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Boom Elevates Cybersecurity Valuations, Morgan Stanley Says Capital Shifting to Cheaper Names Like Okta and Fortinet","url":"https://stock-news.laohu8.com/highlight/detail?id=1143070496","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1143070496?lang=en_us&edition=fundamental","pubTime":"2026-09-29 23:50","pubTimestamp":1790697046,"startTime":"0","endTime":"0","summary":"According to a latest cybersecurity industry report from Morgan Stanley, the rapid development of AI agents is increasing security risks for enterprises, and cybersecurity spending is expected 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Could See Acceleration From Increased AI Safety Concerns, Morgan Stanley Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2671243496","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671243496?lang=en_us&edition=fundamental","pubTime":"2026-09-29 23:19","pubTimestamp":1790695154,"startTime":"0","endTime":"0","summary":"Okta  investors agreed that cyber could see acceleration from increased AI safety concerns, with platforms best positioned to capture that market opportunity, but valuations remain stretched and incremental investors await pullbacks on platforms, Morgan Stanley said Tuesday.According to the note, its analysis suggests acceleration in both share gains and market growth is already priced into the stocks, hence there is limited room for upside in current platform valuations. Morgan Stanley expects a combination of reluctant stragglers and squeezing of shorts to drive moves from here.Okta is generally seen as a secular winner from its Agentic Identity exposure, with investors questioning how quickly the acceleration can take place because of the agentic opportunity, the note said.Investors were receptive to Morgan Stanley's analysis of three potential scenarios of cyber spend in coming years, namely, Status Quo, Accelerated Spend in Catch-up, and Cyber Unable to Catch Breaches.The brokerag","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.mtnewswires.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"mtnewswires_news","symbols":["LU2272731600.USD","ARTY","BK4585","OKTA","BK4560","BUG","LU2065732104.USD","OKTG","SPAM","BK4528","BK4588","AIPO","LU1992135472.HKD","HAKY","LU2473716301.USD","AGIX","QTOC","IHAK","CHAT","LU2322448957.HKD","LU2286300806.USD","BK4116","LU1992135399.USD","LU2272731782.SGD","VTHR","LU2272731865.HKD","OKTX","LU2322448791.USD","PSWD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671243545","title":"NASDAQ Top and Bottom Performing Stocks at About 11:01 A.m. EDT on 2026-09-29","url":"https://stock-news.laohu8.com/highlight/detail?id=2671243545","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671243545?lang=en_us&edition=fundamental","pubTime":"2026-09-29 23:01","pubTimestamp":1790694066,"startTime":"0","endTime":"0","summary":"BUZZ - Nasdaq top and bottom performing stocks at about 11:01 a.m. EDT on 2026-09-29Nasdaq 100.NDXTop PerformersPercent ChangeLumentum Holdings Inc.LITE.OQ+6.7%ARM Holdings PLCARM.OQ+5.3%Nebius Group NVNBIS.OQ+5.0%CoreWeave, Inc.CRWV.OQ+4.3%Marvell Technology, Inc.MRVL.OQ+4.2%Bottom PerformersPercent ChangePalo Alto Networks, Inc.PANW.OQ-3.0%Walmart Inc.WMT.OQ-2.9%Ferrovial N.V.FER.OQ-2.3%T-Mobile US IncTMUS.OQ-2.1%Gilead Sciences, Inc.GILD.OQ-1.9%The Nasdaq 100.NDXgained 91.01 points, or 0.30%, to 30,367.82 and recorded no new highs and one new low. 37 stocks rose and 64 fell as declining issues outnumbered advancers by about a 1.7-to-1 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123.26, Change: +0.91, Percent Change: +0.74","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.mtnewswires.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"mtnewswires_news","symbols":["BUG","HACK","CIBR","AIPO","BK4585","BK4097","VTHR","NTSK","BK4588","BK4123","ARTY","AGIX","LDOS","HAKY","TEKX","IHAK","QTOC","CHAT","LU0006061336.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671214419","title":"Okta price target raised to $245 from $200 at Morgan 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Cl a Stock Rises Monday, Outperforms Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2671250931","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671250931?lang=en_us&edition=fundamental","pubTime":"2026-09-29 04:34","pubTimestamp":1790627640,"startTime":"0","endTime":"0","summary":"DJ CrowdStrike Holdings Inc. Cl A Stock Rises Monday, Outperforms MarketThis article was automatically generated by MarketWatch using technology from Automated Insights.Shares of CrowdStrike Holdings Inc. Cl A  rallied 2.82% to $259.25 Monday, on what proved to be an all-around dismal trading session for the stock market, with the S&P 500 Index  falling 0.77% to 7,683.69 and Dow Jones Industrial Average  falling 0.67% to 51,481.51.The stock's rise snapped a two-day losing streak.CrowdStrike Holdings Inc. Cl A closed 1.75% short of its 52-week high of $263.87, which the company reached on September 24th.Trading volume  remained 1.0 million below its 50-day average volume of 10.0 M.Data source: Dow Jones Market Data, FactSet. Data compiled September 28, 2026.","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1064131342.USD","CRWL","LU2272731782.SGD","CRWD","LU1923623000.USD","BK4598","LU2286300806.USD","BK4585","LU2357305700.SGD","SPAM","LU1917777945.USD","IE00B19Z9P08.USD","LU2023250504.SGD","CRWC","LU2265009873.SGD","IE00BZ9MQY76.HKD","LU0082616367.USD","LU2125909593.SGD","LU2211815571.USD","CIBR","HAKY","LU2125909916.SGD","CLOD","IGV","WCBR","LU0266013472.USD","LU1923622291.USD","BK4543","BK4551","LU1804176565.USD","LU1720051017.SGD","LU1974910355.USD","BK4560","AIPI","LU0081259029.USD","LU1988902786.USD","BK4588","LU2125909759.SGD","LU1548497426.USD","LU2106854487.HKD","IE00B19Z9Z06.USD","LU1923622614.USD","BK4532","LU1992135399.USD","LU0719512351.SGD","LU2125909247.SGD","BUG","LU1720051108.HKD","LU1992135472.HKD","PSWD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671505272","title":"Intel Corp. Stock Slides 5.7%, Underperforms Peers","url":"https://stock-news.laohu8.com/highlight/detail?id=2671505272","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2671505272?lang=en_us&edition=fundamental","pubTime":"2026-09-29 04:33","pubTimestamp":1790627580,"startTime":"0","endTime":"0","summary":"This article was automatically generated by Dow Jones using technology from Automated Insights.Shares of Intel Corp. slipped 5.7% to $116.03 on what proved to be an all-around rough trading session for the stock market, with the S&P 500 Index falling 0.8% to 7,683.69 and Dow Jones Industrial Average falling 0.7% to 51,481.51.This was the stock's second consecutive day of losses.Intel Corp. closed 18.5% below its 52-week high of $142.35, which the company reached on June 30th.The stock demonstrated a mixed performance when compared to some of its peers, as NVIDIA Corp. rose 1.7% to $228.86, Broadcom Inc. fell 0.9% to $349.57, and Qualcomm Inc. fell 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