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Dell and Palo Alto both report the same evening after doubling in price this year, but only one of these crowded trades holds up for a retirement portfolio when the numbers on valuation, volatility, and earnings history are stacked side by side.

Today Meetings: G20 finance ministers and central-bank governors meeting Economic data: Texas manufacturing outlook survey, agricultural prices, portfolio holdings of foreign securities, preliminary results Tomorrow Executive Moves: John Ternus succeeds Tim Cook as Apple’s CEO Fed speaker: Fed governor Michael Barr, 9:05 a.

Cybersecurity platform provider Palo Alto Networks (NASDAQ:PANW) will be reporting earnings this Tuesday after market hours. Here’s what investors should know.

CrowdStrike just posted its best quarter ever and sent cybersecurity stocks surging, but history shows Palo Alto Networks has a nasty habit of falling on strong earnings reports, and the buy side has already baked in a beat.

Markets reacted sharply to Fed Chair Kevin Warsh's hawkish Jackson Hole comments suggesting potential future interest rate hikes.

Palo Alto Networks heads into earnings with surging expectations, but investors may need more than strong headline growth to justify the stock's enormous rally.

A blowout quarter sent shares soaring and made three Wall Street firms rethink what this stock is worth.

Palo Alto Networks is scheduled to report earnings Tuesday afternoon, with the cybersecurity stock seen potentially reaching a fresh high following the report.
Opening Bid Host Brooke DiPalma is joined by the panel of Prime Capital Financial chief investment officer Will McGough, Slatestone Wealth chief market strategist Kenny Polcari, and F.L. Putnam Investment Management co-chief market strategist & portfolio manager Ellen Hazen to weigh whether now is the time to buy into software stocks.

FTNT's platform momentum gains traction as CMMC certification, AI security and product expansion fuel demand across enterprise and government markets.

PANW heads into Q4 earnings with platformization, AI-security adoption and deal wins supporting growth, while acquisition costs pose pressure.

SentinelOne (NYSE:S) delivered a revenue beat and a record operating margin, yet a trimmed full-year profit outlook is what investors focused on Friday morning. The reaction pulled the broader cybersecurity group lower even as the S&P 500 held steady, a rare split between a specific-name catalyst and the broad market. SentinelOne stock is down 8% […]

The S&P 500 Index ($SPX ) (SPY ) is up by +0.17% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.18%. E-mini S&P futures (ESU26 ) are up +0.10%, and September E-mini...

CrowdStrike shares jumped 14% after beating Q2 FY2027 estimates and raising its ARR outlook, as agentic AI-driven cybersecurity demand fuels growth alongside rivals like Palo Alto Networks.

Ahead of the fourth-quarter fiscal 2026 report on September 1, Benchmark raised its price target on Palo Alto Networks, Inc. (NASDAQ:PANW) to $400 from $340 while maintaining a Buy rating. According to analyst Yi Fu Lee, PANW is positioned to exceed consensus expectations for next generation security annual recurring revenue, revenue, operating income and margin, […]
“All supply constraints over time have to equate, when excess profits are made in a category all innovators arrive,” Arora said.

Palo Alto Networks (NasdaqGS:PANW) announced a multi-year global partnership with NTT DATA to support secure AI adoption for large enterprises. The agreement is described as the company's first multi-year arrangement with a global systems integrator and includes co-engineering and early access to platform updates. Palo Alto Networks also expanded its integration with Zero Networks to combine AI-driven threat detection with AI-enabled microsegmentation and hybrid infrastructure...

Shares of cybersecurity platform provider Palo Alto Networks (NASDAQ:PANW) jumped 12% in the afternoon session after peer cybersecurity firm CrowdStrike reported stronger-than-expected quarterly financial results, lifting investor sentiment across the cybersecurity sector.

Palo Alto Networks is increasingly using its platform strategy to deepen customer relationships and capture a larger share of enterprise security spending.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.59% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.33%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +1.03%. E-mini S&P futures (ESU26 ) are up +0.55%, and September E-mini...

Synopsys beats Q3 estimates as EDA and Ansys fuel strong growth, while higher margins and an upgraded fiscal 2026 outlook add momentum.

CrowdStrike beats Q2 estimates as record net new ARR, Falcon Flex adoption and AI-security demand drive growth and a higher fiscal 2027 outlook.



