One of Wall Street’s top firms just put its stamp of approval on cybersecurity leader Palo Alto Networks (NASDAQ:PANW | PANW Price Prediction). On May 6, 2026, BTIG raised its PANW stock…
The SaaS-pocalypse has caused quite a violent reset in the valuations of many software stocks. And while the disruptive wave of AI might not yet be done marking down prices across the…
CoreWeave (NASDAQ: CRWV) reports first-quarter results Thursday after the close. Critics have called the AI cloud provider’s foundation circular financing on shifting sand. A month-long run of contract wins has started to…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) is up 96.1% over the past year and just crossed a $5.26 trillion market cap on the same agentic AI thesis Evercore and Wedbush keep…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) is up 96.1% over the past year and just crossed a $5.26 trillion market cap on the same agentic AI thesis Evercore and Wedbush keep recycling…
An analyst firm just put its stamp of approval on cybersecurity leader CrowdStrike (NASDAQ:CRWD | CRWD Price Prediction). Mizuho upgraded CRWD stock to Outperform from Neutral and lifted its price target to $520…
Pre-Market Stock Futures: The futures are trading lower as we get set to start a new trading week, and after last week’s string of record highs, it may be tough to duplicate…
Jim Cramer used his Mad Money segment on April 21 to argue that investors who dumped CrowdStrike Holdings (NASDAQ:CRWD | CRWD Price Prediction) after Anthropic touted its Claude Mythos model made a…
Joel South Anthropic’s Claude Mythos Preview demonstrated that AI can now surpass all but the most skilled humans at finding and exploiting software flaws. The response was Project Glasswing, a defensive coalition including CrowdStrike,…
Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) and CrowdStrike (NASDAQ:CRWD) both beat expectations this quarter, yet represent two different AI bets. One is an analytics software company growing rapidly with GAAP profits.…
CrowdStrike Holdings (NASDAQ:CRWD | CRWD Price Prediction) stock just earned a strong endorsement from KeyBanc, which upgraded shares to Overweight and set a $525 price target. The firm’s thesis centers on Anthropic’s…
David Moadel The Nasdaq Composite (^IXIC) looks set to recapture gains on Tuesday with all eyes on Apple (Nasdaq: AAPL) after CEO Tim Cook announced he would be stepping down. Tech futures are rising…
O The S&P 500 (^GSPC) is poised to open higher today on tailwinds sent from corporate America’s earnings. After starting off the week on shaky footing amid another bout of uncertainty surrounding…
Anthropic’s Claude Mythos might have cybersecurity investors on pause, but I think it’s far too early in the game to count out the likes of CrowdStrike (NASDAQ:CRWD | CRWD Price Prediction) or…
The cybersecurity trade has been quite the stomach-churner in recent weeks, thanks in part to the rise of Anthropic’s Claude Mythos. It’s the AI model so powerful and dangerous that the firm…
Joey Frenette 
