Chief executive officer at Palo Alto Networks Inc., Nikesh Arora attends the 9th edition of the VivaTech trade show at the Parc des Expositions de la Porte de Versailles on June 11, 2025, in Paris. Chesnot | Getty Images Anthropic‘s Mythos model offered a much-needed lifeline to cybersecurity firms in the age of artificial intelligence. …
CrowdStrike narrowly beat Wall Street’s fiscal first-quarter estimates after the bell on Wednesday, but shares dropped 9% following the report. Here’s how the company did versus LSEG estimates: Earnings per share: $1.10 adjusted vs. $1.07 expected Revenue: $1.39 billion vs. $1.36 billion estimate The cybersecurity company said revenue grew 26% from a year ago. Net …
Palo Alto Networks reported a strong beat-and-raise quarter Tuesday night, putting to rest any lingering doubt that it will be disrupted by artificial intelligence. The stock was volatile in after-hours trading, but considering its blistering rally into earnings, it’s not surprising to see this kind of reaction. Revenue for the company’s fiscal 2026 third quarter …
Could it be “SaaSpocalypse Never?” Software stocks are surging back from an artificial intelligence-driven sell-off that saw the group shed almost 40% from highs last year, rallying about 6% Monday in a surge that brought the year-to-date performance in the iShares Expanded Tech-Software Sector ETF (IGV) into positive territory for the first time. The fund …
This photograph shows the logo of the logo of SentinelOne during the 18th edition of the “InCyber” Forum, an international cyber security event, at the Grand Palais in Lille, northern France on April 1, 2026. Sameer Al-doumy | Afp | Getty Images SentinelOne shares sank 12% as the cybersecurity company laid off 8% of its …
Check out the companies making the biggest moves premarket: Zscaler — Shares tumbled more than 23% after the cloud security company guided for current-quarter revenue of between $875 million to $878 million, falling short of the $879 million analysts were seeking, per LSEG. However, the company’s fiscal third-quarter adjusted earnings of $1.08 per share beat …
Pedestrians walk outside Salesforce Tower on Feb. 25, 2026 in San Francisco, California. Benjamin Fanjoy | Getty Images Could the software’s long national nightmare be over? As semiconductor shares dragged down the Nasdaq-100 for a second day, quietly, software stocks appear to have found their groove. Shares of the iShares Expanded Tech-Software Sector ETF (IGV) …
(This is The Best Stocks in the Market , brought to you by Josh Brown and Sean Russo of Ritholtz Wealth Management.) Josh — Of all the horrendous nonsense we were forced to entertain this spring, none of it was more horrendously nonsensical than the idea of people vibe-coding their own cybersecurity solutions. I was …
Dario Amodei, co-founder and chief executive officer of Anthropic, at the AI Impact Summit in New Delhi, India, on Thursday, Feb. 19, 2026. Prakash Singh | Bloomberg | Getty Images Global banks, tech giants and governments were sent scrambling last month to contain the risks posed by Mythos, the Anthropic model said to be so …
CrowdStrike Holdings stock should benefit from a likely boom in interest in its cybersecurity services as Anthropic’s Project Glasswing continues to shine a spotlight on emerging threats tied to the proliferation of artificial intelligence, according to Mizuho. The bank upgraded the cybersecurity stock to outperform from neutral. It also hiked its price target on shares …