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…
Zscaler posted a tenth consecutive earnings beat and sent shares surging, but the real question buried inside the report is whether the AI security boom reflects new enterprise budget dollars or just…
Omor Ibne Ehsan Zscaler posted a clean earnings beat and still sent the whole cybersecurity sector into retreat, raising an uncomfortable question about whether even the strongest growth numbers can justify where these stocks are…
Zscaler shares surged ahead of tonight's Q4 report, but the last three earnings beats each sent the stock down more than 12% the next day. Something has to give, and ARR growth…
Thomas Richmond CrowdStrike just turned its biggest rivals into data suppliers feeding the Falcon platform, and the market is paying attention. Here is what the Fal.Con 2026 keynotes reveal about where enterprise cybersecurity is…
SentinelOne beat revenue estimates and posted a record operating margin, yet investors punished the stock hard and dragged a top cybersecurity rival down with it. One number buried in the guidance spooked…
CrowdStrike and Okta dropped results after Wednesday's close, and the shockwave landed hardest on the cybersecurity names the market had spent months punishing. The rotation playing out Thursday reveals something unusual about…
A top global tech CEO just declared that machine-speed attacks have made human-speed defense obsolete, and that single claim reshuffles which cybersecurity vendors survive the AI era and which ones quietly become…
Citi Wealth's CIO is sounding the alarm on a threat most enterprise budgets are nowhere near prepared for, and she says AI just made it exponentially worse. Here is what she thinks…
Jim Cramer says AI shocks like DeepSeek are not a one-time event but a permanent feature of the market, and the cybersecurity stocks positioned to profit from every future wave are already…
Shares of Palo Alto Networks (NASDAQ:PANW | PANW Price Prediction) are climbing again Thursday, up 5% in midday trading to $337 as the broader cybersecurity sector rebounds. The move caps a powerful…
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…
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…
Pre-Market Stock Futures: Futures are trading higher to start a new trading week and a new month after what was an incredible May, and anybody who followed “Sell in May and Go…
Pre-Market Stock Futures: Futures are trading higher as we hit the mid-week point, as the technology-led rally continues to spiral higher. While the major indices finished the day mixed, the technology-heavy Nasdaq…
