CrowdStrike just turned its biggest rivals into data suppliers feeding the Falcon platform, and the market is paying attention. Here is what the Fal.Con 2026 keynotes reveal about where enterprise cybersecurity is…
SentinelOne beat revenue estimates and posted a record operating margin, yet investors punished the stock hard and dragged a top cybersecurity rival down with it. One number buried in the guidance spooked…
CrowdStrike and Okta dropped results after Wednesday's close, and the shockwave landed hardest on the cybersecurity names the market had spent months punishing. The rotation playing out Thursday reveals something unusual about…
Okta and CrowdStrike both crushed earnings, but one stock is surging nearly twice as hard as the other despite posting slower growth and a troubling dip in a key bookings metric.
Truist just raised its CrowdStrike price target by a wide margin and called the cybersecurity setup constructive, yet the stock is bleeding into earnings week anyway. Two smaller names are quietly bucking…
Chipmakers grabbed the spotlight during AI's first wave, but the real money in the next phase may flow somewhere most investors are not looking yet. Three ETFs targeting cloud, cybersecurity, and software…
Wells Fargo just slashed its price targets on two major cybersecurity stocks while keeping cautious ratings intact, and that contradiction tells investors something important about where this red-hot sector actually stands heading…
Cooler inflation data sent cybersecurity stocks surging Tuesday, but the real question is whether today's spike reflects genuine conviction or a rate-cut sugar rush that evaporates the moment sentiment shifts.
Cybersecurity combines defensive spending with tech-sector growth, and two ETFs dominate retail exposure: the First Trust NASDAQ Cybersecurity ETF (NASDAQ:CIBR) and the Amplify Cybersecurity ETF (NYSEARCA:HACK). They own many of the same…
Shares of Palo Alto Networks (NASDAQ:PANW | PANW Price Prediction) are climbing again Thursday, up 5% in midday trading to $337 as the broader cybersecurity sector rebounds. The move caps a powerful…
Global cybersecurity spending is forecast to exceed $300 billion in 2026, and the catalyst is no longer abstract. AI agents now outnumber human identities within enterprises by roughly 109 to 1; Fortinet’s…
Holders of CrowdStrike (NASDAQ:CRWD | CRWD Price Prediction) own the household name in cybersecurity, and the stock has rewarded that conviction with a 45.26% year-to-date gain through June 23. The catch is…
A dollar in First Trust NASDAQ Cybersecurity ETF (NASDAQ:CIBR) on the last trading day of 2025 was worth about $1.22 by the close on June 5, 2026, while the same dollar in…
Enterprise cybersecurity budgets are on track to reach $215 billion in 2026, according to Gartner, as AI-powered phishing, prompt-injection attacks against language models, and tighter CISA disclosure rules push security spending higher…
State Street’s 2026 Global ETF Outlook flags a resilience pivot that reaches beyond traditional defensive assets. On page 13, the firm writes that “Early 2026 indications suggest we may be in for…
