The 2026 tape has split in two. Semiconductor stocks have ripped higher on AI infrastructure demand, while software names that powered the last cycle have stalled or rolled over. NVIDIA (NASDAQ:NVDA |…
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…
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…
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,…
Palo Alto Networks (NASDAQ:PANW | PANW Price Prediction) stock picked up a fresh analyst endorsement Tuesday morning, as Berenberg initiated coverage with a Buy rating and a $215 price target. The firm…
David Moadel 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…
Jim Cramer made an argument on a recent Mad Money segment that deserves more attention: the market has been punishing cybersecurity stocks by lumping them in with traditional software, and that categorization…
Zscaler (NASDAQ:ZS | ZS Price Prediction) stock just got downgraded by BTIG from Buy to Neutral, with the firm removing its price target entirely. The downgrade arrives as Zscaler stock has declined…
Live Updates Biggest Gainers11:53am ETHere’s a few of the stocks driving today’s market rally: Carnival Corp (NYSE: CCL) is up 10.5%. United Airlines (NYSE: UAL) is gaining 10.2%. Ciena Corp (NYSE: CIEN)…
Palo Alto Networks (NASDAQ:PANW | PANW Price Prediction) just earned a Buy initiation from Benchmark with a $200 price target, anchored to a compelling profitability thesis: The company is on track to…
Joel South CoreWeave (NASDAQ:CRWV) grabbed the spotlight on CNBC’s Stop Trading Tuesday morning, with Jim Cramer calling the company’s latest financing round a genuine watershed moment for AI infrastructure. “My god, there’s so much…
Palo Alto Networks (NASDAQ:PANW | PANW Price Prediction) is drawing renewed institutional attention after CEO Nikesh Arora made a significant open-market stock purchase, prompting JPMorgan to call it a “substantial vote of…
Joel South Palo Alto Networks (NASDAQ:PANW | PANW Price Prediction) CEO Nikesh Arora published an op-ed on March 30, 2026, titled "Weaponized Intelligence" that cuts to the heart of where cybersecurity is heading. His…
Trey Thoelcke Palo Alto Networks (NASDAQ:PANW | PANW Price Prediction) CEO Nikesh Arora made his first open-market share purchase since November 2019 on March 27, 2026, acquiring 68,085 shares worth roughly $10 million. The…
Joel South Palo Alto Networks (NASDAQ:PANW | PANW Price Prediction) and Okta (NASDAQ:OKTA) are both selling off sharply Friday, with PANW stock sliding 6% to $146 and OKTA shares dropping 7% to $73.50 as…
