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Cloudflare Surges 9% on OpenAI Security Partnership, Zscaler Rises 3%
09.09.2026 15:28
A security partnership with OpenAI sent Cloudflare shares surging while cybersecurity giants CrowdStrike and Palo Alto sat out the rally entirely, raising a pointed question about which AI security narrative investors actually believe.
OpenAI, Anthropic are 'gambling with our lives': Fmr. employee warns of AI's threat to humanity
09.09.2026 15:13
A former Anthropic employee stated on X on Tuesday that both Anthropic and OpenAI are "not acting responsibly" and are "gambling with our lives." He also noted that many people building AI technology believe it could kill humanity in the next decade. Sherwood News head of markets Luke Kawa and Investopedia editor in chief Caleb Silver discuss the details with Morning Brief host Julie Hyman.
Zscaler Stock Lags Industry Returns in Six Months: Time to Exit?
09.09.2026 13:41
ZS' slowing revenue and ARR growth, rising capital spending and weaker cash flow margins cloud its cheap valuation and near-term outlook.
Palo Alto Networks (PANW) Sinks After Q4 Loss, Is The Stock A Bargain?
04.09.2026 17:07
Palo Alto Networks (PANW) is back in focus after its latest quarterly and full year 2026 earnings, where revenue reached US$3.41b for Q4 but the company reported a net loss of US$282m. The recent Q4 results and guidance sparked a sharp pullback, with Palo Alto Networks’ 7 day share price return down 13.3% and its 30 day share price return down 9.4%. Even with this volatility, the stock still shows an 85.1% year to date share price return and a 72.6% total shareholder return over the past...
Zscaler Falls 4% as FY2027 Growth Guidance Overshadows Earnings Beat; CrowdStrike Slips, Palo Alto Holds Steady
04.09.2026 16:06
Zscaler posted a clean earnings beat and still sent the whole cybersecurity sector into retreat, raising an uncomfortable question about whether even the strongest growth numbers can justify where these stocks are priced right now.
Zscaler Q4 Earnings Beat Estimates, Revenues Surge 25% Y/Y
04.09.2026 15:20
ZS' Q4 earnings and revenues top estimates as rising platform adoption, AI demand and broad geographic growth drive 25% revenue growth and stronger ARR.
Palo Alto (PANW) Could Find a Support Soon, Here's Why You Should Buy the Stock Now
04.09.2026 14:55
Palo Alto (PANW) witnesses a hammer chart pattern, indicating support found by the stock after losing some value lately. This coupled with an upward trend in earnings estimate revisions could mean a trend reversal for the stock in the near term.
OpenAI Astra Cybersecurity Reveal: Skip Legacy Cybersecurity, Buy Zscaler
04.09.2026 13:41
Zscaler is rated a Buy as AI threats rise, with its zero-trust cybersecurity platform, earnings beat, and spending tailwinds. Click for more on the ZS stock.
Zscaler Stock Falls After Earnings. How It’s Bidding to Join the Ranks of AI Winners.
04.09.2026 10:50
The cybersecurity company reports adjusted earnings of $1.19 a share on revenue of $898.2 million, beating Wall Street expectations.
This Unstoppable Stock Is Obliterating the S&P 500 and the Nasdaq-100 in 2026, but Is There Still Time to Buy?
04.09.2026 10:18
Artificial intelligence (AI) adoption is fueling a surge in demand for advanced cybersecurity software.
Tech titan fell 9%: BofA says buy the dip
04.09.2026 01:47
The cybersecurity giant beat every key metric and still got hammered. One analyst thinks the market got this one wrong.
The Zacks Analyst Blog Highlights Palo Alto Networks, CrowdStrike and Fortinet
03.09.2026 13:46
Palo Alto Networks' $9.1B NGS ARR, strong profitability and 22-23% FY27 growth outlook highlight rising AI security demand.
Palo Alto Networks: Great Company, Wrong Price
03.09.2026 09:06
Palo Alto Networks (PANW) Q results: 34% revenue growth, $9.1B NGS ARR, and AI-security tailwindsâyet valuation looks rich. See here for more details.
US Stock Market Today: S&P 500 Futures Edge Lower As Investors Eye Jobs Data
03.09.2026 08:17
The Morning Bull - US Market Morning Update Thursday, Sep, 3 2026 US stock futures are slightly weaker this morning, as investors weigh stubbornly high borrowing costs and the health of the real economy. The 10 year US government bond yield is trading near 4.8%, which means mortgages, car loans and corporate borrowing are all staying expensive while investors wait for key jobs data. At the same time, two key scorecards of factory activity, the S&P Global US Manufacturing PMI at 53.9 and the...
Cybersecurity Is AI's Next Growth Leg
03.09.2026 08:08
Cybersecurity stocks may surge as AI threats boost security budgets.
Netskope: Cyber Play At A Large Discount
03.09.2026 08:00
Netskope, Inc. pre-IPO: high-risk Buy on discounted 6x EV/Sales and agentic AI edge. Click for more on NTSK and its Q2 earnings report and see why I'm bullish.
Why Palo Alto Networks (PANW) Stock Is Nosediving
03.09.2026 04:12
Shares of cybersecurity platform provider Palo Alto Networks (NASDAQ:PANW) fell 10.5% in the afternoon session after the company reported second quarter 2026 earnings results that failed to impress.
CrowdStrike And Palo Alto Networks Aside, AI Boom Powers Growth In This Smaller Cybersecurity Player
03.09.2026 03:23
Netskope’s strong Q2 and raised outlook show how AI-driven demand is extending beyond the biggest cybersecurity players.
Why Palo Alto Stock Is Getting Crushed After a Huge Earnings Beat
02.09.2026 14:47
Adjusted earnings per share were $1.02, up from 95 cents last year, ahead of Wall Street projections of 98 cents.