20 hours ago
Starting the lightning round on September 14, when a caller inquired about SentinelOne, Inc. (NYSE:S), Mad Money host Jim Cramer remarked:
No, look, I think you don't need, look, my Charitable Trust owns both Palo Alto and CrowdStrike. It's already too many. I think either one of those two is superior to letter S.
The latest results show a large difference in scale. SentinelOne's fiscal second-quarter 2027 revenue rose 21% year over year to $292 million, while annualized recurring revenue increased 22% to $1.218 billion. Palo Alto Networks, Inc.'s (NASDAQ:PANW) fiscal fourth-quarter 2026 revenue rose 34% to $3.41 billion, while Next-Generation Security ARR increased 63% to $9.10 billion. Additionally, we have discussed CRWD in our recent article, "Jim Cramer Highlights CrowdStrike (CRWD) as AI Security Concerns Lift Cybersecurity Stocks."
SentinelOne, Inc. (NYSE:S) non-GAAP operating margin reached 10% in fiscal Q2 2027, up from 2% a year earlier, while its GAAP operating margin improved to negative 31% from negative 33%. The company guided for fiscal third-quarter revenue of $309 million to $311 million and full-year revenue of $1.202 billion to $1.207 billion.
Palo Alto Networks, Inc. (NASDAQ:PANW) reported approximately $1 billion of non-GAAP operating income in its fiscal fourth quarter of 2026, compared with $768 million a year earlier. Adjusted free cash flow reached approximately $1.3 billion, while GAAP operating income was $172 million versus $497 million a year earlier. Palo Alto CEO Nikesh Arora said in the September 1 earnings release that the latest advances in AI are "elevating cybersecurity to the top of the CIO priority list."
#billion #year #gaap #operating
No, look, I think you don't need, look, my Charitable Trust owns both Palo Alto and CrowdStrike. It's already too many. I think either one of those two is superior to letter S.
The latest results show a large difference in scale. SentinelOne's fiscal second-quarter 2027 revenue rose 21% year over year to $292 million, while annualized recurring revenue increased 22% to $1.218 billion. Palo Alto Networks, Inc.'s (NASDAQ:PANW) fiscal fourth-quarter 2026 revenue rose 34% to $3.41 billion, while Next-Generation Security ARR increased 63% to $9.10 billion. Additionally, we have discussed CRWD in our recent article, "Jim Cramer Highlights CrowdStrike (CRWD) as AI Security Concerns Lift Cybersecurity Stocks."
SentinelOne, Inc. (NYSE:S) non-GAAP operating margin reached 10% in fiscal Q2 2027, up from 2% a year earlier, while its GAAP operating margin improved to negative 31% from negative 33%. The company guided for fiscal third-quarter revenue of $309 million to $311 million and full-year revenue of $1.202 billion to $1.207 billion.
Palo Alto Networks, Inc. (NASDAQ:PANW) reported approximately $1 billion of non-GAAP operating income in its fiscal fourth quarter of 2026, compared with $768 million a year earlier. Adjusted free cash flow reached approximately $1.3 billion, while GAAP operating income was $172 million versus $497 million a year earlier. Palo Alto CEO Nikesh Arora said in the September 1 earnings release that the latest advances in AI are "elevating cybersecurity to the top of the CIO priority list."
#billion #year #gaap #operating
2 days ago
Dow Jones futures rose modestly early Wednesday, along with S&P 500 futures and Nasdaq futures. The Federal Reserve is expected to raise interest rates amid soaring oil prices and Treasury yields.
The stock market saw further losses Tuesday with the Nasdaq and S&P 500 dropping below their 50-day moving averages. The 10-year Treasury yield is at 5% while crude oil prices jumped amid global conflicts.
Salesforce (CRM) fell slightly amid its annual Dreamforce conference but is still near entries. ServiceNow (NOW) rose within a buy zone while Twilio (TWLO) and Dynatrace (DT) reclaimed buy points. Cybersecurity plays Qualys (QLYS), Fortinet (FTNT) and Palo Alto Networks (PANW) flashed buy signals.
Outside of software, Energy play APA Corp. (APA) and Guardant Health (GH) are actionable.
Guardant Health and Twilio are on Leaderboard. Twilio stock, Salesforce and Guardant are on SwingTrader. Salesforce stock is on the IBD 50. Fortinet stock, Salesforce and Dynatrace are on the IBD Big Cap 20.
#Stock #futures
The stock market saw further losses Tuesday with the Nasdaq and S&P 500 dropping below their 50-day moving averages. The 10-year Treasury yield is at 5% while crude oil prices jumped amid global conflicts.
Salesforce (CRM) fell slightly amid its annual Dreamforce conference but is still near entries. ServiceNow (NOW) rose within a buy zone while Twilio (TWLO) and Dynatrace (DT) reclaimed buy points. Cybersecurity plays Qualys (QLYS), Fortinet (FTNT) and Palo Alto Networks (PANW) flashed buy signals.
Outside of software, Energy play APA Corp. (APA) and Guardant Health (GH) are actionable.
Guardant Health and Twilio are on Leaderboard. Twilio stock, Salesforce and Guardant are on SwingTrader. Salesforce stock is on the IBD 50. Fortinet stock, Salesforce and Dynatrace are on the IBD Big Cap 20.
#Stock #futures
3 days ago
HIVE Digital Technologies (Nasdaq: HIVE), a Canada-based Bitcoin miner and data center operator, has appointed Hubert Marleau as an independent director at BUZZ HPC.
The company, which trades on the Nasdaq and Toronto Stock Exchange, said Marleau will serve on the board of its wholly owned AI cloud and high-performance computing subsidiary.
Marleau brings more than 50 years of experience in Canadian capital markets. He co-founded Palos Capital Corp. and Palos Management Inc. and has served as governor of both the Montreal and Vancouver stock exchanges, chairman of the Toronto Stock Exchange Listing Committee, and a director of the Investment Dealers ******* ociation of Canada.
Related: Dogecoin co-founder mocks Trump's $5,000 dividend plan
During his five-decade-long career, he has sat on the boards of more than 50 publicly traded companies in Canada and the United States and advised on numerous mergers, acquisitions, and financings, according to the company.
#canada #marleau #palos
The company, which trades on the Nasdaq and Toronto Stock Exchange, said Marleau will serve on the board of its wholly owned AI cloud and high-performance computing subsidiary.
Marleau brings more than 50 years of experience in Canadian capital markets. He co-founded Palos Capital Corp. and Palos Management Inc. and has served as governor of both the Montreal and Vancouver stock exchanges, chairman of the Toronto Stock Exchange Listing Committee, and a director of the Investment Dealers ******* ociation of Canada.
Related: Dogecoin co-founder mocks Trump's $5,000 dividend plan
During his five-decade-long career, he has sat on the boards of more than 50 publicly traded companies in Canada and the United States and advised on numerous mergers, acquisitions, and financings, according to the company.
#canada #marleau #palos
3 days ago
Hive Digital Technologies Chief Financial Officer Darcy Daubaras joined Steve Darling from Proactive to discuss the appointment of renowned capital markets executive Hubert Marleau as an Independent Director of HIVE's wholly owned subsidiary, BUZZ High Performance Computing (BUZZ HPC), a move designed to strengthen governance and strategic oversight as the company expands its sovereign AI infrastructure platform across Canada.
Daubaras said Marleau's appointment brings an exceptional level of experience in capital markets, corporate governance and strategic growth at a pivotal time for BUZZ HPC. As demand for artificial intelligence infrastructure continues to accelerate globally, HIVE is positioning BUZZ HPC as a key provider of sovereign AI computing solutions, and management believes Marleau's expertise will help guide the business through its next phase of expansion.
Marleau has spent more than five decades working across North American capital markets and is widely recognized as one of Canada's most experienced investment and governance professionals. His career spans investment banking, ******* et management, corporate finance and public company leadership, giving him a unique perspective on scaling businesses, raising capital and creating shareholder value.
A co-founder of Palos Capital Corp. and Palos Management Inc., Marleau has held influential leadership positions throughout Canada's financial sector. His extensive resume includes serving as a Governor of both the Montreal and Vancouver stock exchanges, Chairman of the Toronto Stock Exchange Listing Committee and a director of the Investment Dealers ******* ociation of Canada, now known as IIROC.
Over the course of his distinguished career, Marleau has served as a current or former director of more than 50 publicly traded companies in Canada and the United States. He has also played a key role in raising both public and private capital for hundreds of issuers and has advised on numerous mergers, acquisitions and financing transactions across a wide range of industries.
