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

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

Chip-gear giant ASML rose with the Nasdaq and AI stocks at key levels. Oil prices topped $80 a barrel on new U.S. attacks vs. Iran.

The Nasdaq and AI stocks rallied, but still face key resistance. Goldman and CrowdStrike make big bullish moves.

A number of stocks jumped in the afternoon session after U.S. and international security agencies issued a joint warning about Russian state-sponsored cyber threats targeting critical infrastructure.

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.

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.

In the seven years since it went public, CrowdStrike has delivered remarkable returns. SentinelOne aims to do the same.

Cisco Systems is rumored to be a leading candidate to acquire AI-focused cybersecurity company SentinelOne, which holds FedRAMP High authorization. The potential deal is described as a way for Cisco to strengthen its security portfolio at a time when its own security revenue was reported as flat. Separately, Cisco is expanding its data center footprint in Italy and Bahrain, in line with trends in AI, machine learning, big data, and IoT infrastructure. Cisco Systems, NasdaqGS:CSCO, is...

A number of stocks jumped in the afternoon session after investors appeared to rotate into oversold enterprise software names amid profit taking in chip stocks.

SentinelOne has quietly built a cybersecurity platform that four of the world's most powerful tech companies would each benefit from owning, but for very different reasons. Only one of them makes a clean strategic case without antitrust landmines or cultural resistance getting in the way.