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 ...

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]

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 ...

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]

CoreWeave, Inc. (NASDAQ:CRWV) is included in our list of the 12 oversold global stocks to invest in. Strong High-Performance AI Cloud Momentum Holds Investor Confidence in CoreWeave (CRWV) Recently, Cathie Wood’s ARK Invest ETFs continued to expand their stake in CoreWeave Inc. (NASDAQ:CRWV). In its November 25 filings, ARK acquired 396,198 shares worth $28.2 million. This was preceded by previous day’s purchase of 437,345 shares valued at $31.3 million. The bullish activity was also seen on Friday, Nov ...

Core Insights - Marjorie Taylor Greene has achieved significant investment success during her time in Congress, with a stock portfolio increase of 476% since 2021 and a 30.2% return in 2024, outperforming the S&P 500's 24.9% return [3][36] Investment Performance - In 2025, Greene executed 216 trades, with 161 currently profitable, resulting in a 74.5% win rate, and 92 trades gaining over 10% [2] - Greene's stock portfolio is estimated to be worth between $2.6 million and $4 million, reflecting a substantial increase from her initial holdings of approximately $630,000 [4][5][37] Notable Trades - Greene's investment in Advanced Micro Devices (AMD) has been particularly successful, with shares rising over 80% from her initial purchase in April 2025 [8][7] - Her investment in Palantir, made just before a significant government contract announcement, resulted in an 86.5% gain shortly after the purchase [21][22] - Greene's strategic buying during market volatility, such as her purchases around the time of Trump's tariff announcement, exemplifies a "buying the dip" strategy that led to immediate gains [25][27] Sector Focus - Greene has consistently invested in technology stocks, including major players like Tesla, CrowdStrike, and various big tech companies, indicating a focus on sectors with high growth potential [10][16][20] - Her investments in Bitcoin ETFs also highlight a willingness to engage with emerging asset classes, despite the inherent volatility [13][15] Regulatory Scrutiny - Greene's trading activities have drawn criticism and calls for investigation, particularly regarding potential insider trading related to her government position [26][29][30] - The ongoing debate about congressional stock trading practices suggests that her investment strategies may continue to be scrutinized even after her departure from Congress [36][38]

Core Insights - CrowdStrike is experiencing significant momentum due to an increase in AI-driven cyber threats, which is driving demand for advanced cybersecurity solutions [1] - The company has formed new partnerships with major players such as Alphabet's Google Cloud, EY, and CoreWeave, which are expected to enhance its market position and growth potential [1] - Analysts believe that these developments could lead to substantial long-term upside for CrowdStrike's stock [1]

Core Insights - Evercore ISI maintained an In Line rating and a price target of $430 for CrowdStrike Holdings ahead of its fiscal third-quarter report on December 2 [1] - The latest partner survey indicated a more constructive tone with modest improvements in pipeline momentum and growth expectations [1] Adoption and Market Trends - Early signs of increasing adoption of CrowdStrike's Flex product were noted, supported by expanded go-to-market efforts and enhanced rep training incentives [2] - Despite the positive trends, partners reported isolated pockets of customer hesitation, and utilization trends remained mixed but generally aligned with expectations [2] Customer Pricing and Growth Catalysts - Partners were divided on customer acceptance of full list pricing for previously credited products regarding CCP renewals [3] - Platform consolidation is identified as a key growth catalyst, with Charlotte AI and identity security products gaining steady traction [3] - Rising partner interest in CrowdStrike's next-generation SIEM is driven by the appeal of its unified single-agent architecture [3]

Group 1 - Quanta Services (PWR) stock is highlighted as a key investment opportunity, having risen 47% year to date as of Friday [1] - The company specializes in building electric plants and providing services for the power grid, attracting interest from institutional investors [1] - The overall market sentiment is positive, with stocks rising and several companies, including Quanta Services, being in focus for potential buy zones [4] Group 2 - Shopify stock has rebounded and is back in a buy zone after testing a key moving average [2] - Other power stocks have reached new highs, indicating a strong performance in the sector [2] - The AI infrastructure sector continues to see growth, with companies like Quanta Services and CrowdStrike being monitored for investment opportunities [4]