CrowdStrike and Palo Alto Networks are leading software stocks toward a never-before-seen feat
The software sector is on pace to outperform the chip sector by a historic degree in the face of escalating AI fears.

Glideslope AI-powered market news
No market stories in the last 7 days. The latest coverage is below.
No scored stories in the last 7 days.
| Day | Mood | Stories |
|---|---|---|
| Sat, Oct 10 | — | 0 |
| Fri, Oct 9 | — | 0 |
| Thu, Oct 8 | — | 0 |
| Wed, Oct 7 | — | 0 |
| Tue, Oct 6 | — | 0 |
| Mon, Oct 5 | — | 0 |
| Sun, Oct 4 | — | 0 |
| Sat, Oct 3 | — | 0 |
The software sector is on pace to outperform the chip sector by a historic degree in the face of escalating AI fears.
The acquisition also leaves Sequoia-backed Serval as the de-facto startup leader in AI IT service automation, industry watchers believe.

Enterprise cyber threats and AI adoption are giving Palo Alto Networks 'durable tailwinds,' according to CEO Nikesh Arora
The company's shares have roughly doubled over the past three months, as investors have warmed to the idea that AI is increasing the need for cybersecurity pro…
Palo Alto Networks CEO Nikesh Arora said high token costs could prevent businesses from adopting artificial intelligence at scale.

Caterpillar, Palo Alto Networks and Toyota headline Zacks' top analyst reports, highlighting growth drivers, opportunities and key risks shaping outlooks.
Palo Alto Networks CEO: We're in 'a Darwinian moment' where employees have to prove their AI skills
Like Palo Alto Networks before it, CrowdStrike beats financial expectations but sees its stock get punished
Analysts attribute the stock drop to profit-taking, the timing of AI contributions and changes to reporting conventions.
These are the stocks posting the largest moves premarket.

The "latest advancements at the AI frontier have increased the level of urgency around cybersecurity," Palo Alto Networks' CEO said.
The beat comes on lowered expectations, after the company gave disappointing guidance in February that fell short of analyst estimates.

Earnings from CrowdStrike, Palo Alto Networks and Broadcom. Plus, jobs data, Computex and progress on spin-offs.

Palo Alto Networks CEO says AI won't mean fewer engineers: 'I need more'
An analyst notes that investors have become more "discerning" as they look to separate AI losers from winners.
During Operation Lunar Peek in November 2024, attackers gained unauthenticated remote admin access - and eventual root - across more than 13,000 exposed Palo A…

A new coalition announced by Anthropic suggests that the AI company is looking to partner with traditional cybersecurity vendors - not compete against them.
CrowdStrike CEO George Kurtz highlighted in his RSA Conference 2026 keynote that the fastest recorded adversary breakout time has dropped to 27 seconds. The av…

CEO Nikesh Arora put his own money on the line to buy up the beleaguered cybersecurity stock as it got weighed down by concerns about a new Anthropic AI model.
Cato CEO Shlomo Kramer co-founded Israeli cybersecurity firm Check Point Software and was an early investor in Palo Alto Networks.

Recent share performance and business profile Palo Alto Networks (PANW) has been under pressure recently, with the stock showing declines over the past week, m…
Palo Alto Networks announced its largest-ever deal to acquire identity security firm CyberArk, aiming to bring privileged access management into its AI-focused…
The stock is trading down about 25% over the past year.
Lansforsakringar Fondforvaltning AB publ grew its stake in Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) by 1.5% during the 3rd quarter, HoldingsChannel…

Sava Infond d.o.o. increased its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) by 8.1% during the 3rd quarter, Holdings Channel.com reports.…

Palo Alto Networks (NASDAQ:PANW - Free Report) had its target price cut by Susquehanna from $230.00 to $200.00 in a research report report published on Wednesd…

Some analysts encourage investors to look past a muddy outlook and focus on the company's recent momentum and AI opportunity.
Morning Brief host Julie Hyman takes a look at some of Wednesday morning's trending tickers and stories. Moderna (MRNA) stock is surging on the US Food and Dru…
Major U.S. benchmarks finished Tuesday higher, as the Dow Jones Industrial Average edged up 0.07% to 49,533.19, the S&P 500 advanced 0.1% to 6,843.22 and the N…

The cybersecurity company says it's poised to benefit as AI creates "new classes of risks."
Unlock the AI Macro Analyst to drill down into the data, explore hidden risks, and query the entire market briefing in real-time.
LOG IN / SUBSCRIBE