And a new note today is calling out the best way to play the cyber AI theme. Let's bring in the man behind it, Dan Ies. He's global head of technology research at Wedbush.Dan, it's great to see you. Welcome to >> be here. >> Give me, you know, on a zero to 10 your excitement level about Nvidia, Tesla, and then cyber security in kind of ranked order or is it just going to be an uh, you know, rising tide lifts all boats next year.Why does Crowd Strike in particular jump out to you. Yeah, look I mean to me it' ...

Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com. As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that the true state of F5's security capabilities; notably, that it was not truly equip ...

Key Takeaways The cybersecurity market is expanding as cloud, AI and digital threats drive enterprise spending.Qualys is benefiting from rising cloud-security demand, strong revenue growth and higher full-year guidance.PANW is boosting its platform strategy through buyouts to strengthen identity & security offerings.Cybersecurity remains a growing market as organizations digitize and attackers scale. Demand is structural and expected to continue growing through 2026 as threats evolve and architectures move ...

Wedbush发表研报指，网络安全服务提供商CrowdStrike将是2026年"押注网络安全与AI交汇主题"的最佳 投资方式之一。Wedbush维持对CrowdStrike的"跑赢大盘"评级及600美元目标价。 ...

智通财经APP获悉，华尔街知名投资机构Wedbush发布研报称，网络安全领域的重要参与者CrowdStrike Holdings Inc.(CRWD.US)将是2026年"押注网络安全与AI交汇主题"的最佳投资方式之一。该机构维持对 这家网络安全服务提供商股票的"跑赢大盘"评级以及高达600美元目标价，并补充表示，CrowdStrike在 2026年将是Wedbush所编制的IVES AI 30(美股AI科技30强)名单上的核心赢家。CrowdStrike 最新股价徘 徊在477美元，今年以来股价涨幅高达40%，Wedbush目标价意味着25%潜在涨幅，以及将突破11月创下 566美元这一历史最高位。 CrowdStrike——堪称是受益于全球AI大浪潮的网络安全巨头。随着全球进入AI时代，当前网络安全市 场保持强劲增长态势，全球企业尤其是美国科技巨头们对网络安全领域的投入在多重因素驱动下稳步抬 升，背后的逻辑主要在于云计算和生成式AI技术导致全球"攻击面"扩大化、网络威胁手段日益复杂(包 括黑客利用最先进AI大模型)、以及围绕AI和数据安全的监管合规要求日趋严格等因素。 CrowdStrike已经将突破性的 ...

诉讼事件概述 - 一项针对F5公司的证券集体诉讼已被提起，案号为Smith v. F5, Inc., et al., No. 2:25-cv-02619 (W.D. Wash.) [1] - 该诉讼旨在代表在2024年10月28日至2025年10月27日期间购买或获得F5证券的投资者 [1] 事件起因与披露 - 诉讼源于F5于2025年10月15日披露的一起重大网络安全事件 [2] - 公司于2025年8月9日获悉，一个国家级攻击者未经授权访问了其某些系统，包括其最高收入产品F5 BIG-IP的环境 [2][6] - 攻击者对某些F5系统（包括BIG-IP产品开发环境和工程知识管理平台）保持了长期、持续的访问权限 [6] - 尽管事件曝光，公司最初向投资者保证此事未对其运营产生重大影响 [6] 市场反应与股价影响 - 2025年10月15日的披露导致F5股价在截至10月16日的两个交易日内下跌47.82美元，跌幅达13.9% [6] - 2025年10月27日，公司发布第四季度及2025财年业绩，并给出2026年营收增长指引仅为0%至4%，远低于2025年10%的增长率 [7] - 管理层将增长急剧减速归因于安全事件可能带来的近期影响，并预计客户决策可能出现延迟 [7] - 此消息导致F5股价次日下跌22.83美元，跌幅为7.8% [7] 诉讼核心指控 - 诉讼焦点在于F5关于其网络安全响应计划充分性、以及网络安全事件对其业务和增长前景（包括其提供应用交付和安全解决方案的BIG-IP产品）不利影响的披露时机和适当性 [4] - 指控称，在整个集体诉讼期间，F5向投资者保证其提供行业中最有效、最全面的应用和API安全平台，并声称能够独特地应对新出现的安全问题，同时提供一流的安防产品 [5] - 调查重点在于F5何时确定2025年8月的网络安全事件具有重大性，以及公司是否根据美国证券交易委员会的4个工作日规则及时通知了投资者 [8] 公司业务与产品影响 - 涉及的网络安全事件直接影响了F5的核心收入产品F5 BIG-IP，该产品提供应用交付和安全解决方案 [2][4] - 管理层指出，安全事件可能导致客户在高层审批、交易达成或额外审批方面出现延迟，从而影响公司业务 [7]

The U.S. stock market on Thursday, December 25th, 2025, is experiencing a continuation of its year-end rally, with major indexes hovering near record levels in midday trading. Despite the traditionally quieter holiday period, investor sentiment remains largely positive, fueled by robust economic data, ongoing optimism surrounding artificial intelligence (AI), and a dovish stance from the Federal Reserve. Midday trading patterns indicate sustained momentum, albeit with lighter volumes typical of the festive ...

The U.S. stock market is closed today, Thursday, December 25, 2025, in observance of the Christmas Day holiday. This brings a pause to what has been a remarkable week for Wall Street, with major indices closing at or near all-time highs in a holiday-shortened session on Christmas Eve. Normal trading operations on the New York Stock Exchange (NYSE) and Nasdaq will resume on Friday, December 26, 2025.Premarket Activity and Futures MovementsWhile the main equity markets are shut, investors are reflecting on th ...

Since my last coverage , SentinelOne ( S) shares are down ~8% on macro-driven deal delays and trimmed FY26 guidance, yet fundamentals continue to improve. Platform adoption is accelerating, with non-endpoint solutions nearing half of bookings, triple-digit growth in Data Solutions, and Purple AI attachHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Account ...

公司股价与财务表现 - 自上次覆盖以来 SentinelOne 股价下跌约8% 主要受宏观因素导致的交易延迟以及公司下调2026财年指引影响[1] - 尽管股价承压 但公司基本面持续改善[1] 平台业务与增长动力 - 平台采用正在加速 非终端解决方案在新增订单中的占比已接近一半[1] - 数据解决方案业务实现三位数增长[1] - 人工智能安全产品 Purple AI 的附加率表现强劲[1]