Cyber Rips: CRWD +20%, PANW, ZS, S, FTNT All Rerate
CrowdStrike’s Q2 FY27 beat detonated a sector rerate. Palo Alto, Zscaler, SentinelOne, and Fortinet all ripped 9-13% as AI-security spend gets a fresh read-through.
Palo Alto Networks
Iran Can’t Win a Missile War. It Can Win a Cyber One.
While Wall Street fixates on oil prices and Hormuz tanker routes, Iran’s most credible counter-punch against U.S. strikes isn’t military — it’s digital. Here’s what that means for cybersecurity stocks and the investors paying attention.