CrowdStrike shares surged nearly 14% to a record close above $235 on September 14, after CEO George Kurtz warned about dangerous AI models during a CNBC interview. Palo Alto Networks climbed over 13% on the same day, with Cloudflare and Zscaler also posting significant gains. The rally was triggered by an essay from Anthropic CEO Dario Amodei raising alarms about the rapid development of frontier AI models. Kurtz positioned CrowdStrike’s Falcon platform as the answer to the expanding attack surface created by autonomous AI agents. He opposed regulations that could handicap US AI development relative to China, arguing that AI defenses need to match or exceed those of global competitors.
Source: Read the original article
