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

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

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.

Founder-Led Companies That Are Redefining Technology and Growth

The article examines founder-led companies, which represent about 11% of large-cap U.S. companies but comprise nearly 15% of the S&P 500's market capitalization. Founder-led businesses have historically delivered stronger returns (25% annually over the past decade vs. 14% for the S&P 500). Five companies highlighted as appealing founder-run stocks are NVIDIA, Amazon, Palantir Technologies, Dell Technologies, and Fortinet, all positioned to benefit from AI infrastructure demand, cloud expansion, and cybersecurity growth.

Shares of software companies are trading lower after August's hotter-than-expected payrolls report increased expectations that the Federal Reserve could raise interest rates at its next meeting. A stronger U.S. dollar and higher rate expectations are weighing on growth stocks by reducing investor appetite for higher-risk assets.