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News

Sahm
sahmcapital.com > news > content > india-orders-google-to-shut-down-hundreds-of-firebase-accounts-after-bank-scam-wave-report-2026-08-21

India Orders Google to Shut Down Hundreds of Firebase Accounts After Bank Scam Wave: Report

10+ hour, 45+ min ago   (253+ words) Alphabet Inc. Class A Alphabet Inc. Class C India has reportedly ordered Alphabet Inc.‘s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google to shut down hundreds of Firebase accounts after officials linked the platform to a wave of bank-impersonation scams. According to…...

Sahm
sahmcapital.com > news > content > palo-alto-networks-key-test-is-whether-fiscal-2027-ngs-arr-guidance-can-beat-expectations-analyst-2026-08-19

Palo Alto Networks’ Key Test Is Whether Fiscal 2027 NGS ARR Guidance Can Beat Expectations: Analyst

2+ day, 8+ hour ago   (375+ words) Palo Alto Networks, Inc. Palo Alto Networks, Inc. (NASDAQ:PANW) received a price forecast hike from Cantor Fitzgerald on Wednesday, ahead of the company’s fiscal fourth-quarter 2026 results. Analysts Jonathan Ruykhaver and Ben Mitchell raised their 12-month price forecast to $425 from…...

Sahm
sahmcapital.com > news > content > 5-cybersecurity-stocks-with-more-upside-ahead-2026-08-18

5 Cybersecurity Stocks with More Upside Ahead

3+ day, 11+ hour ago   (799+ words) Palo Alto Networks, Inc. Cybersecurity stocks are in the spotlight as ever-expanding AI demand now includes data safety and agent protection. While the broader AI sector has cooled, cybersecurity stocks have outperformed, fueling a rotation out of hardware and into…...

Sahm
sahmcapital.com > news > content > uatp-names-dlocal-as-newest-payment-processing-partner-for-uatp-one-2026-08-18

UATP Names dLocal as Newest Payment Processing Partner for UATP One

3+ day, 11+ hour ago   (240+ words) Delta Air Lines, Inc. Associated Capital Group, Inc. Class A dLocal brings local payment depth across Latin America, Africa, the Middle East and Asia to UATP's network of airlines and travel merchants. UATP One gives airlines and travel merchants a…...

Sahm
sahmcapital.com > news > content > cybersecurity-golden-age-is-coming-says-dan-ives-but-warns-of-a-sci-fi-movie-gone-bad-without-regulation-2026-08-18

Cybersecurity 'Golden Age' Is Coming, Says Dan Ives — But Warns Of A 'Sci-Fi Movie Gone Bad' Without Regulation

3+ day, 11+ hour ago   (451+ words) Palo Alto Networks, Inc. DAN IVES WEDBUSH AI REVOLUTION ETF A growing risk of hacks in the artificial intelligence sector could highlight the investment opportunity in cybersecurity stocks, a technology expert says in the call for federal regulation. While he’s…...

Sahm
sahmcapital.com > news > content > 3-insurance-stocks-tied-to-rising-cyber-liability-demand-2026-08-17

3 Insurance Stocks Tied To Rising Cyber Liability Demand

4+ day, 9+ hour ago   (470+ words) Axis Capital Holdings Limited Overview: AXIS Capital Holdings is a Bermuda based specialty insurer and reinsurer that focuses on complex risks, from directors and officers liability, cyber and professional indemnity to marine, aviation, terrorism and other niche property and casualty…...

Sahm
sahmcapital.com > news > content > eigenq-announces-collaboration-with-td-synnex-to-advance-post-quantum-security-readiness-for-amd-epyc-cpu-based-server-environments-2026-06-15

EigenQ announces collaboration with TD SYNNEX to Advance Post-Quantum Security Readiness for AMD EPYC™ CPU-based Server Environments

2+ mon, 1+ week ago   (145+ words) COLUMBIA, Md., June 15, 2026 /PRNewswire/ -- EigenQ, Inc. today announced a collaboration with TD SYNNEX (NYSE: SNX) intended to help public-sector, defense, critical infrastructure and enterprise customers assess and prepare AMD EPYC™ processor-based server environments for the post-quantum security transition. "Modern enterprises need…...

Sahm
sahmcapital.com > news > content > ai-is-making-hackers-smarter-and-palo-alto-and-crowdstrike-richer-2026-06-02

AI Is Making Hackers Smarter — And Palo Alto And CrowdStrike Richer

2+ mon, 2+ week ago   (424+ words) Palo Alto Networks, Inc. Investors have spent the last two years chasing AI winners such as Nvidia Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT) and Amazon.com, Inc. (NASDAQ:AMZN). But according to Wedbush analyst Dan Ives, another group may…...

Sahm
sahmcapital.com > news > content > f5s-kubernetes-native-security-and-ai-push-with-red-hat-could-be-a-game-changer-for-f5-ffiv-2026-05-16

F5’s Kubernetes-Native Security And AI Push With Red Hat Could Be A Game Changer For F5 (FFIV)

3+ mon, 6+ day ago   (106+ words) We've uncovered the 12 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them. F5’s narrative projects $3.9 billion revenue and $989.4 million earnings by 2029. This requires 6.9% yearly revenue growth and a roughly $281 million earnings increase from $708.2 million today. Uncover…...

Sahm
sahmcapital.com > news > content > crowdstrike-stock-surges-after-btig-raises-target-2026-05-14

CrowdStrike Stock Surges After BTIG Raises Target

3+ mon, 1+ week ago   (300+ words) CrowdStrike Holdings Inc (NASDAQ:CRWD) shares are climbing Thursday after BTIG raised its price target on the stock. Here’s what you need to know. Analyst Gray Powell lifted his target to $621 from $499 while keeping a Buy rating, noting improving sentiment…...