Shares of cybersecurity-related companies are trading higher after IBM's CEO wrote in a shareholder letter that clients faced rapidly evolving, industry-wide cybersecurity concerns in Q2. The comments may support continued demand for cybersecurity solutions amid AI adoption.

VAST Data and CrowdStrike Deliver First-of-Its-Kind Cybersecurity Across the AI Operating System

VAST Data and CrowdStrike announced new integrations bringing enterprise-grade cybersecurity across AI infrastructure, data access, and AI pipelines. The partnership integrates CrowdStrike Falcon sensor natively into VAST's AI Operating System, with planned integrations for Falcon Next-Gen SIEM and Falcon Guardian (AI Detection and Response). Native Falcon sensor support is available today, while SIEM and Guardian integrations are in private preview.

Roth Capital Maintains Buy on CrowdStrike Holdings, Raises Price Target to $220

Roth Capital analyst Taz Koujalgi maintains CrowdStrike Holdings (NASDAQ:CRWD) with a Buy and raises the price target from $200 to $220.

Scotiabank Maintains Sector Outperform on CrowdStrike Holdings, Raises Price Target to $265

AI’s Next Winners? Investor Bets on Snowflake, CrowdStrike and Palantir

Discover why Silvant Capital sees Snowflake, CrowdStrike, and Palantir winning the next wave of the AI boom.

Benzinga Bulls and Bears: Palo Alto, Ciena, Lululemon

Benzinga examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories.

Shares of software companies are trading higher amid sympathy with Snowflake after the company reported better-than-expected Q2 financial results, boosting sentiment across the sector. Falling Treasury yields and Fed's Waller's comments that he is inclined to support holding interest rates steady may also be supporting growth stocks by easing concerns about tighter monetary policy and improving risk appetite.