News · Yahoo Finance

CrowdStrike and Dell Technologies Announce Integrated AI Security for the Dell AI Factory with NVIDIA

CrowdStrike and Dell Technologies announced an integrated security solution for the Dell AI Factory with NVIDIA at Fal.Con Europe 2026, letting customers secure AI infrastructure, workloads, agents and applications. Customers can buy AI infrastructure and CrowdStrike security together through the Dell AI Ecosystem Program, aligned with NVIDIA's AI Factory Reference Architecture. The offering includes Falcon Guardian for visibility and control over AI agent activity with runtime protection against prompt injection and sensitive data exposure, Falcon Cloud Security for protecting cloud workloads from code to runtime, and Falcon Next-Gen SIEM for AI-powered detection and response. Falcon Guardian already integrates NVIDIA OpenShell, with plans to add NVIDIA Sentry and BlueField-4 DPUs.

Summary written by Upside AI from the original article. Read the source for full details.

Read the original on Yahoo Finance ↗

Keywords

cybersecurityartificial intelligenceCrowdStrikeDell TechnologiesNvidia

Open a keyword to see other news on the same topic.

Related tickers and likely impact

NVDA

▲ Likely positive

Nvidia

Relevance: low

MarketUS stocks
SectorInformation Technology
IndustrySemiconductors
Market cap$5.1T
Close on 10/30/2026204.64
Change that session-4.22%
NVDA price, forecasts and signals →

Impact is scored by AI from the headline and may be wrong. It is not investment advice.

Related news

  • CrowdStrike Stock Rose 5% as It Expanded Its NVIDIA AI Security Deal. Here’s Where the Stock Could Go by 2031

    CrowdStrike closed at $239.34 on October 21, 14.17% below its October 6 record close of $278.86, after gaining 5.26% that day when it expanded its NVIDIA partnership. CEO George Kurtz argued at a Goldman Sachs conference on September 10 that regulators will mandate monitoring of AI agents, though he cited no specific rule. He estimated that if security takes 1% of AI spending in 2030, which grows from about $2.7 trillion to almost $6 trillion, the market would be roughly $60 billion a year, about 10 times CrowdStrike’s $5.84 billion ARR. The stock trades at about 169x next-twelve-month normalized P/E, well above peers, while CrowdStrike has not disclosed the size of its AIDR product line. Kurtz sold 20,000 shares on October 19 and 20 under a 10b5-1 trading plan.

    Yahoo Finance·CrowdStrikecybersecurityartificial intelligence
  • CrowdStrike Stock Has The Bull Case Changed After AI Security Partnership Expansion

    CrowdStrike and NVIDIA expanded their collaboration in October 2026, linking Falcon Guardian with NVIDIA OpenShell and Sentry to connect AI agent activity with security telemetry and enable hardware-level policy enforcement. The article says this pushes CrowdStrike’s AI security deeper into infrastructure, where enterprise workloads run. The near-term bull case relies on adoption of Falcon Flex bundles and modules like Guardian and SafeMind, while the key risk is that forward goals for revenue, ARR and earnings quality fail to track guidance, given heavy use of non-GAAP metrics and a rich P/S multiple. The narrative forecasts US$9.9b in revenue and US$1.1b in earnings by 2029, implying 22.3% yearly revenue growth and earnings rising about 24x from US$45.0m today.

    Yahoo Finance·CrowdStrikecybersecurityartificial intelligence
  • CrowdStrike Gains 3.6% on Expanded NVIDIA AI Agent Security Deal: “Setting the Standard”

    CrowdStrike (CRWD) shares rose 3.6% after it expanded its AI agent security work with NVIDIA, while Zscaler (+5.7%), Okta (+4.7%) and Palo Alto Networks (+2.3%) also gained. NVIDIA named 11 cybersecurity companies supporting its OpenShell Reference Architecture, so the opportunity is not exclusive to CrowdStrike. CrowdStrike is now integrating Falcon Guardian into OpenShell's runtime and plans to connect it to NVIDIA Sentry on BlueField-4 at the silicon level, a step still in planning, with no financial terms disclosed. Its net new ARR hit a record $333 million in the quarter ended July 31, up 51% year over year. Analysts expect revenue to rise from $4.81 billion in the year ended January 2026 to $9.02 billion in the year ending January 2029, about 23% a year, while the stock trades at 161x forward earnings versus a five-year average of 115x.

