Airbus has fixed most of its jets affected by a software glitch after a technical problem grounded thousands of its planes, but its shares tumbled on Monday after it discovered a separate issue with its fuselage panels.Airlines around the world cancelled and delayed flights over the weekend after the French plane manufacturer ordered immediate repairs to 6,000 of its A320 family of jets, more than half of its global fleet.Airbus said on Friday that analysis of a recent incident had revealed “intense solar r ...

CrowdStrike remains one of the easiest ways to profit from this secular trend.The cybersecurity industry is evergreen because most companies won't shut off their digital defenses just to save a few dollars. It can be tougher to land large contracts during economic downturns, but the top cybersecurity companies can usually offset that pressure by generating stable recurring revenue from their existing customers.That market should continue to expand as more frequent, complex, and devastating cyberattacks driv ...

Sands Capital, an investment management company, released its Q3 2025 investor letter for the “Sands Capital Technology Innovators Fund.” A copy of the letter can be downloaded here. Technology Innovators focus on pioneering businesses worldwide that serve as key drivers or beneficiaries of significant, long-term technological changes. The fund returned 8.4% (net) in the third quarter compared to a 12.5% return for the benchmark, MSCI ACWI Info Tech and Communication Services Index. Despite concentrated lea ...

Group 1: CrowdStrike Holdings, Inc. - CrowdStrike is set to report its third-quarter earnings on December 2, with analysts expecting earnings of 94 cents per share, an increase from 93 cents per share in the same period last year [1] - The consensus estimate for CrowdStrike's quarterly revenue is $1.22 billion, up from $1.01 billion a year earlier [2] - CrowdStrike shares gained 1.5% to close at $509.16 on Friday [7] Group 2: Global X Cybersecurity ETF - The Global X Cybersecurity ETF is considered a good entry point for investors lacking cybersecurity exposure [2] - The ETF gained 1% during the session [7] Group 3: Amazon.com, Inc. - Amazon has been selected as a final trade by an investment strategist, indicating positive sentiment towards the company [3] - Amazon, in collaboration with Alphabet Inc.'s Google, launched a new multicloud networking service to enhance reliable connectivity, allowing customers to establish private, high-speed links between their platforms quickly [4] - Amazon shares rose 1.8% to settle at $233.22 on Friday [7] Group 4: Prologis, Inc. - Prologis, a REIT with a relationship with Amazon, was highlighted by an investment director, suggesting its relevance in the current market [5] - Scotiabank analyst maintained Prologis with a Sector Perform rating and raised the price target from $127 to $133 [5] - Prologis shares rose 0.3% to close at $128.53 during the session [7]

Dec 1, 2025 8:04 AM Eastern Standard Time CrowdStrike Stops Cloud Attacks in Seconds with Real-Time Cloud Detection and Response Innovations Share New real-time detection engine, cloud Indicators of Attack, and automated response actions give SOC teams real-time protection at machine speed AUSTIN, Texas & LAS VEGAS--(BUSINESS WIRE)--AWS re:Invent 2025 --CrowdStrike (NASDAQ: CRWD) today unveiled new Cloud Detection and Response (CDR) innovations, advancing real-time protection across hybrid and multi-cloud e ...

Core Insights - CrowdStrike has been recognized as an inaugural AWS Agentic AI Specialization Partner, highlighting its expertise in securing and operationalizing intelligent AI systems at scale [1][2] - The collaboration aims to transform cybersecurity operations by integrating human expertise with intelligent AI agents to enhance breach prevention and secure autonomous systems [2][4] Group 1: Operationalizing Security Agents - CrowdStrike is transitioning security analysts from alert handlers to orchestrators within the agentic Security Operations Center (SOC), where intelligent agents handle time-consuming tasks [3] - The company is enhancing protection for the entire AI lifecycle for customers using AWS, focusing on securing AI applications, services, and large language models [3] - CrowdStrike's acquisition of Pangea allows it to secure the interaction layer of AI systems, providing the industry's first complete AI Detection and Response (AIDR) solution [3] Group 2: Agentic Security Platform - The Agentic Security Platform offers a rich AI-ready data layer, providing complete environmental context and making signals actionable for both agents and analysts [5] - The platform includes the Agentic Security Workforce, which features mission-ready agents trained on real human expertise and response actions [5] - Charlotte AI AgentWorks enables organizations to build and customize their own agents without coding, while Charlotte Agentic SOAR orchestrates collaboration among various agents [5] Group 3: Future of Agentic AI - CrowdStrike emphasizes that secure AI is essential for scaling operations with confidence and trust, enabling customers to innovate safely and efficiently [4] - The partnership with AWS is focused on operationalizing and securing the future of agentic AI, allowing customers to build, deploy, and scale autonomous systems in the cloud [4]

