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seekingalpha.comPOSITIVO

JPMorgan’s AI basket represents 49% of the S&P 500

[Close-up text of AI - artificial intelligence, machine learning concepts, and agentic AI technology.] MF3d/iStock via Getty Images A single investment theme is once again closing in on half the U.S. stock market. A JPMorgan basket of 41 c…

finance.yahoo.comPOSITIVO

2 Reasons TOWN is Risky and 1 Stock to Buy Instead

2 Reasons TOWN is Risky and 1 Stock to Buy Instead TowneBank has been treading water for the past six months, holding steady at $34.99. The stock also fell short of the S&P 500's 15.2% gain during that period. Is there a buying opportunity…

finance.yahoo.comPOSITIVO

Jim Cramer Sees More AI Upside Ahead for Meta, Microsoft and AMD Despite Bubble Fears: ‘They Were Going to Figure Something Out’

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. CNBC host Jim Cramer said Tuesday that investors seeking exposure to the AI surge could look to major technology companies that have sever…

finance.yahoo.comPOSITIVO

Grab Holdings Limited (GRAB) Faces Earnings Pressure Over Indonesian Two-Wheeler Cap

Artisan Partners, an investment management company, released its third-quarter 2026 investor letter for the "Artisan Developing World Fund". The letter can be downloaded here. The Artisan Developing World Fund (Investor Class) returned 3.5…

finance.yahoo.comPOSITIVO

Disruption in the Middle East Weighed on MakeMyTrip (MMYT)

Artisan Partners, an investment management company, released its third-quarter 2026 investor letter for the "Artisan Developing World Fund". The letter can be downloaded here. The Artisan Developing World Fund (Investor Class) returned 3.5…

finance.yahoo.comPOSITIVO

Arm Holdings (ARM): Semiconductor Sector Sell-Off and Supply Execution Questions Weigh on Stock

Artisan Partners, an investment management company, released its third-quarter 2026 investor letter for the "Artisan Developing World Fund". The letter can be downloaded here. The Artisan Developing World Fund (Investor Class) returned 3.5…

finance.yahoo.comPOSITIVO

Digital Asset Rally and Macro Debasement Concerns Lifted Circle Circle Internet Group (CRCL)

Artisan Partners, an investment management company, released its third-quarter 2026 investor letter for the "Artisan Developing World Fund". The letter can be downloaded here. The Artisan Developing World Fund (Investor Class) returned 3.5…

finance.yahoo.comPOSITIVO

Zscaler Soars 45% in 3 Months: Hold the Stock or Book Profits?

Zscaler, Inc. ZS stock has delivered a strong run over the past three months, gaining 45.1% and comfortably beating the 28.5% rise in the broader Zacks Security industry. The rally has also outperformed several major cybersecurity peers, i…

finance.yahoo.comPOSITIVO

CrowdStrike Stock Rises 34.1% in 3 Months: Hold Tight or Book Profits?

CrowdStrike Holdings CRWD shares have soared 34.1% in the past three months, outperforming the Zacks Security industry's 28.5% growth. The stock has also outperformed the returns of other industry peers, including Fortinet Inc. FTNT, Qualy…

finance.yahoo.comNEUTRAL

Palantir Stock Has a Secret Weapon in the AI Boom, Goldman Sachs Says

Goldman Sachs upgrades Palantir Technologies to Buy from Neutral, citing an explosion of demand for sovereign and bespoke AI. Continue Reading

finance.yahoo.comPOSITIVO

How Can BlackBerry's Dynamic Pairing Boost Transportation Efficiency?

BlackBerry Limited BB has expanded its BlackBerry Radar Asset Intelligence Platform for Transportation with Dynamic Pairing, a new functionality designed to help operators understand how transportation assets are connected, identify equipm…

finance.yahoo.comPOSITIVO

What Is Going on With Palantir Tech Stock on Thursday?

Palantir Technologies Inc.(NASDAQ:PLTR) is drawing fresh investor attention as bullish AI spending expectations, accelerating U.S. commercial demand and continued government work reinforce its position across enterprise and public-sector t…

finance.yahoo.comPOSITIVO

Is Rubrik’s (RBRK) Healthcare Security Push Reframing Its Core Cyber Resilience Narrative?

