CrowdStrike's quarter shows AI is a cybersecurity tailwind, not a threat
Reported by CNBC · cnbc.com · August 27, 2026
Earlier this year, the bears thought advances in AI models could disintermediate the cybersecurity sector. So far, they've been proven wrong.
What the tape says
What to watch: Monitor chip inventory cycles — overhang periods precede sharp upside moves in semis.
Market reaction today: $CRWD -0.87%
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