First Trust Nasdaq Cybersecurity

Amdy Cut Cisco Stocks

Mizuho analyst reiterates buy rating for Broadcom

Leidos Re-signs Three-Year, $127 Million Hawaii Energy Program Contract

Leidos Secures Three-Year Hawaii Energy Program Management Contract

Citigroup Maintains Buy Rating on CrowdStrike and Raises Price Target

Cisco Exec Comments on Investment Rationality

Goldman Sachs Raises CrowdStrike Price Target to $564

Check Point Expands Private Placement to $1.75 Billion

Macquarie Maintains CrowdStrike Holdings at Hold Rating with Price Target of $485

Broadcom to Release FY2025 Q4 Earnings on December 11 After-Market EST, Forecast Revenue USD 17.46 B, EPS USD 1.1177

Palo Alto Networks Director Klarich Lee Submits Form 144 to Sell Shares

RBC Says CrowdStrike's Re-Flex System Remains a Key Driver

Citizens Jmp Reiterates CrowdStrike Rating with $500 Price Target

Cisco Becomes Official Partner of Madison Square Garden Offering Advanced Network Technology

Quantbot Technologies LP Increased Holdings in Palo Alto Networks, Nikesh Arora Reduced Holdings

CW Advisors LLC Increased Holdings in Broadcom

Needham Raises CrowdStrike Price Target to $575

CrowdStrike released FY2026 Q3 earnings on December 2, After-Market EST: Actual Revenue USD 1.234 B (Forecast USD 1.216 B), Actual EPS USD -0.14 (Forecast USD -0.1046)

CrowdStrike released FY2026 9 Months earnings on December 2, 2025, After-Market EST, with actual revenue of USD 3.507 B and actual EPS of USD -0.8944

Cisco Systems stock price rises, EPS beats expectations

SEVEN HILLS RLTY TR COM USD0.001 (S/R 04/12/2025)

SMX Security Matters

Polyrizon

Picard Medical

Synchronoss Tech

PharmaCyte Biotech

Q/C Tech

Rich Sparkle

Hoyne Bancorp

Tradr 2X Long ASTS Daily ETF

INFY

Sensex trades flat with Infosys and Bajaj Finance as top gainers. Asian markets are down following mixed US stock performance. Diamond Power secures a Rs 7.4 bn solar cables order from Adani Green Energy. RailTel wins a Rs 0.63 bn ICT contract from CPWD. Niraj Cement secures Rs 1.6 bn infrastructure contracts from MMRDA and Northeast Frontier Railway.

Talkmarkets

Infosys

Sensex Today Trades Flat; Infosys & Bajaj Finance Top Gainers

CSCO

Amundi reduced its holdings in Cisco Systems by 34.4% in Q2, now owning 19,141,130 shares worth $1.3 billion. Despite this, analysts have given Cisco a "Moderate Buy" rating, with price targets ranging from $76 to $100. Other institutional investors have adjusted their positions, and insider transactions have occurred, with significant stock sales by executives. Cisco's stock opened at $77.76, with a debt-to-equity ratio of 0.46.

Market Beat

Cisco

Amundi Trims Stock Holdings in Cisco Systems, Inc. $CSCO

AVGO

Allium Financial Advisors LLC increased its stake in Broadcom Inc. by 55.6% in Q2, now holding 5,811 shares worth $1,602,000. Other institutional investors also adjusted their holdings. Insider trading saw significant sales by executives. Analysts have set new price targets for Broadcom, with a consensus "Buy" rating and a target of $391.04. Broadcom's stock opened at $381.03, with a market cap of $1.80 trillion.

Broadcom

Allium Financial Advisors LLC Buys 2,077 Shares of Broadcom Inc. $AVGO

The BSE Sensex rose 0.4% to 85,569 after the RBI cut repo rates and revised GDP and inflation forecasts. The central bank increased GDP growth forecast to 7.3% for FY2025/26 and lowered inflation to 2.0%. The Nifty 50 also climbed 0.4%. Despite gains, the index is set for a 0.2% weekly decline, its first in four weeks. Top gainers included Bajaj Finance, Infosys, and HCL Tech.

Trading Economics

BSE Rises After RBI Decision but Points to Weekly Decline

Motilal Oswal upgraded Infosys to 'buy', highlighting its potential to gain from rising enterprise AI spending and a positive outlook for growth in the IT services sector.1On September 7, 2025, a block deal for Infosys Ltd (INFY) was executed, involving the trading of 79,287 shares at a price of 1610.00 INR.2

TradingView

Key facts: Motilal Oswal upgrades Infosys to 'buy'; block deal executed

Citigroup and Goldman Sachs report predict that driven by the open use of Google's TPU and a surge in AI spending, Broadcom's upcoming financial report will once again exceed expectations, with its AI revenue expected to achieve triple-digit growth in the fiscal year 2026. Although OpenAI's "capital expenditures far exceed revenue" model has been pointed out to show signs of a bubble, before the demand cools down, Broadcom, as a core supplier, will continue to benefit from the capital chase for AI

- Citigroup and Goldman Sachs predict strong performance for Broadcom in its upcoming Q4 FY2025 earnings report, driven by Google's TPU expansion and robust AI spending.  
- Citigroup forecasts a 147% year-over-year increase in Broadcom's AI revenue for FY2026, reaching $49.3 billion, while Goldman Sachs anticipates a growth rate exceeding 100%.  
- Despite concerns of a potential bubble in AI spending, both firms maintain positive ratings and have raised target prices for Broadcom, reflecting optimism about its future earnings potential.

