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IBM's warning pointed to stronger demand for servers, storage and cybersecurity.

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.

While the company's AI spending commands attention, the real story is how the technology is already accelerating the core business that funds it all.

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...

Zscaler's growing Zero Trust adoption and lower valuation give it an edge over Palo Alto Networks, which faces rising integration costs.

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.

Lumen Technologies (LUMN) drew fresh attention after launching Lumen Defender Advanced Managed Detection and Response for Palo Alto Networks Cortex XSIAM, combining its Black Lotus Labs threat intelligence with Palo Alto’s AI-driven security operations platform. See our latest analysis for Lumen Technologies. The Lumen Defender AMDR launch lands at a time when Lumen Technologies’ short term share price return has come under pressure, with the stock down 24.03% over 30 days and 17.31% over 90...

You might think you know this networking giant, but a new business in AI infrastructure is quietly forging its next era of growth.

The latest trading day saw Palo Alto Networks (PANW) settling at $330.3, representing a +1.35% change from its previous close.

Lumen Technologies recently announced Lumen Defender Advanced Managed Detection and Response (AMDR) for Palo Alto Networks Cortex XSIAM, combining its managed detection and response capabilities and Black Lotus Labs network-embedded threat intelligence with Palo Alto Networks’ AI-driven SOC platform to help enterprises modernize security operations and respond more effectively to complex threats. A key differentiator is the use of network-level threat intelligence from Black Lotus Labs,...

Watch Video Highlights Below, or Click HERE: Tech Edge hosted a fireside chat on at Pax8 Beyond 2026 in Salt Lake City with Oguo Atuanya, Corporate Vice President of Vendor Experience at Pax8, and Daniel Danielli, Vice President of Global Scale Partnerships at CrowdStrike Holdings, Inc. (Nasdaq: CRWD). The in-person interview was joined by Editor-in-Chief John Jannarone and […] The post The New Cyber Front Line: Pax8 Corporate VP Oguo Atuanya, CrowdStrike VP Daniel Danielli, Live from Pax8 Beyon

BB's lower valuation, QNX growth and cybersecurity momentum offer a more compelling risk-reward profile than PANW today.

Your diversified ETFs may have quietly made a concentrated bet on this single cybersecurity stock for you.

Palo Alto (PANW) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Editor’s Note: This story has been updated to correct details related to Intel (INTC). When it comes to tracking the trading activity of members of Congress, former Speaker of the House Nancy Pelosi (D-Calif.) has been among the most followed....

The ARK Innovation ETF (NYSEARCA:ARKK) remains one of the most recognizable thematic funds on the market, marketed as a bet on disruptive innovation across AI, genomics, fintech, and autonomous technology. Investors hold ARKK for concentrated exposure to unprofitable, high-growth names that a market-cap index would underweight, and Cathie Wood’s active management is a large part ... Skip ARKK’s Moonshots: This Fund Owns the AI Software Winners for 0.45%

Long-term tailwinds are going to propel Palo Alto Networks' business, but the stock's valuation has run a bit high.

Palo Alto Networks stock has delivered very strong returns over the past few years, yet recent valuation checks suggest the shares are no longer an obvious bargain, with intrinsic value estimates and market multiples sending a mixed message about how much upside is left from here. Investors who held Palo Alto Networks for the past 5 years have seen the stock rise about 4x, which sets a high bar for future returns at the current price. Expectations around AI driven cybersecurity growth can...

In recent days, Palo Alto Networks has highlighted expanded AI-driven cybersecurity initiatives, including new collaborations with IBM, Red Hat and Tenzai, along with the launch of its Idira identity security platform and continued growth in platformized customers. CEO Nikesh Arora’s public push for sharply lower AI token costs underscores both the economic hurdles to enterprise-scale AI adoption and Palo Alto Networks’ ambition to sit at the center of AI-powered security. We’ll now consider...

Analysts also weigh in on Equifax, Constellation Brands, Palo Alto Networks, and Midera Food Processing.

The S&P 500 Index ($SPX ) (SPY ) on Friday closed up +0.42%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.29%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.33%. September E-mini S&P futures (ESU26 ) rose +0.43%, and September E-mini Nasdaq futures...

PANW is expanding its platformization strategy through customer adoption and acquisitions, supporting long-term recurring revenue growth.

Nikesh Arora called a 54% efficiency gain from OpenAI's latest model "a good start" but said costs must keep falling over the next two years

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.

The stock's double-digit jump had nothing to do with its current numbers and everything to do with two letters: AI.

Electricity is emerging as the critical strategic resource of the AI era, creating a global competition among governments, hyperscalers, and infrastructure owners for scarce AI-grade power capacity.

The United States carried out a second consecutive day of new military operations against Iran.

Palo Alto Networks Chief Executive Officer Nikesh Arora stated that the cost of running artificial intelligence must decline dramatically before corporations can fully integrate and scale.

Shares of Palo Alto Networks (NASDAQ:PANW) are climbing again Thursday, up 5% in midday trading to $337 as the broader cybersecurity sector rebounds. The move caps a powerful rally that has Palo Alto Networks stock up 28% over the past month, making it the standout of the group. The rally extends across the sector. CrowdStrike ... Palo Alto Just Soared 28% in a Month. Should Investors Take Profits and Rotate Into CrowdStrike or Fortinet?