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Nvidia's most recent earnings and guidance blew past expectations and set up another stellar year for anything AI-related.

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 priced right now.

The cybersecurity company posted adjusted earnings of $1.19 a share on revenue of $898.2 million, beating Wall Street expectations.

Palo Alto Networks' surging NGS ARR, strong cash flow and attractive valuation strengthen the case for PANW stock.

Cybersecurity companies have been firing on all cylinders. Here’s what I’m watching with Zscaler tomorrow.

Adjusted earnings per share were $1.02, up from 95 cents last year, ahead of Wall Street projections of 98 cents.

The Dow Jones and Nasdaq 100 fell below their 50-day lines as oil prices jumped. Dell, Palo Alto and Credo were earnings movers late.

Palo Alto Networks is scheduled to report its fourth-quarter earnings following a volatile year for its stock price.

Yahoo Finance's Josh Lipton takes a closer look at the top stories for investors to watch on Tuesday, Sept. 1, including John Ternus's first day as Apple (AAPL) CEO, quarterly earnings from Dell (DELL) and Palo Alto Networks (PANW), and July's Job Openings and Labor Turnover Survey (JOLTS).

CrowdStrike Holdings (NASDAQ:CRWD) just posted the best quarter in its history, and the numbers back that up. Net new annual recurring revenue hit $333 million on August 26, accelerating to 51% growth and beating the high end of guidance by more than $45 million. Total revenue climbed 26% to $1.47 billion, a fifth straight quarter […]

Net new ARR hit $333 million, accelerating 51% as AI security demand surges.

ZS heads into Q4'26 earnings with 22% revenue growth expected, as AI security demand, Zero Trust momentum and Z-Flex deals support growth.

CrowdStrike Holdings recently reported past second-quarter results showing revenue rising to US$1,470.9 million and moving from a net loss to a modest net profit, while also lifting its full-year revenue guidance and issuing higher forecasts for the coming quarter. At the same time, new integrations with partners like Theta Lake and Endace are expanding Falcon Next-Gen SIEM’s role at the center of AI-focused and network-deep security operations, reinforcing CrowdStrike’s positioning in...

Following historic performance, here’s what could happen to CRWD shares next.

The Standard & Poor's 500 index edged up 0.5% this week amid stronger-than-expected quarterly report

OKTA shares jump 28.63% after Q2 results beat estimates, as stronger bookings, enterprise demand and AI-agent security boosted its outlook.

Dell stock is showing relative strength along with Snowflake and Palo Alto Networks as all three names get ready to report earnings.

Shares of Elastic jump after the software developer beats analysts’ earnings target and hikes its guidance.

Cybersecurity stocks surged on Thursday after CrowdStrike (CRWD) and Okta (OKTA) both topped Q2 expectations yesterday evening and raised their outlooks.

(Updates with index/price moves, macroeconomic data and analyst comments from the first paragraph.)

(Updates with index/price moves and geopolitical news from the first paragraph.) US equity indexe

All three major US stock indexes were up in late-morning trading Thursday, after Nvidia (NVDA) relea

Software and semiconductor stocks are high-flying in morning trading on the backs of stellar Salesforce, Crowdstrike and Nvidia earnings Wednesday. Salesforce is up more than 20%. The software giant said it was deepening its partnership with Anthropic, boosting investor confidence in its ability to integrate AI into its software.

CrowdStrike's earnings beat highlights strong cybersecurity demand. Discover ETFs positioned to benefit from CRWD's growth and the broader sector's momentum.

CrowdStrike beats Q2 estimates as record net new ARR, Falcon Flex adoption and AI-security demand drive growth and a higher fiscal 2027 outlook.

CrowdStrike lifts its fiscal 2027 ARR outlook as Falcon Flex accelerates platform adoption and AI security demand broadens across the business.

Software stocks gained after Salesforce CEO Marc Benioff said the SaaSpocalypse was over.

Okta and CrowdStrike both crushed earnings, but one stock is surging nearly twice as hard as the other despite posting slower growth and a troubling dip in a key bookings metric.

Nasdaq 100 and S&P 500 futures jumped Thursday as AI-tied shares surged following a blowout earnings report from chipmaking giant Nvidia.

Nvidia stock was surging alongside Salesforce and CrowdStrike. They all delivered impressive earnings in a reminder of the power of incumbents.