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Cisco Exec Admits Every Competitor Was Beating Them. Now He's Saying AI Just 'Changed' The Game In Their Favor.
Friday, June 5, 2026 - 5:09am | 683Read More...Cisco Systems Inc‘s (NASDAQ:CSCO) position in the cybersecurity market has changed dramatically over the past decade, transforming from a networking-focused vendor that was rarely included in security discussions into a major player in one of technology’s fastest-growing markets. Cisco...
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CrowdStrike Delivers Beat-And-Raise Q1, Announces 4-For-1 Stock Split
Wednesday, June 3, 2026 - 4:32pm | 612Read More...CrowdStrike Holdings Inc (NASDAQ:CRWD) reported financial results for the first quarter of fiscal 2027 after the closing bell on Wednesday. Here’s a look at the key details from the report. CrowdStrike Holdings stock is trending. What’s going on with CRWD shares? CrowdStrike Q1...
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Cisco And Palo Alto Could Be Major Winners From Anthropic's Mythos AI, According To Jim Cramer
Wednesday, June 3, 2026 - 6:07am | 876Read More...CNBC’s Jim Cramer said Cisco Systems Inc. (NASDAQ:CSCO) and Palo Alto Networks Inc. (NASDAQ:PANW) could have more room to run, arguing that Anthropic’s cybersecurity-focused AI model, Mythos, could prove to be a major catalyst for both companies. “Both Cisco and Palo Alto came in...
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CrowdStrike Q1 Preview: Dan Ives Says AI Accelerates Companies' Need For Cybersecurity
Tuesday, June 2, 2026 - 6:41pm | 760Read More...Cybersecurity giant CrowdStrike Holdings (NASDAQ:CRWD) could highlight the growth of the sector when the company reports first-quarter financial results on Wednesday after market close. Here are the earnings estimates, what analysts are saying ahead of the report and the key items to watch...
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CrowdStrike Stock Is Climbing After The Close: Here's Why
Tuesday, June 2, 2026 - 5:40pm | 451Read More...CrowdStrike Holdings Inc (NASDAQ:CRWD) shares are moving higher in extended trading on Tuesday following strong quarterly results from cybersecurity peer Palo Alto Networks (NASDAQ:PANW). CrowdStrike Holdings stock is approaching key resistance levels. Why are CRWD shares at highs? Palo Alto...
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Palo Alto Beats Q3 Estimates, Raises FY26 Outlook As AI Boosts Cybersecurity Demand
Tuesday, June 2, 2026 - 4:21pm | 551Read More...Palo Alto Networks Inc (NASDAQ:PANW) posted financial results for the third quarter of fiscal 2026 after the closing bell on Tuesday. Here’s a rundown of the cybersecurity company’s report. Palo Alto Networks shares are under pressure. Why are PANW shares declining? Palo Alto Q3...
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'A Second ChatGPT-Like Moment' May Be Fueling Palo Alto's Rally
Tuesday, June 2, 2026 - 11:05am | 550Read More...Palo Alto Networks, Inc. (NASDAQ:PANW) heads into earnings, up more than 60% year-to-date, near all-time highs, but one investor believes the stock’s rally may be tied to a larger trend, not just cybersecurity. According to Gabelli Funds portfolio manager John Belton, “a second ChatGPT-...
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AI Is Making Hackers Smarter — And Palo Alto And CrowdStrike Richer
Tuesday, June 2, 2026 - 10:39am | 693Read More...Investors have spent the last two years chasing AI winners such as Nvidia Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT) and Amazon.com, Inc. (NASDAQ:AMZN). But according to Wedbush analyst Dan Ives, another group may be quietly benefiting from the AI revolution: the cybersecurity companies. As...
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IBM Is Chasing A '$1 Trillion Value Creation Engine' — And It's Spending $15 Billion To Get There
Friday, May 29, 2026 - 9:51am | 746Read More...While much of Wall Street remains focused on artificial intelligence, IBM Corp (NYSE:IBM) is placing a massive bet on what could come next. • What’s going on with IBM stock? The company announced a $10 billion commitment over the next five years to accelerate its quantum computing...
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Carnival Data Breach Exposes Names, Addresses And Government ID Numbers After Cybercriminals Trick Employee In Social Engineering Attack
Thursday, May 28, 2026 - 4:14am | 548Read More...A cybersecurity incident at cruise operator Carnival Corp. (NYSE:CCL) exposed sensitive personal information after attackers gained access through a compromised employee account in a social engineering attack. Cyberattack Exposed Personal Data Through Employee Account On Wednesday, Carnival said it...
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Anthropic's Claude Mythos Was Supposed To End Cybersecurity: It Just Triggered The Sector's Best Rally On Record
Thursday, May 21, 2026 - 3:06pm | 1202Read More...In early April, Wall Street wrote the obituary on the cybersecurity sector. Anthropic had just confirmed that its forthcoming AI model, codenamed Claude Mythos, was “far ahead of any other AI model in cyber capabilities” — language pulled from a draft blog post that leaked through a...
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Microsoft-Owned GitHub Faces Security Scare After Hackers Claim Access To Internal Systems, Threaten Public Leak Of Stolen Repositories
Wednesday, May 20, 2026 - 3:20am | 889Read More...Microsoft Corp's (NASDAQ:MSFT) subsidiary GitHub is investigating a suspected cyberattack after the threat actor known as TeamPCP claimed to have stolen internal source code and data tied to thousands of repositories from the platform. Alleged GitHub Breach Sparks Supply-Chain Security Concerns The...
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General Dynamics Expands AI, Cybersecurity Push With NightDragon Partnership
Wednesday, May 13, 2026 - 12:03pm | 745Read More...General Dynamics Corporation (NYSE:GD) shares fell on Wednesday after its GDIT business unit announced a strategic collaboration with NightDragon. • General Dynamics stock is trading at elevated levels. Where are GD shares going? General Dynamics Expands Federal Security Technology Push The...
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Fortinet Stock Darts Higher After Q1 Earnings Beat
Wednesday, May 6, 2026 - 4:55pm | 473Read More...Fortinet Inc (NASDAQ:FTNT) reported financial results for the first quarter after the closing bell on Wednesday that sent shares soaring. Here’s what you need to know from the report. Fortinet shares are climbing with conviction. Why are FTNT shares rallying? Fortinet Q1 Highlights...
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Barclays CEO Flags Anthropic's Mythos AI As Potential Catalyst For Cyberattacks On Global Banks: 'A Serious Issue'
Saturday, April 18, 2026 - 1:28am | 781Read More...On Friday, Barclays PLC (NYSE:BCS) CEO CS Venkatakrishnan warned that a powerful new AI model from Anthropic could significantly heighten cyber risks across the global banking system. Mythos AI Raises Cybersecurity Concerns Speaking at a G30 consultancy group meeting during the IMF spring...
















