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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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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
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.
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.
The article argues that the current AI buildout, representing the largest industrial expansion since 19th-century railroads, is fundamentally different from the 1990s internet bubble. Unlike the dot-com era where 90% of fiber infrastructure sat unused and 75% of IPOs operated at losses, today's AI companies are profitable, have reasonable valuations, and their hardware is in high demand with premium pricing. This suggests the AI boom has a stronger economic foundation than the internet bubble.
Levie says AI’s biggest opportunities lie in products barely feasible today but transformative as capabilities and computing power advance.
Anthropic, the creator of Claude, the popular AI chatbot, is set to launch its IPO in the coming weeks. Here are the companies to benefit