A logo of CLOUDFLARE sits outside the company’s house on the opening day of the 55th annual meeting of the World Economic Forum (WEF) in Davos, Switzerland, January 20, 2025. Yves Herman | Reuters Cloudflare is acquiring artificial intelligence data marketplace Human Native, the company said Thursday, as it expands its push to develop transactions…
Alex Karp, CEO of Palantir, speaking on CNBC’s Squawk Box on Nov. 4th, 2025. CNBC Executives of artificial intelligence startup Percepta AI, who were sued last year by Palantir for allegedly stealing confidential information and trying to poach top talent, called the claims an attempt to “stifle competition.” “In truth, Palantir is looking to scare…
Cybersecurity stocks were soaring Wednesday — for both fundamental and technical reasons — following a rough performance in the final weeks of 2025. The big question: Is the bottom in? Shares of Club names CrowdStrike and Palo Alto Networks were each up roughly 4.5% in the third session of an early 2026 rally. Despite the…
For investors looking for a cybersecurity comeback story, Palo Alto Networks may be quietly writing one. 2025 performance: 1.2% Forward price-to-earnings multiple: 43.7 versus a five-year average of 53, according to FactSet data. Our rating: Buy-equivalent 1 Our price target: $225 a share PANW YTD mountain PANW stock performance YTD. With a roughly 1% gain…
A general view shows the logo of South Korean online delivery service Coupang, at a building housing the company’s headquarters in Seoul on Dec. 9, 2025. Jung Yeon-je | Afp | Getty Images South Korean online retail giant Coupang said it will offer 1.69 trillion South Korean won ($1.17 billion) in compensation to 34 million users…
Palo Alto Networks will migrate key internal workloads to Google Cloud as part of a new multibillion-dollar agreement, the companies announced Friday. The companies said the deal is an expansion of their existing strategic partnership and will deepen their engineering collaboration. Palo Alto Networks is now using Google’s Gemini artificial intelligence models to power its…
Software company ServiceNow is in advanced talks to buy cybersecurity startup Armis, which was last valued at $6.1 billion, Bloomberg reported. The deal, which could reach $7 billion in value, would be ServiceNow’s largest acquisition, the outlet said, citing people familiar with the situation who asked not to be identified because the talks are private. …
Rubrik shares soared 22% on Friday after the data management company posted blowout fiscal third-quarter numbers and boosted guidance. The stock, which debuted on the market in April 2024, had its second-best day on record. Revenue jumped 48% from a year earlier to $350 million, topping the $320 million average analyst estimate, according to LSEG….
Filip Kaliszan, CEO of Verkada. Courtesy: Verkada Security technology startup Verkada has reached a $5.8 billion valuation after a new funding round led by CapitalG, Alphabet’s venture capital arm, announced Wednesday. “I think Google saw the opportunity with us in the application of AI and everything we’re driving to apply AI to the physical security…
Okta on Tuesday topped Wall Street’s third-quarter estimates and issued an upbeat outlook, but shares fell despite the outperformance as investors had high hopes for AI demand. Shares of the identity management provider fell more than 3% in after-hours trading on Tuesday. Here’s how the company did versus LSEG estimates: Earnings per share: 82 cents…
