CrowdStrike’s shows AI is a cybersecurity tailwind, not a threat
Shares of CrowdStrike jumped 10% after the company delivered another beat-and-raise quarter, cementing our thesis that cybersecurity has…
Intel (INTC) earnings report Q2 2026
Intel reported better-than-expected second-quarter results on Thursday, notching its fastest revenue growth rate for any quarter since 2011…
Intel is down 27% from June record highs. How it can reverse the slide
Investors will be watching for two key updates when Intel reports earnings after Thursday’s closing bell: stronger AI…
Want to hop off the AI trade? Goldman says buy these stocks that have nothing to do with it
It may feel like the artificial intelligence trade is sucking all the oxygen out of the stock market…
S&P 500 extends winning streak to 6 weeks. What drove the stock market gains
Another superb week for stocks is in the books. The S & P 500 and Nasdaq rallied on…
Why software stocks, 2026’s market dogs, have joined the rally
Cybersecurity and enterprise software stocks have been market dogs in 2026, with fears that AI will wipe out…
Anthropic gives our cyber stocks and other big tech names an AI stamp of approval
Project Glasswing. Sounds like something out of a spy movie. But those two words from AI poster-child Anthropic,…
CrowdStrike makes case on AI with an excellent quarter — where we stand
CrowdStrike delivered robust quarterly results on Tuesday, exceeding expectations across all key measures. Still, the market was wavering…
Software SaaSpocalypse? HSBC’s top picks in sector after sell-off
“Software is already eating AI” and will continue to do so, according to HSBC, with the bank shrugging…
Unstable tariff situation and new AI disruption spark market sell-off
Futures-options traders work on the floor at the New York Stock Exchange’s NYSE American (AMEX) in New York…
Asia markets trade mixed after Trump revives tariff threat and AI fears hit tech
A Cruise Ship next to Hong Kong Skyline on March 21, 2023 in Hong Kong, China. (Photo by…