#canada #across
Daubaras said Marleau's appointment brings an exceptional level of experience in capital markets, corporate governance and strategic growth at a pivotal time for BUZZ HPC. As demand for artificial intelligence infrastructure continues to accelerate globally, HIVE is positioning BUZZ HPC as a key provider of sovereign AI computing solutions, and management believes Marleau's expertise will help guide the business through its next phase of expansion.
Marleau has spent more than five decades working across North American capital markets and is widely recognized as one of Canada's most experienced investment and governance professionals. His career spans investment banking, ******* et management, corporate finance and public company leadership, giving him a unique perspective on scaling businesses, raising capital and creating shareholder value.
A co-founder of Palos Capital Corp. and Palos Management Inc., Marleau has held influential leadership positions throughout Canada's financial sector. His extensive resume includes serving as a Governor of both the Montreal and Vancouver stock exchanges, Chairman of the Toronto Stock Exchange Listing Committee and a director of the Investment Dealers ******* ociation of Canada, now known as IIROC.
Over the course of his distinguished career, Marleau has served as a current or former director of more than 50 publicly traded companies in Canada and the United States. He has also played a key role in raising both public and private capital for hundreds of issuers and has advised on numerous mergers, acquisitions and financing transactions across a wide range of industries.
#canada #across
3 days ago
HIVE Digital Technologies Ltd (TSX:HIVE, NASDAQ:HIVE, FRA:YO0, BVC:HIVECO) announced is has appointed Canadian capital-markets veteran Hubert Marleau as an independent director of BUZZ HPC's board.
Marleau brings more than five decades of cross-border capital-markets and governance experience to the role, strengthening independent oversight as the company scales its sovereign AI infrastructure platform across Canada.
A co-founder of Palos Capital and Palos Management, Marleau has served as Governor of the Montreal and Vancouver stock exchanges and Chairman of the Toronto Stock Exchange Listing Committee, and has been a director of more than 50 publicly traded companies in Canada and the United States. He currently serves as CEO of Nio Strategic Metals and as Market Economist at Palos.
Frank Holmes, executive chairman of HIVE Digital Technologies and BUZZ HPC, said he has known Marleau for 40 years and values his candor and independent judgment as BUZZ scales sovereign AI infrastructure in Canada with Bell.
Aydin Kilic, CEO of HIVE Digital Technologies, said Marleau's experience and independent judgment strengthen the BUZZ HPC board as it enters its next stage of growth.
#canada
Marleau brings more than five decades of cross-border capital-markets and governance experience to the role, strengthening independent oversight as the company scales its sovereign AI infrastructure platform across Canada.
A co-founder of Palos Capital and Palos Management, Marleau has served as Governor of the Montreal and Vancouver stock exchanges and Chairman of the Toronto Stock Exchange Listing Committee, and has been a director of more than 50 publicly traded companies in Canada and the United States. He currently serves as CEO of Nio Strategic Metals and as Market Economist at Palos.
Frank Holmes, executive chairman of HIVE Digital Technologies and BUZZ HPC, said he has known Marleau for 40 years and values his candor and independent judgment as BUZZ scales sovereign AI infrastructure in Canada with Bell.
Aydin Kilic, CEO of HIVE Digital Technologies, said Marleau's experience and independent judgment strengthen the BUZZ HPC board as it enters its next stage of growth.
#canada
7 days ago
Palo Alto Networks, Inc. (NASDAQ:PANW) is entering its fiscal 2027 with strong momentum, particularly in next-generation security. But investors now demand more from the cybersecurity company after its stock rallied sharply.
On September 7, PhillipCapital downgraded Palo Alto stock to Neutral from Accumulate but raised the price target to $346 from $320.
PhillipCapital's move captures the central investment debate. It's that Palo Alto's opportunities are compelling, but the stock's roughly 160% rise from its February low to its August peak has raised the bar for further gains.
Palo Alto Networks, Inc. (NASDAQ:PANW)'s revenue rose 34% YoY to $3.4 billion in fiscal 2026 fourth quarter. More importantly, Next-Generation Security ARR (NGS ARR) surged 63% to $9.10 billion. The company added nearly $1 billion of net new NGS ARR in the quarter. The company targets $20 billion in NGS ARR by fiscal 2030, as it expects platformization and AI infrastructure investment to continue driving growth.
More than 65% of Palo Alto's NGS ARR comes from platformized customers. Meanwhile, AI is expanding the addressable market. As enterprises deploy agents, Palo Alto offerings such as Prisma AIRS and Cortex, alongside CyberArk's identity-security platform, can address emerging needs.
#palo #company #NASDAQ #PANW
On September 7, PhillipCapital downgraded Palo Alto stock to Neutral from Accumulate but raised the price target to $346 from $320.
PhillipCapital's move captures the central investment debate. It's that Palo Alto's opportunities are compelling, but the stock's roughly 160% rise from its February low to its August peak has raised the bar for further gains.
Palo Alto Networks, Inc. (NASDAQ:PANW)'s revenue rose 34% YoY to $3.4 billion in fiscal 2026 fourth quarter. More importantly, Next-Generation Security ARR (NGS ARR) surged 63% to $9.10 billion. The company added nearly $1 billion of net new NGS ARR in the quarter. The company targets $20 billion in NGS ARR by fiscal 2030, as it expects platformization and AI infrastructure investment to continue driving growth.
More than 65% of Palo Alto's NGS ARR comes from platformized customers. Meanwhile, AI is expanding the addressable market. As enterprises deploy agents, Palo Alto offerings such as Prisma AIRS and Cortex, alongside CyberArk's identity-security platform, can address emerging needs.
#palo #company #NASDAQ #PANW
7 days ago
Watch: Has Trump won over voters with his midterm convention?
Republicans descended on Dallas this week to turn their midterm prospects around, hoping an unprecedented convention dominated by President Donald Trump would energise voters ahead of the November election.
Many left the gathering - billed ahead of time by supporters as a "Trump-a-palooza" political fest - just as worried about the party's chances in 2026, and wondering what the Republicans' future will look like after the president leaves office.
Vice-President JD Vance, who is widely viewed as a top contender to succeed Trump, offered his a party a glimpse of its potential future during his keynote address on Thursday night.
"We've got to take care of business this November," Vance told the crowds.
#president
Republicans descended on Dallas this week to turn their midterm prospects around, hoping an unprecedented convention dominated by President Donald Trump would energise voters ahead of the November election.
Many left the gathering - billed ahead of time by supporters as a "Trump-a-palooza" political fest - just as worried about the party's chances in 2026, and wondering what the Republicans' future will look like after the president leaves office.
Vice-President JD Vance, who is widely viewed as a top contender to succeed Trump, offered his a party a glimpse of its potential future during his keynote address on Thursday night.
"We've got to take care of business this November," Vance told the crowds.
#president
8 days ago
At some point after a busy first official day of shows, everyone needs a french fry. And luckily, Chanel had that arranged: the brand took over Balthazar on Thursday evening for a party to celebrate the debut of Coco Mademoiselle Crush Absolu, a new fragrance fronted by Gracie Abrams.
The crowd was heavy on of-the-moment young stars, including "Sterling Point" actors Ella Rubin, Keen Ruffalo and Amélie Hoeferle; "Euphoria" breakout Anna Van Patten; "Saturday Night Live" cast members Marcello Hernandez, Sarah Sherman and Veronika Slowikowska; actors Nick Robinson, Lux Pascal, Adam DiMarco, Hayes Warner; Knicks player Tyler Kolek, as well as Coco Jones, Amber Mark, Janicza Bravo, Olivia Jade, Kai Schreiber, Vivian Wilson, Paloma Elsesser, Imaan Hammam and more.
More from WWD
Julia Roberts, Cher, Anne Hathaway and More Welcome Moncler to New York City
Anne Hathaway Shows How Fisherman Sandals Hit the Summer-to-fall Sweet Spot at NYFW
#point
The crowd was heavy on of-the-moment young stars, including "Sterling Point" actors Ella Rubin, Keen Ruffalo and Amélie Hoeferle; "Euphoria" breakout Anna Van Patten; "Saturday Night Live" cast members Marcello Hernandez, Sarah Sherman and Veronika Slowikowska; actors Nick Robinson, Lux Pascal, Adam DiMarco, Hayes Warner; Knicks player Tyler Kolek, as well as Coco Jones, Amber Mark, Janicza Bravo, Olivia Jade, Kai Schreiber, Vivian Wilson, Paloma Elsesser, Imaan Hammam and more.
