Today: 29 April 2026
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NYSE:S 15 September 2025 - 8 February 2026

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)

Okta shares rose 2.06% Tuesday after Jefferies upgraded the stock to Buy and lifted its price target to $125, citing strong identity-security demand into 2026. Other cybersecurity names, including CyberArk and SentinelOne, also gained as the sector outperformed a falling broader market. The Dow was down 0.63% and the S&P 500 dropped 0.42% by 2:00 p.m. ET. Cybersecurity ETFs traded modestly higher.
16 December 2025
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Cybersecurity US Stocks Week Ahead (Dec. 15–19, 2025): Zscaler’s Bounce Test, SailPoint’s Post-Earnings Reset, and Fed-Cut Volatility

Cybersecurity US Stocks Week Ahead (Dec. 15–19, 2025): Zscaler’s Bounce Test, SailPoint’s Post-Earnings Reset, and Fed-Cut Volatility

US cybersecurity stocks rose early in the week after the Federal Reserve cut rates on Dec. 10, but reversed as tech shares sold off following Broadcom’s AI-driven outlook. Investors favored companies with strong recurring revenue and measurable AI security benefits, while becoming more selective on valuations and guidance. SailPoint shares slipped despite beating earnings, as high expectations and valuation weighed on the reaction.
14 December 2025
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Biggest Stock Losers Today (December 5, 2025): Parsons, Adaptive Biotechnologies, SentinelOne, SoFi and More Slide Despite Calm Markets

Biggest Stock Losers Today (December 5, 2025): Parsons, Adaptive Biotechnologies, SentinelOne, SoFi and More Slide Despite Calm Markets

The S&P 500 closed at 6,870.40, up 0.19% Friday, while Bitcoin fell 3% to just under $89,300. Parsons plunged 21% after losing a key FAA contract; other steep U.S. decliners included Adaptive Biotechnologies, SentinelOne, and several Brazilian financials. Brazil’s Bovespa index dropped 4% after Jair Bolsonaro endorsed his son for president, sending the real down 3%.
6 December 2025
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SentinelOne (S) Stock Drops After Q3 Beat: CFO Exit, Soft Guidance and 2026 Forecast Explained

SentinelOne (S) Stock Drops After Q3 Beat: CFO Exit, Soft Guidance and 2026 Forecast Explained

SentinelOne shares fell 14% to about $14.50 on December 5, 2025, hitting new 52-week lows despite beating Q3 earnings estimates. Trading volume surged after the company issued cautious revenue guidance and announced CFO Barbara Larson will step down in January. SentinelOne reported Q3 revenue of $258.9 million, up 23% year over year, and reached $1.055 billion in annualized recurring revenue.
5 December 2025
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SentinelOne (NYSE: S) Stock After Q3 Earnings: Double‑Digit Growth, CFO Exit and AWS AI Push Shape 2026 Outlook

SentinelOne (NYSE: S) Stock After Q3 Earnings: Double‑Digit Growth, CFO Exit and AWS AI Push Shape 2026 Outlook

SentinelOne reported Q3 revenue of $258.9 million, up 23% year over year, and annualized recurring revenue surpassed $1 billion. Shares fell more than 8% after hours following softer guidance and the unexpected exit of the CFO. Non-GAAP operating margin turned positive at 7%. The stock is down about 23% year to date.
5 December 2025
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SentinelOne (S) Stock Slides on Q4 Guidance and CFO Exit Despite Strong Q3 Beat

SentinelOne (S) Stock Slides on Q4 Guidance and CFO Exit Despite Strong Q3 Beat

SentinelOne posted Q3 FY26 revenue of $258.9 million, up 23% year over year, and reported non-GAAP EPS of $0.07, beating analyst estimates. The company announced a CFO transition and issued Q4 revenue guidance of $271 million, which fell short of Wall Street expectations. Shares slipped after hours. SentinelOne ended the quarter with $873.6 million in cash and investments.
5 December 2025
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US Stock Market Today, December 4, 2025: Wall Street Ends Mixed Near Record Highs as Fed Rate‑Cut Bets Build

