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NextDecade Corp. is a development company, which focuses on liquefied natural gas (LNG) export projects and associated pipelines. It develops and manages land-based and floating liquefied natural gas projects in the Gulf Coast with focus on the Rio Grande LNG. The company was founded by Kathleen Eishbrenner in 2010 and is headquartered in Houston, TX.

NextDecade Corporation

NextDecade is currently a focal point for investors as the company makes significant strides in its Rio Grande LNG project, including regulatory progress on expansion trains and major equity investments from institutional partners like Hanwha. While some market participants express caution regarding the project's long-term capital intensity and the timeline to profitability, the community is actively debating the company's potential as a strategic energy infrastructure asset and closely monitoring insider buying activity for signs of confidence.

Intuitive Surgical, Inc. engages in the provision of robotic-assisted surgical solutions and invasive care through a comprehensive ecosystem of products and services. Its products include Da Vinci Surgical and Ion Endoluminal systems. The company was founded by Frederic H. Moll, John Gordon Freund, and Robert G. Younge in November 1995 and is headquartered in Sunnyvale, CA.

Intuitive Surgical Inc

Intuitive Surgical is experiencing significant market interest ahead of its upcoming earnings report, with the community closely watching the da Vinci 5 platform's impact on procedure growth and margin sustainability. Investors are actively debating the stock's valuation and potential upside, with many analyzing the company's competitive moat against tariff pressures and broader sector trends.

United States Commodity Funds LLC - United States Brent Crude Oil Fund

The United States Brent Oil Fund is under intense market scrutiny as investors grapple with escalating geopolitical instability in the Middle East and concerns over global supply chain disruptions. Community discussions are heavily focused on the potential for price volatility linked to supply-demand imbalances, with some traders debating the merits of long positions amid persistent inflationary pressures and broader economic uncertainty.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group is trending as investors grapple with extreme volatility driven by the administration's military maneuvers in Iran, which have sparked intense debate over potential economic impacts, energy sector instability, and the company's long-term viability. Community discourse is highly polarized, with users clashing over the geopolitical strategy, insider selling, and the stock's significant decline toward all-time lows.

Sable Offshore Corp. engages in offshore oil and gas field operations. It focuses on developing the prolific Santa Ynez Unit in federal waters offshore California. The company was founded by James C. Flores on October 16, 2020 and is headquartered in Houston, TX.

Sable Offshore Corp.

Sable Offshore is trending as investors react to the Trump administration's invocation of the Defense Production Act to potentially override California's environmental regulations and expedite the restart of the company's offshore pipeline operations. The community is heavily focused on the stock's significant short interest and the potential for a massive short squeeze, while traders weigh the tension between federal energy-security directives and ongoing state-level legal hurdles.

Stellantis NV engages in the designing, engineering, manufacturing, distributing, and selling of vehicles and components. It offers its products under the Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, Fiat, Jeep, Lancia, Maserati, Opel, Peugeot, Ram Trucks, Vauxhall, Free2move, and Leasys brands. The company was founded on April 1, 2014 and is headquartered in Hoofddorp, the Netherlands.

Stellantis N.V

Stellantis is currently trending due to a major $13 billion investment plan in its U.S. manufacturing operations, which aims to add 5,000 jobs and expand production capacity. Investors are closely scrutinizing this strategic pivot as the company balances this capital-intensive turnaround with ongoing concerns regarding operational execution and recent volume fluctuations.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is currently trending as investors debate the impact of reportedly delayed AI model rollouts, with community sentiment sharply divided between those viewing the pullback as a buying opportunity and others concerned about heavy AI infrastructure spending. Traders are closely monitoring the stock's consolidation around key technical support levels while tracking internal cost-saving initiatives and broader market sensitivity to AI-driven capital expenditure.

