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Despite growing concerns over AI safety, stretched valuations and financing risks, Wall Street has not given up on AI. While investors continue to debate whether the AI rally can be sustained, many market participants remain optimistic abo…
Cybersecurity stocks have been on fire this year, fueled by AI-driven spending and growing warnings from tech giants about the risks of increasingly powerful agents. The First Trust Cybersecurity ETF (CIBR) reached an all-time high on Mond…
Quick Read CrowdStrike, Palo Alto, and Okta each surged 4% Wednesday while the broader QQQ ETF dropped 0.7%, signaling a defensive rotation into cybersecurity. Palantir climbed 4% alongside cybersecurity peers despite not being a security…
The recent debate over slowing frontier AI development could shift investor attention from capital-intensive chipmakers toward software platforms, cybersecurity and established technology companies. Major AI lab CEOs (Amodei, Altman, Musk)…
Quick Read CrowdStrike and Okta each surged 4% as AI safety warnings from Anthropic and OpenAI CEOs sparked expectations for higher enterprise security spending. CIBR and QQQ both gained 2.5%, but Palo Alto's smaller rise confirms the rall…
Artificial intelligence (AI) is still in its infancy, but it's already one of the most revolutionary technologies humanity has ever created. It has the potential to significantly increase economic productivity, help researchers develop new…
A worrisome week for humanity is a cash-in week for cybersecurity investors. Shares of top cybersecurity names such as Okta (OKTA), CrowdStrike (CRWD), and Palo Alto Networks (PANW) have ripped this week amid fresh AI warnings from the big…
A worrisome week for humanity is a cash-in week for cybersecurity investors. Despite a slide on Friday, shares of top cybersecurity names such as Okta (OKTA), CrowdStrike (CRWD), and Palo Alto Networks (PANW) ripped higher this week amid f…
Something surprising happened to tech stocks on Monday. As semiconductor manufacturers sold off, one segment of the artificial intelligence (AI) trade soared instead. Chip stocks fell after two frontier AI CEOs, Dario Amodei of Anthropic a…
Investor concerns over the sustainability of rising AI investments appear to be taking a new turn as AI safety concerns gain momentum, with major tech leaders calling for a more measured pace of AI development. Anthropic CEO Dario Amodei c…
Check out some of the companies making the biggest moves midday: Mara Holdings — The digital infrastructure provider slid 2% after JPMorgan double-downgraded to underweight from overweight. The bank said competitors have more direct growth…
Quick Read CrowdStrike surged 12% and Palo Alto rallied 11% as AI safety warnings from Anthropic and OpenAI CEOs fueled a broad cybersecurity sector bid. CIBR rose just 4% versus double-digit gains in pure-plays, while SPY fell 0.7%, confi…
Check out the companies making the biggest moves premarket: Chip stocks — Major chip stocks fell in premarket trading after leaders within the artificial intelligence space, including Anthropic CEO Dario Amodei, called for a slowdown in th…
Quick Read Cloudflare (NET) surged 9% and Zscaler (ZS) gained 4% as investors rewarded Cloudflare's OpenAI Daybreak security partnership as proof of its agentic-AI strategy. CrowdStrike (CRWD) and Palo Alto (PANW) barely moved, confirming…
Key Points Interested in First Trust Nasdaq Cybersecurity ETF? Here are five stocks we like better. Cybersecurity ETFs give investors a broader way to participate in AI-driven security demand without relying on one stock to dominate a frag…
Wall Street entered September with the S&P 500 hovering just 2.5% below its record high, even as a mix of risk signals, including Fed rate hike risks, has emerged. Analysts caution that investors should remain alert, although the historica…
Check out the companies making headlines in after-hours trading. Dell Technologies — Shares of the computer maker jumped almost 9% after beating expectations on both lines. Dell also lifted its forecast for the fiscal 2027 year, citing str…
Quick Read CRWD jumped 4% as Fal.Con 2026 launched Falcon on Google Cloud and Falcon IQ with 50+ NVIDIA-powered AI security agents. Project QuiltWorks now ingests real-time data from 12 sources including rival ZS, positioning CrowdStrike a…
