If anything, I think it's clear that this software apocalypse is coming for everyone in SaaS. Not content to only disrupt the work management, financial services/analytics firms, etc., Anthropic ( ANTHRO ) now targetsJR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities supported by robust price actio ...

February 13, 2026 05:04 AM GMT Cybersecurity | North America Q4 Preview and Reseller Survey – Round 2: Standing on a Platform, Highlighting AI Opportunity vs. Headwind With cyber names getting swept up in the latest AI software concerns, we look to the platform results to refocus investors on the tailwind AI is for cyber. Favor PANW, CRWD, particularly as SIEM/SASE stories should see growth from AI complexity, though see opportunity w/ most off-cycle names. Key Takeaways Opportunity Picks Up As We Get Towar ...

CrowdStrike Holdings Inc. (NASDAQ:CRWD) released its 2026 Global Threat Report on Tuesday, painting an alarming picture of an adversary landscape supercharged by artificial intelligence.The report, built on intelligence from CrowdStrike's threat hunters and analysts tracking more than 280 named adversaries, reveals that AI is no longer just a defensive tool — it has become the primary weapon of choice for cybercriminals and nation-state actors alike.Breakout Times Hit Record LowsThe headline number is stark ...

We recently published 10 Stocks Jim Cramer Talked About.  CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the stocks Jim Cramer talked about. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is a cybersecurity company whose shares are down by 11% over the past year and by 23% year-to-date. The shares have lost more than 17% over the past couple of days following Anthropic’s announcement of a new cybersecurity tool for its Anthropic AI platform. This tool, according to the firm, will be able to scan software fo ...

Software stocks have faced notable market headwinds amid growing investor fears regarding artificial intelligence disruption. The broader equity pullback is also raising concerns for Bitcoin (BTC), which has closely tracked software stocks. Why Are Software Stocks Down? According to the Global Markets Investor, the iShares Expanded Tech-Software Sector ETF (IGV) has fallen 15% in February alone, putting it on pace for its worst monthly performance since 2008. The ETF is now testing its April 2025 lows an ...

wordmmMwWLliI0fiflO&1mmMwWLliI0fiflO&1mmMwWLliI0fiflO&1mmMwWLliI0fiflO&1mmMwWLliI0fiflO&1mmMwWLliI0fiflO&1mmMwWLliI0fiflO&1 2026 CrowdStrike Global Threat Report: AI Accelerates Adversaries and Reshapes the Attack SurfaceFeb 24, 2026 3:00 AM Eastern Standard Time# 2026 CrowdStrike Global Threat Report: AI Accelerates Adversaries and Reshapes the Attack SurfaceShare---AI-enabled attacks surge 89% as breakout time falls to 29 minutes; AI tools and development platforms are actively exploitedAUSTIN, Texas--([B ...

CNBC's Jim Cramer offered a blunt takeaway from Monday's selloff: Artificial intelligence concerns have left the stock market incredibly fragile.After the S&P 500 and Nasdaq each shed more than 1%, the "Mad Money" host urged investors to exercise caution because stocks were "just too easy to take down today." The reason for the early-week downturn was a post from Citrini Research over the weekend — arguing the AI boom could hurt the economy and cause unemployment to shoot up to 10% if white-collar jobs were ...

Core Viewpoint - The launch of Anthropic's AI tool, Claude Code Security, has led to a significant decline in shares of various cybersecurity companies, as investors assess its potential impact on the industry [1]. Group 1: Market Reaction - Shares of CrowdStrike, Datadog, and Zscaler fell approximately 11%, while Fortinet and Okta experienced declines of around 6%. Palo Alto Networks dropped by 3%, and SentinelOne was down by 5% [1]. - The selloff is characterized as a "panic-driven, narrative-led" reaction, according to an analyst from Robert W. Baird [1]. Group 2: Product Features and Limitations - Claude Code Security is designed to detect high-severity vulnerabilities in open-source software repositories and provide patches, but it does not perform real-time security tasks such as detecting live intrusions or stopping ongoing attacks [1]. - Some analysts believe the market's reaction is an overreaction, driven by a simplistic narrative suggesting that AI could replace existing cybersecurity solutions [1]. Group 3: Industry Developments - Nvidia announced a partnership with Akamai, Forescout, Palo Alto Networks, Xage Security, and Siemens to enhance real-time cybersecurity for industrial control systems [1].

providers can't replicate overnight.Analysts like [Dan Ives of Wedbush argue] that AI actually expands CrowdStrike's total addressable market by creating new vulnerabilities that only a comprehensive platform can solve.As AI lowers the barrier for hackers to launch attacks, the need for battle-tested, AI-native solution like Falcon becomes an essential utility rather than a luxury – making CRWD shares all the more attractive as a long-term holding on the current toned down valuation.Related News Stock marke ...

Group 1 - Cybersecurity stocks experienced a significant decline due to concerns over new AI security tools that may disrupt traditional business models in the sector [1][2] - Major cybersecurity companies such as CrowdStrike and Zscaler saw their stock prices drop approximately 9%, while Netskope fell nearly 10% [2] - The iShares Cybersecurity & Tech ETF decreased by nearly 4%, indicating a broader market impact on cybersecurity investments [2] Group 2 - CrowdStrike's CEO George Kurtz emphasized that the new AI tool addresses different cybersecurity issues and does not replace the company's Falcon platform [3] - The introduction of AI tools capable of rapidly creating websites and applications has caused significant concern across the software sector, with cybersecurity being the latest area affected [3] - Other software companies, such as Salesforce and ServiceNow, have also faced substantial declines in their stock values, with Salesforce losing about one-third and ServiceNow dropping more than 34% since the beginning of the year [4]