CrowdStrike (CRWD.US) splashes nearly $500 million to stake out a position in AI security, and Morgan Stanley immediately turns bullish: the $308 bull-case target price is getting closer

CrowdStrike (CRWD.US) recently announced that it has reached agreements to acquire two artificial intelligence (AI) security startups for a combined total of $495 million, according to Zhitong Finance APP. As enterprises rush to deploy AI agents, this acquisition will strengthen the company's monitoring and risk control capabilities for AI agents, add complementary capabilities to its enterprise AI security business, and is expected to further deepen the company's role in this field.