Core Viewpoint - Cybersecurity stocks are experiencing a selloff due to what is termed an "AI Ghost Trade," but this is seen as a misinterpretation of the actual threat posed by AI advancements [1][2] Group 1: Market Dynamics - Concerns arise from rapid advancements in AI security tools, which investors fear could undermine legacy cybersecurity providers [2] - Conversations with chief information security officers and IT professionals indicate that AI security tools are validating cybersecurity as a critical area for growth rather than posing a threat to existing companies [3] Group 2: Cyber Threat Landscape - AI is significantly accelerating cyber threats, reducing the time required to execute sophisticated attacks from weeks to hours and increasing the number of vulnerable endpoints across various systems [4] Group 3: Investment Opportunities - AI is viewed as the largest total addressable market opportunity in the history of cybersecurity, creating substantial demand for established leaders in the sector [5] - CrowdStrike is identified as the "gold standard of cybersecurity," with its Falcon platform positioned strongly against emerging AI-driven threats [5] - Palo Alto Networks is highlighted as a top pick, with its CyberArk acquisition seen as a potential game changer for enhancing AI security capabilities [6] - Zscaler is recognized as a premier name, benefiting from rising AI adoption and increased demand for Zero Trust and cloud security solutions [6] Group 4: Future Outlook - CrowdStrike, Palo Alto, and Zscaler are expected to be the clear winners as enterprises increase cybersecurity spending to address the evolving AI threat landscape [7] - The recent selloff is interpreted as an incorrect response to what is considered one of the sector's most significant long-term growth opportunities [7]

The US Dollar ended the week with a modest rebound as the Supreme Court ruled 6-3 against President Donald Trump's use of emergency tariffs. However, Trump is unwilling to let the matter go without a fight, and he's deploying a temporary 10% tariff under Section 122. His act ensures trade frictions remain a feature of the market and supports the dollar.Rate‑cut odds for March fell further, and June probabilities were pared back, but not enough to constitute a full repricing. The Dollar took its cue from thi ...

AppLovin stock is among today’s weakest performers. Why are APP shares down?SEC Investigation Remains Publicly UnresolvedThe SEC on Friday told Bloomberg in a letter that an investigation involving AppLovin remains "active and ongoing" and that releasing internal correspondence could harm enforcement work by tipping off potential targets or revealing cooperating witnesses. The regulator has not accused the company or its executives of wrongdoing but is examining its data-collection practices and whether it ...

Weekly Chart: Germany's manufacturing sector expanded for the first time since mid-2022, providing a rare lift for Europe's largest economy.The HCOB Flash Manufacturing PMI rose to 50.7 in February from 49.1. This crossed the 50‑point threshold that separates contraction from growth, according to S&P Global. The Composite PMI climbed to 53.1, its highest since October, with services driving the improvement. Business activity reached a four‑month high.Why it matters: Germany's industrial cycle remains the an ...

The S&P 500 (NYSE:SPY) could plunge to 3,500 by 2028 if the AI revolution succeeds too well, according to a chilling “pre-mortem” scenario released by Citrini Research. The firm warns that a “Global Intelligence Crisis” is forming, where rampant productivity gains flow solely to compute owners like Nvidia (NASDAQ:NVDA) , leaving the consumer economy to collapse under the weight of mass white-collar unemployment.How Too Much Intelligence Could Kill The MarketThe analysts describe a terrifying “negative feedb ...

InMode stock is showing downward pressure. What should traders watch with INMD?Committee Rejects Proposals As Not Attractive EnoughThe committee, formed by InMode's board, evaluated multiple proposals for a potential transaction with help from outside financial and legal advisers. After reviewing the final bids, it concluded that none were adequate or in the best interests of the company and its shareholders, and decided to discontinue the process.InMode said it will continue to review its business and grow ...

The opportunity exists because U.S. export policy has quietly changed. Nvidia's H200 shipments to China and Macau are no longer under automatic denial, but instead subject to case-by-case review — reopening the door to future sales.Billions In Revenue Waiting On ApprovalSur said China remains a major source of demand, even as shipments remain in limbo. The firm estimates that each 100,000-unit shipment could drive about $3 billion in revenue, highlighting how approvals could translate into meaningful financ ...

Core Viewpoint - The U.S. export policy has shifted, allowing Nvidia's H200 shipments to China and Macau to be reviewed on a case-by-case basis, potentially increasing future sales opportunities [1] Group 1: Revenue Potential - China remains a significant source of demand for Nvidia, with each 100,000-unit shipment estimated to generate approximately $3 billion in revenue, indicating substantial financial upside if export approvals are granted [2] - The demand for AI compute in China is strong, and any easing of export approvals could quickly convert this demand into revenue [2] Group 2: Backlog and Demand - Nvidia currently has a backlog exceeding $500 billion, driven by robust global demand and significant investments in AI infrastructure from hyperscalers [3] - The company is expected to report another strong quarter, supported by increasing Blackwell shipments and favorable pricing [3] Group 3: Growth Opportunities - Even without the Chinese market, demand continues to exceed supply; however, accelerated export approvals could provide an additional growth lever for Nvidia [4] - The potential revenue tied to export decisions positions China as a wildcard that could significantly enhance Nvidia's growth trajectory [4]

U.S. stocks were lower, with the Dow Jones index falling around 400 points on Monday.Shares of ImmunityBio, Inc. (NASDAQ:IBRX) rose sharply on Monday after the company reported better-than-expected quarterly financial results.ImmunityBio reported quarterly losses of 6 cents per share which beat the analyst consensus estimate of losses of 9 cents per share. The company reported quarterly sales of $38.285 million which beat the analyst consensus estimate of $37.020 million.ImmunityBio shares jumped 22.2% to $ ...

Investors with a lot of money to spend have taken a bullish stance on Eli Lilly (NYSE:LLY).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with LLY, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scanner spotted 26 ...