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The AI Race Has Changed: How MSPs Drive Growth for SMBs: Pax8 CSO Ryan Walsh, possibl.ai CEO Nyssa Waters, Live from Pax8 Beyond 2026
Exec Edge47d agoneutral
The AI Race Has Changed: How MSPs Drive Growth for SMBs: Pax8 CSO Ryan Walsh, possibl.ai CEO Nyssa Waters, Live from Pax8 Beyond 2026

Watch Video Highlights Below, or Click HERE: Tech Edge hosted a fireside chat on June 9 at Pax8 Beyond 2026 in Salt Lake City with Ryan Walsh, co-founder, Chief Strategy Officer and Channel Chief at Pax8, and Nyssa Waters, co-founder and Chief Executive Officer at possibl.ai. The in-person interview was joined by Editor-at-Large Jarrett Banks and […] The post The AI Race Has Changed: How MSPs Drive Growth for SMBs: Pax8 CSO Ryan Walsh, possibl.ai CEO Nyssa Waters, Live from Pax8 Beyond 2026 appe

Forget CrowdStrike. For 0.59% This Fund Owns It Plus 30 Cybersecurity Rivals
24/7 Wall St.48d agoneutral
Forget CrowdStrike. For 0.59% This Fund Owns It Plus 30 Cybersecurity Rivals

Holders of CrowdStrike (NASDAQ:CRWD) own the household name in cybersecurity, and the stock has rewarded that conviction with a 45.26% year-to-date gain through June 23. The catch is concentration. A single Falcon sensor incident in July 2024 still drags litigation costs across CrowdStrike’s results. The First Trust NASDAQ Cybersecurity ETF (NASDAQ:CIBR) keeps CrowdStrike as its ... Forget CrowdStrike. For 0.59% This Fund Owns It Plus 30 Cybersecurity Rivals

Growth Through the Microsoft Alliance: Pax8’s Kristen Fehrenbach and New Charter’s Michelle Curtis, Live from Pax8 Beyond 2026
Exec Edge48d agoneutral
Growth Through the Microsoft Alliance: Pax8’s Kristen Fehrenbach and New Charter’s Michelle Curtis, Live from Pax8 Beyond 2026

Watch Video Highlights Below, or Click HERE: Tech Edge hosted a fireside chat on June 9 at Pax8 Beyond 2026 in Salt Lake City with Kristen Fehrenbach, Vice President of Global Microsoft Alliance at Pax8, and Michelle Curtis, Chief Revenue Officer at New Charter Technologies . The in-person interview was joined by Editor-at-Large Jarrett Banks and they discussed how MSPs can […] The post Growth Through the Microsoft Alliance: Pax8’s Kristen Fehrenbach and New Charter’s Michelle Curtis, Live from

Unlocking an AI Boom in Small Business: Pax8 VP of AI Adoption Chance Weaver, Live from Pax8 Beyond 2026
Exec Edge49d agoneutral
Unlocking an AI Boom in Small Business: Pax8 VP of AI Adoption Chance Weaver, Live from Pax8 Beyond 2026

Watch Video Highlights Below, or Click HERE: Tech Edge hosted a fireside chat on June 9 at Pax8 Beyond 2026 in Salt Lake City with Chance Weaver, Vice President of AI Adoption at Pax8. The in-person interview was joined by Editor-in-Chief John Jannarone and they discussed how managed service providers can help small businesses adopt AI […] The post Unlocking an AI Boom in Small Business: Pax8 VP of AI Adoption Chance Weaver, Live from Pax8 Beyond 2026 appeared first on ExecEdge.

Will Faster Acquisition Integration and AI-Driven Platforms Change Palo Alto Networks' (PANW) Narrative?
Simply Wall St.50d agoneutral
Will Faster Acquisition Integration and AI-Driven Platforms Change Palo Alto Networks' (PANW) Narrative?

Palo Alto Networks recently highlighted that its integration of acquisitions such as CyberArk has surpassed profitability targets ahead of schedule while organic revenue growth has accelerated, supported by strong adoption of its three-platform, AI-infused cybersecurity offering. Management argues that the rise of AI-enabled attacks is pushing enterprises toward consolidated, AI-powered security platforms, positioning Palo Alto Networks as a key beneficiary of this shift in spending...

