Core Insights - The S&P 500 index experienced a decline of nearly 2% last week, but certain stocks, particularly Trade Desk, Palantir, and CrowdStrike, saw significant gains driven by specific catalysts [1][2] Group 1: Trade Desk - Trade Desk's stock surged by 22.9% following CEO Jeff Green's purchase of approximately $148 million worth of shares, marking the largest insider purchase in the company's history [1] - The stock had been down nearly 55% over the past year, but the CEO's conviction signals a belief that the selloff was overdone [1] - Analyst consensus for Trade Desk's target price is $31.89, with 19 buy or strong-buy ratings against 15 holds, closing the week at $29.28 [1] Group 2: CrowdStrike - CrowdStrike reported its first-ever positive GAAP net income of $38.69 million, a significant turnaround from a loss of $86.29 million in the same quarter a year ago [1] - Revenue grew by 23% year-over-year to $1.305 billion, with ending Annual Recurring Revenue (ARR) hitting $5.25 billion, up 24% [1] - The stock rose 15.3% over the week, bolstered by a geopolitical tailwind and strong earnings performance [1] Group 3: Palantir - Palantir's stock increased by 14.6%, primarily driven by geopolitical factors rather than earnings [1] - The company reported U.S. government revenue of $570 million, up 66% year-over-year, and guided for full-year 2026 revenue exceeding $7.18 billion [1] - Palantir's positioning at the intersection of AI and national security makes it a beneficiary of increased defense spending sentiment [1]

Geopolitical flare-ups in the Middle East have pushed investors toward defensive tech names that can weather market volatility and sustain corporate spending. During these jittery stretches, cybersecurity and enterprise-software firms often shine because their services stay mission-critical even when budgets tighten. Amid this turmoil, Webush has spotlighted 10 tech stocks to own. Among those picks, Check Point Software Technologies (CHKP) emerges as a little-known but important contender. Analysts at We ...

Core Insights - Zscaler is aggressively expanding into enterprise AI security while its stock remains below previous highs [1] - The company is experiencing strong revenue growth and increasing recurring revenue [1] - Rising adoption of enterprise AI creates a tension between current market fears and long-term potential upside leading into 2026 [1] Financial Performance - Zscaler's revenue growth is robust, indicating a positive trend in financial performance [1] - The company is expanding its recurring revenue, which is a critical metric for long-term sustainability [1] Market Context - The stock prices referenced are from February 27, 2026, highlighting the timing of the market analysis [1] - The video discussing these insights was published on March 6, 2026, providing a recent context for the analysis [1]

There was no shortage of setbacks for stocks last week. Surprising economic data, another batch of earnings, and an intensifying conflict in the Middle East all combined to move the market, mostly downward. The S & P 500 closed out Friday with a weekly loss of 2% as the broad-market index flipped between the positive and negative sessions over the past five trading days. The Nasdaq fell 1.2% over the same period, while the Dow Jones Industrial Average dropped 3%. It was the second consecutive week of losses ...

It’s no secret that the reason why people gravitate toward advanced services like Barchart Premier is to gain an edge in the market. Of course, the best advantage is the one that’s impossible to attain — a crystal ball that magically tells the future every single time. However, a more realistic innovation is a category of insight called microstructure analytics. One of the most important of these tools is volatility skew. By definition, volatility skew identifies implied volatility (IV) — or a stock’s po ...

Artificial intelligence (AI) is a revolutionary technology for businesses, but it also poses serious risks. As organizations rapidly deploy AI agents to boost the productivity of their human employees, they might be unwittingly exposing their sensitive data and mission-critical applications to hackers.Zscaler's (ZS +1.30%) zero-trust cybersecurity architecture is made for this moment. It was originally designed to secure corporate networks from unauthorized human access. Now, it's also being deployed to sec ...

Palo Alto Networks, Inc. (NASDAQ:PANW) is one of the cheap AI stocks to buy in 2026. On March 5, 2026, Siemens announced a verified cybersecurity solution for industrial private 5G networks developed with Palo Alto Networks. The offering combines Siemens’ Private 5G infrastructure with Palo Alto Networks’ next-generation firewall, which Siemens said was optimized for AI and tested for high availability, resilience, and uninterrupted operations. According to the announcement, the solution is aimed at man ...

Tenable Holdings, Inc. (NASDAQ:TENB) is one of the cheap AI stocks to buy in 2026. On March 3, 2026, Wells Fargo initiated coverage of Tenable Holdings, Inc. with an Equal Weight rating and a $13 price target. Wells Fargo said Tenable holds a 27% share of the vulnerability management market, and noted that the company’s Nessus product helped establish its position against incumbent competitors. The firm also described vulnerability management as a relatively small and penetrated market, adding that it s ...

SentinelOne, Inc. (NYSE:S) is one of the cheap AI stocks to buy in 2026. On March 3, 2026, Wells Fargo initiated coverage of SentinelOne with an Equal Weight rating and a $13 price target, with The Fly identifying Richard Poland as the analyst. Reports summarizing the note said Wells Fargo sees SentinelOne as a meaningful player in endpoint security, but one facing heavyweight competition from larger platforms such as CrowdStrike, Microsoft, and Palo Alto Networks. The firm also said SentinelOne’s valuati ...

Core Insights - OpenAI is launching an AI agent named Codex Security aimed at assisting security teams in identifying and fixing vulnerabilities in large databases, which may reduce the demand for traditional cybersecurity firms [1][2] Group 1: Product Overview - Codex Security identifies cybersecurity flaws and proposes solutions before implementing fixes, allowing developers to concentrate on more complex tasks [2] - The tool is designed to operate at scale and provide easy-to-accept patches, enhancing efficiency for security teams [2] - Codex Security has been utilized to scan and identify security vulnerabilities within open-source repositories [2] Group 2: Market Impact - Codex Security competes with Anthropic PBC's Claude Code Security, which also identifies vulnerabilities and suggests remedies [3] - The introduction of Claude's security tool previously caused a decline in cybersecurity stocks, with Crowdstrike Holdings and Cloudflare Inc experiencing an 8% drop [3] Group 3: Development and Rollout - Codex Security is an evolution of Aardvark, a security researcher powered by GPT-5, which was beta tested last year [4] - The rollout of Codex Security will begin shortly as a research preview for ChatGPT Enterprise, Business, and college customers, with the first month offered for free [4] - The agent is designed to learn from user feedback to enhance its threat models over time [4]