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NVIDIA Gave Away the Model on October 15. Berlin Sold the Infrastructure on October 21.
21.10.2026 18:58
The chronology of the last week is not a coincidence; it is a structural design. On October 15, NVIDIA released Nemotron 3.5 Super VL, providing open weights, open datasets, and training recipes to the market. Six days later, on October 21, the company wrapped a week of high-level European policy engagement with a keynote at […]
Top Midday Gainers
21.10.2026 17:56
Ashford Hospitality Trust (AHT) shares surged 39% a day after the company said its adviser, Ashford,
Why Is CrowdStrike Stock Rising Following Its Expanded NVIDIA AI Security Partnership?
21.10.2026 14:00
Why did CrowdStrike shares increase on Wednesday?CrowdStrike (NASDAQ:CRWD) shares rose 1. 5% on Wednesday following an announcement that the cybersecurity company had expanded its collaboration with NVIDIA (NASDAQ:NVDA) to develop additional security capabilities for artificial intelligence systems.
CrowdStrike stock rises on expanded NVIDIA AI security partnership
21.10.2026 12:12
Investing.com -- CrowdStrike (NASDAQ: CRWD) shares rose 1.5% Wednesday following the announcement of an expanded collaboration with NVIDIA to extend AI-native security from software down to the silicon level.
CrowdStrike and NVIDIA Expand AI Agent Security from Software to Silicon
21.10.2026 11:30
AUSTIN, Texas & BERLIN, October 21, 2026--NVIDIA GTC 2026--CrowdStrike (NASDAQ: CRWD) today announced an expanded collaboration with NVIDIA to extend AI-native security from software to silicon.
CrowdStrike (CRWD) Joins Founding Group Shaping Trusted AI Standards For SMBs
20.10.2026 12:12
CrowdStrike Holdings (NasdaqGS:CRWD) has been named a Founding Party Member of the new GTIA Managed Intelligence Alliance. The alliance focuses on responsible and scalable artificial intelligence delivery tailored for small and midsize business clients. GTIA members plan to shape standards, accreditation and best practices for trusted AI use across IT services and cybersecurity providers. CrowdStrike's founding role in the GTIA Managed Intelligence Alliance is only one piece of the broader...
The Bull Case For CrowdStrike (CRWD) Could Change Following Falcon’s Launch In The OpenAI Marketplace
13.10.2026 04:29
In late September 2026, CrowdStrike announced that its Falcon platform became available in the OpenAI Marketplace, allowing eligible OpenAI enterprise customers to allocate part of their existing OpenAI commitments toward purchasing CrowdStrike’s AI-powered cybersecurity services. This move not only broadens distribution for Falcon but also ties CrowdStrike more closely into enterprise AI spending as companies secure emerging AI agents. Next, we’ll examine how Falcon’s new availability...
Microsoft CEO’s AI Warning Draws Little Reaction From Cybersecurity Stocks
12.10.2026 14:18
Microsoft CEO Satya Nadella called for stronger AI safeguards, but cybersecurity stocks showed little reaction Monday.
CrowdStrike (CRWD) Is Accelerating Again. Is 219 Times Earnings Too Far Ahead?
12.10.2026 12:47
CrowdStrike Holdings (NASDAQ:CRWD) had what management called the best quarter in its history in fiscal Q2 2027. It added a record $332.8 million in net new annual recurring revenue, and that figure grew 51% year over year. Yet GAAP net income came to just $5.3 million on $1.47 billion in revenue. That gap sits at […]
Why Is CrowdStrike Stock Gaining Monday?
12.10.2026 07:39
CrowdStrike stock climbs premarket as Needham raises its price target to $310, citing strong Falcon Flex and Next-Gen SIEM demand.
CrowdStrike Holdings (CRWD) Climbed, But What Is Behind The Attention Now?
10.10.2026 04:18
CrowdStrike Holdings (CRWD) is back in focus after announcing that its Falcon cybersecurity platform is now available in the OpenAI Marketplace, giving enterprise customers another route to deploy its tools. The move into the OpenAI Marketplace comes at a time when momentum in CrowdStrike Holdings' shares remains strong, with a 30-day share price return of 32.36% and a 90-day gain of 46.94%. This has contributed to a 142.55% year-to-date share price increase and a 1-year total shareholder...
CrowdStrike (CRWD) is Monetizing the Complexities of the AI Cybersecurity Environment
07.10.2026 15:55
Artisan Partners, an investment management company, released its third-quarter 2026 investor letter for the “Artisan Developing World Fund”. The letter can be downloaded here. The Artisan Developing World Fund (Investor Class) returned 3.50% in the quarter ending September 30, 2026, outperforming the MSCI Emerging Markets Index’s -0.37%. Since June 30, 2015, its cumulative returns have […]
Micron Technology (MU): Pullback Driven by Debates Over AI Capex Sustainability
07.10.2026 15:45
Artisan Partners, an investment management company, released its third-quarter 2026 investor letter for the “Artisan Developing World Fund”. The letter can be downloaded here. The Artisan Developing World Fund (Investor Class) returned 3.50% in the quarter ending September 30, 2026, outperforming the MSCI Emerging Markets Index’s -0.37%. Since June 30, 2015, its cumulative returns have […]
BlackBerry Shares Down 14% in the Past 3 Months: Hold or Sell?
07.10.2026 14:21
BB's QNX momentum and stronger cash flow support long-term prospects, but Secure Communications risks and a premium valuation limit near-term upside.
Are You Overpaying For CrowdStrike Stock Versus Its Rivals?
07.10.2026 14:04
Shares of CrowdStrike (CRWD) have returned 128% over the past twelve months, easily outpacing the 17.8% gain for the S&P 500. Buyers are paying up for CrowdStrike's sector-leading revenue growth, even as peers like Okta and Fortinet have notched comparable gains on slower top-line expansion. Yet the company also ranks last of the five on operating margin. But calculating that premium isn't straightforward when CrowdStrike continues to run an operating loss while rivals turn a steady profit.
Strengthen Your Portfolio With These Cybersecurity ETFs
07.10.2026 14:01
AI safety concerns and rising cyber threats are fueling demand for cybersecurity. Here are ETFs positioned to benefit from growing security needs.
A $1,000 Bet on Palo Alto Networks Beat the S&P 500 by More Than 5x Over Ten Years
07.10.2026 14:00
Palo Alto Networks turned a humble firewall appliance into a sprawling AI security platform, and investors who held through three brutal drawdowns since 2020 found out just how much patience can pay off. But at today's valuation, the next decade looks nothing like the last.
CrowdStrike Named a Leader in the 2026 IDC MarketScape for Modern Endpoint Security for Enterprises
07.10.2026 12:00
AUSTIN, Texas, October 07, 2026--CrowdStrike (NASDAQ: CRWD) today announced it has been named a Leader in the IDC MarketScape: Worldwide Modern Endpoint Security for Enterprises 2026 Vendor Assessment.1
Dan Ives Names 5 Potential Tech Winners for 2027 as Investors Underestimate $4 Trillion Spending Wave
07.10.2026 03:22
Dan Ives names Nvidia, Microsoft, Palantir, Apple & CrowdStrike his 'Top 5 Tech Plays into 2027' amid a massive $4 trillion spending wave.