Shares in specialist insurance underwriter Beazley (BEZ) reached an all-time high at the beginning of August after the firm posted sharply higher half-year earnings and said it saw more business opportunities in underwriting cyber risk insurance. The company, which manages six Lloyd's of London syndicates, reported pre-tax profit of $729 million for the six months to June or almost double last yea

CrowdStrike (CRWD;NASDAQ) $258.81Market cap: $63 billionIt's been a rough couple of weeks for CrowdStrike (CRWD:NASDAQ) after what some have called the world's biggest IT outage caused banks, hospitals, and airports to 'go dark'. The question for investors now is that following the more than 30% share price crash, is the stock worth buying?Shares believes the answer is Yes, but investors who do so

German software giant outstrips forecastsBacklog strength a standout amid softening demand elsewhereStock jumps 6% to strike new record highFriday's (19 Jul) massive IT outage may have caused worldwide havoc yet there is little sign that it will change the trajectory of enterprises embracing cloud computing, with all its associated benefits ? if anything, adoption is becoming faster and more wides

Investors got a reminder over the past week that stocks don't go up all the time, and that there is a dark side to handing so much data over to the 'cloud', after a worldwide Microsoft (MSFT:NASDAQ) Azure outage following a software update from virus defender Crowdstrike (CRWD:NASDAQ) caused chaos. Amid a busy earnings season, there was more tough talk from both the Biden and Trump camps on restri

Craneware will use Microsoft's Azure platformShares up 38% year-to-dateStrengthens existing relationship with MicrosoftShares in Craneware (CRW:AIM) were up over 2% to £23.65 in morning trading as the Edinburgh-based healthcare software company announced a tie-up with tech giant Microsoft (MSFT:NASDAQ).Craneware provides software solutions that help hospitals and other healthcare providers discov

One of the cybersecurity sector's hottest stocksShares have rallied more than 40% so far in 2024S&P 500 inclusion will force index funds to buy stockJust days after posting forecast-busting quarterly earnings and revenue, cybersecurity firm Crowdstrike (CRWD:NASDAQ) has won a coveted spot in the S&P 500 index.Its inclusion in the US benchmark index, from 21 June, comes following the S&P 500's quar

Key US markets struck record highs on Wall Street this past week, which will either have you topping up your favourite stocks, or running for cover, depending on your point of view.AI chip champ Nvidia (NVDA:NASDAQ) is a big reason why, the stock rallying 10%-odd to close beyond $3 trillion in market cap for the first time ever, briefly knocking Apple (AAPL:NASDAQ) into third spot on the world's m

Cybersecurity firm jumps 7% overnight on guidance hikeQ1 beat forecasts on top and bottom linesStock has now rallied nearly 35% year-to-dateInvestors knew the pressure was on Crowdstrike (CRWD:NASDAQ). The share prices of some of the industry's key players ? Fortinet (FTNT:NASDAQ), Cyberark Software (CYBR:NASDAQ), Cloudflare (NET:NYSE) among them - have limped through most of the calendar second q

Cybersecurity industry investors have been experiencing the jitters after Palo Alto Networks' (PANW:NASDAQ) back-to-back quarters of soft guidance. It's certainly put pressure on large sector ETFs, with firm early year gains for £1 billion-plus ETFs L&G Cyber Security (ISPY) and iShares Digital Security (LOCK) all but wiped out in.Which piles the pressure on Crowdstrike (CRWD), one of cybersecuri

Stock markets have been making new all-time highs in the US, Europe and Japan and investors are asking whether they are witnessing a new global bull market for stocks which began in November 2023.Momentum is a powerful factor in stock markets. Prices tend to trend in the same direction which mean buying winners and selling losers can be a profitable strategy.It is not only about price but also ear

UK enterprise cybersecurity firm Darktrace (DARK) is rediscovering its mojo after unveiling surprisingly strong growth and margin expansion in the six months to end December 2023. Against a backcloth of intense geopolitical tension, governments and corporate clients are becoming increasingly wary of the threat of hacking attacks, while AI (artificial intelligence) tools are making it easier for

In an up and down week US indices were a touch off their record levels although the end of the week took on a more positive hue thanks to comments from Federal Reserve chair Jerome Powell. Powell suggested rate cuts were not too far away. Shares in IT outfit Hewlett Packard Enterprises (HPE:NYSE) surged on strong demand for the company's artificial intelligence focused servers. Excitement around

Significantly beats Q4 2024 earnings and revenue forecastsGuidance on fiscal 2025 also far above previous consensusCrowdStrike stock has rallied nearly 50% this yearThere?s a reason why investors have been piling in to cybersecurity firm CrowdStrike (CRWD:NASDAQ) for months. As artificial intelligence shapes the tech landscape the Austin, Texas-based business has raised hopes that it can leverage

iShares Digital Security UCITS ETF (LOCK) $8.08Assets: £1.2 billionThis year is being called a ?global elections supercycle? as hundreds of millions of voters go to the polls all over the world. That?s likely to see geopolitical risk remaining a hot button issue through 2024 and cybersecurity an increasingly crucial theme as the months trundle on.We believe cybersecurity is an excellent 21st Cent

Geopolitical risk is rising ahead of polls in critical global electionsCybersecurity already a top budget target for US corporationsPalo Alto, CrowdStrike, Fortinet among industry?s top firmsGeopolitical risk will continue to be a hot button issue in 2024?s ?global elections supercycle?, a phrase used by analysts at consultancy E&Y, and cybersecurity promises to be a crucial theme.According to E&Y

Artificial intelligence (AI) exchange traded funds (ETFs) have struggled to keep pace with the big AI stock of 2023 - Santa Clara-based microchip designer Nvidia (NVDA:NASDAQ).Nvidia's shares have risen 245% year-to-date (valuing the chipmaker at $1.22 trillion) in contrast the main AI ETFs: L&G Artificial Intelligence (AIAG) has returned 34.7% and WisdomTree Artificial Intelligence (INTEL) has re

Endpoint security firm beats third quarter expectationsFree cash flow and annual recurring revenue stand outStock doubled in 2023 as investors bet big on AI-powered growthCybersecurity company CrowdStrike (CRWD:NASDAQ) has been on a tear this year as investor bet on years of AI-powered growth. They were not left disappointed.The Austin, Texas-based company announced better-than-expected results in

After years of investment, cyber-security firm Crowdstrike (CRWD:NASDAQ) is poised to kick-start its profitable growth phase, one that could keep the stock on the boil. The shares have already doubled in 2023 as investors bet on AI-powered growth years into the future, and that optimism is shared by Stifel analyst Adam Borg.'Crowdstrike's differentiation is its high-efficacy cloud-based endpoint t

Tech set for strong 2024, according to Wedbush calculations$1 trillion AI spend ?underestimated? by analystsNvidia and Microsoft expected to lead the wayBooming spending on AI (artificial intelligence) and cloud computing infrastructure has ignited a new tech bull market, claim analysts at US broker Wedbush.While overall IT budgets are expected to be up modestly in 2024, cloud and AI-driven spendi

Wall Street closed out August in decent fashion, although some of the momentum was taken out of the recent rally by a mixed reading on US inflation.The Core PCE index - closely followed by the Federal Reserve when making interest rate decisions - was roughly in line with forecasts but, nonetheless, showed a slight tick higher year-on-year.August as a whole represented the first monthly back step f