2026-02-18
.@MarleyKayden, @sam_vadas and @G_Tsilis break down Palo Alto Networks' (PANW) second-quarter results and what the company expects for the third quarter. “We saw continued strength in platformizations, a trend that is accelerating due to AI - customers are keen to both modernize [video]
Wall Street Journal
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%+
2026-01-23
Intel (INTC) shares fell as much as 7% after its fourth‑quarter earnings report, in which CFO David Zinsner said the company “exceeded expectations across revenue, gross margin, and EPS even as we navigated industry‑wide supply shortages.” @TheFuturumGroup's @danOBtech says it [video]
CNBC
Intel reports Q4 revenue down 4% YoY to $13.7B, vs. $13.4B est., Data Center and AI revenue up 9% to $4.7B, Q1 guidance below est.; INTC drops 10%+
Intel reported fourth-quarter earnings Thursday that beat Wall Street expectations but offered soft guidance for the current quarter.
Intel (INTC) shares fell as much as 7% after its fourth‑quarter earnings report, in which CFO David Zinsner said the company “exceeded expectations across revenue, gross margin, and EPS even as we navigated industry‑wide supply shortages.” @TheFuturumGroup's @danOBtech says it [video]
Reuters
Intel says it struggled to satisfy demand for its server chips used in AI data centers, and forecasts Q1 2026 revenue and profit below market estimates
Intel (INTC.O) said on Thursday it struggled to satisfy demand for its server chips used in AI data centers, and forecast quarterly revenue …
2025-08-27
Ahead of $OKTA earnings, Joseph Bonner sees $PANW CyberArk acquisition as a key move for AI and future growth. Joseph has a buy on PANW and $CRWD, while @TomWhite_S suggests options trades for both stocks. [video]
CNBC
Okta reports Q2 revenue up 13% YoY to $728M, vs. $711.8M est., net income up 131% to $67M, and increases its fiscal 2026 forecast; OKTA jumps 6%+
Jordan Novet / CNBC :