Notícias

The Morning Bull - US Market Morning Update Tuesday, Sep, 15 2026 US stock futures point lower this morning, with E-mini S&P 500 contracts down about 0.7% and Nasdaq-100 futures off roughly 1.8%, as investors weigh stubborn inflation against rising borrowing costs. August consumer prices rose 0.4% for the month, driven by gasoline and housing, while the yearly rate eased to 2.4%, the lowest since early 2021. Core inflation, which strips out food and energy, came in at 0.3% for the month. At...

A number of stocks jumped in the afternoon session after shares of enterprise software and SaaS companies rallied broadly as investors rotated capital out of semiconductor and AI-hardware stocks following calls for an artificial intelligence development slowdown.

Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at Palo Alto Networks (NASDAQ:PANW) and its peers.

The September 14 AI selloff produced an odd winner: cybersecurity. As chip stocks fell after frontier AI leaders called for slower development, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) and Palo Alto Networks, Inc. (NASDAQ:PANW) both traded higher as investors also digested fresh concern about AI-enabled cyber risk and the Revolut breach. The move suggests Wall Street may […]

Stocks started the week on a negative note as several AI-related tech stocks sold off. Higher energy costs and Treasury yields didn't help.

AI worries drive investors to buy Palo Alto Networks stock today.

Although AI safety warnings continue to spark fierce public debate and market volatility, AI companies' underlying actions paint a vastly different picture.

The company's security franchise is expanding, but reported and adjusted earnings tell materially different stories.

Cybersecurity stocks rallied Monday as AI warnings fueled expectations of higher security spending, with threat protection provider CrowdStrike Holdings Inc (NASDAQ:CRWD) rising 15.42% to $238.63. Anthropic chief executive Dario Amodei urged slower artificial intelligence development in a...

Quarterly revenue outperformance of software companies that don't follow the standard reporting cale

Amodei, Altman and Musk all called for slowing capability development this weekend

Nvidia’s CEO sees cybersecurity as AI’s next leg. CrowdStrike and Anthropic’s last two months suggest he’s not wrong.

AI safety warnings from two frontier lab CEOs sent shockwaves through chipmakers over the weekend, but cybersecurity stocks are telling a completely different story about what those warnings mean for the threat environment ahead.

Anthropic CEO Dario Amodei called for slowing frontier AI development, while OpenAI CEO Sam Altman backed the idea and said the firm would also adopt independent evaluators with employee-like access.

Most of the AI trade is hitting the brakes this morning.

Yahoo Finance Senior Markets Reporter Ines Ferre and DA Davidson Head of Technology Research Gil Luria break down the tech stock (XLK) pullback following calls to slow AI development, while highlighting the renewed strength in the cybersecurity sector.

CrowdStrike and Palo Alto Networks are leading a software rally as concerns about AI safety give cybersecurity stocks an added boost.

Fortinet's SASE momentum, AI-driven demand and lower valuation make it a stronger cybersecurity pick than Palo Alto Networks.

Shares of major technology companies fell early Monday after leading artificial intelligence executi

Highflying chip and memory stocks are getting hammered, while software developers rally as AI disruption fears ease.

A boost for at least one sector of AI.

Palo Alto Networks, Inc. (NASDAQ:PANW) is entering its fiscal 2027 with strong momentum, particularly in next-generation security. But investors now demand more from the cybersecurity company after its stock rallied sharply. On September 7, PhillipCapital downgraded Palo Alto stock to Neutral from Accumulate but raised the price target to $346 from $320. PhillipCapital’s move captures […]

Nike’s removal from the S&P 100 caps a brutal stretch for the stock, but Wall Street still sees meaningful upside if its turnaround gains traction.

Ken Fisher’s latest disclosed positions put two different approaches to AI infrastructure and security in the same portfolio. Cisco Systems, Inc. (NASDAQ:CSCO) combines networking equipment with security software. Palo Alto Networks, Inc. (NASDAQ:PANW) offers more concentrated exposure to security platforms, with acquisitions adding an integration test. September coverage brought renewed attention to Fisher’s position increases. […]

Nike continues to make new lows while the major indexes hover around all-time highs.

Shares of cybersecurity platform provider Palo Alto Networks (NASDAQ:PANW) fell 3% in the afternoon session after the company published a security advisory addressing a critical buffer overflow vulnerability in its PAN-OS software. The security advisory detailed an XML processing flaw in PAN-OS, cataloged as CVE-2026-0310 with a CVSSv4 base score of 9.2. This high-severity vulnerability enables unauthenticated attackers to execute arbitrary code with root privileges or trigger denial-of-service

CNBC reported that Palo Alto Networks, Inc. (NASDAQ:PANW) CEO Nikesh Arora said on September 1 that AI is forcing companies to modernize roughly $1 trillion of aging cybersecurity infrastructure that cannot handle attacks moving at machine speed. Arora told CNBC’s Jim Cramer, “You have to rethink your cyber architecture,” arguing that security modernization is now […]

Cisco Systems (CSCO) stock trades at $107.44, and its options price a range over the next twelve months from near $74 to near $156. The market gives the shares about a two-in-three chance of finishing inside that band, and the band carries no view on direction. It measures size, and for Cisco that is about as much movement as the stock has shown over the past year.

CrowdStrike (CRWD) stock rose about 97% over the past year, against 18% for the S&P 500, as growth in the recurring revenue it adds each quarter sped up. Management was forecasting that speed-up by March 2025 and named one mechanism: Falcon Flex customers using up their contracts early and coming back for more. The direction was public. The size of the fiscal 2027 speed-up was not.

Wedbush Sees Cybersecurity Winners Emerging as AI Transforms the Market