Security had buyers while much of AI sold CRWD and NET jumped Oct. 23 as channel checks pointed to firmer security budgets. Cloudflare protected websites from active PHP exploitation; CrowdStrike has expanded AI agent security with NVIDIA. NET later regained more of its jump. Budget intentions still need to turn into sales.

Security had buyers while much of AI sold CRWD and NET jumped Oct. 23 as channel checks pointed to firmer security budgets. Cloudflare protected websites from active PHP exploitation; CrowdStrike has expanded AI agent security with NVIDIA. NET later regained more of its jump. Budget intentions still need to turn into sales.