Palantir Technologies’ valuation concerns weighing on stock despite strong fundamentals, Jefferies says Proactive uses images sourced from Shutterstock Palantir Technologies Inc (NYSE:PLTR)’ stock has fallen sharply this year, and Jefferies analysts say valuation concerns could continue to weigh on the shares even as the company’s operating performance improves. Jefferies noted Palantir’s stock is down about 27% in the year-to-date and warned that further multiple compression could occur. “We believe mu ...

Core Insights - Zscaler, Inc. has appointed Sunil Frida as Chief Marketing Officer to enhance its leadership in the Zero Trust and AI security market [1][12] - Frida brings over 20 years of experience in scaling high-growth SaaS and cybersecurity organizations, previously serving at Crowdstrike [2] - The appointment aligns with Zscaler's ongoing innovation and expansion of its AI-powered Zero Trust Exchange™ platform, aimed at modernizing IT environments [3] Company Overview - Zscaler is recognized as a pioneer in Zero Trust security, focusing on customer success and innovation [4] - The company operates the world's largest in-line cloud security platform, protecting thousands of customers from cyberattacks and data loss [9] - Zscaler's Zero Trust Exchange™ platform connects users, devices, and applications securely across hybrid and cloud environments [9]

Core Insights - The cybersecurity sector is experiencing a divergence in performance, with companies like Cloudflare and Crowdstrike performing well, while others like Sentinel 1 and Fortinet are struggling [1] - There is a potential paradigm shift in cybersecurity driven by geopolitical tensions, increased sophistication of cyber attacks, and regulatory requirements, which may lead to increased demand for cybersecurity solutions [3] - The trend towards consolidation in the cybersecurity market is expected to continue, with larger companies acquiring smaller firms to streamline operations and enhance AI capabilities [6] Company Performance - The CIBR ETF has underperformed compared to broader tech indices this year, particularly in the last three months [1] - Crowdstrike, Zscaler, and Rubrik have shown positive performance, indicating a potential shift in investor focus towards these companies [2] - Companies like Palo Alto Networks are positioned well for consolidation, as they possess a comprehensive cybersecurity stack [7] Market Trends - The rise of AI is influencing the cybersecurity landscape, with expectations that AI monetization will increase in the coming years [3] - There is a notable trend of traditional software companies entering the cybersecurity space, as seen with ServiceNow's acquisition of Armis for $7 billion [5] - The consolidation trend is beneficial for companies like Crowdstrike and Palo Alto, as they can acquire struggling firms at lower valuations [6]

[Music] Investors are sorting through a mixed picture of updates on the labor market, but our next guest still optimistic on the road ahead for the economy and markets. Bank of America senior investment strategist Lauren Sanfalippo joins me here now to discuss. Lauren, it is good to see you.Let's start in the macro. Lauren, uh, you're all calling for real GDP growth to accelerate nominal over 5%. What gives you the confidence to make that call.>> Well, I think we'll find out more on Thursday on the inflatio ...

Time now for Options Corner. Joining us now to take a deeper look at this chart is Rick Dukat, lead market technician here on Schwab Network. All right, this has been an outperformer year today compared to the S&P 500.What trends do you notice, Rick. >> Yes, two pretty solid price target hikes here and as you said, uh up 47% or so during the past year versus the S&P up about 13% also strongly outperforming the overall tech sector. But when you look at the other cyber security companies as well, Crowdstrike ...

Crowdstrike, AWS, Cloudflare... When there's a web outage these days, it seems to bring down a multitude of websites. Why is that? https://t.co/gXjZTx2fuy ...

Jensen Hong is seemingly doing everything right. I mean, short of gifting President Trump a golden GPU, he is ma he is, you know, courting the president in terms of echoing some of the sentiment that the administration has regarding uh manufacturing in in America, etc., and then also making all these partnerships, which seems to be the way to put market cap onto your company these days. Inc, a partnership and and the rest will follow.>> Well, he even referred to it as a virtuous cycle. Um and so at what is ...

DANI: 5:00 IN NEW YORK CITY, GOOD MORNING. HERE IS WHAT YOU NEED TO KNOW THIS THURSDAY. AI BOOM TAKES A BREATHER.NVIDIA SIGNALS A GROWTH SLOWDOWN WITH THE TEPID REVENUE FORECAST. STOCKS BRUSH OFF THOSE RESULTS AFTER THE S&P 500 NOTCHES ANOTHER RECORD HIGH. THE WORLD REBALANCES TRADE.CHINA AND INDIA GROW CLOSER. BRUSHING IT OFF, THAT'S INDEED WITH THIS MARKET IS DOING DESPITE NVIDIA SAW SALES GROWTH SLOW. WE ARE LITTLE CHANGED ON THIS EQUITY MARKET BUT YOU WOULD'VE THOUGHT IF I SAID THE THING THAT THE BIGGES ...

“Why did the FBI never take the server? Why was the FBI told to leave the office of the DNC?” Everyone knows the answer — Russia never hacked the DNC server. Crowdstrike, a DNC hoax-for-hire cyber company, made up whole cloth the lie that Russia hacked, and everyone knows it.Hans Mahncke (@HansMahncke):As Trump and Putin prepare to meet in Alaska, and as new hoaxes are already being spun to derail that meeting, it’s worth recalling the last time they met in a purely one-on-one setting. That was the Helsinki ...

Absolutely devastatingHans Mahncke (@HansMahncke):"In absence of direct evidence, Crowdstrike and ThreatConnect will supply the media"Crowdstrike isn’t an IT firm, it’s a Democrat Party protection racket, caught running interference for Hillary while cosplaying as cybersecurity experts. Burn it all down and salt the earth. https://t.co/FIITFxi5t7 ...