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Bloomberg6d agoneutral
Xi Flexes Expanding Legal Arsenal to Warn Trump Ahead of Summit

(Bloomberg) -- China’s latest barrage of countermeasures against the US drew on an expanding legal arsenal, demonstrating Beijing’s growing capacity to retaliate while warning Washington against further tech curbs before Xi Jinping’s expected visit next month.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftMicrosoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowMajor Hedge Funds Targeted in Wave of Att

China launches cybersecurity review into Palo Alto Networks products
Reuters6d agoneutral
China launches cybersecurity review into Palo Alto Networks products

China has launched a cybersecurity review of products sold in the country by U.S. company Palo Alto Networks, citing risks ‌to critical information infrastructure and national security, the country's cyberspace regulator said on ‌Thursday. The Cyberspace Administration of China (CAC) said the review was initiated under China's national security and cybersecurity laws. It did ​not identify the products involved, detail alleged vulnerabilities or say what action Palo Alto could face.

Palo Alto Networks (PANW) Could Be 131% Overvalued On FireMon Integration News
Simply Wall St.6d agoneutral
Palo Alto Networks (PANW) Could Be 131% Overvalued On FireMon Integration News

FireMon integration puts Palo Alto Networks stock back in focus FireMon’s completed integration with Palo Alto Networks (PANW) Strata Cloud Manager gives investors a fresh product-related data point to consider. It links policy intelligence directly into Palo Alto Networks cloud-managed security environments. See our latest analysis for Palo Alto Networks. Palo Alto Networks shares closed at US$362.66 on 5 August, with a 7 day share price return of 15.44% and a 90 day share price return of...

Investing.com6d agoneutral
Wall Street hit by wave of AI-powered ’vishing’ cyberattacks - Bloomberg

A wave of sophisticated cyberattacks has targeted several of Wall Street’s most prominent money managers in recent days, highlighting the growing threat posed by artificial intelligence-enabled fraud, Bloomberg reported. The hackers attempted to breach information systems at major hedge funds—including Two Sigma Investments, Citadel, and Point72 Asset Management—as well as several private equity firms, according to people familiar with the matter who spoke to Bloomberg on the condition of anonym

How Earnings Momentum, AI Security Demand, and M&A Integration At Palo Alto Networks (PANW) Has Changed Its Investment Story
Simply Wall St.8d agoneutral
How Earnings Momentum, AI Security Demand, and M&A Integration At Palo Alto Networks (PANW) Has Changed Its Investment Story

Palo Alto Networks recently reported solid quarterly results and ongoing progress integrating CyberArk and Chronosphere, while preparing to release its fiscal fourth-quarter and full-year 2026 earnings on September 1. At the same time, investors are weighing strong demand for AI-driven, consolidated cybersecurity platforms against concerns around margins, long customer payback periods, and acquisition-related risks. We’ll now examine how the latest earnings momentum and AI-driven...

Investing.com9d agoneutral
Software catches a bid as investors rotate ahead of Palantir earnings

Investing.com -- The software sector is catching a major tailwind today, fueled by a noticeable rotation out of semiconductor stocks and into high-growth enterprise tech. Microsoft’s (NASDAQ: MSFT) strong pre-market rally—driven by a massive $90 billion Q4 print and 43% Azure growth—has ignited a broader bid across the iShares Expanded Tech-Software Sector ETF.

3 Reasons to Avoid PANW and 1 Stock to Buy Instead
StockStory10d agobullish
3 Reasons to Avoid PANW and 1 Stock to Buy Instead

The past six months have been a windfall for Palo Alto Networks’s shareholders. The company’s stock price has jumped 82.4%, hitting $322.75 per share. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.

'Tech Titan' Arora spearheads $1bn shot at NBA's London basketball team
Sky News11d agoneutral
'Tech Titan' Arora spearheads $1bn shot at NBA's London basketball team

The US technology billionaire who led the acquisition of English cricket's most lucrative Hundred franchise is in talks to buy London's new NBA Europe team. Sky News has learnt that Nikesh Arora, chief executive of the New York-listed cybersecurity firm Palo Alto Networks, is on a list of bidders being considered to acquire the latest addition to the capital's sports line-up. Mr Arora last year assembled a group which instantly became known as the 'Tech Titans' when it bought a 49% stake in the Lords-based London Spirit Hundred team.

Jim Cramer Believes Cybersecurity Stocks Like Palo Alto & CrowdStrike Will Do Well
Insider Monkey11d agoneutral
Jim Cramer Believes Cybersecurity Stocks Like Palo Alto & CrowdStrike Will Do Well

Palo Alto Networks, Inc. (NASDAQ:PANW) and CrowdStrike Holdings, Inc. (NASDAQ:CRWD) are part of the cybersecurity sector, which Cramer has been a fan of. The former’s shares are up by 91% while the latter’s stock has gained 67% over the past year. In his Monday morning appearance, Cramer briefly commented on the firm’s support for the Open […]

AI Transforming Cybersecurity: Bugcrowd CEO David Gerry, Live at Nasdaq
Exec Edge11d agoneutral
AI Transforming Cybersecurity: Bugcrowd CEO David Gerry, Live at Nasdaq

Tech Edge hosted a fireside chat on July 27 at Nasdaq MarketSite with David Gerry, Chief Executive Officer of Bugcrowd. The in-person interview was joined by Editor-in-Chief John Jannarone and they discussed why AI is transforming cybersecurity by empowering both attackers and defenders, how the company combines AI with its global community of ethical hackers […] The post AI Transforming Cybersecurity: Bugcrowd CEO David Gerry, Live at Nasdaq appeared first on ExecEdge.

Palo Alto Networks (PANW) Stock Could Be Pricey After Fresh AI Security Demand
Simply Wall St.14d agoneutral
Palo Alto Networks (PANW) Stock Could Be Pricey After Fresh AI Security Demand

Palo Alto Networks has delivered a very large 5 year return, yet the current valuation checks suggest the stock no longer looks obviously cheap, with the Discounted Cash Flow (DCF) estimate sitting close to the market price while traditional multiples lean rich. Palo Alto Networks has returned about 375.6% over 5 years, which sets a high bar for any new buyers looking for further gains from here. Growing focus on AI driven cybersecurity and recent product moves around observability can...