More from WWD
Julia Roberts, Cher, Anne Hathaway and More Welcome Moncler to New York City
Anne Hathaway Shows How Fisherman Sandals Hit the Summer-to-fall Sweet Spot at NYFW
#point
9 days ago
Palo Alto Networks, Inc. (NASDAQ:PANW) reported fiscal fourth-quarter revenue of $3.41 billion, up 34% year over year. Next-Generation Security annual recurring revenue, or NGS ARR, increased 63% to $9.10 billion, while remaining performance obligations rose 34% to $21.2 billion. Remaining performance obligations represent contracted revenue not yet recognized.
NGS ARR is a company-reported operating metric measuring annualized allocated revenue from active contracts, excluding hardware, legacy attached subscriptions and support, and professional services. The current portfolio includes acquired identity and observability businesses absent from the prior-year base, so the 63% increase is not an organic growth rate. Palo Alto Networks, Inc. (NASDAQ:PANW) also reported a $282 million GAAP net loss after earning $254 million a year earlier.
The commercial indicators support greater customer consolidation onto the expanded platform. Palo Alto Networks, Inc. (NASDAQ:PANW) added approximately $970 million of net new NGS ARR. The $21.2 billion RPO balance provides visibility as contracted revenue is recognized over time.
Cash generation also remained strong despite the GAAP loss. Palo Alto Networks, Inc. (NASDAQ:PANW) produced $1.36 billion of operating cash flow, up from $1.02 billion a year earlier. That cash supports integration work.
Management expects fiscal 2027 revenue of $14.10 billion to $14.20 billion, representing growth of 23% to 24%. NGS ARR is expected to reach $11.075 billion to $11.175 billion, up 22% to 23%. Palo Alto Networks, Inc. (NASDAQ:PANW) also acquired Console, an AI-native platform intended to add agentic workflows to Cortex and extend automated investigation and remediation across enterprise operations.
#billion #networks #NASDAQ
NGS ARR is a company-reported operating metric measuring annualized allocated revenue from active contracts, excluding hardware, legacy attached subscriptions and support, and professional services. The current portfolio includes acquired identity and observability businesses absent from the prior-year base, so the 63% increase is not an organic growth rate. Palo Alto Networks, Inc. (NASDAQ:PANW) also reported a $282 million GAAP net loss after earning $254 million a year earlier.
The commercial indicators support greater customer consolidation onto the expanded platform. Palo Alto Networks, Inc. (NASDAQ:PANW) added approximately $970 million of net new NGS ARR. The $21.2 billion RPO balance provides visibility as contracted revenue is recognized over time.
Cash generation also remained strong despite the GAAP loss. Palo Alto Networks, Inc. (NASDAQ:PANW) produced $1.36 billion of operating cash flow, up from $1.02 billion a year earlier. That cash supports integration work.
Management expects fiscal 2027 revenue of $14.10 billion to $14.20 billion, representing growth of 23% to 24%. NGS ARR is expected to reach $11.075 billion to $11.175 billion, up 22% to 23%. Palo Alto Networks, Inc. (NASDAQ:PANW) also acquired Console, an AI-native platform intended to add agentic workflows to Cortex and extend automated investigation and remediation across enterprise operations.
#billion #networks #NASDAQ
0.00$ raised of 0.00$ goal
0 donations
0.00$
to go
9 days ago
Hasan Piker was shocked to discover his bulge was on display for everyone to see at the Republican National Committee's midterm convention.
A photo of the left-wing political commentator posing in his underwear was shown on a more than 25-foot-tall display screen in front of a convention center full of conservative politicians in Dallas, Texas, on Sept. 9.
Piker reacted to the RNC using his nearly nude selfie on opening day of the convention while watching footage of the event on a livestream.
"Oh my god, what is going on? No, no, no, no, " the popular influencer said.
"Nooo!" he added while laughing. "They f*cking posted the meat pic! Nooo! Yo! They posted the meat pic at the f*cking Trumpalooza!"
#piker #display
A photo of the left-wing political commentator posing in his underwear was shown on a more than 25-foot-tall display screen in front of a convention center full of conservative politicians in Dallas, Texas, on Sept. 9.
Piker reacted to the RNC using his nearly nude selfie on opening day of the convention while watching footage of the event on a livestream.
"Oh my god, what is going on? No, no, no, no, " the popular influencer said.
"Nooo!" he added while laughing. "They f*cking posted the meat pic! Nooo! Yo! They posted the meat pic at the f*cking Trumpalooza!"
#piker #display
0.00$ raised of 0.00$ goal
0 donations
0.00$
to go
11 days ago
Baidu announced on September 4 that its Hong Kong Class A shares are now included in both the Shanghai-Hong Kong and Shenzhen-Hong Kong Stock Connect programs, effective September 7.. The change gives eligible mainland investors direct access to the Hong Kong listing, potentially widening liquidity and the shareholder base. It does not alter the operating competition between Baidu, Inc. (NASDAQ:BIDU) and Alibaba Group Holding Limited (NYSE:BABA), which are pursuing AI through different mixes of models, cloud infrastructure, chips, and consumer distribution.
Baidu's bull case combines search traffic, its Ernie ecosystem, cloud services, and Kunlunxin chips. Stock Connect can make that story easier for mainland investors to own, while its dual-primary Hong Kong listing broadens access. The bear case is that improved trading access does not repair weak advertising, guarantee cloud share, or remove geopolitical and regulatory risk. The catalyst affects liquidity more directly than earnings.
Insider Monkey counted 49 hedge funds holding Baidu, Inc. (NASDAQ:BIDU) at June 30, down from 50 at March 31. David Tepper's Appaloosa Management disclosed 1,295,000 shares, 87% more than in Q1. That increase shows one manager's conviction, not a broad rise in fund participation.
Alibaba's June-quarter AI Cloud and Compute Services revenue reached $7.1 billion, up 45% year over year, while segment adjusted EBITA rose 133% to $830 million. Its bull case is a full stack spanning Qwen models, cloud, proprietary chips, and commerce distribution. The bear case is capital intensity, fierce domestic competition, exposure to consumer spending, and the possibility that fast AI growth remains too small to transform the larger group's valuation.
Ninety-seven hedge funds held Alibaba Group Holding Limited (NYSE:BABA) in Q2, down from 102 in Q1. Ken Fisher's Fisher **** et Management disclosed 5,096,418 shares after trimming the position by 0.5%.
#kong #holding
Baidu's bull case combines search traffic, its Ernie ecosystem, cloud services, and Kunlunxin chips. Stock Connect can make that story easier for mainland investors to own, while its dual-primary Hong Kong listing broadens access. The bear case is that improved trading access does not repair weak advertising, guarantee cloud share, or remove geopolitical and regulatory risk. The catalyst affects liquidity more directly than earnings.
Insider Monkey counted 49 hedge funds holding Baidu, Inc. (NASDAQ:BIDU) at June 30, down from 50 at March 31. David Tepper's Appaloosa Management disclosed 1,295,000 shares, 87% more than in Q1. That increase shows one manager's conviction, not a broad rise in fund participation.
Alibaba's June-quarter AI Cloud and Compute Services revenue reached $7.1 billion, up 45% year over year, while segment adjusted EBITA rose 133% to $830 million. Its bull case is a full stack spanning Qwen models, cloud, proprietary chips, and commerce distribution. The bear case is capital intensity, fierce domestic competition, exposure to consumer spending, and the possibility that fast AI growth remains too small to transform the larger group's valuation.
Ninety-seven hedge funds held Alibaba Group Holding Limited (NYSE:BABA) in Q2, down from 102 in Q1. Ken Fisher's Fisher **** et Management disclosed 5,096,418 shares after trimming the position by 0.5%.
#kong #holding
11 days ago
PALOS DE LA FRONTERA, Spain (AP) — Matthew Brennan enhanced his status as the standout sprinter at the Spanish Vuelta by winning his fourth stage Tuesday in the 21-year-old British rider's Grand Tour debut.
Brennan was delivered to the front of the bunch with 100 meters left by an ideal leadout from Wout van Aert, his star teammate at Visma-Lease a Bike who already won two stages at this Vuelta.
Crossing the line, Brennan raised his right hand with four fingers out in a victory salute. Bryan Coquard was second and Vito Braet third. Van Aert was sixth at the end of a 181-kilometer (112.5 miles) ride in more blazing heat from Cortegana to Palos de la Frontera.
