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…
CrowdStrike just posted its best quarter ever and sent cybersecurity stocks surging, but history shows Palo Alto Networks has a nasty habit of falling on strong earnings reports, and the buy side…
Wall Street's loudest AI bull spent Thursday morning declaring America's first technology lead over China in three decades, then named the one policy decision that hands it straight back to Huawei.
Joel South AI agents are multiplying inside corporate networks faster than security teams can track them, and two cybersecurity companies just proved that scramble translates directly into record-breaking revenue growth.
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…
Dan Ives went on live TV and named six AI stocks he says will lead the next leg up. Every single one was already sitting inside a fund that bears his name,…
Nvidia just shattered revenue records, and now a wave of cybersecurity stocks is surging in its wake. The connection between these two sectors runs deeper than a simple momentum trade, and understanding…
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.
CrowdStrike reports after the bell tonight with its AI security narrative on the line, a stretched valuation, and options traders quietly positioning for a stumble. Five signals will reveal whether the Mythos…
Thomas Richmond Salesforce and CrowdStrike both report on the same evening, putting two very different recovery stories side by side. For a retirement portfolio, the signals behind one name line up cleanly while the…
CrowdStrike heads into its August 26 earnings report carrying momentum that has surprised Wall Street eight times in a row, and the setup heading into fiscal Q2 2027 suggests investors may want…
A top global tech CEO just declared that machine-speed attacks have made human-speed defense obsolete, and that single claim reshuffles which cybersecurity vendors survive the AI era and which ones quietly become…
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…
A senior member of the House Intelligence Committee's cyber subcommittee just disclosed purchases of three pure-play cybersecurity stocks, and whether that filing reveals anything worth acting on depends entirely on a structural…
