CrowdStrike stock jumps 4.5% as AWS-Nvidia accelerator puts AI security back in focus

CrowdStrike stock jumps 4.5% as AWS-Nvidia accelerator puts AI security back in focus

New York, Jan 8, 2026, 05:37 EST — Premarket

  • CrowdStrike shares rose 4.5% in the prior session on above-average volume
  • CrowdStrike, AWS and Nvidia named 35 startups for a 2026 cybersecurity accelerator
  • Investors are sizing up fiscal Q4 results for signals on subscription growth and guidance

CrowdStrike Holdings shares ended up about 4.5% on Wednesday, touching $486.55 before closing at $478.91, after several weeks of bullish brokerage commentary helped pull buyers back into the stock. Marketbeat

The move matters now because CrowdStrike is heading into its fiscal year-end with the stock still sensitive to any hint that large companies are slowing security spend or stretching out deals. A strong close heading into Thursday’s session also puts more weight on the next set of company numbers, with traders watching whether growth in big subscription metrics stays firm.

In its last earnings update, CrowdStrike projected fourth-quarter revenue of $1.29 billion to $1.30 billion and adjusted profit of $1.09 to $1.11 a share, for the period ending Jan. 31. The company also reported annual recurring revenue (ARR) — a gauge of contracted subscription revenue — of $4.92 billion as of Oct. 31, with $265.3 million added in net new ARR during the quarter. Sec

CrowdStrike and partners Amazon Web Services and Nvidia said they had picked 35 startups for their 2026 Cybersecurity Startup Accelerator, an eight-week program that runs into early March and culminates with a pitch event at the RSA Conference in San Francisco. “This year’s cohort reflects a global movement,” Daniel Bernard, CrowdStrike’s chief business officer, was quoted as saying. Securitybrief

Nvidia framed the tie-up as a response to faster, more automated attacks, with executive Bartley Richardson saying AI is “demanding new approaches that can operate at cloud scale and defender speed.” (Agentic AI, in plain terms, refers to software agents that can take actions with limited human input.) Cybermagazine

CrowdStrike has not confirmed a date for its next earnings release, but MarketBeat’s calendar lists an estimated report date of March 3 for results covering the quarter ending Jan. 31. Marketbeat

But a sharp run can cut both ways. CrowdStrike’s valuation still leaves little room for a stumble, and any sign of slower net new ARR, heavier discounting at renewals, or a weaker outlook could reverse momentum quickly.

Cybersecurity names broadly held up in Wednesday’s session, with Palo Alto Networks rising 4.33% and Fortinet up about 2%, according to MarketWatch data. Marketwatch

Stock Market Today

  • Asia-Pacific markets set for higher open as China inflation data eyed
    January 8, 2026, 8:32 PM EST. Asia-Pacific markets opened mixed as investors weighed China's December CPI, seen at 0.8% year-on-year. In Tokyo, the Nikkei 225 rose about 0.5% and Fast Retailing surged more than 7% after a stronger quarterly profit and a raised full-year outlook, aided by China sales and expansion in North America and Europe. Rio Tinto slid over 5% on early-stage talks with Glencore about a merger. Hang Seng set to open higher after Hang Seng Bank privatization moves approved by shareholders. U.S. futures were little changed ahead of a key jobs report and a potential Supreme Court ruling on tariffs. In U.S. trading, the Dow gained while the Nasdaq eased, signaling rotation away from tech.
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