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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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CrowdStrike Surges 5%, Palo Alto and Okta Gain 4% as Cybersecurity Stocks Rally on Analyst Upgrades
24/7 Wall St.81d agobullish
CrowdStrike Surges 5%, Palo Alto and Okta Gain 4% as Cybersecurity Stocks Rally on Analyst Upgrades

Shares of major cybersecurity names are rallying in Monday’s midday session. CrowdStrike Holdings (NASDAQ:CRWD) stock is up 5% to $204 and change, leading the group higher. Palo Alto Networks (NASDAQ:PANW) shares are climbing 4% to $363, and Okta (NASDAQ:OKTA) stock is up 4% to $147. The Amplify Cybersecurity ETF (NYSE ARCA:HACK) is also higher, with ... CrowdStrike Surges 5%, Palo Alto and Okta Gain 4% as Cybersecurity Stocks Rally on Analyst Upgrades

Palo Alto Networks (PANW) Joins Israel’s TA 35 And TA 125 Indices
Simply Wall St.82d agoneutral
Palo Alto Networks (PANW) Joins Israel’s TA 35 And TA 125 Indices

Palo Alto Networks (NasdaqGS:PANW) is set to join Israel's TA-35 and TA-125 indices after its accelerated entry to the Tel Aviv Stock Exchange. The index additions follow the start of trading on the TASE and recent acquisitions that expanded the company's presence in Israel. Inclusion in these benchmark indices increases visibility to institutional and retail investors that track or reference the TA-35 and TA-125. Palo Alto Networks, a major cybersecurity platform provider, is moving deeper...

Robert W. Baird Maintains Buy Rating on Palo Alto Networks (PANW) Stock
Insider Monkey83d agobullish
Robert W. Baird Maintains Buy Rating on Palo Alto Networks (PANW) Stock

Palo Alto Networks, Inc. (NASDAQ:PANW) is one of the Best AI and Technology Stocks to Buy Now. On June 24, analyst Shrenik Kothari of Robert W. Baird maintained a “Buy” rating on the company’s stock, retaining the price objective of $320.00. The analyst’s rating is backed by several factors that are related to Palo Alto Networks, Inc. (NASDAQ:PANW)’s strategic […]

Brown Advisory Large-Cap Growth Strategy Invested in Palo Alto Networks (PANW) Defying Market Concerns
Insider Monkey84d agobullish
Brown Advisory Large-Cap Growth Strategy Invested in Palo Alto Networks (PANW) Defying Market Concerns

Brown Advisory, an investment management company, released its “Brown Large-Cap Growth Strategy” for the first-quarter 2026 investor letter. A copy of the letter is available to download here. The Brown Advisory Large-Cap Growth Strategy experienced a decline in the first quarter of 2026, modestly trailing the Russell 1000 Growth Index. Despite negative absolute returns amidst volatility, […]

Palantir Jumps 9% on NVIDIA Sovereign-AI Deal, Palo Alto Networks Climbs 4%
24/7 Wall St.85d agobullish
Palantir Jumps 9% on NVIDIA Sovereign-AI Deal, Palo Alto Networks Climbs 4%

Palantir Technologies (NASDAQ:PLTR) stock is up 9% to $127.31 in midday trading on Wednesday, leading a broad AI-software rally after the company unveiled a sovereign-AI partnership with NVIDIA (NASDAQ:NVDA). Palo Alto Networks (NASDAQ:PANW) stock is riding the risk-on tape higher, up 4% to $355.40. The move for Palantir stock caps a sharp reversal for a ... Palantir Jumps 9% on NVIDIA Sovereign-AI Deal, Palo Alto Networks Climbs 4%

Palo Alto Networks (PANW) Gains Momentum in AI Security and Observability
Insider Monkey86d agoneutral
Palo Alto Networks (PANW) Gains Momentum in AI Security and Observability

Palo Alto Networks, Inc. (NASDAQ:PANW) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. Robust revenue/ ARR beats in its fiscal Q3 2026 results have recently led Wall Street to reaffirm its positive rating on Palo Alto Networks. On June 26, Cantor Fitzgerald analyst Jonathan Ruykhaver reiterated an […]

IGV Investors: Watch Oracle’s Free Cash Flow as the Real Test of AI Capex Economics
24/7 Wall St.86d agoneutral
IGV Investors: Watch Oracle’s Free Cash Flow as the Real Test of AI Capex Economics

The iShares Expanded Tech-Software Sector ETF (NASDAQ:IGV) closed Friday at $88.20, down 16.5% year to date and 18.9% over the past year, despite the broader AI trade still drawing capital. IGV’s slide accelerated this month after top holding Oracle posted its worst week since the 2001 dot-com bust, dropping 19.4% in five sessions on debt ... IGV Investors: Watch Oracle’s Free Cash Flow as the Real Test of AI Capex Economics

Palo Alto Networks (PANW) Teams With IBM And Red Hat On AI Cyber Threats
Simply Wall St.87d agoneutral
Palo Alto Networks (PANW) Teams With IBM And Red Hat On AI Cyber Threats

Palo Alto Networks (NasdaqGS:PANW) announced a collaboration with IBM and Red Hat to address AI-driven cyber threats. The partnership focuses on open-source software and critical infrastructure environments. The companies plan to integrate virtual patching with software remediation and coordinated vulnerability response. Palo Alto Networks is a large cybersecurity company with a focus on network, cloud, and security operations platforms. This new collaboration with IBM and Red Hat speaks...

2 Software Stocks That Are Probably Safe From AI’s Disruption
24/7 Wall St.87d agoneutral
2 Software Stocks That Are Probably Safe From AI’s Disruption

You’d have to be pretty brave to go bargain-hunting in the hard-hit software scene, especially as the year started with a so-called SaaS-pocalypse sparked by AI disruption fears. Indeed, there’s a good chance that the selling has been overdone and that AI’s impact might be more benign than expected as the SaaS players pivot to ... 2 Software Stocks That Are Probably Safe From AI’s Disruption