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As semiconductors and AI trade leaders sell off, cybersecurity stocks like CrowdStrike, Fortinet, and Palo Alto Networks hold near highs, hinting at a market rotation.

The networking giant is on a tear, powered by a genuine business surge, but for investors arriving now, the critical question is what the ticket costs.

Earlier this week, TD SYNNEX announced it had been named one of Fortinet’s approved global distributors, while Fortinet also unveiled upcoming FortiEndpoint enhancements that add AI governance, native data loss prevention, and FortiAI-assisted operations, expected to be available in the third quarter of 2026. Together, the broadened TD SYNNEX channel role and AI-focused FortiEndpoint upgrades highlight how Fortinet is pairing distribution scale with richer AI security capabilities to support...

Investing.com -- President Donald Trump said China illicitly acquired 220 million US voter files beginning during the 2020 election cycle, calling the alleged breach an “unprecedented election security nightmare” in a Truth Social post on Friday.

Jim Cramer says AI shocks like DeepSeek are not a one-time event but a permanent feature of the market, and the cybersecurity stocks positioned to profit from every future wave are already moving fast enough to leave most investors behind.

The S&P 500 Index ($SPX ) (SPY ) today is down -1.06%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.12%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -2.23%. September E-mini S&P futures (ESU26 ) are down -0.95%, and September E-mini Nasdaq futures...

A critical chip design stock has fallen back to a floor it has defended six times before, forcing investors to decide if history is a guide or a trap.

Management laid out a bigger vision for the business, and investors have more than agreed. The question now is how much of that future is already in the price.

Fortinet will release its second-quarter earnings later this month, and analysts anticipate a double-digit bottom-line growth.

While many investors focus on a slowdown in one business segment, they may be overlooking the remarkable growth occurring in another.

The stock's recent pop is grabbing attention, but its real value lies in how it moves differently from the market you already own.

The cybersecurity leader's double-digit jump wasn't about a new product or a big contract, but something much bigger.

Fortinet (FTNT) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

The company is a clear leader in an industry supercharged by new AI threats, but buying its stock today means paying a steep premium on the bet it can execute a complex and ambitious growth plan.

FTNT, OKTA and S are benefiting from rising cybersecurity demand as AI infrastructure spending and global cyber threat concerns reshape enterprise priorities.

Both companies are riding the AI infrastructure boom, but Microsoft offers that exposure with faster growth and a cheaper valuation, forcing a hard look at what Fortinet's premium price is buying you from here.

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

IBM's dismal preliminary results put a company-specific face on a larger change: Software and chip stocks are no longer moving in anything close to lockstep.

Fortinet (NasdaqGS:FTNT) has expanded its FortiEndpoint platform with new AI visibility, data protection, and AI-assisted operations features. The update introduces tools to monitor AI usage, apply governance policies, and protect data within AI interactions across enterprise endpoints. Fortinet is also adding natural language driven capabilities to support security operations teams in threat hunting and endpoint protection workflows. Fortinet is known for its broad cybersecurity portfolio,...

The networking giant is showing independent strength, but understanding how it swings with the market is the key to owning it.

Fortinet stock has delivered a strong 216.2% return over the past 5 years, yet both its Discounted Cash Flow (DCF) intrinsic value estimate and market multiples currently point to the shares trading at a premium. With recent sector enthusiasm around AI-driven security and SASE on one side, and valuation concerns on the other, investors are weighing how much optimism is already in the price. A 216.2% gain over 5 years shows Fortinet has been a rewarding stock for long term holders, which can...

A critical piece of the AI supply chain has fallen back to a price floor it has defended nine times before, forcing investors to ask if the tenth test will be the one that breaks.

For the same AI-driven software demand, Microsoft offers faster growth and a lower valuation, making it the cleaner bet despite Fortinet’s powerful momentum.

A bad day for International Business Machines has turned into great day for CrowdStrike Holdings and other cybersecurity companies. The reason why seems to be a short reference about cybersecurity in a letter to shareholders from IBM CEO Arvind Krishna. Krishna discussed how IBM clients in June shifted quarterly capital spending toward servers, storage, and memory purchases ahead of expected price increases.

Cooler inflation data sent cybersecurity stocks surging Tuesday, but the real question is whether today's spike reflects genuine conviction or a rate-cut sugar rush that evaporates the moment sentiment shifts.

CrowdStrike and other cybersecurity-related stocks surged as IBM warned of a spending shift among enterprise customers.

A bad day for International Business Machines has turned into great day for CrowdStrike Holdings and other cybersecurity companies. The reason why seems to be a short reference about cybersecurity in a letter to shareholders from IBM CEO Arvind Krishna. Krishna discussed how IBM clients in June shifted quarterly capital spending toward servers, storage, and memory purchases ahead of expected price increases.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.30%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.60%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.97%. September E-mini S&P futures (ESU26 ) are up +0.28%, and September E-mini Nasdaq futures...

FEATURE The artificial-intelligence trade appeared to be reignited Tuesday as investors digested a slew of bank earnings reports ahead of the consumer-price index inflation report for June. International Business Machines sank 23% after the company’s preliminary second-quarter adjusted earnings and revenue missed analysts’ targets.

Management is signaling its strongest demand ever, yet the stock's reaction suggests investors are waiting for the other shoe to drop.