|
Feb 18
|
|
$82.93
$82.93
+0.0%
|
LONG
|
Jay Clayton
U.S. Attorney for the Southern District of New York / Former SEC Chair
|
"What happens when a bot steals and misuses personal information?... You give it to a bot and the bot sells it to somebody else. The bot uses it against you." Clayton highlights a specific emerging risk: AI Agents (like "Open Claw") acting autonomously with user credentials. This expands the cyber attack surface from simple phishing to automated identity theft and unauthorized transactions. This creates a structural tailwind for Identity Access Management (OKTA) and Endpoint Security (CRWD/PANW) to secure the "human-to-bot" handoff. Long Cybersecurity/Identity infrastructure as the necessary guardrail for Agentic AI. Regulatory delays in defining liability could slow enterprise adoption of AI agents, delaying the security spend cycle. |
CNBC
Watch CNBC’s full interview with U.S. Attorne...
|
|
Feb 17
|
|
$82.46
$82.93
+0.6%
|
N/A
|
Finnhub News
|
— |
Finnhub - OKTA
Okta (OKTA) Stock Sinks As Market Gains: What...
|
|
Feb 17
|
|
$82.46
$82.93
+0.6%
|
N/A
|
Finnhub News
|
— |
Finnhub - OKTA
Samsara, Cadence Design Systems, BILL, Workiv...
|
|
Feb 17
|
|
$82.46
$82.93
+0.6%
|
N/A
|
Finnhub News
|
— |
Finnhub - OKTA
Here is What to Know Beyond Why Okta, Inc. (O...
|
|
Feb 17
|
|
$82.46
$82.93
+0.6%
|
N/A
|
Finnhub News
|
— |
Finnhub - OKTA
Okta shares are trading lower after multiple ...
|
|
Feb 17
|
|
$82.46
$82.93
+0.6%
|
N/A
|
Finnhub News
|
— |
Finnhub - OKTA
Truist Securities Maintains Buy on Okta, Lowe...
|
|
Feb 17
|
|
$82.46
$82.93
+0.6%
|
N/A
|
Finnhub News
|
— |
Finnhub - OKTA
Forecasting The Future: 26 Analyst Projection...
|
|
Feb 17
|
|
$82.46
$82.93
+0.6%
|
N/A
|
Finnhub News
|
— |
Finnhub - OKTA
Keybanc Maintains Overweight on Okta, Lowers ...
|
|
Feb 17
|
|
$82.46
$82.93
+0.6%
|
N/A
|
Finnhub News
|
— |
Finnhub - OKTA
Mizuho Maintains Outperform on Okta, Lowers P...
|
|
Feb 13
|
|
$87.26
$82.93
-5.0%
|
WATCH
|
Dmitry Solodin
Trader / Investor
|
The Cybersecurity sector has been beaten down alongside software. Security is non-discretionary spend. These companies are approaching attractive buy zones. Solodin is watching them for entry but notes some (like ZS) have questions regarding multi-cloud competition. WATCH (Potential Longs). Further sector rotation out of high-multiple tech. |
Dmitry Solodin
Почему упали ИНФОТЕХИ и стоит ли их ПОКУПАТЬ?...
|
|
Feb 13
|
|
$87.26
$82.93
-5.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - OKTA
Palo Alto Networks to Report Q2 Earnings: How...
|
|
Feb 12
|
|
$84.91
$82.93
-2.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - OKTA
Is Okta (OKTA) Pricing Reflect Its Mixed Retu...
|
|
Feb 12
|
|
$84.91
$82.93
-2.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - OKTA
Wall Street Analysts Think Okta (OKTA) Is a G...
|
|
Feb 07
|
|
$86.74
$82.93
-4.4%
|
LONG
|
Jim Cramer
Host, Mad Money
|
Cybersecurity stocks have been dragged down with the general software slump, but this is a mistake. AI does not replace cybersecurity; it makes it *more* critical. Bad actors will use AI to launch more sophisticated attacks, requiring the advanced defense tools provided by these consolidators. AI models (like Anthropic) cannot replicate the entrenched security infrastructure of Palo Alto or CrowdStrike. CrowdStrike and Palo Alto are top consolidators. Okta is essential for securing AI agents within enterprises. High valuations compared to the broader market. |
CNBC
Mad Money 02/06/26 | Audio Only
|