Immuneering Corp. operates as a clinical-stage oncology company, which engages in developing medicines for cancer patients. Its pipeline of drug candidates focuses on treating aspects of disease that have eluded conventional approaches, including cancer cachexia and metastasis. The company was founded by Robert J. Carpenter and Benjamin J. Zeskind in 2008 and is headquartered in Cambridge, MA.

Immuneering Corp - Ordinary Shares Class A

Immuneering Corp

Immuneering Corp is capturing significant investor attention as the community anticipates critical 12-month overall survival data for its lead oncology candidate, atebimetinib. The stock is currently trending due to its recent addition to the Nasdaq Biotechnology Index and ongoing discussions regarding its competitive positioning as a potential buyout target, with participants actively debating the strength of its survival metrics compared to other industry players.

InMode Ltd. designs, develops, manufactures and markets minimally-invasive aesthetic medical products. It also designs, develops, manufactures and markets non-invasive medical aesthetic products that target a array of procedures including permanent hair reduction, facial skin rejuvenation, wrinkle reduction, cellulite treatment, skin appearance and texture and superficial benign vascular and pigmented lesions. The company was founded by Moshe Mizrahy and Michael Kreindel on January 2, 2008 and is headquartered in Yokneam, Israel.

Inmode Ltd

InMode (INMD) is trending as shareholders react to the company's decision to launch a significant new share repurchase program, aiming to capitalize on what management perceives as an undervalued share price. The community remains divided, with some investors viewing the buyback as a positive signal of stability and value, while others remain skeptical, citing ongoing concerns about management's communication, the impact of macroeconomic headwinds on aesthetic procedure demand, and the company's strategic outlook.

Monero

Monero (XMR) is currently at the center of a polarizing debate within the crypto community, as bullish sentiment regarding its role as a premier privacy-focused, fungible digital currency clashes with ongoing regulatory concerns and broader market skepticism. Investors are actively debating the long-term impact of its delisting from major centralized exchanges, with proponents viewing this as a sign of true decentralization and resilience while critics question its long-term viability compared to mainstream assets like Bitcoin.

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Beyond Defense: Why Are Cyber ETFs the Hottest War Trade Right Now?

Cyber ETFs like CIBR are gaining traction as the Middle East war fuels demand for digital defense, lifting cybersecurity stocks.

Are Tech ETFs New Safe Haven Amid Iran War?

Iran war volatility lifts oil and rattles stocks. But tech ETFs, powered by AI, cloud and cybersecurity demand, are emerging as surprising defensive plays.

Cyberwarfare Threat Rises: Time to Boost Cybersecurity ETF Exposure?

From AI expansion to cyberwarfare, cybersecurity ETFs may offer a compelling investment opportunity.

Traders work on the floor of the New York Stock Exchange during morning trading on February 20, 2026 in New York City. (Photo by Michael M. Santiago/Getty Images)

AI, Chip Stocks Over Software: Retail Traders Lean More On Semiconductor Plays Amid Tech Selloff

About 42% voted saying that they are buying chip and AI-related stocks in the market downturn, while only 29% revealed they are buying the software dip.

Equity

About 42% voted saying that they are buying chip and AI-related stocks in the market downturn, while only 29% revealed they are buying the software dip.


