CrowdStrike vs Zscaler

DOJ: North Korean Hackers Infiltrate Dozens of US Companies

The U.S. Department of Justice and FBI have taken action against a network that enabled North Korean IT workers to secure remote jobs at U.S. companies, aiming to disrupt funding for North Korea's weapons programs. In 'Operation Lonestar Roundup', FBI raids in Texas led to the seizure of 187 devices from more than 40 homes, including laptops and KVM switches. Two American facilitators were arrested in Ohio, and over 180 computers were seized from laptop farms. The hackers infiltrated at least 70 U.S. companies across 17 states using stolen identities, generating around $3 million. CrowdStrike assisted the FBI, highlighting the use of 'laptop farms' to conceal true locations. The DOJ warns that North Korea increasingly relies on American facilitators, and companies are urged to come forward.

• DOJ indicted and arrested at least two American facilitators, including arrests in Ohio.
• Over 180 computers and 187 devices seized from more than 40 laptop farms in Texas.
• At least 70 U.S. companies across 17 states infiltrated.

CrowdStrike and Anthropic Give Critical Infrastructure Defenders the AI Advantage

CrowdStrike and Anthropic announce a program to give critical infrastructure defenders the AI advantage, published October 08, 2026.

CrowdStrike and NVIDIA Extend Security Across the AI Stack

CrowdStrike announces a partnership with NVIDIA to extend security across the AI stack, highlighting a strategic collaboration to secure AI deployments.

Cybersecurity stock Zscaler's charts turn bullish: Jay Woods

In a CNBC Pro segment, technician Jay Woods discusses Zscaler (ZS), a cybersecurity company that has underperformed its sector peers. While CrowdStrike, Fortinet, Okta, and Palo Alto Networks have gained over 100% year-to-date, Zscaler shares fell as much as 65% from 52-week highs and remain down 13% this year. However, Woods observes a bottoming formation on both daily and weekly charts, with a bullish crossover in MACD and a breakout above $195 resistance. He suggests upside targets of $250-$265, representing 25-30% potential upside, with support at $165. The analysis highlights relative rotation within the cybersecurity sector, indicating that laggards like Zscaler may see renewed strength.

• Zscaler (ZS) shares fell as much as 65% from 52-week highs and remain down 13% year-to-date.
• CrowdStrike, Fortinet, Okta, and Palo Alto Networks have each gained over 100% year-to-date.
• Jay Woods identifies a bullish double bottom formation on Zscaler's weekly chart.

Investor Steve Grasso buys Cloudflare stock on AI growth

CNBC Pro contributor Steve Grasso has purchased shares of Cloudflare, a cybersecurity and network services company, citing its superior growth rate and new opportunities from AI. Grasso notes Cloudflare's revenue grew 36% year-over-year to $696 million in the last quarter, outpacing competitors CrowdStrike and Zscaler. He highlights that existing customers are increasing spending by about 20%, and AI is creating new revenue streams, such as helping companies manage AI bot traffic and using OpenAI models for security. Despite the stock trading at a premium of 40 times sales and being up 68% year-to-date, Grasso believes momentum can continue, though he advises using stop orders to manage risk. The next catalyst is Cloudflare's third-quarter earnings report.

• Cloudflare's revenue grew 36% year-over-year to $696 million in the last quarter.
• Cloudflare's stock is up about 68% this year and recently hit an all-time high.
• Cloudflare trades at roughly 40 times sales, higher than cybersecurity peers.

Zscaler stock rises on earnings beat and upbeat guidance

Zscaler reported fiscal fourth-quarter 2026 earnings that beat Wall Street expectations, sending its stock higher. The cloud security company posted adjusted EPS of $1.19, exceeding the $1.09 estimate, and revenue of $898 million, above the $877 million forecast. Revenue jumped 25% year-over-year from $719 million. Annual recurring revenue rose 25% to $3.77 billion, surpassing StreetAccount's $3.75 billion projection. CEO Jay Chaudhry highlighted early momentum for the company's Zero Trust security solution for AI agents, which he expects to accelerate into fiscal 2028 and 2029. The company also issued better-than-expected guidance for the fiscal first quarter and full year. Despite a 20% stock decline this year, management remains confident in its differentiation strategy.

• Zscaler's adjusted EPS was $1.19 vs. $1.09 expected, revenue $898M vs. $877M expected.
• Revenue increased 25% year-over-year to $898M.
• Annual recurring revenue rose 25% to $3.77B.