Notícias

CrowdStrike says DPRK-linked hackers stole $2.02 billion in crypto in 2025, marking a 51% surge over the prior year.

Driving undeniable demand as shares rebound, Palo Alto stock unleashes a breakout with earnings due next month.

As AI data centers scale globally, Arm is helping run them while Fortinet is helping defend them.

On the May 8 episode of CNBC’s Halftime Report, the panel openly questioned whether the AI-driven rally has stopped discriminating between core AI plays and merely AI-adjacent names. One of the cleanest examples is Qualcomm (NASDAQ:QCOM), where the stock gained around 70% in a month despite posting merely decent results and guiding lower for the ... AI Rally May Have Gone Too Far With Some Stocks Up 70% in a Month

ZS stock rises 24% in a month, but is still 55% below its 52-week high. AI Security momentum and a discounted valuation support holding.

Shares rocketed over 20%, marked by a hefty double beat on revenue and earnings.

Cybersecurity is yet another industry being transformed by artificial intelligence.

Fortinet stock (FTNT) surged to $104 in extended trading following its first quarter 2026 earnings report on May 6, 2026. This "beat and raise" performance saw revenue hit $1.85 billion, representing 20.1% year-over-year growth and surpassing analyst estimates of $1.77 billion. While the market frequently rewards top-line growth, the underlying shift toward AI-driven security suggests a fundamental change in Fortinet's trajectory.

One of Wall Street’s top firms just put its stamp of approval on cybersecurity leader Palo Alto Networks (NASDAQ:PANW). On May 6, 2026, BTIG raised its PANW stock price target to $216 from $200 and reiterated a Buy rating, citing a fresh round of channel checks with partners and customer contacts that came back “constructive ... BTIG Just Got Bullish on Palo Alto Networks: Price Target Climbs to $216 on Improving Channel Checks

CrowdStrike (CRWD) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

CrowdStrike’s expanded Managed Security Service Provider program across Japan and Asia Pacific puts Dicker Data (ASX:DDR) at the center of a distributor-led model focused on AI-driven cybersecurity for small and medium-sized businesses. See our latest analysis for Dicker Data. The CrowdStrike agreement comes as Dicker Data’s 1 month share price return of 8.37% contrasts with a 9.46% year to date share price decline, while its 1 year total shareholder return of 12.88% points to stronger longer...

CrowdStrike Holdings (NasdaqGS:CRWD) has launched Project QuiltWorks, an industry-wide AI coalition focused on remediating newly discovered vulnerabilities using frontier AI models. The company has expanded partnerships, including work with Armadin to counter emerging AI Hyperattacks. CrowdStrike is integrating Opus 4.7 into its Falcon platform for AI-powered vulnerability remediation and widening its cloud detection and response capabilities to Google Cloud. CrowdStrike, a cybersecurity...

Is CRWD a good stock to buy? We came across a bullish thesis on CrowdStrike Holdings, Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on CRWD. CrowdStrike Holdings, Inc.’s share was trading at $ 423.95 as of April 17th. CRWD’s trailing and forward P/E were 401.83 and 87.72 […]