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Cybersecurity Stocks Are Cratering On AI Threat: Is This A Buy Opportunity? - CrowdStrike Holdings (NASDAQ:CRWD), Okta (NASDAQ:OKTA), Palo Alto Networks (NASDAQ:PANW), Zscaler (NASDAQ:ZS)
Benzinga· 2026-02-24 21:17
Cybersecurity stocks are getting hammered — and the trigger wasn't a breach. It was a product launch.On February 20 at 1:00 PM ET, Anthropic announced "Claude Code Security," an automated AI tool designed to scan codebases for vulnerabilities. Within minutes, cybersecurity names began selling off.Since the announcement:The broader sector, tracked by the First Trust Nasdaq Cybersecurity ETF (NASDAQ:CIBR) , has slid to late-April 2025 lows and is now down for seven consecutive weeks — the longest losing strea ...
Rapid7 to Attend Raymond James 47th Annual Institutional Investors Conference
Globenewswire· 2026-02-24 21:05
BOSTON, Feb. 24, 2026 (GLOBE NEWSWIRE) -- Rapid7, Inc. (NASDAQ: RPD), a global leader in AI-powered managed cybersecurity operations, today announced that the company will be attending the Raymond James 47th Annual Institutional Investors Conference. The presentation is scheduled for Wednesday, March 4, 2026 at 11:35 a.m. Eastern Time. The presentation will be webcast live, and a replay will be available for a limited time, under the “Events and Presentations” section on the company’s investor relations web ...
Blue Water Acquisition(BWIVU) - Prospectus(update)
2026-02-24 19:36
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO. 1 TO FORM S-1 REGISTRATION STATEMENT As filed with the U.S. Securities and Exchange Commission on February 24, 2026. Registration No. 333-291959 UNDER THE SECURITIES ACT OF 1933 Blue Water Acquisition Corp. IV (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) Cayman Islands 6770 N/A (Primary Standard Industrial Classification Code Number) (I.R.S. Employer ...
Rick Jordan CEO of Frequency Holdings (OTC: FRQN) To Join Tim Pool's “Timcast IRL” Podcast
Globenewswire· 2026-02-24 17:27
Company Overview - Frequency Holdings, Inc. (OTC: FRQN) is a U.S.-based technology holding company focused on cybersecurity-first IT services, artificial intelligence, digital identity, and critical infrastructure [10] - The company operates and acquires independent brands with a long-term, operator-led philosophy aimed at building meaningful businesses, protecting customers, and creating durable shareholder value [10] Industry Context - The upcoming appearance of Rick Jordan, CEO of Frequency Holdings, on Tim Pool's Timcast IRL highlights the intersection of government policy, cybersecurity, and AI, particularly in the context of the partial shutdown of the Department of Homeland Security [4][5] - The political climate, including the blocking of a funding bill by Senate Democrats, has implications for national security and the operational capabilities of agencies like the DHS, which has recently faced backlash over its handling of TSA PreCheck programs [4][5] Media Engagement - Timcast IRL has built a significant audience of 2.7 million, with over 1.5 billion views, making it one of the most influential independent political shows on YouTube [3] - Rick Jordan's participation in the show is expected to bring insights from his experience in cybersecurity and national security, addressing the real-world impacts of political decisions on American life [6]
Markets Rally as Dow Gains 270+ Points; AI Optimism Returns Ahead of Nvidia Earnings
Stock Market News· 2026-02-24 17:07
Midday trading on Tuesday, February 24, 2026, shows a resilient U.S. stock market attempting to claw back territory after a volatile start to the week. Investors are currently balancing a mix of better-than-expected economic data, massive corporate deals in the artificial intelligence sector, and the anticipation of high-stakes political and financial events scheduled for the next 24 hours.Midday Market PerformanceAs of midday, the Dow Jones Industrial Average (DIA) is leading the charge, climbing 278.28 po ...
Cybersecurity Showdown: CrowdStrike’s Acquisition Spree vs Palo Alto’s Platform Play
Yahoo Finance· 2026-02-24 15:15
Quick Read CrowdStrike (CRWD) posted $265M in net new ARR with 73% year-over-year growth following the July 2024 outage. Palo Alto (PANW) reported $2.50B Q1 revenue up 16%. Next-Gen Security ARR reached $5.9B up 29%. CrowdStrike trades at 103x forward earnings without GAAP profitability. Palo Alto trades at 55x with GAAP profits. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. Both CrowdStrike (NAS ...
CrowdStrike Holdings Unusual Options Activity - CrowdStrike Holdings (NASDAQ:CRWD)
Benzinga· 2026-02-24 15:00
Deep-pocketed investors have adopted a bullish approach towards CrowdStrike Holdings (NASDAQ:CRWD), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in CRWD usually suggests something big is about to happen.We gleaned this information from our observations today when Benzinga's options scanner highlighted 15 extraordinary options activities ...
Quantum eMotion Begins Trading on NYSE American Under the Ticker "QNC"
TMX Newsfile· 2026-02-24 14:35
Montreal, Quebec--(Newsfile Corp. - February 24, 2026) - Quantum eMotion Corp. (TSXV: QNC) (FSE: 34Q0) (NYSE American: QNC) ("QeM" or the "Company") is pleased to announce that the shares of the Company have begun trading on the NYSE American LLC ("NYSE American"). The uplisting to the NYSE American follows the Company's previously announced approval and marks a significant advancement in the Company's strategy to expand its U.S. shareholder base and increase its U.S. capital markets exposure. Francis Bell ...
What is Anthropic’s Claude Code Security and how does it work - why did cybersecurity stocks fall after the launch?
The Economic Times· 2026-02-24 14:23
On February 23, 2026, shares of major Claude Code Security by Anthropic. CrowdStrike, Datadog and Zscaler fell 11%, while Fortinet and Okta dropped 6%. The trigger was not earnings. It was not regulation. It was an AI product in research preview.So, what is Claude Code Security, and why did it rattle global cybersecurity stocks?Anthropic’s Claude Code Security is an AI cybersecurity tool built on Claude that scans source code, detects vulnerabilities, and recommends fixes using advanced reasoning models. ...
Cybersecurity-Q4 Preview and Reseller Survey – Round 2 Standing on a Platform, Highlighting AI Opportunity vs. Headwind
2026-02-24 14:19
February 13, 2026 05:04 AM GMT Cybersecurity | North America Q4 Preview and Reseller Survey – Round 2: Standing on a Platform, Highlighting AI Opportunity vs. Headwind With cyber names getting swept up in the latest AI software concerns, we look to the platform results to refocus investors on the tailwind AI is for cyber. Favor PANW, CRWD, particularly as SIEM/SASE stories should see growth from AI complexity, though see opportunity w/ most off-cycle names. Key Takeaways Opportunity Picks Up As We Get Towar ...