Tag: CrowdStrike

AI Isn’t Killing Software. It’s Creating a Cybersecurity Gold Rush
AI Industry • September 3, 2026

AI Isn’t Killing Software. It’s Creating a Cybersecurity Gold Rush

Artificial intelligence has spent the past few years eating budgets. GPUs, data centers, networking equipment and power infrastructure have absorbed billions as companies race to build and deploy increasingly capable models. But there is another side to the AI trade that receives considerably less attention: the more AI companies deploy, the more they have to […]

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The Week Nvidia Delivered the Receipts and the Fed Raised the Difficulty
Market Pulse • August 30, 2026

The Week Nvidia Delivered the Receipts and the Fed Raised the Difficulty

Last week, the market demanded receipts. This week, it got them. Nvidia delivered another absurd quarter, Bitcoin pushed through $80,000, CrowdStrike reminded Wall Street that AI can create software revenue as well as GPU bills, and the major US indices managed to finish higher. For about five minutes, everything looked beautifully simple. Then Kevin Warsh […]

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“The AI Offender Is Here”: Cybersecurity’s Next Arms Race Has Already Started
AI • August 28, 2026

“The AI Offender Is Here”: Cybersecurity’s Next Arms Race Has Already Started

George Kurtz has a blunt message about the next phase of cybersecurity: “the AI offender is here.” The CrowdStrike CEO’s warning lands at an unusually important moment for both the security industry and Wall Street. After reporting its fiscal second-quarter 2027 results, CrowdStrike shares jumped 20.5% in the following trading session. Cybersecurity-focused funds rallied too, […]

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AI Hackers Are Spawning, and Cybersecurity Stocks Found Their Shield
AI • July 1, 2026

AI Hackers Are Spawning, and Cybersecurity Stocks Found Their Shield

AI used to look like a productivity story. Faster coding. Better search. Slicker chatbots. A thousand pitch decks promising fewer meetings, smarter copilots, and maybe a slightly less cursed inbox. That version of AI is still real. But it is not the whole monster. The darker version is more Cyberpunk 2077 than office automation: automated […]

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Is the AI Rally Becoming the Marvel Cinematic Universe?
AI Industry • June 1, 2026

Is the AI Rally Becoming the Marvel Cinematic Universe?

The AI stock market has started to look suspiciously like the Marvel Cinematic Universe: one breakout hero, a rapidly expanding cast, increasingly expensive sequels, and a growing suspicion that not every character deserves their own franchise. For years, Nvidia has been the obvious protagonist. It had the origin story, the weapon, the charisma, the numbers, […]

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