On 30 September 2026, Rubrik held its Healthcare Summit and presented how its data security and cyber resilience platform addresses sector-specific threats and regulatory needs. A key insight is Rubrik's push beyond backup into identity se…

seekingalpha.comNEGATIVO

CrowdStrike links South Korean bank hacks to China-based attacker using AI

[Crowdstrike headquarters in Silicon Valley] Sundry Photography U.S. cybersecurity firm CrowdStrike (CRWD [https://seekingalpha.com/symbol/CRWD]) said a suspected China-based attacker used AI tools to target South Korean financial institut…

finance.yahoo.comPOSITIVO

Zacks Investment Ideas feature highlights: CrowdStrike and Fortinet

For Immediate Release Chicago, IL – October 8, 2026 – Today, Zacks Investment Ideas features CrowdStrike CRWD and Fortinet FTNT CrowdStrike vs. Fortinet: Which Cybersecurity Stock Is Poised for Higher Gains? Cybersecurity stocks continue t…

finance.yahoo.comPOSITIVO

3 Great Cybersecurity Stocks With Revenue Growth Up To 19%

Global leaders are now openly worried that record public debt, high energy costs, and an uneven AI boom could pressure growth, according to the IMF. That kind of stress test for the system keeps digital crime tempting for attackers and sec…

finance.yahoo.comPOSITIVO

CrowdStrike (CRWD) Earns IDC MarketScape Leader Recognition

CrowdStrike Holdings (NasdaqGS:CRWD) was named a Leader in the 2026 IDC MarketScape for Modern Endpoint Security for Enterprises. The report highlights CrowdStrike's focus on AI native security and its position in enterprise EDR and AIDR o…

finance.yahoo.comPOSITIVO

Why CrowdStrike Holdings (CRWD) Dipped More Than Broader Market Today

CrowdStrike Holdings (CRWD) closed at $265.44 in the latest trading session, marking a -4.81% move from the prior day. The stock fell short of the S&P 500, which registered a loss of 0.22% for the day. At the same time, the Dow lost 0.66%,…

finance.yahoo.comNEUTRAL

CrowdStrike stock is flying — but the valuation math is sending warning signs

It's not difficult to understand why CrowdStrike (CRWD) stock has experienced a meteoric move. But it is becoming difficult to justify the stock's valuations. Shares of the cybersecurity darling now trade at 43.54x forward price-to-sales (…

finance.yahoo.comPOSITIVO

CrowdStrike vs. Fortinet: Which Cybersecurity Stock Is Poised for Higher Highs?

Cybersecurity stocks continue to benefit from rising enterprise security spending as cloud adoption, artificial intelligence, and increasingly sophisticated cyber threats expand the need for protection. CrowdStrike CRWD) and Fortinet FTNT)…

finance.yahoo.comPOSITIVO

Enterprise AI Adoption and CoCo Agent Expansion Drive Snowflake’s (SNOW) Growth

Artisan Partners, an investment management company, released its third-quarter 2026 investor letter for the "Artisan Developing World Fund". The letter can be downloaded here. The Artisan Developing World Fund (Investor Class) returned 3.5…

finance.yahoo.comPOSITIVO

CrowdStrike (CRWD) is Monetizing the Complexities of the AI Cybersecurity Environment

Artisan Partners, an investment management company, released its third-quarter 2026 investor letter for the "Artisan Developing World Fund". The letter can be downloaded here. The Artisan Developing World Fund (Investor Class) returned 3.5…

finance.yahoo.comPOSITIVO

3 Reasons to Avoid GTES and 1 Stock to Buy Instead

3 Reasons to Avoid GTES and 1 Stock to Buy Instead Gates Industrial Corporation's 25.4% return over the past six months has outpaced the S&P 500 by 7.9%, and its stock price has climbed to $28.24 per share. This was partly thanks to its so…

finance.yahoo.comPOSITIVO

Micron Technology (MU): Pullback Driven by Debates Over AI Capex Sustainability

Artisan Partners, an investment management company, released its third-quarter 2026 investor letter for the "Artisan Developing World Fund". The letter can be downloaded here. The Artisan Developing World Fund (Investor Class) returned 3.5…

finance.yahoo.comPOSITIVO

3 Reasons to Avoid MAIN and 1 Stock to Buy Instead

3 Reasons to Avoid MAIN and 1 Stock to Buy Instead Since April 2026, Main Street Capital has been in a holding pattern, posting a small return of 2.4% while floating around $55.26. The stock also fell short of the S&P 500's 17.5% gain duri…

finance.yahoo.comPOSITIVO

BlackBerry Shares Down 14% in the Past 3 Months: Hold or Sell?

