zero-trust security

Broadcom launches VMware Cloud Foundation 9.1 for enterprise AI infrastructure, supporting multiple processors and hybrid compute. Stock surges to 52-week high at $431.61.

Healthcare cybersecurity market projected to grow from $35.78B in 2025 to $97.79B by 2031, with cloud security expanding fastest.

SUSE and NVIDIA launch SUSE AI Factory, a unified AI software stack enabling secure enterprise AI deployment with zero-trust security and digital sovereignty controls, targeting 2026 general availability.

CrowdStrike, Palo Alto Networks, and Zscaler positioned to capitalize on AI-driven cybersecurity spending surge through differentiated platform strategies.

IGEL awards five technology partners including Nutanix, Omnissa, HP, Imprivata, and NVIDIA for excellence in secure endpoint and cloud workspace solutions.

$ZS stock down 36% amid AI fears, but expanding attack surface and new threats like prompt injection attacks position the cybersecurity platform for substantial upside.

Zscaler demonstrates stronger fundamentals with 26% revenue growth versus Okta's 12%, making it the superior long-term investment despite both stocks declining.

Software stocks face AI disruption headwinds, but CrowdStrike, Zscaler, and Datadog offer structural advantages through cybersecurity demand, zero-trust adoption, and consumption-based pricing.