Evercore ISI's quarterly channel survey found a strengthening budget outlook for cybersecurity, and Okta rose 4% to $209.48, CrowdStrike 4% to $247.19 and Palo Alto 4% to $367.89. Partners described healthy pipelines and saw no demand cliff ahead, with spending focused on data and AI security, identity protection and cloud environments. Okta showed the strongest pipeline momentum among the vendors surveyed. The First Trust NASDAQ Cybersecurity ETF rose 1% to $103.94, and the Invesco QQQ Trust gained 0.57% to $708.52. The article stresses that survey data reflects partner sentiment, so reported vendor results are needed to confirm the trend.
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QQQ
• NeutralInvesco QQQ Trust
Relevance: low
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/22/2026 | 704.59 |
| Change that session | -2.84% |
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