Cybersecurity news

iShares A.I. Innovation and Tech Active ETF (BAI) Adds MPWR and NET on Monday

The fund bought $61.6 million of Monolithic Power Systems and $57.7 million of Cloudflare, with net buying of $161.4 million against $552.0 million in gross trading.

Buy, Sell, or Hold? Tuesday’s Top Upgrades and Downgrades: Cloudflare, Deckers Outdoors, DraftKings, MongoDB, Nike, Oneok, Philip Morris International, Riot Platforms, Wix.com, and More

A two-day rally built partly on short covering faces its first real test when October inflation data lands at 8:30 ET. Meanwhile, analysts flipped hard on Wix and DraftKings, while a surprise double upgrade lifted a bitcoin miner's target.

Zscaler Sinks 11% in a Week as Security Stocks Slide. Dan Ives Sees Budgets “Potentially Double”

Key TakeawaysZscaler fell 11% in the past week with no news of its own, as a selloff that began at Fortinet hit security stocks. Cloudflare just posted strong results, and tech analyst Dan Ives says security budgets could double.

Why Cloudflare Stock Opened 17% Higher Today

The web infrastructure giant crushed third-quarter earnings estimates as it begins monetizing the incoming wave of autonomous AI agents.

Stocks making the biggest moves premarket: Moderna, Airbnb, Cloudflare, Affirm & more

These are some of the stocks posting the largest moves premarket.

iShares Expanded Tech-Software (IGV) Adds Oracle, Trims Microsoft on Nov. 4

The $12.41 billion fund bought $105.8 million of Oracle while selling $10.0 million of Microsoft and $9.2 million of Palo Alto Networks.

Cloudflare’s stock mounts a big comeback after fastest sales surge in nearly 4 years

Demand for automated AI protection is on the rise — and manifesting in Cloudflare’s earnings results.

Why CrowdStrike and cybersecurity stocks got crunched in Thursday’s rout

Highflying cybersecurity names take a beating from broader market concerns as well as ‘Black October’ infrastructure hacks and news about AI disruptors.

ProShares Ultra S&P500 2x Shares (SSO) Buys $2.7 Million More OKTA on Nov. 3

The fund sold $278.5 million more than it bought, cutting 499 positions while adding one new stake.

What State Street Tech Select SPDR (XLK) Bought: Okta Leads on Nov. 3

The $117.06 billion fund bought $155.0 million of Okta stock while selling $30.6 million of NVIDIA and $29.6 million of Apple.

AI Server Backlog Could Reshape The Dell Stock Story

CrowdStrike recently announced an integrated Falcon security offering for the Dell AI Factory with NVIDIA. At the same time, Dell expanded its own AI-focused cybersecurity, data protection and AI infrastructure services, including…

Buy, Sell, or Hold? Wednesday’s Top Upgrades and Downgrades: Adobe, Apple, Duolingo, Exxon Mobil, Fiserv, Fortinet, Gartner, Lockheed Martin, Skyworks Solutions, Visa and More

Wall Street analysts shifted their stances on some of the market's most closely watched names Wednesday, with surprising cuts hitting stocks many investors still consider safe bets and fresh upgrades landing on names that have struggled…

Okta (OKTA) Has Joined The S&P 500

Okta (NasdaqGS: OKTA) has been added to the S&P 500 index, replacing its previous slot in the S&P 400 mid-cap index. The identity management provider is also joining related S&P 500 sector and industry sub-indices tied to its…

CrowdStrike's new kill switch can stop rogue AI agents in their tracks, CEO says

"Enabling agents to work safely is a massive market opportunity for CrowdStrike," CrowdStrike CEO George Kurtz told CNBC's Jim Cramer.

CrowdStrike launches AI kill switch that it says can stop internal agents that go rogue

CrowdStrike launched an AI kill switch that the company says can stop internal agents, block relaunches and cut enterprise network access.