<ul class="summary-bullets"><li>The company said that its annual recurring revenue grew 24% year-over-year to $5.25 billion as of Jan. 31, 2026.</li><li>CrowdStrike posted diluted net income per share of $1.12, compared to analysts’ expectations of $1.1 per share.&nbsp;</li><li>For the upcoming quarter, the Austin-based company forecast revenues of $1.36 billion to $1.364 billion, compared to a Street expectation of $1.355 billion.</li></ul>CrowdStrike Holdings on Tuesday reported a double beat on its fourth-quarter (Q4) earnings results.The company reported a 23% growth in quarterly revenue to $1.31 billion, compared with Wall Street estimates of $1.30 billion, according to data from Fiscal.ai. CrowdStrike (CRWD) said that subscription revenue in Q4 grew to $1.24 billion, a 23% increase compared to the same quarter in the last year.The company also said that its annual recurring revenue (ARR) grew 24% year-over-year to $5.25 billion as of Jan. 31, 2026, surpassing the $5 billion milestone.CrowdStrike posted diluted net income per share of $1.12, compared to analysts’ expectations of $1.1 per share.Despite the results, the company’s shares were down 0.48% at the time of writing.<h2 class="st-heading-2">CrowdStrike Outlook</h2>For the upcoming quarter, the Austin-based company forecast revenues of $1.36 billion to $1.364 billion, compared to a Street expectation of $1.355 billion. The company expects full-year revenue of $5.87 billion to $5.93 billion.Crowdstrike said it expects ARR to grow to about $5.50 billion in Q1.<h2 class="st-heading-2">Management Commentary</h2>"FY26 will go down in our history books as CrowdStrike's best year yet," said George Kurtz, CrowdStrike's Founder and CEO. "Our record results showcase the durability of our growth and cash flow generation.”Kurtz added that rapid AI adoption by enterprises has made CrowdStrike “mission-critical infrastructure” due to its ability to secure AI across every layer, from GPU to agent to prompt. “The AI revolution is creating a massive growth opportunity for CrowdStrike, one that our technology, team, and ecosystem are well positioned to continue winning,” he added.Meanwhile, Burt Podbere, CrowdStrike's CFO said, "With exceptional momentum across the business and a record Q1 pipeline entering FY27, we have strong conviction to once again raise our FY27 ARR outlook. The AI revolution represents a new, generational growth opportunity for CrowdStrike, and we are confident in our ability to deliver durable, profitable growth as we scale to our goal of $20 billion ending ARR in FY36."<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/CRWD">CRWD shares</a> jumped from ‘bullish’ to ‘extremely bullish’ over the past 24 hours amid ‘high’ message volumes.One bullish user predicted the company’s shares would breach $400 soon. Shares were trading around $391.42 at the time of writing.<stembedurl>https://stocktwits.com/Tammybluntz/message/646493663</stembedurl>&nbsp;Another user called the earnings ‘crazy good,’ adding that the company’s fundamentals were strong.<stembedurl>https://stocktwits.com/TheCoolGuy/message/646489441</stembedurl>&nbsp;A third user touted the company’s strong ARR numbers, saying it was the most important of all.<stembedurl>https://stocktwits.com/crazyaf/message/646491278</stembedurl>&nbsp;Shares of CRWD have risen about 2.27% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The CrowdStrike Holdings, Inc. logo appears on the screen of a smartphone in Reno, United States, on December 1, 2024.

CrowdStrike Posts Double Beat In Q4, ARR Crosses $5 Billion — Retail Predicts Share Price Over $400

Crowdstrike reported a 23% growth in quarterly revenue to $1.31 billion, compared with Wall Street estimates of $1.30 billion, according to data from Fiscal.ai.