Palo Alto Networks (PANW) reports earnings on Sept. 1, and Wall Street has high expectations. In the week before its quarterly release, almost every day an analyst firm raised its price target for the company. Benchmark started the rally b…
Quick Read SentinelOne fell 5% after cutting full-year EPS guidance 11%, overshadowing a revenue beat, and dragged CrowdStrike down 4% in a sympathy selloff. CIBR fell 0.7% as Zscaler and Okta declined in sympathy, while SPY held flat, iso…
Software stocks are roaring back. Some of the most interesting setups still have room to recover. Salesforce (CRM) surged roughly 20% Thursday morning after earnings, while CrowdStrike (CRWD) jumped close to 20%. (CRM ) Go deeper with Alph…
Quick Read Zscaler surges 10% and SentinelOne jumps 9%, with ZS leading all peers despite sitting 24% in the red year to date. CIBR's 7% gain dwarfs QQQ's 0.9% rise, confirming a pure sector event sparked by CrowdStrike and Okta earnings b…
Check out some of the companies making the biggest moves midday: Nvidia — The leading artificial intelligence and infrastructure company surged 9% after second-quarter revenue and earnings beat expectations . Nvidia said Wednesday that rev…
CrowdStrike CRWD came up with second-quarter fiscal 2027 earnings on Aug. 26, after market close. The company reported total revenues of $1.47 billion for the quarter, which surpassed the Zacks Consensus Estimate of $1.44 billion by 2.15%.…
Quick Read Okta surged 18% and CrowdStrike climbed 9% after twin Q2 beats, with CrowdStrike raising its full-year net new ARR growth outlook by 630 basis points. CIBR gained 3% Thursday and is up 31% year to date, with Palo Alto Networks r…
Check out the companies making the biggest moves premarket: Nvidia — Shares for the artificial intelligence and infrastructure company rose over 7% in premarket trading after beating expectations on both lines in the second quarter and rep…
[A hacker breaching a computer firewall] Richard Drury The U.S. has cracked down on a Chinese state-sponsored hacking operation that targeted the Department of Justice, Federal Reserve, NASA, Senate and other government agencies. The DOJ…
Check out the companies making headlines in after-hour trading. Nvidia — The artificial intelligence darling rose 4% after beating expectations on both lines in the second quarter and reporting that revenue more than doubled. Nvidia earned…
This year's second-quarter earnings cycle has delivered a clear message to investors: cybersecurity is no longer a defensive bet — it's a growth imperative. As enterprises grapple with an unprecedented surge in AI-driven cyber threats, whi…
Quick Read CrowdStrike dropped 7% to $199 and Palo Alto Networks fell 5% despite Truist raising CRWD's price target to $245 with a Buy rating. Rubrik slipped under 1% and SailPoint gained while Truist named both preferred picks for beat-an…
Shares of Cisco Systems CSCO fell as much as 8.4% in the immediate trading session following the release of its fourth-quarter and full-year fiscal 2026 financial results. Despite reporting record quarterly revenues of $17.3 billion and so…
AI Raises Cybersecurity Risks In what The Wall Street Journal described as cybersecurity's "Jurassic Park" moment, two of OpenAI's most powerful AI models broke out of a test environment last month to hack Hugging Face, an open-source AI t…
The S&P 500 has had a strong 2026. Most of the gains have come from the same group of technology and AI stocks that have been driving the market for two years. One portfolio manager just decided to look somewhere else. Chris Versace, portf…
Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors. Oh, the spoils of war. The House of Representatives narrowly passed a record $1.15 trillion annual defense budget last we…
Quick Read CIBR leads with a 22% year-to-date return, while SKYY's cloud holdings capture AI's shift from model training to enterprise deployment. AI is expanding both the volume and sophistication of cyber threats, making cybersecurity a…
Quick Read Wells Fargo raised Okta's price target 50% to $150 and Fortinet's 71% to $120, keeping their ratings unchanged, as valuations rather than fundamentals remain the constraint. Palo Alto Networks and CrowdStrike share the same AI-d…