CrowdStrike and Palo Alto Networks lead software stocks to a never-before-seen feat
Published . Updated .
The software sector outperformed the chip sector to a historic degree in the face of escalating AI fears.
Directly affected
- PANW Palo Alto Networks
Named in this report.
Indirectly affected
- AOSL ALPHA & OMEGA SEMICONDUCTOR LT SHS
GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- GCTS GCT SEMICONDUCTOR HLDG INC
GA selected GCTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- NVTS NAVITAS SEMICONDUCTOR CORP
GA selected NVTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- ON ON SEMICONDUCTOR CORPORATION
GA selected ON as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- TSEM TOWER SEMICONDUCTOR LTD
GA selected TSEM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- TSM TAIWAN SEMICONDUCTOR MANUFAC
GA selected TSM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
Price reaction, T-5 to T+3
How far Palo Alto Networks (PANW) has moved since 14 Sep 2026
Since the first closing price after “CrowdStrike and Palo Alto Networks lead software stocks to a never-before-seen feat,” Palo Alto Networks (PANW) is -7.51%. The S&P 500 fund (SPY) is +1.21% over the same days, a -8.72% difference versus the market.
Official trades in Palo Alto Networks (PANW) around 14 Sep 2026
- Gilbert Cisneros buy On Semiconductor (ON) ($15,001 - $50,000). That is 14 days after publication, inside 30 days. The filing is listed beside the story “CrowdStrike and Palo Alto Networks lead software stocks to a never-before-seen feat.”
- Rohit Khanna buy On Semiconductor (ON) ($15,001 - $50,000). That is 9 days after publication, inside 30 days. The filing is listed beside the story “CrowdStrike and Palo Alto Networks lead software stocks to a never-before-seen feat.”
- Gilbert Cisneros buy Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 8 days after publication, inside 30 days. The filing is listed beside the story “CrowdStrike and Palo Alto Networks lead software stocks to a never-before-seen feat.”
- Donald J Trump sell Palo Alto Networks (PANW) ($15,001 - $50,000). That is 17 days before publication, inside 30 days. The filing is listed beside the story “CrowdStrike and Palo Alto Networks lead software stocks to a never-before-seen feat.”
- Michael T. McCaul sell Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 20 days before publication, inside 30 days. The filing is listed beside the story “CrowdStrike and Palo Alto Networks lead software stocks to a never-before-seen feat.”
- Richard W. Allen buy Taiwan Semiconductor Manufacturing (TSM) ($1,001 - $15,000). That is 33 days before publication, inside 60 days. The filing is listed beside the story “CrowdStrike and Palo Alto Networks lead software stocks to a never-before-seen feat.”
- Michael T. McCaul buy Tower Semiconductor (TSEM) ($50,001 - $100,000). That is 38 days before publication, inside 60 days. The filing is listed beside the story “CrowdStrike and Palo Alto Networks lead software stocks to a never-before-seen feat.”
- John J McGuire III sell Palo Alto Networks (PANW) ($1,001 - $15,000). That is 45 days before publication, inside 60 days. The filing is listed beside the story “CrowdStrike and Palo Alto Networks lead software stocks to a never-before-seen feat.”
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Palo Alto Networks (PANW)
Companies carried with this story
- PANW Palo Alto Networks
In “CrowdStrike and Palo Alto Networks lead software stocks to a never-before-seen feat,” Palo Alto Networks (PANW) is linked, with no stored direction, high confidence. Reason on file: The reported development directly names PALO ALTO NETWORKS INC in the headline; GA resolved that company to PANW
- AOSL Alpha & Omega Semiconductor
Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence in the 14 Sep 2026 story “CrowdStrike and Palo Alto Networks lead software stocks to a never-before-seen feat.” Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- GCTS GCT Semiconductor Holding
For “CrowdStrike and Palo Alto Networks lead software stocks to a never-before-seen feat,” GCT Semiconductor Holding (GCTS) is linked, with no stored direction, medium confidence. Reason on file: GA selected GCTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- NVTS Navitas Semiconductor
In “CrowdStrike and Palo Alto Networks lead software stocks to a never-before-seen feat,” Navitas Semiconductor (NVTS) is linked, with no stored direction, medium confidence. Reason on file: GA selected NVTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ON On Semiconductor
For “CrowdStrike and Palo Alto Networks lead software stocks to a never-before-seen feat,” On Semiconductor (ON) is linked, with no stored direction, medium confidence. Reason on file: GA selected ON as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- TSEM Tower Semiconductor
Tower Semiconductor (TSEM) is linked, with no stored direction, medium confidence in the 14 Sep 2026 story “CrowdStrike and Palo Alto Networks lead software stocks to a never-before-seen feat.” Reason on file: GA selected TSEM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- TSM Taiwan Semiconductor Manufacturing
In “CrowdStrike and Palo Alto Networks lead software stocks to a never-before-seen feat,” Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, medium confidence. Reason on file: GA selected TSM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Palo Alto Networks (PANW)
On 14 Sep 2026, “CrowdStrike and Palo Alto Networks lead software stocks to a never-before-seen feat” is the story that connects Palo Alto Networks (PANW) to this story.
For Palo Alto Networks (PANW), the reason on file says The reported development directly names PALO ALTO NETWORKS INC in the headline; GA resolved that company to PANW
Alpha & Omega Semiconductor (AOSL) is here too. Its reason reads: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Dates in the story, and the Palo Alto Networks (PANW) price range
AOSL traded between 21.68 and 30.88 across 20 sessions. The latest close on file is 22.59. GCTS traded between 1.51 and 2.26 across 20 sessions. The latest close on file is 1.51. PANW traded between 339.70 and 432.23 across 20 sessions. The latest close on file is 346.95.
What the saved facts support for Palo Alto Networks (PANW)
100 out of 100
“CrowdStrike and Palo Alto Networks lead software stocks to a never-before-seen feat” scores 100 out of 100. The score uses 7 linked companies.