High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Palo Alto stock has soared as acquisitions accelerates growth, expands the company's cybersecurity platform and positions it for AI.
(Updates with index/price moves and company/geopolitical news from the first paragraph.) US equit
The S&P 500 and Nasdaq undercut key support as oil prices and Treasury yields jumped. How will bonds react to the Federal Reserve decision.
Nvidia’s CEO sees cybersecurity as AI’s next leg. CrowdStrike and Anthropic’s last two months suggest he’s not wrong.
Arora discusses platformization strategy as RPO hits $21.2 billion milestone.
Wall Street returns from summer vacation to a market suddenly bracing for a rate hike, with fresh analyst calls on Intel, Lockheed Martin, Amgen, and SpaceX adding more pressure points to an already tense week.
Even after a double-digit sell-off this week, Palo Alto stock is still up more than 80% in 2026.
Adobe stock has been a laggard in the software in the sector, but new CEO Anil Chakravarthy hopes to turn things around.
Zscaler posted a clean earnings beat and still sent the whole cybersecurity sector into retreat, raising an uncomfortable question about whether even the strongest growth numbers can justify where these stocks are priced right now.
ZS' Q4 earnings and revenues top estimates as rising platform adoption, AI demand and broad geographic growth drive 25% revenue growth and stronger ARR.
The cybersecurity giant beat every key metric and still got hammered. One analyst thinks the market got this one wrong.
The cybersecurity company posted adjusted earnings of $1.19 a share on revenue of $898.2 million, beating Wall Street expectations.
Legacy cybersecurity tools weren’t built for AI-speed threats, leaving older firewalls, SIEMs, and endpoint systems unprepared.
MongoDB crushed estimates and lifted guidance, then watched investors punish the stock anyway. The reason comes down to a single line buried in the earnings report that separates what the company reported from what it actually earned.
Palo Alto Networks Shares Slip as $1 Trillion AI Cybersecurity Risk Comes Into Focus
Palo Alto Networks' Q4 earnings beat estimates as revenues rise 34%, fueled by broad platform growth, record adoption and a 63% jump in NGS ARR.
Palo Alto Networks says AI-driven threats are accelerating platform demand as record Q4 adoption and acquisitions support fiscal 2027 growth.
Adjusted earnings per share were $1.02, up from 95 cents last year, ahead of Wall Street projections of 98 cents.
CEO Nikesh Arora says legacy security systems can't handle AI-speed attacks, calling it a long-term growth driver for the industry
The cybersecurity company posted $3.41 billion in revenue and $1.02 adjusted EPS, both above estimates, but its stock fell in after-hours trading
Honeywell Aerospace settles cyber whistleblower case; CrowdStrike helps law enforcement take down botnet.
Cybersecurity leader delivers a record fiscal Q4 with platformization momentum accelerating, while guiding to a more normalized growth trajectory in fiscal 2027.
Palo Alto Networks (NASDAQ:PANW) said it exceeded its guidance across financial metrics in the fiscal fourth quarter, closing fiscal 2026 with accelerating bookings growth, record remaining performance obligations and continued expansion in its next-generation security businesses. Chairman and Chie
Palo Alto Networks beat quarterly earnings and revenue expectations, while Next-Generation Security ARR jumped 63% year over year.
The Dow Jones and Nasdaq 100 fell below their 50-day lines as oil prices jumped. Dell, Palo Alto and Credo were earnings movers late.
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