CrowdStrike jumps more than 10% as IBM's weak results lift cybersecurity stocks

CrowdStrike rose more than 10% in early afternoon trading on July 14, 2026, the same day IBM posted preliminary second-quarter results that missed expectations. IBM's CEO said some clients had paused new deals because of cybersecurity concerns, and investors read that as a shift in spending toward security vendors. CrowdStrike issued no company-specific news that day, so the move was a sector read-through.

• CrowdStrike was up more than 10% at 1:45 p.m. ET on July 14, 2026
• IBM fell as much as 26% in early trading, on track for its worst day on record
• Move driven by IBM's comments on client cybersecurity concerns, not by CrowdStrike news