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BofA lays out the exact bar Wall Street has set before next week’s earnings.

It’s late August, but the coming week will be a big one for markets. Headline events include Nvidia earnings after the bell Wednesday and Kevin Warsh’s first major policy speech as Federal Reserve chairman on Friday.

A top global tech CEO just declared that machine-speed attacks have made human-speed defense obsolete, and that single claim reshuffles which cybersecurity vendors survive the AI era and which ones quietly become irrelevant.

Palo Alto Networks reports fiscal Q4 earnings Sept. 1 as analysts raise price targets amid strong revenue growth, elevated valuation multiples, and rising agentic AI security demand.

CrowdStrike's AI security demand is driving AIDR, cloud and identity growth, strengthening its position against cybersecurity rivals.

Evaluate the expected performance of CrowdStrike (CRWD) for the quarter ended July 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

On August 10, 2026, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) and Palo Alto Networks, Inc. (NASDAQ:PANW) shares jumped more than 5% to new highs after the cybersecurity industry’s annual Black Hat conference in Las Vegas. Analysts at BTIG wrote that “AI agents have fundamentally changed the threat landscape.” Why This Matters AI is cutting both ways for […]

The cybersecurity leader's shares have cooled off just as management is heating up its AI-driven growth story, creating a puzzle for investors.

Shares of cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) fell 4.2% in the morning session after Bloomberg reported that the company’s chief technology officer, Elia Zaitsev, is leaving to launch a venture fund (Cognition) focused on artificial intelligence and cybersecurity.

The Nasdaq closed below its Aug. 4 follow-through day low, a highly bearish signal for the market rally. Walmart, SpaceX, CrowdStrike were big losers.

Tech stocks were lower late Thursday afternoon, with the State Street Technology Select Sector SPDR

BUG, IHAK, and WCBR are similarly priced cybersecurity ETFs, but differences in holdings, concentration, and growth screens explain their varied 2026 performance and risk levels.

CrowdStrike Holdings (NasdaqGS:CRWD) global CTO Elia Zaitsev is departing to launch an AI focused cybersecurity venture fund called Cognition. Zaitsev's exit marks a leadership change for CrowdStrike at a time when the company is expanding in AI powered security. The new fund is expected to focus on AI driven cybersecurity startups, which may influence competition, talent flows and partnerships across the sector. This shift in AI focused cybersecurity leadership highlights a broader build...

Palo Alto Networks is leveraging enterprise AI adoption to drive demand across network, AI, identity and security operations.

Based on the average brokerage recommendation (ABR), CrowdStrike (CRWD) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Investing.com - U.S. stock futures were little changed on Thursday, as a rally in government bonds lost momentum and investors assessed a fresh batch of corporate earnings and analyst actions.

Dow Jones futures: Crude oil continues to climb while bitcoin jumped again amid a weak dollar. Walmart earnings are in focus.

CrowdStrike Holdings (NASDAQ:CRWD) shares declined in premarket trading following reports that the cybersecurity company’s Chief Technology Officer is leaving to establish an investment fund focused on artificial intelligence and cybersecurity. The stock fell 2.

CrowdStrike global CTO Elia Zaitsev is leaving the cybersecurity giant to launch Cognition, a new venture firm targeting a $170 million fund.

A number of stocks fell in the afternoon session after competitive pressure from artificial intelligence increased following a Bloomberg report that Anthropic’s preliminary second-quarter revenue topped $11.5 billion.

The latest trading day saw CrowdStrike Holdings (CRWD) settling at $201.63, representing a -5.3% change from its previous close.

The S&P 500 and Nasdaq rose slightly Wednesday as Treasury yields fell. Moderna and Merck fueled big gains for biotechs, drugmakers.

Software companies' revenue and earnings beat rates accelerated sequentially in the second quarter,

Cybersecurity ETFs gain momentum as cyber leaders like FTNT post strong Q2 results, fueled by rising AI-driven threats and demand for security.

Investors have become all too familiar with the fact that the software sector is under pressure as Wall Street worries about the impacts of artificial intelligence. As AI models become more advanced, fears that those models will eventually replace critical software functions escalate. Shares of creative software firm Adobe for example, have dropped 23% this year while shares of enterprise software company ServiceNow have fallen 17%.

For CrowdStrike stock, this options trade centering on selling a put could generate around $235 in option premium.

Truist just raised its CrowdStrike price target by a wide margin and called the cybersecurity setup constructive, yet the stock is bleeding into earnings week anyway. Two smaller names are quietly bucking the selloff, and where the money is hiding tells you something important about where budgets are actually going.

Truist raised its price targets for CrowdStrike, Rubrik and SailPoint while maintaining ‘Buy’ ratings on all three stocks.

CrowdStrike Holdings has delivered very strong share price gains over the past three years, yet current valuation checks suggest the stock is priced at a premium rather than offering an obvious bargain. Recent headlines around AI driven security growth and product expansion give the story momentum, but the numbers raise questions about how much optimism is already in the price. CrowdStrike Holdings has returned about 4.6x over the past three years, which puts extra focus on whether current...