Palo Alto Networks, Inc. PANW

Stock Market Today: The Dow Jones index rises Wednesday on surprise inflation data. Micron earnings are due after the close.

Helping to bridge and connect the AI and IoT worlds, Semtech flirts with a breakout to a record high as Nvidia, AMD also shine.

You probably think of Cisco Systems (CSCO) as an AI stock, a supplier of AI infrastructure to the hyperscalers. That business was only about 6% of Cisco's revenue in fiscal 2026. The rest includes networking and security products sold to enterprises and telcos. Cisco stock returned 61% over the past year. With AI that small a share of revenue, you are paying for growth across the whole company. How fast is Cisco's business outside AI set to grow.

BlackBerry's QNX unit just landed its biggest automotive design win ever, and the ripple pushed the stock sharply higher alongside major cybersecurity names, but the real question is how long before that deal actually shows up in revenue.

You may own CrowdStrike (CRWD), a cybersecurity company whose shares rose 5.1% in five sessions as the S&P 500 fell 1.2%. You likely hold it beside an index fund, and your whole account swings more when one holding jumps. Have the gains on CrowdStrike been big enough to pay for those swings.

Morgan Stanley raised its PANW target to $410 from $394 recently, calling it a key beneficiary of increased cybersecurity spending, according to TheFly.

Palo Alto and CrowdStrike both reported blockbuster quarters and both credit AI for pushing cybersecurity to the top of every CIO's budget. But their strategies, valuations, and risk profiles point in opposite directions, and only one of them offers a compelling entry point right now.

Evolution Equity Partners, a leading venture capital investor, is pleased to announce that John Cordo has been named a Partner. John has been with the firm for three years, working alongside a team of thirty investment professionals focused on investing in best-of-breed cybersecurity and AI companies. He recently led investments in Arize (acquired by Dynatrace) and Armis (acquired by ServiceNow), as well as Clay, Cyera, GetReal, Halcyon, Island, Legora, Silverfort, and Torq.

Security teams are spending more to understand who is attacking them and how. MarketsandMarkets projects the global threat intelligence market will grow from $13.15 billion in 2026 to $26.68 billion by 2031, a compound annual growth rate of 15.2%. Active Companies from around the markets with current developments this week include:Quantum Secure Encryption Corp. (CSE: QSE) (OTCQB: QSEGF) (FSE: VN80), CrowdStrike Holdings, Inc. (Nasdaq: CRWD), Palo Alto Networks, Inc. (Nasdaq: PANW), Fortinet, In

Palo Alto Networks CEO Nikesh Arora said something on the earnings call that most tech executives only whisper, and it tells you exactly why one investor keeps adding to his position despite a nine-figure GAAP loss.

Okta Stock Rallies After Morgan Stanley Spots Fresh AI Growth Catalyst

While cybersecurity peers doubled in value over the past year, Zscaler slid past 30% and now sits at a crossroads where one bold analyst sees a very different story unfolding than the rest of Wall Street is willing to admit.

Cybersecurity’s AI reckoning has arrived, and Arora has become a go-to advisor to CEOs.

Cisco Systems (CSCO) stock returned 62% over the past 12 months (as of Ssptember 28, 2026). After that run, you pay 31.8 times its past year's earnings, against 22.1 for the S&P 500. At that price, the stock appears to assume growth that has not happened yet, so further upside would need something beyond that. So what could still surprise Cisco Systems investors on the upside.