<ul class="summary-bullets"><li>For the full fiscal year 2026, Zscaler set a revenue guidance of $3.309 billion to $3.322 billion.</li><li>JPMorgan lowered its price target to $250 from $267 and maintained an ‘Overweight’ rating, according to The Fly.</li><li>Mizuho said the selloff post earnings could be seen as a buying opportunity.</li></ul>Shares of Zscaler (ZS) tumbled 15% on Friday, sinking to their lowest level in more than 30 months, following a string of price target cuts despite the company’s better-than-expected second-quarter print.If the current levels hold at close, <a href="https://stocktwits.com/symbol/ZS">ZS shares</a> would record their steepest intraday slide since September 2024.Zscaler reported a 26% jump in second-quarter (Q2) revenue to $815.8 million, just above Wall Street’s estimates of $815.7 million, according to Fiscal.ai data. Earnings came in at $1.01 per share, beating the $ 0.9-per-share estimate.For the third quarter of fiscal 2026, the company projects revenue of $834 million to $836 million, marking 23% growth, with earnings of $1.00 to $1.01 per share. For the full fiscal year 2026, Zscaler raised its guidance to $3.309 billion to $3.322 billion, up from an earlier guidance of $3.282 billion to $3.301 billion. The company also forecast full-year EPS of $3.99 to $4.02.<h2 class="st-heading-2">JPMorgan Says Zscaler’s Organic ARR Was “A Bit Lighter” Than Expectations</h2>JPMorgan lowered its price target on Zscaler to $250 from $267 and maintained an ‘Overweight’ rating, according to The Fly. The firm said that despite “solid” Q2 results, Zscaler’s organic annual recurring revenue came in “a bit lighter” than expectations. JPMorgan added that the target reduction reflects recent multiple contractions across the peer group.Mizuho lowered Zscaler’s price target to $250 from $265 and kept an ‘Outperform’ rating, adding that the share selloff post earnings could be seen as a buying opportunity.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Despite the sharp selloff, retail sentiment on Stocktwits remained in the ‘extremely bullish’ territory over the past 24 hours. Chatter on the platform grew 500% in 24 hours, as of Friday morning, according to Stocktwits data.<img src="https://news.stocktwits-cdn.com/ZS_jpg_6ec3092475.webp" alt="ZS.jpg">One user said they were buying the dip.<stembedurl>https://stocktwits.com/ItsTheEagle/message/646101851</stembedurl>Another user saw “huge upside going forward.”<stembedurl>https://stocktwits.com/SPG565/message/646035947</stembedurl>Year-to-date, ZS shares have declined more than 37%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/dell-stock-surges-moving-average-quarterly-results/cZTcVoVRIT1">DELL Stock Breaks 100-DMA For First Time In Over Two Months – Here’s Why Analysts Are Bullish</a> For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a Zscaler logo is seen displayed on a smartphone and in the background. 

ZS Stock Tanks To 30-Month Lows: Analysts Slash Target Price, But Retail Wants To Add More

The company posted a 26% growth in second-quarter revenue to $815.8 million, above estimates of $815.7 million, according to Fiscal.ai data.

<ul class="summary-bullets"><li>The report highlights an 89% annual surge in operations tied to AI-enabled actors.&nbsp;</li><li>The average “breakout time” for eCrime incidents dropped to 29 minutes in 2025, with the quickest case unfolding in just 27 seconds.</li><li>The firm recorded a sharp uptick in intrusion speed compared with last year.</li></ul>CrowdStrike Holdings Inc. (CRWD) has issued its 2026 Global Threat Report, warning that artificial intelligence is dramatically speeding up cyberattacks while widening the range of corporate systems vulnerable to intrusion.&nbsp;The cybersecurity firm found that criminals are breaching networks faster than ever, shrinking response windows for security teams across industries.<h2 class="st-heading-2">AI As Both Weapon And Target</h2>The report highlights an 89% annual surge in operations tied to AI-enabled actors.&nbsp;The average “breakout time” for eCrime incidents dropped to 29 minutes in 2025, with the quickest case unfolding in just 27 seconds. Attackers also compromised more than 90 organizations' generative AI platforms, embedding harmful prompts to steal credentials and digital assets.<a href="https://stocktwits.com/symbol/CRWD">CrowdStrike stock</a> inched 0.3% higher in Tuesday’s premarket. On Stocktwits, retail sentiment around the stock changed to ‘extremely bullish’ from ‘bullish’ territory the previous day amid ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_24_053917_png_f5e81f0b99.webp" alt="CRWD’s Sentiment Meter and Message Volume as of 05:45 a.m. ET on Feb. 24, 2026 | Source: Stocktwits" width="930" height="102"><figcaption>CRWD’s Sentiment Meter and Message Volume as of 05:45 a.m. ET on Feb. 24, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Breakout Times Hit Record Lows</h2>The firm recorded a sharp uptick in intrusion speed compared with last year, noting that one breach saw data extraction begin within four minutes of entry.&nbsp;“This is an AI arms race,” said Adam Meyers, head of counter-adversary operations at CrowdStrike. “Adversaries are moving from initial access to lateral movement in minutes. AI is compressing the time between intent and execution while turning enterprise AI systems into targets.”Attackers increasingly exploited previously unknown software flaws, with 42% of vulnerabilities used before public disclosure. Cloud-focused incursions climbed 37% year-on-year.<h2 class="st-heading-2">CRWD Earnings Next Week</h2>CrowdStrike stock dropped over 9% on Monday, after Anthropic introduced a new Claude AI security tool that checks code for weaknesses and recommends specific fixes.&nbsp;The cybersecurity provider is scheduled to report&nbsp;fourth-quarter (Q4) earnings on March 3. Analysts expect a Q4 revenue of $1.29 billion and earnings per share (EPS) of $1.1, according to Fiscal AI data.&nbsp;CRWD stock has declined by more than 10% over the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/lite-stock-heads-for-4th-day-in-green-morgan-stanley-bets-on-ai-optics/cZRvqJuR4z8">LITE Stock Heads For 4th Day In Green: Morgan Stanley Bets On AI Optics, Retail Is Bullish</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The CrowdStrike logo is being displayed on a smartphone in this photo illustration in Brussels, Belgium, on July 19, 2024. 

