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NASDAQ:CHKP News 4 December 2025 - 14 January 2026

Broadcom stock slides after report China told firms to drop VMware, other foreign cyber tools

Broadcom stock slides after report China told firms to drop VMware, other foreign cyber tools

New York, January 14, 2026, 10:37 EST — Regular session. Broadcom shares dropped 4.1% to $340.03 in early trading Wednesday following a Reuters report that Chinese regulators instructed local firms to halt use of cybersecurity software from about a dozen U.S. and Israeli companies, including VMware, which is owned by Broadcom. (Reuters) This shift is significant as Broadcom has increasingly focused on software since acquiring VMware, tying the stock more closely to geopolitical tensions whenever China crops up in the news. The report comes amid fresh U.S.-China tech clashes affecting everything from semiconductors to enterprise software. (Reuters) Risk appetite is
14 January 2026
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Palo Alto Networks stock swings on China cybersecurity clampdown report — what to watch for PANW

Palo Alto Networks stock swings on China cybersecurity clampdown report — what to watch for PANW

NEW YORK, Jan 14, 2026, 08:26 EST — Premarket Palo Alto Networks, Inc. (PANW.O) shares swung in premarket Wednesday after Reuters reported that Chinese authorities instructed local firms to halt use of cybersecurity software from around a dozen U.S. and Israeli providers. The list includes Palo Alto, VMware (owned by Broadcom), Fortinet, and Israel’s Check Point Software. Palo Alto’s stock was last up roughly 1%, trading at $190.85. (Reuters) The report arrives amid renewed market jitters over geopolitics and supply chain disruptions. For cybersecurity firms, politics isn’t just background noise — governments view network security tools as critical strategic technology.
14 January 2026
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Cybersecurity Stocks Today: Okta Rallies on Jefferies Upgrade as Palo Alto Warns on AI Cloud Attacks and Fortinet Targets NVIDIA “AI Factory” Security (Dec. 16, 2025)

Cybersecurity Stocks Today: Okta Rallies on Jefferies Upgrade as Palo Alto Warns on AI Cloud Attacks and Fortinet Targets NVIDIA “AI Factory” Security (Dec. 16, 2025)

NEW YORK — Dec. 16, 2025 (early afternoon ET) — Cybersecurity stocks are showing relative resilience Tuesday even as the broader U.S. market tilts lower on a mix of delayed economic data, sector rotations, and renewed sensitivity to rates. By around 2:00 p.m. ET, Reuters reported the Dow down ~0.63%, the S&P 500 down ~0.42%, and the Nasdaq off ~0.06%, as investors digested a delayed jobs report and reassessed the Federal Reserve outlook for 2026. Reuters Against that backdrop, cybersecurity names are trading on a familiar set of late-2025 themes: AI expanding the attack surface, identity security moving to the top of budgets, and vendor consolidation/platformization shaping both fundamentals and
16 December 2025
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Check Point Software (CHKP) Stock Today: AI Firewall Launch, $1.75B Convertible Notes and Wall Street Forecasts

Check Point Software (CHKP) Stock Today: AI Firewall Launch, $1.75B Convertible Notes and Wall Street Forecasts

Date: December 4, 2025Ticker: Check Point Software Technologies Ltd. (NASDAQ: CHKP) Key Takeaways This article is for information and news purposes only and does not constitute financial advice or a recommendation to buy or sell any security. Where CHKP Stock Stands on December 4, 2025 As of late trading on December 4, 2025, Check Point Software shares are changing hands around $195 per share, modestly higher on the day following the company’s latest capital‑markets and product announcements. Recent data from market trackers shows: StockAnalysis+1 Premarket this morning, Reuters reported the stock trading around $191 and “flat” immediately after the bond
4 December 2025
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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