Jim Cramer likes CrowdStrike's new 'AI kill switch' and the cyber stock

Jim Cramer sees the tool as a significant growth driver for CrowdStrike and a breakthrough for the broader industry.

Buy, Sell, or Hold? Tuesday’s Top Upgrades and Downgrades: AON, Bloom Energy, Chevron, Cloudflare, Marvell Technologies, Lumentum Holdings, Merck & Co., Roku, X-Energy, and More

Tech stocks keep beating estimates and then selling off anyway, Apple just joined the club, and Wall Street analysts are busy reshuffling their ratings on everything from nuclear energy plays to insurance giants. Here is who got…

CrowdStrike and Dell Technologies Announce Integrated AI Security for the Dell AI Factory with NVIDIA

AUSTIN, Texas & ROUND ROCK, Texas & BARCELONA, Spain, November 02, 2026--Fal.Con Europe 2026--CrowdStrike (NASDAQ: CRWD) and Dell Technologies (NYSE: DELL) today announced an integrated security solution for the Dell AI Factory with…

CrowdStrike lands an upgrade, and Jim Cramer's advice on Apple ahead of earnings

The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.

This cybersecurity stock just had a huge pullback. How to buy the dip like a pro

A sharp post-earnings sell-off in Fortinet could create an attractive swing-trading opportunity, with key support levels offering a defined entry point and potential upside of 15% to 20%.

This cybersecurity stock has doubled in 2026, and still has room to run, Deutsche Bank says

CrowdStrike Holdings is likely to gain more ground as it taps a total addressable market that could be far larger than it once seemed, the investment bank said.

Here are Monday's biggest analyst calls: Nvidia, SpaceX, Apple, Rivian, Amazon, CrowdStrike, Broadcom & more

Here are Monday's biggest calls on Wall Street.

Stocks making the biggest moves premarket: CrowdStrike, Rivian, Micron & more

These are the stocks posting the largest moves in early trading.

Why is CrowdStrike stock rallying today?

Okta Shares Rise 2.5% Ahead of S&P 500 Inclusion as Index Fund Demand Builds

Okta (NASDAQ:OKTA) shares advanced 2. 5% in pre-market trading on Monday, supported by expectations of increased institutional demand ahead of the cybersecurity company’s addition to the S&P 500 index.

CRWD, PANW, OKTA Stocks Have Doubled This Year — Here’s What’s Driving The Cybersecurity Rally

According to analysts at IO Fund, the first major driver behind the rally is the growing use of AI in cyberattacks and the expanding attack surface companies now have to defend.

This cybersecurity stock will be the next to join the S&P 500

Okta is slated to join the index on Wednesday, replacing Kenvue.

Dow Jones Futures: Nasdaq Futures Plunge 2% On Amazon, Intel After Google, ServiceNow, Fortinet Dive

Amazon, Intel and Illumina were earnings losers overnight after Google, ServiceNow and Fortinet slammed techs. Much of the market is doing fine.

What Is Behind The Move In Fortinet Stock?

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CrowdStrike (CRWD) Flags 129% Law Firm Attack Jump As AI Security Push Deepens

CrowdStrike Holdings (NasdaqGS:CRWD) released its 2026 Legal Threat Landscape Report, highlighting a 129% surge in cyberattacks on U.S. law firms. The report describes attackers combining digital intrusions with physical tactics to…

Dow Jones Futures: Amazon, Intel Lead Earnings Losers After Google, ServiceNow, Fortinet Hit Nasdaq

Amazon, Intel and Illumina were earnings losers overnight after Google, ServiceNow and Fortinet slammed techs. Much of the market is doing fine.

Wall Street Is Done Giving AI Software a Pass

Fortinet and ServiceNow plunged 22% and 27%, respectively, as investors punished soft guidance and questioned whether AI hype can deliver real growth.

There's a cybersecurity stock on Josh Brown's list that's pulling back. How he's trading it

Last night, security play Fortinet (FTNT) disappointed the Street, and its peer group of stocks is paying for it.

