CrowdStrike, Datadog and other cybersecurity stocks slide after Anthropic's AI tool launch

Shares of cybersecurity companies including CrowdStrike and Datadog slumped on Monday, as investors weighed the potential impact of artificial intelligence startup Anthropic's new security tool on the industry.

Reuters • Feb 23, 2026

Why software stocks lost more than $200 billion in market cap today

Artificial-intelligence fears have dogged the software sector this year — and the pressure continued on Monday with renewed intensity.

Market Watch • Feb 23, 2026

Top Wall Street analysts are bullish on the growth potential of these three stocks

TipRanks names three stocks that analysts believe are set to perform well despite the recent market noise around AI disruption.

CNBC • Feb 22, 2026

'Dramatic downside' risk in some software stocks still, says VantageRock's Avery Sheffield

AverySheffield, Vantage Rock, joins 'Closing Bell' to talk the state of software stocks and the impact of today's tariff ruling.

CNBC Television • Feb 20, 2026

Will Datadog Stock Sustain Growth on Rising AI Cloud Monitoring Spend?

DDOG rides 29% Q4 revenue jump as AI observability use soars, with 5,500+ AI integrations and a 2026 outlook signaling sustained growth momentum.

Zacks Investment Research • Feb 19, 2026

Palo Alto shares sink 8%, CEO defends cybersecurity's position as AI hits software stocks

Palo Alto Networks CEO Nikesh Arora defended the company's strategy and tried to differentiate itself from the AI threat facing software stocks. The cybersecurity company topped Wall Street's fiscal second-quarter estimates but issued lackluster earnings guidance for the current period.

CNBC • Feb 18, 2026

2 Undervalued AI Stocks to Buy Before They Soar 112% and 196%, According to Certain Wall Street Analysts

Some analysts see substantial upside in The Trade Desk and Datadog, and most believe the stocks are undervalued. The Trade Desk uses artificial intelligence (AI) to help media buyers optimize the performance of digital advertising campaigns.

The Motley Fool • Feb 18, 2026

Datadog, Inc. (DDOG) Analyst/Investor Day Transcript

Datadog, Inc. (DDOG) Analyst/Investor Day Transcript

Seeking Alpha • Feb 17, 2026

Here are some attractive stocks that can withstand AI disruption, according to J.P. Morgan

CrowdStrike, C.H. Robinson and Compass are among stocks that have been unfairly punished by fears of AI disruption, analysts say.

Market Watch • Feb 17, 2026

Datadog, Inc. (DDOG) Is a Trending Stock: Facts to Know Before Betting on It

Zacks.com users have recently been watching Datadog (DDOG) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Zacks Investment Research • Feb 16, 2026