Q
Quant'AbondanceL'abondance, quantifiée.

Actualités

Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.

24,266 signal articles · 40 in last 24h · 115,327 total before filter · latest 2h ago
40last 24h
1794last 7d
300● bullish (7d)
170● bearish (7d)
205publishers
AllMacro318Earnings841M&A103Regulatory25Product16Analyst25
✕ clear all filtersticker: PANWSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Microsoft (MSFT) AI Story Gains Momentum with Deutsche Bank Call and CIO Survey
Insider Monkey46d agoneutral
Microsoft (MSFT) AI Story Gains Momentum with Deutsche Bank Call and CIO Survey

Microsoft Corporation (NASDAQ:MSFT) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. On June 26, Deutsche Bank reiterated the stock as “Buy,” noting that the stock is underappreciated. We are planting our flag and affirming that current AI businesses across the cloud providers we cover are indeed value […]

Palo Alto Networks Surges 9%, CrowdStrike Rises 7%, Okta Gains 5%: Can the Cybersecurity Rally Justify Its Valuations?
24/7 Wall St.47d agobullish
Palo Alto Networks Surges 9%, CrowdStrike Rises 7%, Okta Gains 5%: Can the Cybersecurity Rally Justify Its Valuations?

Shares of Palo Alto Networks (NASDAQ:PANW) are up 9% to $331.91 at midday Monday, leading a sharp rally across cybersecurity platform leaders. CrowdStrike (NASDAQ:CRWD) stock is up 7% to $747.84, and Okta (NASDAQ:OKTA) stock is up 5% to $130.23. The synchronized move caps a powerful run for the group. Year to date (YTD), Palo Alto ... Palo Alto Networks Surges 9%, CrowdStrike Rises 7%, Okta Gains 5%: Can the Cybersecurity Rally Justify Its Valuations?

The Real Risk Inside Cisco Stock
Trefis50d agoneutral
The Real Risk Inside Cisco Stock

After a strong run, it’s natural for any Cisco Systems (CSCO) shareholder to feel confident. The stock is up 72% over the last year, powered by a story of transformation. The company is capturing surging AI demand, raising its forecast for AI infrastructure orders to $9 billion for the fiscal year. But when a stock has priced in this much success, the risks change. The question is no longer just about whether the company can grow, but whether it can grow in a way that justifies the new, higher e

Palo Alto Networks (PANW) Stock After 70% YTD Rally Is The Price Still Reasonable
Simply Wall St.50d agobullish
Palo Alto Networks (PANW) Stock After 70% YTD Rally Is The Price Still Reasonable

Wondering whether Palo Alto Networks at around US$304 per share is offering fair value or stretching expectations? This article walks through how to think about that question in a structured way. The stock has recorded returns of 5.7% over the last 7 days, 22.4% over the last 30 days, 69.6% year to date and 51.7% over the past year, which may have changed how some investors view its risk and opportunity. Over the past few months, Palo Alto Networks has stayed in focus for its role in...

The AI Race Has Changed: How MSPs Drive Growth for SMBs: Pax8 CSO Ryan Walsh, possibl.ai CEO Nyssa Waters, Live from Pax8 Beyond 2026
Exec Edge50d agoneutral
The AI Race Has Changed: How MSPs Drive Growth for SMBs: Pax8 CSO Ryan Walsh, possibl.ai CEO Nyssa Waters, Live from Pax8 Beyond 2026

Watch Video Highlights Below, or Click HERE: Tech Edge hosted a fireside chat on June 9 at Pax8 Beyond 2026 in Salt Lake City with Ryan Walsh, co-founder, Chief Strategy Officer and Channel Chief at Pax8, and Nyssa Waters, co-founder and Chief Executive Officer at possibl.ai. The in-person interview was joined by Editor-at-Large Jarrett Banks and […] The post The AI Race Has Changed: How MSPs Drive Growth for SMBs: Pax8 CSO Ryan Walsh, possibl.ai CEO Nyssa Waters, Live from Pax8 Beyond 2026 appe