After 16 stages, overall leader Enric Mas retained his advantage in the red jersey of 2 minutes, 6 seconds ahead of Felix Gall. Primož Roglič is a further 4 second back in third.
Wednesday's stage is another flat ride into Seville before a 32.5-km (20.2-mile) time trial Thursday that could be key for Roglič.
#brennan #stages #Third
Brennan was delivered to the front of the bunch with 100 meters left by an ideal leadout from Wout van Aert, his star teammate at Visma-Lease a Bike who already won two stages at this Vuelta.
Crossing the line, Brennan raised his right hand with four fingers out in a victory salute. Bryan Coquard was second and Vito Braet third. Van Aert was sixth at the end of a 181-kilometer (112.5 miles) ride in more blazing heat from Cortegana to Palos de la Frontera.
After 16 stages, overall leader Enric Mas retained his advantage in the red jersey of 2 minutes, 6 seconds ahead of Felix Gall. Primož Roglič is a further 4 second back in third.
Wednesday's stage is another flat ride into Seville before a 32.5-km (20.2-mile) time trial Thursday that could be key for Roglič.
#brennan #stages #Third
13 days ago
Baidu announced on September 4 that its Hong Kong Class A shares are now included in both the Shanghai-Hong Kong and Shenzhen-Hong Kong Stock Connect programs, effective September 7.. The change gives eligible mainland investors direct access to the Hong Kong listing, potentially widening liquidity and the shareholder base. It does not alter the operating competition between Baidu, Inc. (NASDAQ:BIDU) and Alibaba Group Holding Limited (NYSE:BABA), which are pursuing AI through different mixes of models, cloud infrastructure, chips, and consumer distribution.
Baidu's bull case combines search traffic, its Ernie ecosystem, cloud services, and Kunlunxin chips. Stock Connect can make that story easier for mainland investors to own, while its dual-primary Hong Kong listing broadens access. The bear case is that improved trading access does not repair weak advertising, guarantee cloud share, or remove geopolitical and regulatory risk. The catalyst affects liquidity more directly than earnings.
Insider Monkey counted 49 hedge funds holding Baidu, Inc. (NASDAQ:BIDU) at June 30, down from 50 at March 31. David Tepper's Appaloosa Management disclosed 1,295,000 shares, 87% more than in Q1. That increase shows one manager's conviction, not a broad rise in fund participation.
Alibaba's June-quarter AI Cloud and Compute Services revenue reached $7.1 billion, up 45% year over year, while segment adjusted EBITA rose 133% to $830 million. Its bull case is a full stack spanning Qwen models, cloud, proprietary chips, and commerce distribution. The bear case is capital intensity, fierce domestic competition, exposure to consumer spending, and the possibility that fast AI growth remains too small to transform the larger group's valuation.
Ninety-seven hedge funds held Alibaba Group Holding Limited (NYSE:BABA) in Q2, down from 102 in Q1. Ken Fisher's Fisher **** et Management disclosed 5,096,418 shares after trimming the position by 0.5%.
#kong #cloud
Baidu's bull case combines search traffic, its Ernie ecosystem, cloud services, and Kunlunxin chips. Stock Connect can make that story easier for mainland investors to own, while its dual-primary Hong Kong listing broadens access. The bear case is that improved trading access does not repair weak advertising, guarantee cloud share, or remove geopolitical and regulatory risk. The catalyst affects liquidity more directly than earnings.
Insider Monkey counted 49 hedge funds holding Baidu, Inc. (NASDAQ:BIDU) at June 30, down from 50 at March 31. David Tepper's Appaloosa Management disclosed 1,295,000 shares, 87% more than in Q1. That increase shows one manager's conviction, not a broad rise in fund participation.
Alibaba's June-quarter AI Cloud and Compute Services revenue reached $7.1 billion, up 45% year over year, while segment adjusted EBITA rose 133% to $830 million. Its bull case is a full stack spanning Qwen models, cloud, proprietary chips, and commerce distribution. The bear case is capital intensity, fierce domestic competition, exposure to consumer spending, and the possibility that fast AI growth remains too small to transform the larger group's valuation.
Ninety-seven hedge funds held Alibaba Group Holding Limited (NYSE:BABA) in Q2, down from 102 in Q1. Ken Fisher's Fisher **** et Management disclosed 5,096,418 shares after trimming the position by 0.5%.
#kong #cloud
13 days ago
The NTT IndyCar Series competed at Laguna Seca, and it was a thrilling event. Laguna Seca marked the final race of the 2026 IndyCar season and several drivers didn't want to leave the campaign without a victory. However, only one driver could make that happen, and it was from Team Penske.
Scott McLaughlin and the No. 3 team for Team Penske won at Laguna Seca, earning their first victory of the 2026 IndyCar season. McLaughlin started on the pole and controlled the entire event despite late pushes from Kyle Kirkwood and Alexander Rossi. The Team Penske driver ultimately cruised to victory lane.
It has been a tough few years for McLaughlin, and he finally returned to the winner's circle in IndyCar's last race of the 2026 season. Meanwhile, Alex Palou capped off the season with another championship, earning his fourth in the last five seasons.
No. 3 Scott McLaughlin
No. 27 Kyle Kirkwood
#team #indycar #laguna
Scott McLaughlin and the No. 3 team for Team Penske won at Laguna Seca, earning their first victory of the 2026 IndyCar season. McLaughlin started on the pole and controlled the entire event despite late pushes from Kyle Kirkwood and Alexander Rossi. The Team Penske driver ultimately cruised to victory lane.
It has been a tough few years for McLaughlin, and he finally returned to the winner's circle in IndyCar's last race of the 2026 season. Meanwhile, Alex Palou capped off the season with another championship, earning his fourth in the last five seasons.
No. 3 Scott McLaughlin
No. 27 Kyle Kirkwood
#team #indycar #laguna
13 days ago
The 18-race 2026 IndyCar season has officially come to an end. After Chip Ganassi Racing's Alex Palou had already clinched his fifth championship before the Grand Prix of Monterey, Palou finished just eighth at Laguna Seca – the worst finish of his career at the track.
Instead, it was Scott McLaughlin claiming his first victory of the season to close things out. Andretti Global's Kyle Kirkwood finished second to clinch second in the championship, just 10 points ahead of Arrow McLaren's Christian Lundgaard.
With the season coming to an end, here are five thoughts to wrap up another year in IndyCar.
It had been 35 races since McLaughlin was in victory lane. After going through the longest drought of his career at any level, the 33-year-old went out on top in 2026.
This season has been about baby steps for McLaughlin and the crew on his No. 3 Team Penske Chevrolet. After the team shuffled the personnel around McLaughlin – mainly rehiring former Team Penske president Tim Cindric as strategist and making accomplished IMSA engineer Raul Prados the race engineer – the New Zealander had to adjust to new folks around him.
#palou #championship #Career
Instead, it was Scott McLaughlin claiming his first victory of the season to close things out. Andretti Global's Kyle Kirkwood finished second to clinch second in the championship, just 10 points ahead of Arrow McLaren's Christian Lundgaard.
With the season coming to an end, here are five thoughts to wrap up another year in IndyCar.
It had been 35 races since McLaughlin was in victory lane. After going through the longest drought of his career at any level, the 33-year-old went out on top in 2026.
This season has been about baby steps for McLaughlin and the crew on his No. 3 Team Penske Chevrolet. After the team shuffled the personnel around McLaughlin – mainly rehiring former Team Penske president Tim Cindric as strategist and making accomplished IMSA engineer Raul Prados the race engineer – the New Zealander had to adjust to new folks around him.
#palou #championship #Career
13 days ago
Kyle Kirkwood closed out his 2026 IndyCar Series campaign on a high note, driving from sixth on the grid to a runner-up finish behind Team Penske's Scott McLaughlin in the season finale at WeatherTech Raceway Laguna Seca.
The strong drive cemented a career-best second-place finish in the championship standings for the 27-year-old Florida native.
Kirkwood, driving the #27 Andretti Global Honda, concluded the 18-race season with 545 points, placing 86 points behind champion Alex Palou of Chip Ganassi Racing. Over the course of the year, Kirkwood led Andretti Global's **** le challenge, recording two wins, six podiums, 10 top-fives, 15 top-10s, and one pole position.
Reflecting on the finale, Kirkwood acknowledged that points strategy dictated his approach late in the race.
