Cybersecurity stocks rally as AI spending puts data security in focus
CrowdStrike and Palo Alto Networks have rebounded sharply as investors link AI adoption to rising demand for enterprise security.
By Marcus V. Thorne 1 month agoMarkets Editor
Marcus V. Thorne
Marcus writes the market wraps and the flows analysis: equities, volatility, and the positioning behind the tape.
Latest from Marcus V. Thorne
Meta launches Muse Image to support AI ads and subscriptions
Meta’s new image-generation model will run across consumer apps and ad tools as the company seeks more direct returns from AI spen...
By Marcus V. Thorne 1 month ago
CompassMSP buys Philadelphia IT and cybersecurity provider The Logic Group
Agellus Capital-backed CompassMSP acquired The Logic Group, with financial terms of the managed IT and cybersecurity deal undisclo...
By Marcus V. Thorne 1 month ago
Renovus-backed TJP buys FX2 Virtual in life sciences services deal
TJP, a Renovus Capital Partners portfolio company, has acquired FX2 Virtual, a South Carolina commercial operations agency serving...
By Marcus V. Thorne 1 month ago
Jefferies screens for low-momentum stocks as AI volatility rises
The bank points to quality shares with modest momentum as AI-linked market leadership faces questions over returns on spending.
By Marcus V. Thorne 1 month ago
Stellantis opens U.S. orders for Fiat Topolino at $13,995
The electric quadricycle can travel up to 46 miles and targets low-speed use as Fiat seeks more U.S. visibility after years of wea...
By Marcus V. Thorne 1 month ago
Unity Partners invests in Meaden & Moore advisory services unit
Unity Partners has invested in Meaden & Moore’s advisory services business, PE Hub reported, with financial terms not disclosed.
By Marcus V. Thorne 1 month ago
Trump revives Greenland demand and raises prospect of Europe troop pullout
At NATO talks in Ankara, Trump said Greenland should be under U.S. control and suggested Washington could withdraw troops from Eur...
By Marcus V. Thorne 1 month ago
Amazon seeks at least $25 billion in eight-part bond sale
Amazon is returning to debt markets to fund corporate needs as AI-related capital spending continues to rise, people familiar with...
By Marcus V. Thorne 1 month ago
Paddletek buys PIKKL as Thirty-5 Capital platform adds paddle brand
Paddletek, backed by Thirty-5 Capital, acquired Minnesota performance paddle maker PIKKL, according to PE Hub.
By Marcus V. Thorne 1 month ago
Samsung posts record preliminary profit as shares fall at the open
Samsung Electronics reported second-quarter operating profit of 89.4 trillion won, while its shares fell nearly 5% in early Tuesda...
By Marcus V. Thorne 1 month ago
Thoma Bravo completes Hypergene and Stratsys merger
The deal combines two Nordic software providers serving more than 1,200 customers across planning, compliance, risk and strategy t...
By Marcus V. Thorne 1 month ago