CrowdStrike Warns AI Is Fueling Faster Cyberattacks – They Can Now Spread In Under 30 Minutes 

The findings come as CRWD heads into Q4 earnings next week amid rising competition in AI security tools.

<ul class="summary-bullets"><li>Last week, Anthropic announced a new AI security feature in Claude, sending cybersecurity stocks down.</li><li>However, Dan Ives, managing director at Wedbush Securities, noted in a social media post that Anthropic’s Claude Security is actually an opportunity for cybersecurity companies.&nbsp;</li><li>CRWD shares have a 12-month average price target of $543.06, based on estimates from 53 analysts, according to Koyfin data.</li></ul>Shares of Crowdstrike Holdings Inc. (CRWD) declined nearly 11% on Monday, extending their fall from last week after Anthropic announced a new security feature in Claude AI to scan code for vulnerabilities and suggest targeted fixes.However, Dan Ives, managing director at Wedbush Securities, noted in a social media post that Anthropic’s Claude Security is actually an opportunity for companies like Crowdstrike, Palo Alto Networks Inc. (PANW), and Zscaler Inc. (ZS).Meanwhile, Stifel lowered its price target on CrowdStrike to $480 from $600 and kept a ‘Buy’ rating on the shares, according to TheFly.<h2 class="st-heading-2">The Claude Opportunity</h2>In a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/DivesTech/status/2025934051350376903">post</a> on X on Monday, Ives said that Anthropic’s code tool that is targeted at the cybersecurity market is a validation of the firm’s thesis that cybersecurity is the next frontier for the AI Revolution.He also added that Claude would not replace security vendors, but would open an opportunity for them. “Based on all checks Claude will not replace vendors….BUT speaks to oppy on doorstep for PANW, CRWD, ZS,” Ives said, essentially dismissing the selloff in the market. &nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_24_at_12_50_48_AM_png_530034726d.webp" alt="Screenshot 2026-02-24 at 12.50.48 AM.png" width="1202" height="412"></figure>&nbsp;Meanwhile, Stifel’s downgrade comes ahead of Crowdstrike’s fiscal fourth-quarter (Q4) earnings expected on March 3. The firm said that after the previous quarter, it surveyed 25 of the company’s resellers about their quarterly results and expectations for the year, with results indicating that the quarter marked a second consecutive period of modest improvement, with a higher share of VARs meeting expectations at the very least.Meanwhile, CRWD shares have a 12-month average price target of $543.06, based on estimates from 53 analysts, according to Koyfin data. Of those covering the stock, 37 have a rating of ‘Buy’ or more or the company’s shares.<h2 class="st-heading-2">What Is Retail Saying?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/CRWD">CRWD shares</a> jumped from ‘bullish’ to ‘extremely bullish’ over the past 24 hours amid ‘extremely high’ message volumes.One bullish user said that more AI would create the need for more cybersecurity.<stembedurl>https://stocktwits.com/drewLA/message/645639672</stembedurl>&nbsp;CRWD stock has declined more than 11% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/nvidia-teams-up-with-top-firms-to-bring-ai-driven-push-to-ot-cybersecurity/cZRtwiMR4yn">Nvidia Teams Up With Top Firms To Bring AI-Driven Push To OT Cybersecurity</a>

