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This week, all eyes will be on Nvidia earnings and Fed Chair Kevin who will deliver his first major economic policy address at Jackson Hole.

The market rally suffered damage last week, though bitcoin and gold shined. Nvidia and CrowdStrike earnings are critical while Fed's Warsh will make a big speech.

It’s late August, but the coming week will be a big one for markets. Headline events include Nvidia earnings after the bell Wednesday and Kevin Warsh’s first major policy speech as Federal Reserve chairman on Friday.

Dow Jones futures: Crude oil continues to climb while bitcoin jumped again amid a weak dollar. Walmart earnings are in focus.

For CrowdStrike stock, this options trade centering on selling a put could generate around $235 in option premium.

Truist raised its price targets for CrowdStrike, Rubrik and SailPoint while maintaining ‘Buy’ ratings on all three stocks.

CrowdStrike Holdings Inc (NASDAQ:CRWD) is set to report second-quarter fiscal 2027 results on August 26 after market close, with investors watching closely following a 19% rally in the stock since the company's first-quarter print, according to a note from BofA Securities. BofA said investors...

Bank of America hiked its price targets on cybersecurity stocks on views that worsening AI-based threats support higher valuations.

Wells Fargo Flags Strong AI Demand for CrowdStrike and Palo Alto Before Results

Cerebras Stock Gets a Fresh Boost as Wedbush Eyes $280 Target

Cybersecurity faces a new era as hackers automate attacks. The troubling trend brings serious implications for AI stocks.

Investors have plenty of reasons to be uncertain right now. But that has not wholly shaken companies' faith in their ability to deliver strong earnings growth this year.

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.

The cybersecurity company's earnings were so good the stock is set to join the exclusive club of S&P 500 names to double in 2026.

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.

Advanced Micro Devices and Cerebras Systems on Wednesday separately announced partnerships related to their AI chips. AMD stock and Cerebras stock rose on the news as semiconductor stocks overall advanced.

Cybersecurity stocks' lofty valuations warrant caution ahead of upcoming quarterly results, especial

The cybersecurity leader's double-digit jump wasn't about a new product or a big contract, but something much bigger.

Chip-gear giant ASML rose with the Nasdaq and AI stocks at key levels. Oil prices topped $80 a barrel on new U.S. attacks vs. Iran.

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.