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China is mad at Palo Alto Networks. Should you worry?

In March 2023, China opened its first-ever cybersecurity review into a foreign company’s products. The target was Micron, the Idaho-based memory chipmaker, CNBC reported, and the case ended seven weeks later with a ban on the sale of its products to Chinese state infrastructure operators. That ...

The Dow Jones Industrial Average was down in late-morning trading Thursday, while the the S&P 500 an

Nvidia assembled nearly 40 tech and cybersecurity giants for a new open-source AI defense coalition, but Meta was not among the listed founding members.

Investing.com -- Morgan Stanley has pushed back against negative investor sentiment toward the software sector, telling investors in a note on Tuesday that the market has become "too negative on the group" and naming eight Overweight-rated companies best positioned for the AI era.

The S&P 500 Index ($SPX ) (SPY ) today is down -1.06%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.12%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -2.23%. September E-mini S&P futures (ESU26 ) are down -0.95%, and September E-mini Nasdaq futures...

SpaceX initiated, Lululemon downgraded: Wall Street's top analyst calls

IBM's dismal preliminary results put a company-specific face on a larger change: Software and chip stocks are no longer moving in anything close to lockstep.

Nikesh Arora called a 54% efficiency gain from OpenAI's latest model "a good start" but said costs must keep falling over the next two years

First, Palo Alto stock got a price target hike -- then it's stock dropped.

ZS' steep drop, slowing growth and higher AI-related costs worry investors, but strong results, AI security traction and cheaper valuation support holding the stock.

Palantir Technologies (NASDAQ:PLTR) 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 down 6% on the session, while the broader high-multiple software cohort barely budges. Compare that to the day’s scoreboard for the named peers. Palo Alto Networks (NASDAQ:PANW) ... Palantir Is Down 7% Today: Is It Underperforming Software Peers Like Palo Alto and CrowdStrike?

The S&P 500 Index ($SPX ) (SPY ) today is down -0.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.69%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.83%. June E-mini S&P futures (ESM26 ) are down -0.20%, and June E-mini Nasdaq futures...

Adobe is working hard to monetize AI by enabling more aggressive client acquisition with freemium products and services in 2026.

Shares of CrowdStrike (NASDAQ:CRWD) 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 drop in about 22 months, despite a fiscal Q1 2027 earnings beat and a raised outlook. Cybersecurity peer Palo Alto Networks (NASDAQ:PANW) is dipping modestly in sympathy, ... CrowdStrike Sinks 9% as Earnings Beat Falls Short of Lofty Expectations, Weighing on Palo Alto Networks

June Nasdaq 100 E-Mini futures (NQM26) are trending down -1.12% this morning as a disappointing forecast from Broadcom led investors to hit pause on the AI trade.

CrowdStrike shares slid 11% in Thursday's premarket trading after the cybersecurity firm's annual recurring revenue (ARR) growth failed ‌to impress investors expecting a boost from AI investments. The stock ‌had rallied 60% in May. CrowdStrike's ARR grew 22% year-over-year to $4.44 billion, of which $193.8 million ​of net new ARR was added in the first quarter.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.40%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.74%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.08%. June E-mini S&P futures (ESM26 ) are down -0.48%, and June E-mini Nasdaq futures...

Stock Market Today: The Dow Jones index dropped Wednesday after Trump's latest U.S.-Iran comments. Palo Alto stock sold off on earnings.

US stocks wavered at the open as Wall Street weighed the promise of the AI trade against fragile US-Iran negotiations.

The stock market hit new highs amid a win streak. AI and metals led while Google tested support. Palo Alto jumped late on earnings.

Investing.com -- Software stocks rallied broadly on Monday after Nvidia CEO Jensen Huang dismissed concerns that the industry faces disruption from advanced AI tools.

Palo Alto Networks stock and CrowdStrike were slipping after peer Zscaler gave underwhelming guidance but Wall Street is still upbeat on cybersecurity.

Investing.com -- Cybersecurity stocks faced a bruising session on Wednesday as a combination of new competition from Google and a disappointing corporate outlook triggered a broad sector selloff.

Palo Alto Networks stock and CrowdStrike were slipping after peer Zscaler gave underwhelming guidance but Wall Street is still upbeat on cybersecurity.

In the latest trading session, Palo Alto Networks (PANW) closed at $256.75, marking a -1.47% move from the previous day.

Cisco Systems (NASDAQ: CSCO) shares surged as much as 17% in post-market trading following the Q3 2026 release, though the rally was not merely a reaction to the headline numbers. While revenue hit $15.84 billion, surpassing the $15.56 billion consensus, and non-GAAP EPS of $1.06 cleared expectations, the real catalyst was a massive upward revision in the company's full-year outlook. By raising fiscal 2026 revenue guidance to a range of $62.8 billion to $63.0 billion, Cisco signaled that a speci

Check Point Software Technologies on Thursday reported first quarter earnings that topped estimates while revenue and billings missed Wall Street targets. CHKP stock fell on the news. The cybersecurity firm reported earnings before the market open.