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Cyber picks
Ranked by positive mention count × average VADER sentiment score.
Why is CRWD moving?
▲ Why it may be rising
- CNBC CrowdStrike posts best day ever, Okta's stock pops nearly 29% as rising AI threat lifts earnings AI adoption is pushing customers to spend more on cybersecurity…
- CNBC CrowdStrike jumps 11% on record second quarter as 'Mythos moment' drives AI cyber wave CrowdStrike shares have surged 61% this year to new highs as the threat f…
- Yahoo Finance Jim Cramer Shared What CrowdStrike Holdings, Inc. (NASDAQ:CRWD)’s CEO Told Him About AI “Doomsaying”
▼ Why it may be falling
- CNBC The big lesson from this week's earnings: The AI buildout is not a zero-sum game Salesforce, CrowdStrike, and Nvidia all faced major tests with investors and cr…
- CNBC CrowdStrike's quarter shows AI is a cybersecurity tailwind, not a threat Earlier this year, the bears thought advances in AI models could disintermediate the cy…
- Yahoo Finance CrowdStrike stock is flying — but the valuation math is sending warning signs The Crowdstrike surge is getting to be a bit much.
Why is PANW moving?
▲ Why it may be rising
- CNBC Palo Alto Networks beats quarterly estimates on AI demand, continues acquisition spree Palo Alto Networks' stock has nearly doubled this year as AI boosts deman…
- Yahoo Finance The AI Slowdown Trade Has Some Winners: CrowdStrike and Palo Alto Rally While Chips Fall
- Nasdaq Why CrowdStrike, Palo Alto Networks, SentinelOne, and Other Cybersecurity Stocks Surged This Week Key PointsHeadlines about the risks of advances in artificial…
▼ Why it may be falling
- CNBC We're lifting our price target on Palo Alto Networks as AI-driven cyber demand intensifies The stock's muted reaction in extended trading Tuesday is not a refle…
- Fortune Fortune 500 chief people officers say AI has killed org charts, and employees who will thrive need to ‘unlearn’ At the inaugural Fortune AIQ Summit, executives…
- 247wallst.com A $1,000 Bet on Palo Alto Networks Beat the S&P 500 by More Than 5x Over Ten Years Palo Alto Networks turned a humble firewall appliance into a sprawling AI sec…
Why is DDOG moving?
▲ Why it may be rising
- Yahoo Finance Datadog (DDOG) Gains As Market Dips: What You Should Know In the closing of the recent trading day, Datadog (DDOG) stood at $251.49, denoting a +1.62% move from…
- Yahoo Finance Datadog (DDOG): Positioned to Capture Explosive Agentic AI Growth Glass Lake Wealth Management recently released its third-quarter 2026 investor letter. The let…
- Investing.com Datadog CTO Alexis Le-Quoc sells $14.75m in shares
Why is NET moving?
▲ Why it may be rising
- Yahoo Finance Fastly Tumbles 7% as Investor Day Meets Profit Taking; Cloudflare and Akamai Edge Higher
- fool.com Why Cloudflare Stock Rallied Nearly 14% in September The internet traffic cop continues to benefit from the shift to AI.
- TechCrunch Cloudflare acquires Deno to improve its Workers programming model Cloudflare will use this acquisition to improve its Workers programming model and platform.
Why is FTNT moving?
▲ Why it may be rising
- investors.com Cybersecurity Stock Fortinet Forms Rare Pattern, Flirts With Buy Point
- Nasdaq 1 Millionaire-Maker AI Cybersecurity Stock to Buy and Hold Key PointsFortinet's physical cybersecurity components and its software are vital resources for AI da…
- Yahoo Finance Dow Jones Futures: Microsoft Rises, But Google, ServiceNow, Fortinet Dive On Earnings After the stock market rose for a third day, Microsoft rose late on strong…
▼ Why it may be falling
- 247wallst.com Fortinet Turned $1,000 Into $24,579 in a Decade While the S&P 500 Delivered $3,585 Fortinet built its own chips when rivals wouldn't, kept its founder at the he…
- Yahoo Finance Dow Jones Futures: Amazon, Intel Slam Nasdaq After Google, ServiceNow, Fortinet Dive Amazon, Intel and Illumina were earnings losers overnight after Google, Ser…
- Yahoo Finance Dow Jones Futures Fall, Nasdaq Futures Plunge 2% On Amazon, Intel After Google, ServiceNow, Fortinet Dive Amazon, Intel and Illumina were earnings losers overni…
📰 Data sources Stock prices via Yahoo Finance. News headlines from Reuters, Yahoo Finance, MarketWatch, CNBC, The Wall Street Journal, TechCrunch, Fortune, Business Insider, Investing.com, Nasdaq, CNN Business, and Reddit — each headline links to its original article, with the source publication tagged alongside it.