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Palo Alto Networks - $PANW

Palo Alto CEO on M&A: "It takes four to seven years to build a good technology product"
11 principles: why Nikesh buys only the number 1 or 2 in a category, the 30-day roadmap test no founder has failed, and why AI's token pricing protects…
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Robinhood CIO: she's not sure earnings can keep growing at double digits for 3 more years
15 calls: Why she still prefers stocks to bonds as yields climb, the energy, health care and cybersecurity names Robinhood owns, and the two risks she…
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Nation states are hoarding encrypted data to crack later, says Palo Alto Networks CEO
14 arguments: Why he calls a global pause on frontier AI unrealistic, why he expects 500-plus agent-security startups, and why he thinks intelligence…
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Okta CEO on securing AI agents: "no one company can secure it all"
4 arguments: Why companies feel forced to pick between AI and security, what he says OpenAI missed in its Hugging Face hack, and how an industry kill…
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Index Ventures partner: cyber defense with a human in the loop will be overwhelmed by AI
14 arguments: Why he says pattern matching is a fallacy, why cyber insurance comes before any vendor, and why a paused AI frontier would not stop the…
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Palo Alto Networks CEO: AI is the first technology whose output keeps changing
10 insights: Why he says no company will turn agents loose without guardrails, what a rate-hiking Fed does to high-multiple stocks, and the 1,200-agent…
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Investment Committee: CrowdStrike, Fortinet and Palo Alto have all doubled this year
7 insights: Why the panel says there is no AI without cybersecurity, the 14% Wells Fargo has lagged the big five by, and the drawdown in Netflix one…
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Nathan and Adami: a $300B company up 13% in a day is not an efficient market
11 calls: Why they would rather be short Oracle at $143, what a hike this week could do to the 10-year, and the one sector they say is still in play
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Dan Ives: the street is assuming half of Oracle's backlog never converts
4 takeaways: Why he thinks Oracle's quarter proves the street is too pessimistic, what gets software out of "the penalty box," and why chips still come…
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Garry Tan: OpenAI Hands Any YC Company $2M in Tokens, No Strings Attached
6 takeaways: why a quarter of this YC batch is hard tech, what Tan thinks the AI-safety debate is missing, and the founders replacing 2,000-person…
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Jim Cramer: the Strategic Petroleum Reserve is down 31% since the war started
7 calls: Why a 14% drop in a convenience-store chain is the first real sign gasoline is reaching the economy, the 3 reasons he is not turning bearish…
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Fast Money traders: Bessent can win on rhetoric, but not against the bond market
8 takeaways: Meta's fourth failed 25% bounce, why there is no base iPhone this fall, and the security names the desk says you have to own
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