Covering Scientific & Technical AI

CoreWeave (CRWV) and Nebius (NBIS) stocks dropped 7% and 5% respectively in early trading Wednesday. The decline follows Democratic election gains, raising concerns about potential U.S. rule changes for AI data centers. Both companies are investing heavily in AI computing infrastructure, and tighter regulations could increase costs and delay revenue.

CrowdStrike agreed to acquire Dreadnode to add AI security testing to its Falcon platform, aiming for general availability in Q4 2027. Dreadnode's tools test against 100+ AI attack strategies. CrowdStrike also plans to integrate Fiddler AI's monitoring tools. The company introduced an AI Kill Switch in Falcon Guardian, with endpoint capabilities planned later. Neither acquisition price was disclosed.

CrowdStrike acquires Fiddler AI for $400M and Dreadnought for $95M to boost AI security. It introduces an AI kill switch to block rogue AI agents. The acquired tech will integrate into CrowdStrike's Falcon Guardian platform.

CrowdStrike plans to acquire Fiddler AI and Dreadnode to enhance its Falcon platform with AI security testing and observability. The acquisitions aim to address security risks in AI systems, with integration expected by Q4 2027. Fiddler will add agent monitoring, while Dreadnode will provide automated testing capabilities. Financial terms were not disclosed.

CrowdStrike plans to acquire Fiddler AI and Dreadnode to enhance enterprise AI security. Fiddler will provide AI observability, while Dreadnode will add automated security testing. The features will be integrated into Falcon Observe and Falcon Guardian, with general availability expected in Q4 FY27. The acquisitions are set to close in CrowdStrike's Q4 FY27.

CoreWeave (CRWV), IREN (IREN), and Nebius (NBIS) shares fell 7%, 8%, and 4.5% overnight after Democratic midterm wins raised concerns about AI infrastructure spending. Analysts see upside potential: IREN ($77.78 target, 218% upside), CoreWeave ($130.92, 144%), and Nebius ($302.09, 99%).