall Uptrend Strengthens As Dow Retakes 50,000: CRWD, GS, STNG In Focus | Stock Market Today
400 percent in 9 days with CrowdStrike: New opportunity today: An oil and gas company is showing strong buy signals after a consolidation. You can get the ...
deraktionaer.de/artikel/aktien/400-prozent-in-9-tagen-mit-crowdstrike-heute-neue-chance-20401130.html
OpinionCybersecurity Giant Unlocks New Buy Zone While Flashing These Telltale Clues: Driving undeniable demand as shares rebound, Palo Alto stock unleashes a breakout ...
investors.com/research/ibd-stock-analysis/palo-alto-stock-panw-cybersecurity-stocks-to-watch/
Barron's Apr 30
Anthropic Rattled Software Stocks. How the White House Rode to the Rescue.: Cybersecurity stocks such as Palo Alto and CrowdStrike could benefit from a delayed ...
barrons.com/articles/software-stocks-anthropic-mythos-crowdstrike-palo-alto-e34092d1
Paid articlePaywall