CrowdStrike Holdings, Inc.

Palo Alto Networks, Inc.

Zscaler, Inc.

Dan Ives named his favorites in the cybersecurity sector for 2026

Wedbush bets on 3 cybersecurity stocks. Why should the AI boom spur them on?

Microsoft Corporation

Carvana Co.

Spotify Technology S.A.

Affirm Holdings, Inc.

One of the securities on the list has lost 30% of its value over the past month

JPMorgan picks "undervalued" stocks for which AI is not a threat

Oracle Corporation

Cloudflare, Inc.

Salesforce, Inc.

The Bank presented a ready-made portfolio with long and short positions

Goldman offered stocks to protect against the "soft-apocalypse." They are growing faster than the S&amp;P 500

ServiceNow, Inc.

JPMorgan suggested the three software developer stocks it considers most resilient to the threat of AI

UBS downgraded the U.S. technology sector. Sell or buy shares?

Snowflake Inc.

The scale of the selloff in software vendor stocks is perplexing to one of Wall Street's top "technobulls"

Wall Street's chief techno-optimist names 5 stocks to buy in the "soft-apocalypse"

Palantir Technologies Inc.

Wedbush analyst Dan Ives, popular with retail investors and one of the most prominent tech optimists on Wall Street, has named his two key AI bets for 2026. They are Palantir, which develops big data analytics platforms and AI solutions, including for military customers, and CrowdStrike, which specializes in cybersecurity and infrastructure protection using artificial intelligence, <a href="https://www.tipranks.com/news/article/palantir-and-crowdstrike-daniel-ives-reveals-his-top-ai-stocks-for-2026">writes</a> TipRanks.

Wall Street's chief techno-optimist Dan Ives named two key AI stocks for 2026

NVIDIA Corporation

Marvell Technology, Inc.

Alphabet Inc.

The Boeing Company

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: PMI statistics will determine the activity of "bulls"

CrowdStrike shares were down about 1.5% in extended trading on Dec. 2.

CrowdStrike improved its earnings outlook thanks to AI demand. What to do with stocks?

Moderna, Inc.

Morning in New York: focus on reports in the absence of macro drivers

Dollar Tree, Inc.

Wall Street begins the last month of the year with a <a href="https://www.barrons.com/articles/salesforce-marvell-technology-dollar-general-ulta-beauty-and-more-stocks-to-watch-this-week-c660c7b4?mod=RTA#:~:text=a%20packed%20slate%20of%20earnings%20and%20economic%20data">busy</a> schedule of macroeconomic data releases and corporate reporting. Since any signs of weakness in the labor market or economic activity will increase the likelihood of a Fed interest rate cut, the market may react to the results of the November surveys on industrial and service sector sentiment, as well as employment data to be released in the U.S. this week, The Wall Street Journal <a href="https://www.wsj.com/economy/week-ahead-for-fx-bonds-u-s-ism-adp-data-in-focus-as-fed-rate-cut-looks-likely-d98de199?mod=economy_feat3_central-banking_pos2#:~:text=ISM%20surveys%20for%20November%20for%20manufacturing%20on%20Monday%20and%20services%20on%20Wednesday%2C%20as%20well%20as%20the%20ADP%20private%20payrolls%20figures%20for%20November%20on%20Monday%2C%20will%20be%20closely%20watched.%20Any%20signs%20of%20weakness%20in%20the%20job%20market%20or%20in%20economic%20activity%20would%20add%20to%20prospects%20of%20a%20rate%20cut.">writes.</a> Traders now estimate the probability of a rate cut at the December meeting of the central bank at about 80% - indicating that the market does not yet consider the issue fully resolved, WSJ <a href="https://www.wsj.com/economy/week-ahead-for-fx-bonds-u-s-ism-adp-data-in-focus-as-fed-rate-cut-looks-likely-d98de199?mod=economy_feat3_central-banking_pos2#:~:text=Most%20market%20commentators%20expect%20a%20rate%20cut%2C%20but%20it%20isn%E2%80%99t%20yet%20considered%20a%20done%20deal.%20U.S.%20money%20markets%20currently%20price%20around%20an%2080%25%20chance%20of%20a%20rate%20reduction.">notes</a>. The Fed itself late last week <a href="https://finance.yahoo.com/news/stocks-drift-back-towards-record-highs-as-the-final-month-of-2025-gets-underway-what-to-watch-this-week-122743129.html?guccounter=1&amp;guce_referrer=aHR0cHM6Ly9maW5hbmNlLnlhaG9vLmNvbS9uZXdzLw&amp;guce_referrer_sig=AQAAAGMfpdQ197q3j2A6VuOXkEy6Amd2MpudikCdhDVbwuIlfJy8aYipfZICQVWSAmxKR7eHxtVSoa4gk1CGiuNp8BiRWy1vd3d_sCAZJ0SECg5h89NpNHHgohfVRjNcP58ZU3eFBMOZK2iOn55agc3A8nq-1EcQSN2R1yP3zYard4yU#:~:text=The%20Fed%20entered%20its%20mandatory%20blackout%20period%20on%20Saturday%2C%20marking%20the%20start%20of%20a%20quiet%20week%20and%20a%20half%20before%20the%20Federal%20Open%20Market%20Committee%20meets%20on%20Dec.%209%2D10.">entered a</a> period of silence before the December meeting.

Salesforce and discounters report: what investors need to know this week

Arm Holdings plc

SoftBank Vision Fund is cutting 20% of its staff, focusing on Masayoshi Son's multi-billion-dollar bets in artificial intelligence and infrastructure. Chinese gold miner Zijin Gold is preparing a $3.2 billion IPO in Hong Kong, its largest since Ma, and CrowdStrike shares are up 13% after an optimistic outlook. These and other topics - in our review of key events by the morning of September 19.

Highlights for the morning: SoftBank bets on AI, CrowdStrike's ambitions and a major IPO in Hong Kong

The market for cybersecurity solutions will grow at an average annual rate of 12% over the next few years, the bank expects