Q
QuantAbundanceAbundance, Quantified.

News

High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

30,473 signal articles · 140 in last 24h · 154,280 total before filter · latest 1h ago
140last 24h
861last 7d
142● bullish (7d)
95● bearish (7d)
214publishers
AllMacro204Earnings107M&A125Regulatory21Product21Analyst19
✕ clear all filtersticker: FTNTSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Palo Alto Networks (PANW) Faces Margin Pressure As Fortinet Gains Ground In SASE
Simply Wall St.93d agoneutral
Palo Alto Networks (PANW) Faces Margin Pressure As Fortinet Gains Ground In SASE

Palo Alto Networks is facing rising integration costs from recent large acquisitions, which are putting pressure on margins. These cost and margin issues are emerging as key near term risks that set the company apart from core cybersecurity peers. Rivals such as Fortinet are gaining traction with stronger adoption of unified SASE security platforms, sharpening competitive pressures. Palo Alto Networks, NasdaqGS:PANW, is drawing attention as higher integration costs from its recent...

Will The Stock Split Spark CrowdStrike’s Next Big Run?
Trefis93d agoneutral
Will The Stock Split Spark CrowdStrike’s Next Big Run?

Cybersecurity provider CrowdStrike (CRWD) authorized its first-ever stock split at a 4-for-1 ratio, scheduled for distribution after the market close on July 1. A single share, trading near $680, drops to approximately $170 after the split. The split follows a sustained operational recovery from the global IT outage of July 2024. CrowdStrike shares bottomed at $217.89 on August 2, 2024, under severe regulatory scrutiny. Over the next 22 months, the stock rebounded by more than 210%. The comeback

Cisco Stock Looks Strong, But One Number Says Be Careful
Trefis94d agoneutral
Cisco Stock Looks Strong, But One Number Says Be Careful

After an 87% run over the last year (as of June 18), it’s hard to find much fault with Cisco Systems (CSCO) stock. The company is posting record revenue, and its AI-related orders are surging. But when a stock is priced for perfection, sitting near its high, the most important signals are often the quiet ones that run counter to the main story.

Fortinet (FTNT) Partners with NVIDIA (NVDA) to Accelerate GPU-Powered AI Security
Insider Monkey99d agoneutral
Fortinet (FTNT) Partners with NVIDIA (NVDA) to Accelerate GPU-Powered AI Security

Fortinet Inc. (NASDAQ:FTNT) is one of the 12 Best Growth Stocks Trading in Oversold Territory. On May 12, Fortinet partnered with NVIDIA (NASDAQ:NVDA) to accelerate the FortiAIGate solution, providing high-performance, GPU-accelerated security for AI workloads. This integration protects data and autonomous agents in data centers and the cloud, allowing organizations to monitor AI usage and […]

The Bull Case For Fortinet (FTNT) Could Change Following Upbeat Outlook And Valuation Tensions – Learn Why
Simply Wall St.101d agobullish
The Bull Case For Fortinet (FTNT) Could Change Following Upbeat Outlook And Valuation Tensions – Learn Why

In recent days, Fortinet reported stronger-than-expected first-quarter fiscal 2026 results, raised its full-year revenue and billings growth forecasts, and highlighted progress in next-generation products such as new G-Series firewalls and expanded cloud-based detection services in Singapore. At the same time, analyst upgrades, institutional investor interest, and substantial insider share sales have drawn attention to the tension between Fortinet’s operational momentum and questions about...

Forget ARKK: This Buffett-Style ETF Beat It Over 5 Years With Half the Volatility
24/7 Wall St.104d agobullish
Forget ARKK: This Buffett-Style ETF Beat It Over 5 Years With Half the Volatility

Investors buy the ARK Innovation ETF (NYSEARCA:ARKK) when they want concentrated exposure to disruptive innovation: electric vehicles, genomics, fintech, autonomy, and AI. Cathie Wood’s flagship has headlined the active-growth category for a decade, and it still commands a loyal base. The case for owning it holds. The case for owning something else alongside it, or instead, sharpens ... Forget ARKK: This Buffett-Style ETF Beat It Over 5 Years With Half the Volatility

Can CRWD Stock Deliver If The AI Boom Stalls?
Trefis105d agoneutral
Can CRWD Stock Deliver If The AI Boom Stalls?

After a 40% run over the last 12 months, the conversation around CrowdStrike (CRWD) stock is almost entirely about artificial intelligence. You hear about the Mythos inflection point and a new generation of products designed to secure AI deployments. But with that excitement comes a fair question from skeptics: Is this a durable trend, or just a surge of interest and intent from companies still in the early innings of actual AI deployment.

Fortinet Firewall Launch Highlights AI Workload Push And Rich Valuation Risk
Simply Wall St.106d agoneutral
Fortinet Firewall Launch Highlights AI Workload Push And Rich Valuation Risk

Fortinet (NasdaqGS:FTNT) has introduced new FortiGate 3500G and 400G next-generation firewalls. The products are aimed at data center scale and enterprise edge environments with high-performance, AI-driven workloads. The new firewalls focus on managing encrypted traffic and hybrid networks with advanced ASIC acceleration and AI-powered threat intelligence. For investors tracking the cybersecurity sector, Fortinet sits at the intersection of network security, AI workloads, and increasingly...

How Fake News Could Send Oil Prices Soaring
Oilprice.com108d agobullish
How Fake News Could Send Oil Prices Soaring

AI-generated images, video, and audio are moving faster than the truth, triggering real market reactions, real panic, and real losses. Here's how synthetic media became the world's most urgent verification problem.

Cybersecurity Goes Vertical: CIBR Just Crushed the S&P 500 by Three to One
24/7 Wall St.108d agoneutral
Cybersecurity Goes Vertical: CIBR Just Crushed the S&P 500 by Three to One

A dollar in First Trust NASDAQ Cybersecurity ETF (NASDAQ:CIBR) on the last trading day of 2025 was worth about $1.22 by the close on June 5, 2026, while the same dollar in the S&P 500 was worth about $1.08. That is the headline making the rounds, and the shorthand version of it (cybersecurity beat the ... Cybersecurity Goes Vertical: CIBR Just Crushed the S&P 500 by Three to One

Is Fortinet, Inc. (FTNT) A Good Stock To Buy Now?
Insider Monkey109d agobullish
Is Fortinet, Inc. (FTNT) A Good Stock To Buy Now?

Is FTNT a good stock to buy? We came across a bullish thesis on Fortinet, Inc. on The Wealth Dynasty Report’s Substack. In this article, we will summarize the bulls’ thesis on FTNT. Fortinet, Inc.’s share was trading at $133.96 as of May 26th. FTNT’s trailing and forward P/E were 51.92 and 45.25 respectively according to Yahoo […]

Is It Too Late To Consider Fortinet (FTNT) After Its Strong 2024 Share Price Run?
Simply Wall St.109d agoneutral
Is It Too Late To Consider Fortinet (FTNT) After Its Strong 2024 Share Price Run?

Investors wondering whether Fortinet at US$144.68 remains a solid opportunity or whether the stock has already priced in the story can use this breakdown, which focuses squarely on what you are paying versus what you are getting. The stock has recorded returns of 4.9% over the last 7 days, 26.8% over 30 days, 85.8% year to date and 37.9% over the past year. These figures naturally raise questions about how much optimism or risk is now reflected in the price. Recent headlines around Fortinet...