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Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstarts Q3 results are drawing attention, with traders weighing stronger revenue and profitability against a weaker, cautious outlook that many say is driving the selloff. Bullish investors point to operating growth and improving lending activity, while skeptics focus on interest-rate and credit risks and question whether the results can support a sustained recovery.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopifys Q3 results triggered a sharp selloff despite an earnings beat, as traders focused on a slight revenue and GMV shortfall and signs of moderating growth. The community is split between viewing the drop as an overreaction given strong cash generation and calling the stocks valuation too demanding for slower commerce momentum.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Luckins quarterly results are driving discussion: traders welcomed stronger operating profitability and margin expansion, alongside a new share-repurchase authorization, while others focused on the revenue shortfall and still-weak same-store sales. The community is split between seeing improving profitability as a positive and arguing that soft comparable sales and the stocks range-bound trading temper the earnings news.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

A report that nonprofit Usona may have filed an FDA application for psilocybin in major depressive disorder sparked a sharp selloff amid fears of a competitive threat to Compasss COMP360; traders also questioned the reports confirmation and argued that Usonas MDD focus and limited commercial infrastructure differ from Compasss treatment-resistant depression program. The debate is playing out alongside expectations that Compass will complete its own NDA submission soon, with some traders buying the dip and others concerned about competition and managements execution.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantirs earnings beat and raised outlook were followed by a selloff, with traders focused on its premium valuation and slower contract-value growth relative to revenue. The community is split between dip buyers pointing to strong commercial AI adoption and skeptics questioning whether bookings and future growth justify the valuation.

Backblaze, Inc. operates as a cloud provider for businesses and consumers to store, use, and protect their data. The firm provides a foundation for businesses, developers, IT professionals, and individuals to store, backup, and archive data, host content, manage media, and build their applications. It also offers B2 Cloud Storage and Computer Backup services. The company was founded by Timothy Nufire, Gleb Budman, Charles Jones, Kwok Hang Ng, Brian Wilson, Nilay Patel and Damon Uyeda in 2007 and is headquartered in San Francisco, CA.

Backblaze Inc - Ordinary Shares - Class A

Backblazes Q3 results and raised full-year outlook are driving attention, with traders focused on accelerating B2 cloud-storage growth and its potential role in AI infrastructure. The strong results sparked a sharp rally, but the community is split between bullish views on growth and concerns about cash flow, weakening legacy backup, and a post-earnings pullback.

Fiserv, Inc. engages in the provision of financial services technology. It operates through the Merchant and Financial segments. The Merchant segment offers commerce-enabling products and services including merchant acquiring and digital commerce and mobile payment services, and security and fraud protection, stored-value, and pay-by-bank solutions to companies of all sizes. The Financial segment provides products and services such as processing of customer loan and deposit accounts, digital payments, and card transactions to financial institutions and corporate and public sector clients. The company was founded by Leslie M. Muma and George D. Dalton on July 31, 1984 and is headquartered in Milwaukee, WI.

Fiserv, Inc.

Fiservs quarterly results beat expectations and the company reaffirmed its full-year outlook, while a higher cost-savings target and planned buybacks fueled optimism about a turnaround under new leadership. Traders welcomed the rally but debated whether the improvement is enough to overcome lingering concerns about execution and a large impairment charge.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehrs record fiscal Q1 results, strong bookings, and raised FY2027 revenue outlook are driving attention, with traders highlighting accelerating AI-chip testing demand. Reactions are divided: some see the report as a strong growth signal, while others question the valuation and whether gains can hold amid a weak market.

Madrigal Pharmaceuticals, Inc. engages in the development and commercialization of therapeutics for metabolic dysfunction-associated steatohepatitis. The company was founded by Rebecca A. Taub, Frederick Bernard Craves, and Edward Chiang on March 10, 2000 and is headquartered in West Conshohocken, PA.

Madrigal Pharmaceuticals Inc

Madrigals Q3 results and update on Rezdiffras commercial rollout are driving attention, with traders highlighting continued MASH-market growth and the companys move to profitability. The reaction is broadly upbeat about sales momentum, though some are concerned by the lack of guidance and question whether spending is under control.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizers latest quarterly results beat expectations and lifted full-year guidance, with traders highlighting growth in newer launched and acquired products as evidence of progress beyond COVID-related revenue. The reaction is divided: bulls see a stronger turnaround, while skeptics point to flat overall revenue, continuing COVID declines and the patent cliff as reasons for caution.

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Reports that CrowdStrike plans to acquire AI security startups Fiddler AI and Dreadnode, alongside new protections for rogue AI agents, are driving discussion about expanding its Falcon platform. Traders see AI security as a growth opportunity, but debate over the stocks rich valuation and recent weakness tempers the optimism.

