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Shares of software supply chain platform JFrog (NASDAQ:FROG) jumped 10.1% in the afternoon session after the company announced integrations with Zscaler, Cloudflare, and Netskope to block malicious software packages at the network level and launched its JFrog Traffic Controller.
Salesforce stock (CRM) surges ahead by over 22% on Thursday since releasing strong second quarter earnings results, coming at a time when AI demand is driving growth within the software sector. Macquarie US head of software and services research Steve Koenig examines what he is seeing from tech investors and how Salesforce performed.
Software is eating the world, and virtually no business is left untouched by it. Companies bringing it to life have been rewarded with explosive earnings growth, and the upward trend shows no signs of stopping as the industry has posted a 44.6% gain over the past six months, beating the S&P 500 by 32.9 percentage points.
CrowdStrike and Okta dropped results after Wednesday's close, and the shockwave landed hardest on the cybersecurity names the market had spent months punishing. The rotation playing out Thursday reveals something unusual about where sentiment repair actually goes.
The S&P 500 Index ($SPX ) (SPY ) is up by +0.59% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.33%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +1.03%. E-mini S&P futures (ESU26 ) are up +0.55%, and September E-mini...
The S&P 500 Index ($SPX ) (SPY ) is up by +0.39% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.84%. E-mini S&P futures (ESU26 ) are up +0.30%, and September E-mini...
The cybersecurity companies are benefiting from AI adoption that is driving demand for security products.
The options market is charging more than this stock's own past year of movement would justify, and the range it prices runs from a level inside the past year's trading range to one well above the top of it.
CrowdStrike (CRWD) shares spiked early Thursday after the company raised its full-year net new annua
The cybersecurity companies are benefiting from AI adoption that is driving demand for security products.
Zscaler (ZS) concluded the recent trading session at $170.31, signifying a +1.12% move from its prior day's close.
CrowdStrike (CRWD) delivered earnings and revenue surprises of +6.90% and +2.15%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?
The cybersecurity company is benefiting from AI adoption that is driving demand for security products.
The startup founded by former Google AI search employees raised $43 million to help companies build their own specialized AI models.
Palo Alto Networks' strong firewall bookings, software growth and AI-driven traffic demand are strengthening its Network Security growth outlook.
Heading into the earnings reports for CrowdStrike, Okta, SentienelOne, Palo Alto Networks and Zscaler, cybersecurity stocks have been on fire. With expectations running high, the cybersecurity stocks could be volatile if financial results underwhelm investors.
KeyBanc says Zscaler stock is not out of juice just yet. Here’s why its analyst recommends buying ZS shares heading into the Q4 earnings on Sept. 3.
A top global tech CEO just declared that machine-speed attacks have made human-speed defense obsolete, and that single claim reshuffles which cybersecurity vendors survive the AI era and which ones quietly become irrelevant.
CrowdStrike's AI security demand is driving AIDR, cloud and identity growth, strengthening its position against cybersecurity rivals.
Unprofitable companies can burn through cash quickly, leaving investors exposed if they fail to turn things around. Without a clear path to profitability, these businesses risk running out of capital or relying on dilutive fundraising.
Zscaler (ZS) shares came under pressure after a Bloomberg report suggested Anthropic is targeting an IPO size comparable to SpaceX’s record debut. This refocused investors on how AI labs may compete with enterprise SaaS stocks. See our latest analysis for Zscaler. The latest 1 day share price return of Zscaler was down 5.23%, extending a 7 day decline of 7.03%. However, the 30 day share price return of 17.64% points to improving short term momentum against weaker year to date share price and...
In August 2026, Zscaler, Inc. and Carahsoft Technology Corp. expanded their partnership to push Zscaler’s Zero Trust Exchange deeper into the U.S. SMB and mid-market segments through standardized bundles, simplified pricing, and scaled partner enablement. This move highlights Zscaler’s attempt to broaden its customer base beyond large enterprises by packaging its cloud-native Zero Trust platform for smaller organizations that often lack complex in-house security capabilities. We’ll now...
A number of stocks fell in the afternoon session after competitive pressure from artificial intelligence continued to weigh on the software sector following a Bloomberg report that Anthropic expects its upcoming initial public offering to match or beat the size of SpaceX’s record-setting debut.
Zscaler (ZS) reached $174.95 at the closing of the latest trading day, reflecting a -5.23% change compared to its last close.
Palo Alto Networks is leveraging enterprise AI adoption to drive demand across network, AI, identity and security operations.
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