CRWD Stock Tumbles In Cybersecurity Rout — What Is Wall Street Saying? 

Stifel lowered its price target on CrowdStrike to $480 from $600 and kept a ‘Buy’ rating on the shares.

CRWD Stock Tumbles In Cybersecurity Rout — What Is Wall Street Saying?

<ul class="summary-bullets"><li>Barclays said that the selloff in the cybersecurity sector after Anthropic’s announcement "seems incongruent," according to TheFly.&nbsp;</li><li>The analyst said that it does not view the code security tool as competition to any of the businesses it covers.</li><li>CRWD stock ended Friday’s trade nearly 8% lower, while OKTA shares declined more than 9%.</li></ul>Shares of cybersecurity companies, including Crowdstrike Holdings Inc. (CRWD), Okta Inc. (OKTA), and Cloudflare Inc. (NET), declined on Friday after Anthropic announced a new security feature in Claude AI.Anthropic said that its Claude Code Security, available in a limited research preview on the web, will scan code for vulnerabilities and suggest targeted fixes for humans to review.CRWD stock ended the day nearly 8% lower, while OKTA shares declined more than 9%. Meanwhile, NET shares were down 8% at close, PANW shares dipped 1.5%, and SailPoint Technologies (SAIL) was down more than 9% at the end of the trading session.Meanwhile, Barclays said that the selloff in the cybersecurity sector after Anthropic’s announcement "seems incongruent," according to TheFly.<h2 class="st-heading-2">Claude Code Security</h2>Anthropic said that its new feature would help security teams detect complex software vulnerabilities and suggest targeted fixes, strengthening defenses against emerging AI-based threats.Claude Code Security would extend beyond rule-based static analysis by reasoning through code like a human researcher to detect complex vulnerabilities, verify findings, prioritize severity, and suggest fixes for human approval, the company said in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.anthropic.com/news/claude-code-security">statement</a>.Analyst Take Barclays said in a note to investors that Anthropic’s new feature "seems like a developer security tool," but added that the selloff in the cybersecurity industry did not make sense.The analyst said that it does not view the code security tool as competition to any of the businesses it covers, including SailPoint, Cloudflare, CrowdStrike, and Palo Alto Networks.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around CRWD, OKTA, and SAIL shares remained in the ‘bullish’ territory over the past 24 hours, while sentiment around <a href="https://stocktwits.com/symbol/PANW">PANW shares</a> was in the ‘extremely bullish’ territory, and for <a href="https://stocktwits.com/symbol/NET">NET shares</a> was in the ‘bearish’ territory.<a href="https://stocktwits.com/symbol/CRWD/">CRWD shares</a> have declined more than 10% in the past year, while <a href="https://stocktwits.com/symbol/OKTA">OKTA shares</a> have dipped more than 21%. Shares of PANW have fallen more than 25%.Meanwhile, the <a href="https://stocktwits.com/symbol/BUG">Global X Cybersecurity ETF</a> (BUG), which tracks security companies across the world, ended Friday’s session nearly 5% lower.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/netlist-bags-federal-circuit-win-rejects-micron-patent-challenge/cZRNkluR4xw">Netlist Bags Federal Circuit Win After Court Rejects Micron’s Patent Challenge</a>

 Cyber Protection Data Security Internet Privacy, Internet and technology concept on virtual screen. 

