Every report the desk has filed, searchable by full text, topic, format, symbol and date range.
CrowdStrike, Palo Alto Networks and SentinelOne gained through the week even as chipmakers slipped on fears that AI infrastructure spending is peaking.
CrowdStrike, Palo Alto Networks and SentinelOne rallied this week while AI chip stocks fell, as investors grew more worried about AI-powered cyberthreats and less certain about further chip demand growth.
Stifel, Jefferies and Citizens all reiterated bullish views on the cybersecurity firm's AI-driven growth.
Stifel and Citizens both maintained a $415 price target on Palo Alto Networks, while Jefferies separately reiterated its rating citing AI growth.
The cybersecurity firm topped quarterly forecasts the same day it announced the acquisition.
Palo Alto Networks beat quarterly earnings estimates and simultaneously announced the acquisition of AI platform Console, sending its stock higher.
Semiconductor selloff decouples from rates narrative while cybersecurity leaders CrowdStrike and Palo Alto Networks extend declines, signalling broad de-risking in 2026's most crowded growth trades
Intel and AMD each fell roughly 4% and NVIDIA finished flat as the semiconductor complex sold off even as Treasury long-end pressure eased, breaking the rates-driven correlation that has governed tech leadership. CrowdStrike sank 7% despite a Truist price target increase to $245, with Palo Alto Networks off 5%, evidence that positioning — not discount rates — is now the dominant driver.