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Nvidia’s CEO sees cybersecurity as AI’s next leg. CrowdStrike and Anthropic’s last two months suggest he’s not wrong.

All Eyes Set on September FOMC Meet.

Investing.com - Enterprise software names are pointing sharply higher in pre-market trading on Monday as semiconductor stocks face broad selling pressure amid calls for broader slowdown in the AI arms race.

The company said products are moving through its distribution network at or above normal levels as the Marlborough, Mass., company works to fulfill customer orders, reduce backlogs and accelerate the delivery of products.

Nvidia's most recent earnings and guidance blew past expectations and set up another stellar year for anything AI-related.

Adobe tops a list of software companies ranked by cash generation, while sector heavyweights Microsoft and Oracle are at the bottom.

CrowdStrike and federal authorities dismantled Sality, a botnet that spent eight years swapping copied wallet addresses for the attacker's, so victims unknowingly sent crypto to a stranger. The fix is simple: check the first and last characters of any address after you paste it. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily."

Nvidia and CrowdStrike are addressing what they see as one of cybersecurity’s biggest gaps: the need for cyber defenders to harness AI at the velocity of cyber attackers. In the current cyber landscape, frontier AI models are discovering bugs at machine speed—raising alarm bells among experts, who warn that when autonomous hacking models go rogue or attack companies, chaos is on the horizon.

Palo Alto Networks is scheduled to report its fourth-quarter earnings following a volatile year for its stock price.

Yahoo Finance's Josh Lipton takes a closer look at the top stories for investors to watch on Tuesday, Sept. 1, including John Ternus's first day as Apple (AAPL) CEO, quarterly earnings from Dell (DELL) and Palo Alto Networks (PANW), and July's Job Openings and Labor Turnover Survey (JOLTS).

Net new ARR hit $333 million, accelerating 51% as AI security demand surges.

Following historic performance, here’s what could happen to CRWD shares next.

A blowout quarter sent shares soaring and made three Wall Street firms rethink what this stock is worth.

Asking for a Trend Host, Josh Lipton, tees up the key events investors should watch in the week ahead, starting Monday, August 31, with earnings from Dell (DELL), Palo Alto Networks (PANW), Lululemon (LULU), and Snowflake. (SNOW) On Wednesday, Broadcom's (AVGO) results will offer another read on the AI trade. Then on Friday, investors will get the August jobs report, with economists expecting the unemployment rate to hold steady at 4.1%

Asking for a Trend Host, Josh Lipton, tees up the key events investors should watch in the week ahead, starting Monday, August 31, with earnings from Dell (DELL), Palo Alto Networks (PANW), Lululemon (LULU), and Snowflake. (SNOW) On Wednesday, Broadcom's (AVGO) results will offer another read on the AI trade. Then on Friday, investors will get the August jobs report, with economists expecting the unemployment rate to hold steady at 4.1%

Nvidia turned in a stellar earnings report and forecast, and Fed Chair Kevin Warsh made his policy framework a bit more transparent. But risks are still lurking.

The Standard & Poor's 500 index edged up 0.5% this week amid stronger-than-expected quarterly report

US equity indexes rose this week as technology-led mega-cap gainers helped outweigh a hotter inflati

Dell stock is showing relative strength along with Snowflake and Palo Alto Networks as all three names get ready to report earnings.

Futures wavered while Treasury yields rose before Fed chief Kevin Warsh's Jackson Hole speech. Marvell, Affirm, PayPal are big movers.

Shares of Elastic jump after the software developer beats analysts’ earnings target and hikes its guidance.

Nvidia broke out on earnings but didn't have coattails. Meanwhile several software stocks flashed buy signals on a trio of earnings. Fed chief Kevin Warsh's big speech looms.

(Updates with index/price moves, macroeconomic data and analyst comments from the first paragraph.)

23% That’s how much Salesforce’s shares jumped on Thursday. Big days for Salesforce, Nvidia, CrowdStrike and other tech stocks helped power the S&P 500 to a 0.7% gain. The tech sector overall soared 3.

(Updates with index/price moves and geopolitical news from the first paragraph.) US equity indexe

All three major US stock indexes were up in late-morning trading Thursday, after Nvidia (NVDA) relea

CrowdStrike lifts its fiscal 2027 ARR outlook as Falcon Flex accelerates platform adoption and AI security demand broadens across the business.

US equity markets were mostly trending higher before the opening bell Thursday as traders digest Nvi

By Mike Dolan Aug 27 (Reuters) - Whatever doubts people may have about AI demand, Nvidia's results certainly don't show it.

Nvidia stock was surging alongside Salesforce and CrowdStrike. They all delivered impressive earnings in a reminder of the power of incumbents.