Wallstreetcn

Next week, the "Google Chain Core" Broadcom earnings report is coming

Mizuho Securities analyst Vijay Rakesh reiterated a Buy rating for Broadcom with a price target of $435. Citi also maintained a Buy rating with a $415 target. Rakesh, a top analyst, has a 30.4% average return and 58.59% success rate, focusing on technology stocks like Broadcom, Micron, and Western Digital.

Tip Ranks

Mizuho Securities Sticks to Their Buy Rating for Broadcom (AVGO)

CRWD

OKTA

TipRanks' Trending Stocks tool highlights the top three most-rated stocks by analysts in the past 72 hours: CrowdStrike (CRWD), Okta (OKTA), and Salesforce (CRM). CRWD has a Moderate Buy rating with a 9.67% upside potential. OKTA also has a Moderate Buy rating with a 30.19% upside potential. CRM is rated Strong Buy with a 32.61% upside potential. TipRanks offers a 60% discount on its Premium service and Smart Investor Picks.

Salesforce

CrowdStrike

Okta

Top 3 Trending Stocks, According to Analysts – 12/4/2025

Infosys Ltd. ADR rose 3.57% to $18.29 on Thursday, outperforming the market in a mixed trading session. The S&P 500 Index rose 0.11%, while the Dow Jones Industrial Average fell 0.07%. This marks the second consecutive day of gains for Infosys, which remains 22.60% below its 52-week high. Trading volume was 18.3 million, surpassing the 50-day average of 13.8 million.

Dow Jones

Infosys Ltd. ADR Rises Thursday, Outperforms Market

PANW

Palo Alto Networks EVP Lee Klarich sold 120,774 shares at $191.91 each, totaling $23.18 million. This reduced his position by 26.93%, leaving him with 327,645 shares valued at $62.88 million. The transaction was disclosed in an SEC filing. Klarich had previously sold shares in November and October. Palo Alto Networks reported strong earnings, with a 15.7% revenue increase year-over-year. Analysts maintain a "Moderate Buy" rating with a $225.09 price target.

Palo Alto Networks

Palo Alto Networks (NASDAQ:PANW) EVP Lee Klarich Sells 120,774 Shares

LDOS

Leidos Holdings Inc. (LDOS) shares rose 2.11% to $192.42 on Thursday, outperforming competitors in a mixed market session. The S&P 500 Index increased by 0.11%, while the Dow Jones Industrial Average fell by 0.07%. This marks the second consecutive day of gains for Leidos, which is 6.49% below its 52-week high. Competitors RTX Corp. and Lockheed Martin Corp. saw smaller gains, while Northrop Grumman Corp. experienced a slight decline. Trading volume was slightly below the 50-day average.

Leidos

Leidos Holdings Inc. Stock Outperforms Competitors On Strong Trading Day

GOOG

GOOGL

Chinese-linked hackers have used "Brickstorm" malware to infiltrate critical infrastructure in the US and Canada, maintaining long-term access for potential sabotage. The US and Canadian cybersecurity agencies have issued warnings, while China denies involvement, calling the accusations irresponsible. The malware targets government and IT entities, stealing sensitive information and potentially controlling computers. Broadcom's VMware product is among the targets, with Google reporting intrusions across various industries.

- Chinese-linked hackers have utilized sophisticated "Brickstorm" malware to infiltrate government and IT entities, maintaining long-term access for potential sabotage.  
- The U.S. and Canadian cybersecurity agencies have issued warnings about these operations, while China denies involvement, labeling the accusations as irresponsible.  
- The malware targets VMware vSphere, allowing hackers to steal sensitive information and potentially gain full control of compromised systems.

Reuters

Alphabet - C

Alphabet

Chinese-linked hackers use back door for potential 'sabotage,' US and Canada say

ORCL

INTC

COST

ASML

GE Vernova LLC(GEV) rose 4.51%, with a trading turnover 2.3 Billion USD, and a year-to-date rose 91.6%. Salesforce(CRM) rose 3.66%, with a trading turnover 4.9 Billion USD, and a year-to-date fell 25.6%. Intel(INTC) fell 7.45%, with a trading turnover 4.3 Billion USD, and a year-to-date rose 102%. Micron Tech(MU) fell 3.21%, with a trading turnover 5.3 Billion USD, and a year-to-date rose 170.1%.

- The Nasdaq Composite Index rose by 0.22%, with a year-to-date increase of 21.7%.  
- The S&P 500 Index increased by 0.11%, accumulating a 16.6% rise for the year, while the Dow Jones Index fell by 0.07%, with a 12.5% year-to-date gain.  
- Notable stock movements include GE Vernova LLC rising 4.51% and Micron Technology declining 3.21%, with year-to-date increases of 91.6% and 170.1%, respectively.

LB Select

GE Vernova LLC

Meta Platforms

AppLovin

Oracle

Intel

Micron Tech

Costco Wholesale

Top 5 US Stock Gainers/Losers (>100B) (12.4)

FTNT

Fortinet Inc. (FTNT) shares rose 2.92% to $85.18, outperforming competitors in a mixed trading session. The S&P 500 Index rose 0.11%, while the Dow Jones fell 0.07%. Fortinet's stock remains 25.81% below its 52-week high. Trading volume was 6.7 million, above the 50-day average of 5.0 million. Competitors like Cisco rose 0.01%, CrowdStrike fell 2.11%, and Palo Alto Networks rose 1.06%.

Fortinet

Fortinet Inc. Stock Outperforms Competitors On Strong Trading Day