Fortinet stock hits new high on AI security moves

Fortinet shares closed at a record high Friday. The cybersecurity stock kept climbing as investors continued to buy after its earnings rally, even as U.S. tech stocks broadly fell.

Artificial Intelligence · Cybersecurity · NASDAQ:FTNT · Stock Market
Quantum Cyber Stock Surges As Drone Deal And Ex-VA Chief Put Defense Pivot In Focus

Quantum Cyber Stock Surges As Drone Deal And Ex-VA Chief Put Defense Pivot In Focus

Quantum Cyber N.V. has brought Peter M. O’Rourke Sr.—the former acting U.S. Veterans Affairs Secretary and military vet—onto its board, the company said Thursday. The appointment comes on the heels of Wednesday’s announcement of a drone tech licensing deal by the Nasdaq-listed firm. CEO David Lazar described the move as a “defining moment.” For his part, O’Rourke said autonomous defense systems are “rapidly becoming foundational.”
14 May 2026
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CrowdStrike Stock Just Cleared $500 as Cramer, Mizuho Bets Put AI Security Back in Focus

CrowdStrike Stock Just Cleared $500 as Cramer, Mizuho Bets Put AI Security Back in Focus

CrowdStrike climbed past $500 early Thursday, erasing Wednesday’s slide as traders appeared to re-engage with the cybersecurity company’s AI-focused strategy and its efforts to boost partner-driven sales. Shares last changed hands at $503.51, up $35.44 after ending the previous session at $468.07, down 1.78%.
7 May 2026
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Fortinet Stock Surges 12% as Q1 Beat and 2026 Guidance Put AI Security Demand Back in Focus

Fortinet Stock Surges 12% as Q1 Beat and 2026 Guidance Put AI Security Demand Back in Focus

Fortinet jumped 12.3% ahead of the bell Thursday, after the cybersecurity name came through with first-quarter numbers that beat Wall Street, and dialed up its 2026 forecast on stronger demand for network-security offerings. Adjusted earnings landed at 82 cents per share on $1.85 billion in revenue, topping consensus calls for 62 cents and $1.73 billion.
7 May 2026
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Stryker Corporation Stock Slides After Cyberattack Hits Q1 Earnings — Why the 2026 Outlook Still Holds

Stryker Corporation Stock Slides After Cyberattack Hits Q1 Earnings — Why the 2026 Outlook Still Holds

Stryker Corporation stock tumbled after the medical-device giant posted first-quarter earnings and revenue that came in below expectations. Stryker blamed a cyberattack late in March, which threw a wrench into manufacturing, orders, and shipments. Still, the company stuck to its 2026 forecast, framing the hit as a matter of timing—it’s now a question of how much of the lost sales can be recovered.
2 May 2026
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CrowdStrike Stock Rises After Wolfe Upgrade as Anthropic AI Fears Turn Into Cybersecurity Spending Bet

CrowdStrike Stock Rises After Wolfe Upgrade as Anthropic AI Fears Turn Into Cybersecurity Spending Bet

CrowdStrike stock climbed roughly 3% in premarket trade this Monday, after Wolfe Research bumped its rating up to Outperform from Peer Perform. The firm pointed to Anthropic’s anticipated rollout of a more advanced AI model, saying it could drive increased security budgets rather than threaten cybersecurity providers. Wolfe assigned a price target of $450.
30 March 2026
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Google Closes $32 Billion Wiz Deal in Big Bet on Cloud and AI Security

Google Closes $32 Billion Wiz Deal in Big Bet on Cloud and AI Security

Google has wrapped up its $32 billion purchase of cloud and AI security player Wiz, the company said Wednesday, sealing Alphabet’s largest-ever deal and folding the New York-based firm into Google Cloud. Wiz is set to retain its brand. The firm will still work with clients using competing platforms like Amazon Web Services, Microsoft Azure, and Oracle Cloud, according to Google.
11 March 2026
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Amazon AWS shifts defense AI workloads off Anthropic’s Claude after Pentagon supply-chain risk move

Amazon AWS shifts defense AI workloads off Anthropic’s Claude after Pentagon supply-chain risk move

Amazon’s cloud division on Tuesday said it’s working with customers to shift defense work—specifically projects linked to Pentagon contracts—away from Anthropic’s Claude. Those jobs are getting migrated to other AI models available on AWS. According to an Amazon spokesperson, Claude remains an option for everything else that’s not Pentagon-related.
10 March 2026
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Netskope Inc rolls out AI Guardrails ahead of March 11 earnings as enterprise AI security race heats up

Netskope Inc rolls out AI Guardrails ahead of March 11 earnings as enterprise AI security race heats up

Netskope this week announced that AI Guardrails, its tool designed to give employers greater oversight on how staff interact with generative AI, is now out of preview and fully available. The general release lands just ahead of the cybersecurity group’s March 11 AI launch event, which coincides with its fourth-quarter earnings.
6 March 2026
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JPMorgan’s Dimon warns banks could be targets as Iran war raises cyberattack fears

JPMorgan’s Dimon warns banks could be targets as Iran war raises cyberattack fears

JPMorgan Chase & Co CEO Jamie Dimon is telling U.S. banks to get ready for possible cyberattacks as tensions with Iran ramp up, warning that “banks may be targets” if retaliation comes. Dimon also pointed to higher credit risks should the turmoil persist, though he downplayed the chance that the recent surge in energy prices will spark sustained inflation. https://www.investmentnews.com/equities/jamie-dimon-iran-tensions-unlikely-to-spur-lasting-inflation-warns-of-credit-and-cyber-risks/265513
5 March 2026
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