Okta Inc

Cybersecurity stocks fell amid a report artificial intelligence system maker OpenAI plans to acquire an industry startup.

Higher breach costs give companies a reason to improve security. For investors, however, the useful question is which improvements customers will pay for and which suppliers can deliver them profitably. Answering that

Investors holding CrowdStrike (CRWD) are likely weighing whether to take some money off the table. The stock returned 107% over the past twelve months, easily outpacing the 17.3% gain for the S&P 500. Yet management noted in August that customers are spending more on security as they adopt AI, providing shareholders a reason to maintain their positions. So what are you paying for CrowdStrike today, and what do you get for it.

OpenAI uses AI to trace a hidden office recording device to an employee who was arrested; no model weights or data were stolen.