Nike Is Being Deleted From the S&P 100. Is Its Seat in the Dow Jones Industrial Average in Jeopardy?

Nike has been removed from the S&P 100 effective September 21 as part of quarterly rebalancing, marking a significant decline for the company. With stock prices at 12-year lows, declining revenue and earnings, and operating margins plummeting, Nike is now the lowest-ranked component in the Dow Jones Industrial Average, putting its membership in jeopardy. The article suggests investors should wait for concrete signs of a sustained turnaround before buying the stock.

09/12/2026, 5:15 AM • The Motley Fool

Why Palo Alto Networks Stock Jumped 15% In August Before Falling This Week

Palo Alto Networks stock surged 15% in August driven by strong demand for cybersecurity solutions amid AI threats, but fell over 10% this week after reporting Q4 earnings with disappointing fiscal 2027 guidance of 23-24% revenue growth. The stock trades at a premium P/S ratio of 22x, requiring investors to believe in sustained 20%+ growth and significant margin expansion to justify current valuations.

09/03/2026, 2:08 PM • The Motley Fool

Zscaler's Next Earnings Report on September 3 Could Send the Stock Soaring. Here's Why.

Zscaler reports fiscal Q4 earnings on September 3 with low expectations set by conservative management guidance. The key catalyst for stock movement will be forward guidance, particularly ARR growth rates. With peers CrowdStrike and Palo Alto Networks recently reporting strong results driven by AI-boosted cybersecurity demand, Zscaler could benefit from similar tailwinds if it demonstrates traction in agentic AI security.

09/02/2026, 12:26 PM • The Motley Fool

Stock Market Today, Sept. 1: Stocks Slide and Oil Surges Amid U.S.-Iran Tension

U.S. stock markets declined on September 1, 2026, as rising crude oil prices and Treasury yields pressured equities following escalating U.S.-Iran tensions. The S&P 500 fell 0.71%, the Dow dropped 0.79%, and the Nasdaq declined 1.03%, with technology stocks leading the selloff. Growth stocks underperformed value stocks, while oil surged 5%.

09/01/2026, 5:02 PM • The Motley Fool

Why Did Palo Alto Networks Drop Today?

Palo Alto Networks stock fell 4.7% despite a Scotiabank analyst raising the price target to $430, as investors await Q4 earnings. The analyst's cautious guidance suggests the stock may only remain flat if the company reports lower-than-consensus revenue targets for 2027, indicating potential disappointment ahead. With shares trading at double their five-year average valuation, the stock appears overvalued and vulnerable to a decline if guidance misses expectations.

09/01/2026, 10:19 AM • The Motley Fool

Criminal IP Appoints Reconn as Distributor for TI & ASM Across Middle East & Africa

Criminal IP, a cyber threat intelligence and attack surface management platform developed by AI SPERA, has appointed Reconn as its distributor for the Middle East and Africa region. The partnership aims to provide SOC teams, MSSPs, and security operations centers with threat intelligence capabilities including real-time IP intelligence, domain scanning, and dark web monitoring. Criminal IP operates in over 150 countries and has integrated with 40+ cybersecurity platforms.

09/01/2026, 10:00 AM • GlobeNewswire

Why Palo Alto Networks Stock Just Popped

Palo Alto Networks stock surged 11.1% on reports the cybersecurity company is shifting into acquisition mode. After failed attempts to acquire Okta and Datadog at lower valuations, Palo Alto is now targeting smaller companies Cribl and ClickHouse for potential acquisition.

08/27/2026, 10:22 AM • The Motley Fool

SentinelOne Is Up 42% This Year and Reports Earnings on August 27. Should You Buy Before the Earnings Release?

SentinelOne's stock has risen 42% this year on the strength of its AI-native cybersecurity platform, but the article advises against buying before its August 27 earnings report. While the company offers competitive advantages through its Singularity platform and trades at a lower valuation than peers, it faces intense competition from larger players, has consistently missed revenue estimates, and remains unprofitable with no clear path to profitability.

08/23/2026, 1:20 PM • The Motley Fool

If a Stock Market Crash Is Coming, These 2 Growth Stocks Might Be Worth Selling

With the S&P 500 trading at historically high valuations (CAPE ratio of 41.9) amid geopolitical tensions and elevated inflation, growth stocks with lofty valuations are vulnerable to sharp corrections. AMD and CrowdStrike are identified as two popular tech stocks trading at premium valuations that could be worth selling if a market downturn occurs.

08/20/2026, 6:15 AM • The Motley Fool

CrowdStrike Is One of My Largest Holdings and Trading Near Its All-Time High. Here's Why I'm Not Buying More Shares Right Now.

Despite CrowdStrike's strong business performance with record cash flows and 24% ARR growth, the author is avoiding buying more shares due to its expensive valuation of 44 times sales. While the company remains a long-term hold, the author believes better entry points will emerge and is deploying capital to more fairly valued stocks.

08/15/2026, 8:30 PM • The Motley Fool

Palo Alto Networks Is Worth Nearly $300 Billion. A Year Ago It Was Worth About $113 Billion.

Palo Alto Networks' market value nearly tripled in a year from $113 billion to $295 billion, but the underlying business growth doesn't justify the valuation increase. While the company showed solid Q3 results with 31% revenue growth and strong next-generation security ARR growth of 60%, much of this came from acquisitions. The stock now trades at 96x forward earnings, pricing in years of excellent execution with limited margin of safety.

08/09/2026, 11:34 AM • The Motley Fool

The AI Trade Rotation: Money Is Moving Out of Chips and Into This

Investors are rotating money from semiconductor stocks into software stocks in 2026. While chip stocks like Intel have surged over 170% year-to-date, they've become expensive. Meanwhile, software-as-a-service stocks were heavily sold earlier in the year due to AI disruption fears, making them attractive valuations. However, the article advises against abandoning chip stocks entirely, as they continue strong earnings growth and some like Nvidia maintain reasonable valuations.

08/08/2026, 3:54 AM • The Motley Fool

Meet the Spectacular ETF With Big Positions in Stocks Like Palantir, Microsoft, and Salesforce. It Could be a Brilliant Buy as the AI Trade Unwinds.

The iShares Expanded Tech-Software ETF (IGV) has declined 11% this year amid AI disruption concerns, but recent momentum loss in the AI infrastructure boom could present a buying opportunity. Rising chip costs have forced companies to cut AI spending, and reports show businesses are hiring more humans and routing tasks to cheaper AI models, potentially easing pressure on legacy software vendors.

07/30/2026, 1:23 PM • The Motley Fool

Cribl acquiert CardinalOps pour étendre sa plateforme d'IA aux opérations de sécurité

Cribl announced the acquisition of CardinalOps, an agentic detection engineering solution, to enhance its AI telemetry platform with advanced threat detection capabilities. The acquisition enables customers to improve threat coverage, reduce security data costs, and modernize traditional SIEM architectures with an open, flexible alternative. Cribl will also establish a new office in Tel-Aviv to access Israeli cybersecurity talent.

07/20/2026, 3:00 AM • GlobeNewswire

Why Did Palo Alto Networks Stock Drop Today?

Palo Alto Networks stock fell 4.9% on Wednesday despite Evercore ISI analyst Peter Levine raising his price target from $320 to $415, citing strong positioning in cybersecurity and expected free cash flow growth. However, Levine's $6.5 billion FCF forecast for 2027 significantly exceeds Wall Street consensus of $5.2 billion, raising questions about valuation at 52x projected FCF if growth targets aren't met.

07/08/2026, 6:04 PM • The Motley Fool