US Stock Market Today, December 4, 2025: Wall Street Ends Mixed Near Record Highs as Fed Rate‑Cut Bets Build

The S&P 500 rose 0.1% to 6,857.12 and the Nasdaq gained 0.2% to 23,505.14 on Thursday, while the Dow slipped 0.07% to 47,850.94. The Russell 2000 jumped 0.8% to a record 2,531 as investors bet on a Federal Reserve rate cut next week. Jobless claims fell to their lowest since 2022, but announced layoffs for 2025 hit a post-pandemic high.
4 December 2025
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AI vs AI: The Autonomous Cybersecurity Arms Race Reshaping the SOC

AI vs AI: The Autonomous Cybersecurity Arms Race Reshaping the SOC

Cybercriminals are using generative AI tools like WormGPT and FraudGPT to automate phishing, create polymorphic malware, and find zero-day exploits with little expertise, according to CSO Online and Radware. Security teams are deploying AI copilots such as Microsoft Security Copilot and SentinelOne’s Athena to automate threat detection and response. Venture funding for AI-driven cybersecurity startups hit $2.7 billion in Q1 2025, Axios reports.
15 September 2025
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Stock Market Today

  • Tuya (TUYA) Stock Analysis: Fair Pricing Amid Recent Pullback and Strong Long-Term Gains
    April 29, 2026, 12:05 PM EDT. Tuya (NYSE:TUYA) shares closed at $2.28, down 3.0% in one day and 6.2% over seven days, contrasting with a 3-year total shareholder return of 28.7%. The company reported $321.8 million in annual revenue and $57.9 million net income. Trading at a price-to-earnings (P/E) ratio of 24.1x, Tuya's valuation is slightly above its fair value estimate of 23.5x and peers' average of 21.7x, but below the broader U.S. Software industry average of 30.4x. This reflects investor confidence in its profitability and growth prospects, with earnings expected to grow nearly 10% annually. Risks include dependence on Chinese market demand and relatively rich valuation compared to peers. The stock trades just 0.9% below its intrinsic value according to discounted cash flow (DCF) estimates, suggesting near fair pricing.

Latest article

Mastercard Stock Jumps Before Earnings as Visa’s Big Beat Sends a Fresh Signal

Mastercard Stock Jumps Before Earnings as Visa’s Big Beat Sends a Fresh Signal

29 April 2026
Mastercard shares climbed 3.8% to $526.90 Wednesday after Visa beat profit estimates and raised its outlook, sending Visa shares up 8.7%. Mastercard reports first-quarter results Thursday. The company expanded its Start Path program this week to focus on business payments, with fintech Glass joining to work on public-sector procurement. Mastercard does not lend or issue cards, earning mainly from transaction fees.
GE HealthCare Technologies Inc. Stock Sinks as Tariffs and Chip Costs Force Profit Cut

GE HealthCare Technologies Inc. Stock Sinks as Tariffs and Chip Costs Force Profit Cut

29 April 2026
GE HealthCare cut its 2026 profit forecast Wednesday, citing higher chip, oil, and freight costs, as well as tariffs and a supplier issue. Shares fell nearly 13% to $59.75. First-quarter revenue rose 7.4% to $5.13 billion, but net income dropped to $389 million from $564 million a year earlier. The company also announced a reorganization, merging its Imaging and Advanced Visualization units.
Applied Materials (AMAT) Faces Fresh China Shock After U.S. Targets Hua Hong Shipments

Applied Materials (AMAT) Faces Fresh China Shock After U.S. Targets Hua Hong Shipments

29 April 2026
The U.S. Commerce Department ordered Applied Materials, Lam Research, and KLA to halt some chip-tool shipments to China’s Hua Hong, Reuters reported. The move targets shipments linked to facilities believed capable of advanced chip production. Applied reported $2.10 billion in China revenue last quarter, or 30% of its total. Shares in Applied, Lam, and KLA traded lower after the news.
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