Group 1 - CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is recognized as one of the 15 stocks predicted by ChatGPT to potentially generate significant wealth in the next five years [1] - ColorTokens has integrated its Xshield Enterprise Microsegmentation Platform with the CrowdStrike Falcon Platform, now available on the CrowdStrike Marketplace [2] - This integration allows customers to utilize CrowdStrike Falcon Firewall Management for microsegmentation without needing additional agents, facilitating faster adoption of Zero Trust strategies [2][3] Group 2 - The integration aims to address deployment challenges and reduce overheads, thereby enhancing security posture and supporting least-privilege access controls essential for Zero Trust [3] - Michael Rogers, VP of Global Alliances at CrowdStrike, emphasized that this integration simplifies the path to Zero Trust and improves security outcomes through the CrowdStrike partner ecosystem [3] - CrowdStrike has shown strong performance in 2025, with a year-to-date stock gain of 30% as of September 15 [3]

当地时间周四，美股三大指数集体高开。 截至发稿，纳斯达克综合指数涨1.00%，再创历史新高。道琼斯指数涨0.34%，标普500指数涨0.63%。 纳斯达克中国金龙指数日内跌幅扩大至2%。 英伟达涨2.7%；英特尔涨超27%，创1987年10月以来最大盘中涨幅；消息面上，英伟达将收购50亿美元 的英特尔股份。 CrowdStrike(CRWD.US)股价走高，截至发稿，该股涨超10%，报491.49美元。该股目前已连续7个交易 日上涨。消息面上，CrowdStrike最新发布Threat AI，这是业内首款智能体化威胁情报系统，旨在实现 最复杂、最耗时情报工作流程的自动化，加速任务完成。此外，CrowdStrike近日获多家大行上调目标 价，其中，瑞穗将其目标价从430美元上调至450美元，杰富瑞将其目标价从500美元上调至515美元， D.A.Davidson将其目标价从490美元上调至515美元，Needham将CrowdStrike的目标价从475美元上调至 535美元。 美股加密货币概念股盘初上扬，Bullish大涨超10%，上市后首份季报扭亏为盈，业绩、指引双双超预 期；BMNR涨超10%，Circl ...

Core Viewpoint - The U.S. stock market opened higher, with the Nasdaq Composite Index reaching a new historical high, while the Nasdaq China Golden Dragon Index experienced a decline [1] Group 1: U.S. Stock Market Performance - The Nasdaq Composite Index rose by 1.00%, setting a new historical high [1] - The Dow Jones Index increased by 0.34%, and the S&P 500 Index rose by 0.63% [1] - The Nasdaq China Golden Dragon Index saw a day-to-day decline of 2% [1] Group 2: Notable Company Performances - Nvidia's stock increased by 2.7%, and Intel's stock surged over 27%, marking the largest intraday gain since October 1987, following Nvidia's announcement to acquire $5 billion worth of Intel shares [1] - CrowdStrike's stock rose over 10%, reaching $491.49, marking its seventh consecutive day of gains, driven by the launch of Threat AI, the industry's first intelligent threat intelligence system [1] - Several major banks raised CrowdStrike's target price, with Mizuho increasing it from $430 to $450, Jefferies from $500 to $515, D.A. Davidson from $490 to $515, and Needham from $475 to $535 [1] Group 3: Cryptocurrency Sector Performance - Cryptocurrency-related stocks saw an initial rise, with Bullish surging over 10% after reporting a profitable quarterly result that exceeded expectations [2] - BMNR increased by over 10%, Circle rose by over 5%, and Robinhood gained over 3% [2]

智通财经APP获悉，周四，CrowdStrike(CRWD.US)股价走高，截至发稿，该股涨超10%，报491.49美 元。该股目前已连续7个交易日上涨。消息面上，CrowdStrike最新发布Threat AI，这是业内首款智能体 化威胁情报系统，旨在实现最复杂、最耗时情报工作流程的自动化，加速任务完成。此外，Crowdstrike 近日获多家大行上调目标价，其中，瑞穗将其目标价从430美元上调至450美元，杰富瑞将其目标价从 500美元上调至515美元，D.A. Davidson将其目标价从490美元上调至515美元，Needham将CrowdStrike的 目标价从475美元上调至535美元。 ...

CrowdStrike(CRWD.US)涨近10%，最高触及489.67美元，创接近两个月以来新高。 消息面上，CrowdStrike最新发布Threat AI，这是业内首款智能体化威胁情报系统，旨在实现最复杂、 最耗时情报工作流程的自动化，加速任务完成。 此外，Crowdstrike近日获多家大行上调目标价，其中，瑞穗将其目标价从430美元上调至450美元，杰富 瑞将其目标价从500美元上调至515美元，D.A. Davidson将其目标价从490美元上调至515美元，Needham 将CrowdStrike的目标价从475美元上调至535美元。(格隆汇) ...

hire 10 10 associates to do that. Now you just it's going to be what what Ver Rubin can do which is the next generation that will matter tremendously. David you know I believe unfettered AI needs to happen so we can see where it can go.There are guard rails obviously but I really like reasoning AI. We don't have it yet. Let's get the opening bell on this week to see real time exchange.The big bowl today, Waterbridge Infrastructure celebrating an IPO at the NASDAQ cyber security software company Net Scope. A ...

