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Fortinet and Arista Networks announced a partnership on December 17, 2025, for a secure AI data center solution that claims to improve performance by up to 33x by offloading cryptographic tasks to specialized hardware.
On December 17, 2025, Wall Street analysts issued key upgrades for Airbnb (ABNB) to $170 and initiated Spotify (SPOT) at $800, while downgrading MGM Resorts (MGM) to $38 on a negative Las Vegas outlook.
DBV Technologies' U.S. shares surged 31% after the French pharmaceutical company reported positive topline results from a Phase 3 trial of its peanut patch for children.
Cybersecurity firm Fortinet (FTNT) saw its stock fall 22% despite beating earnings estimates. Cautious third-quarter revenue guidance and existing premium valuation metrics triggered significant investor concern over the company’s future growth trajectory.
Tenable appointed former Microsoft cloud security executive Vlad Korsunsky as its new CTO, signaling a strategic pivot to deepen its capabilities in cloud security and align with dominant market trends.
Push Security has identified a novel phishing vector, "ConsentFix," capable of bypassing multi-factor authentication on Microsoft accounts by exploiting OAuth consent screens. This attack elevates corporate security risks by enabling direct account takeovers without compromising user passwords.
CrowdStrike Holdings (CRWD) reported strong third-quarter earnings that beat expectations. However, the stock fell as investors focused on the company's high valuation and competitive pressures within the cybersecurity sector, signaling broader market scrutiny of high-growth tech stocks.
Palo Alto Networks beat fiscal Q1 2026 estimates but saw shares dip amid an aggressive M&A strategy. The company is acquiring Chronosphere for $3.35 billion and closing a $25 billion deal for CyberArk to build an end-to-end AI security platform.