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SentinelOne's YTD Plunge Is A Golden Gift
Seeking Alpha· 2026-02-25 22:19
Shares of cybersecurity company SentinelOne, Inc. (NASDAQ: S ) are down 15% for this year, 25% since the company reported its Q3 FY26 ER, and 42% over the past year.Uttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other areas such as MedTech, Defense Tech, and Renewable Energy. In ...
Anthropic's AI tool sparks cybersecurity panic
American Banker· 2026-02-25 21:26
Key insight: While Anthropic's new AI tool excels at finding bugs in source code, it lacks the real-time monitoring required to defend live enterprise networks.What's at stake: Replacing dedicated security platforms with general-purpose AI models could create systemic vulnerabilities and widespread disruptions across the financial system.Expert quote: "Claude Code Security finds bugs in your source code before they're exploited ... CrowdStrike detects and responds to threats at runtime." —CrowdStrike CEO Ge ...
CrowdStrike: A Ridiculous Overreaction To AI Fears (Upgrade)
Seeking Alpha· 2026-02-25 21:20
Core Viewpoint - The article discusses the recent sell-off in AI stocks, arguing that while automation in coding and cybersecurity is increasing, the notion that AI will lead to a significant downturn is exaggerated [1]. Group 1: Market Analysis - The sell-off in AI stocks is described as the most ridiculous yet, indicating a disconnect between market sentiment and the actual potential of AI technologies [1]. - The focus on building diversified portfolios is emphasized, suggesting that investors should consider a broader range of assets beyond just AI [1]. Group 2: Investment Strategy - The Pragmatic Investor aims to guide investors through various sectors including global macro, international equities, commodities, tech, and cryptocurrencies, highlighting the importance of a well-rounded investment approach [1]. - Features of The Pragmatic Investor include a portfolio, weekly market updates, actionable trades, technical analysis, and a chat room for investor engagement [1].
Fortinet Is Down 28% YTD, But Its Free Cash Flow Just Hit a Record $2.21 Billion
247Wallst· 2026-02-25 18:34
12, 2026 at 1:04 PM EST Abbott Laboratories just paid its quarterly dividend of $0.63 per share on February 13, 2026, marking a 6.8% increase from…]## Top Gaining Stocks[Axon Enterprise][AXON]• Vol: 2,853,698+$80.44+18.18%$522.95[Coinbase][COIN]• Vol: 14,664,328+$22.25+13.73%$184.28[Western Digital][WDC]• Vol: 6,974,407+$19.53+7.22%$290.10[Corning][GLW]• Vol: 10,369,897+$10.27+6.77%$161.86[Seagate Technology][STX]• Vol: 2,134,408+$25.23+6.37%$421.25## Top Losing Stocks[GoDaddy][GDDY]• Vol: 5,530,554-$14.251 ...
VAST Data and CrowdStrike Partner to Establish a Unified Security Model for the AI Lifecycle
Businesswire· 2026-02-25 18:33
AUSTIN, Texas & SALT LAKE CITY--(BUSINESS WIRE)--VAST Forward – Today at VAST Forward 2026, VAST Data, the AI Operating System company, and CrowdStrike (NASDAQ: CRWD) announced a strategic partnership that combines VAST's native data-layer governance and platform-level controls with CrowdStrike's enterprise-grade threat detection and automated response. By integrating these capabilities within the VAST AI Operating System and connecting telemetry with the CrowdStrike Falcon® cybersecurity platf. ...
Splashtop Announces Integration with the CrowdStrike Falcon Platform
Globenewswire· 2026-02-25 17:00
CUPERTINO, Calif., Feb. 25, 2026 (GLOBE NEWSWIRE) -- Splashtop® today announced an integration with the CrowdStrike Falcon® platform that helps organizations streamline endpoint security operations across Windows environments. Through Splashtop Autonomous Endpoint Management (AEM), organizations can support policy-driven deployment of the Falcon sensor and gain operational visibility, while CrowdStrike delivers AI-native endpoint detection, investigation, and response. Splashtop surfaces high-level endpoint ...
5 industries that have gotten rocked by the AI 'scare trade' defining markets this year
Yahoo Finance· 2026-02-25 16:47
Group 1: AI Impact on Industries - Investors are increasingly concerned that rapid advancements in AI could significantly impact the business models of iconic S&P 500 companies, leading to a broader sell-off across various industries [1][2] - The phenomenon has been termed the "AI Scare Trade," with fears of job losses in middle-class, white-collar sectors due to automation [2] Group 2: Software Sector - The initial signs of market disruption appeared in the enterprise software sector, where concerns arose that AI tools from companies like Anthropic could diminish the need for traditional data analytics and research services [4] - Major software companies have seen significant stock declines, with Salesforce down nearly 30%, Adobe dropping 25%, and ServiceNow also declining by 30% year to date [5] - The Tech-Software Sector ETF remains down 26% year to date, despite Anthropic's announcement of new software partnerships [6] Group 3: Cybersecurity Sector - Cybersecurity firms have also been affected, particularly after Anthropic introduced a new security tool, leading to declines in shares of CrowdStrike, Zscaler, and Cloudflare [8]
IGI Cybersecurity and Omega ATC Announce Technology Alliance Leveraging Nodeware(R) to Deliver PCI DSS v4.0.1 Compliant Authenticated Vulnerability Scanning for Multi-Location Retailers
Accessnewswire· 2026-02-25 16:25
PITTSFORD, NY / ACCESS Newswire / February 25, 2026 / IGI Cybersecurity (Infinite Group, Inc. (IGI) (OTCPK:IMCI) and Omega ATC today announced a technology alliance leveraging Nodeware, IGI's AI-driven platform, and Omega's PCI Level 1 service provider capabilities to help distributed, multi-location retail enterprises meet the authenticated vulnerability scanning requirements of PCI DSS v4.0.1. "PCI DSS v4.0.1 fundamentally changes what 'good' vulnerability management looks like," said Andrew Hoyen, Presid ...
Allot(ALLT) - 2025 Q4 - Earnings Call Transcript
2026-02-25 15:02
Allot (NasdaqGS:ALLT) Q4 2025 Earnings call February 25, 2026 09:00 AM ET Company ParticipantsEyal Harari - CEOKenny Green - Co-Founder and DirectorLiat Nahum - CFOMatt Calitri - VP of Equity ResearchRory Wallace - Founder and Chief Investment OfficerConference Call ParticipantsJonathan Ho - Research AnalystJonathan Ruykhaver - Senior Research AnalystNehal Chokshi - Senior Research AnalystShaul Eyal - Managing Director and Senior AnalystKenny GreenGood day to all of you, welcome to Allot conference call to ...
Allot(ALLT) - 2025 Q4 - Earnings Call Transcript
2026-02-25 15:02
Allot (NasdaqGS:ALLT) Q4 2025 Earnings call February 25, 2026 09:00 AM ET Company ParticipantsEyal Harari - CEOKenny Green - Co-Founder and DirectorLiat Nahum - CFOMatt Calitri - VP of Equity ResearchRory Wallace - Founder and Chief Investment OfficerConference Call ParticipantsJonathan Ho - Research AnalystJonathan Ruykhaver - Senior Research AnalystNehal Chokshi - Senior Research AnalystShaul Eyal - Managing Director and Senior AnalystKenny GreenGood day to all of you, welcome to Allot conference call to ...