CrowdStrike just launched a startup accelerator with Amazon and NVIDIA aimed squarely at the agentic AI era, and it sent the entire cybersecurity sector surging. Whether that enthusiasm survives contact with actual…
Agentic AI took center stage as Zscaler (NASDAQ:ZS | ZS Price Prediction) hosted its Investor Day in New York City and reaffirmed its guidance for the current quarter and the full fiscal…
Fortinet built its own chips when rivals wouldn't, kept its founder at the helm, and sat through a brutal two-year slump that punished investors who blinked. Whether the stock's explosive comeback signals…
BlackBerry (NYSE:BB) stock advanced 5% to $9.14 on Wednesday, supported by continued momentum in its QNX automotive software business. Palo Alto Networks (NASDAQ:PANW | PANW Price Prediction) shares gained 4% to $403.01,…
Palo Alto and CrowdStrike both reported blockbuster quarters and both credit AI for pushing cybersecurity to the top of every CIO's budget. But their strategies, valuations, and risk profiles point in opposite…
Palo Alto Networks CEO Nikesh Arora said something on the earnings call that most tech executives only whisper, and it tells you exactly why one investor keeps adding to his position despite…
While cybersecurity peers doubled in value over the past year, Zscaler slid past 30% and now sits at a crossroads where one bold analyst sees a very different story unfolding than the…
Wall Street analysts have collectively run out of upside to offer on Palo Alto Networks, yet traders keep pushing the stock toward record highs. Something has to give, and figuring out which…
Omor Ibne Ehsan Cybersecurity stocks are rallying in Wednesday morning trading as broader large-cap technology names slide. The First Trust NASDAQ Cybersecurity ETF (NASDAQ:CIBR) is up 1% for the session. However, the Invesco QQQ Trust…
Cybersecurity stocks are extending last week’s advance into Monday’s midday session, and the leaders today are identity and endpoint names rather than the network security franchise. CrowdStrike Holdings (NASDAQ:CRWD | CRWD Price…
CrowdStrike and Palo Alto Networks have both roughly doubled this year, but an AI safety scare just sent them in opposite directions against Wall Street's consensus targets, raising a pointed question about…
CrowdStrike (NASDAQ:CRWD | CRWD Price Prediction) stock is leading a second-day surge in cybersecurity names midday Tuesday, extending Monday’s rotation as investors reprice the security bill that comes with enterprise artificial intelligence…
CrowdStrike (NASDAQ:CRWD | CRWD Price Prediction) stock is up 12% to $232.08, Zscaler (NASDAQ:ZS) stock is rising 12% to $183.97, and Palo Alto Networks (NASDAQ:PANW) stock is jumping 11% to $366.40 in…
A security partnership with OpenAI sent Cloudflare shares surging while cybersecurity giants CrowdStrike and Palo Alto sat out the rally entirely, raising a pointed question about which AI security narrative investors actually…
Wall Street returns from summer vacation to a market suddenly bracing for a rate hike, with fresh analyst calls on Intel, Lockheed Martin, Amgen, and SpaceX adding more pressure points to an…
