CrowdStrike

CRWD

Market cap $192B

Investors have spent the last two years chasing AI winners such as Nvidia Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT) and Amazon.com, Inc. (NASDAQ:AMZN). But according to Wedbush analyst Dan Ives, another group may be quietly benefiting from the AI revolution: the cybersecurity companies.

Two of the world's largest cybersecurity companies report earnings this week, and Wedbush Securities argues the structural backdrop has rarely been more compelling for the sector's dominant platform players. The core argument is counterintuitive but increasingly accepted among security professionals: artificial intelligence does not reduce the attack surface enterprises need to defend, it expands it dramatically.

CrowdStrike is slated to report its next quarterly earnings after the closing bell on Wednesday, with the cybersecurity stock seen potentially extending its record rally following the results.

Stocks futures are slightly higher to kick off the week as announcements from AI chipmaker Nvidia spark big moves in a number of tech sector shares; Nvidia stock gaining after CEO Jensen Huang delivered a keynote address at a conference in Taiwan; Huang unveiled a new line of AI agent-focused laptops Nvidia is building in partnership with a group of companies, news that sent IBM soaring and Intel sliding; Berkshire Hathaway is acquiring Taylor Morrison Home Corp. in the firm's first big acquisition under CEO Greg Abel; investors are preparing for a busy week of earnings reports and economic data. Here's what you need to know today.

CrowdStrike continues to deliver high revenue growth, but its compound annual growth rates have been decelerating in recent years. The annual recurring revenue growth it is projecting for its fiscal 2027 is pretty normal, and doesn't imply immediate wins from its position in the AI revolution.

Economic releases this week will spotlight employment—in both the JOLTS and the jobs report—and business purchasing activity. Palo Alto, Dollar General, and Lululemon will close out this earnings season.

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Fortinet consistently reports higher total revenue than CrowdStrike throughout the observed periods. CrowdStrike demonstrates steady quarter-over-quarter revenue growth, while Fortinet shows a generally upward trajectory with more quarter-over-quarter volatility.

Even stocks in the beleaguered software industry have been on fire.

AUSTIN, Texas--(BUSINESS WIRE)--CrowdStrike (NASDAQ: CRWD) today announced it has been named a Leader in the 2026 Gartner® Magic Quadrant™ for Endpoint Protection1 for the seventh consecutive time. CrowdStrike was also positioned furthest right for Completeness of Vision and highest for Ability to Execute among all vendors evaluated for the fourth time in a row. CrowdStrike pioneered AI-native endpoint security and is defining the future of AI Detection and Response. AI has triggered an endpoin.