CrowdStrike To Reportedly Buy AI Security Startups For $495M, Launches ‘Kill Switch’ For Rogue Agents

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CrowdStrike is expanding its Falcon platform with AI security testing, agent monitoring and new controls to stop unauthorized activity, alongside integrations with Anthropic, AWS and Lovable.

CrowdStrike and Lovable Secure the Next Generation of AI-Built Applications

Fal.Con Europe 2026 -- CrowdStrike (NASDAQ: CRWD) and Lovable today announced a new integration that brings Lovable workspaces into CrowdStrike Falcon Shield, extending security visibility and posture management to AI-built applications. Building on Lovable's existing security capabilities, the...

EY Builds Its Frontier AI and Cyber Resilience Business on CrowdStrike, Commits to Training Cyber Workforce on the Falcon Platform

Fal.Con Europe 2026--CrowdStrike (NASDAQ: CRWD) today announced that EY is building its frontier AI and cyber resilience business on the Falcon platform, across more than 20 EY member firms. EY is backing this strategy in three ways: a significant Falcon Flex commitment to expand its AI-native...

CrowdStrike Announces New Native AI Security Innovations on AWS

Fal.Con Europe 2026 -- CrowdStrike (NASDAQ: CRWD), in collaboration with Amazon Web Services (AWS), today announced new AI and cloud security innovations that extend CrowdStrike protection across AI applications, workloads, and agents on AWS. CrowdStrike is extending Falcon Guardian to Amazon...

CrowdStrike To Buy Dreadnode, Fiddler AI To Boost AI Trust

(RTTNews) - CrowdStrike Holdings, Inc. (CRWD), a cybersecurity company, said on Tuesday that it has inked a deal to acquire Dreadnode, an automated AI security testing company...

CrowdStrike Extends Anthropics Claude Cowork Enterprise AI Adoption with Falcon Guardian Protection

Fal.Con Europe 2026 CrowdStrike (NASDAQ: CRWD) today announced it is bringing Falcon Guardian AI Detection and Response (AIDR) natively into Anthropic's Claude Cowork. Delivered in partnership with Anthropic in response to enterprise customer demand, the integration extends Falcon protection to AI...

CrowdStrike to Acquire Dreadnode to Advance AI Trust and Deliver Automated AI Security Testing for the Agentic Enterprise

Fal.Con Europe 2026--CrowdStrike (NASDAQ: CRWD) today announced it has signed a definitive agreement to acquire Dreadnode, a leader in Automated AI Security Testing. Dreadnode will extend the Falcon platform to continuously test every AI model, application, and agent for security weaknesses before...

CrowdStrike Delivers AI Security and Safety for the Enterprise

Fal.Con Europe 2026 -- CrowdStrike (NASDAQ: CRWD) today announced a new AI Kill Switch in Falcon Guardian and innovations to secure AI agents at every control point. Coupled with its intended acquisition of Fiddler AI, a leader in AI agent observability, CrowdStrike will deliver the industrys...

CrowdStrike to Acquire Fiddler to Deliver Agent Observability for AI Trust

Fal.Con Europe 2026-- CrowdStrike (NASDAQ: CRWD) today announced it has signed a definitive agreement to acquire Fiddler AI, a leader in AI agent observability and explainability. Fiddler will bring pre-deployment evaluation, continuous behavioral accountability, and agent explainability to the...

CrowdStrike Introduces the AI Kill Switch for AI Safety

Fal.Con Europe 2026 -- CrowdStrike (NASDAQ: CRWD) today announced the AI Kill Switch in Falcon Guardian, giving security teams the ultimate human control over AI agents. If an agent breaks out of its intended behavior, a defender can terminate it where it runs, block it from launching again, and...

