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PANW News30 articles
G7 Leaders Debate AI Model Access Amid OpenAI's $1T IPO Plan and Rising China Competition
G7 leaders debate AI model access as OpenAI files for a $1T IPO. Anthropic restricts models, China boosts local AI, and cybersecurity deals surge.
Technology
BlackBerry Stock Drops 8.5% Ahead of Q1 Earnings Report
BlackBerry shares slid 8.5% to $8.50 as investors eye June 25 Q1 earnings, with focus on QNX growth and revenue forecast of $132-$140 million.
Earnings
Palo Alto Networks Dips Despite Strong Forecast, AI Stocks in Focus
Palo Alto Networks shares slid 2.6% to $272.05 Friday despite raising annual revenue outlook and strong growth, as tech selloff pressures AI stocks.
Markets
Rubrik Shares Dip Despite Strong Revenue Growth and Raised Forecast
Rubrik shares slipped 3% despite a 39% revenue surge and raised fiscal 2027 forecast, as AI security demand boosts subscriptions but GAAP losses and competition persist.
Earnings
CrowdStrike Beats Q1 Estimates, Shares Fall on Rising AI Costs
CrowdStrike shares plunged about 8% after hours on Wednesday, even as the cybersecurity firm beat Q1 revenue and earnings estimates and raised its full-year outlook, with AI-related costs climbing.
Earnings
Oracle's $50B Infrastructure Push Raises Cash Flow Worries
Oracle shares fell 5.4% amid worries over $50B in planned capex and negative free cash flow, as investors eye the $553B AI backlog ahead of Q4 earnings.
Earnings
Dow Falls 338 Points as Oil Surge and Tech Slump End Rally
The Dow fell 338 points as oil surged near $100 a barrel on escalating Middle East conflict, reviving inflation fears and ending Wall Street's record run. Tech stocks led declines.
Markets
Stocks Retreat as Oil Surge and Jobs Data Cloud Rate Cut Hopes
U.S. stocks fell from record highs as rising oil prices and strong ADP jobs data pressured markets, with tech shares leading declines.
Markets
Palo Alto Networks Dips Despite AI Security Revenue Surge
Palo Alto Networks shares slipped in premarket trading despite a 31% revenue increase to $3.0 billion and raised full-year guidance, as investors weigh whether AI-driven growth is already reflected in the stock price.
Technology
Futures Mixed as Oil Surge Tests Wall Street Records, AI Stocks Rally
U.S. stock futures were mixed Wednesday as a sharp rise in oil prices fueled inflation worries, checking Wall Street's record run. AI stocks rallied after Nvidia's endorsement of Marvell Technology.
Markets
AI Chip Boom Fuels Record Highs, but After-Hours Trading Stays Flat
U.S. stocks closed at records driven by AI hardware, but after-hours action was quiet. HPE surged on strong earnings, while job openings jumped.
Markets
Palo Alto Networks Surges on AI Security Demand, Lifts 2026 Forecast
Palo Alto Networks shares soared 7.4% in extended trading after raising its 2026 revenue and profit guidance, driven by a 31% revenue jump to $3.0 billion and robust AI security demand.
Earnings
CrowdStrike Earnings Preview: AI-Driven Surge Faces Crucial Test
CrowdStrike shares fell 2.2% to $764.67 ahead of Wednesday's Q1 results. Options imply a potential 9.5% move as the market weighs AI demand against elevated valuation.
Earnings
Market Movers: Micron Surges on AI, Preferred Bank Undervalued
US stock futures edged higher Tuesday amid robust global manufacturing data, while Micron Technology reported a 196% surge in Q2 revenue driven by AI demand.
Markets
Wall Street Rally Faces Jobs Test as Fed and AI Earnings Loom
S&P 500 and Nasdaq closed May at record highs, capping nine weeks of gains. Markets now eye Friday's nonfarm payrolls and tech earnings from Palo Alto Networks, CrowdStrike, and Broadcom.
