智通财经APP获悉，在全球金融市场风险上升且美股陷入剧烈波动的背景下，美国国债市场实现一年来的最佳单月 表现。由于美国科技股估值高企、"AI颠覆一切"基调重创软件与数字经济领域以及市场对科技巨头们主导的人工智 能愈发庞大支出不可持续的担忧情绪升温，美债需求再度全线升温也凸显出，投资者们在恐慌时刻仍然将美国国债 视为动荡时期首屈一指的避险资产。 AI颠覆恐慌、特朗普关税不确定性、股市震荡与资金回流美债/黄金/瑞郎的市场脉络，共同构筑起美债市场上行轨 迹的强劲推动力量。在这个月里，其他市场不断闪现警示与危机信号——从人工智能所展现出的史无前例颠覆性且 可能带来通缩效应的现实证据，到地缘政治紧张局势持续升温，再到市场对私人信贷领域隐藏风险的担忧，在这种 金融市场整体风险急剧上升的背景下，交易员们纷纷涌向美国国债。 长期以来具备避险属性的美债市场的结果是——一项跟踪美国国债市场的基准指数2月回报率达到1.5%，有望创下 自去年同期以来的最佳表现。10年及以上的长期限美国国债表现最为亮眼，以价格衡量的投资回报上涨约4%，市场 开始转向长期以来被资金唾弃的长期限美国国债作为抵消负面压力时期的关键避险资产。 这轮美债上涨轨 ...

山石网科发布业绩快报，2025年度实现营业收入9.11亿元，同比下降8.55%；净利润亏损1.92亿元，上 年同期亏损1.37亿元。报告期内，公司核心技术研发取得重要突破，ASIC安全专用芯片成功研发落 地，相关新产品已于2026年初在各行业多个项目陆续中标或入围，为公司后续业绩复苏筑牢了坚实的技 术与市场基础。 ...

A hacker exploited Anthropic PBC’s artificial intelligence chatbot to carry out a series of attacks against Mexican government agencies, resulting in the theft of a huge trove of sensitive tax and voter information, according to cybersecurity researchers.The unknown Claude user wrote Spanish-language prompts for the chatbot to act as an elite hacker, finding vulnerabilities in government networks, writing computer scripts to exploit them and determining ways to automate data theft, Israeli cybersecurity sta ...

Core Insights - Zscaler reported a wider net loss of $34.3 million in Q2, significantly up from a loss of $7.7 million a year prior, attributed to increased spending on sales, marketing, and R&D in a competitive environment [1] - The company's total operating expenses rose to $676.3 million, compared to $539.5 million in the same quarter last year, driven by higher costs in sales, marketing, and R&D [1] - Despite the losses, Zscaler's revenue increased by 26% to $815.8 million, surpassing analysts' expectations of $798.8 million [1] - The adjusted profit per share was $1.01, exceeding the estimate of 90 cents, and the company forecasts Q3 adjusted earnings per share of $1.00 to $1.01, above the analysts' estimate of 95 cents [1] Financial Performance - Net loss for Q2: $34.3 million, up from $7.7 million year-over-year [1] - Total operating expenses: $676.3 million, compared to $539.5 million in the previous year [1] - Revenue for Q2: $815.8 million, a 26% increase, beating the average estimate of $798.8 million [1] - Adjusted profit per share: $1.01, exceeding the estimate of 90 cents [1] - Q3 revenue forecast: $834 million to $836 million, above expectations of $831.9 million [1] Market Context - The cybersecurity sector is experiencing cautious spending from clients due to tight IT budgets amid economic uncertainty, although cybersecurity budgets are under less pressure compared to general capital expenditures [1] - Zscaler competes with companies like Palo Alto Networks and Cloudflare, and the overall market sentiment has been affected by the potential impact of AI tools on the cybersecurity industry [1] - The demand for security solutions is being driven by the need for secure AI adoption, as highlighted by Zscaler's CEO [1]

Zscaler (NasdaqGS:ZS) Q2 2026 Earnings call February 26, 2026 04:30 PM ET Company ParticipantsBrian Essex - Executive DirectorFatima Boolani - Managing Director and Co-Head of US Software Equity ResearchJay Chaudhry - Chairman and CEOJonathan Ruykhaver - Managing DirectorKevin Rubin - CFOKim Watkins - SVP of Investor Relations and Strategic FinanceMatt Hedberg - Managing Director and Head of Global TIMT ResearchMeta Marshall - Managing DirectorConference Call ParticipantsBrad Zelnick - Managing Director and ...

Zscaler (NasdaqGS:ZS) Q2 2026 Earnings call February 26, 2026 04:30 PM ET Speaker13Hi, welcome to the Zscaler second quarter 2026 earnings call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star 11 on your telephone. You will then hear an automated message advising that your hand is raised. To withdraw your question, please press star 11 again. Please be ad ...

ZScaler Inc. (NASDAQ:ZS) shares dropped in Thursday's extended trading after the company released its second-quarter earnings report and cut its fiscal 2026 revenue outlook. Here's a look at the details from the report.    ZS stock is moving. Watch the price action here.The Details: Zscaler reported quarterly earnings of $1.01 per share which beat the analyst consensus estimate of 90 cents, according to data from Benzinga Pro. Quarterly revenue came in at $815.75 million which beat the analyst consensus est ...

Investor Presentation – Q4 & FY 2025 February 26, 2026 Forward Looking Statements This presentation contains forward-looking statements within the meaning of applicable U.S. securities laws, including statements regarding our 2026 financial guidance and our general goals and expectations regarding our operational or financial performance in the future. Forward-looking statements may be identified by words such as "seek", "believe", "plan", "estimate", "anticipate", "expect", "intend", "continue", "outlook", ...

MCLEAN, Va., Feb. 26, 2026 (GLOBE NEWSWIRE) -- Cycurion, Inc. (Nasdaq: CYCU) (“Cycurion” or the “Company”), a trusted leader in IT cybersecurity solutions, today adjourned its special meeting of stockholders (the “Special Meeting”) until Thursday, March 19, 2026 at 12:00 p.m. Eastern Time in order to provide Cycurion stockholders with additional time to cast their votes. The Special Meeting was originally scheduled for today; however, the number of votes cast was less than the number of shares required to c ...

Cybersecurity Stocks Can Rebound From Claude FearsIt seems like hardly a day goes by without Anthropic's Claude artificial intelligence (AI) tool disrupting some corner of the technology sector, causing share price declines in the process. Last week's "victim†was the cybersecurity industry. Shares of some of the most prominent names in the space, including those residing in the [Invesco QQQ Trust (QQQ)] and the [Invesco NASDAQ 100 ETF (QQQM)], were punished on news that Anthropic's vulnerability- scanning t ...