Security Money: The Index and NASDAQ Diverge - BSW #435

Video Description

The Security Weekly 25 index and the NASDAQ diverge. Funding and acquisitions continue shift to AI. Are security stocks out of favor? Netskope enters the index, but does not replace CyberArk, as Thoma Bravo buys Verint. We’ll dig into all of this and more! The index is now made up of the following 25 stocks: SAIL Sailpoint Inc PANW Palo Alto Networks Inc CHKP Check Point Software Technologies Ltd RBRK Rubrik Inc GEN Gen Digital Inc FTNT Fortinet Inc AKAM Akamai Technologies Inc FFIV F5 Inc ZS Zscaler Inc OSPN Onespan Inc LDOS Leidos Holdings Inc QLYS Qualys Inc NTSK Netskope Inc CYBR Cyberark Software Ltd TENB Tenable Holdings Inc OKTA Okta Inc S SentinelOne Inc NET Cloudflare Inc CRWD Crowdstrike Holdings Inc NTCT NetScout Systems Inc VRNS Varonis Systems Inc RPD Rapid7 Inc FSLY Fastly Inc RDWR Radware Ltd ATEN A10 Networks Inc Visit https://www.securityweekly.com/bsw for all the latest episodes! Show Notes: https://securityweekly.com/bsw-435 00:00:00 Diving into Security Money: Index Divergence and Market Trends 00:03:49 The Divergence: NASDAQ Up, Security Index Down 00:06:19 Profitability Drives Performance: Best and Worst Stocks 00:08:33 Companies Use Debt to Fund AI Investments and Growth 00:11:42 Examining Individual Stock Performance Against the NASDAQ 00:18:55 Ecosystem Players, AI, and an Overhyped Security Market 00:21:41 Targeted AI Funding and the Lack of IPO Exits 00:25:20 Big Tech Acquisitions Reshape the Security Market Index 00:29:41 Industry Layoffs and the Unpredictable Nature of the Market