9/22/2025

Netskope debuted strongly with a $19 IPO price, closing the week at $24.70 and a $9.44B valuation. Read why I recommend a Buy rating on NTST stock.

Source: SeekingAlpha

9/21/2025

Palo Alto Networks, Inc. ( NASDAQ:PANW ) led the NASDAQGS gainers with a relatively large price hike in the past couple...

Source: Yahoo

9/21/2025

Netskope has surged post-IPO on strong cloud security growth, but high valuation and ongoing losses raise concerns. Read why NTSK stock is a hold.

Source: SeekingAlpha

9/19/2025

Nvidia (NVDA) announced a $5 billion stake in Intel (INTC) alongside a joint partnership in developing artificial intelligence (AI) chips. This happened while the US and the UK agreed to a $42 billion tech agreement — the Tech Prosperity Deal — during President Trump's visit to the UK, accompanied by Nvidia CEO Jensen Huang. International Business Machines (IBM) Vice Chair Gary Cohn sits down with Opening Bid host Brian Sozzi to weigh in on Big Tech's heavy investments and CapEx spending into AI and data center infrastructure. Catch Yahoo Finance's full interview with Gary Cohn by clicking here. Cohn also served as the director of the National Economic Council (NEC) under the first Trump administration, from 2017 to 2018. To watch more expert insights and analysis on the latest market action, check out more Opening Bid.

Source: Yahoo

9/19/2025

Venture capitalist Deedy Das found himself in Japan in August with two commitments pulling him in different directions: a marriage proposal and a fast-moving startup deal. While celebrating with his girlfriend at temples and hot springs, a founder he had been in contact with for eight months texted to say he was raising capital, Business Insider reported. Das coordinated with colleagues from the trip and secured a handshake agreement the day after returning to California, a move that reflected t

Source: Yahoo

9/18/2025

In the second initial public offering for cybersecurity stocks in 2025, Netskope stock jumped on the first day of trading.

Source: Yahoo

9/18/2025

GRRR surges 13% after sealing a $1.4B deal with Freyr to build and run AI data centers across Southeast Asia.

Source: Yahoo

9/18/2025

Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, today announced the launch of its latest advertising campaign, developed using a transformative, AI-powered process. The new approach allowed the company to move from concept to final production in a fraction of the time and cost of traditional methods, fully embracing the new age of advertising that is faster, more intelligent, and significantly more cost-effective.

Source: Yahoo

9/18/2025

Palo Alto Networks, Inc. (NASDAQ:PANW) is one of the AI Stocks You Should Not Ignore. On September 15, Wedbush added the stock to its “Best Ideas List” and stated that it’s bullish on the cybersecurity company for the rest of 2025 and into 2026. “We are adding Palo Alto Networks (PANW) to the Wedbush Best Ideas’ […]

Source: Yahoo

9/17/2025

Palo Alto (PANW) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Source: Yahoo

9/17/2025

CrowdStrike stock has gained 30% in 2025 but has been retreating since early July. The cybersecurity firm hosts an investor day on Wednesday.

Source: Yahoo

9/17/2025

JERUSALEM (Reuters) -Glilot Capital, one of Israel's largest venture capital funds, said on Wednesday it had raised $500 million for two new early-stage funds to invest in fast-growing Israeli AI and cybersecurity startups. Glilot said the money was raised mainly from international investors, including pension funds and other financial institutions in the U.S. and Europe, suggesting little adverse impact from the widespread criticism of Israel over its actions in Gaza. The cash will go to two new Glilot funds - a seed fund, its fifth, and another that invests in early-stage companies called Glilot Plus.

Source: Yahoo

9/17/2025

If you’ve been following Palo Alto Networks (PANW) lately, you know the buzz isn’t just about incremental upgrades or routine product news. The company’s recent launch of Prisma SASE 4.0, a next-generation AI-driven security platform, alongside its $25 billion CyberArk acquisition, signaled a double-down on dominating enterprise cybersecurity. There’s a clear ambition at play, with management publicly targeting $15 billion in ARR within the next five years, and the market is taking notice as...

Source: Yahoo

9/17/2025

Fortinet remains a compelling long-term buy despite recent stock weakness and cyclical firewall refresh headwinds. Click here to read my analysis of FTNT stock.

Source: SeekingAlpha

9/16/2025

Early Tuesday, Netskope raised its marketing range to seek as much as $908.2 million, not a surprise given the similar progression of many software IPOs in the recent past, and a move that points to a robust outcome when the offering prices as scheduled late Wednesday. The deal is about 20 times oversubscribed, Bloomberg News reported earlier Tuesday. With analysts predicting that spending on cybersecurity will outpace that of enterprise software as a whole, investors are set to seize on Netskope’s outsize growth.

Source: Yahoo

9/16/2025

Palo Alto Networks' stock has risen over 14% since the Aug. 14 release of its fiscal Q4 earnings. But it could still have further to go, as analysts have raised their targets. Moreover, shorting out-of-the-money puts works here.

Source: Yahoo

9/16/2025

In the second IPO for cybersecurity stocks in 2025, Netskope raised its proposed price range to 17 to 19. Netskope stock will trade on the Nasdaq.

Source: Yahoo

9/16/2025

After a Q2 revenue beat, Okta CEO Todd McKinnon says companies focus too much on short-term numbers, but investors still want the details.

Source: Yahoo

9/16/2025

Shares of identity security company Okta (OKTA) are up by over 14% in 2025 as cybersecurity becomes an invaluable asset for AI products. Okta faces tough competition from Palo Alto Networks (PANW) and CrowdStrike (CRWD). Okta CEO Todd McKinnon sits down with Opening Bid anchor Brian Sozzi to discuss the importance of integrating cybersecurity barriers and identity networks into AI, commenting on what the future of cyber attacks could look like. To watch more expert insights and analysis on the latest market action, check out more Opening Bid.

Source: Yahoo

9/16/2025

Palo Alto Networks gains momentum with platformization, landing mega-deals as NGS ARR climbs toward its $15B target.

Source: Yahoo