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 Live Updates Does the Stock Reaction Make Sense? 4:23pm ETPalo Alto Networks beat on both lines—revenue up 15% to $2.6B and non-GAAP EPS of $1.03 versus the $0.96 estimate—yet the stock sits…
Joel South Palo Alto Networks (NASDAQ:PANW | PANW Price Prediction) had a volatile week, climbing 4.79% to close Friday at $166.95 after starting the week at $159.32. The stock remains down 9.36% year-to-date and…
Anthropic released 11 new plug-ins for its Claude Cowork AI tool at the end of January sparking a massive sell-off in SaaS stocks. The update — enabling automation in sectors like legal,…
Agentic AI has caused quite the panic in some of the software names out there. Undoubtedly, some software companies are definitely vulnerable as AI agents look to become more capable. But not…
Software stocks have split into two camps in 2026. The winners are printing money with expanding margins and accelerating growth. The losers are treading water despite solid execution. What separates them? Profitability…
Live Updates Year-to-Date Performances 9:50am ETThe major stock market averages are on track for the following performances in 2025 so far: Dow Jones Industrial Average: Up 14.1% S&P 500: Up 17.4% Nasdaq…
Live Updates Big Tech Moves 11:45am ETWedbush refreshed its targets on two Big Tech stocks, sticking with “outperform” ratings on both. The firm lifted its price target on Alphabet’s Google (Nasdaq: GOOGL)…
After yesterday’s debacle in which approximately $1 trillion in market capitalization was erased from the stock market, some technology stocks are still hunting a bottom. With the Nasdaq Composite now down 3%…
Pre-Market Stock Futures: The futures are trading higher as we get ready to close out a volatility-filled week that saw a massive roller coaster ride on Thursday after NVIDIA Corp. (NASDAQ: NVDA…
