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Industry Seen Moving Toward Consolidated Platform Offerings","url":"https://stock-news.laohu8.com/highlight/detail?id=2663013873","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663013873?lang=en_us&edition=fundamental","pubTime":"2026-08-29 03:28","pubTimestamp":1787945280,"startTime":"0","endTime":"0","summary":"1528 ET - The days of fragmented cybersecurity offerings are over, as increased cyber threats from AI push enterprises to consolidate their spending, Jefferies analyst Joseph Gallo says in an interview. \"It's very clear that we're moving to a world of platforms. Everybody is trying to consolidate and save money where they can, but they also want better security outcomes,\" he says. \"It's for sure a theme that's been happening for a few years. And we would expect that to continue in the future.\" The consolidation push drove a strong performance for CrowdStrike in the second quarter, Gallo says, and bodes well for Palo Alto Networks, which has made \"platformization\" a cornerstone of its strategy.","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TEKX","PANW","LU1951200564.SGD","LU0234570918.USD","LU2125909593.SGD","PANG","LU2286300806.USD","IHAK","LU2125909916.SGD","LU2211815571.USD","PALD","HACK","LU2023250504.SGD","CLOD","CRWC","AIFD","HAKY","LU1861215975.USD","LU1923623000.USD","BK4581","BUG","WCLD","IGV","NTSK","AIPI","BK4528","LU1064131342.USD","IE00BMPRXN33.USD","CIBR","LU0266013472.USD","LU2023250843.SGD","LU2210150020.SGD","SPAM","CRWD","LU1989764748.USD","LU1992135399.USD","LU1169589451.USD","IE00BZ1G4Q59.USD","LU1804176565.USD","BK4532","CRWL","PALU","LU0719512351.SGD","LU1988902786.USD","IE00BMPRXR70.SGD","LU0823421333.USD","PSWD","WCBR","IE00B19Z9505.USD","LU1169590202.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663013812","title":"Enterprise Cyber Budgets Seen Catching up with AI Advancements","url":"https://stock-news.laohu8.com/highlight/detail?id=2663013812","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663013812?lang=en_us&edition=fundamental","pubTime":"2026-08-29 03:24","pubTimestamp":1787945040,"startTime":"0","endTime":"0","summary":"1524 ET - CrowdStrike's strong second-quarter print indicates that enterprise cybersecurity budgets are beginning to catch up to advancements in AI, Jefferies analyst Joseph Gallo says in an interview. CrowdStrike is \"starting to see the uptick and benefits from Mythos,\" Gallo says, referring to the Anthropic model whose cyber capabilities shook the industry in April. \"As we move further and further away from that, it's giving time for budgets to catch up. And you're seeing CrowdStrike execute on that.\" Gallo expects a larger inflection for CrowdStrike and its peers coming in the fourth quarter and into next year as cybersecurity spending continues to ramp upwards.","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4097","CHAT","LU0719512351.SGD","LU2272731782.SGD","BK4528","IGV","BK4211","LU1951198990.SGD","LU1804176565.USD","LU2106854487.HKD","IE00B19Z9Z06.USD","ARTY","IE00BZ9MQY76.HKD","LU2023250504.SGD","LU1923623000.USD","LU2265009873.SGD","EFSC","AIPO","CRWD","AGIX","LU1917777945.USD","LU2286300806.USD","PSWD","LU0266013472.USD","HAKY","LU1548497426.USD","BK4560","LU1720051017.SGD","LU1923622614.USD","BK4532","QTOC","LU0082616367.USD","LU2125909247.SGD","LU1064131342.USD","LU2272731600.USD","BK4551","AIPI","LU2433249047.HKD","VTHR","IE00B894F039.SGD","LU2264538146.SGD","CRWC","BUG","LU1992135472.HKD","SPAM","CRWL","CIBR","UCYB","CLOD","LU1992135399.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663018693","title":"Stanford Athletics and Cybersecurity Leader Fortinet Team Up for Multi-Year Sponsorship","url":"https://stock-news.laohu8.com/highlight/detail?id=2663018693","media":"GlobeNewswire","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663018693?lang=en_us&edition=fundamental","pubTime":"2026-08-29 01:30","pubTimestamp":1787938200,"startTime":"0","endTime":"0","summary":"Partnership with global cybersecurity leader Fortinet will help advance the student-athlete experienceSTANFORD, Calif., Aug.  28, 2026 (GLOBE NEWSWIRE) -- Stanford Athletics has announced a new multi-","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.globenewswire.com/news-release/2026/08/28/3352835/0/en/stanford-athletics-and-cybersecurity-leader-fortinet-team-up-for-multi-year-sponsorship.