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2024-07-02 11:30:00 ET Summary SPEAR is a fundamental asset manager and ETF issuer specializing in investments in industrial technology value chains. During these periods of consolidation (risk-off), like in 1Q24, we shift our focus to risk management. There is no question tha...
2024-07-01 07:19:47 ET More on big tech Nvidia: Swimming In Catalysts Google: The AI Bears Are Wrong Apple: No Longer A Growth Story AI megacap stocks face a tough valuation test this earnings season GenAI set to impact wide range of online consumer h...
2024-06-30 23:57:40 ET Summary Market may be due for a 5-7% drop, but recent PCE numbers show a disinflation trend and other positives to keep the market reaching for highs by yearend. S&P 500 chart indicates a possible sideways consolidation or slight decline before continuin...
2024-06-28 10:18:23 ET Summary Zscaler and Crowdstrike are leaders in two different segments of the cyber security space. Both companies have achieved rapid growth, with the advantage slightly to Crowdstrike recently. Both companies are achieving significant free cash flow mar...
2024-06-27 14:02:04 ET More on Palo Alto Networks Palo Alto Networks: Anticipate Near-Term Volatility Palo Alto Networks: Efficiently Absorbing Tailwinds Palo Alto Networks, Inc. (PANW) Bank of America 2024 Global Technology Conference (Transcript) SA Asks: W...
2024-06-27 08:30:00 ET Summary How Alex King from Cestrian Capital Research and Growth Investor Pro is thinking about the tech sector and bull market. Late money arriving and likely heading to Apple. NVIDIA stock outlook: High volatility expected, potential for further growth,...
2024-06-26 16:15:53 ET Summary CrowdStrike is a top-tier cybersecurity company with strong operating metrics and share price performance. The company's premium valuation is driven by positive sentiment, high-profile cyber-attacks, and strong financial metrics. The Cybersecurit...
2024-06-24 09:00:00 ET InvestorPlace - Stock Market News, Stock Advice & Trading Tips If investors want to future-proof their portfolio, they should purchase strong buy cybersecurity stocks since cyber assaults are becoming more sophisticated and could cost $9.5 trillion ...
2024-06-21 08:33:22 ET More on Rubrik Rubrik: Cybersecurity IPO That Hasn't Overheated Rubrik: A Strong IPO In A Tough Market Rubrik: Latest Cybersecurity IPO - Initiating Coverage, Buy Rating SA Asks: What is the No. 1 cybersecurity threat facing companies t...
2024-06-18 12:53:37 ET More on Nvidia: Nvidia Stock And Its Real Value Nvidia: Why The Company And Its GPUs Will Dominate AI Processors Nvidia: The Greatest Quarter In The History Of Capitalism IV Nvidia rises after Rosenblatt sets Street High PT of $200 ...
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2024-06-15 04:57:00 ET 2024 has been a bad year so far for Zscaler (NASDAQ: ZS) investors as share prices of the cybersecurity specialist are down 17%. However, its fiscal 2024 third-quarter results (for the quarter ended April 30) were released on May 30 and they suggest the rest o...
LAS VEGAS, June 11, 2024 (GLOBE NEWSWIRE) -- Zscaler Zenith Live -- Zscaler, Inc. (NASDAQ: ZS), a leader in cloud security, today announced a collaboration with NVIDIA to accelerate AI-powered copilot technologies. Zscaler will leverage NVIDIA AI technologies to deliver new user experie...