Nvidia, FAA Join Palantir’s AI Expansion as Cyber Push Takes Off
Palantir expands its AI footprint via new enterprise deployments, a free cybersecurity initiative, and an upgraded sovereign AI partnership with Fujitsu.
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Wipro And CrowdStrike Launch The Chief Information Security Officer Command Center
The CISO Command Center reinforces Wipro’s consulting-led cybersecurity strategy by enablingenterprises to move from tool-driven operations to an enterprise-wide, risk-led operating model.The Center will be
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CrowdStrike vs. OKTA: What Revenue Trends Between These Cybersecurity Giants Tell Investors
CrowdStrike and OKTA both show strong quarter-over-quarter revenue growth driven by increased AI-related cybersecurity demand. CrowdStrike's revenue nearly doubled over eight quarters ($1.0B to $1.5B), significantly outpacing OKTA's steady growth ($665M to $805M). However, OKTA is profitable with a 13% operating margin, while CrowdStrike remains unprofitable at -2%. CrowdStrike commands a premium valuation (P/S ratio of 38) versus OKTA's more reasonable multiple (P/S of 10), making OKTA potentially better value for investors despite CrowdStrike's faster growth trajectory.
Breakfast News: Selling Is an Art. Your Art.
The Motley Fool is selling 15% of its CrowdStrike position, its largest Epic Portfolio holding, due to high valuation (36x forward sales) and a declining Potential Growth Indicator, despite strong Q2 earnings. The company delivered record revenue of $1.47B (+26% YoY), robust cash flow growth, and raised FY2027 guidance. CrowdStrike remains a buy across all Fool services, but the article emphasizes that selling decisions should be based on individual investment plans rather than formulas.
Wipro Announces Renewal Of Digital Workplace Services Contract With ABB; Terms Not Disclosed