Is the 25% post earnings selloff in Fortinet stock a buy opportunity?

Dow Jones Futures: Microsoft Rises, But Google, ServiceNow, Fortinet Dive On Earnings

After the stock market rose for a third day, Microsoft rose late on strong earnings. But Google, ServiceNow and Fortinet dived.

Fortinet’s stock is taking a dive after earnings. Here’s why.

Cybersecurity stocks are broadly falling as growth slows significantly in one of Fortinet’s business segments.

Dow Jones Futures: Microsoft Rises Late, But Google, ServiceNow And Fortinet Dive On Earnings

After the stock market rose for a third day, Microsoft rose late on strong earnings. But Google, ServiceNow and Fortinet dived.

Why is Fortinet stock plunging today?

Stocks making the biggest moves after hours: Alphabet, Microsoft, Chipotle, ServiceNow, Fortinet & more

Here are some of the companies making headlines in extended trading.

CrowdStrike vs. Fastly: Which Technology Stock Is a Better Buy in 2026?

CrowdStrike has scale, profitability, and a record pipeline heading into its Q3 report. Fastly’s turnaround is gaining traction but the path to consistent profits remains uneven.

Why Burke Wealth Trimmed CrowdStrike Holdings (CRWD) Despite Its Strong AI Security Outlook

Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here. The fund delivered strong results in the third quarter of 2026,…

Is Now The Right Time For Zscaler Stock?

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CrowdStrike CEO's alarming prediction — plus, the sell-off spreads beyond tech

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

Crowdstrike, Micron among market cap stock movers on Friday

Stocks making the biggest moves midday: Chevron, CrowdStrike, American Express, SK Hynix & more

Here are some of the companies making headlines in midday trading.

Why is Palo Alto Networks stock surging today?

Why is CrowdStrike stock surging today?

Perspective Therapeutics, Inc. Announces Interim Phase 1/2a Results for [212Pb]VMT-α-NET

Perspective Therapeutics, Inc. announced new interim results from its ongoing Phase 1/2a clinical trial of [212Pb]VMT-α-NET in patients with unresectable or metastatic somatostatin receptor type 2 (SSTR2) expressing neuroendocrine…

Infragistics to Strengthen Blazor Development with Microsoft

Infragistics Expands Its Open-Source Commitment with Direct Contributions to Blazor and the Broader .NET Community Enterprise UI for Every Blazor App Financial Portfolio - Asset tracking and profit-and-loss analysis with interactive…

Why Is Zscaler Stock Going Up?

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CrowdStrike Stock Has The Bull Case Changed After AI Security Partnership Expansion

CrowdStrike Holdings and NVIDIA expanded their collaboration in October 2026, linking Falcon Guardian with NVIDIA OpenShell and Sentry to connect AI agent activity with security telemetry and enable hardware level policy enforcement.…

CrowdStrike vs. Docusign: Which Technology Stock Is a Better Buy in 2026?

CrowdStrike trades at a 192x forward P/E while Docusign sits at 16.7x, a valuation gap that hinges on growth expectations and execution risk.

Okta (OKTA): Does the AI-Identity Turnaround Make It a Stronger S&P 500 Contestant?

Okta, Inc. (NASDAQ:OKTA) sells identity software, the tools that let employees and customers log in securely across a company’s many apps. At about $33.7 billion, the company has the size required of a candidate. Additionally, with…

Why is Palo Alto Networks stock sliding today?

What Did CrowdStrike Say Before Its Stock Nearly Doubled?

A $10,000 holding in CrowdStrike (CRWD) stock on October 13, 2025 was worth about $19,600 on October 14, 2026. The S&P 500 returned 17.3% over the same dates. During that year, CrowdStrike's revenue grew faster every quarter while the…

Why Fortinet Stock Slumped on Wednesday

There are concerns that OpenAI may be making a move in the cybersecurity industry.