|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
01.03.26 - 18:42
|
Market Topping Process? (ZeroHedge)
|
|
|
Market Topping Process?
Authored by Lance Roberts via RealInvestmentAdvice.com,
As we will discuss further in today's commentary, the market remains stuck in a fairly narrow trading range. The week opened with a broad selloff after Anthropic's expanded AI capabilities rattled software, cybersecurity, and financial stocks, with IBM suffering its worst session since 2000. CrowdStrike and Zscaler also dropped about 10% on the news. The financials sector fell more than 3% as American Express, Goldman Sachs, and Blackstone came under pressure on fears that AI could automate large portions of their businesses. A widely circulated Citrini Research piece warning of 10% AI-driven unemployment gave bears a macro narrative.
Yet the “AI kills everything” narrative ignores what the data actually shows: companies are integrating AI, not dying from it. McKinsey's 2025 State of AI survey found 88% of firms already use AI in at least one business function, up from 78% a year prior, while by Q1 2026, t...
|
|
|
28.02.26 - 00:48
|
Zscaler CEO: AI Is Opportunity, Not Threat, For Our Business (Bloomberg)
|
|
|
Zscaler Founder, Chairman and CEO Jay Chaudhry joins Bloomberg Businessweek Daily to discuss the company's latest earnings results, which weren't seen as strong enough to reverse some of the recent negative sentiment toward software companies. The firm is also expanding its portfolio beyond its core secure access service edge product, which is fueled by AI and data-security offerings tied to the deployment of AI agents. Amid broader AI worries, Chaudhry also says that AI is "an opportunity... not a threat" to Zscaler. Chaudhry speaks with Carol Massar, Tim Stenovec, and Bloomberg Intelligence Global Head of Technology Research Mandeep Singh. (Source: Bloomberg)...
|
|
|
|
|
|
|
|
|
27.02.26 - 15:45
|
Zscaler Analysts Slash Their Forecasts After Q2 Results (Benzinga)
|
|
|
Zscaler Inc. (NASDAQ:ZS) reported better-than-expected Q2 results but lowered FY26 sales guidance. Analysts have mixed opinions on the stock.
Latest Ratings for ZS
DateFirmActionFromTo Mar 2022Daiwa CapitalUpgradesUnderperformBuy Feb 2022BMO CapitalMaintainsOutperform Feb 2022Deutsche BankMaintainsBuy
View More Analyst Ratings for ZS
View the Latest Analyst Ratings
Importance Rank:
1
read more...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
