Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
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...
ZS' AI-related bookings jump more than 50% sequentially in Q4'26, as rising AI security demand opens a new growth avenue.
Key TakeawaysAI Standoff Rally: CrowdStrike stock climbed 15% for the week to close at $238 on Friday, September 18, after CEO George Kurtz’s public clash with Anthropic’s Dario Amodei over slowing AI development sparked a Monday spike. Buy-Heavy Split: 30 buys, 10 outperforms and 12 holds make up most of the 54-analyst tally, with a $235 mean target.
When Anthropic CEO Dario Amodei wrote an essay advocating that the AI sector should purposefully restrict its rate of progress, the initial market reaction appeared to be a simple risk-off move in chip stocks. By September 14, a more intriguing pattern had emerged: money wasn’t just leaving AI infrastructure names, it was also moving into […]
Investors are growing increasingly concerned about AI-powered threats.
Piper Sandler has advised caution on increasing equity exposure, citing deteriorating intermediate-term market breadth and momentum despite gains in selected sectors of the US stock market. In a note released Wednesday, the firm highlighted differences in performance across major indices and sectors.
NVIDIA CEO Jensen Huang calls cybersecurity a major growth market, as the company deepens AI security partnerships with CrowdStrike, Cisco, and Palantir, all of which show strong results and analyst optimism.
CrowdStrike CEO George Kurtz says slowing AI won’t erase security risks, sending CRWD stock to a record close.
CrowdStrike Holdings (NasdaqGS:CRWD) was named a Leader in The Forrester Wave Q3 2026 report on external threat intelligence services. The Forrester evaluation highlights CrowdStrike’s approach to Threat AI as a foundation for next generation security operations. CrowdStrike announced new integrations with Salt Security, Horizon3, and Nord Security to broaden its AI driven security and intelligence platform. For investors, the Forrester recognition and new partner integrations are useful...
ServiceNow, UiPath, and Palo Alto Networks show real agentic AI traction through earnings growth, enterprise adoption, and partnerships, making their fundamentals worth watching amid market volatility.
A number of stocks fell in the afternoon session after markets remained volatile during the last trading session of the week, reflecting growing uncertainty, with the broad market retreat erasing the sector's gains from the previous day.
Cybersecurity provider CrowdStrike Holdings, Inc. (NASDAQ:CRWD)’s shares are up by more than 100% year to date. With AI continuing to dominate the market narrative, the firm has found itself at the center of the industry’s concerns about cybersecurity. While some, such as Anthropic’s Dario Amodei, have claimed that their AI software is sufficient for cybersecurity […]
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.
SailPoint Inc. (NASDAQ:SAIL), a leading player within the enterprise identity security space, recently expanded its strategic alliance with CrowdStrike. As part of the revised arrangement, the company’s SailPoint SecOps Identity Intelligence will be integrated with CrowdStrike Falcon Next-Gen SIEM. This will help in expediting threat detection procedures, and will also incorporate access data and identity […]
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...
Wall Street sees CrowdStrike’s latest AI launches reinforcing its position as a strategic cybersecurity platform as enterprise demand for AI security expands, per TheFly.
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.
CrowdStrike’s “genie is out of the bottle” warning on AI risks could create a fresh growth catalyst for CRWD stock as increasingly powerful AI systems drive demand for cybersecurity.
CrowdStrike, Okta, and Iovance Biotherapeutics stocks surged to annual highs amid industry tailwinds and positive Wall Street outlooks.
Salesforce CEO Marc Benioff joins a growing group of tech leaders warning about AI risks and potential slowdown.
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 […]
On September 14, during the episode of Mad Money, Jim Cramer said CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is emerging as a beneficiary of growing concerns over the cybersecurity risks created by artificial intelligence, as he said: Over the weekend, the co-founder and CEO of Anthropic published an essay where he pushed for a slowdown among the […]
As AI-related fears increase, cybersecurity stocks could be the heroes that businesses and investors need.
Cybersecurity is at the center of this hottest AI debate.
The next rotation in the AI trade may be beginning.
CrowdStrike Holdings has been one of the stronger movers in cybersecurity, and the recent run in the stock raises a straightforward question for you as an investor. Is the current share price mainly a story about excitement around AI driven security and partnerships, or is it supported by what the company is actually generating in sales today? Over the past 3 years the stock has returned very close to 5x your original investment. This puts real pressure on the numbers to show that this kind...
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