Markets
Palo Alto Networks Jumps on AI Acquisition, Earnings Ahead
Palo Alto Networks shares surged 9.28% to $281.69 Friday after closing its Portkey AI acquisition. The stock rose 8.1% for the holiday-shortened week, with earnings due Tuesday.
Technology
Palo Alto Networks Hits Record High on AI Security Demand Ahead of Earnings
Palo Alto Networks shares hit a record $281.69, up 9.3%, as AI security tailwinds and analyst optimism fuel buying ahead of earnings.
Technology
CrowdStrike Rides AI Wave to New Heights Ahead of Earnings
CrowdStrike shares climbed 6.5% as AI-driven cybersecurity demand lifts sector. Earnings report due June 3.
Earnings
SentinelOne Stock Plunges on Weak Guidance, Job Cuts
SentinelOne shares tumbled nearly 20% premarket Friday after the company issued weak Q2 revenue guidance and announced plans to cut about 8% of jobs.
Technology
SentinelOne Shares Plunge on Weak Forecast, Announces 8% Workforce Reduction
SentinelOne shares fell 18.65% after hours after the company forecast Q2 revenue below Wall Street estimates and announced plans to cut 8% of its workforce.
Earnings
Okta Stock Climbs on Q1 Beat, AI Identity Push Offsets Sector Jitters
Okta shares jumped 5.8% after Q1 revenue of $765M and EPS of $0.91 beat estimates, fueled by AI agent identity management demand.
Earnings
Futures Rise on AI Optimism; Goldman Sachs Boosts S&P 500 Target
Stock futures rose early Wednesday, driven by AI enthusiasm and chip stocks, with Goldman Sachs lifting its S&P 500 target to 8,000. Micron led gains after UBS hiked its price target.
Markets
Wall Street Hits Fresh Peaks as AI Chip Trade Powers After-Hours Moves
The S&P 500 and Nasdaq closed at all-time highs Tuesday, driven by AI chip demand. Micron briefly hit $1 trillion market cap, Qualcomm surged on a ByteDance deal, and Zscaler dropped after weak revenue guidance.
Markets
Fortinet Shares Hit Record High on AI Security Deal and Strong Q1
Fortinet shares closed at a record high Friday, buoyed by strong first-quarter results and an AI security partnership with Nvidia, even as the broader tech market declined.
Technology
Cisco Stock Nears Record as AI Orders Face Earnings Test
Cisco shares rose 2.23% to $98.72 as traders bet on strong AI orders and an earnings beat, with options implying a 5.8% swing. Polymarket contracts show 94% odds of beating EPS estimates.
Earnings
CrowdStrike Shares Rally 8% on AI Cybersecurity Optimism Amid Insider Sale
CrowdStrike shares jumped 8% as AI cybersecurity names rebounded, with CEO George Kurtz selling 5,000 shares under a pre-set plan. Q1 fiscal 2027 earnings are set for June 3.
Technology
Palo Alto Networks Warns of Active Exploitation in PAN-OS Firewall Flaw
Palo Alto Networks reports active exploitation of a critical PAN-OS firewall flaw, CVE-2026-0300, with patches rolling out May 13. CISA adds the bug to its exploited list.
Technology
Dow Slides Below 50,000 as Oil Volatility and Chip Selloff Weigh on Market
The Dow fell 313 points to close below 50,000 amid oil volatility and a chip stock selloff. Nvidia and Microsoft gained, while jobless claims rose and the Fed signaled rates on hold.
Markets
Dow Jones Slips Below 50,000 as Chip Stocks Drag, Focus Shifts to Jobs Data
The Dow Jones Industrial Average fell below 50,000 on Thursday as chip stocks retreated and investors awaited the monthly jobs report.
Markets
Dow Dips Below 50,000 as Oil Drop Weighs on Energy Stocks
The Dow slipped below 50,000 by midday Thursday as oil prices fell nearly 3% on hopes for a U.S.-Iran deal, dragging energy shares lower.
Markets