Palo Alto Networks Stock (PANW)

If I was trading with more confidence I would likely be considering a short of the software and cybersecurity space now (CRM, PANW et al). Position: None

* Violent rotation (from tech/financial to staples), private equity concerns and disruptive AI tools — were the major market themes yesterday * Over history, leadership changes are typically market unfriendly * 'Ruby or…

For the quarter about to be reported, expectations are for Palo Alto PANW to report an adjusted EPS of $0.89 on revenue of $2.5 billion. This would compare well to $0.75 per share for the year-ago period while reflecting…

From SoCalGary: For fun, I asked I asked ChatGPT what to invest in with a couple of Doug's Surprises. #7: AI related equities are adversely impacted by two factors - the inadequacy of supply of electricity and the absenc…

That's it. Doug's time off is over, as is the eight-day winning streak for the major U.S. equity indices. The S&P 500 gave up 0.2% for the day on Tuesday, while the Nasdaq Composite surrendered 0.33%. There really was no…