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Palo Alto Networks (NasdaqGS:PANW) announced a multi-year global partnership with NTT DATA to support secure AI adoption for large enterprises. The agreement is described as the company's first multi-year arrangement with a global systems integrator and includes co-engineering and early access to platform updates. Palo Alto Networks also expanded its integration with Zero Networks to combine AI-driven threat detection with AI-enabled microsegmentation and hybrid infrastructure...

A number of stocks jumped in the afternoon session after quarterly earnings and upbeat corporate commentary signaled that artificial intelligence is driving growth across enterprise software rather than threatening legacy business models.

CrowdStrike, Okta and Zeta Global soared to annual highs on Thursday due to strong quarterly results, followed by Wall Street optimism.

Shares of blockchain infrastructure company Coinbase (NASDAQ:COIN) jumped 5.1% in the afternoon session after the company and Better Mortgage launched a nationwide token-backed mortgage product, alongside growing regulatory optimism and new ecosystem partnerships. Better originates and services the loan; Coinbase holds and transfers the pledged crypto, according to a press release from Better Mortgage. Eligible borrowers can pledge bitcoin or USDC as collateral to fund a cash down payment withou

SpaceX has made a lot of big promises, but there's a better option for investors.

Cyber sentinels are in an arms race with AI-powered threats.

Shares were mostly higher Friday in Asia after Nvidia and other technology stocks led an advance on Wall Street. U.S. futures were little changed and oil prices slipped. In Tokyo, the Nikkei 225 climbed 0.8% to 66,682.88, while Hong Kong's Hang Seng added 0.3% to 25,648.40.

The company’s stock soared more than 20% Thursday after it beat expectations in its fiscal second-quarter earnings.

Despite tariff chaos, soaring electronics prices, and deflating consumer sentiment, Best Buy just delivered a strong beat.

HANOI, August 28 (Reuters) - Vietnamese leaders have urged U.S. chip designer Qualcomm and South Korea's Samsung Electronics to expand their investment in artificial intelligence, semiconductors and

Cramer remains bullish on the social media company, saying it’s a buying opportunity despite its recent pullback.

Hecla Mining (HL) has drawn attention after recent share price moves, with the stock last closing at US$21.43. That price sits alongside a market value of about US$13.9b and recent mixed growth metrics. For context, Hecla Mining has seen a 3.5% 1 day share price return and a 47.3% 30 day share price return, while the 1 year total shareholder return is 165.8%, which indicates strong recent momentum alongside longer term gains. Compare Hecla Mining's recent surge with a curated set of other...

Adjusted earnings per share doubled. And investors have less reason to believe AI will hurt Salesforce's business. Anthropic is driving both of these.

What the latest earnings and guidance tell you about Veeva Systems Veeva Systems (VEEV) just reported quarterly results that came in ahead of analyst expectations and paired them with higher guidance, putting fresh attention on how its AI focused life sciences cloud products are performing. The company reported second quarter revenue of US$927.96 million compared with US$789.08 million a year earlier. Net income was US$273.43 million compared with US$200.31 million a year ago, with diluted...

SentinelOne (S) stock has been moving alongside a broader rally in cybersecurity companies, as investors respond to strong earnings from peers and reassess spending on security software across the sector. Over the past year, SentinelOne has seen strong share price momentum, with a 1 month share price return of 23.8% and a year to date share price return of 55.1%. The 1 year total shareholder return of 29% and 3 year total shareholder return of 36.6% point to gains that contrast with a 5 year...

Strive is on track to post its best monthly gains since May 2025, beating Bitcoin’s performance in 2026.

Shares of identity management company Okta (NASDAQ:OKTA) jumped 28% in the afternoon session after the company reported stronger-than-expected second-quarter financial results and raised its full-year revenue outlook.

Solstice will remain independent after abandoning its planned Element Solutions acquisition and authorizing a major share repurchase.

CRM software giant Salesforce (NYSE:CRM) met Wall Street’s revenue expectations in Q2 CY2026, with sales up 10.8% year on year to $11.35 billion. The company expects next quarter’s revenue to be around $11.46 billion, close to analysts’ estimates. Its non-GAAP profit of $5.90 per share was 80.4% above analysts’ consensus estimates.

Hybrid multicloud computing company Nutanix (NASDAQ:NTNX) reported Q2 CY2026 results exceeding the market’s revenue expectations, with sales up 15.9% year on year to $757.1 million. Guidance for next quarter’s revenue was better than expected at $760 million at the midpoint, 0.7% above analysts’ estimates. Its non-GAAP profit of $0.60 per share was 23.6% above analysts’ consensus estimates.

CEO Max Levchin said in a call with investors that Affirm still has significant growth opportunities in the merchant space and in consumer adoption, which could further drive up gross merchandise volume.

Life sciences cloud software provider Veeva Systems (NYSE:VEEV) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 17.6% year on year to $928 million. Guidance for next quarter’s revenue was better than expected at $933.5 million at the midpoint, 1.5% above analysts’ estimates. Its non-GAAP profit of $2.35 per share was 5.8% above analysts’ consensus estimates.

This circuit board maker is a top performer in its class, but it also carries the highest price tag, forcing investors to ask if the premium is earned or just assumed.

Andrew Graham of Jackson Square Capital explains where the biggest opportunities sit across tech, healthcare, and consumer stocks — and the oversold trigger he watches before putting cash to work.

Affirm Holdings posted stronger-than-expected quarterly results as gross merchandise volume (GMV) jumped 36%, while active consumers and transactions per user also grew.

Nvidia Corp‘s GPUs have become the backbone of artificial intelligence, but they won’t be enough to determine the winners in AI-driven drug discovery. In an exclusive email interview with Benzinga, Generate Biomedicines co-founder and CTO Gevorg Grigoryan said advanced computing...

The reports of software's death are greatly exaggerated.

On Aug. 27, 2026, enterprise software and semiconductor stocks surged on blockbuster earnings, offsetting weakness in consumer discretionary and real estate.

Cybersecurity stocks surged on Thursday after CrowdStrike (CRWD) and Okta (OKTA) both topped Q2 expectations yesterday evening and raised their outlooks.

Tempus AI, Inc. (NASDAQ:TEM) rallied following a melanoma breakthrough reported by Moderna and Merck. The companies said their Phase 3 INTerpath-001 trial met its recurrence-free survival endpoint for the personalized cancer therapy intismeran autogene, also known as V940, combined with Keytruda. Detailed trial data remain pending. The read-through came from Personalis, which has supported the […]