[UPDATE] Cyber names extended their uncatalysed fade on Friday, four sessions after record closes
Cyber names extended their uncatalysed fade on Friday (PANW -2.96%, CRWD -3.80%), four sessions after record closes driven by the Black Hat AI-agent threat discussion of 08-10. No new sector item landed over the weekend. Next dated checkpoint is Palo Alto Networks' fiscal Q4, which the company has announced for after the close on 2026-09-01 (period ended 07-31); CrowdStrike follows on 09-02. Reports circulating that PANW reports on 08-18 do not match the company's own notice.