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[Hauptsitz von CrowdStrike im Silicon Valley] Sundry Photography

CrowdStrike (CRWD) hat am Dienstag Falcon Guardian eingeführt, um die Laufzeitsicherheit und Transparenz von Endgeräten über KI-Agenten hinweg zu erweitern, und zugleich seine neue Familie speziell entwickelter Sicherheitsmodelle namens SafeMind vorgestellt. Das Unternehmen kündigte außerdem sein Cyber Superintelligence Lab an, die erste Forschungsorganisation für fortschrittliche KI, die für Cyberabwehr und KI-Sicherheit geschaffen wurde.

CrowdStrike erweitert die Falcon-Plattform über Falcon MCP, Charlotte AI und Falcon Shield auf Gemini Enterprise und bringt CrowdStrike-Informationen in Arbeitsabläufe, die von den Modellen von Googles Gemini unterstützt werden.

Das Superintelligence Lab bündelt laut einer Erklärung vom Dienstag die Expertise der KI-Forscher, offensiven Einsatzteams und Incident Responder von CrowdStrike in einem auftragorientierten Rahmen. Bartley Richardson leitet das Lab.

„Aufgebaut auf den Daten, der Gegneraufklärung und den hochpräzisen Umgebungen hinter der CrowdStrike-Falcon-Plattform ebnet das Lab den Weg für die nächste Generation von Abwehrtechnologie im agentischen Zeitalter.“

„Sicherheit ist die Voraussetzung dafür, dass KI skaliert“, sagte George Kurtz, CEO und Gründer von CrowdStrike. „Das Cyber Superintelligence Lab konzentriert die Doktoranden, KI-Forscher und Threat Hunter, die jeden Tag reale Angriffe auf der Falcon-Plattform stoppen. Diese Tiefe an angewandtem KI-Talent gehört auf die Plattform, auf der Sicherheitsverletzungen gestoppt werden.“

CROWDSTRIKE SAFEMIND, das erste agentische System für Verteidiger, wurde mit Nvidias Nemotron entwickelt und schützt nach Angaben des Unternehmens mehr bei geringeren Kosten als allgemeine fortschrittliche Modelle. Das Programm umfasst außerdem die KI-Cloud von CoreWeave für Training und Inferenz.

Zu Falcon Guardian erklärte CrowdStrike, die Lösung liefere ein vollständiges Spektrum von AIDR über das gesamte KI-Ökosystem: Daten, Modelle, Prompts, Agenten, Identitäten, Infrastruktur und Interaktionen. Der Schutz erstrecke sich vom Endgerät auf jede Oberfläche, auf der Agenten arbeiten: Cloud, SaaS und Browser.

CrowdStrike teilte außerdem mit, dass Ernst & Young LLP CrowdStrike als Beschleuniger für die Vertrauensebene der EY.ai Value Blueprints ausgewählt habe und die Falcon-Plattform in den KI-Transformationsrahmen von EY integriere.

Die Aktie lag vorbörslich 1,1 % im Plus.

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Business Process Outsourcing & Consulting Stocks Q2 In Review: Concentrix (NASDAQ:CNXC) Vs Peers

As the Q2 earnings season wraps, let's dig into this quarter's best and worst performers in the business process outsourcing & consulting industry, including Concentrix (NASDAQ:CNXC) and its peers.

The sector stands to benefit from ongoing digital transformation, increasing corporate demand for cost efficiencies, and the growing complexity of regulatory and cybersecurity landscapes. For those that invest wisely, AI and automation capabilities could emerge as competitive advantages, enhancing process efficiencies for the companies themselves as well as their clients. On the flip side, AI could be a headwind as well as the technology could lower the barrier to entry in the space and give rise to more self-service solutions. Additional challenges in the years ahead could include wage inflation for highly skilled consultants and potential regulatory scrutiny on outsourcing practices—especially in industries like finance and healthcare where who has access to certain data matters greatly.

The 8 business process outsourcing & consulting stocks we track reported a satisfactory Q2. As a group, revenues beat analysts' consensus estimates by 1.6% while next quarter's revenue guidance was 1.5% below.

In light of this news, share prices of the companies have held steady as they are up 3.9% on average since the latest earnings results.

