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

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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Show Notes: https://securityweekly.com/bsw-435