for market on close. I'm Marley Hayden here in Chicago alongside Sam Botis at the New York Stock Exchange. We'll close out the week with our final thoughts on the session.Today we saw cyber security stocks slumping on a really interesting report that Anthropic is testing a powerful new AI model called Claude Mythos. Now, Fortune First reporting this news, citing details from a publicly accessible draft of a blog post that included nearly 3,000 draft documents about the model's advanced coding and cyber secu ...

I do want to get your thoughts on just the steep selloff we have continued to see here in tech. >> Yeah, look, it's a white knuckle moment. I mean, you know, if you look what this is a riskoff trade, but but in our view, look, in decades of covering tech, I mean, you we're going to go through geopolitical macro issues, but our view is is that if you look at the base case here, it's something where we talk about a matter of weeks rather than a matter of months, the tech trade continues to be well intact.And ...

Dear Jabosia is at the RSAC conference in San Francisco with data brick CEO Ali Gocei. Dear Ja >> Kelly, thank you very much. And Alli, thank you so much for being here with us right off your keynote.Um, you know, I look around, we've got Splunk, Crowdstrike, Palo Alto on the floor of RSAC this year. You are now entering the cyber security market. They have decades of expertise, thousands of people who specialize in cyber security.Why do you think the data bricks can take them on. Yeah, I think there's a bi ...

REDWOOD CITY, Calif., March 23, 2026 (GLOBE NEWSWIRE) -- Check Point® Software Technologies Ltd. (NASDAQ: CHKP), a pioneer and global leader in cyber security solutions, today announced the Check Point AI Defense Plane, a unified AI security control plane designed to help enterprises govern how AI is connected, deployed, and operated across the business. As AI systems move from assistants to autonomous actors that access data, invoke tools, and take action, the AI Defense Plane provides the intelligence lay ...

As enterprises and neo-clouds invest billions in private AI infrastructure, Check Point delivers the industry's most comprehensive security architecture for AI data centersREDWOOD CITY, Calif., March 23, 2026 (GLOBE NEWSWIRE) -- Check Point® Software Technologies Ltd. (NASDAQ: CHKP), a pioneer and global leader of cyber security solutions, today released the AI Factory Security Architecture Blueprint — a comprehensive, vendor-tested reference architecture for securing private AI infrastructure from the hard ...

Commvault Systems Inc. (NASDAQ:CVLT) is one of the most promising stocks under $100 to buy. On March 5, Commvault and CloudSEK announced an integration to help enterprises defend against identity-based cyberattacks resulting from stolen or exposed credentials. By combining CloudSEK’s predictive threat intelligence with Commvault’s Active Directory protection offerings, the partnership aims to address a critical security gap where compromised credentials are involved in nearly 80% of all breaches. This co ...

Welcome to Investing Insights. I'm your host, Ivana Hampton. The stock market has cooled on stocks caught up in the whirlwind of artificial intelligence.Fears over whether AI will disrupt a variety of sectors have triggered big sell-offs. Morning Star equity analysts have investigated 132 companies to determine whether that's the case and they have concluded that AI is not a universal destroyer. The team thinks investors should sort through the wreckage and find newly cheap companies with enduring competiti ...

Global cyber security and AI leaders join initiative to support Check Point’s strategy as organizations accelerate digital and AI transformationREDWOOD CITY, Calif., March 19, 2026 (GLOBE NEWSWIRE) -- Check Point Software Technologies Ltd. (NASDAQ: CHKP), a pioneer and global leader in cyber security solutions, today announced the launch of the Check Point Executive Advisory Board, bringing together leading experts across cyber security, artificial intelligence and enterprise technology to help guide the co ...

Adobe - Adobe reported earnings that beat expectations for both EPS and revenue, with revenue growing 12% year-over-year, slightly above expectations [1] - Despite the positive earnings report, Adobe's stock has declined approximately 27% year-to-date and 36% over the past 12 months, indicating ongoing challenges [1] - The company raised its guidance, but concerns about stagnating growth rates have led to post-earnings downgrades [1] - There was significant bullish activity in options trading, with over 20,000 March 260 strike calls purchased, indicating some traders are optimistic about short-term gains [1] Nvidia - Nvidia's stock has been volatile, reacting to positive earnings that showed revenue and EPS growth above 70%, but has struggled to maintain upward momentum [1] - The company announced a potential $1 trillion in revenue growth related to AI infrastructure from 2020 to 2027, which has not yet translated into sustained stock price increases [1] - Unusual options activity was noted, with over 40,000 April 10th weekly 190 strike calls sold, suggesting traders are speculating on continued resistance at the $190 level [1] Palo Alto Networks - Palo Alto Networks' stock is currently down over 23% from its all-time highs, indicating it is in bear market territory despite a 15% revenue growth last quarter [3][4] - The company announced a $1 billion share repurchase program, which may help support the stock price [3] - There has been significant M&A activity, with over 20 acquisitions in the past seven to eight years, which may be creating financial headwinds for the company [4][6] - Bullish options activity was observed, with over 3,000 April 180 strike calls purchased, indicating some traders are looking for a recovery in the stock [7]

REDWOOD CITY, Calif., March 17, 2026 (GLOBE NEWSWIRE) -- Check Point Software Technologies Ltd. (NASDAQ: CHKP) today announced a new integration that enables email security telemetry from Check Point Email Security to flow into CrowdStrike Falcon® Next-Gen SIEM. The integration allows security teams to ingest and correlate email-based activity with downstream identity and endpoint signals during investigations, helping connect activity from inbox to endpoint within a single workflow. “Email remains a primar ...