CrowdStrike expands NVIDIA AI security pact, stock up 4%
CrowdStrike announced an expanded collaboration with NVIDIA that ties its newest AI threat‑detection tool directly into NVIDIA’s secure software and hardware. The partnership aims to let corporate security teams stop rogue AI agents even when the operating system is compromised. CEO George Kurtz described the deal as a “complete ecosystem from the chips all the way up to the applications and AI…
Key points
- CrowdStrike announced expanded AI security integration with NVIDIA hardware, stock up 4% to $237.07
- Datadog shares rose 6% to $271.06 after Bernstein upgraded it to Outperform, citing AI product demand
- Okta climbed 4% to $202.12; cybersecurity ETF CIBR up 2%, showing broader sector rotation
The announcement lifted other security‑focused stocks. Datadog jumped 6% to $271.06 after Bernstein upgraded the company to Outperform, citing stronger‑than‑expected demand from customers building AI products. Okta gained 4% to $202.12, while the First Trust NASDAQ Cybersecurity ETF (CIBR) rose 2% to $101.96, indicating a broader rotation into cybersecurity names beyond the headline deal. The Invesco QQQ Trust lagged with a modest 0.5% gain, highlighting the sector‑specific enthusiasm.
The story so far
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CrowdStrike Rallies 4% on Expanded NVIDIA AI Security Pact; Datadog Jumps 6%, Okta Climbs 4%
247wallst.com · 21 October 2026
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