Earnings season is starting to wind down but we still have some big names due to report Q3 numbers. This week, we have Salesforce (CRM), Crowdstrike (CRWD), Marvell Technologies (MRVL), Snowflake (SNOW), Dollar Tree (DLTR) and Dollar General (DG) all set to report. More News from Barchart Before a company reports earnings, implied volatility is usually high because the market is unsure about the outcome of the report. Speculators and hedgers create huge demand for the company’s options which increases t ...

CrowdStrike Holdings Inc (NASDAQ:CRWD) CEO George Kurtz once revealed that the company's rise to a cybersecurity giant began with decisions that, at the time, most of the industry thought were reckless.Banks Didn't Trust The CloudIn a November 2022 conversation, Kurtz told Ryan Limaye, from Goldman Sachs, that when he founded CrowdStrike in 2011, the idea of delivering security from the cloud was viewed as risky, especially by major banks.He recalled walking into firms like Goldman Sachs and hearing immedia ...

整理 | 苏宓 出品 | CSDN（ID：CSDNnews） 近年来，员工因为各种原因"报复公司"的事情屡见不鲜，有的删库跑路，有的偷偷改权限，还有的干脆在代码中"投毒"。即便诸多公司严格执 行"最小权限"原则，有时候仍是防不胜防。 如今，就连网络安全界巨头 CrowdStrike 也没能幸免。要知道平日里，CrowdStrike 可是保护着数百家企业免受黑客攻击，入侵检测、威胁情 报样样齐全。 可就是在这些严密的系统背后，一名员工悄悄把内部系统电脑的屏幕截图交给了黑客，还收了 25,000 美元"报酬"，导致这家以安全性闻名的公 司 在了自家员工身上摔了跟头。 针对这件事，CrowdStrike 已经证实事件属实，并对该员工进行了解雇，同时正在追究后续责任。 乍一看，完全像是一次成功的入侵现场。 对此，黑客们自己的说法是，这些截图证明了他们利用第三方供应商 Gainsight（通常用于客户管理）渗透进入了 CrowdStrike 内部系统，也 把这次包装成了又一次成功的供应链攻击事件。 " 黑客攻击 " 演变为 " 内鬼泄密 " 事件 要论事情究竟是为何以及如何发生的，一切的根源还要从上周四谈起。当时一个名 ...

Core Insights - Cybersecurity is poised to become the next significant opportunity in the AI sector, potentially leading to long-term outperformance for cybersecurity stocks [1] - The rise of AI has enabled cybercriminals to launch more sophisticated and automated attacks, increasing the demand for cybersecurity solutions [3][4] - The integration of physical AI, such as autonomous vehicles and robots, presents new vulnerabilities that cybersecurity companies must address [6][7] Group 1: Cybersecurity Market Dynamics - The influx of cyberattacks will enhance the value of cybersecurity software, as businesses seek to protect sensitive information [3] - Cybersecurity companies generate annual recurring revenue through subscription models, leading to predictable cash flow and growth [9][10] - Companies like CrowdStrike and Palo Alto Networks have reported significant year-over-year increases in annual recurring revenue, indicating strong market demand [11] Group 2: Investment Opportunities - The growth of physical AI technologies creates additional revenue opportunities for cybersecurity firms as they develop solutions to protect these systems [8][12] - The current valuations of cybersecurity stocks are high, necessitating continued growth, which may be driven by advancements in AI [12] - As the AI landscape evolves, the digital infrastructure of cybersecurity companies will become increasingly valuable, particularly in safeguarding autonomous technologies [13]