Posts tagged cybersecurity
Everything we have written about cybersecurity.
Allsp500 36sectors 28technology 14ai 7semiconductors 7financials 5meta 5energy 4nvidia 4utilities 4apple 3consumer-discretionary 3earnings 3federal-reserve 3healthcare 3rates 3cybersecurity 2mergers 2oil 2accenture 1alphabet 1amgen 1banks 1breadth 1california 1canada 1charter 1coinbase 1comcast 1communication-services 1crypto 1dell 1hpe 1industrials 1it-services 1leadership 1market-breadth 1microsoft 1netflix 1novartis 1oracle 1regulation 1seagate 1storage 1stryker 1telecom 1tesla 1travel 1tsx 1valuation 1western-digital 1wildfire 1
Nvidia's $177 billion drop was more than double what CrowdStrike and Palo Alto Networks gained combined
·3 min read
Nvidia lost $177 billion Monday, more than twice what CrowdStrike, Palo Alto Networks and Fortinet's rally added, after an Anthropic essay calling for AI to be paced split the market into cybersecurity winners and chip losers. Technology still closed the S&P 500's worst sector.
sectorstechnologycybersecuritysemiconductorssp500Palo Alto Networks fell for a third straight day, and it took the rest of cybersecurity software with it
·3 min read
$PANW is down 14% over two sessions since its earnings report, including a 9.28% drop today. $CRWD, $DDOG and $FTNT fell alongside it with no earnings of their own — the same basket that rallied together a week earlier.
sectorssp500cybersecurityearningstechnology