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Investing.com -- The software sector is catching a major tailwind today, fueled by a noticeable rotation out of semiconductor stocks and into high-growth enterprise tech. Microsoft’s (NASDAQ: MSFT) strong pre-market rally—driven by a massive $90 billion Q4 print and 43% Azure growth—has ignited a broader bid across the iShares Expanded Tech-Software Sector ETF.
Wall Street analysts are busy reshuffling their ratings ahead of the Fed meeting, with surprise double-upgrades, dramatic target cuts, and fresh initiations spanning surgical robots to cybersecurity. Find out which names made the biggest moves today.
July 27 () - Nvidia said on Monday it had formed a coalition with other companies to develop and share tools for AI safety and cybersecurity, days after the Hugging Face incident drew attention to the dangers of losing control of autonomous AI agents. The Open Secure AI Alliance, with founding members including Adobe, CrowdStrike, Hugging Face and Dell Technologies, follows a public letter, signed by a wide range of companies including OpenAI, which advocates for open-weight AI models.
CrowdStrike’s is set to report Q2 earnings, and analysts are expecting EPS growth and continued long-term earnings expansion.
Cybersecurity stocks' lofty valuations warrant caution ahead of upcoming quarterly results, especial
A bad day for International Business Machines has turned into great day for CrowdStrike Holdings and other cybersecurity companies. The reason why seems to be a short reference about cybersecurity in a letter to shareholders from IBM CEO Arvind Krishna. Krishna discussed how IBM clients in June shifted quarterly capital spending toward servers, storage, and memory purchases ahead of expected price increases.
A bad day for International Business Machines has turned into great day for CrowdStrike Holdings and other cybersecurity companies. The reason why seems to be a short reference about cybersecurity in a letter to shareholders from IBM CEO Arvind Krishna. Krishna discussed how IBM clients in June shifted quarterly capital spending toward servers, storage, and memory purchases ahead of expected price increases.
FEATURE The artificial-intelligence trade appeared to be reignited Tuesday as investors digested a slew of bank earnings reports ahead of the consumer-price index inflation report for June. International Business Machines sank 23% after the company’s preliminary second-quarter adjusted earnings and revenue missed analysts’ targets.
This consumer-facing company has increased its net sales annually for more than three decades.
On CNBC’s Squawk Box on July 7, 2026, anchors dug into fresh Reuters reporting that the U.S. cyber defense agency is using Anthropic’s Mythos software to audit federal code for vulnerabilities foreign adversaries could exploit. The tool, per that reporting, has already flagged a meaningful number of bugs in government systems. For an industry that ... The U.S. Government Is Now Using Anthropic’s AI to Hunt Bugs in Its Own Code
Pre-Market Stock Futures: Futures are trading higher as we get ready to start a holiday-shortened trading week, with the Federal 4th of July holiday scheduled for Friday, before we celebrate the 250th anniversary of the country on Saturday. Futures are higher after reports that the U.S. and Iran have agreed to halt hostilities, which we ... Here Are Monday’s Best Wall Street Analyst Research Calls: Adobe, Applovin, Casey’s General Stores, CrowdStrike, Honeywell Aerospace, Salesforce, Synaptics,
CrowdStrike (CRWD) and Amazon Web Services are racing to close a security gap that most enterprises do not yet know they have. Companies are deploying AI agents into production faster than their security teams can monitor what those agents actually do once live. That mismatch, not the partnership ...
US stocks (^DJI, ^IXIC, ^GSPC) ended Wednesday's session in negative territory after Federal Reserve officials unanimously voted to hold interest rates at their June FOMC meeting today, while also forecasting at least one possible rate hike ahead. Yahoo Finance Markets and Data Editor Jared Blikre breaks down the trading day's market reactions to the Fed's big decision. This was Kevin Warsh's first FOMC meeting he presided over as the new chairman of the Fed.
A merger of Elon Musk's companies would be valued at $3.6 trillion.
For the past two years, the story of AI on Wall Street has mostly been about speed. Faster research, faster summaries, faster answers to questions an analyst would otherwise spend an afternoon on. That story is now changing shape. The systems now being built are not just answering questions about ...
CrowdStrike has delivered solid returns for shareholders over the past year.
Dow Jones futures: The S&P 500 and Nasdaq jumped as Trump canceled Iran strikes, but still below key levels. The SpaceX IPO priced at 135 a share. CrowdStrike flashed a new buy signal.
Chewy (NYSE:CHWY) reported first-quarter fiscal 2026 results that showed continued sales growth, higher profitability and strong free cash flow, while management lowered its full-year sales outlook to account for a softer consumer environment in the pet category. Chief Executive Officer Sumit Singh
Volatility was the operative word to describe the latest round of cybersecurity earnings. See who skyrocketed, and who got markets knocked down a peg.
Morningstar called AVGO one of its top tech picks, forecasting nearly $200 billion in AI revenue by fiscal 2028.
A strong quarter and its first stock split as a public company weren't enough to satisfy a stock priced for perfection.
Some quarters validate a thesis, and others rewrite it entirely. CrowdStrike (CRWD) just delivered the latter. The 15-year-old cybersecurity goliath reported first-quarter fiscal 2027 results on June 3 that beat expectations across every guided metric, raised full-year guidance meaningfully, and ...
CrowdStrike Sees Exploding AI Security Demand After Strong Quarter