"Yeah, it was," Kirkwood said regarding securing second in the championship. "Yeah, we played it a little bit safer than I might have hoped for the last race of the season, but we had to for the championship. We made all the decisions based on that. Probably could have had a go at Scottie (Scott McLaughlin) at the end on the first few laps on reds. The number one goal was to make the tires last. That's what we did. Came home with a second, which is something to be proud of."
#second #race #yeah
The strong drive cemented a career-best second-place finish in the championship standings for the 27-year-old Florida native.
Kirkwood, driving the #27 Andretti Global Honda, concluded the 18-race season with 545 points, placing 86 points behind champion Alex Palou of Chip Ganassi Racing. Over the course of the year, Kirkwood led Andretti Global's **** le challenge, recording two wins, six podiums, 10 top-fives, 15 top-10s, and one pole position.
Reflecting on the finale, Kirkwood acknowledged that points strategy dictated his approach late in the race.
"Yeah, it was," Kirkwood said regarding securing second in the championship. "Yeah, we played it a little bit safer than I might have hoped for the last race of the season, but we had to for the championship. We made all the decisions based on that. Probably could have had a go at Scottie (Scott McLaughlin) at the end on the first few laps on reds. The number one goal was to make the tires last. That's what we did. Came home with a second, which is something to be proud of."
#second #race #yeah
13 days ago
This is it for the 2026 IndyCar Series season. The 25 entries run 95 laps on the WeatherTech Raceway Laguna Seca 11-turn, 2.238-mile road course. Scott McLaughlin starts from the pole position with already crowned season points champion Alex Palou second.
Runner-up hopefuls Kyle Kirkwood (starting 6th), Christian Lundgaard (11th, including a 6-place grid penalty for excessive engine changes) and Pato O'Ward (12th) are separated by 4 points.
Palou has won this race the past two years and three of the past four.
We will have leaderboard updates and highlights, so please remember to refresh.
Welcome back: Dreyer & Reinbold chooses Conor Daly for full-time ride
#palou #season #points #indycar
Runner-up hopefuls Kyle Kirkwood (starting 6th), Christian Lundgaard (11th, including a 6-place grid penalty for excessive engine changes) and Pato O'Ward (12th) are separated by 4 points.
Palou has won this race the past two years and three of the past four.
We will have leaderboard updates and highlights, so please remember to refresh.
Welcome back: Dreyer & Reinbold chooses Conor Daly for full-time ride
#palou #season #points #indycar
13 days ago
This is it for the 2026 IndyCar Series season. The 25 entries run 95 laps on the WeatherTech Raceway Laguna Seca 11-turn, 2.238-mile road course. Scott McLaughlin starts from the pole position with already crowned season points champion Alex Palou second.
Runner-up hopefuls Kyle Kirkwood (starting 6th), Christian Lundgaard (11th, including a 6-place grid penalty for excessive engine changes) and Pato O'Ward (12th) are separated by 4 points.
Palou has won this race the past two years and three of the past four.
We will have leaderboard updates and highlights, so please remember to refresh.
Welcome back: Dreyer & Reinbold chooses Conor Daly for full-time ride
#palou #points #seca
Runner-up hopefuls Kyle Kirkwood (starting 6th), Christian Lundgaard (11th, including a 6-place grid penalty for excessive engine changes) and Pato O'Ward (12th) are separated by 4 points.
Palou has won this race the past two years and three of the past four.
We will have leaderboard updates and highlights, so please remember to refresh.
Welcome back: Dreyer & Reinbold chooses Conor Daly for full-time ride
#palou #points #seca
13 days ago
OpenAI launched Daybreak for Frontline Defenders on September 3, committing $1 billion in subsidized Daybreak access, training, technical support and partnerships. Separately, the Daybreak Defense Network now includes more than 35 enterprise products and partner-operated services. Cloudflare is offering invitation-only access to an AI vulnerability-discovery and remediation service built with GPT-5.6 Cyber, while SentinelOne is adding Daybreak models to its Wayfinder services. Cloudflare, Inc. (NYSE:NET) and SentinelOne, Inc. (NYSE:S) therefore enter the same program with different routes to revenue.
Cloudflare's model starts at the network and developer edge. It can combine authorized source-code ***** ysis with traffic and security context, then propose code patches and WAF mitigations for customer review. That distribution creates a credible cross-sell path because customers already use Cloudflare for performance and security. Insider Monkey counted 87 hedge funds holding NET at June 30, versus 84 at March 31. AQR Capital Management owned 2,076,835 shares after raising its position by 129%.
The weakness is monetization. Early access is not general availability, and subsidized services can prove usefulness before they prove willingness to pay. Cloudflare must also prevent automated discovery from producing noise or unsafe fixes. Its premium valuation leaves little tolerance for a long gap between product attention and revenue.
SentinelOne approaches the opportunity from endpoint and security operations. Wayfinder can use the new models for code-risk ***** sment, compromise investigation, and malware ***** ysis, placing AI inside workflows staffed by security teams. Forty-one hedge funds held SentinelOne, Inc. (NYSE:S) in Q2, up from 37 in Q1. AQR reported 23,327,991 shares, a 19% quarterly increase.
SentinelOne's risk is competition and services intensity. If Wayfinder depends heavily on expert labor, the offering may scale less efficiently than software. The company also faces Microsoft, CrowdStrike, Palo Alto Networks, and other platforms that can bundle adjacent tools.
#daybreak #NYSE
Cloudflare's model starts at the network and developer edge. It can combine authorized source-code ***** ysis with traffic and security context, then propose code patches and WAF mitigations for customer review. That distribution creates a credible cross-sell path because customers already use Cloudflare for performance and security. Insider Monkey counted 87 hedge funds holding NET at June 30, versus 84 at March 31. AQR Capital Management owned 2,076,835 shares after raising its position by 129%.
The weakness is monetization. Early access is not general availability, and subsidized services can prove usefulness before they prove willingness to pay. Cloudflare must also prevent automated discovery from producing noise or unsafe fixes. Its premium valuation leaves little tolerance for a long gap between product attention and revenue.
SentinelOne approaches the opportunity from endpoint and security operations. Wayfinder can use the new models for code-risk ***** sment, compromise investigation, and malware ***** ysis, placing AI inside workflows staffed by security teams. Forty-one hedge funds held SentinelOne, Inc. (NYSE:S) in Q2, up from 37 in Q1. AQR reported 23,327,991 shares, a 19% quarterly increase.
SentinelOne's risk is competition and services intensity. If Wayfinder depends heavily on expert labor, the offering may scale less efficiently than software. The company also faces Microsoft, CrowdStrike, Palo Alto Networks, and other platforms that can bundle adjacent tools.
#daybreak #NYSE
14 days ago
There is one more race of the 2026 NTT IndyCar season, and everything is still at stake. As they take on Laguna Seca for the Mission Foods Grand Prix of Monterey, drivers look to go out with a bang, whether they'll be returning to the series or not.
Alex Palou has nothing to lose, however. After placing higher than Kyle Kirkwood in both races at the Milwaukee Mile, his fifth championship was secured. This was his fourth consecutive championship, and despite not winning both races, he proved why he deserved it.
Since he didn't get the results he may have wanted, Palou is likely to give it his all this race. He's shown dominance at Laguna Seca before, and it wouldn't be a surprise if he did once again.
The two runner-ups have the most to prove in this season finale. Christian Lundgaard and Kirkwood are only separated by two points. For Lundgaard, this race can help secure a seat for the 2027 season, as he is still unsigned. There's a chance he can take Scott Dixon's Chip Ganassi seat, and this is the best chance for him to prove that he's earned it.
Lundgaard is known for his dominance on road courses. He won the Sonsio Grand Prix on the Indianapolis Motor Speedway Road Course and the XPEL Grand Prix at Road America. Lundgaard is a potential winner at Laguna Seca with his road course abilities.
#lundgaard #seca #prix #race
Alex Palou has nothing to lose, however. After placing higher than Kyle Kirkwood in both races at the Milwaukee Mile, his fifth championship was secured. This was his fourth consecutive championship, and despite not winning both races, he proved why he deserved it.
Since he didn't get the results he may have wanted, Palou is likely to give it his all this race. He's shown dominance at Laguna Seca before, and it wouldn't be a surprise if he did once again.
The two runner-ups have the most to prove in this season finale. Christian Lundgaard and Kirkwood are only separated by two points. For Lundgaard, this race can help secure a seat for the 2027 season, as he is still unsigned. There's a chance he can take Scott Dixon's Chip Ganassi seat, and this is the best chance for him to prove that he's earned it.
