The iShares Expanded Tech-Software Sector ETF (NASDAQ:IGV) closed Friday at $88.20, down 16.5% year to date and 18.9% over the past year, despite the broader AI trade still drawing capital. IGV’s slide…
You’d have to be pretty brave to go bargain-hunting in the hard-hit software scene, especially as the year started with a so-called SaaS-pocalypse sparked by AI disruption fears. Indeed, there’s a good…
Shares of Palo Alto Networks (NASDAQ:PANW | PANW Price Prediction) are up 9% to $331.91 at midday Monday, leading a sharp rally across cybersecurity platform leaders. CrowdStrike (NASDAQ:CRWD) stock is up 7%…
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…
Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) stock is the standout laggard in enterprise software at midday Monday, sliding 7% to around $120. The move tracks with Fuse data showing PLTR shares…
Zscaler (NASDAQ: ZS | ZS Price Prediction) founder and CEO Jay Chaudhry used the company’s latest earnings call to sharpen a thesis becoming the bull case for cybersecurity: autonomous AI agents will…
While the market spent Friday selling tech, Hightower Chief Investment Strategist Stephanie Link sees the sell-off as a way to get in on the next major opportunity. Speaking on CNBC the morning…
From Firewall Vendor to AI Security Platform A decade ago, Palo Alto Networks (NASDAQ: PANW | PANW Price Prediction) was still primarily known as a next-generation firewall company competing with legacy network…
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…
Shares of CrowdStrike (NASDAQ:CRWD | CRWD Price Prediction) are down 8% in early Thursday trading, changing hands near $679 after Wednesday’s close of $747.61. The move marks the cybersecurity leader’s worst single-day…
Live Updates Palo Alto Networks Q3 Earnings Coverage Wrap-Up4:54pm ETThat wraps up our initial coverage of PANW’s Q3 results. Thank you for stopping by! Surprises That Came Out of Palo Alto's Q3…
Thomas Richmond Shares of Cisco Systems (NASDAQ:CSCO | CSCO Price Prediction) are up 5% in midday trading on Tuesday, June 2, changing hands at $127 and change after a Monday close of $121.33. Cisco…
Palo Alto Networks (NASDAQ:PANW | PANW Price Prediction) is positioned as a long-duration compounder because cybersecurity has crossed the line from corporate luxury into non-discretionary utility, and the company sits at the…
Alex Sirois There’s been a lot of excitement and awe following Anthropic’s release of Claude Mythos and its limited release to members of Project Glasswing. At the same time, though, there’s also been a…
Joey Frenette The story for investors who own shares of both Palo Alto Networks (NASDAQ:PANW | PANW Price Prediction) and Palantir Technologies (NASDAQ:PLTR) this year has been a study in divergence. Palo Alto Networks…
