CrowdStrike, Palo Alto gain after Black Hat cyber conference, BTIG lifts targets on AI threat
Reported by Seeking Alpha · seekingalpha.com · August 11, 2026
CrowdStrike (CRWD) and Palo Alto (PANW) hit new highs after Black Hat as analysts cite rising AI-agent threats and lift price targets—see what to do next.
What the tape says
What to watch: AI infrastructure spend continues to concentrate in compute, memory, and power equipment.
Market reaction today: $PANW -1.95%, $CRWD -0.66%
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