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Bearish Sentiment

<ul class="summary-bullets"><li>Both acquisitions are expected to close in CrowdStrike's fiscal fourth quarter of 2027, when their planned Falcon capabilities are also scheduled for general availability.</li><li>Its new AI Kill Switch, available now, allows security teams to stop rogue agents through gateway controls, block relaunches, and cut off network access.</li><li>CrowdStrike also partnered with Lovable to bring AI-built application visibility into Falcon Shield.</li></ul>CrowdStrike (CRWD) on Tuesday announced agreements to acquire AI security startups Fiddler AI and Dreadnode, alongside a new AI Kill Switch designed to stop rogue artificial intelligence (AI) agents.The acquisitions are valued at a combined $495 million, with around $400 million for Fiddler and $95 million for Dreadnode, according to The Wall Street Journal. CrowdStrike did not disclose the acquisition values in its official announcements.The company said both transactions would be funded primarily with cash, with a portion delivered in stock, and are expected to close in its fiscal fourth quarter of 2027.At the time of this writing, <a href="https://stocktwits.com/symbol/CRWD">CRWD stock</a> was up over 1% in the premarket session.<h2 class="st-heading-2">What Fiddler And Dreadnode Bring To Falcon</h2>According to CrowdStrike's acquisition releases, Fiddler will add monitoring and explainability capabilities to Falcon, allowing enterprises to trace AI agents' decisions, tool usage, and behavior.The technology will be offered as Falcon Observe, enabling companies to evaluate agents before deployment, detect unintended actions during operation, and maintain audit records. General availability is planned for the fourth quarter of fiscal 2027.Dreadnode, meanwhile, will bring automated security testing of AI models, applications and agents before deployment.CrowdStrike said Dreadnode uses more than 100 known AI attack strategies, including prompt injection and jailbreaks, to identify weaknesses. Its findings will also feed into Falcon Guardian as security policy recommendations.The automated testing capabilities are likewise expected to become generally available in the fourth quarter of fiscal 2027.<h2 class="st-heading-2">CrowdStrike Introduces AI Kill Switch</h2>CrowdStrike also announced an ‘AI Kill Switch’ within Falcon Guardian, giving authorized security administrators control over AI agents that act outside their intended instructions.According to the company's release, the feature can stop AI agents through gateway controls, prevent them from relaunching, and revoke their access to the enterprise network. Direct termination on endpoints is planned for a later release.The Kill Switch is available now, with administrator-triggered actions recorded in audit logs, the company said.<h2 class="st-heading-2">CrowdStrike Expands AI Security Integrations</h2>CrowdStrike also announced an integration with Anthropic's Claude Cowork, bringing Falcon Guardian protection directly into its execution environment to detect threats and potential data exfiltration.Separately, the company announced new Amazon Web Services (AWS) integrations, including Falcon Guardian protection through Amazon Bedrock AgentCore Guardrails, targeting prompt injection and sensitive-data leakage.CrowdStrike also partnered with Lovable to bring AI-built application visibility into Falcon Shield, helping security teams identify publicly accessible applications, sensitive-data risks and access permissions.<h2 class="st-heading-2">Retail Investors’ Sentiment Around CRWD Stock</h2>Despite Deutsche Bank's view that the market has yet to fully appreciate AI's potential to expand the cybersecurity market, and its assessment of CrowdStrike as an industry leader, retail investors’ sentiment around CRWD stock remained ‘bearish’ on Stocktwits.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_11_03_164035_c8a0127360.png" alt="Screenshot 2026-11-03 164035.png" width="791" height="417"><figcaption>CRWD stock retail sentiment on November 3, as of 05:30 a.m. ET | Source: Stocktwits</figcaption></figure>So far this year, CrowdStrike share price has more than doubled, surging over 113%. By comparison, the First Trust NASDAQ Cybersecurity ETF (<a href="https://stocktwits.com/symbol/CIBR">CIBR</a>) and the State Street Technology Select Sector SPDR ETF (<a href="https://stocktwits.com/symbol/XLK">XLK</a>), which hold the stock, have risen nearly 37% and 21%, respectively, over this period.See Also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-s-2027-i-phone-growth-to-come-almost-entirely-from-higher-prices-morningstar-says-sees-flat-unit-sales/cNGXbavR95j">Apple’s 2027 iPhone Growth To Come Almost Entirely From Higher Prices, Morningstar Says — Sees Flat Unit Sales</a>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 (CRWD) on Tuesday announced agreements to acquire AI security startups Fiddler AI and Dreadnode, alongside a new AI Kill Switch designed to stop rogue artificial intelligence (AI) agents.

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Crowdstrike Holdings Inc

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$CRWD

$PANW

$NET

Cybersecurity is one of the market's most crowded trades right now, and $CRWD, $PANW, $NET, and $ZS each represent a different bet on where the next leg of growth comes from. If you had to put your money behind just one for the next 12 months, which are you choosing? Explain your reasoning in the comments.

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Current Price	$241.81
Prev Close	$250.43
Open	$253.00
Dividend Yield	0.00%
50-Day Moving Average	$241.25
Beta	1.62
Avg. Volume	8.76M
PE Ratio	6,773.39

52-Week High	$286.99
52-Week Low	$85.68
Market Capitalization	$247.6B
EPS (Annual)	-$0.1621
Price to Book	48.53
Revenue Per Employee	$449,804.17

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