Earnings confirm infrastructure software, especially cyber-security, leads in AI era
TiernanRayTech · x · 2026-08-28
This week's reports affirm that infrastructure software, particularly cyber-security names, holds the best position in the AI age. Companies like Elastic, CrowdStrike, and Okta delivered strong performances. While Marvell sold off in late trading, it appears to be profit-taking after a significant rally, with the increased outlook being the key takeaway.
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