AUSTIN, Texas & SALT LAKE CITY--(BUSINESS WIRE)--VAST Forward – Today at VAST Forward 2026, VAST Data, the AI Operating System company, and CrowdStrike (NASDAQ: CRWD) announced a strategic partnership that combines VAST's native data-layer governance and platform-level controls with CrowdStrike's enterprise-grade threat detection and automated response. By integrating these capabilities within the VAST AI Operating System and connecting telemetry with the CrowdStrike Falcon® cybersecurity platf. ...

CUPERTINO, Calif., Feb. 25, 2026 (GLOBE NEWSWIRE) -- Splashtop® today announced an integration with the CrowdStrike Falcon® platform that helps organizations streamline endpoint security operations across Windows environments. Through Splashtop Autonomous Endpoint Management (AEM), organizations can support policy-driven deployment of the Falcon sensor and gain operational visibility, while CrowdStrike delivers AI-native endpoint detection, investigation, and response. Splashtop surfaces high-level endpoint ...

Ira Bodnar, founder of San Francisco–based startup Ryze, said her company's core product was effectively made obsolete overnight following rapid AI breakthroughs by Anthropic and Manus AI.Despite having gained several hundred paying clients in just two months, Ryze found its specialized category redundant due to the AI’s native automation.However, Bodnar remains optimistic about the future, announcing plans to pivot Ryze towards building complex AI workflows for large advertising agencies. Predictions On AI ...

近一个多月以来，Anthropic正在全球软件行业引发一场堪比"雪崩"的连锁反应。 美东时间2月23日，IBM股价收盘暴跌超13%，创下其逾25年来最惨烈的单日跌幅。导火索就是 Anthropic，当日，该公司宣布其旗下工具Claude Code能够对COBOL这一古老的编程语言进行现代化改 造，这种语言要在IBM的大型机上运行。 开年以来，笼罩在AI阴影下的传统软件巨头远不止IBM。从网络安全领域的CrowdStrike、Zscaler，到 SaaS领域的Salesforce、ServiceNow，这些股票均遭遇了不同程度地抛售。行业认为AI正摧毁传统软件 赖以生存的商业模式。 天使投资人、资深人工智能专家郭涛对第一财经记者表示，此前软件股的暴跌，是恐慌情绪与现实竞争 压力的共同结果。"虽然AI工具确实替代了部分传统软件功能，压缩了特定企业的市场空间，但传统软 件仍有不可替代的护城河，只是需主动转型。" 软件股震荡 这一轮软件股震荡始于今年1月，彼时Anthropic推出了Claude大模型的工具Cowork及其行业特定插件， 涵盖法律、金融、销售等领域，该工具将智能体能力扩展至非编程领域，能够处理类似"从 ...

Wall Street Gives CrowdStrike 40% Upside While AI Fears Drive the Selloff - 24/7 Wall St.[S&P 5006,890.40 -0.01%][Dow Jones49,178.40 +0.03%][Nasdaq 10024,976.20 -0.02%][Russell 20002,651.76 +0.00%][FTSE 10010,714.00 +0.29%][Nikkei 22558,082.80 +0.26%][Investing]# Wall Street Gives CrowdStrike 40% Upside While AI Fears Drive the Selloff### Quick ReadCrowdStrike (CRWD) and Cloudflare (NET) dropped nearly 10% after Anthropic released Claude Code Security for vulnerability detection.CrowdStrike posted record $2 ...

Deep-pocketed investors have adopted a bullish approach towards CrowdStrike Holdings (NASDAQ:CRWD), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in CRWD usually suggests something big is about to happen.We gleaned this information from our observations today when Benzinga's options scanner highlighted 15 extraordinary options activities ...

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 ...

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 ...

World shares were mixed Tuesday after U.S. stocks slumped on heavy selling of shares in companies that could be losers in the artificial-intelligence boom.A report by Citrini Research, a New York-based financial services company, that outlined a future scenario in which AI's dominance caused the “human-centric consumer economy,” to wither away with dire consequences for employment, was the latest hit to confidence for companies that might be displaced by fast expanding use of the technology.“Policy response ...

Core Viewpoint - The market's fear regarding AI disrupting the cybersecurity industry is considered overblown, as AI tools currently serve as enhancers rather than replacements for comprehensive cybersecurity platforms [3][6]. Group 1: Market Reaction - Following the launch of Claude Code Security by Anthropic, there was significant sell-off in cybersecurity stocks, with CrowdStrike and Zscaler dropping approximately 10%, Netskope plummeting over 12%, and the Global X cybersecurity ETF reaching its lowest level since November 2023 [1][2]. Group 2: AI's Role in Cybersecurity - AI tools are currently unable to replace complete cybersecurity platforms; instead, they enhance specific tasks such as code scanning [3][4]. - The report emphasizes that while AI can improve efficiency in certain areas, it lacks the capabilities needed for visibility, control, and reliability that comprehensive platforms provide [3][5]. Group 3: Competitive Landscape - Comprehensive platform vendors like CrowdStrike and Palo Alto Networks maintain a strong competitive edge due to their integrated data foundations and detection-response capabilities [3][6]. - Independent vendors focusing on application security, such as Checkmarx and Snyk, may face increased competitive pressure and need to demonstrate their unique value in the AI era [3][4]. Group 4: Limitations of AI Tools - AI tools like Claude are limited to pre-production code analysis and cannot perform essential functions such as real-time monitoring and execution control, which are critical for cybersecurity [5][8]. - The report highlights the fundamental differences between developer tools and runtime security environments, indicating that AI's current limitations prevent it from challenging the core functions of cybersecurity platforms [5][8]. Group 5: Future Outlook - The transformation of the cybersecurity landscape by AI is expected to follow a path similar to that of cloud computing, benefiting comprehensive platform vendors that can integrate vast telemetry data and runtime sensor capabilities [7][8]. - Independent firms in application security may face risks of being partially replaced by AI tools, necessitating a reevaluation of their core value propositions [7][8].