Hardware Stocks Fall as Software Rises, With Cybersecurity Getting the Extra Lift
CrowdStrike hits a record as investors rotate out of AI chips and into software. Cyber names lead on AI-safety fears.
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Okta Beats Wall Street Expectations, Raises Full-Year Outlook Amid Rising Demand for AI Agent Identity
Okta reports strong Q2 revenue, earnings and backlog growth while raising full-year outlook, positioning itself as the identity layer for enterprise AI agents.
Palo Alto Networks’ $25 Billion Shopping Spree: The Deals It Sealed—and the Ones That Got Away
Nikesh Arora held talks to buy Okta and Datadog that fell through on price and interest.
Okta Soars on Massive Q1 Earnings Beat as AI Agents Fuel Record Demand
Okta’s new AI security tools are off to a strong start. The company beat profit forecasts and raised its outlook. Its all-in-one platform gives it an edge, helping it win more customers as demand grows for protecting AI systems.
Cybersecurity Stocks Drop After Anthropic AI Leak
Cybersecurity stocks including CrowdStrike, Palo Alto Networks, Cloudflare, Zscaler, and Okta are falling after Anthropic accidentally leaked details of its new powerful AI model with strong cyber capabilities.
Claude Code Security Hits the Market — And Sends Cyber Stocks Tumbling
Cybersecurity stocks such as CrowdStrike and Cloudflare fell sharply after Anthropic launched Claude Code Security—an AI feature that scans code for vulnerabilities—raising concerns that AI could disrupt demand for traditional security software.