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Netskope posted strong Q2 results, with ARR surging 27% to $899 million and raised full-year guidance fueled by AI security demand. However, free cash flow remained negative at $29.8 million, roughly…
AI security startup HiddenLayer secured $100 million in Series B funding backed by Microsoft's M12 and Morgan Stanley. Driven by surging enterprise demand to protect AI models and agents, the company…
Okta reported strong Q2 earnings, beating revenue expectations and raising its outlook, driven by the increasing need to secure autonomous AI agents. Wall Street reacted positively to this growth in …
IBM's Q2 results missed estimates due to AI spending shifts, but its cybersecurity, quantum, and Nvidia-Together AI partnership signal long-term growth potential, with an attractive valuation for val…
TCW's Q2 2026 letter highlights AI-driven market strength, with S&P 500 hitting record highs. Palo Alto Networks led fund gains on strong AI-fueled cybersecurity growth and raised guidance, though PA…
SentinelOne deepens AWS Bedrock integration for AI security governance as revenue grows 21% YoY and losses narrow, though GAAP profitability remains elusive and insiders recently sold shares near hig…
Benchmark expects cybersecurity and infrastructure stocks like Microsoft to benefit long-term from the AI super cycle, viewing them as well-positioned to support AI development and complex tech stack…
Alphabet completed its $32 billion acquisition of cybersecurity firm Wiz to strengthen its cloud security amid rising AI and cloud adoption, aiming to enhance enterprise safety and compete with Amazo…
Wedbush Securities rates Apple and Microsoft as defensive top picks amid geopolitical uncertainty, emphasizing Microsoft's cloud and AI strength and Apple's solid device lineup and cash flow.
Alphabet's $32 billion acquisition of cybersecurity firm Wiz signals strong AI-driven growth potential. Despite global economic risks, continued AI investment and supportive stimulus provide a mostly…