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The 7 AI Categories Were Down 4%, On Average, This Week; Up 1% In May
Article By: Lorimer Wilson
Saturday, June 1, 2024 8:48 PM EDT
The 7 AI categories we track dropped, down 4.3% this week, and are now only up 1.3%  for the month of May.
In this article: PSDGRNOWNPSDGRNOWNPSDGRNOW, CRM, HPQ, S, EXAI, LNVGY, CDNS, NVDA, QCOM, SNPS, SDGR, WDAY, QLYS, TEAM, DELL, SNOW, RGTI
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5 Of 7 AI Categories Rose, Slightly, Over Past Week
Article By: Lorimer Wilson
Saturday, May 11, 2024 7:00 AM EDT
The 7 AI categories we track went up marginally (1.0%, on average) the second week of May, after having gone down 0.4% the previous week.
In this article: TSM, MKSI, MU, SHOP, ABCL, QLYS, RLAY, QBTS, RGTI
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April Recap: All 7 AI Category Portfolios Declined By 4%, On Average
Article By: Lorimer Wilson
Sunday, April 28, 2024 4:43 AM EDT
In recent articles I suggested that the AI sector was weakening and that was clearly evident in April when the 54 stocks in the 7 AI category portfolios tracked went down by 4.3%, on average.
In this article: AIQ, INTC, PANW, QLYS, CRWD, QBTS, RGTI
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Cybersecurity Software Stocks Index Only Up 2.3% In February; Now Up 10% YTD
Article By: Lorimer Wilson
Saturday, March 2, 2024 6:49 PM EDT
The projected 14% increase in cybersecurity spending in 2024 should have a positive affect on stocks in that category and, we hope, at least match the 42% increase of 2023. That being said, the category is off to a slow start in 2024.
In this article: QLYS, FTNT, PANW, CYBR, VRNS, CRWD, BUG
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Cybersecurity Software Stocks Index Dropped 8% Last Week, PANW Cuts Sales Forecast
Article By: Lorimer Wilson
Sunday, February 25, 2024 11:45 PM EDT
Cybersecurity stocks were hit hard last week after Palo Alto Networks lowered its full-year sales guidance, raising concerns about industrywide headwinds.
In this article: S, FTNT, CHKP, PANW, CYBR, QLYS, VRNS, ZS, TENB, CRWD, BUG
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