First Trust Nasdaq Cybersecurity

B. Riley Upgrades Zscaler to Buy, Dismissing Software Doomsday Fears

IGEL and Zscaler Release New Healthcare Security Blueprint to Strengthen Distributed Care Security

CrowdStrike reminds investors to mark June 3rd on calendar

Rosenblatt Securities Raises Cisco Price Target to $150

Applied Materials and Broadcom Partner to Advance Advanced Chip Packaging

JLens Urges Cloudflare Shareholders to Vote Against Directors Over Content Control Failures

Akamai Report: Financial Services Face Surge in DDoS Attacks, Banking Accounts for 60%

Mesirow Cuts Broadcom Stake by 31.4% in Q4 as Insiders Sell

F5, Inc. Stock Price Target Raised to $361.44, with 6% Downside from Current Close

CrowdStrike Partners with SVA to Drive Next Stage of German Cybersecurity Growth

Fortinet Hosts Hanoi Meeting: Focusing on AI-Driven Cybersecurity Threats and Defense

AI Demand Surges, Wells Fargo and Citigroup Raise Broadcom Price Targets; $35B Financing Reported for Expansion

Akamai Technologies Announces Expansion of Convertible Note Offering to $3 Billion with Pricing

Cloudflare CAO Janel Riley Sells Shares and Exercises Options

Cisco Releases Q3 FY2026 Earnings: Revenue of $15.8B Beats Expectations

Zscaler Partners with Global System Integrators to Launch AI-Guardian Project

DZ Bank Downgrades Fortinet Rating to 'Hold', Sets Target Price at $125

World Investment Advisors Increases Broadcom Stake by 16.1% Amid Insider Selling

Akamai Launches AI Brand Presence Tool, Pilot Shows 85% Citation Increase

LSEG and Broadcom Sign Five-Year Agreement to Deepen VMware Cloud Partnership

OPTIMI HEALTH CORP

HCW Biologics

Silexion Therapeutics

Vida Global

GCL Global

BiomX

MetaVia

Micware

MicroAlgo

CSCO

CSCL

Cisco's stock momentum score has risen to 92.61 following its pivot towards AI infrastructure, with shares up 80.51% over the past year. Rosenblatt Securities has raised its price target from $100 to $150, indicating a potential 30% upside. The company's strategic realignment and strong performance in networking and security have bolstered investor confidence, contributing to a 47.14% increase in shares over the last six months.

benzinga_article

Cisco

Direxion Daily CSCO Bull 2X Shares

NASDAQ Composite Index

Texas Instruments

AST SpaceMobile

Cisco's AI Infrastructure Push Drives Stock Momentum Score Up As Rosenblatt Sees 30% Upside

NVDL

NVDX

Trace3 Government LLC has partnered with Cisco and Nvidia to launch a secure enterprise AI Factory platform aimed at regulated sectors like healthcare and government. The platform focuses on scalable AI deployments and includes integrated security features. A pilot project with a Fortune 50 medical manufacturer anticipates annual savings of USD 30 million through enhanced quality assurance in production.

PUBT

GraniteShares 2x Long NVDA Daily ETF

T-Rex 2X Long NVIDIA Daily Target ETF

NVIDIA

NVIDIA Corporation

Trace3 partners with Cisco, Nvidia to launch secure enterprise AI Factory platform

PANW

PALU

PANG

Stifel Nicolaus has raised its price target for Palo Alto Networks (NASDAQ:PANW) from $185 to $275, maintaining a 'buy' rating. This suggests a potential upside of 14.52% from the current price. Other analysts have varied targets, with Deutsche Bank lowering theirs to $220 and BMO to $200. The stock opened at $240.13, with a 12-month high of $248.85. CEO Nikesh Arora recently purchased shares, increasing his stake significantly.

Market Beat

Palo Alto Networks

Direxion Daily PANW Bull 2X Shares

Leverage Shares 2X Long PANW Daily ETF

Stifel Financial

Deutsche Bank AG

Bank of Montreal

HSBC

ROYAL BANK OF CANADA

Wells Fargo

CrowdStrike

Bank of America

STIFEL FINANCIAL CORP 6.125% DEP SHS REP 1/1000 NON CU PF SR C

Stifel Financial Pref Share SFB 5.2 10/15/47

STIFEL FINANCIAL CORP 6.25%NON CUM DEP SHS REP 1/1000TH SER B

STIFEL FINANCIAL CORP 4.50% DEP SHS REP 1/1000TH PREF SHS SR D

Deutsche Bank AG Subscription Rights

Deutsche Postbank AG

HSBC 5xShortSG241213

HSBC HOLDINGS

HSBC Holdings Plc

WELLS FARGO & COMPANY DP SHS REP 1/1000TH INT NCUM PFD CL A DD

WELLS FARGO & COMPANY 7.5% PERP CONV PRF CLS 'A' SERIES 'L'

WELLS FARGO & COMPANY DEP SHS REP 1/1000 INT PER PFD SER Y A

WELLS FARGO & COMPANY DP SHS REP 1/1000TH INT NCUM PFD CL A CC

WELLS FARGO & COMPANY 4.75% DEP SHS 1/1000 NCUM PFD CL A SR Z

WELLS FARGO & COMPANY DEP SHS REP 1/1000TH INT PFD SR AA (CLA)

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

Stifel Nicolaus Forecasts Strong Price Appreciation for Palo Alto Networks (NASDAQ:PANW) Stock

AVGO

The AI market is shifting from training to inference and agentic AI, presenting new opportunities for companies like AMD, Micron, and Broadcom. AMD is positioned to benefit from higher CPU demand for inference, while Micron's DRAM and HBM products are in high demand due to the memory-bound nature of inference. Broadcom is capitalizing on custom chip development for inference tasks, with significant partnerships and revenue growth projected.

