As of February 17, 2026, the cybersecurity landscape has shifted from a battle of "point products" to a war of integrated platforms. At the center of this transformation is Palo Alto Networks (NASDAQ: PANW). Long recognized as the pioneer of the Next-Generation Firewall (NGFW), the company is currently in the spotlight following its fiscal Q2 [...]
Lam Research has outperformed relative to the broader market over the past year, and Wall Street analysts maintain a highly optimistic outlook on the stock’s prospects.
March S&P 500 E-Mini futures (ESH26) are down -0.40%, and March Nasdaq 100 E-Mini futures (NQH26) are down -0.85% this morning, pointing to a lower open on Wall Street after the long weekend as concerns around AI continue to weigh on sentiment.
Investors and policymakers are bracing for one of the most consequential mornings in recent financial history. This Friday, February 20, 2026, the U.S. government will release a consolidated "data dump" featuring the advance estimate for fourth-quarter 2025 Gross Domestic Product (GDP) and the December 2025 Personal Consumption Expenditures (PCE)
"You get what you pay for" often applies to expensive stocks with best-in-class business models and execution.
While their quality can sometimes justify the premium, they typically experience elevated volatility during market downturns when expectations change.
SANTA CLARA, Calif. — In a move that fundamentally redraws the map of the cybersecurity industry, Palo Alto Networks (NASDAQ: PANW) officially closed its landmark $25 billion acquisition of identity security leader CyberArk (NASDAQ: CYBR) on February 11, 2026. The transaction, the largest in Palo Alto Networks' history, solidifies CEO Nikesh
In a move that fundamentally reshapes the global cloud computing landscape, Alphabet Inc. (NASDAQ: GOOGL) has received unconditional antitrust clearance from the European Union for its $32 billion acquisition of cloud security titan Wiz. This historic decision, finalized on February 10, 2026, clears the final major regulatory hurdle for the
In a move that fundamentally redraws the map of the global cybersecurity landscape, Palo Alto Networks (NASDAQ: PANW) has officially closed its $25 billion acquisition of CyberArk. The deal, finalized on February 11, 2026, represents the largest transaction in the history of the security industry and signals a bold shift
In a move that fundamentally reshapes the landscape of cloud computing and artificial intelligence, Alphabet Inc. (NASDAQ:GOOGL) has secured unconditional antitrust approval from the European Commission for its landmark $32 billion acquisition of cybersecurity leader Wiz. The decision, handed down on February 10, 2026, removes the last major regulatory
Alphabet Inc. (NASDAQ:GOOGL) is on the precipice of finalizing its most ambitious acquisition to date, as its $32 billion buyout of the cybersecurity titan Wiz moves into its final stages. On February 10, 2026, the European Commission granted unconditional antitrust approval for the transaction, removing one of the last
In a move that fundamentally reshapes the global cybersecurity landscape, Palo Alto Networks (NASDAQ:PANW) officially completed its landmark $25 billion acquisition of CyberArk (NASDAQ:CYBR) on February 11, 2026. The transaction, first announced in mid-2025, represents the largest deal in the history of Palo Alto Networks and marks a
As of February 11, 2026, Palo Alto Networks (NASDAQ: PANW) finds itself at the epicenter of a tectonic shift in the cybersecurity industry. Following the company’s latest strategic update and the formal integration of its most ambitious acquisitions to date, the market is reassessing what it means to be a "platform" in a world dominated [...]
On this Wednesday, February 11, 2026, the technology sector is buzzing with the aftershocks of Datadog, Inc. (NASDAQ: DDOG) and its latest fiscal reporting. Once considered a niche "observability" tool for DevOps engineers, Datadog has transformed into an essential central nervous system for the modern enterprise cloud. Following a blowout Q4 2025 earnings report released [...]
Shares of cybersecurity platform provider CrowdStrike (NASDAQ:CRWD) jumped 3.7% in the afternoon session after analysts suggested that the recent "SaaSpocalypse" sell-off had pushed valuations into deeply oversold territory, sparking a wave of opportunistic buying.
