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The S&P 500 Index ($SPX ) (SPY ) is down by -0.11% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.39%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.09%. December E-mini S&P futures (ESZ26 ) are down -0.15%, and December E-mini...
It has been an impressive week for cybersecurity names.
CrowdStrike and Palo Alto Networks have both roughly doubled this year, but an AI safety scare just sent them in opposite directions against Wall Street's consensus targets, raising a pointed question about which one still has room to run.
Software is eating the world, and virtually no business is left untouched by it. The undeniable tailwinds fueling the industry have also led to strong returns for SaaS stocks lately as they’ve gained 39.4% over the past six months, outpacing the S&P 500’s 14% rise.
Starting the lightning round on September 14, when a caller inquired about SentinelOne, Inc. (NYSE:S), Mad Money host Jim Cramer remarked: No, look, I think you don’t need, look, my Charitable Trust owns both Palo Alto and CrowdStrike. It’s already too many. I think either one of those two is superior to letter S. The […]
Cisco Systems (CSCO) grew revenue more slowly over the last twelve months than any other company in its peer group. Yet it trades on almost the same earnings multiple as Dell Technologies, the fastest grower of the five. Trailing growth does not explain that price on its own. Cisco's last quarter grew 18%, well ahead of its 11.8% twelve-month figure. The rest of the case rests on AI networking orders that are running well ahead of the revenue Cisco has booked from them.
PANW's SASE bookings surge 40% in fiscal 2026 as platform consolidation and rising AI traffic create opportunities to challenge FTNT and ZS.
The next rotation in the AI trade may be beginning.
Cisco (CSCO) President and Chief Product Officer Jeetu Patel joins Yahoo Finance Executive Editor Brian Sozzi to discuss how cybersecurity needs to keep pace with AI threats and will require industrywide collaboration.
CrowdStrike shares hit 52-week highs near $242 after strong Q2 results showed 25.6% revenue growth and 51% ARR expansion, as cybersecurity spending resists broader tech budget cuts.
Zscaler (ZS) has gained 48% in three months, yet trades about 43% below its 52-week high. Near $190 it costs 9.3 times sales, against 3.2 for the S&P 500. The question is which growth that price buys: the 25% reported for fiscal 2026, or the roughly 17% guided for fiscal 2027.
Cloudflare (NET) stock has gained about 45% in three months while the S&P 500 returned 2.8%, and sits at the top of its 52-week range. That price is paying for more than the growth: a business Cloudflare has only started to build, charging AI agents for the requests they send.
Cisco Systems (CSCO) closed fiscal 2026 with record revenue of $63.3 billion, and the stock has returned 66% over the past year. Read its last two August earnings calls, though, and the pitch changed. In August 2025 the CEO pitched a refresh of the installed campus switching base. In August 2026 the lead was a networking super cycle, with hyperscaler AI orders up triple digits. How much of the business actually moved.
Palo Alto Networks has completed its US$3.14 billion share repurchase program begun in 2019, reported a shift from quarterly profit to loss despite higher revenue, filed a US$2.74 billion ESOP-related shelf registration, and issued new fiscal 2027 revenue guidance, all against a backdrop of rising AI-related cybersecurity demand. AI safety warnings from leading technology executives have pushed cybersecurity into focus for enterprises and investors, with Palo Alto Networks’ Frontier AI...
The S&P 500 and Nasdaq undercut key support as oil prices and Treasury yields jumped. How will bonds react to the Federal Reserve decision.
Rubrik (RBRK) trades near $100, just off its 52-week high, and the market is paying for agentic cyber resilience: machine-speed recovery and governance for AI agents. The risk here is more ordinary than the story. The revenue growth that supports a price like this is already slowing, and the product carrying the AI story is not the one producing the revenue yet.
Cybersecurity stocks are breaking away from a softening Nasdaq tape, and CrowdStrike is leading the charge for a reason that has little to do with traditional security spending and everything to do with what AI agents are about to demand from corporate networks.
AI safety concerns are rising, but that could create another tailwind for cybersecurity. Here are ETFs positioned to benefit from growing security needs.
J.P. Morgan sees CrowdStrike, Palo Alto Networks, Okta, Zscaler, and Varonis benefiting as AI adoption drives greater demand for cybersecurity.
Okta CEO Todd McKinnon weighs in on the huge AI risk debate.
RUM Group lands a $13.7B Anthropic compute deal, highlighting continued AI infrastructure demand despite growing safety concerns.
CrowdStrike (CRWD) added $333 million of net new annual recurring revenue in fiscal Q2 2027, a record and 51% more than a year earlier. That figure is the case for a stock at its 52-week high, up 117% over the past year. It is also the number to worry about. At 44.5 times sales, the price looks built on that pace, and the company's own guide for fiscal Q3 2027 calls for a slower one.
Okta (OKTA) stock rose 12% in Monday's session and closed at $186.45, its highest price in a year. A move that size usually follows something the company itself announced. What Okta announced that morning does not qualify. Monday’s sharp rally appears driven more by sector-wide AI sentiment than any immediate change to Okta’s guided revenue.
Palo Alto Networks (NasdaqGS:PANW) has endorsed SE Labs' new independent security testing model alongside other major cybersecurity vendors. The company has joined Verizon's 6G Innovation Forum as a founding member focused on next generation network and security standards. Management is using both the SE Labs testing initiative and the Verizon 6G forum to influence future enterprise security and AI native networks. The SE Labs partnership and Verizon 6G forum role are only part of Palo Alto...
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