CrowdStrike Holdings, Inc.  (NASDAQ:CRWD) shares have dropped almost 15% over the past week. If they continue to trend lower, there's a good chance they find support around the $117 level.

In a blog update, Claude commented on its efforts to help more teams use frontier capabilities for cyber defense. "Claude Mythos 5 is now available in Claude Security, and coming soon to partners' cyber defense tools. We're also launching a $35M fund to help secure open-source software and sharing plans to expand our Cyber Verification Program. The riskiest behavior occurs when a user has direct access to a model, where a malicious actor can try to steer it toward harmful uses. But if users can only receive specific outputs, such as a patch for a vulnerability or a security alert, that risk is much lower. The changes we're announcing give users greater access to the defensive results, while maintaining appropriate guardrails around direct access to the model: Claude Mythos 5 integration into the tools defenders rely on. We're working with our cybersecurity technology and services partners to integrate Claude Mythos 5 into the products and services defenders already use to secure their software. Claude Security scans can now run on Claude Mythos 5. Customers on Claude Enterprise plans can now run our most capable model in Claude Security, using it to scan their codebases for security vulnerabilities and suggest patches.$35M in credits for open-source security. Our new Defender Advantage Fund will provide $35M in credits to organizations working to patch vulnerabilities in open-source projects, automate parts of the process of scanning and patching open-source software, and experiment with new security approaches. Expanding our Cyber Verification Program. The program already gives vetted defenders reduced safeguards on Opus and Sonnet models. In the coming weeks, we will expand this program to include broader dual-use capabilities on Opus and Sonnet, with Mythos-class access to follow... We will continue to work with government partners, organizations, open-source maintainers, and the broader industry to build the resilient cyber infrastructure today's highly capable AI models demand." Publicly traded companies in the space include Check Point (CHKP), CrowdStrike (CRWD), CyberArk (CYBR), F5 (FFIV), Fortinet (FTNT), Gen Digital (GEN), Okta (OKTA), Palo Alto Networks (PANW) and Qualys (QLYS). Reference Link

CrowdStrike's AI security demand is driving AIDR, cloud and identity growth, strengthening its position against cybersecurity rivals.

The most useful thing said about cybersecurity this week came from Abhijit Dubey, the global CEO of NTT DATA, who told CNBC that “the frontier AI effectively has changed the cybersecurity equation” because attacks are now exponentially more sophisticated, the surface area has grown, and everything is happening at machine speed.

Evaluate the expected performance of CrowdStrike (CRWD) for the quarter ended July 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Moderna jumped 177% on a cancer-vaccine first, plus retail's reversal

IBD's Alexis Garcia and Ed Carson preview key upcoming earnings reports from CrowdStrike, Marvell Technology and Nvidia. Check out our daily newsletter!

CrowdStrike (CRWD) shares fell 4.8% after Axios reported that Chief Technology Officer Elia Zaitsev is leaving the cybersecurity company to launch an AI-focused cybersecurity venture fund. Zaitsev is departing after 13 years at CrowdStrike and will launch Cognition alongside former CrowdStrike corporate development executives Gur Talpaz and Tayler Sipperly.

AUSTIN, Texas--(BUSINESS WIRE)--CrowdStrike (NASDAQ: CRWD) today announced that Fal.Con 2026 will feature a record 150+ ecosystem sponsors, led by Amazon Web Services (AWS), Accenture, Anthropic, Dell Technologies, Ernst & Young LLP (EY US), Google Cloud, Horizon3, Intel, NVIDIA, and OpenAI. The sold-out conference will bring together more than 10,000 attendees from 4,000 organizations across 71 countries. Fal.Con is now the largest vendor-hosted conference in cybersecurity. “The AI revolut.

[url="]CrowdStrike[/url] (NASDAQ: CRWD) today announced that [url="]Fal.Con 2026[/url] will feature a record 150+ ecosystem sponsors, led by Amazon Web Services