Full Segment Notes
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
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