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…
CrowdStrike (NASDAQ:CRWD | CRWD Price Prediction) stock is sliding hard this morning. CRWD shares are down 7% on Friday, trading around $365 after opening at $392.62. That puts the stock in uncomfortable territory…
Live Updates Volatility Soars12:10pm ETStock market volatility is soaring, with the CBOE Volatility Index (VIX) index up over 5% today. The VIX, also known as the market’s “fear gauge,” is rising despite…
Three tech ETFs. Three very different portfolios. FTEC, IGV, and XNTK each carry the “technology” label, but what they actually hold — and how they’ve performed — tells three distinct stories about…
WisdomTree Cybersecurity Fund (NASDAQ:WCBR) is down about 5% year-to-date while the agentic AI buildout it was designed to benefit from is accelerating faster than almost anyone anticipated. That gap between thesis and…
SentinelOne (NYSE:S | S Price Prediction) CEO Tomer Weingarten made a pointed claim on live TV recently that cuts right to the heart of the enterprise security debate: “Microsoft has the most…
With pro-Iran retaliatory cyberattacks escalating following U.S.-Israeli strikes, CISA leadership in turmoil, and AI agents rapidly expanding corporate attack surfaces, the cybersecurity investment case has never been more urgent. The market is…
Pre-Market Stock Futures: Futures are down big as oil shoots higher on Tuesday. After a big early morning sell-off on Monday, the buy-the-dip buyers returned with a vengeance, and by the end…
One of the world’s foremost cybersecurity names, Palo Alto Networks (NASDAQ:PANW | PANW Price Prediction) is down 21% year-to-date and 24% over the past year, sitting at $144 against a 52-week high…
David Beren Both CrowdStrike (NASDAQ: CRWD | CRWD Price Prediction) and Palo Alto Networks (NASDAQ: PANW) operate at the center of enterprise cybersecurity, share the same AI-driven demand tailwind, and have each pulled back…
Yesterday we were watching whether Palo Alto Networks could extend its earnings beat streak and deliver the forward guidance investors expected. The company delivered a solid quarter after the bell Tuesday, but…
Joel South 
