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Investing.com -- Morgan Stanley has pushed back against negative investor sentiment toward the software sector, telling investors in a note on Tuesday that the market has become "too negative on the group" and naming eight Overweight-rated companies best positioned for the AI era.

NZS shifts capital toward AI infrastructure and healthcare leaders

Today, we’re going to look at a short strangle trade due to the high IV percentile, that will profit if CRWD stays between 175 and 230 for the next four weeks.

The Nasdaq-100 index is sinking as investors trim their exposure to the high-flying artificial intelligence trade.

The cybersecurity leader is running hot, but its real value to your portfolio lies in how it moves on its own.

Wells Fargo just slashed its price targets on two major cybersecurity stocks while keeping cautious ratings intact, and that contradiction tells investors something important about where this red-hot sector actually stands heading into 2026.

CrowdStrike Holdings (NasdaqGS:CRWD) expanded its partnership with Schwarz Digits GmbH to offer the Falcon platform on STACKIT, a sovereign EU cloud. The move is intended to give European enterprises cloud security options that align with regional regulations and data sovereignty requirements. CrowdStrike also appointed AJ Shipley as Chief Product Officer, drawing on his experience in senior roles at major cybersecurity companies. CrowdStrike Holdings, trading around $203.08 per share, is...

“You get what you pay for” often applies to expensive stocks with best-in-class business models and execution. While their quality can sometimes justify the premium, they typically experience elevated volatility during market downturns when expectations change.

CRWD is strengthening the Falcon platform with XM Cyber's attack path technology to expand exposure management and support an AI-driven platform strategy.

As semiconductors and AI trade leaders sell off, cybersecurity stocks like CrowdStrike, Fortinet, and Palo Alto Networks hold near highs, hinting at a market rotation.

CrowdStrike trades at a premium valuation but boasts stronger profitability, while Snowflake's higher growth comes with deeper losses and heavier debt.

One trades at a 12x forward multiple while the other commands 165x, a valuation gap that masks fundamentally different risk-reward profiles.

Investing.com -- President Donald Trump said China illicitly acquired 220 million US voter files beginning during the 2020 election cycle, calling the alleged breach an “unprecedented election security nightmare” in a Truth Social post on Friday.

One company carries a 55.6% net margin while the other is still unprofitable, but valuation tells a starkly different story.

Check out the companies making headlines this week:

One trades at a 167 forward P/E on cloud-native dominance; the other at 21x with $8.6B in free cash flow.

Analysts also report on Mattel, Cadence Design Systems, DraftKings, Travel + Leisure, and CrowdStrike.

Jim Cramer says AI shocks like DeepSeek are not a one-time event but a permanent feature of the market, and the cybersecurity stocks positioned to profit from every future wave are already moving fast enough to leave most investors behind.

AI is eating away at software’s superpower: profit-rich recurring revenue. The good news? Companies—and investors—are starting to adapt.

The S&P 500 Index ($SPX ) (SPY ) today is down -1.06%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.12%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -2.23%. September E-mini S&P futures (ESU26 ) are down -0.95%, and September E-mini Nasdaq futures...

Management laid out a bigger vision for the business, and investors have more than agreed. The question now is how much of that future is already in the price.

CrowdStrike stock could gain as AI detection and response becomes the cybersecurity firm's next growth engine, beyond endpoint.

CrowdStrike Holdings has delivered a very large 3 year gain, yet at around US$203.76 per share the stock screens as expensive on Simply Wall St’s valuation checks, which raises the question of how much of the cybersecurity story is already in the price. A roughly 4.5x return over 3 years highlights how strongly the market has rewarded CrowdStrike’s cybersecurity and AI driven positioning. Recent headlines around expanded partnerships, acquisitions and identity security awards can support...

The gains came as investors favored companies with strong business advantages and financial performance instead of riskier growth-focused stocks.

In the latest trading session, CrowdStrike Holdings (CRWD) closed at $206.77, marking a -1.88% move from the previous day.

Wrapping up Q1 earnings, we look at the numbers and key takeaways for the cybersecurity stocks, including CrowdStrike (NASDAQ:CRWD) and its peers.

The cybersecurity leader's double-digit jump wasn't about a new product or a big contract, but something much bigger.

The company is a clear leader in an industry supercharged by new AI threats, but buying its stock today means paying a steep premium on the bet it can execute a complex and ambitious growth plan.

Cybersecurity companies integrating AI into their security platforms are positioned for long-term growth amid intensifying cyberattacks.

Both companies are riding the AI infrastructure boom, but Microsoft offers that exposure with faster growth and a cheaper valuation, forcing a hard look at what Fortinet's premium price is buying you from here.