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Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q2 2026 investor letter for the “Growth Equity Strategy. A copy of the letter can be downloaded here. The strategy highlighted a strong quarter for the portfolio amid a market rally increasingly shaped by AI-related themes. The strategy generated a […]
U.S. cybersecurity stocks jumped after warnings about erratic AI behavior. Palo Alto Networks rose 10.0% and Fortinet 8.8% in the September 11–18 trading week. Seven cybersecurity stocks now offer investors distinct ways to profit from protecting AI systems, with 2026 share-price returns ranging from a 13.9% loss to a 125.1% gain. A 125% stock rally […]
Cisco Systems (CSCO) trades near $106 a share, about 24.6 times the $4.33 of non-GAAP earnings per share it reported for fiscal 2026. That is the same basis Cisco uses for its guidance and analysts use for their forecasts. For a networking supplier with $63.33 billion of revenue behind it, that is rich. And it ignores the two years analysts have already forecast.
Here is how Fortinet (FTNT) and Ambiq Micro, Inc. (AMBQ) have performed compared to their sector so far this year.
A deep dive into the rivalry between Intel and Taiwan Semiconductor shows why chip foundries are AI's real bottleneck, how Intel's 18A/14A comeback stacks up, and which foundry stock fits your risk.
Synopsys (SNPS) sells the electronic design automation software and design IP that chipmakers use to build new chips. Its stock has lost 16.3% over the past year, while the S&P 500 gained 18.5%. A Needham analyst said on the fiscal Q3 2026 earnings call that the question investors keep asking is whether AI could learn to design chips without those tools. The biggest risk is not a sudden break. It is that Ansys revenue could hide the threat inside the headline totals while it builds.
Cloudflare (NET) has returned about 61% in three months and trades at or near its three-year high. The question on holders' minds is plain: what happens if its growth cools? The company has guided revenue growth for the third quarter of 2026 to 31%, and its CFO says the way customers now pay makes each quarter harder to forecast.
The popular view of CrowdStrike (CRWD) is that AI has made a fast-growing security company grow even faster. The stock returned 98% over the past year. The S&P 500 returned 18.5% over the same period. For that view to be right, two things must both be true. The faster growth has to last, and it has to turn into real profit. So far, only the first one clearly holds.
FTNT shares hit a 52-week high as platform demand accelerates, with AI security expansion and raised 2026 guidance adding momentum.
FTNT pairs faster billings growth, robust cash flow and a lower valuation, while DDOG delivers stronger revenue growth but faces near-term customer pressure.
Security spending keeps climbing as data breach costs hit record highs.
It wasn't just Nasdaq today. A handful of large stocks also closed at their highest levels ever. Here are some notable names with market caps above $10 billion that are sitting at all-time highs today.
Does Fortinet (FTNT) have what it takes to be a top stock pick for momentum investors? Let's find out.
The S&P 500 Index ($SPX ) (SPY ) is up by +0.61% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.17%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.33%. December E-mini S&P futures (ESZ26 ) are up +0.70%, and December E-mini...
Top-ranked stocks AVAH, FTNT, THC, ARW and VLO are likely to beat on the bottom line in their upcoming releases.
Fortinet has ridden a powerful share price run in recent years, which puts a sharp spotlight on whether the current US$169.84 level is adequately supported by the cash the business can generate. With expectations shaped by both strong historical returns and fresh corporate milestones, the question now is how the stock lines up against its own cash flow potential. Over the past 3 years the stock has returned 191.6%. This raises the stakes on whether that performance is reflected in the...
Fortinet’s modeled fair value has shifted from US$119.92 to US$163.13, marking a meaningful reset in how the stock is being valued in this framework. This change lines up with recent research where many firms have lifted price targets, even as a large share of ratings sit at Neutral or similar, reflecting a more even mix of risk and potential reward. As you read on, you will see how this evolving narrative could matter for how you track Fortinet from here. Stay updated as the Fair Value for...
Cybersecurity companies were having a moment on the exchange.
Fortinet (FTNT) concluded the recent trading session at $169.41, signifying a -1.84% move from its prior day's close.
Fortinet stock is trading just below a buy point after a strong week for cybersecurity stocks. Shares are attempting to break above resistance around 170.
Two years of Synopsys (SNPS) earnings calls show management changing what it explains. The company used to open on problems, some outside its control and some its own. The August 2026 call is built around a joint product with Ansys, agentic AI, and a new way to charge for its design IP. Most of that switch is earned, but parts of it are still a promise.
Growing anxieties about autonomous AI vulnerabilities and cyber threats have pushed cybersecurity shares to the top of the Nasdaq 100 this week.
The S&P 500 Index ($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...
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.
As AI-related fears increase, cybersecurity stocks could be the heroes that businesses and investors need.
PANW's SASE bookings surge 40% in fiscal 2026 as platform consolidation and rising AI traffic create opportunities to challenge FTNT and ZS.
Synopsys (SNPS) sells the design software and the interface IP that chip makers need to get AI silicon built, and its stock has still gone backwards over the past year. At about $370 the shares sit at their 52-week low. Reported margins have fallen sharply over the past year. Free cash flow tells a different story, and the gap between cash and reported profit is the case worth arguing here.
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