Weakest Q2: Concentrix (NASDAQ:CNXC)

With a team of approximately 450,000 employees across 75 countries, Concentrix (NASDAQ:CNXC) designs and delivers customer experience solutions that help global brands manage their customer interactions across digital channels and contact centers.

Concentrix reported revenues of $2.46 billion, up 1.9% year on year. This print was in line with analysts' expectations, but overall, it was a softer quarter for the company with a significant miss of analysts' EPS guidance for next quarter estimates and full-year revenue guidance slightly missing analysts' expectations.

"Our second quarter marked an acceleration in many areas in the evolution of our business," said Chris Caldwell, President and CEO of Concentrix.Concentrix Total Revenue

Concentrix delivered the weakest guidance update and weakest full-year guidance update in the group. The market seems disappointed with the results as the stock is down 6.7% since reporting and currently trades at $23.54.

Read our full report on Concentrix here, it's free.

Best Q2: Huron (NASDAQ:HURN)

Founded in 2002 during a time of significant regulatory change in corporate America, Huron Consulting Group (NASDAQ:HURN) is a professional services company that helps organizations develop growth strategies, optimize operations, and implement digital transformation solutions.

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Huron reported revenues of $475 million, up 15.4% year on year, outperforming analysts' expectations by 3.2%. The business had an exceptional quarter with a beat of analysts' EPS estimates and a solid beat of analysts' full-year EPS guidance estimates.Huron Total Revenue

Huron delivered the fastest revenue growth and highest full-year guidance raise of the whole group. The market seems happy with the results as the stock is up 22.2% since reporting. It currently trades at $148.29.

Is now the time to buy Huron? Access our full analysis of the earnings results here, it's free.

FTI Consulting (NYSE:FCN)

With a team of experts deployed across 30+ countries to tackle complex business challenges, FTI Consulting (NYSE:FCN) is a global business advisory firm that helps organizations manage change, mitigate risk, and resolve disputes across financial, legal, operational, and regulatory matters.

FTI Consulting reported revenues of $993.5 million, up 5.3% year on year, in line with analysts' expectations. It was a slower quarter as it posted a significant miss of analysts' EPS estimates and full-year revenue guidance meeting analysts' expectations.

As expected, the stock is down 12.1% since the results and currently trades at $149.87.

Read our full analysis of FTI Consulting's results here.

Genpact (NYSE:G)

Originally spun off from General Electric in 2005 to provide business process services, Genpact (NYSE:G) is a global professional services firm that helps businesses transform their operations through digital technology, AI, and data analytics solutions.

Genpact reported revenues of $1.34 billion, up 7.1% year on year. This number surpassed analysts' expectations by 0.8%. Taking a step back, it was a mixed quarter as it also recorded a beat of analysts' EPS estimates but revenue guidance for next quarter meeting analysts' expectations.

Genpact scored the highest guidance raise among its peers. The stock is down 6.8% since reporting and currently trades at $33.70.

Read our full, actionable report on Genpact here, it's free.

CRA (NASDAQ:CRAI)

Often retained for high-stakes matters with multibillion-dollar implications, CRA International (NASDAQ:CRAI) provides economic, financial, and management consulting services to corporations, law firms, and government agencies for litigation, regulatory proceedings, and business strategy.

CRA reported revenues of $210.8 million, up 12.8% year on year. This result beat analysts' expectations by 6%. Overall, it was a very strong quarter as it also put up a narrow beat of analysts' EPS estimates.

CRA delivered the biggest analyst estimate beat in the group. The stock is down 7% since reporting and currently trades at $164.21.

Read our full, actionable report on CRA here, it's free.

Market Update

Over the past year, investors have been forced to repeatedly answer the same question: what is the market's biggest risk? The answer has changed several times, and each shift has reshaped market leadership.

Late in 2025 and early 2026, artificial intelligence became the market's primary uncertainty. Investors questioned whether AI would erode software pricing power and weaken competitive moats as AI made it easier to replicate once-differentiated products.

By the spring, technology took a back seat to geopolitics. The U.S. conflict with Iran briefly became the market's dominant narrative, raising concerns about oil prices, inflation, and global growth. But as energy markets remained orderly and fears of a prolonged supply disruption faded, investors quickly turned their focus back to fundamentals.

Want to invest in winners with rock-solid fundamentals? Check out our Strong Momentum Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.

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