S&P 500 Movers: Trade Desk Surges on CEO Buy, Palantir Rides Geopolitical Wave, CrowdStrike Earnings Impress

The S&P 500 (SPY) fell nearly 2% on the week, while the Nasdaq 100 dropped about 1.2% and the Russell 2000 small-cap index tumbled over 4%.

24/7 Wall Street • Mar 7, 2026

Defense-tech stocks are the hot trade as Iran conflict widens

In a week when conflict in Iran sent the U.S. equity market into a tailspin, technology stocks tied to cybersecurity and artificial intelligence have proved more resilient than sectors investors have typically treated as safe havens.

Market Watch • Mar 6, 2026

Buy the Spike in CrowdStrike or Okta Stock After Posting Record Profitability?

In a week marked by broader market volatility, cybersecurity firms CrowdStrike and Okta emerged as outperformers after exceeding their Q4 expectations.

Zacks Investment Research • Mar 7, 2026

Why I'm Still Not Buying CrowdStrike Stock

CrowdStrike's latest quarterly results featured impressive double-digit revenue growth and a swing to GAAP profitability. The company's annual recurring revenue grew 24% year over year to $5.25 billion.

The Motley Fool • Mar 6, 2026

CrowdStrike Holdings, Inc. (CRWD) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

CrowdStrike Holdings, Inc. (CRWD) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

Seeking Alpha • Mar 5, 2026

CrowdStrike and Schwarz Digits Partner to Deliver AI-Native and Sovereign Cybersecurity Platform on STACKIT

AUSTIN, Texas & NECKARSULM, Germany--(BUSINESS WIRE)--CrowdStrike (NASDAQ: CRWD) and Schwarz Digits today announced a long-term strategic partnership to bring the CrowdStrike Falcon® cybersecurity platform to STACKIT, Schwarz Digits' sovereign cloud infrastructure. This collaboration will deliver the AI-native Falcon platform with full attack path visibility on a platform fully operated within the EU on STACKIT, enabling enterprises and public institutions to meet Europe's data sovereignty requ.

Business Wire • Mar 5, 2026

These Analysts Cut Their Forecasts On CrowdStrike Following Q4 Results

CrowdStrike Holdings Inc (NASDAQ: CRWD) reported upbeat financial results for the fourth quarter after the market close on Tuesday.

Benzinga • Mar 4, 2026

Wall Street Just Sent a Split but Bullish Signal on CRWD — Here's What Four Major Firms Actually Said

Wall Street is sending a split but net-bullish signal on CRWD after CrowdStrike's record fourth quarter.

24/7 Wall Street • Mar 4, 2026

CrowdStrike delivers strong Q4 report, surpasses $5B in annual recurring revenue

CrowdStrike Holdings Inc (NASDAQ:CRWD) reported fourth quarter earnings that topped Wall Street expectations as the cybersecurity company cited growing demand driven in part by increasingly sophisticated artificial intelligence-powered threats. For the quarter ended January 31, CrowdStrike posted revenue of $1.31 billion, up 23% from $1.06 billion a year earlier and above consensus estimates of roughly $1.04 billion.

Proactive Investors • Mar 4, 2026

Analyst sees further upside as CrowdStrike rallies on Q4 earnings

CrowdStrike Holdings (NASDAQ: CRWD) is extending gains on Wednesday after posting a high-octane Q4 earnings release that silenced concerns of artificial intelligence (AI) disruption. The cybersecurity giant delivered a clean beat on both top- and the bottom-line, underscored by a historic milestone in annual recurring revenue (ARR).

Invezz • Mar 4, 2026