CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the AI Stocks Making Big Moves on Wall Street. On September 18, Jefferies analyst Joseph Gallo raised the price target on the stock to $515.00 (from $500.00) while maintaining a Buy rating. The rating affirmation follows Jefferies attendance at CrowdStrike’s Fal.Con conference and investor briefing where the firm recapped how Crowdstrike focused on its expanding product portfolio in artificial intelligence and identity security. Jefferies believes the st ...

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the Must-Watch AI Stocks on Wall Street. On September 18, Mizuho analyst Gregg Moskowitz raised the price target on the stock to $475.00 (from $450.00) while maintaining a Neutral rating. The price target raise follows Day 2 of CrowdStrike’s annual user conference, Fal.Con 2025, and its investor meeting in Las Vegas. Firm analysts noted how the conference proved to be “relatively uneventful,” but the investor meeting brought in significant news regarding ...

Group 1: Market Overview - The US equity indexes fell into bear market territory following the Trump Administration's tariffs, particularly affecting tech stocks [1] - Despite predictions of a significant market correction, the stock market has experienced a strong recovery, with the Nasdaq 100 Index rising 29% from its lows [1] Group 2: Nvidia's Investment - Nvidia announced a $100 billion investment in OpenAI to provide 10GW of computing capacity, marking it as the largest infrastructure project in history [2] - Nvidia's investment in Intel amounts to $5 billion, leading to a more than 20% increase in Intel's stock price, revitalizing the company amid competition from AMD and Nvidia [4] Group 3: Apple Performance - Apple has seen a strong rally in its stock due to tariff exemptions and a partnership with OpenAI to integrate ChatGPT into its operating systems [3] - T-Mobile reported its biggest weekend ever for iPhone sales, with 75% of sales attributed to the higher-end iPhone Pro and Pro Max models [3] Group 4: CrowdStrike's Growth - CrowdStrike reported a record-breaking second quarter with significant revenue and Annual Recurring Revenue (ARR) growth, projecting $20 billion in ARR by the end of the decade [6] - The company utilizes AI to enhance cybersecurity, detecting and preventing malware and ransomware effectively [5]

Core Insights - SentinelOne, Inc. and CrowdStrike Holdings Inc. are identified as promising investments in the cybersecurity sector with potential to outperform the S&P 500 [1] - The focus is on companies with a market capitalization of less than $10 billion, which are expected to have significant growth opportunities [1] - A long-term investment perspective is emphasized, aiming for substantial returns through capital compounding [1] Investment Strategy - The investment approach is primarily conservative, with occasional pursuit of high-risk, high-reward opportunities [1] - The strategy includes careful consideration of risk-reward ratios to maintain overall portfolio stability [1] - The goal is to achieve a compound annual growth rate that could potentially deliver tenfold returns or greater [1]

Core Insights - Telos Corporation has secured a $2.2 million contract with a U.S. federal agency to implement its Xacta cyber governance, risk, and compliance platform [1] - The contract emphasizes the growing adoption of Telos solutions by federal agencies aiming to reduce compliance costs and enhance security operations [3][4] Group 1: Contract Details - The federal agency will utilize Xacta's capabilities within the Telos FedRAMP High environment to manage complex compliance requirements [2] - The agency will benefit from premium support services and the full suite of Xacta capabilities, which will help reduce manual workloads and improve security oversight [2] Group 2: Strategic Implications - This contract signifies Telos' expanding presence in the government sector and aligns with the company's strategy to provide scalable compliance solutions to both government and commercial clients [4] - The award reflects the trust federal agencies have in Xacta to fulfill critical compliance and cybersecurity needs, highlighting the increasing demand for automation in compliance processes [4]

Joining me now for a look across the cyber security space and beyond is Steve Kanig, US head of technology research, McQuary US Equity Research. Steve, thank you so much for joining us here at the big board. Good morning, Diane.Thanks for having us. It's good to see you. All right.Um, it feels like we are in such a different place than we were a little more than a year ago with a crowd strike. So, how would you describe just where things stand now and kind of this current state of affairs. Well, we certain ...

Core Insights - Cybersecurity is increasingly in the spotlight as hackers become more daring and ambitious in their targets, which include well-known companies behind various goods [1] Industry Summary - The rise in cyberattacks highlights the growing importance of cybersecurity measures across industries, as companies face heightened risks from sophisticated hacking attempts [1] - Familiar companies are becoming prime targets for hackers, indicating a shift in the landscape of cybersecurity threats [1]

Core Insights - 01 Quantum Inc. is hosting a Crypto Treasury Summit at TOKEN2049 in Singapore on September 30, 2025, focusing on digital asset strategies for public companies [1][2] - The summit will feature discussions on the risks posed by quantum computing to current cryptographic systems and the need for organizations to adapt [3] - qLABS, co-hosting the event, emphasizes the importance of quantum-resilient solutions for managing substantial institutional crypto holdings [2][3] Event Details - The summit will provide insights into treasury management frameworks, security and compliance requirements, and investment trends in digital assets [4][5] - It aims to facilitate networking among leaders in the crypto treasury space, offering competitive intelligence typically reserved for executive briefings [4] - The event will take place at the Mandarin Oriental Singapore and includes an invite-only VIP dinner [7] Company Background - 01 Quantum is recognized for its innovative work in post-quantum cybersecurity, particularly with its IronCAP™ product line, which is patent-protected in the U.S. [8] - qLABS is the first quantum-native crypto foundation, focusing on developing blockchain solutions resistant to quantum computing threats [5][8]

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Core Insights - Krown Technologies and Quantum eMotion have successfully developed the Qastle Quantum-Safe Hot Wallet, marking a significant advancement in securing cryptocurrencies against current cyber threats and future quantum computing risks [1][3]. Group 1: Product Development - The Qastle Wallet integrates QeM's patented ultrafast Quantum Random Number Generator (QRNG) technology with Krown's blockchain security architecture, ensuring the generation of strong cryptographic keys resistant to both classical and quantum attacks [2]. - The wallet employs post-quantum encryption protocols, providing enhanced protection for digital assets during real-time transactions [2]. Group 2: Market Context - The global crypto wallet market was valued at USD 3.2 billion in 2024 and is projected to reach USD 33.6 billion by 2033, with a compound annual growth rate (CAGR) of nearly 30% [5]. - Hot wallets represent over half of this market, with revenues expected to grow from USD 1.5 billion in 2024 to over USD 5 billion by 2033, highlighting a significant opportunity for secure, quantum-safe solutions [5][6]. Group 3: Industry Challenges - Current blockchain networks rely on public key cryptography, which is vulnerable to quantum computing threats, necessitating a shift to quantum-safe encryption and true entropy generation to protect digital assets [4]. - Analysts warn of potential "harvest now, decrypt later" attacks, where encrypted data is captured today for future decryption when quantum computers become powerful enough [4].