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 Holdings (NASDAQ: CRWD) stock is seeing strong bullish momentum in Tuesday's trading. Meanwhile, the S&P 500 index was up 0.9%, and the Nasdaq Composite index was up 2%. CrowdStrike's valuation is bouncing back after concerns about DeepSeek's new AI model spurred dramatic sell-offs for the tech sector yesterday.