Palo Alto Networks reports Q2 revenue up 15% YoY to $2.6B, above $2.58B est., and projects Q3 adjusted EPS below estimates; PANW drops 7%+
Palo Alto Networks reports Q2 revenue up 15% YoY to $2.6B, vs. $2.58B est., and projects Q3 adjusted EPS below estimates; PANW drops 7%+ after hours
Elias Schisgall /Wall Street Journal:NEW
Google invests an undisclosed sum in Sakana AI, valued at $2.6B in November 2025, to boost Gemini's presence in Japan; Sakana AI gains access to Google's LLMs
Google joined Japanese startup Sakana AI's roster of backers in a move that bolsters chatbot Gemini's presence in a country eager …
Sources: Cisco is in advanced talks to acquire cybersecurity company Axonius for $2B; Axonius has raised ~$700M and was valued at $2.6B during earlier rounds
Sources: Cisco is in advanced talks to acquire cybersecurity company Axonius for $2B; Axonius has raised ~$700M and was valued at $2.6B during earlier rounds
Exclusive: The deal would follow a string of major acquisitions as Cisco strengthens its enterprise security portfolio.
Analysis: Oracle has moved $66B of debt for building AI data centers off its balance sheet using SPVs; Meta has moved $30B, xAI moved $20B, and CoreWeave $2.6B
Creative financing helps insulate Big Tech while binding Wall Street to a future boom or bust
The Canada Pension Plan Board and Australia's Goodman agree to invest $2.6B+ in data centers in Frankfurt, Amsterdam, and Paris, starting to build in June 2026
The Canada Pension Plan Investment Board and Australia's Goodman Group agreed to set up a multibillion dollar European data center business …
Tokyo-based Sakana AI raised a ~$135M Series B from MUFG, Khosla, Macquarie, NEA, Lux, and others at a ~$2.6B valuation, becoming Japan's most valuable unicorn
At present, we are seeing a record amount of capital pouring … eWeek : Sakana AI Becomes Japan's Most Valuable Unicorn Maija Palmer / Global Corporate Venturing : ‘Big in Japan’ is not enough — where ...
SpaceX agrees to acquire EchoStar's unpaired AWS-3 licenses for $2.6B in stock, after EchoStar sold AWS-4 and H-block licenses to SpaceX for ~$17B in September
Bloomberg :
SpaceX agrees to acquire EchoStar's unpaired AWS-3 licenses for $2.6B in stock, after EchoStar sold AWS-4 and H-block licenses to SpaceX for ~$17B in September
EchoStar Corp. reported a $16.5 billion impairment charge and agreed to sell more spectrum licenses to Elon Musk's SpaceX …