Pomegra
Technology
MAJOR
6d ago6 min read
Palantir, CrowdStrike, Okta Slide as AI Stocks Unwind
Palantir lost about $40 billion in value as CrowdStrike and Okta fell roughly 10% on Nov. 5, when investors sold software's biggest AI winners.
Company hub
CRWD stock news & analysis
Everything Pomegra has published on CRWD: 30 news articles and 3 market briefs, newest first.
Market briefs on CRWD
- Rivian Stock Jumps 7.6% After UBS Upgrade to Buy
Rivian (RIVN) closed at $13.08 as UBS set a $17 target; CrowdStrike (CRWD) also got a Deutsche Bank upgrade.
Nov 2
- Fortinet Stock Plunges 25% on Breach Report After Q3 Beat
Fortinet (FTNT) shares fell to about $130 after hours as an unconfirmed breach report hit a strong quarter.
Oct 28
- Cybersecurity Stocks Jump 7% After PHP2Shell Flaws
Cloudflare (NET) rose about 7%, CrowdStrike (CRWD) 6% and Zscaler (ZS) 7% as emergency PHP patches rolled out
Oct 21
CRWD news
Technology
NOTABLE
Nov 35 min read
CrowdStrike (CRWD) Upgrade Gain Fades After Open
CrowdStrike (CRWD) rose 3.4% premarket on a Deutsche Bank upgrade to buy and Palo Alto gained 2%, but both reversed as the Nasdaq slid on Monday, Nov. 2.
Business & Earnings
MAJOR
Oct 295 min read
Fortinet FTNT Falls 25% After Hours Despite Q3 Beat
Fortinet shares dropped about 25% after hours on Oct. 28 as product revenue growth slowed to 37% from 52%, and the selloff pulled down Salesforce, Palo Alto, Intuit and Adobe.
Markets
NOTABLE
Oct 215 min read
Cybersecurity Stocks Jump as PHP2Shell Flaw Hits Servers
Zscaler, Okta, Cloudflare and CrowdStrike rose 5-7% as the PHP2Shell flaw forced a global scramble to patch web servers running PHP on October 21, 2026.
Markets
SEISMIC
Sep 285 min read
NVDA Surges 2% on Record $150B Buyback and AI Safety Launch
Nvidia's board authorized a record $150 billion addition to its share repurchase program and unveiled an open AI agent containment platform on Monday, sending NVDA shares up roughly 2% to around $229.
Technology
MAJOR
Sep 254 min read
CrowdStrike Hits 52-Week High on Nvidia AI Pact
CrowdStrike surged 4.5% to a fresh 52-week high after Nvidia CEO Jensen Huang publicly designated the cybersecurity firm as Nvidia's primary partner in a joint agentic AI threat-detection…
Markets
MAJOR
Sep 176 min read
Bernstein Cuts PANW, OKTA, SentinelOne, Lifts Targets
Bernstein downgrades three cybersecurity leaders to Market Perform from Outperform after a near-100% sector rally stretches valuations to fair value, even as price targets move higher.
Technology
MAJOR
Sep 176 min read
Cybersecurity Stocks Surge on AI Regulation Bet
Cybersecurity stocks staged a three-session rally as the Amodei-Altman AI slowdown call raised expectations for federal safety mandates and compliance spending.
Technology
MAJOR
Sep 157 min read
CrowdStrike Surges as Cyber Stocks Become Safe Haven
CrowdStrike and peer cybersecurity names surged as investors rotated out of AI chip infrastructure stocks, treating endpoint and cloud security as defensive plays in a tech selloff.
Technology
MAJOR
Sep 35 min read
Zscaler Q4 FY2026: Guidance Erases May Crash Shadow
Zscaler posted Q4 FY2026 revenue of $719.2 million, up 21% year-over-year, and lifted full-year FY2027 growth guidance to 24.7%, decisively reversing the cautious trajectory that triggered a 31.5%…
Technology
MAJOR
Sep 36 min read
PANW Crushes Q4 FY2026, Acquires AI Security Firm Console
Palo Alto Networks topped every Q4 FY2026 metric, posting 34% revenue growth and a 63% surge in next-gen security ARR, then announced the acquisition of agentic-AI cybersecurity platform Console.
Technology
MAJOR
Sep 15 min read
PANW Q4 2026 Earnings: $3.35B Revenue Test
Palo Alto Networks reports Q4 2026 after the close with $3.35B revenue expected, $0.98 non-GAAP EPS, and a 50x forward multiple that punishes any guidance miss.
Markets
MAJOR
Aug 316 min read
CRWD Jumps 4% at Fal.Con 2026 on Cloud Deals
CrowdStrike shares hit a record high Monday as Fal.Con 2026 opened in Las Vegas with Google Cloud and Snowflake deals that broaden the Falcon platform's enterprise reach, days after a blowout…
Technology
NOTABLE
Aug 305 min read
PANW Hits 52-Week High Before Sept. 1 Earnings
Palo Alto Networks reaches $398.88, its highest mark in a year, as Benchmark lifts its price target to $400 and the Street prices in a record next-gen security ARR quarter driven by AI workload…
Markets
MAJOR
Aug 296 min read
CrowdStrike Surges 20% on Record Q2 FY2027 Results
CrowdStrike (CRWD) posted its best-ever single session as Q2 FY2027 EPS beat consensus, net new ARR surged 51%, and annual revenue guidance topped $5 billion.
