Cybersecurity stocks surge, with Okta up 20%+ and CrowdStrike up 15%+, after earnings showed that AI adoption is driving attacks and spending on security tools (Samantha Subin/CNBC)

Okta’s shares jumped more than 20% and CrowdStrike rose over 15% after their earnings revealed that AI-driven cyber-attacks are accelerating and prompting higher corporate spending on security tools. Over 100 firms, including OpenAI, Anthropic, AWS and Microsoft, warned that a narrow window exists to prepare for AI-enabled threats and called for coordinated defensive action. The surge in cybersecurity valuations reflects investors’ response to the heightened demand for AI-aware protection solutions.