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CRWD

CRWD — Ruslan Averin's Analysis · 1 entries

  1. AI Agents Just Became a Line Item in the Security Budget
    ·6 min read

    AI Agents Just Became a Line Item in the Security Budget

    CrowdStrike closed up 20.5% and Okta up 28.6% on the same day. Both cited the same driver: securing AI agents is now a separate budget line.