We have a lot to discuss and a lot of stock movers for you, Jenny Horn, host of NextGen Investing is with me and we're watching Intel rallying 30% this morning. Tell us the story here. I know with an unsuspecting right now partnership with Nvidia, which is betting pretty big on Intel with this now $5 billion stake and a chip partnership.So the Nvidia stake does follow of course this pretty major investment we've already seen from the US government as they did take a massive stake already in the company but ...

Group 1 - CrowdStrike stock (NASDAQ: CRWD) has experienced six consecutive days of gains, resulting in a cumulative return of 5.2% and a market value increase of approximately $5.8 billion, bringing its total market value to around $111 billion [2][4] - The company announced its goal to reach $20 billion in Annual Recurring Revenue (ARR) by fiscal year 2036, alongside specific financial targets for fiscal year 2027, including over 20% net new ARR growth and a non-GAAP operating margin of 24% or more [3] - The stock is currently 30.2% higher than its value at the end of 2024, contrasting with year-to-date returns of 12.2% for the S&P 500 [4] Group 2 - CrowdStrike offers cloud-based protection for endpoints, cloud workloads, identity, and data through its subscription-based Falcon platform [5] - The recent price target increases from Wall Street analysts have contributed to the stock's rally, indicating rising investor confidence [3][6] - There are currently 33 S&P constituents that have experienced three or more days of consecutive gains, highlighting a broader trend in the market [7]

Group 1 - U.S. stock index futures are all up, with Nasdaq futures rising by 1.13%, S&P 500 futures up by 0.74%, and Dow futures increasing by 0.46% [1] - Major European indices are collectively rising, with Germany's DAX index up by 1.16%, UK's FTSE 100 index up by 0.14%, France's CAC index up by 1.09%, and the Euro Stoxx 50 index up by 1.38% [1] - Nvidia announced a $5 billion investment in Intel but did not grant Intel key chip manufacturing orders [1] - Tesla signed a letter of intent with plant-based pharmaceutical company PharmAGRI for a large order of 10,000 Optimus 3+ humanoid robots [1] - Apple is reportedly in talks with suppliers to trial a foldable iPhone in Taiwan, aiming for mass production in India next year [1] - Meta launched its first Ray-Ban smart glasses with a built-in screen at the Connect conference, priced at $799 [1] - Google and PayPal have established a long-term strategic partnership focused on advancing multiple business solutions [1] - CrowdStrike released the industry's first integrated threat intelligence system, Threat AI [1] Group 2 - The Federal Reserve lowered interest rates by 25 basis points as expected, with the dot plot indicating two more rate cuts this year [1] - Novo Nordisk announced that Ozempic has superior cardiovascular protection efficacy compared to Eli Lilly's older drug Trulicity [1] - Blackstone Group committed to an additional £90 billion investment in the UK, following a previous announcement of a £10 billion investment to build data centers [1] - Roche will acquire biopharmaceutical company 89bio for $3.5 billion, enhancing its position in the weight loss drug market [1] - Electric vehicle manufacturer Rivian is advancing its factory plans in Georgia, targeting production by 2028 [1] - Reddit is in preliminary discussions with Google to negotiate a new content-sharing agreement for greater revenue [1]

Core Insights - CrowdStrike Holdings has provided fiscal 2027 guidance for net new annual recurring revenue (ARR) growth, projecting a reacceleration to 40% or more in the second half of fiscal 2026 and 20% or better in fiscal 2027, which begins in April 2026 [3][4][5] Financial Performance - The company expects total ARR growth of 22% in fiscal 2027, which is two percentage points above consensus estimates, alleviating concerns about high-teens growth in fiscal 2028 [4] - CrowdStrike aims to achieve $10 billion in subscription-based ARR by fiscal 2031 [4] Market Position - CrowdStrike competes in the endpoint security market against companies like Palo Alto Networks, SentinelOne, and Microsoft, focusing on a broad cybersecurity platform that includes threat detection for various digital environments [6] - The company has made strategic acquisitions, including Onum Security and AI security firm Pangea Cyber for $260 million, to enhance its capabilities [8] Stock Performance - CrowdStrike stock rose nearly 5% to above $467 in premarket trading, reflecting a 30% gain in 2025 despite a decline from its peak of $517.98 in early July [7] - The stock has shown signs of recovery, closing above the 50-day line for the first time since July 21, indicating potential early entry points for investors [7] Technical Ratings - CrowdStrike holds a Composite Rating of 83 out of a best-possible 99, indicating strong performance relative to peers [9] - The stock has an Accumulation/Distribution Rating of D-minus, suggesting recent selling pressure [10]