Hardware Stocks Fall as Software Rises, With Cybersecurity Getting the Extra Lift
CrowdStrike hits a record as investors rotate out of AI chips and into software. Cyber names lead on AI-safety fears.
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Beat, Raise, Sell: Palo Alto Networks Faces Growth-Deceleration Math
Palo Alto beat Q4 revenue and EPS and bought Console to add AI agents to Cortex. Shares still fell on slower ARR growth and a rich valuation.
Palo Alto Networks’ $25 Billion Shopping Spree: The Deals It Sealed—and the Ones That Got Away
Nikesh Arora held talks to buy Okta and Datadog that fell through on price and interest.
Palo Alto Networks Smashes Expectations But Investors Sell on Disclosure Worries
Palo Alto beat Q3 expectations with strong growth, raised outlook, but shares fell on reporting changes and profit concerns.
Anthropic’s Project Glasswing Gives Cybersecurity Stocks a Big Boost
Anthropic’s new AI helps cybersecurity firms like Palo Alto & CrowdStrike defend systems, boosting their stocks and easing investor worries.
Benchmark Sees Huge Upside in Snowflake, Microsoft & Cybersecurity Leaders
Benchmark initiates Buy coverage on Snowflake, Microsoft, Palo Alto Networks, ServiceNow, and CrowdStrike.