As we enter 2026, CrowdStrike Holdings, Inc. (NASDAQ: CRWD) stands at a unique crossroads in the history of cybersecurity. Long regarded as the gold standard of endpoint protection, the company faced a literal existential crisis in mid-2024. Today, on January 1, 2026, the narrative has shifted from "fragility" to "fortification." CrowdStrike is no longer just [...]
As of January 1, 2026, CrowdStrike (NASDAQ: CRWD) stands at a critical juncture in its evolution, transitioning from a pure-play endpoint security provider to what many analysts now call the "Operating System for Cybersecurity." Despite the shadow of the historic July 2024 global IT outage, the company has entered the
As the calendar turns to 2026, the technology sector is undergoing a profound structural transformation that has reignited the engine of global dealmaking. After years of "defensive preservation" and cautious capital allocation, the industry has entered what analysts are calling an "Innovation Supercycle." This resurgence is fueled by a dual
In a development that has sent shockwaves through the tech industry, Anthropic has announced that its latest flagship model, Claude 4.5 Opus, has achieved a milestone once thought to be years away: outperforming human software engineering candidates in the company’s own rigorous hiring assessments. During internal testing conducted in late 2025, the model successfully completed [...]
As of December 31, 2025, the landscape of software engineering and cybersecurity has undergone a fundamental shift with the official launch of OpenAI's GPT-5.2-Codex. Released on December 18, 2025, this specialized model represents the pinnacle of the GPT-5.2 family, moving beyond the role of a "coding assistant" to become a fully autonomous engineering agent. Its [...]
Coupang, Inc. (NYSE: CPNG) saw its stock price skyrocket on Friday, December 26, 2025, as investors breathed a collective sigh of relief following the company's definitive update on a recent cybersecurity incident. The South Korean e-commerce giant’s shares jumped as much as 10.88% in intraday trading, reclaiming a
In a move that signals a tectonic shift in the enterprise software landscape, ServiceNow (NYSE: NOW) officially announced on December 23, 2025, that it has entered into a definitive agreement to acquire cyber-asset management leader Armis for approximately $7.75 billion in cash. This landmark transaction, the largest in ServiceNow’
While the Nasdaq 100 (^NDX) is filled with cutting-edge technology and consumer companies, not all are on solid footing.
Some are dealing with declining demand, high costs, or regulatory pressures that could limit future upside.
Palo Alto Networks reported strong free cash flow in Q3, and its FCF margin rose on a trailing 12-month basis. As a result, it could be worth much more, but PANW is well off its highs. That makes it a strong buy for value investors here.
Before the US market kicks off on Friday, let's examine the pre-market session and unveil the notable performers among the S&P500 top gainers and losers.
The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital,
and those that can maintain this trifecta year in and year out often become the legends of the investing world.
As 2025 draws to a close, the artificial intelligence investment landscape has undergone a profound transformation. The "generative hype" of previous years has matured into a disciplined focus on the infrastructure of trust and the physical manifestation of intelligence. This shift is most visible in the surge of specialized Exchange-Traded Funds (ETFs) targeting AI Security [...]