    Yahoo Finance·▲ NVDACrowdStrikecybersecurityartificial intelligence
  • Why Is CrowdStrike Stock Rising Following Its Expanded NVIDIA AI Security Partnership?

    CrowdStrike (CRWD) shares rose 1.5% on Wednesday after the cybersecurity company expanded its collaboration with NVIDIA (NVDA) to develop AI security capabilities. The agreement pairs CrowdStrike's threat detection with NVIDIA's hardware-level controls to address risks from autonomous AI agents, including protections that can be enforced independently of the software environment. Data on how AI agents communicate and execute tasks will be sent to CrowdStrike's central monitoring platform to identify suspicious behavior. The companies have not disclosed financial terms or the expected revenue contribution.

    Yahoo Finance·▲ NVDACrowdStrikecybersecurityartificial intelligence
  • Dell (DELL) Stock May Be 26% Undervalued After AI Factory News

    The analysis notes Dell Technologies has returned about 792% over the past 5 years, putting pressure on its valuation to be supported by future cash generation. Its latest twelve-month free cash flow is about $8.2b, and a discounted cash flow (DCF) model projects that cash flow grows, giving an intrinsic value meaningfully above the current share price of $456.44; the stock trades at a 25.5x P/E. The article links the gap between the share price and that DCF value partly to uncertainty about the timing of enterprise AI spending, which a recent Barclays downgrade highlighted. Dell is closely tied to NVIDIA's AI infrastructure initiatives, from modular AI factories to on-premises AI servers.

    Yahoo Finance·• NVDAvaluationartificial intelligenceDell Technologies
  • Honeywell Technologies Launches Forge Plant Cognition with Dangote, Built with NVIDIA AI and Dell Technologies Capabilities

    Honeywell Technologies has launched Forge Plant Cognition, an industrial AI platform built with NVIDIA AI and accelerated computing and Dell Technologies' AI infrastructure, designed to help refining, petrochemical and LNG operators get more value from existing assets. The platform is launching first at Dangote's Lekki refinery in Nigeria, where preliminary estimates show AI-enabled optimization could deliver more than 29 cents a barrel in operational benefit, or more than $60 million a year in gross benefit at full capacity. The solution aims to identify bottlenecks, detect equipment issues early to reduce unplanned downtime, and embed process expertise into AI workflows to support faster, more consistent decisions.

    Yahoo Finance·Honeywellartificial intelligenceNvidia

Related markets

US stocks →

Latest news

  • SLV Crashes To Near 52-Week Lows, GLD Falls Pre-Market – World Gold Council Cuts 2026 Gold Investment Forecast By Half

    Gold and silver fell sharply as investors weighed the U.S. midterm elections, Middle East tensions and a rebound in oil prices; SLV dropped 3.2% to its lowest in nearly 52 weeks, while GLD slipped over 1.1% in pre-market trading. January 2027 gold futures fell 1.4% to $3,929.80 per ounce, and silver contracts due in January 2027 dropped 3.8% to $49.20 per ounce. Saxo Bank's Ole Hansen said gold was sold again near $3,970 an ounce, a former support level that has become resistance, pointing to fragile sentiment. KCM Trade's Tim Waterer said a convincing move above $4,000 an ounce would signal improving momentum, and warned that a tech selloff driven by regulatory pressure could spill over into gold as positions are cut to cover losses. The World Gold Council cut its 2026 full-year gold investment demand forecast to 200 metric tons from 400 MT, as demand for bars and coins fell 19% in the third quarter.