Palo Alto Networks (PANW) Faces Margin Pressure As Fortinet Gains Ground In SASE
Simply Wall St.50d agoneutral
Palo Alto Networks (PANW) Faces Margin Pressure As Fortinet Gains Ground In SASE

Palo Alto Networks is facing rising integration costs from recent large acquisitions, which are putting pressure on margins. These cost and margin issues are emerging as key near term risks that set the company apart from core cybersecurity peers. Rivals such as Fortinet are gaining traction with stronger adoption of unified SASE security platforms, sharpening competitive pressures. Palo Alto Networks, NasdaqGS:PANW, is drawing attention as higher integration costs from its recent...

Will The Stock Split Spark CrowdStrike’s Next Big Run?
Trefis50d agoneutral
Will The Stock Split Spark CrowdStrike’s Next Big Run?

Cybersecurity provider CrowdStrike (CRWD) authorized its first-ever stock split at a 4-for-1 ratio, scheduled for distribution after the market close on July 1. A single share, trading near $680, drops to approximately $170 after the split. The split follows a sustained operational recovery from the global IT outage of July 2024. CrowdStrike shares bottomed at $217.89 on August 2, 2024, under severe regulatory scrutiny. Over the next 22 months, the stock rebounded by more than 210%. The comeback

Cisco Stock Looks Strong, But One Number Says Be Careful
Trefis50d agoneutral
Cisco Stock Looks Strong, But One Number Says Be Careful

After an 87% run over the last year (as of June 18), it’s hard to find much fault with Cisco Systems (CSCO) stock. The company is posting record revenue, and its AI-related orders are surging. But when a stock is priced for perfection, sitting near its high, the most important signals are often the quiet ones that run counter to the main story.

Palantir Is Down 7% Today: Is It Underperforming Software Peers Like Palo Alto and CrowdStrike?
24/7 Wall St.51d agobearish
Palantir Is Down 7% Today: Is It Underperforming Software Peers Like Palo Alto and CrowdStrike?

Palantir Technologies (NASDAQ:PLTR) stock is the standout laggard in enterprise software at midday Monday, sliding 7% to around $120. The move tracks with Fuse data showing PLTR shares down 6% on the session, while the broader high-multiple software cohort barely budges. Compare that to the day’s scoreboard for the named peers. Palo Alto Networks (NASDAQ:PANW) ... Palantir Is Down 7% Today: Is It Underperforming Software Peers Like Palo Alto and CrowdStrike?

2 Mega-Cap Stocks to Research Further and 1 We Avoid
StockStory55d agoneutral
2 Mega-Cap Stocks to Research Further and 1 We Avoid

Megacap stocks are behemoths that set the tone for their industries, and their massive scale typically leads to wide moats. However, the downside is that most have already exploited their existing market opportunities and must invest heavily to expand further, a risky proposition.

Palo Alto Networks Tyson Foods AI Deal Expands Critical Infrastructure Opportunity
Simply Wall St.58d agoneutral
Palo Alto Networks Tyson Foods AI Deal Expands Critical Infrastructure Opportunity

Palo Alto Networks (NasdaqGS:PANW) has partnered with Tyson Foods to bring AI-driven cybersecurity platforms to Tyson’s supply chain operations. The collaboration focuses on securing the highly regulated food supply chain sector, which faces specialized digital and operational risks. The CEO of Palo Alto Networks highlighted the integration of next generation AI models as part of this applied security approach for critical industries. Palo Alto Networks is known for its focus on AI-powered...

Jim Cramer Reveals Big Trend For Palo Alto’s (PANW) Shares
Insider Monkey60d agoneutral
Jim Cramer Reveals Big Trend For Palo Alto’s (PANW) Shares

We recently published Jim Cramer Didn’t Hold Back On SpaceX’s IPO & Discussed These 12 Stocks. Palo Alto Networks, Inc. (NASDAQ:PANW) is one of the stocks discussed by Jim Cramer. Cybersecurity firm Palo Alto Networks, Inc. (NASDAQ:PANW) is one of Jim Cramer’s favorite stocks. For more than a year, the CNBC TV host has remained […]