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Cybersecurity companies integrating AI into their security platforms are positioned for long-term growth amid intensifying cyberattacks.

Both companies are riding the AI infrastructure boom, but Microsoft offers that exposure with faster growth and a cheaper valuation, forcing a hard look at what Fortinet's premium price is buying you from here.

IBM's dismal preliminary results put a company-specific face on a larger change: Software and chip stocks are no longer moving in anything close to lockstep.

In a Stocktwits poll that sought to gauge which names would post the best performance over the next 12 months, nearly half the users polled picked CrowdStrike as the clear winner.

Top U.S. agencies CISA, NSA, and FBI issued a joint advisory on heightened Russian state-sponsored cyber risk to critical infrastructure. The warning highlights demand for advanced network and infrastructure security platforms such as those offered by Palo Alto Networks. Palo Alto Networks was cited as a likely beneficiary of increased security focus and potential acceleration in adoption of next generation defenses. For investors watching NasdaqGS:PANW, the timing of this government alert...

The networking giant is showing independent strength, but understanding how it swings with the market is the key to owning it.

Several top-level government security agencies issued a fresh warning about cyber threats.

IBM CEO Arvind Krishna flagged cyber fears as a top priority for customers in the company’s preliminary second-quarter results.

We recently published Jim Cramer Discussed These 22 Stocks Including A Hidden Oil & Energy Play. Palo Alto Networks, Inc. (NASDAQ:PANW) is one of the stocks discussed by Jim Cramer. Cybersecurity services provider Palo Alto Networks, Inc. (NASDAQ:PANW)’s shares are up by 71% over the past year and by 81.7% year-to-date. BTIG and Wells Fargo […]

A number of stocks jumped in the morning session after U.S. and international security agencies issued a joint warning about Russian state-sponsored cyber threats targeting critical infrastructure.

For the same AI-driven software demand, Microsoft offers faster growth and a lower valuation, making it the cleaner bet despite Fortinet’s powerful momentum.

The firm sees more upside for the shares of the cybersecurity major.

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is among the Best AI Stocks. On July 7, UBS raised its price target on CrowdStrike Holdings, Inc. (NASDAQ:CRWD) to $235 from $198. The firm is bullish on the stock and maintains a Buy rating. On June 30, CNBC reported that CrowdStrike Holdings, Inc. (NASDAQ:CRWD) and Palo Alto Networks posted their strongest quarter on […]

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.

IBM's warning pointed to stronger demand for servers, storage and cybersecurity.

CrowdStrike and other cybersecurity-related stocks surged as IBM warned of a spending shift among enterprise customers.

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.

While the company's AI spending commands attention, the real story is how the technology is already accelerating the core business that funds it all.

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...

Zscaler's growing Zero Trust adoption and lower valuation give it an edge over Palo Alto Networks, which faces rising integration costs.

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.

Lumen Technologies (LUMN) drew fresh attention after launching Lumen Defender Advanced Managed Detection and Response for Palo Alto Networks Cortex XSIAM, combining its Black Lotus Labs threat intelligence with Palo Alto’s AI-driven security operations platform. See our latest analysis for Lumen Technologies. The Lumen Defender AMDR launch lands at a time when Lumen Technologies’ short term share price return has come under pressure, with the stock down 24.03% over 30 days and 17.31% over 90...

You might think you know this networking giant, but a new business in AI infrastructure is quietly forging its next era of growth.

The latest trading day saw Palo Alto Networks (PANW) settling at $330.3, representing a +1.35% change from its previous close.

Lumen Technologies recently announced Lumen Defender Advanced Managed Detection and Response (AMDR) for Palo Alto Networks Cortex XSIAM, combining its managed detection and response capabilities and Black Lotus Labs network-embedded threat intelligence with Palo Alto Networks’ AI-driven SOC platform to help enterprises modernize security operations and respond more effectively to complex threats. A key differentiator is the use of network-level threat intelligence from Black Lotus Labs,...

Watch Video Highlights Below, or Click HERE: Tech Edge hosted a fireside chat on at Pax8 Beyond 2026 in Salt Lake City with Oguo Atuanya, Corporate Vice President of Vendor Experience at Pax8, and Daniel Danielli, Vice President of Global Scale Partnerships at CrowdStrike Holdings, Inc. (Nasdaq: CRWD). The in-person interview was joined by Editor-in-Chief John Jannarone and […] The post The New Cyber Front Line: Pax8 Corporate VP Oguo Atuanya, CrowdStrike VP Daniel Danielli, Live from Pax8 Beyon

BB's lower valuation, QNX growth and cybersecurity momentum offer a more compelling risk-reward profile than PANW today.

Your diversified ETFs may have quietly made a concentrated bet on this single cybersecurity stock for you.

Palo Alto (PANW) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.