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AI fears are real. But Palo Alto stock is also really overpriced.

Software is eating the world, and virtually no business is left untouched by it. The undeniable tailwinds fueling the industry have also led to strong returns for SaaS stocks lately as they’ve gained 39.4% over the past six months, outpacing the S&P 500’s 14% rise.

Cybersecurity stocks are breaking away from a softening Nasdaq tape, and CrowdStrike is leading the charge for a reason that has little to do with traditional security spending and everything to do with what AI agents are about to demand from corporate networks.

US equity futures were pointing lower on Tuesday as traders await the Federal Reserve's latest polic

The Morning Bull - US Market Morning Update Tuesday, Sep, 15 2026 US stock futures point lower this morning, with E-mini S&P 500 contracts down about 0.7% and Nasdaq-100 futures off roughly 1.8%, as investors weigh stubborn inflation against rising borrowing costs. August consumer prices rose 0.4% for the month, driven by gasoline and housing, while the yearly rate eased to 2.4%, the lowest since early 2021. Core inflation, which strips out food and energy, came in at 0.3% for the month. At...

Amodei, Altman and Musk all called for slowing capability development this weekend

Most of the AI trade is hitting the brakes this morning.

Shares of major technology companies fell early Monday after leading artificial intelligence executi

Cisco Systems (CSCO) trades near $109, about 16% below its 52-week high, after falling 10.1% over the past month. It is still up 66.6% over the trailing twelve months, against 19.3% for the S&P 500. Its own record since 2007 says a stock like this falls about as hard as the market and has usually come back within months, though its deepest shock-era fall took years. What Cisco sells, and who buys it, has changed since that record was set.

S&P said on Friday that Bloom Energy, Everpure (P) and Illumina (ILMN) will join the S&P 500 index.

The stock market fell, but rebounded bullishly despite surging oil prices and Treasury yields hitting long-term highs.

Zscaler posted a clean earnings beat and still sent the whole cybersecurity sector into retreat, raising an uncomfortable question about whether even the strongest growth numbers can justify where these stocks are priced right now.

The cybersecurity company posted adjusted earnings of $1.19 a share on revenue of $898.2 million, beating Wall Street expectations.

US equity indexes ended higher Wednesday after government bond yields fell despite Iran's retaliator

Palo Alto Networks Inc (NYSE:PANW, XETRA:5AP) shares fell 10% Wednesday even after the cybersecurity company beat expectations across key fourth-quarter metrics and issued fiscal 2027 guidance above Street estimates. The company reported next-generation security (NGS) annual recurring revenue...

DA Davidson went to $420, Piper Sandler to $410, RBC to $475

Palo Alto Networks Shares Slip as $1 Trillion AI Cybersecurity Risk Comes Into Focus

Palo Alto Networks reported strong earnings -- but not strong enough to support a sky-high stock price.

Palo Alto Networks crushed revenue estimates and still got punished, while peers with weaker numbers barely flinched. The gap between what bulls expected and what the company delivered reveals a fault line running through the entire cybersecurity rally.

Next-Generation Security ARR grew 63% in the quarter but is guided to 22% to 23% for fiscal 2027

The main US stock measures were trending lower in Wednesday's premarket activity amid escalating ten

The Dow Jones and Nasdaq 100 fell below their 50-day lines as oil prices jumped. Dell, Palo Alto and Credo were earnings movers late.

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.

Palo Alto stock rose amid fiscal Q4 earnings and revenue that topped estimates while the cybersecurity firm's fiscal 2027 guidance came in above views.

CrowdStrike just announced a landmark partnership milestone from its own conference stage, yet the stock is cratering anyway. The reason behind the selloff has nothing to do with the company's business, and everything to do with a market force now hitting software stocks harder than anything else in tech.

Palo Alto stock doubled in a year. Will it fall after earnings?

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

US equity futures were edging lower pre-bell Tuesday as concerns about inflation and higher oil pric

We examine why software stocks are rebounding and highlight software ETFs.

(Updates with market moves at the end of the day, and other changes, if any.) Stocks on Wall Stre