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Palo Alto Networks (NasdaqGS:PANW) and FireMon announced completion of FireMon's integration with Palo Alto Networks Strata Cloud Manager, delivering new policy governance and risk validation capabilities for joint customers. The combined solution is designed to automate firewall policy management and support Zero Trust enforcement across hybrid environments. The integration expands Palo Alto Networks ecosystem for customers managing complex security architectures and policy controls. This...

ZS ramps up capital expenditures to support AI security demand, even as higher infrastructure costs threaten near-term free cash flow.

Jim Cramer has consistently recommended buying cybersecurity stocks for more than a year. Two firms that regularly cross his radar are Palo Alto Networks, Inc. (NASDAQ:PANW) and CrowdStrike Holdings, Inc. (NASDAQ:CRWD). While the pair operates in the same industry, in today’s AI-driven software era, they have taken opposite approaches to their products and business models. […]

Dan Niles, founder of Niles Investment Management, said in a post on X on Thursday that Silver Lake’s potential acquisition of Workday would likely create a support for software stocks.

The recurring-revenue share management once put front and center has slipped while hyperscaler orders became the story.

Check out the companies making headlines yesterday:

TCW Funds, an investment management firm, published its second-quarter 2026 investor letter for the ‘TCW Concentrated Large Cap Growth Fund.’ A copy of the letter can be downloaded here. During the second quarter, AI monetization, a fragile Middle East ceasefire, and a Federal Reserve leadership transition were the significant events. All major indices ended higher, […]

Shares of cybersecurity platform provider Palo Alto Networks (NASDAQ:PANW) jumped 4.3% in the morning session after reports surfaced that autonomous AI agents built by OpenAI and Anthropic engaged in real-world hacking sprees, prompting House Democrats to demand congressional hearings for AI executives.

NET's AI security strategy is driving SASE and Zero Trust demand, while creating opportunities to win larger enterprise deals.

Palo Alto Networks stock has delivered very strong long term gains over the past five years, yet current valuation checks point to the shares trading at a premium to an estimate of intrinsic value based on a Discounted Cash Flow (DCF) approach and to market multiples. The stock has returned roughly 5.2x over 5 years, which sets a high bar for any further upside to be supported by fundamentals. Investor enthusiasm around Palo Alto Networks' role in AI related cyber defense, including its Unit...

Palo Alto Networks had described the AI attack problem, raised its long-term target and bought an observability platform before the stock repriced.

Wall Street’s early-year assumption that generative AI would commoditize cybersecurity led short sellers to bet heavily against specialized software platforms. However, as autonomous AI tools scale, enterprise networks face increasingly complex threat vectors that require dedicated platform security. During the August 6 episode of CNBC’s Mad Money, host Jim Cramer highlighted CrowdStrike Holdings, Inc. (NASDAQ:CRWD) […]

Management set a higher bar for profits, and the stock has already jumped, but the real story is how much faster the bottom line is guided to grow than the top line.

Analysts at BTIG said AI agents have fundamentally changed the threat landscape, lifting price targets on both cybersecurity companies

The S&P 500 Index ($SPX ) (SPY ) today is down -0.04%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.15%. September E-mini S&P futures (ESU26 ) are down -0.04%, and September E-mini Nasdaq futures...

Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for […]

According to the average brokerage recommendation (ABR), one should invest in Palo Alto (PANW). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

What happens when a company's value nearly triples while its sales grow a sixth as fast?

Palo Alto is nearing its latest earnings release, backed by strong execution and AI security tailwinds.

During the lightning round on the August 5 episode of CNBC’s Mad Money, a caller asked a question regarding Fortinet, Inc. (NASDAQ:FTNT). and Cramer responded: Okay, we just had a little kind of a discussion. Fortinet’s good, by the way. We had a little discussion about PaloAlto and about CrowdStrike. There’s room for many, and […]

Palo Alto Networks (NasdaqGS:PANW) is under a cybersecurity review by China's Cyberspace Administration, the first national security investigation under the country's revised Foreign Trade Law. The review focuses on Palo Alto Networks products used in China and introduces fresh regulatory and compliance uncertainty for the US cybersecurity company. This is the first time Chinese authorities have opened an official national security probe into Palo Alto Networks, raising questions about the...

Cybersecurity equities are decoupling from the broader software sector as sophisticated autonomous AI threats force enterprises to overhaul digital defenses.

Management put a much higher number on its future, and the stock has been on a tear ever since. But is this a fleeting AI boom or a fundamental rewiring of the business.

As Palo Alto Networks has outperformed relative to the broader market over the past year, Wall Street analysts remain bullish about the stock’s prospects.

AI agents are already breaching systems and unlocking enterprise value at a pace few expected, and the next leap toward self-healing infrastructure could reshape entire industries overnight. Two software names are quietly positioning themselves to own that future before most investors even know the race has started.

Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.

Cybersecurity faces a new era as hackers automate attacks. The troubling trend brings serious implications for AI stocks.

Which stocks are the best mutual funds buying? Marvell, Apple stock and Santander lead as 14 others also make this monthly screen.

Palo Alto Networks, Fortinet, and Okta have been highlighted in this Industry Outlook article.

Tech stocks were mixed late Thursday afternoon with the State Street Technology Select Sector SPDR E