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NBDS","LU1917777945.USD","BK4097","BK4120","HACK","NTSK","KOMP","BK4588","LU1974910355.USD","MVPS","LU2106854487.HKD","FWD","BKIV","LOUP","DARP","SPAM","XT","BUG","LU2023250843.SGD","WCBR","BK4585","BK4532","IE0008368304.USD","FIGO","IHAK","LU0079474960.USD","TEKX","PSWD","BK4560","LU0170899867.USD","IE00B5TLWC47.USD","LU2023250504.SGD","LU0348723411.USD","FITE","UCYB","CIBR","TEK","TISI","DYNI","HAKY","LU2286300806.USD","FTNT","TECB"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663809063","title":"Broadcom Seen with Better 3Q Setup","url":"https://stock-news.laohu8.com/highlight/detail?id=2663809063","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663809063?lang=en_us&edition=fundamental","pubTime":"2026-08-29 01:04","pubTimestamp":1787936640,"startTime":"0","endTime":"0","summary":"1304 ET - Broadcom has a better setup heading into its third-quarter report, Benchmark analyst Cody Acree says, noting that shares have fallen over the last month and were recently up just 7% year-to-date. \"In our opinion, this creates a better tactical setup after fiscal 2Q26 fell roughly 13% on results that were strong but below elevated buy-side AI expectations,\" Acree writes in a note. The company will need to issue strong fourth-quarter guidance, likely for around $21 billion in AI semiconductor shipments with an operating margin near 67%, and offer positive commentary on AI-semiconductor conversion and customer timing. Still, Acree writes, \"the expectation hurdle is more achievable than it was in June.\" Shares are off 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Options volume nearly triple the dail...","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/the-fly/cboe-data-shows-mixed-options-sentiment-in-crowdstrike-holdings-with-shares-down-5-45-thefly-news?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/the-fly/cboe-data-shows-mixed-options-sentiment-in-crowdstrike-holdings-with-shares-down-5-45-thefly-news?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["LU1974910355.USD","BK4532","LU2125909916.SGD","BK4560","LU2211815571.USD","CLOD","LU1548497426.USD","BK4551","LU1923623000.USD","LU2286300806.USD","LU1720051017.SGD","LU1951200564.SGD","IE00B19Z9Z06.USD","LU0081259029.USD","LU0719512351.SGD","LU1923622614.USD","CRWL","LU0082616367.USD","AIPI","SPAM","BK4097","LU2106854487.HKD","BK4588","CRWC","LU2125909759.SGD","LU2023250504.SGD","LU1804176565.USD","IGV","LU1720051108.HKD","IE00B19Z9P08.USD","LU2264538146.SGD","BK4585","HAKY","WCBR","BUG","LU1992135399.USD","LU2272731782.SGD","IE00B894F039.SGD","LU1917777945.USD","LU1988902786.USD","CIBR","PSWD","BK4598","BK4528","BK4543","IE00BZ9MQY76.HKD","LU1992135472.HKD","LU2265009873.SGD","CRWD","LU2357305700.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663230092","title":"S&P 500 Top and Bottom Performing Stocks at About 12:00 P.m. EDT","url":"https://stock-news.laohu8.com/highlight/detail?id=2663230092","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663230092?lang=en_us&edition=fundamental","pubTime":"2026-08-29 00:00","pubTimestamp":1787932808,"startTime":"0","endTime":"0","summary":"BUZZ - S&P 500 top and bottom performing stocks at about 12:00 p.m. EDTS&P 500.SPXTop PerformersPercent ChangeWorkday, Inc.WDAY.OQ+6.2%Domino's Pizza, Inc.DPZ.OQ+5.3%ServiceNow IncNOW.N+3.8%Equifax Inc.EFX.N+3.7%Airbnb, Inc.ABNB.OQ+3.6%Bottom PerformersPercent ChangePayPal Holdings, Inc.PYPL.OQ-11.7%Marvell Technology, Inc.MRVL.OQ-9.9%Lumentum Holdings Inc.LITE.OQ-5.6%Coinbase Global IncCOIN.OQ-5.6%Fortinet, Inc.FTNT.OQ-4.9%As of 12:00 p.m., the S&P 500.SPXlost 2.17 points, or 0.03%, to 7,728.17 and had posted 4 new 52-week highs and 2 new 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Buzz: Wallstreetbets Stocks Lower Pre-Bell Friday; Nvidia, Marvell Technology to Decline","url":"https://stock-news.laohu8.com/highlight/detail?id=2662406108","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662406108?lang=en_us&edition=fundamental","pubTime":"2026-08-28 18:33","pubTimestamp":1787913216,"startTime":"0","endTime":"0","summary":"The most-talked-about stocks in the Reddit subforum Wallstreetbets were lower hours before Friday's opening bell.Nvidia  retreated 0.7%, following an 8.7% gain in the prior session.Marvell Technology  fell 7.8%, extending the 1.5% loss at Thursday's close.Micron Technology  was down 2.4% after a 0.3% retreat at the prior close.Iren  shares declined by 7%, swinging from a 2.4% gain in the previous day's session.Sandisk  was 2.6% lower after a nearly 1% loss in Thursday's session.Palantir Technologies  was down 0.9% following a 4.8% increase at the end of Thursday trading.Salesforce  decreased 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