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CrowdStrike plans to capitalize on the phase-out of outdated EDR systems and aims for $20 billion in recurring revenue by 2035, backed by a 48% market share. The company is addressing rising security risks from autonomous AI agents with solutions on the OpenAI Marketplace. At a BNP Paribas investor conference, CrowdStrike reaffirmed its growth targets, while a 120-day analysis by the Super Intelligence Force under Jay Clayton signals potential regulatory pressure. » Altro su finanzen.net

CrowdStrike shares rose about 4% as AI safety warnings from Anthropic and OpenAI executives boosted expectations for higher enterprise security spending. Okta also gained similarly, while Palo Alto Networks posted a smaller increase, signaling investor focus on identity and endpoint providers rather than network security. The move is driven by expectations rather than new results, and analysts say a follow-through in orders or supplier updates will be needed to sustain the rally. » Altro su finance.yahoo.com

After Anthropic CEO Dario Amodei called for slowing AI progress, investors rotated out of chip names and into cybersecurity, lifting CrowdStrike and Palo Alto Networks sharply while chip stocks fell. CrowdStrike CEO George Kurtz argued security must make AI safer rather than slow development, and institutional ownership in both cybersecurity names has risen. Analysts warn the move looks like a narrative-driven rotation rather than fresh demand evidence and say upcoming earnings will show whether AI is driving sustained security spending. » Altro su finance.yahoo.com