AI Fuels $280 Billion Cybersecurity Rally as Earnings Test Looms

Investors are about to get a read on the durability of the soaring rally in cybersecurity stocks when two of the industry’s major players report earnings in the coming days.

Palo Alto Networks Inc., whose shares leaped 57% last month alone, releases its results after the market close on Tuesday. CrowdStrike Holdings Inc., which soared 64% in May, reports on Wednesday. Both stocks are coming off their best months ever, trading near records after gaining roughly 60% in 2026, and are among the 30 top performers in the S&P 500 Index this year.

The gains are being fueled ...