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A bad day for International Business Machines has turned into great day for CrowdStrike Holdings and other cybersecurity companies. The reason why seems to be a short reference about cybersecurity in a letter to shareholders from IBM CEO Arvind Krishna. Krishna discussed how IBM clients in June shifted quarterly capital spending toward servers, storage, and memory purchases ahead of expected price increases.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.38%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.07%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.97%. September E-mini S&P futures (ESU26 ) are up +0.30%, and September E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is up +0.30%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.60%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.97%. September E-mini S&P futures (ESU26 ) are up +0.28%, and September E-mini Nasdaq futures...
Zscaler's growing Zero Trust adoption and lower valuation give it an edge over Palo Alto Networks, which faces rising integration costs.
FEATURE The artificial-intelligence trade appeared to be reignited Tuesday as investors digested a slew of bank earnings reports ahead of the consumer-price index inflation report for June. International Business Machines sank 23% after the company’s preliminary second-quarter adjusted earnings and revenue missed analysts’ targets.
Watch Video Highlights Below, or Click HERE: Tech Edge hosted a fireside chat on at Pax8 Beyond 2026 in Salt Lake City with Oguo Atuanya, Corporate Vice President of Vendor Experience at Pax8, and Daniel Danielli, Vice President of Global Scale Partnerships at CrowdStrike Holdings, Inc. (Nasdaq: CRWD). The in-person interview was joined by Editor-in-Chief John Jannarone and […] The post The New Cyber Front Line: Pax8 Corporate VP Oguo Atuanya, CrowdStrike VP Daniel Danielli, Live from Pax8 Beyon
Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.
The S&P 500 Index ($SPX ) (SPY ) on Friday closed up +0.42%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.29%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.33%. September E-mini S&P futures (ESU26 ) rose +0.43%, and September E-mini Nasdaq futures...
Is it a good or bad thing when a stock surpasses resistance at the 50-day simple moving average?
Electricity is emerging as the critical strategic resource of the AI era, creating a global competition among governments, hyperscalers, and infrastructure owners for scarce AI-grade power capacity.
Shares of Palo Alto Networks (NASDAQ:PANW) are climbing again Thursday, up 5% in midday trading to $337 as the broader cybersecurity sector rebounds. The move caps a powerful rally that has Palo Alto Networks stock up 28% over the past month, making it the standout of the group. The rally extends across the sector. CrowdStrike ... Palo Alto Just Soared 28% in a Month. Should Investors Take Profits and Rotate Into CrowdStrike or Fortinet?
Palantir Technologies signed a multi-year, multimillion-dollar expansion deal with GNP Seguros, Mexico’s largest insurer, marking its first publicly announced commercial customer in Latin America and expanding use of its Foundry and AI platform across health, life, auto, and property insurance lines.
Coforge has launched its SecureEdge2Cloud Zero Trust security solution built on the Zscaler Zero Trust Exchange platform. The offering uses AI to help protect data and users across cloud and on premises environments. Coforge is joining the next phase of Zscaler’s Project AI-Guardian, broadening the program’s partner ecosystem. Zscaler (NasdaqGS:ZS) sits at the center of cloud delivered security, with its Zero Trust Exchange aiming to connect users, apps, and devices while reducing reliance...
Zscaler (ZS) concluded the recent trading session at $143.55, signifying a -3.98% move from its prior day's close.
ZS faces higher AI infrastructure costs, but scale, pricing actions and operating discipline may help protect margins as demand stays strong.
ZS' steep drop, slowing growth and higher AI-related costs worry investors, but strong results, AI security traction and cheaper valuation support holding the stock.
Domino's, Lowe's, Zscaler, ServiceNow and Tractor Supply top the Most Downgraded Stocks list, yet analysts' price targets still imply notable upside despite lowered expectations.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.43%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.17%. September E-mini S&P futures (ESU26 ) are up +0.46%, and September E-mini Nasdaq futures...
Recently, Zacks.com users have been paying close attention to Zscaler (ZS). This makes it worthwhile to examine what the stock has in store.
Zscaler (NasdaqGS:ZS) has entered a multi-year global cybersecurity partnership with the Aston Martin Aramco Formula One Team. The agreement focuses on securing high-volume, real-time data flows that support car performance, race strategy, and broader team operations. The collaboration positions Zscaler's cloud security platform at the core of a high-profile, data-intensive sports environment. Zscaler, trading at $147.33, is adding a high-visibility partnership with Aston Martin Aramco...
An ongoing trend of decelerating revenue growth rates is not a good look for Zscaler during the AI boom.
Netskope shows how AI security, SASE and cloud partnerships are reshaping enterprise cybersecurity as adoption grows and demand evolves.
NTSK's raised revenue outlook and improving margins support growth, but weak cash flow and second-half execution needs keep the stock in watchlist territory.
NTSK's AI security push and unified SASE platform are driving adoption, but slower ARR growth and longer sales cycles keep the near-term outlook in focus.
Based on the average brokerage recommendation (ABR), Zscaler (ZS) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?
A number of stocks jumped in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the sector during the year had pushed valuations too low. This was a valuation call from a skeptic, not an AI endorsement.
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