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

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.

Cybersecurity · NASDAQ:AVGO · NASDAQ:CHKP · NASDAQ:FTNT · NASDAQ:PANW · Stock Market
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

Palo Alto Networks, Inc. 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, Fortinet, and Israel’s Check Point Software. Palo Alto’s stock was last up roughly 1%, trading at $190.85.
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 — 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
16 December 2025
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Check Point Stock Surges After Earnings Beat – AI & Partnerships Fuel Rally

Check Point Stock Surges After Earnings Beat – AI & Partnerships Fuel Rally

Check Point’s stock has traded in the $170–195 range recently. It closed at about $191.72 on Oct 27 stockanalysis.com, up modestly for the month but off its June 2025 peak near $234. The premarket jump on Oct 28 reflects investor enthusiasm for the Q3 beat and the company’s AI/security push seekingalpha.com globenewswire.com. Over the past year CHKP is up roughly mid-single-digits, outperforming laggards like Fortinet but trailing high-flyers like Palo Alto Networks. Check Point’s trailing P/E is around 25×, and forward P/E ~18× stockanalysis.com, lower than premium cyber peers. Volume was ~1.34M shares on Oct 27 stockanalysis.com, above its average, reflecting active trading into earnings.
28 October 2025
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