# Inflation cools and rate-hike fears melt away — long cybersecurity stocks

_AI-generated trading idea · LONG · CRWD, PANW_

> Canonical page: https://commonquant.ai/research/for-you/inflation-cools-and-rate-hike-fears-melt-away-long-cybersecu--d853f171-d7d6-4bf2-8313-3ccbd4f6df2b

Fresh data shows US prices actually fell last month for the first time in years, calming fears of more interest rate hikes. This positive surprise immediately sparked a big rally in tech-related growth stocks like cybersecurity companies.

## Idea

The latest inflation report showed prices dropping unexpectedly, which immediately lowered the odds of another interest rate hike from the Federal Reserve. When borrowing costs are expected to stay low, investors feel more confident paying premium prices for fast-growing tech companies. We already saw cybersecurity stocks like CrowdStrike and Palo Alto surge on this exact news. With bond yields falling in response to the inflation data, this creates a perfect tailwind for high-growth software stocks to continue their upward momentum.

## Key details

- Symbols: CRWD, PANW
- Timeframes: H4, D1
- Tags: \#rate-cuts, \#growth, \#inflation-data, \#cybersecurity

## Community

- Upvotes: 0
- Views: 0
- Copies: 0
- Cosigns: 0

## News sources

- [US CPI Falls for the First Time Since 2020, Core Gauge Flat](https://www.bloomberg.com/news/articles/2026-07-14/us-cpi-falls-for-the-first-time-since-2020-core-gauge-unchanged) — Bloomberg
- [Treasuries Rally as Cool CPI Data Cuts July Fed Hike Bets to 20%](https://www.bloomberg.com/news/articles/2026-07-14/treasuries-rally-as-cool-cpi-data-cuts-july-fed-hike-bets-to-20) — Bloomberg
- [U.S. June CPI fell 0.4%, likely cooling move toward Fed rate hikes](https://www.coindesk.com/markets/2026/07/14/u-s-june-cpi-fell-0-4-likely-cooling-move-toward-fed-rate-hikes) — CoinDesk
- [CrowdStrike Climbs 11%, Palo Alto Rises 7% as Cybersecurity Stocks Rally on Cooling Inflation](https://finance.yahoo.com/markets/stocks/articles/crowdstrike-climbs-11-palo-alto-171612684.html) — Yahoo Finance

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