$PANW
3 long-form articles and 2 pre-market mentions covering $PANW from AskMelon Research.
Okta's growth halves to 11% while the GAAP-to-adjusted gap swallows half its profit
Okta sells trust for a living, and the market is quietly repricing how much of it remains. The identity vendor that once compounded revenue above fifty percent a year reported just eleven percent grow…
Palo Alto's Dazzling Security Growth Is Bought With Free Deals and Acquisitions
Palo Alto Networks is the giant of cybersecurity, and its latest numbers look spectacular: revenue up 31%, its key "next-generation security" annual recurring revenue up 60% to more than $8 billion, a…
The Outage Premium
On a single morning in July 2024, a cybersecurity company pushed a flawed software update and crashed eight and a half million computers, grounding airlines, freezing hospitals, and shutting down bank…
Wednesday, June 3, 2026
Iran's overnight ballistic missile attacks targeting Kuwait and Bahrain — intercepted but immediately triggering US CENTCOM retaliatory airstrikes on Qeshm Island in the Persian Gulf — mark the most d…
Sunday, May 17, 2026
The week that began at S&P 500 ATH 7,398.93 ended at 7,408.50 — nominally flat — but the path was anything but: CSCO raised its AI orders full-year guidance to $9B, AMAT printed a record quarter, Wars…