Security Money: The Index and NASDAQ Diverge - BSW #435

Security Money: The Index and NASDAQ Diverge - BSW #435

Author: Security Weekly Productions February 18, 2026 Duration: 32:13

The Security Weekly 25 index and the NASDAQ diverge. Funding and acquisitions continue shift to AI. Are security stocks out of favor? Netskope enters the index, but does not replace CyberArk, as Thoma Bravo buys Verint. We'll dig into all of this and more!

The index is now made up of the following 25 stocks:

SAIL Sailpoint Inc PANW Palo Alto Networks Inc CHKP Check Point Software Technologies Ltd RBRK Rubrik Inc GEN Gen Digital Inc FTNT Fortinet Inc AKAM Akamai Technologies Inc FFIV F5 Inc ZS Zscaler Inc OSPN Onespan Inc LDOS Leidos Holdings Inc QLYS Qualys Inc NTSK Netskope Inc CYBR Cyberark Software Ltd TENB Tenable Holdings Inc OKTA Okta Inc S SentinelOne Inc NET Cloudflare Inc CRWD Crowdstrike Holdings Inc NTCT NetScout Systems Inc VRNS Varonis Systems Inc RPD Rapid7 Inc FSLY Fastly Inc RDWR Radware Ltd ATEN A10 Networks Inc

Show Notes: https://securityweekly.com/bsw-435


Dive into the ever-evolving world of digital defense with the Security Weekly Podcast Network (Video). Produced by Security Weekly Productions, this network isn't a single perspective but a comprehensive hub where different facets of cybersecurity come into focus through distinct, dedicated shows. You'll find episodes from series like Application Security Weekly, Business Security Weekly, Paul's Security Weekly, Enterprise Security Weekly, and Security Weekly News, all curated in one feed. This structure means that whether you're analyzing code, shaping corporate policy, or managing infrastructure, there's relevant content for you. The discussions move beyond headlines, offering practical analysis and expert insights that help make sense of complex threats and solutions. By blending technology deep dives with timely news commentary, this video podcast provides a multi-dimensional view of the field, suitable for professionals who need to stay informed and enthusiasts curious about how security shapes our digital lives. It’s a consistent resource for anyone looking to understand not just what is happening in cybersecurity, but why it matters and how to respond.
Author: Language: English Episodes: 100

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