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June S&P 500 E-Mini futures (ESM26) are trending down -0.05% this morning as oil prices and bond yields climbed after the U.S. and Iran exchanged heavy fire in the Persian Gulf.
↗️ Marvell Technology (MRVL): The semiconductor firm's stock soared another 12% in premarket trading, a day after Nvidia CEO Jensen Huang said Marvell could be the next trillion-dollar chip stock. Marvell shares rose 32% yesterday.
Shy Balore explains the "Lifeboat Effect" in the software market, where investment is shifting from traditional SaaS companies to the agentic AI stack. He details how AI agents are repricing legacy software and driving growth in orchestration, security, connectivity, and data layers. The discussion includes specific companies like Palantir, Salesforce, CrowdStrike, Zscaler, Cloudflare, Snowflake, and MongoDB.
Broadcom is set to be the final semiconductor giant to report earnings for the quarter, as a historic rally in chipmaker stocks shows little signs of abating. Investors will also watch Friday’s jobs report—one of the first major economic indicators that will inform the Federal Reserve under its new chairman, Kevin Warsh.
Asking for a Trend Host Josh Lipton shares the top stories for Wednesday, June 3, including from Macy's (M), Five Below (FIVE), Petco (WOOF), and Broadcom (AVGO) CrowdStrike (CRWD), as well as ADP's May employment estimate.
Palo Alto (PANW) delivered earnings and revenue surprises of +5.29% and +2.00%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?
Shares of Cisco Systems (NASDAQ:CSCO) are up 5% in midday trading on Tuesday, June 2, changing hands at $127 and change after a Monday close of $121.33. Cisco stock is printing fresh all-time highs as the company unveiled a sweeping AI cybersecurity and unified management push at its annual Cisco Live U.S. conference. The networking ... Cisco Advances 5% to Record Highs on AI Cybersecurity Push, Arista Climbs as Networking Trade Extends
Just two months ago, software stocks were one of the market’s biggest disappointments. Today, they are among its strongest performers. Speaking on CNBC’s Options Action, options reporter Oliver Renick highlighted the dramatic reversal underway across the software sector, noting that the group has gone from a steep early-year selloff to positive returns for 2026. “Software is officially ... Software Rallies 40% From April Lows as CrowdStrike Earnings Loom
President Trump had delayed the release of the order two weeks ago amid concerns that it was too stringent.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.24%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.26%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.29%. June E-mini S&P futures (ESM26 ) are up +0.20%, and June E-mini Nasdaq futures...
Two of the world's largest cybersecurity companies report earnings this week, and Wedbush Securities argues the structural backdrop has rarely been more compelling for the sector's dominant platform players. The core argument is counterintuitive but increasingly accepted among security...
CrowdStrike is set to report earnings Wednesday afternoon, with the stock seen potentially extending its record rally following the results.
CrowdStrike Holdings (CRWD) has drawn investor attention recently, with the stock last closing at US$782.17 and the company reporting annual revenue of US$4.8b alongside a net loss of US$162.5m. See our latest analysis for CrowdStrike Holdings. Recent moves have been sharp, with a 7-day share price return of 17.89% and a 30-day share price return of 71.66%. The 3-year total shareholder return sits at a very large 407.64%, pointing to strong momentum and changing expectations around growth and...
Cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) will be reporting earnings this Wednesday afternoon. Here’s what to look for.
Palo Alto Networks reports earnings Tuesday as the cybersecurity company integrates CyberArk and positions itself to secure AI agents across enterprise networks.
We recently published Jim Cramer Warned About Market Manipulation & Discussed These 22 Stocks. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the stocks discussed by Jim Cramer. Cybersecurity software provider CrowdStrike Holdings, Inc. (NASDAQ:CRWD)’s shares are up by 55% over the past year and by 61% year-to-date. Morgan Stanley discussed the firm on May 20th […]
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) was among the stocks Jim Cramer was focused on, as he discussed Mad Money’s latest game plan for the week. Cramer noted the stock hitting its all-time high, as he said: After the close, club members beware, we have both Broadcom and CrowdStrike, two very important positions for the Trust. Both […]
Broadcom Inc. (NASDAQ:AVGO) was among the stocks Jim Cramer was focused on, as he discussed Mad Money’s latest game plan for the week. Cramer mentioned the stock during his game plan, as he remarked: After the close, club members beware, we have both Broadcom and CrowdStrike, two very important positions for the Trust. Both hit […]
S&P 500 companies' quarterly earnings growth held steady at nearly 28% compared with financials repo
"A lot of people have said, Jensen, AI is coming. Agentic AI is coming. Therefore, all of the software companies are going to go out of business. I said it's exactly the opposite because there are going to be so many agents.
Software stocks finally seem to have found some footing.
Wall Street expects $1.07 non-GAAP EPS and $1.363 billion in revenue
Samuel Beckett’s absurdist masterpiece, Waiting for Godot, tells the story of two friends who gather next to a barren tree, hoping to meet a man who never actually arrives. Stock markets seem to be having a similar experience over the past few weeks, as reports of an imminent truce agreement between the U.S. and Iran are dangled before them, only to fail to materialize as the two sides exchange fire, argue over text and debate the future of Tehran’s nuclear ambitions. “And in the absence of a definite statement from Iran there is a tendency to downplay comments from the U.S. administration.”
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