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Palo Alto $PANW CEO Nikesh Arora believes AI is driving a $1T upgrade in Cybersecurity Infrastructure

Palo Alto $PANW platformization strategy added a record ~220 net new platformizations in Q4, with net retention above 120%🔐 They remain on track for 4,000+ platformized customers by FY2030, which it expects to drive the targeted $20B in Next Generation Security ARR.

Dell Technology $DELL received $60.9B of AI server orders during Q2 versus $16.4B of recognized AI server revenue, leaving a $95B backlog💻 That backlog is now nearly 6x quarterly AI server revenue.

Palo Alto $PANW just reported earnings🔐 Revenue: $3.41B Vs $3.35B EST EPS: $1.02 Vs $0.98 EST

Gitlab $GTLB just reported earnings🦊 Revenue: $286.25M Vs $273.36M EST EPS: $0.24 Vs $0.18EST

MongoDB $MDB just reported earnings🍃 Revenue: $771.77M Vs $734.4M EST EPS: $1.90 Vs $1.61 EST

Credo Technology $CRDO just reported earnings👾 Revenue: $479.03M Vs $471.71M EST EPS: $1.20 Vs $1.17EST

Dell Technologies $DELL just reported earnings💻 Revenue: $46.97B Vs $44.50B EST EPS: $7.04 Vs $4.92 EST

Palo Alto $PANW reports earnings today after close🔒 The implied move is: 8.01% The expectations are: Revenue: $3.35B EPS: $0.88 Expect numbers at 4:05PM EST Here’s the Historical Earnings Data👇

Dell Technologies $DELL reports earnings today after close💻 The implied move is: 9.53% The expectations are: Revenue: $44.67B EPS: $4.88 Expect numbers at 4:05PM EST Here’s the Historical Earnings Data👇

Credo Technology $CRDO reports earnings today after close👾 The implied move is: 9.63% The expectations are: Revenue: $471.52M EPS: $1.12 Expect numbers at 4:05PM EST Here’s the Historical Earnings Data👇

MongoDB $MDB reports earnings today after close🍃 The implied move is: 13.09% The expectations are: Revenue: $734.24M EPS: $1.30 Expect numbers at 4:05 Here’s the Historical Earnings Data👇

Gitlab $GTLB reports earnings today after close🦊 The implied move is: 13.27% The expectations are: Revenue: $273.35M EPS: $0.13 Expect numbers at 4:05PM EST Here’s the revenue & EPS history👇

The Tesla $TSLA roadster has literally already launched in 2018

Bank of America has raised their price target on $MSFT to $600 from $500⬆️🎯 While maintaining a buy rating, they have cited their positioning in the AI infrastructure models. They anticipate strong future cloud growth on the back half of 2026 into 2027

How it feels holding stock through oil tanker headlines

Here’s how the magnificent 7 has started off the trading day🔴🔴🟢🔴🔴🔴🔴 Nvidia $NVDA -2.00%🔴 Amazon $AMZN -1.72%🔴 Apple $AAPL +0.27%🟢 Microsoft $MSFT -1.04%🔴 Tesla $TSLA -3.42%🔴 Meta $META -1.56%🔴 Google $GOOGL -1.12%🔴

$IREN CEO Dan Roberts has said “I feel like the next 12-18 months is going to be a story of execution & delivery”

Robinhood $HOOD just crossed $4B in assets🪶 Vlad Tenev, CEO has said: “We don't take that kind of growth lightly, it's a sign of how much trust customers are placing in us with their money”

SpaceX $SPCX reusable launch stack spans Falcon 9 at 23 metric tons to LEO, Falcon Heavy at 64 tons, and Starship V3 targeting 100 tons🚀 Falcon 9 has accumulated ~620 flights with a 99% success rate.