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PANW Stock Rises Overnight On Anthropic Integration, New AI Gateway Buy — But Retail Is Still Not Sold
Palo Alto Networks (PANW) stock increased by 1% in overnight trading following two AI-focused announcements: an integration with Anthropic’s Claude Security and the intent to acquire AI infrastructure company Portkey. While these strategic moves aim to enhance cybersecurity capabilities and manage AI applications, retail sentiment on Stocktwits remained “bearish.” Analysts noted the shift in cybersecurity towards agent management and the stock’s potential for further gains despite its year-to-date decline.