BlackBerry's BB shares have declined 13.9% over the past three months, underperforming the Internet Software industry (up 18.5%) and the S&P 500 composite (up 3.1%). Price PerfromanceZacks Investment Research Image Source: Zacks Investment…

finance.yahoo.comPOSITIVO

Strengthen Your Portfolio With These Cybersecurity ETFs

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…

finance.yahoo.comPOSITIVO

CrowdStrike Named a Leader in the 2026 IDC MarketScape for Modern Endpoint Security for Enterprises

AUSTIN, Texas, October 07, 2026--(BUSINESS WIRE)--CrowdStrike (NASDAQ: CRWD) today announced it has been named a Leader in the IDC MarketScape: Worldwide Modern Endpoint Security for Enterprises 2026 Vendor Assessment.1 AI is now part of e…

finance.yahoo.comPOSITIVO

Jim Cramer Backs CrowdStrike as Cybersecurity Demand Grows

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) was among the Nasdaq 100 winners Jim Cramer highlighted during Mad Money on October 1. Discussing the recovery in cloud software stocks, he commented: Alright, what about the Nasdaq 100, which finis…

finance.yahoo.comPOSITIVO

monday.com, CrowdStrike, Asana, C3.ai, and Palo Alto Networks Shares Skyrocket, What You Need To Know

monday.com, CrowdStrike, Asana, C3.ai, and Palo Alto Networks Shares Skyrocket, What You Need To Know What Happened? A number of stocks jumped in the morning session after market concerns regarding artificial intelligence disruption subsid…

finance.yahoo.comPOSITIVO

Closing Cyber-Insurance Gap: Cowbell CEO, Founder & Chairman Jack Kudale, Live at Nasdaq

Tech Edge hosted a fireside chat at Nasdaq MarketSite on Oct. 5 with Jack Kudale, Chief Executive Officer, Founder and Chairman of Cowbell. The in-person interview was joined by Editor-in-Chief John Jannarone and they discussed: How Cowbel…

finance.yahoo.comPOSITIVO

Comcast (CMCSA): Buy, Sell, or Hold Post Q2 Earnings?

Comcast (CMCSA): Buy, Sell, or Hold Post Q2 Earnings? Comcast's stock price has taken a beating over the past six months, shedding 21.9% of its value and falling to $21.60 per share. This may have investors wondering how to approach the si…

finance.yahoo.comPOSITIVO

3 Reasons to Avoid PFGC and 1 Stock to Buy Instead

3 Reasons to Avoid PFGC and 1 Stock to Buy Instead While the S&P 500 is up 16.8% since April 2026, Performance Food Group (currently trading at $91.65 per share) has lagged behind, posting a return of 6.6%. This might have investors contem…

finance.yahoo.comPOSITIVO

3 Reasons to Sell COMP and 1 Stock to Buy Instead

3 Reasons to Sell COMP and 1 Stock to Buy Instead Compass has had an impressive run over the past six months as its shares have beaten the S&P 500 by 20.2%. The stock now trades at $9.31, marking a 37% gain. This was partly due to its soli…

finance.yahoo.comPOSITIVO

3 Reasons CINF is Risky and 1 Stock to Buy Instead

3 Reasons CINF is Risky and 1 Stock to Buy Instead Cincinnati Financial has been treading water for the past six months, holding steady at $160.32. The stock also fell short of the S&P 500's 16.8% gain during that period. Is there a buying…

finance.yahoo.comPOSITIVO

CrowdStrike, AWS, and NVIDIA Expand Global Cybersecurity Startup Accelerator, Defining the Next Generation of Innovation for the Agentic Era

Fourth annual program offers startups worldwide expanded technical and go-to-market support to build and scale the next generation of agentic cybersecurity companies AUSTIN, Texas, October 06, 2026--(BUSINESS WIRE)--CrowdStrike (NASDAQ: CR…