State Street’s 2026 Global ETF Outlook flags a resilience pivot that reaches beyond traditional defensive assets. On page 13, the firm writes that “Early 2026 indications suggest we may be in for a year with an even greater focus on resiliency themes such as energy, defense, cyber and commodities.” Cyber is the only software-heavy theme ... Cyber Joins 4 Resilience Themes for 2026. The 3 ETFs Catching the Trade

Datadog (DDOG) has faced intense scrutiny regarding its vulnerability to hyperscaler competition. The bear case is well understood. Major cloud providers like Amazon (AMZN) and Alphabet (GOOGL) are actively bundling native observability tools into their core platforms, threatening to commoditize basic monitoring. At the same time, Datadog relies on a usage-based pricing model, which has prompted aggressive customer cost optimization and seat compression in a tighter macroeconomic environment. Th

CrowdStrike (CRWD) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

If you are wondering whether CrowdStrike Holdings at around US$468 a share is priced for perfection or still has room to run, the next step is to break that intuition into clear valuation checks. The stock has returned 3.5% over the past week, 17.4% over the last 30 days, 3.2% year to date and 10.8% over the past year, which gives useful context before you weigh what the current price might imply. Recent headlines have focused on CrowdStrike's role in cybersecurity and its position within...

Cybersecurity is yet another industry being transformed by artificial intelligence.

Fortinet stock (FTNT) surged to $104 in extended trading following its first quarter 2026 earnings report on May 6, 2026. This "beat and raise" performance saw revenue hit $1.85 billion, representing 20.1% year-over-year growth and surpassing analyst estimates of $1.77 billion. While the market frequently rewards top-line growth, the underlying shift toward AI-driven security suggests a fundamental change in Fortinet's trajectory.

CrowdStrike Holdings (CRWD) closed at $467.67 in the latest trading session, marking a -1.86% move from the prior day.

CrowdStrike recently launched Falcon OverWatch for Defender, extending its managed threat hunting to Microsoft Defender customers, while also deepening AI integrations and expanding its Project QuiltWorks coalition to address emerging AI-driven vulnerabilities across enterprise environments. By pairing adversary-intelligence-driven hunting, frontier AI models like Claude Opus 4.7, and new offensive-testing partners such as Armadin, CrowdStrike is positioning its Falcon platform as a central...

One of Wall Street’s top firms just put its stamp of approval on cybersecurity leader Palo Alto Networks (NASDAQ:PANW). On May 6, 2026, BTIG raised its PANW stock price target to $216 from $200 and reiterated a Buy rating, citing a fresh round of channel checks with partners and customer contacts that came back “constructive ... BTIG Just Got Bullish on Palo Alto Networks: Price Target Climbs to $216 on Improving Channel Checks

CrowdStrike introduced a new mobile app designed to streamline partner deal registration, rewards, and sales engagement as the cybersecurity company looks to deepen ecosystem-driven growth. Key Investor TakeawaysCrowdStrike Holdings Inc.