"The AI trade has grown quite volatile of late, but for investors who aren't deterred by the AI bubble concerns of others, I think there's a great opportunity to pursue a class of stocks that stand to gain from AI but aren't yet priced with such AI-driven catalysts in mind. Of course, as Wedbush Securities' Dan Ives put it, there are "derivative plays" in AI that are also worth keeping tabs on."
"From Jim Cramer to Wedbush, many Wall Street veterans seem to think the cybersecurity firm is a great pick, as it leverages AI to fight off AI-enabled threats. With the agentic AI age quickly approaching (arguably, it's already arrived), Crowdstrike's expertise in agentic AI security, I think, has been heavily undervalued by the market. The company's Falcon AI Detection and Response (AIDR) may very well be the best-in-class product that protects the enterprise from a new class of threat."
AI stock trading has become highly volatile, yet certain stocks that benefit from AI remain underpriced. Some firms represent derivative AI plays rather than frontier AI leaders. CrowdStrike shares have fallen nearly 17% from their all-time highs despite endorsements from Wall Street figures. CrowdStrike uses AI to counter AI-enabled threats and focuses on agentic AI security. The Falcon AI Detection and Response (AIDR) product aims to protect enterprises from new classes of threats and to monetize AI technologies. The company acquired identity security startup SGNL for $740 million and may pursue additional M&A to expand its capabilities.
Read at 24/7 Wall St.
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