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 ...
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The S&P 500 Index ($SPX ) (SPY ) today is up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.89%. September E-mini S&P futures (ESU26 ) are up +0.44%, and September E-mini Nasdaq futures...
(Bloomberg) -- China’s latest barrage of countermeasures against the US drew on an expanding legal arsenal, demonstrating Beijing’s growing capacity to retaliate while warning Washington against further tech curbs before Xi Jinping’s expected visit next month.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftMicrosoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowMajor Hedge Funds Targeted in Wave of Att
China has launched a cybersecurity review of products sold in the country by U.S. company Palo Alto Networks, citing risks to critical information infrastructure and national security, the country's cyberspace regulator said on Thursday. The Cyberspace Administration of China (CAC) said the review was initiated under China's national security and cybersecurity laws. It did not identify the products involved, detail alleged vulnerabilities or say what action Palo Alto could face.
Qualys (QLYS) delivered earnings and revenue surprises of +11.24% and +2.06%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
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 $90 billion Q4 print and 43% Azure growth—has ignited a broader bid across the iShares Expanded Tech-Software Sector ETF.
Fortinet (FTNT) delivered earnings and revenue surprises of +20.00% and +8.62%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Palo Alto Networks is expected to announce its fourth-quarter earnings soon, and Wall Street forecasts a double-digit rise in its bottom line.
Cybersecurity stocks' lofty valuations warrant caution ahead of upcoming quarterly results, especial
Alphabet, Tesla, and Intel are among the key companies reporting their second-quarter results later this week.
Wall Street analysts are reshuffling their bets on Thursday, sending some of the market's biggest names in opposite directions as geopolitical tensions and inflation crosscurrents cloud the outlook. Find out which stocks got upgraded, downgraded, or newly covered today.
A bad day for International Business Machines has turned into great day for CrowdStrike Holdings and other cybersecurity companies. The reason why seems to be a short reference about cybersecurity in a letter to shareholders from IBM CEO Arvind Krishna. Krishna discussed how IBM clients in June shifted quarterly capital spending toward servers, storage, and memory purchases ahead of expected price increases.
Cooler inflation data sent cybersecurity stocks surging Tuesday, but the real question is whether today's spike reflects genuine conviction or a rate-cut sugar rush that evaporates the moment sentiment shifts.
A bad day for International Business Machines has turned into great day for CrowdStrike Holdings and other cybersecurity companies. The reason why seems to be a short reference about cybersecurity in a letter to shareholders from IBM CEO Arvind Krishna. Krishna discussed how IBM clients in June shifted quarterly capital spending toward servers, storage, and memory purchases ahead of expected price increases.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.30%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.60%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.97%. September E-mini S&P futures (ESU26 ) are up +0.28%, and September E-mini Nasdaq futures...
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.
Shares of major cybersecurity names are rallying in Monday’s midday session. CrowdStrike Holdings (NASDAQ:CRWD) stock is up 5% to $204 and change, leading the group higher. Palo Alto Networks (NASDAQ:PANW) shares are climbing 4% to $363, and Okta (NASDAQ:OKTA) stock is up 4% to $147. The Amplify Cybersecurity ETF (NYSE ARCA:HACK) is also higher, with ... CrowdStrike Surges 5%, Palo Alto and Okta Gain 4% as Cybersecurity Stocks Rally on Analyst Upgrades
Stocks fell as Meta buzz hit SpaceX, Micron and many AI stocks. Tesla is near a buy point with deliveries due. The June jobs report also is on tap.
The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +1.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.59%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.25%. September E-mini S&P futures (ESU26 ) rose +1.20%, and September E-mini Nasdaq futures...
On June 25, 2026, BlackBerry reported impressive earnings, driven by its booming QNX unit.
There is a pattern in technology spending cycles that Goldman Sachs thinks is repeating right now, and investors who recognize it early tend to be rewarded. When cloud infrastructure scaled between 2015 and 2020, security spending lagged by approximately 2 years before inflecting from less than 1% ...
Morningstar called AVGO one of its top tech picks, forecasting nearly $200 billion in AI revenue by fiscal 2028.
If you've spent any time around cybersecurity professionals, you've heard some version of this warning: it's not a matter of if, but when. For years, that felt like industry boilerplate. Then Anthropic's Mythos arrived, and suddenly the urgency feels different. On June 3, CNBC's Jim Cramer posted ...