Lundgaard is known for his dominance on road courses. He won the Sonsio Grand Prix on the Indianapolis Motor Speedway Road Course and the XPEL Grand Prix at Road America. Lundgaard is a potential winner at Laguna Seca with his road course abilities.
#lundgaard #seca #prix #race
14 days ago
Cybersecurity firm Zscaler Inc. (NASDAQ:ZS)'s shares were lower in pre market trading the day the firm reported its fiscal fourth quarter earnings report. The results saw the frm's revenue grow by 25% annualy and its non-GAAP earnings grow by 33%. Additionally, the revenue of $898 million and non GAAP earnings per share of $1.19 beat **** yst estimates of $807 million and $1.09. With the shares remaining muted following the release, Crmaer briefly commented on the results in a tweet:
"More good ones than bad ones so far...Lotta Zscaler shorts out there. Sorry."
Zscaler Inc. (NASDAQ:ZS)'s industry, cybersecurity, is a sector that Cramer is enthusiastic about. Two of his favorites in the sector are CrowdStrike and Palo Alto Networks. The firm's latest quarter was a solid set of figures on all fronts, which includes the annual recurring revenue (ARR). Zscaler Inc. (NASDAQ:ZS)'s Q4 ARR jumped by 35% to $3.77 billion, out of which $246 million was net new ARR.
Crucially, the firm demonstrated strong net new ARR growth even if the impact of its Red Canary acquisition is removed. Without the acquisition, Zscaler Inc. (NASDAQ:ZS)'s net new ARR growth was 17%, which marked a strong acceleration over the year-ago quarter's 7%. Additionally, the firm also exited the quarter with more than 785 customers with more than $1 million in ARR and a 50% penetration rate into the Fortune 500. The growth comes at a time when Zscaler Inc. (NASDAQ:ZS) is expanding its AI initiatives to cover AI agents through the Zero Trust platform and corporate large language model deployment via the AI Guard platform. Additionally, CEO Jay Chaudhry claimed to CNBC that his firm had delivered a 50% sequential expansion in AI security bookings in the quarter.
Yet, looking at the fiscal year 2027 guidance, Zscaler Inc. (NASDAQ:ZS) could be in for a deceleration. Comparing the firm's FY27 revenue guidance of $3.91 billion to $3.94 billion to its FY26 revenue of $3.35 billion shows that growth could range between 16.6% to 17.5%, while FY26 revenue growth was 25%. Additionally, powering the AI growth comes at a cost as Zscaler Inc. (NASDAQ:ZS)'s FY26 R&D expenses of $903 million marked a 34% annual growth.
#NASDAQ #revenue
"More good ones than bad ones so far...Lotta Zscaler shorts out there. Sorry."
Zscaler Inc. (NASDAQ:ZS)'s industry, cybersecurity, is a sector that Cramer is enthusiastic about. Two of his favorites in the sector are CrowdStrike and Palo Alto Networks. The firm's latest quarter was a solid set of figures on all fronts, which includes the annual recurring revenue (ARR). Zscaler Inc. (NASDAQ:ZS)'s Q4 ARR jumped by 35% to $3.77 billion, out of which $246 million was net new ARR.
Crucially, the firm demonstrated strong net new ARR growth even if the impact of its Red Canary acquisition is removed. Without the acquisition, Zscaler Inc. (NASDAQ:ZS)'s net new ARR growth was 17%, which marked a strong acceleration over the year-ago quarter's 7%. Additionally, the firm also exited the quarter with more than 785 customers with more than $1 million in ARR and a 50% penetration rate into the Fortune 500. The growth comes at a time when Zscaler Inc. (NASDAQ:ZS) is expanding its AI initiatives to cover AI agents through the Zero Trust platform and corporate large language model deployment via the AI Guard platform. Additionally, CEO Jay Chaudhry claimed to CNBC that his firm had delivered a 50% sequential expansion in AI security bookings in the quarter.
Yet, looking at the fiscal year 2027 guidance, Zscaler Inc. (NASDAQ:ZS) could be in for a deceleration. Comparing the firm's FY27 revenue guidance of $3.91 billion to $3.94 billion to its FY26 revenue of $3.35 billion shows that growth could range between 16.6% to 17.5%, while FY26 revenue growth was 25%. Additionally, powering the AI growth comes at a cost as Zscaler Inc. (NASDAQ:ZS)'s FY26 R&D expenses of $903 million marked a 34% annual growth.
#NASDAQ #revenue
14 days ago
Mariana Di Girolamo also attended the Wild Horse Nine photocall during the Venice Film Festival.
Carlo Paloni/Getty Images
And the reason I didn't recognise her at first when I was working on her Chanel premiere look is because she looks completely different in this Chanel Resort 2027 ensemble.
Even with the minor issue I had with the premiere look, what I loved about it was how youthful it felt. It had rising-star energy.
As chic as this black-and-white Chanel look is for the photocall, I feel that it ages her. I would like to point to one element – the jacket or the shoes – but it is very much a collective effort.
#chanel #look #photocall #wild
Carlo Paloni/Getty Images
And the reason I didn't recognise her at first when I was working on her Chanel premiere look is because she looks completely different in this Chanel Resort 2027 ensemble.
Even with the minor issue I had with the premiere look, what I loved about it was how youthful it felt. It had rising-star energy.
As chic as this black-and-white Chanel look is for the photocall, I feel that it ages her. I would like to point to one element – the jacket or the shoes – but it is very much a collective effort.
#chanel #look #photocall #wild
14 days ago
OpenAI launched Daybreak for Frontline Defenders on September 3, committing $1 billion in subsidized Daybreak access, training, technical support and partnerships. Separately, the Daybreak Defense Network now includes more than 35 enterprise products and partner-operated services. Cloudflare is offering invitation-only access to an AI vulnerability-discovery and remediation service built with GPT-5.6 Cyber, while SentinelOne is adding Daybreak models to its Wayfinder services. Cloudflare, Inc. (NYSE:NET) and SentinelOne, Inc. (NYSE:S) therefore enter the same program with different routes to revenue.
Cloudflare's model starts at the network and developer edge. It can combine authorized source-code ****** ysis with traffic and security context, then propose code patches and WAF mitigations for customer review. That distribution creates a credible cross-sell path because customers already use Cloudflare for performance and security. Insider Monkey counted 87 hedge funds holding NET at June 30, versus 84 at March 31. AQR Capital Management owned 2,076,835 shares after raising its position by 129%.
The weakness is monetization. Early access is not general availability, and subsidized services can prove usefulness before they prove willingness to pay. Cloudflare must also prevent automated discovery from producing noise or unsafe fixes. Its premium valuation leaves little tolerance for a long gap between product attention and revenue.
SentinelOne approaches the opportunity from endpoint and security operations. Wayfinder can use the new models for code-risk ****** sment, compromise investigation, and malware ****** ysis, placing AI inside workflows staffed by security teams. Forty-one hedge funds held SentinelOne, Inc. (NYSE:S) in Q2, up from 37 in Q1. AQR reported 23,327,991 shares, a 19% quarterly increase.
SentinelOne's risk is competition and services intensity. If Wayfinder depends heavily on expert labor, the offering may scale less efficiently than software. The company also faces Microsoft, CrowdStrike, Palo Alto Networks, and other platforms that can bundle adjacent tools.
#security #access #code #network
Cloudflare's model starts at the network and developer edge. It can combine authorized source-code ****** ysis with traffic and security context, then propose code patches and WAF mitigations for customer review. That distribution creates a credible cross-sell path because customers already use Cloudflare for performance and security. Insider Monkey counted 87 hedge funds holding NET at June 30, versus 84 at March 31. AQR Capital Management owned 2,076,835 shares after raising its position by 129%.
The weakness is monetization. Early access is not general availability, and subsidized services can prove usefulness before they prove willingness to pay. Cloudflare must also prevent automated discovery from producing noise or unsafe fixes. Its premium valuation leaves little tolerance for a long gap between product attention and revenue.
SentinelOne approaches the opportunity from endpoint and security operations. Wayfinder can use the new models for code-risk ****** sment, compromise investigation, and malware ****** ysis, placing AI inside workflows staffed by security teams. Forty-one hedge funds held SentinelOne, Inc. (NYSE:S) in Q2, up from 37 in Q1. AQR reported 23,327,991 shares, a 19% quarterly increase.
