CUPERTINO, Calif., Feb. 25, 2026 (GLOBE NEWSWIRE) -- Splashtop® today announced an integration with the CrowdStrike Falcon® platform that helps organizations streamline endpoint security operations across Windows environments. Through Splashtop Autonomous Endpoint Management (AEM), organizations can support policy-driven deployment of the Falcon sensor and gain operational visibility, while CrowdStrike delivers AI-native endpoint detection, investigation, and response. Splashtop surfaces high-level endpoint ...

Group 1: AI Impact on Industries - Investors are increasingly concerned that rapid advancements in AI could significantly impact the business models of iconic S&P 500 companies, leading to a broader sell-off across various industries [1][2] - The phenomenon has been termed the "AI Scare Trade," with fears of job losses in middle-class, white-collar sectors due to automation [2] Group 2: Software Sector - The initial signs of market disruption appeared in the enterprise software sector, where concerns arose that AI tools from companies like Anthropic could diminish the need for traditional data analytics and research services [4] - Major software companies have seen significant stock declines, with Salesforce down nearly 30%, Adobe dropping 25%, and ServiceNow also declining by 30% year to date [5] - The Tech-Software Sector ETF remains down 26% year to date, despite Anthropic's announcement of new software partnerships [6] Group 3: Cybersecurity Sector - Cybersecurity firms have also been affected, particularly after Anthropic introduced a new security tool, leading to declines in shares of CrowdStrike, Zscaler, and Cloudflare [8]

The latest artificial intelligence (AI) models are capable enough that it's fair to wonder whether they can begin to threaten, or even outright replace, many of the traditional software products out there. Many of the software-as-a-service (SaaS) stocks were market darlings for years due to their exceptional margins and growth. AI hasn't meaningfully impacted many software companies yet, but recent demonstrations by Anthropic's Claude are impressive enough to wonder about the coming years. Where to inves ...

Ira Bodnar, founder of San Francisco–based startup Ryze, said her company's core product was effectively made obsolete overnight following rapid AI breakthroughs by Anthropic and Manus AI.Despite having gained several hundred paying clients in just two months, Ryze found its specialized category redundant due to the AI’s native automation.However, Bodnar remains optimistic about the future, announcing plans to pivot Ryze towards building complex AI workflows for large advertising agencies. Predictions On AI ...

作者：Kevin McLaughlin、Aaron Holmes、Nick Wingfield AI 智能体将如何冲击软件行业，这一不确定性正在让投资者对行业未来产生疑虑。某软件高管近期的 表态，揭示了企业在应对外部 AI 智能体疯狂攫取数据时，可能采取的一种应对方式。 本月早些时候，在软件公司 HubSpot 的投资者电话会议上，一位华尔街分析师向 CEO Yamini Rangan 提出了一个几乎所有密切关注软件行业的人都在思考的问题： 如果客户使用 AI 智能体，从 HubSpot 的客户管理软件中提取数据，并用其他厂商的 AI 进行分析， HubSpot 打算如何应对？ "我们会监控、计量，并将其商业化变现。" Rangan 回应道。"我们的平台…… 在设计上是开放的，但我们不是供所有人随意提取信息的免费数据管 道。" Rangan 的表态，暗示了软件高管们为抵御外部智能体掠夺数据可能采取的策略。这意味着其公司可能 围绕客户数据设立收费关卡，与过去大多数软件公司允许应用间数据自由流通的模式形成鲜明反差。 在其他案例中，软件高管们也越来越多地强调：允许智能体访问敏感企业数据和应用，会带来安全风 险。 一 ...

Wall Street Gives CrowdStrike 40% Upside While AI Fears Drive the Selloff - 24/7 Wall St.[S&P 5006,890.40 -0.01%][Dow Jones49,178.40 +0.03%][Nasdaq 10024,976.20 -0.02%][Russell 20002,651.76 +0.00%][FTSE 10010,714.00 +0.29%][Nikkei 22558,082.80 +0.26%][Investing]# Wall Street Gives CrowdStrike 40% Upside While AI Fears Drive the Selloff### Quick ReadCrowdStrike (CRWD) and Cloudflare (NET) dropped nearly 10% after Anthropic released Claude Code Security for vulnerability detection.CrowdStrike posted record $2 ...

Quick Read CrowdStrike (CRWD) posted $265M in net new ARR with 73% year-over-year growth following the July 2024 outage. Palo Alto (PANW) reported $2.50B Q1 revenue up 16%. Next-Gen Security ARR reached $5.9B up 29%. CrowdStrike trades at 103x forward earnings without GAAP profitability. Palo Alto trades at 55x with GAAP profits. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. Both CrowdStrike (NAS ...

Deep-pocketed investors have adopted a bullish approach towards CrowdStrike Holdings (NASDAQ:CRWD), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in CRWD usually suggests something big is about to happen.We gleaned this information from our observations today when Benzinga's options scanner highlighted 15 extraordinary options activities ...

If anything, I think it's clear that this software apocalypse is coming for everyone in SaaS. Not content to only disrupt the work management, financial services/analytics firms, etc., Anthropic ( ANTHRO ) now targetsJR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities supported by robust price actio ...

On February 23, 2026, shares of major Claude Code Security by Anthropic. CrowdStrike, Datadog and Zscaler fell 11%, while Fortinet and Okta dropped 6%. The trigger was not earnings. It was not regulation. It was an AI product in research preview.So, what is Claude Code Security, and why did it rattle global cybersecurity stocks?Anthropic’s Claude Code Security is an AI cybersecurity tool built on Claude that scans source code, detects vulnerabilities, and recommends fixes using advanced reasoning models. ...