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Palo Alto Networks beats Q4 earnings on AI security demand
Proactive23d agobullish
Palo Alto Networks beats Q4 earnings on AI security demand

Palo Alto Networks Inc (NYSE:PANW, XETRA:5AP) reported fiscal fourth-quarter revenue and profit that topped analyst estimates, as the cybersecurity company closed out its fiscal year with a nearly $1 billion jump in net new next-generation security annual recurring revenue. Revenue came in at...

Micron Technology (MU) Gains Driven by Earnings Upgrades
Insider Monkey24d agobullish
Micron Technology (MU) Gains Driven by Earnings Upgrades

MD Sass, a boutique asset management firm, published its second-quarter investor update for its flagship, the “MD Sass Concentrated Value Strategy.” The letter can be downloaded here. In the first half of 2026, AI infrastructure stocks led the market, with the Russell 1000 Value increasing by 16.3%, outpacing the S&P 500 (10.2%) and Russell 1000 […]