---
title: "PANW, CRWD, ZS lead Nasdaq-100 gains as Nvidia's AI agent safety push, security scares lift cybersecurity stocks"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/300377160.md"
description: "Cybersecurity stocks PANW, CRWD, and ZS led Nasdaq-100 gains as Nvidia launched an open-source framework for securing autonomous AI agents. Recent AI safety incidents heightened demand for digital security tools. PANW surged ~100% in six months with strong revenue growth, while CrowdStrike raised its outlook. BTIG upgraded PANW's price target to $425."
datetime: "2026-09-29T03:53:09.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/300377160.md)
  - [en](https://longbridge.com/en/news/300377160.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/300377160.md)
generator: "portal-rs"
---

# PANW, CRWD, ZS lead Nasdaq-100 gains as Nvidia's AI agent safety push, security scares lift cybersecurity stocks

・Nvidia’s new open-source framework brings major cybersecurity firms into an effort to secure autonomous AI agents. ・Recent AI safety incidents have highlighted the growing risks of agents accessing real-world systems. ・PANW and CRWD have extended a broader rally, nearing recent highs. Cybersecurity stocks rallied on Monday even as the broader tech...

### Related Stocks

- [CRWD.US](https://longbridge.com/en/quote/CRWD.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [PANW.US](https://longbridge.com/en/quote/PANW.US.md)
- [ZS.US](https://longbridge.com/en/quote/ZS.US.md)
- [ANV.US](https://longbridge.com/en/quote/ANV.US.md)
- [CRWC.US](https://longbridge.com/en/quote/CRWC.US.md)
- [CRWL.US](https://longbridge.com/en/quote/CRWL.US.md)
- [DIPS.US](https://longbridge.com/en/quote/DIPS.US.md)
- [NVC.US](https://longbridge.com/en/quote/NVC.US.md)
- [NVD.US](https://longbridge.com/en/quote/NVD.US.md)
- [NVDB.US](https://longbridge.com/en/quote/NVDB.US.md)
- [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md)
- [NVDG.US](https://longbridge.com/en/quote/NVDG.US.md)
- [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md)
- [NVDO.US](https://longbridge.com/en/quote/NVDO.US.md)
- [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md)
- [NVDS.US](https://longbridge.com/en/quote/NVDS.US.md)
- [NVDU.US](https://longbridge.com/en/quote/NVDU.US.md)
- [NVDW.US](https://longbridge.com/en/quote/NVDW.US.md)
- [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md)
- [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md)
- [NVIB.US](https://longbridge.com/en/quote/NVIB.US.md)
- [NVII.US](https://longbridge.com/en/quote/NVII.US.md)
- [NVIT.US](https://longbridge.com/en/quote/NVIT.US.md)
- [NVW.US](https://longbridge.com/en/quote/NVW.US.md)
- [NVYY.US](https://longbridge.com/en/quote/NVYY.US.md)
- [NYYY.US](https://longbridge.com/en/quote/NYYY.US.md)
- [PALD.US](https://longbridge.com/en/quote/PALD.US.md)
- [PALU.US](https://longbridge.com/en/quote/PALU.US.md)
- [PANG.US](https://longbridge.com/en/quote/PANG.US.md)
- [07388.HK](https://longbridge.com/en/quote/07388.HK.md)
- [07788.HK](https://longbridge.com/en/quote/07788.HK.md)
- [09388.HK](https://longbridge.com/en/quote/09388.HK.md)

## Related News & Research

- [Nvidia's 'Very Undemanding Valuation' Helps Win Back Top Chip Pick From Leading Analyst](https://longbridge.com/en/news/300801615.md)
- [FOCUS-Nvidia's bet that its chips can finance the AI boom gets a Wall Street reality check](https://longbridge.com/en/news/300667583.md)
- [Zscaler Says Agentic AI Could Be Its Biggest Opportunity Ever](https://longbridge.com/en/news/301060839.md)
- [Reflection AI opens early access to Beam ahead of an October open-weight release](https://longbridge.com/en/news/301077943.md)
- [NVIDIA DGX Spark 64GB Gives Developers More Ways to Build and Scale Local AI](https://longbridge.com/en/news/300795472.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**