THE TRUTH ABOUT: 2 - The Untold Story

Interest Rates, Jobs Data and Other Key Things to Watch this Week

Markets reacted sharply to Fed Chair Kevin Warsh's hawkish Jackson Hole comments suggesting potential future interest rate hikes.

Barchart · Aug 30

This Is What Investors Should Watch Before Buying PANW Stock. Most Will Ignore It on September 1.

Palo Alto Networks heads into earnings with surging expectations, but investors may need more than strong headline growth to justify the stock's enormous rally.

Barchart · Aug 30

CrowdStrike’s “Mythos Moment” Tests the Bigger AI Security Trade

CrowdStrike shares jumped 14% after beating Q2 FY2027 estimates and raising its ARR outlook, as agentic AI-driven cybersecurity demand fuels growth alongside rivals like Palo Alto Networks.

MarketBeat · Aug 28

Palo Alto Networks Could Be Worth Over $433 - 21% More - as Analysts Hike Their Revenue Forecasts

Palo Alto Networks is set to release its fiscal Q4 earnings on Sept. 1. Since my last article, when I set a $402 price target, analysts have raised their revenue forecasts. The new PANW PT is $433, 21% higher.

Barchart · Aug 24

Is Palo Alto Networks Priced for Perfection Again as AI Security Demand Accelerates?

Palo Alto Networks reports fiscal Q4 earnings Sept. 1 as analysts raise price targets amid strong revenue growth, elevated valuation multiples, and rising agentic AI security demand.

MarketBeat · Aug 21

The AI Boom Has a Dark Side. Why Cybersecurity Stocks Might Be the Best Way to Play It.

As AI adoption accelerates and cyber threats intensify, cybersecurity stocks could emerge as one of the biggest beneficiaries of the darker side of the AI boom.

Barchart · Aug 15

3 of the Market's Most-Upgraded Tech Stocks Right Now

Datadog, CrowdStrike, and Palo Alto Networks are among the most-upgraded tech stocks, but Datadog's post-earnings drop shows how stretched valuations raise the stakes for upcoming reports.

MarketBeat · Aug 10

Dear Palo Alto Stock Fans, Mark Your Calendars for September 1

Palo Alto is nearing its latest earnings release, backed by strong execution and AI security tailwinds.

Barchart · Aug 9

Are Wall Street Analysts Predicting Palo Alto Networks Stock Will Climb or Sink?

As Palo Alto Networks has outperformed relative to the broader market over the past year, Wall Street analysts remain bullish about the stock’s prospects.

Barchart · Aug 7

China launches cybersecurity review into Palo Alto Networks products

China initiated a cybersecurity review of Palo Alto Networks products. The regulator cited critical information infrastructure and national security risks. This action follows increased scrutiny of foreign technology suppliers by Beijing. It also occurs amid ongoing trade and technology tensions with Washington. Palo Alto Networks has not yet responded to…

The Economic Times · Aug 6