Big lesson from this week’s earnings: AI buildout is not a zero-sum game
This week’s impressive earnings results showed that the AI buildout is not a zero-sum game: both hardware and…
Okta skyrockets 20% and CrowdStrike surges 15%, leading cyber rally
Jonathan Raa | Nurphoto | Getty Images CrowdStrike and Okta shares surged on Thursday after earnings showed that…
Okta (OKTA) earnings Q2 2027
Todd McKinnon, chief executive officer of Okta Inc., during a Bloomberg Television interview, in London, UK, on Friday,…
Inflation moderated as Intel and Nvidia fueled the AI trade in last week’s market
No surprises on inflation and new financing developments in the artificial intelligence trade drove the record-breaking action on…
AI agent hacks to lead to cybersecurity spending boom
Hirun | Istock | Getty Images A string of recent AI hacking incidents has pushed cybersecurity to the…
CrowdStrike, Palo Alto hit records after Black Hat cyber conference
Jonathan Raa | Nurphoto | Getty Images Cybersecurity stocks CrowdStrike and Palo Alto Networks jumped more than 5%…
Cyber execs on the AI Hugging Face hack: The situation is ‘urgent’
Omer Taha Cetin | Anadolu | Getty Images Cybersecurity executives are ready to close the book on the…
The Situational Awareness unwind is only one reason the AI trade is back
It was a clearing event after all. It’s been just over a week since the forced unwind of…
The AI rotation stole the spotlight from a strong start to earnings season
The AI trade dominated the market once again this week, upstaging an impressive start to the second-quarter earnings…
Chip stocks sell off as high expectations overshadow Samsung results
Investors dumped semiconductor stocks on Tuesday after results from Samsung Electronics failed to meet Wall Street’s lofty artificial…
The case for owning cybersecurity stocks in the age of AI just got stronger
The case for owning cybersecurity stocks in the age of artificial intelligence just got stronger after new evidence…
Some software stocks are breaking out of the AI-driven ‘SaaSpocalypse.’ JPMorgan likes these names
Things may be turning around for one of the most beaten-down parts of the stock market: software. The…