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Stocks Tumble as the Rout in Chipmakers Deepens
Barchart25d agobearish
Stocks Tumble as the Rout in Chipmakers Deepens

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...

1 Mid-Cap Stock for Long-Term Investors and 2 Facing Challenges
StockStory26d agoneutral
1 Mid-Cap Stock for Long-Term Investors and 2 Facing Challenges

Mid-cap stocks have the best odds of scaling into $100 billion corporations thanks to their tested business models and large addressable markets. But the many opportunities in front of them attract significant competition, spanning from industry behemoths with seemingly infinite resources to small, nimble players with chips on their shoulders.

Okta (OKTA) Wins Partner Recognition For Identity Security Push In Cloud And AI
Simply Wall St.26d agobullish
Okta (OKTA) Wins Partner Recognition For Identity Security Push In Cloud And AI

Okta and Master Concept were recognized for their collaboration in identity security for complex cloud and AI environments. Master Concept received the Okta Catalyst Award for Strategic Excellence, highlighting joint work across Asia. The award points to concrete business development and market expansion activity that adds to Okta's global identity security footprint. For investors tracking Okta, ticker NasdaqGS:OKTA, this award highlights how the company is working with partners to address...

Okta (OKTA) Stock May Be Fully Priced Following Its 114% Run
Simply Wall St.27d agoneutral
Okta (OKTA) Stock May Be Fully Priced Following Its 114% Run

Okta stock has delivered a 114.4% return over the past three years, and after that kind of run the current checks suggest it no longer looks like an obvious bargain. The Discounted Cash Flow (DCF) estimate points to a price that is roughly in line with the market, while traditional multiples lean rich. Over three years, Okta's share price is up 114.4%, which puts extra focus on whether recent gains are already baking in a lot of good news. On the one hand, heightened attention on...

Why CrowdStrike Stock Got a Big Boost From IBM’s Earnings Warning
Barrons.com28d agoneutral
Why CrowdStrike Stock Got a Big Boost From IBM’s Earnings Warning

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.

IBM’s Earnings Warning Is Great for Crowdstrike Stock
Barrons.com28d agoneutral
IBM’s Earnings Warning Is Great for Crowdstrike Stock

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.

Stocks Rally on Fed-Friendly CPI Report
Barchart28d agobullish
Stocks Rally on Fed-Friendly CPI Report

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...

Okta Fireside Chat Reveals Plan to Secure the Coming Wave of AI Agents
MarketBeat29d agoneutral
Okta Fireside Chat Reveals Plan to Secure the Coming Wave of AI Agents

Okta (NASDAQ:OKTA) executives outlined the company’s strategy for securing artificial intelligence agents during a technical session focused on product direction, identity governance and emerging enterprise risks tied to agentic AI. David Bradbury, Okta’s chief security officer, opened the event by