Fortinet TodayFTNTFortinet$106.17 -0.48 (-0.45%) 52-Week Range$54.57▼$114.82P/E Ratio43.69Price Target$105.62Add to WatchlistOver the past few months, market momentum has surged, with several sectors outperforming the broader market. While financials, technology, and even utilities have all shown strength, the cybersecurity industry remains a consistent outperformer. Many leading stocks in the space are hovering near all-time highs. However, not all cybersecurity names have moved in lockstep. While CrowdSt ...

Key Takeaways CRWD Q1 FCF margin rose to 25% with $279M free cash flow despite $61M outage-related costs. Falcon Flex reached $3.2B in deal value, growing 31% sequentially and sixfold year-over-year. CrowdStrike aims for FCF margins above 30% by FY27 with focus on AI and platform expansion.CrowdStrike Holdings (CRWD) delivered a solid start to fiscal 2026 with its free cash flow (FCF) margin climbing to 25% in the first quarter from 23% in the previous quarter. In the first quarter of fiscal 2026, CrowdSt ...

分组1: XPeng and the Turing Chip - XPeng has unveiled its self-developed Turing chip, which is designed to enhance the capabilities of its electric vehicles, particularly in autonomous driving and intelligent cockpit systems [3][4] - The Turing chip features a 40-core processor and two proprietary neural processing units, capable of performing 700 trillion operations per second, marking a significant advancement in automotive AI [4][5] - The G7 SUV, which debuted this month, is priced at 195,800 yuan ($27,325) and is positioned to compete with Tesla's Model Y and Xiaomi's YU7, receiving positive early reviews for its AI enhancements [6] 分组2: Tesla's Market Performance - Tesla is currently the weakest performer in the S&P, following CEO Elon Musk's announcement of plans to launch a new political party, which analysts believe could distract from the company's core business [7][8] - Analyst Dan Ives expressed concerns that Musk's political ambitions could create uncertainty for Tesla investors, especially during a critical period for the company [8] - William Blair downgraded Tesla to Market Perform from Outperform, citing the elimination of the $7,500 tax credit for electric vehicle purchases as a significant negative factor impacting demand and profitability [10][11] 分组3: Telecom Sector Analysis - BofA has reinstated coverage of major telecom companies AT&T, Verizon, and T-Mobile US, highlighting their unique strategies and potential for growth despite being viewed as a mature industry [15] - AT&T received a Buy rating with a $32 price target, emphasizing its balanced growth strategy, while Verizon was rated Neutral with a $45 target due to expected competitive pressures [15][16] - T-Mobile US was also rated Neutral with a $255 target, with analysts noting its strong subscriber growth but cautioning about its reliance on this metric amid increasing competition [16][17]

Key Takeaways CRWD shares rose 10.7% in a month, beating peers, driven by Falcon Flex and AI-native SOC growth. Falcon Flex hit $3.2B in deal value with major wins like a $100M deal from a Fortune 100 tech firm. Rising expenses hurt earnings, with Q1 non-GAAP EPS down 7.6% year over year.CrowdStrike Holdings (CRWD) shares have soared 10.7% over the past month, outperforming the Zacks Security industry’s 4.6% growth. The stock has also exceeded the returns of other industry peers, including CyberArk Softwa ...

点击下方 卡片 ，关注" 具身智能之心 "公众号 编辑丨 新智元 >> 点击进入→ 具身 智能之心 技术交流群 更多干货，欢迎加入国内首个具身智能全栈学习社区 ： 具身智能之心知识星球 (戳我) ， 这里包含所有 你想要的。 【导读】 灾难前兆，再一次预警。就在最近，微软又裁掉了9000人，最黑色幽默的是，Xbox一 位高管甚至建议被裁员工用AI来疗伤？虽然2025年才过了一半，但全美科技行业中已有94000人 被裁，接下来这个数字恐怕只会越来越多。 AI导致的全球失业潮，已经开始拉开帷幕。 灾难的号角，已经吹响了。 最近，微软又一次曝出新一轮的9000人大裁员，背后不知是多少人的血泪。 就在刚刚，国外一个媒体发布博文，总结出了最新统计数据—— 2025年才过了一半，AI已经取代了94000名科技工作者，导致他们直接失业！ 你以为，这仅仅是像以前一样的成本节约措施吗？ 不，这一次，或许跟以前都不一样。这一次，很多企业为了配合自己的AI战略，正在悄悄调整自己的 劳动力结构。 一方面，某些人类的岗位因为被AI替代，而直接消失；另一方面，很多职位被削减，目的就是为了企 业能有更多支出，流向AI工程、基础设施和研究。 ...

