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A number of stocks fell in the afternoon session after escalating geopolitical tensions in the Middle East and climbing global bond yields dampened investor risk appetite.
CRWD's AI security momentum supports growth, but slowing sales and a premium valuation call for a cautious approach.
This cybersecurity company could be one of the biggest winners of agentic AI.
Today Executive Moves: John Ternus takes the helm at Apple, succeeding Tim Cook Fed speaker: Fed governor Michael Barr, 9:05 a.m. ET Earnings (a.m.): Medtronic, Alimentation Couche-Tard Earnings (p.
Shares of CrowdStrike Holdings (NASDAQ:CRWD) are climbing 4% to $227.84 in Monday morning trading after the company opened its Fal.Con 2026 conference in Las Vegas with platform announcements. CrowdStrike stock was up 86% year to date through Friday’s close, and Monday’s move extends that run into fresh territory. This rally stands out against a softer […]
ZS heads into Q4'26 earnings with 22% revenue growth expected, as AI security demand, Zero Trust momentum and Z-Flex deals support growth.
Today Meetings: G20 finance ministers and central-bank governors meeting Economic data: Texas manufacturing outlook survey, agricultural prices, portfolio holdings of foreign securities, preliminary results Tomorrow Executive Moves: John Ternus succeeds Tim Cook as Apple’s CEO Fed speaker: Fed governor Michael Barr, 9:05 a.
Zscaler stock has fallen about 34% over the past five years, yet a current intrinsic value estimate based on a Discounted Cash Flow (DCF) approach screens the shares as trading at a discount to that estimate while market multiples look closer to fair. This mix of signals, together with recent analyst optimism and expanding partnerships, leaves Zscaler looking neither clearly cheap nor clearly expensive. Over five years the share price decline of about 34% suggests investors have already...
PANW heads into Q4 earnings with platformization, AI-security adoption and deal wins supporting growth, while acquisition costs pose pressure.
SentinelOne (NYSE:S) delivered a revenue beat and a record operating margin, yet a trimmed full-year profit outlook is what investors focused on Friday morning. The reaction pulled the broader cybersecurity group lower even as the S&P 500 held steady, a rare split between a specific-name catalyst and the broad market. SentinelOne stock is down 8% […]
The S&P 500 Index ($SPX ) (SPY ) is up by +0.17% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.18%. E-mini S&P futures (ESU26 ) are up +0.10%, and September E-mini...
A number of stocks jumped in the afternoon session after quarterly earnings and upbeat corporate commentary signaled that artificial intelligence is driving growth across enterprise software rather than threatening legacy business models.
Shares of software supply chain platform JFrog (NASDAQ:FROG) jumped 10.1% in the afternoon session after the company announced integrations with Zscaler, Cloudflare, and Netskope to block malicious software packages at the network level and launched its JFrog Traffic Controller.
Salesforce stock (CRM) surges ahead by over 22% on Thursday since releasing strong second quarter earnings results, coming at a time when AI demand is driving growth within the software sector. Macquarie US head of software and services research Steve Koenig examines what he is seeing from tech investors and how Salesforce performed.
Software is eating the world, and virtually no business is left untouched by it. Companies bringing it to life have been rewarded with explosive earnings growth, and the upward trend shows no signs of stopping as the industry has posted a 44.6% gain over the past six months, beating the S&P 500 by 32.9 percentage points.
CrowdStrike and Okta dropped results after Wednesday's close, and the shockwave landed hardest on the cybersecurity names the market had spent months punishing. The rotation playing out Thursday reveals something unusual about where sentiment repair actually goes.
The S&P 500 Index ($SPX ) (SPY ) is up by +0.59% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.33%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +1.03%. E-mini S&P futures (ESU26 ) are up +0.55%, and September E-mini...
The S&P 500 Index ($SPX ) (SPY ) is up by +0.39% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.84%. E-mini S&P futures (ESU26 ) are up +0.30%, and September E-mini...
The cybersecurity companies are benefiting from AI adoption that is driving demand for security products.
The options market is charging more than this stock's own past year of movement would justify, and the range it prices runs from a level inside the past year's trading range to one well above the top of it.
CrowdStrike (CRWD) shares spiked early Thursday after the company raised its full-year net new annua
The cybersecurity companies are benefiting from AI adoption that is driving demand for security products.
Zscaler (ZS) concluded the recent trading session at $170.31, signifying a +1.12% move from its prior day's close.
CrowdStrike (CRWD) delivered earnings and revenue surprises of +6.90% and +2.15%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?
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