Pomegra
Technology
MAJOR
6d ago6 min read
Palantir, CrowdStrike, Okta Slide as AI Stocks Unwind
Palantir lost about $40 billion in value as CrowdStrike and Okta fell roughly 10% on Nov. 5, when investors sold software's biggest AI winners.
Company hub
PANW stock news & analysis
Everything Pomegra has published on PANW: 25 news articles and 2 market briefs, newest first.
Market briefs on PANW
- Fortinet Stock Plunges 25% on Breach Report After Q3 Beat
Fortinet (FTNT) shares fell to about $130 after hours as an unconfirmed breach report hit a strong quarter.
Oct 28
- Cybersecurity Stocks Jump 7% After PHP2Shell Flaws
Cloudflare (NET) rose about 7%, CrowdStrike (CRWD) 6% and Zscaler (ZS) 7% as emergency PHP patches rolled out
Oct 21
PANW news
Technology
NOTABLE
Nov 35 min read
CrowdStrike (CRWD) Upgrade Gain Fades After Open
CrowdStrike (CRWD) rose 3.4% premarket on a Deutsche Bank upgrade to buy and Palo Alto gained 2%, but both reversed as the Nasdaq slid on Monday, Nov. 2.
Business & Earnings
MAJOR
Oct 295 min read
Fortinet FTNT Falls 25% After Hours Despite Q3 Beat
Fortinet shares dropped about 25% after hours on Oct. 28 as product revenue growth slowed to 37% from 52%, and the selloff pulled down Salesforce, Palo Alto, Intuit and Adobe.
Markets
SEISMIC
Sep 285 min read
NVDA Surges 2% on Record $150B Buyback and AI Safety Launch
Nvidia's board authorized a record $150 billion addition to its share repurchase program and unveiled an open AI agent containment platform on Monday, sending NVDA shares up roughly 2% to around $229.
Markets
MAJOR
Sep 176 min read
Bernstein Cuts PANW, OKTA, SentinelOne, Lifts Targets
Bernstein downgrades three cybersecurity leaders to Market Perform from Outperform after a near-100% sector rally stretches valuations to fair value, even as price targets move higher.
Technology
MAJOR
Sep 176 min read
Cybersecurity Stocks Surge on AI Regulation Bet
Cybersecurity stocks staged a three-session rally as the Amodei-Altman AI slowdown call raised expectations for federal safety mandates and compliance spending.
Markets
SEISMIC
Sep 166 min read
Nike Exits S&P 100 After 79% Stock Collapse
Nike's 18-year tenure in the S&P 100 ends September 21 as NKE shares crater to a 12-year low, erasing more than $200 billion in market value since 2021.
Technology
MAJOR
Sep 157 min read
CrowdStrike Surges as Cyber Stocks Become Safe Haven
CrowdStrike and peer cybersecurity names surged as investors rotated out of AI chip infrastructure stocks, treating endpoint and cloud security as defensive plays in a tech selloff.
Markets
MAJOR
Sep 106 min read
Nike NKE Hits 12-Year Low on BMO Underperform, S&P 100 Exit
BMO Capital Markets initiated NKE at Underperform with a $30 price target - more than 20% below the current print - arguing that structural global demand erosion makes the stock's ongoing…
Technology
MAJOR
Sep 35 min read
Zscaler Q4 FY2026: Guidance Erases May Crash Shadow
Zscaler posted Q4 FY2026 revenue of $719.2 million, up 21% year-over-year, and lifted full-year FY2027 growth guidance to 24.7%, decisively reversing the cautious trajectory that triggered a 31.5%…
Technology
MAJOR
Sep 36 min read
PANW Crushes Q4 FY2026, Acquires AI Security Firm Console
Palo Alto Networks topped every Q4 FY2026 metric, posting 34% revenue growth and a 63% surge in next-gen security ARR, then announced the acquisition of agentic-AI cybersecurity platform Console.
