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Shares of CrowdStrike jumped about 15% after high-profile AI leaders, including Anthropic CEO Dario Amodei, urged a slowdown in AI development, highlighting risks such as loss of control, misuse for cyberattacks and other threats. Frontier models like Anthropic's Claude Mythos preview exposed thousands of vulnerabilities, reinforcing demand for AI-driven cybersecurity and CrowdStrike's endpoint and threat response services. Despite a rich valuation of about 148 times next year's earnings, the company posted one of its strongest quarters, supporting investor optimism. » Altro su finance.yahoo.com

Nvidia CEO Jensen Huang argues AI will make cybersecurity a continuous, compute‑intensive workload and a major new market. CrowdStrike's cloud‑native Falcon platform, broad module adoption and $5.5bn ARR position it to capture AI‑driven security demand. The company reports strong ARR growth and cross‑sell metrics, but its stock trades at a rich forward multiple after a recent 4‑for‑1 split. » Altro su finance.yahoo.com

CrowdStrike said AI is accelerating changes in cybersecurity and creating new demand for its platform as attacks become faster and more automated. CEO George Kurtz showcased new products such as Falcon Guardian, SafeMind and AI Gateway, emphasized the company’s 10-year data advantage and the use of open-weight models. The usage-based Flex model reached a contract volume of $2.3 billion and, according to CrowdStrike, is gaining significant traction with customers. The company expects agent-based detection and response (AIDR) to become the new security standard and predicts continued market growth for its offerings. » Altro su de.investing.com