Estimated at 665.3 billion won... CrowdStrike acquires 2 AI security companies (WSJ)

CrowdStrike ($CRWD) said it signed definitive agreements to acquire AI observability firm Fiddler AI and pre-deployment security testing firm Dreadnode, adding both to its Falcon platform to manage AI agents before and after deployment. CrowdStrike did not disclose terms, but The Wall Street Journal reported the Fiddler AI deal at about $400 million and the Dreadnode deal at about $95 million, for roughly $495 million combined, to be paid mostly in cash with some contingent stock. The acquisitions extend CrowdStrike's endpoint security franchise into AI agent monitoring and pre-deployment testing, a fast-growing segment as enterprises scale generative AI workloads. Watch for CrowdStrike's disclosure of final deal terms and any revenue contribution guidance, plus how competitors such as Palo Alto Networks and Microsoft position their own AI security offerings.