After a strong recent rally in the stock, some traders argued that Fastly's numbers did not meet loftier expectations.
Palo Alto CEO Calls AI-Led Software Selloff ‘Paranoid' — Sees Big Buying Window In Cybersecurity And Infra Stocks
The market’s “paranoid” and indiscriminate reaction to AI developments – driving a broad SaaS selloff – is likely to persist, Arora said
Cisco Reportedly Mulls Buying Israeli Cybersecurity Startup For At Least $250M As Concern Over AI Agents Mount
According to a report from The Information, Cisco is currently in talks to acquire Astrix Security, which primarily sells software geared toward monitoring and securing AI agents.
CrowdStrike, Palo Alto Stocks Surge — Anthropic’s Latest AI Rollout Turns Into Tailwind For Once
Anthropic has partnered with the cybersecurity firms and others to test a new AI model “to help secure the world’s most critical software.”
FSLY Stock Hits 52-Week High, Soaring Past Street Estimates — Retail Flags Caution Over Insider Sales
Fastly shares reached $26.45 on Wednesday, well above analysts’ 12-month average target of $13.71, according to data from Koyfin.
Beyond Defense: Why Are Cyber ETFs the Hottest War Trade Right Now?
Cyber ETFs like CIBR are gaining traction as the Middle East war fuels demand for digital defense, lifting cybersecurity stocks.
Are Tech ETFs New Safe Haven Amid Iran War?
Iran war volatility lifts oil and rattles stocks. But tech ETFs, powered by AI, cloud and cybersecurity demand, are emerging as surprising defensive plays.