    Yahoo Finance·▼ XAU/USD▼ PAXG/USDT▼ XAUT/USDT
  • Midterm elections could jolt stocks if Democrats sweep Congress

    The stock market is not yet pricing in a Democratic sweep of Congress, though polls and most prediction markets point that way, investors and analysts said. JPMorgan sees a blue wave knocking the S&P 500 down about half a percent on Wednesday, while a Republican hold could spur a short-term rally. A Democratic win, especially in the Texas governor race, could add pressure to AI stocks over possible data center restrictions, while defense stocks could face spending limits and healthcare may benefit. Stocks have historically tended to rise after midterms, but some worry the S&P 500's strong 2026 gains could break that pattern.

    CNBC·▼ QQQ▼ SPYmidterm electionsDemocratic PartyS&P 500
  • Prediction: At 1.6 Million Robots, Optimus Is “Greater Than the Revenue From Tesla.” Musk Sees 625x That

    Venture capitalist Dave Blundin said on the Moonshots podcast that Optimus robot revenue could exceed Tesla's own revenue if the company builds 1.6 million robots a year, while Elon Musk has predicted well over a billion humanoid robots within 10 years. At $30,000 a robot, Tesla would need to sell about 4 million Optimus units to match the $122 billion in revenue analysts expect for 2027, while the company expects first deliveries to outside customers around the end of 2027. Tesla trades at 187x forward earnings, compared with a five-year average of 108x, and its latest quarterly GAAP operating margin was 2.6%. The author says he would want to see Optimus shipping to outside customers before paying for the stock's current valuation.

    Yahoo Finance·▲ TSLA
  • Google Recently Warned That Quantum Computers Could Crack Bitcoin. Now It's Selling Protection.

    On Oct. 28, Google Cloud previewed a new crypto custody system aimed at banks offering crypto products to clients. Its Multi-Party Compute (MPC) service splits each private key into fragments stored on separate systems; hacked or illegally obtained private keys accounted for 43.8% of crypto stolen in 2024, per Chainalysis, and commercial launch is planned for early 2027. Google Cloud revenue rose 103% year over year to $30.7 billion in the third quarter, but the author sees little reason MPC will meaningfully benefit Alphabet, given unknown pricing and many competitors. The article also notes MPC does not stop attacks that work backward from public keys, which expose more than 6 million bitcoins, almost 29% of the supply, held in wallets with exposed public keys.

    Yahoo Finance·▼ BTC/USDT• GOOGLcryptobitcoinquantum computing
  • Binance's net inflows turn positive at $2.3B as withdrawals expand

    Binance recorded $2.3 billion in net inflows over the past 24 hours, reversing Monday's outflows of more than $7 billion, as it expanded withdrawals after the $6.3 billion hack on Thursday. Binance led centralized exchanges tracked by DefiLlama; Bitfinex saw about $280 million and Bitget about $127 million. Binance said hourly deposits exceeded withdrawals by 03:00 UTC. The exchange had suspended withdrawals on Friday, began restoring them at 06:00 UTC on Sunday, and said it had replaced about 95% of the affected assets, with the remaining 5% being less liquid tokens. It pledged to cover the losses using company resources and protection funds without passing them on to customers. The FBI attributed the attack to North Korea, which denied responsibility on Tuesday.

    Cointelegraph·• BNB/USDTBinancecryptocapital flows
  • Azimut Undertakes New Mineral Resource Estimate on the Patwon Gold Deposit, James Bay Region, Québec

    Azimut Exploration is preparing a new NI 43-101 mineral resource estimate for the Patwon gold deposit on its Elmer Property in Québec's James Bay region, using results from its 2026 diamond drilling program and the current higher gold price. The 2026 program drilled 10 holes totaling 5,407.05 metres, shorter than the planned 10,000 metres due to severe winter conditions, and intersected additional gold mineralization near the current resource shell. Norda Stelo is preparing the update, expected by the end of 2026; the 2023 estimate at US$1,800 per ounce reported 311,200 ounces indicated and 513,900 ounces inferred. The Elmer structural corridor spans 43 kilometres, including a gold anomaly 3.6 kilometres to the east grading up to 583 g/t Au. Azimut is also advancing its Wabamisk project, where significant drilling is planned for later this year and in 2027.

    Yahoo Finance·goldminingCanada

All news →

Get the briefing on Telegram or Zalo

Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.