Key Takeaways ZS Q3 revenues rose 23% to $678M, but gross margin fell 110 basis points to 80.3% year over year. New modules and Z-Flex deals boost ARR but bundle lower-margin offerings, affecting near-term profits. ZS still hit Rule of 52 with 24% revenue growth and 28% free cash flow margin for year-to-date FY25.Zscaler (ZS) reported strong results for its third quarter of fiscal 2025. The company’s revenues rose 23% year over year to $678 million. But one area to watch closely is non-GAAP gross margins. ...

01 大盘 昨夜美股三大股指集体收涨。道指涨 0.77%，纳指涨 1.02%，标普涨 0.83%。恐慌指数VIX跌1.56%至 16.38。美元指数昨日涨 0.35%，报97.12。美国十年国债收益率涨1.308%，收报4.337%，相较两年期国 债收益率差45.1个基点。现货黄金昨日跌0.93%，报3325.87美元/盎司。布伦特原油收跌0.35%至68.88。 02 行业&个股 行业板块方面，除原料和日常消费分别收跌0.07%和0.05%外，标普其他8大板块悉数收涨：科技、工 业、公用事业、通讯、半导体、能源、医疗和房地产分别收涨1.32%、0.85%、0.75%、0.55%、0.5%、 0.12%、0.1%和0.05%。 中概股涨跌互现，台积电涨 0.51%，拼多多跌 0.37%，理想跌 0.75%，小鹏涨 2.61%，富途涨 1.22%。 大型科技股多数收涨。英伟达涨 1.33%，逼近4万亿美金市值。微软涨 1.58%，苹果收涨 0.52%，亚马逊 涨 1.59%，谷歌涨 0.44%，Meta涨 0.76%，博通涨 1.96%，伯克希尔涨 0.94%，特斯拉跌 0.1%，奈飞涨 0.96%。HOOD跌 ...

Analyst Opinion - Wedbush analysts boosted CrowdStrike Holdings' price target [1] - CrowdStrike Holdings is considered the "gold standard" in the cybersecurity field [1]

Group 1 - CrowdStrike Holdings (CRWD) shares have increased by approximately 7.7% over the past month, outperforming the S&P 500 [1] - Recent estimates for CrowdStrike have trended upward, with a consensus estimate shift of -32.3% [2] - CrowdStrike currently holds a Growth Score of B but has an F in Momentum and Value Scores, resulting in an overall VGM Score of F [3] Group 2 - The outlook for CrowdStrike indicates broadly upward trending estimates, with a Zacks Rank of 3 (Hold), suggesting an in-line return expected in the coming months [4] - In the same security industry, SentinelOne (S) has gained 0.9% over the past month, reporting revenues of $229.03 million, a year-over-year increase of +22.9% [5] - SentinelOne is projected to post earnings of $0.03 per share for the current quarter, reflecting a +200% change from the previous year, maintaining a Zacks Rank of 3 (Hold) [6]

All right, what do you got to wrap. There's no second axe when it comes to business. July 19th, the world stood still.8 million PCs went black because of a glitch caused by crowd strike. The stock was at 279. Well, this morning with the stock at 509, Wed Bush, Dan Ies, this is my Dan Ies day, raises his price target from 525 to 575.There are a lot of people who felt this company was finished. Well, not you. to be fair because I am your biggest critic but also your biggest supporter and you were positive thr ...