Why Did CRWD, OKTA, NET, PANW And Other Cyber Security Stocks Fall Today?

Anthropic said that its Claude Code Security, available in limited research preview on the web, will scan code for vulnerabilities, and suggest targeted fixes for humans to review.

<ul class="summary-bullets"><li>The Falcon platform is available immediately on Microsoft Marketplace for those with full Microsoft Azure Consumption Commitment decrement eligibility.</li><li>The marketplace integration will simplify procurement and billing, enabling organizations to deploy CrowdStrike’s Falcon platform faster.</li><li>Customers can speed up protection, apply purchases toward Azure consumption commitments, and streamline operations by consolidating purchasing and billing.</li></ul>CrowdStrike (CRWD) and Microsoft Corp. (MSFT) announced on Wednesday that under a strategic alliance expansion, organizations will be able to purchase CrowdStrike’s Falcon platform through the Microsoft Marketplace.In a joint statement, the companies said that the expanded alliance will allow customers to buy Falcon with existing Microsoft Azure Consumption Commitment funds.The companies said the Falcon platform is available immediately on Microsoft Marketplace for those with full eligibility for the Microsoft Azure Consumption Commitment decrement.<h2 class="st-heading-2">Integration Benefits</h2>The marketplace integration will simplify procurement and billing, enabling organizations to deploy CrowdStrike’s Falcon platform faster across endpoints, cloud workloads, identity, AI, and data, according to the statement.Customers can speed up protection, apply purchases toward Azure consumption commitments, and streamline operations by consolidating purchasing and billing, reducing complexity while improving security deployment efficiency.“Security is the foundation for AI Transformation,” said Judson Althoff, CEO of Microsoft’s commercial business. “By enabling customers to apply their Azure Consumption Commitment in Microsoft Marketplace toward the Falcon platform, we are providing the financial flexibility they need to optimize cloud spend while adopting a rigorous security posture.”Meanwhile, George Kurtz, CEO and founder of CrowdStrike, said, “Adversaries don’t wait for budget cycles, and neither should security teams. By enabling customers to use Azure Consumption Commitment for CrowdStrike, we remove procurement friction and maximize the impact of the cloud investment they already have to stop breaches with the Falcon platform. Through ongoing collaboration with Microsoft, our ecosystem is broadening to meet the market’s broad-based demand for Falcon.”<h2 class="st-heading-2">What Are Stocktwits Users Saying?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/CRWD">CRWD shares</a> improved from ‘bearish’ to ‘neutral’ territory over the past 24 hours amid ‘high’ message volumes.Meanwhile, retail sentiment around <a href="https://stocktwits.com/symbol/MSFT">MSFT shares</a> slipped from ‘neutral’ to ‘bearish’ territory over the same period, even as messages remained in the ‘low’ levels.Shares of CRWD have declined more than 8% in the past year, while MSFT shares have fallen more than 2.5%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/what-is-sending-snap-shares-up-today/cZR0CYCR4vt">What’s Sending SNAP Shares Up Today?</a>

CrowdStrike’s Falcon Platform Goes Live On Microsoft Marketplace

The companies announced on Wednesday that under a strategic alliance expansion, organizations will be able to purchase CrowdStrike’s Falcon platform through the Microsoft Marketplace.

Current Price	$26.53
Prev Close	$26.48
Open	$26.49
Dividend Yield	N/A
50-Day Moving Average	$28.00
Beta	N/A
Avg. Volume	1.52M
PE Ratio	N/A

52-Week High	$37.55
52-Week Low	$23.97
Market Capitalization	N/A
EPS (Annual)	N/A
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