- The article discusses the evolving AI market, highlighting the transition from training large language models to focusing on inference and agentic AI.  
- Nvidia has dominated the initial phase due to its powerful GPUs and established software platform, but new competitors like AMD, Micron, and Broadcom are positioned to thrive as demand shifts.  
- AMD leads in CPU technology for inference, Micron benefits from rising DRAM prices, and Broadcom is pivotal in developing custom chips, all contributing to their potential success in the emerging AI landscape.

Motley Fool

Broadcom

Micron Tech

iShares Semiconductor ETF

Direxion Semicon Bull 3X

First Trust Nasdaq Food & Semicon

Invesco Semiconductors ETF

Direxion Daily AMD Bull 2X Shares

Invesco PHLX Semiconductor ETF

Direxion Daily AVGO Bull 2X Shares

GraniteShares 2x Long AMD Daily ETF

SPDR S&P Semicon

Roundhill Memory ETF

VanEck Semiconductor ETF

Samsung Electronics 

Alphabet

Alphabet - C

Samsung Electronics Co., Ltd. Sponsored GDR

These Super Stocks Could Be the Biggest Winners in the AI Inference and Agentic AI Economy

CRWD

Top Wall Street analysts have adjusted their price targets for several companies. Goldman Sachs raised Phillips 66 to $207, while BTIG cut Driven Brands to $17. Morgan Stanley lowered Newell Brands to $3.5. B of A raised Teekay Tankers to $75, and Stifel boosted Palo Alto Networks to $275. Goldman Sachs increased Enphase Energy to $57, and B of A raised NetApp to $125. Stifel also raised CrowdStrike to $660. Mizuho cut Home Depot to $385 and Hershey to $185.

Goldman Sachs

Phillips 66

Driven Brands

Morgan Stanley

Newell Brands

Teekay

Mizuho Financial

Mizuho Financial Group, Inc.

Home Depot

Enphase Energy

NetApp

Hershey

GS Hldg R

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

CrowdStrike To Rally Around 7%? Here Are 10 Top Analyst Forecasts For Wednesday

Cisco Systems reported a 12% year-over-year revenue increase to $15.84B for Q3 2026, with diluted EPS of $0.85, up 37.1%. Product sales surged by 17%, while services remained stable. Geographic growth was broad-based, with the Americas up 14%. Management is investing in AI and restructuring to focus on growth areas.

TradingView

CISCO SYSTEMS, INC. 3Q 2026: Revenue $15.84B, EPS $0.85— 10-Q Summary

.DJI

.SPX

.IXIC

SHAK

RBLX

CHWY

Major US stock indices closed lower, with the NASDAQ down 0.84% and the Russell 2000 falling 1.01%. The S&P 500 and Dow Jones also declined by 0.67% and 0.65%, respectively. Investors are concerned about rising global yields, geopolitical uncertainty, and higher energy prices impacting inflation. The NASDAQ found support near its 100-hour moving average at 25,800.58. Verizon was the biggest gainer in the Dow, while Cisco was the biggest decliner. Shake Shack rose 7.38%, while Chewy and Roblox lagged.

Investinglive

Dow Jones Industrial Average

S&P 500

Shake Shack

Roblox

Chewy

Verizon

Major US stock indices close lower

NDAQ

CIBR

Nasdaq, Inc. (NASDAQ:NDAQ) has received a consensus rating of 'Moderate Buy' from fifteen research firms. Analysts have set an average price target of $107.15, with Barclays and Morgan Stanley both raising their targets to $116.00. Recent insider sales included 1,323 shares by SVP Michelle Lynn Daly and 7,710 shares by EVP Bradley J. Peterson. Nasdaq's stock opened at $91.98, with a market cap of $52.02 billion and reported a quarterly EPS of $0.96, exceeding estimates.

Nasdaq

Datavault AI

Barclays

Nasdaq, Inc. (NASDAQ:NDAQ) Given Average Rating of "Moderate Buy" by Brokerages

SRVR

CRWL

CrowdStrike (CRWD) attracted attention as Stifel raised its price target to $660 and Cantor Fitzgerald to $700 ahead of its earnings report. Stifel noted strong results from 92% of surveyed VARs, with 68% expecting 10%-30% growth in FY27. Cantor highlighted positive checks, with 57% of partners reporting results ahead of plan. Analysts anticipate CrowdStrike to earn $1.07 per share on $1.36B in revenue for the upcoming quarter.

Pacer Data & Infrastructure Real Estate ETF

GraniteShares 2x Long CRWD Daily ETF

iShares Expanded Tech Software Sector ETF

Global X Cloud Computing ETF

iShares US Digital Infrastructure and Real Estate ETF

Franklin Exponential Data ETF

Proshares Big Data Refiners ETF

ISHRS S&P Glb It

Global X Data Center & Dgtl Infrs ETF

SPDR S&P Software

CrowdStrike in focus as Stifel, Cantor up price targets ahead of earnings

FTNT

Dana Investment Advisors Inc. reduced its stake in Fortinet, Inc. (NASDAQ:FTNT) by 79.5%, selling 18,459 shares during Q4, leaving it with 4,758 shares valued at $378,000. Other hedge funds also adjusted their holdings. Analysts have set various price targets for Fortinet, with an average target of $101.83. The stock opened at $127.64, with a 1-year range of $70.12 to $128.20. Fortinet reported strong earnings, beating estimates with $0.82 EPS and $1.85 billion in revenue for the last quarter.

Fortinet

Dana Investment Advisors Inc. Sells 18,459 Shares of Fortinet, Inc. $FTNT

First Trust Nasdaq Cybersecurity(CIBR.US)