News
Is It Time To Go Bottom Fishing in AI Software? These Names Look Like the Smart Place To Start
6+ day, 6+ hour ago (709+ words) The Stocks: Cadence Design Systems (CDNS) provides electronic design automation tools increasingly made more effective by AI agents in the semiconductor flywheel; Palo Alto Networks (PANW) has already pivoted to AI-powered cybersecurity to counter emerging AI-driven threats. Software companies with…...
Cloudflare Just Hit the AI-First Reset Button: Susquehanna Hikes Price Target to $200
2+ week, 3+ hour ago (660+ words) Cloudflare's rich valuation and execution risk on the 1, 100-person headcount cut mean investors should monitor Q2 results for margin expansion proof before committing more capital. Susquehanna analyst Shyam Patil raised his price target on Cloudflare (NYSE: NET | NET Price Prediction) to…...
Why Cybersecurity Stocks Look Built for the Next Big Spending Cycle
1+ mon, 1+ week ago (554+ words) Crowd Strike (CRWD), Palo Alto Networks (PANW) are positioned to benefit from enterprise cybersecurity spending as AI threats escalate; both CRWD and PANW are equipped with AI capabilities to compete in the emerging AI-driven cyber warfare landscape. Even JPMorgan (NYSE:…...
Cloudflare Named a Top Q1 Pick by Mizuho Despite Price Target Cut: Is Now the Time to Buy?
1+ mon, 1+ week ago (781+ words) Cloudflare (NET) received a top-pick designation from Mizuho despite a price target cut to $235 from $255, with the analyst maintaining an Outperform rating and signaling confidence in the company's underlying business momentum and positioning in AI infrastructure. Cloudflare's placement among Mizuho's…...
Why the Wisdom Tree Cybersecurity Fund Will Soar in the Agentic AI Era
2+ mon, 1+ day ago (561+ words) The fund's underperformance reflects a structural mismatch between its index methodology, which overweights Fastly relative to pure-play AI security platforms like Crowd Strike and Palo Alto, while elevated VIX levels near the 93rd percentile and rate uncertainty compress the forward P…...
The "Saa S-Pocalypse" Continues: Cloudflare, Service Now, Crowd Strike Under Fire as Anthropic Rewrites the Rules
1+ mon, 2+ week ago (769+ words) Cloudflare (NET) crashed 12% as Anthropic's Claude Code Security sparked "Saa S-pocalypse" fears Service Now (NOW) stock dropped 8% as the company's workflow automation faces direct AI agent displacement threat. Crowd Strike (CRWD) shares declined 5% even as the bulls argue that AI…...
The Real Reason Cloudflare Is Down 11% Today Has Nothing to Do With Insider Selling
1+ mon, 2+ week ago (705+ words) Cloudflare (NET) reported Q4 2025 revenue of $614. 51 M, up 33. 6% year over year, with full-year 2026 guidance of $2, 785$2, 795 M, while CEO Matthew Prince maintains 7. 7% beneficial ownership through pre-scheduled insider selling unrelated to company fundamentals. Anthropic's launch of Claude Managed Agents positions the AI company…...
Arm's First Chip Just Dropped'and It Could Reshape the Entire Market
1+ mon, 4+ week ago (736+ words) Arm Holdings (ARM) shares surged 16% after unveiling its first custom AGI CPU designed specifically for agentic AI workloads, with the chip featuring efficiency gains, novel thermal design, and a focus on agent-based AI rather than traditional large language models. Arm's…...
The Stock Is Up 11% This Week and Reddit Is Bullish but the Math Is Uncomfortable
2+ mon, 2+ week ago (354+ words) Cloudflare (NET) surged 12% after hours to $201. 48 on Q4 revenue of $614. 5 M (up 33. 6% Yo Y), free cash flow doubled to $99. 4 M, and new ACV growth of nearly 50% Yo Y, but trades at 169x forward P/E. Cloudflare is positioning itself as essential infrastructure for the…...
Surviving the Saa S-pocalypse: JPMorgan's 3 Top Cyber Stocks Ready to Surge
3+ mon, 2+ week ago (859+ words) JPMorgan identified Crowd Strike (CRWD), Palo Alto Networks (PANW) and Zscaler (ZS) as long-term winners amid AI-driven cyber threats. Palo Alto Networks reported 16% revenue growth to $2. 47 B in fiscal Q1. Operating margins exceeded 30% for two consecutive quarters. Crowd Strike's Falcon Flex…...