SentinelOne's risk is competition and services intensity. If Wayfinder depends heavily on expert labor, the offering may scale less efficiently than software. The company also faces Microsoft, CrowdStrike, Palo Alto Networks, and other platforms that can bundle adjacent tools.
#security #access #code #network
15 days ago
Shares of Palo Alto Networks (NASDAQ: PANW) surged 15% in August, according to data from S&P Global Market Intelligence. Cybersecurity stocks have seen booming investor demand due to the growing need for these services in the age of artificial intelligence (AI). Palo Alto Networks has seen its share price rise 320% in the last five years alone.
However, the stock has fallen over 10% this week, giving up most of its August gains, after reporting its Q4 earnings for fiscal year 2026. Here's why it rose in August and whether now is a good time to scoop up some shares.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Cybersecurity is becoming increasingly important for enterprises and other large organization seeking to secure data due to the threat posed by automated AI bots. Hackers using AI are becoming increasingly capable, meaning enterprises need to stay extra secure with their digital data.
This is where Palo Alto Networks steps in. It is one of the leading cybersecurity firms, providing solutions including automated firewalls, cloud security, threat detection, and threat intelligence. Last quarter, annual recurring revenue (ARR) for its next-generation solutions reached $9.1 billion, up 63% year-over-year, driven by contracts to protect from AI. Remaining performance obligations grew 34% to $21.2 billion.
#alto #networks #august #year
However, the stock has fallen over 10% this week, giving up most of its August gains, after reporting its Q4 earnings for fiscal year 2026. Here's why it rose in August and whether now is a good time to scoop up some shares.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Cybersecurity is becoming increasingly important for enterprises and other large organization seeking to secure data due to the threat posed by automated AI bots. Hackers using AI are becoming increasingly capable, meaning enterprises need to stay extra secure with their digital data.
This is where Palo Alto Networks steps in. It is one of the leading cybersecurity firms, providing solutions including automated firewalls, cloud security, threat detection, and threat intelligence. Last quarter, annual recurring revenue (ARR) for its next-generation solutions reached $9.1 billion, up 63% year-over-year, driven by contracts to protect from AI. Remaining performance obligations grew 34% to $21.2 billion.
#alto #networks #august #year
15 days ago
Palo Alto Networks, Inc. (NASDAQ:PANW) delivered strong fiscal fourth-quarter 2026 results, but the stock's reaction shows that investors are demanding more than an earnings beat from one of the market's biggest cybersecurity winners. During the September 1 episode of Mad Money, Jim Cramer said:
The cybersecurity stocks have been climbing steadily higher for months now, ever since Wall Street figured out that this industry wouldn't be made obsolete by artificial intelligence. Take Palo Alto Networks, a long-time holding of my Charitable Trust. Here's a stock that's more than doubled from its April lows to its highs a few weeks ago. That's why it's been pulling back lately. It was going into earnings. When Palo Alto reported after the close, they delivered a much better-than-expected result on almost every key line. Plus, their guidance for the current quarter and the full year were both very strong.
Palo Alto Networks, Inc. (NASDAQ:PANW) reported fiscal fourth-quarter revenue of $3.41 billion, up 34% year over year and above the $3.35 billion ******* yst estimate. Adjusted earnings were $1.02 per share, versus $0.98 expected. Next-Generation Security ARR rose 63% to $9.10 billion, while remaining performance obligations increased 34% to $21.2 billion. Management expects fiscal 2027 revenue of $14.10 billion to $14.20 billion, representing 23% to 24% growth, with adjusted earnings of $4.16 to $4.19 per share. NGS ARR is expected to reach $11.075 billion to $11.175 billion, implying 22% to 23% growth.
CEO Nikesh Arora said that the company added nearly $1 billion of net new NGS ARR in the fourth quarter and said AI adoption is elevating cybersecurity on CIO priority lists. The company is targeting $20 billion of NGS ARR by fiscal 2030.
The main concern is the gap between Palo Alto Networks, Inc.'s (NASDAQ:PANW) reported growth rate and what management expects going forward. NGS ARR growth of 22% to 23% in fiscal 2027 would represent a substantial slowdown from the 63% reported in the fourth quarter. It is important to note that the 63% growth figure is affected by contributions from CyberArk and Chronosphere, making organic growth and execution across Palo Alto's core platforms a more important measure to watch going forward. Shares fell around 9.3% on September 2 despite the quarterly earnings beat and fiscal 2027 revenue outlook.
#networks #quarter #NASDAQ
The cybersecurity stocks have been climbing steadily higher for months now, ever since Wall Street figured out that this industry wouldn't be made obsolete by artificial intelligence. Take Palo Alto Networks, a long-time holding of my Charitable Trust. Here's a stock that's more than doubled from its April lows to its highs a few weeks ago. That's why it's been pulling back lately. It was going into earnings. When Palo Alto reported after the close, they delivered a much better-than-expected result on almost every key line. Plus, their guidance for the current quarter and the full year were both very strong.
Palo Alto Networks, Inc. (NASDAQ:PANW) reported fiscal fourth-quarter revenue of $3.41 billion, up 34% year over year and above the $3.35 billion ******* yst estimate. Adjusted earnings were $1.02 per share, versus $0.98 expected. Next-Generation Security ARR rose 63% to $9.10 billion, while remaining performance obligations increased 34% to $21.2 billion. Management expects fiscal 2027 revenue of $14.10 billion to $14.20 billion, representing 23% to 24% growth, with adjusted earnings of $4.16 to $4.19 per share. NGS ARR is expected to reach $11.075 billion to $11.175 billion, implying 22% to 23% growth.
CEO Nikesh Arora said that the company added nearly $1 billion of net new NGS ARR in the fourth quarter and said AI adoption is elevating cybersecurity on CIO priority lists. The company is targeting $20 billion of NGS ARR by fiscal 2030.
The main concern is the gap between Palo Alto Networks, Inc.'s (NASDAQ:PANW) reported growth rate and what management expects going forward. NGS ARR growth of 22% to 23% in fiscal 2027 would represent a substantial slowdown from the 63% reported in the fourth quarter. It is important to note that the 63% growth figure is affected by contributions from CyberArk and Chronosphere, making organic growth and execution across Palo Alto's core platforms a more important measure to watch going forward. Shares fell around 9.3% on September 2 despite the quarterly earnings beat and fiscal 2027 revenue outlook.
#networks #quarter #NASDAQ
15 days ago
Sep. 4—COULEE CITY — Last season, the Almira/Coulee-Hartline Warriors (15-3) achieved their goals of reaching the state tournament and competing at the highest level. This season they look to build on that.
"We have a ton of talent this year," Head Coach Katie Walsh said. "(We're) coming in with the mindset that we have the toughest district in the state, and we have to show up and compete every day and practice at our highest levels if we want to get to our goals — and that's definitely the state tournament and placing."
The Warriors made a deep run to the semifinals of the 1B state volleyball tournament before falling to Garfield-Palouse 3-0.
The Warriors roster five seniors once again this season. Walsh highlighted Dani Isaak, Grace Okamoto and Josie Bayless as three standout players that will fulfill key roles for ACH this season.
Isaak was a captain for ACH last season, Walsh said. She anticipates the returning senior to grow more as a leader as she brings a calm presence to the court and helps instill Walsh's vision for the upcoming season. Okamoto will return as the team's libero, who was praised for her defensive prowess.
#season #state #tournament
"We have a ton of talent this year," Head Coach Katie Walsh said. "(We're) coming in with the mindset that we have the toughest district in the state, and we have to show up and compete every day and practice at our highest levels if we want to get to our goals — and that's definitely the state tournament and placing."
The Warriors made a deep run to the semifinals of the 1B state volleyball tournament before falling to Garfield-Palouse 3-0.
The Warriors roster five seniors once again this season. Walsh highlighted Dani Isaak, Grace Okamoto and Josie Bayless as three standout players that will fulfill key roles for ACH this season.
Isaak was a captain for ACH last season, Walsh said. She anticipates the returning senior to grow more as a leader as she brings a calm presence to the court and helps instill Walsh's vision for the upcoming season. Okamoto will return as the team's libero, who was praised for her defensive prowess.
#season #state #tournament
16 days ago
Billionaire David Tepper used the second quarter to make a striking trade within the AI hardware chain. Appaloosa Management cut its Micron Technology, Inc. (NASDAQ:MU) share count by 41.4%, while increasing Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) for a sixth consecutive quarter. The filing does not disclose Tepper's rationale. The positions instead contrast a cyclical HBM supplier with a diversified advanced foundry serving nearly every major chip designer. That makes the comparison about earnings durability as much as exposure to total AI demand.