Technology
SEISMIC
Aug 285 min read
CrowdStrike's Best Day Ever: AI Agents Drive Record Q2
CrowdStrike (CRWD) surged 20% on August 27 - its best single session ever - after Q2 FY2027 delivered record $332.8M net new ARR, 25% total ARR growth to $5.84B, and a full-year revenue guidance…
Technology
MAJOR
Aug 276 min read
CrowdStrike Q2 FY2027: CRWD Surges 11% on Record ARR Beat
CrowdStrike reported Q2 FY2027 revenue of $1.47B and adjusted EPS of $0.31 -- topping the $0.29 consensus -- while record net new ARR of $333M and raised full-year guidance sent CRWD up nearly 12%…
Geopolitics
SEISMIC
Aug 266 min read
Chinese Spy Platforms QScan, QTRouter Seized by DOJ, FBI
The Justice Department and FBI shut down two Chinese state-sponsored cyber-espionage platforms Wednesday, revealing an eight-year infiltration of the Federal Reserve, NASA, the DOJ, the U.S.…
Technology
MAJOR
Aug 265 min read
CrowdStrike Q2 Earnings: AI Security Budget Test
CrowdStrike reports Q2 FY2027 results tonight with net new ARR as the market's proxy on whether enterprise AI security budgets are accelerating or plateauing.
Technology
MAJOR
Aug 255 min read
Salesforce Q2: Is Agentforce Monetizing at Scale?
Salesforce Q2 FY2027 earnings land August 26, with $1.2B Agentforce ARR becoming the market's definitive test for whether enterprise AI is monetizing or just being piloted.
Technology
MAJOR
Aug 255 min read
CrowdStrike Q2 2027: AI Pipeline Tests $150M Threshold
CrowdStrike (CRWD) reports fiscal Q2 2027 results on August 26 as AI detection and response ARR surges 250% sequentially and options markets signal a roughly 8% post-earnings move.
Markets
MAJOR
Aug 87 min read
Software Stocks Rebound as Earnings Beat AI Fears
Software's long-anticipated reckoning with artificial intelligence never arrived — instead, Q1 2026 earnings confirmed that AI is accelerating enterprise software adoption, not replacing it.
Markets
Jul 227 min read
PANW, CRWD Lead Cybersecurity Rally Amid Bank Breach Wave
Shares of major cybersecurity stocks including Palo Alto Networks and CrowdStrike surged double digits in mid-July 2026 as cascading financial sector breaches and an IBM earnings warning drove…
Markets
Jul 198 min read
Salesforce vs CrowdStrike: Top Tech Picks, 2H 2026
As Salesforce navigates a 35% year-to-date selloff and CrowdStrike completes a 4-for-1 stock split, both tech growth stocks present distinct cases for the second half of 2026.
Markets
Jun 266 min read
George Kurtz: AI to Fuel Cyber Stocks in 2026
CrowdStrike CEO George Kurtz says AI-powered threats and surging AIDR pipeline growth will make cybersecurity stocks 2026's most durable tech play.
Technology
Jun 207 min read
CrowdStrike: Cyber Is the Backbone of AI, CEO Kurtz Says
CrowdStrike CEO George Kurtz declares cyber is AI infrastructure as Q1 FY2027 revenue rises 26% to $1.39 billion, lifting the tech sector outlook for security spending across the enterprise.
MarketsTechnology
Jun 28 min read
Nvidia's AI Ecosystem Ignites Enterprise Software Rally
Jensen Huang's Computex 2026 declaration that AI amplifies software demand sent enterprise names surging, with ServiceNow posting its best four-day gain since its 2012 IPO.
Technology
Apr 208 min read
Is the Tech Stock Rally Only Just Beginning? A Market Snapshot — April 20, 2026
The Nasdaq Composite entered Monday's session riding a historic 13-day winning streak, the longest since 1992, as Wall Street pivots aggressively back into the AI supercycle. The S&P 500 has already s...
Technology
Apr 1111 min read
Anthropic Built Its Most Powerful AI Ever — Then Locked It Away
Anthropic's Claude Mythos Preview represents the most capable AI model the company has ever produced — and also the one it fears the most. The San Francisco-based AI lab has opted to withhold the mode...
Technology
Apr 89 min read
Anthropic Unveils Claude Mythos and Project Glasswing in AI Cybersecurity Watershed Moment
Anthropic has launched Project Glasswing, a $100 million AI cybersecurity coalition anchored by an unpublished frontier model — Claude Mythos Preview — that the company itself deems too dangerous for ...