Forget CrowdStrike. For 0.59% This Fund Owns It Plus 30 Cybersecurity Rivals
24/7 Wall St.52d agoneutral
Forget CrowdStrike. For 0.59% This Fund Owns It Plus 30 Cybersecurity Rivals

Holders of CrowdStrike (NASDAQ:CRWD) own the household name in cybersecurity, and the stock has rewarded that conviction with a 45.26% year-to-date gain through June 23. The catch is concentration. A single Falcon sensor incident in July 2024 still drags litigation costs across CrowdStrike’s results. The First Trust NASDAQ Cybersecurity ETF (NASDAQ:CIBR) keeps CrowdStrike as its ... Forget CrowdStrike. For 0.59% This Fund Owns It Plus 30 Cybersecurity Rivals

Growth Through the Microsoft Alliance: Pax8’s Kristen Fehrenbach and New Charter’s Michelle Curtis, Live from Pax8 Beyond 2026
Exec Edge52d agoneutral
Growth Through the Microsoft Alliance: Pax8’s Kristen Fehrenbach and New Charter’s Michelle Curtis, Live from Pax8 Beyond 2026

Watch Video Highlights Below, or Click HERE: Tech Edge hosted a fireside chat on June 9 at Pax8 Beyond 2026 in Salt Lake City with Kristen Fehrenbach, Vice President of Global Microsoft Alliance at Pax8, and Michelle Curtis, Chief Revenue Officer at New Charter Technologies . The in-person interview was joined by Editor-at-Large Jarrett Banks and they discussed how MSPs can […] The post Growth Through the Microsoft Alliance: Pax8’s Kristen Fehrenbach and New Charter’s Michelle Curtis, Live from

Unlocking an AI Boom in Small Business: Pax8 VP of AI Adoption Chance Weaver, Live from Pax8 Beyond 2026
Exec Edge52d agoneutral
Unlocking an AI Boom in Small Business: Pax8 VP of AI Adoption Chance Weaver, Live from Pax8 Beyond 2026

Watch Video Highlights Below, or Click HERE: Tech Edge hosted a fireside chat on June 9 at Pax8 Beyond 2026 in Salt Lake City with Chance Weaver, Vice President of AI Adoption at Pax8. The in-person interview was joined by Editor-in-Chief John Jannarone and they discussed how managed service providers can help small businesses adopt AI […] The post Unlocking an AI Boom in Small Business: Pax8 VP of AI Adoption Chance Weaver, Live from Pax8 Beyond 2026 appeared first on ExecEdge.

Will Faster Acquisition Integration and AI-Driven Platforms Change Palo Alto Networks' (PANW) Narrative?
Simply Wall St.53d agoneutral
Will Faster Acquisition Integration and AI-Driven Platforms Change Palo Alto Networks' (PANW) Narrative?

Palo Alto Networks recently highlighted that its integration of acquisitions such as CyberArk has surpassed profitability targets ahead of schedule while organic revenue growth has accelerated, supported by strong adoption of its three-platform, AI-infused cybersecurity offering. Management argues that the rise of AI-enabled attacks is pushing enterprises toward consolidated, AI-powered security platforms, positioning Palo Alto Networks as a key beneficiary of this shift in spending...

Palo Alto Networks (PANW) Faces Margin Pressure As Fortinet Gains Ground In SASE
Simply Wall St.53d agoneutral
Palo Alto Networks (PANW) Faces Margin Pressure As Fortinet Gains Ground In SASE

Palo Alto Networks is facing rising integration costs from recent large acquisitions, which are putting pressure on margins. These cost and margin issues are emerging as key near term risks that set the company apart from core cybersecurity peers. Rivals such as Fortinet are gaining traction with stronger adoption of unified SASE security platforms, sharpening competitive pressures. Palo Alto Networks, NasdaqGS:PANW, is drawing attention as higher integration costs from its recent...