Charles Knowles / Shutterstock.com
Micron Technology, Inc. (NASDAQ:MU) has a powerful rebuttal. It reported record fiscal third-quarter results as high-bandwidth memory became critical to AI accelerators. HBM requires more capacity and technical sophistication than conventional memory, potentially supporting stronger pricing and margins. If supply remains disciplined while demand expands, Micron's cycle may be structurally better than the old commodity pattern. The bear case is its planned capital spending of more than $25 billion and the possibility that today's shortages invite too much future supply.
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) offers a broader toll-road thesis. Its second-quarter gross margin reached 67.7%, and the ongoing 2-nanometer ramp can deepen its lead in advanced manufacturing. It benefits whether customers favor Nvidia, AMD, custom accelerators, or other designs. However, that dominance brings enormous fabrication costs, customer concentration, geopolitical exposure, and the difficulty of maintaining exceptional margins while new capacity comes online.
The two holdings do not necessarily predict weaker AI demand. They simply provide two different ways to monetize it. Micron has greater operating leverage if HBM prices stay tight, but Taiwan Semiconductor has more diversified exposure across the entire computing stack. The first offers a sharper cyclical upside; the second offers a more durable platform with risks investors cannot ignore. That tradeoff explains why reducing one position need not invalidate its thesis.
#quarter #semiconductor
Charles Knowles / Shutterstock.com
Micron Technology, Inc. (NASDAQ:MU) has a powerful rebuttal. It reported record fiscal third-quarter results as high-bandwidth memory became critical to AI accelerators. HBM requires more capacity and technical sophistication than conventional memory, potentially supporting stronger pricing and margins. If supply remains disciplined while demand expands, Micron's cycle may be structurally better than the old commodity pattern. The bear case is its planned capital spending of more than $25 billion and the possibility that today's shortages invite too much future supply.
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) offers a broader toll-road thesis. Its second-quarter gross margin reached 67.7%, and the ongoing 2-nanometer ramp can deepen its lead in advanced manufacturing. It benefits whether customers favor Nvidia, AMD, custom accelerators, or other designs. However, that dominance brings enormous fabrication costs, customer concentration, geopolitical exposure, and the difficulty of maintaining exceptional margins while new capacity comes online.
The two holdings do not necessarily predict weaker AI demand. They simply provide two different ways to monetize it. Micron has greater operating leverage if HBM prices stay tight, but Taiwan Semiconductor has more diversified exposure across the entire computing stack. The first offers a sharper cyclical upside; the second offers a more durable platform with risks investors cannot ignore. That tradeoff explains why reducing one position need not invalidate its thesis.
#quarter #semiconductor
16 days ago
The Dow Jones Industrial Average (DJINDICES:^DJI) gained 0.56% to 53,062, the S&P 500 (SNPINDEX:^GSPC) rose 0.47% to 7,667, and the Nasdaq Composite (NASDAQINDEX:^IXIC) added 0.45% to 26,218, as the major indexes snapped multi-day losing streaks despite persistent geopolitical tensions.
Dell Technologies (NYSE:DELL) shares surged after the hardware giant lifted its annual revenue forecast, while Nvidia (NASDAQ:NVDA) helped lead the technology recovery.
Investors also monitored Snowflake (NYSE:SNOW) and Broadcom (NASDAQ:AVGO) as the technology firms prepared to report quarterly results after hours, following a significant year-to-date rally.
Perhaps the biggest news item today in the stock market came from Dell Technologies, which rose 16% after reporting blowout earnings. Sales and adjusted EPS rose 58% and 203% in the quarter, while its AI-Optimized Server business doubled its revenue. Most importantly, the AI unit recorded $61 billion in orders, bringing its backlog to over $95 billion and underscoring the company's growing importance in the AI **** e.
On the other hand, cybersecurity juggernaut Palo Alto Networks (NASDAQ:PANW) dropped 9% today after reporting fine (but not perfect) earnings. This decline is likely nothing for interested or current shareholders to worry about, as PANW stock was trading close to perfection after more than doubling over the last six months.
#PANW #Stock
Dell Technologies (NYSE:DELL) shares surged after the hardware giant lifted its annual revenue forecast, while Nvidia (NASDAQ:NVDA) helped lead the technology recovery.
Investors also monitored Snowflake (NYSE:SNOW) and Broadcom (NASDAQ:AVGO) as the technology firms prepared to report quarterly results after hours, following a significant year-to-date rally.
Perhaps the biggest news item today in the stock market came from Dell Technologies, which rose 16% after reporting blowout earnings. Sales and adjusted EPS rose 58% and 203% in the quarter, while its AI-Optimized Server business doubled its revenue. Most importantly, the AI unit recorded $61 billion in orders, bringing its backlog to over $95 billion and underscoring the company's growing importance in the AI **** e.
On the other hand, cybersecurity juggernaut Palo Alto Networks (NASDAQ:PANW) dropped 9% today after reporting fine (but not perfect) earnings. This decline is likely nothing for interested or current shareholders to worry about, as PANW stock was trading close to perfection after more than doubling over the last six months.
#PANW #Stock
16 days ago
Palo Alto Networks Inc (NYSE:PANW, XETRA:5AP) shares fell 10% Wednesday even after the cybersecurity company beat expectations across key fourth-quarter metrics and issued fiscal 2027 guidance above Street estimates.
The company reported next-generation security (NGS) annual recurring revenue of $9.1 billion, up 63% year-over-year, topping the Street's $8.86 billion estimate and including nearly $1 billion in net new ARR.
Revenue came in at $3.41 billion versus expectations of $3.35 billion, while remaining performance obligations reached $21.2 billion against a $20.95 billion estimate. Earnings per share of $1.02 beat the $0.98 consensus.
Operating margin was roughly in line at 29.6% versus an expected 29.3%, while gross margin came in light at 74.8% versus 76%.
Analysts at BofA said the muted market reaction reflected an unusually high bar for the quarter rather than any weakness in execution, noting that elevated investor expectations, driven by anticipation around Chronosphere, CyberArk cross-sell and improving cyber demand, left investors looking for an even stronger beat.
#beat #company #year
The company reported next-generation security (NGS) annual recurring revenue of $9.1 billion, up 63% year-over-year, topping the Street's $8.86 billion estimate and including nearly $1 billion in net new ARR.
Revenue came in at $3.41 billion versus expectations of $3.35 billion, while remaining performance obligations reached $21.2 billion against a $20.95 billion estimate. Earnings per share of $1.02 beat the $0.98 consensus.
Operating margin was roughly in line at 29.6% versus an expected 29.3%, while gross margin came in light at 74.8% versus 76%.
Analysts at BofA said the muted market reaction reflected an unusually high bar for the quarter rather than any weakness in execution, noting that elevated investor expectations, driven by anticipation around Chronosphere, CyberArk cross-sell and improving cyber demand, left investors looking for an even stronger beat.
#beat #company #year
16 days ago
Palo Alto Networks shares fell 10% despite beating ******* ysts' revenue and earnings estimates for Q4.
Investors were disappointed by the company's conservative fiscal 2027 outlook, despite strong cybersecurity demand.
The stock remains up 75% year-to-date, even after Wednesday's decline.
Palo Alto Networks shares are tumbling Wednesday even though the cybersecurity software maker's fiscal fourth-quarter results beat ******* ysts' estimates.
Palo Alto Networks (PANW) stock was down 10% in recent trading to $325 as investors may have been looking for more from the company's latest earnings report. After last night's closing bell, Palo Alto Networks reported Q4 revenue of $3.41 billion and adjusted earnings of $1.02 per share, each narrowly topping the Visible Alpha consensus of $3.35 billion and $0.98 per share.
#earnings
Investors were disappointed by the company's conservative fiscal 2027 outlook, despite strong cybersecurity demand.
The stock remains up 75% year-to-date, even after Wednesday's decline.
Palo Alto Networks shares are tumbling Wednesday even though the cybersecurity software maker's fiscal fourth-quarter results beat ******* ysts' estimates.
Palo Alto Networks (PANW) stock was down 10% in recent trading to $325 as investors may have been looking for more from the company's latest earnings report. After last night's closing bell, Palo Alto Networks reported Q4 revenue of $3.41 billion and adjusted earnings of $1.02 per share, each narrowly topping the Visible Alpha consensus of $3.35 billion and $0.98 per share.
#earnings