Markets
MAJOR
Sep 15 min read
PANW Beats Q4 FY2026, Falls 7% on Valuation
Palo Alto Networks beat fiscal Q4 2026 estimates and acquired agentic AI startup Console, yet PANW shares tumbled 7% as the stock's rich valuation absorbed the clear earnings beat.
Technology
MAJOR
Sep 15 min read
PANW Q4 2026 Earnings: $3.35B Revenue Test
Palo Alto Networks reports Q4 2026 after the close with $3.35B revenue expected, $0.98 non-GAAP EPS, and a 50x forward multiple that punishes any guidance miss.
Technology
NOTABLE
Aug 305 min read
PANW Hits 52-Week High Before Sept. 1 Earnings
Palo Alto Networks reaches $398.88, its highest mark in a year, as Benchmark lifts its price target to $400 and the Street prices in a record next-gen security ARR quarter driven by AI workload…
Geopolitics
SEISMIC
Aug 266 min read
Chinese Spy Platforms QScan, QTRouter Seized by DOJ, FBI
The Justice Department and FBI shut down two Chinese state-sponsored cyber-espionage platforms Wednesday, revealing an eight-year infiltration of the Federal Reserve, NASA, the DOJ, the U.S.…
Markets
Jul 227 min read
PANW, CRWD Lead Cybersecurity Rally Amid Bank Breach Wave
Shares of major cybersecurity stocks including Palo Alto Networks and CrowdStrike surged double digits in mid-July 2026 as cascading financial sector breaches and an IBM earnings warning drove…
Technology
Jul 136 min read
PANW CEO: AI Token Costs Must Drop 90%
Palo Alto Networks CEO Nikesh Arora told CNBC on July 9 that AI inference pricing must fall by as much as 90% before enterprise adoption can reach meaningful scale, intensifying industry pressure…
Technology
Jul 105 min read
PANW CEO: AI Token Costs Must Fall 90%
Palo Alto Networks CEO Nikesh Arora says enterprise AI adoption hinges on a 90% price reduction in token costs as agentic workloads push total bills higher despite per-unit declines.
Markets
Jun 266 min read
George Kurtz: AI to Fuel Cyber Stocks in 2026
CrowdStrike CEO George Kurtz says AI-powered threats and surging AIDR pipeline growth will make cybersecurity stocks 2026's most durable tech play.
Markets
Jun 46 min read
Active Stocks: GameStop, Palo Alto Networks, Macy's
GameStop posts record profit and bids for eBay; Palo Alto Networks beats on AI security demand; Macy's lifts 2026 guidance—all ranking among the day's most active stocks.
Technology
May 278 min read
Zscaler ZS Stock 24% Crash in May 2026: 5 Reasons Why
Zscaler shares plunged 24% on May 27, 2026 — one of the steepest single-session drops in the stock's history — despite a strong Q3 FY2026 earnings beat, as a surprise free cash flow guidance cut…
Technology
Apr 208 min read
Is the Tech Stock Rally Only Just Beginning? A Market Snapshot — April 20, 2026
The Nasdaq Composite entered Monday's session riding a historic 13-day winning streak, the longest since 1992, as Wall Street pivots aggressively back into the AI supercycle. The S&P 500 has already s...
Technology
Apr 1111 min read
Anthropic Built Its Most Powerful AI Ever — Then Locked It Away
Anthropic's Claude Mythos Preview represents the most capable AI model the company has ever produced — and also the one it fears the most. The San Francisco-based AI lab has opted to withhold the mode...
Technology
Apr 89 min read
Anthropic Unveils Claude Mythos and Project Glasswing in AI Cybersecurity Watershed Moment
Anthropic has launched Project Glasswing, a $100 million AI cybersecurity coalition anchored by an unpublished frontier model — Claude Mythos Preview — that the company itself deems too dangerous for ...
Markets
Mar 2710 min read
Cybersecurity Stocks Sink as Anthropic's 'Claude Mythos' Leak Reshapes AI Threat Calculus
Shares of the sector's biggest names dropped as much as 7.9% Friday after leaked documents revealed Anthropic's unreleased Claude Mythos model is "far ahead of any other AI model in cyber capabilities...