As digital transformation accelerates, cyber threats remain a persistent challenge. CrowdStrike (CRWD) is using artificial intelligence (AI) to deliver cloud-native endpoint security solutions to solidify its position in the cybersecurity industry.

Shares of cybersecurity company CrowdStrike (NASDAQ:CRWD) jumped 8.5% in the afternoon session as the debate around the future of AI continues following the unveiling of DeepSeek. The market is recalibrating and rotating to stocks that are not only more insulated if DeepSeek prevails in the AI arms race but to stocks that may actually benefit no matter who wins that race.

CrowdStrike is only the second pure-play cybersecurity company to be worth over $100 billion, even though it's a relative newcomer. There are reasons to believe the company will keep growing fast while maintaining good profitability,