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.

Zscaler (ZS) concluded the recent trading session at $148.19, signifying a -2.56% move from its prior day's close.

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

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.

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.

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.

In a Stocktwits poll that sought to gauge which names would post the best performance over the next 12 months, nearly half the users polled picked CrowdStrike as the clear winner.

Shares of digital advertising platform The Trade Desk (NASDAQ:TTD) fell 3.6% in the afternoon session after IBM issued a second-quarter earnings warning, suggesting that enterprise customers may be slashing software budgets to fund hardware purchases.

A number of stocks fell in the afternoon session after IBM issued a second-quarter earnings warning, suggesting that enterprise customers may be slashing software budgets to fund hardware purchases.

Shares of Zscaler (ZS) moved sharply higher after U.S. and international security agencies issued a joint warning about Russian state sponsored cyber threats against critical infrastructure, which put the cloud security stock back in focus for investors. See our latest analysis for Zscaler. The latest jump in Zscaler’s share price fits into a mixed recent pattern, with a 1-month share price return of 9.5% and a 3-month share price return of 15.6%. This is set against a year to date share...

A number of stocks fell in the afternoon session after IBM issued a second-quarter earnings warning, suggesting that enterprise customers may be slashing software budgets to fund hardware purchases.

A number of stocks fell in the afternoon session after IBM issued a second-quarter earnings warning, suggesting that enterprise customers may be slashing software budgets to fund hardware purchases.

FEATURE The and the tech-heavy were up Tuesday, led by the resurgent artificial-intelligence trade, as investors responded to cooler-than-expected U.S. inflation data for June, a slew of bank earnings reports, and a profit warning from IBM.

Shares of cloud security platform Zscaler (NASDAQ:ZS) jumped 8.8% in the morning session after U.S. and international security agencies issued a joint warning about Russian state-sponsored cyber threats targeting critical infrastructure.

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.

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

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.

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

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

Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.

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...