Today: 28 June 2026
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NASDAQ:PANW 11 February 2026 - 27 June 2026

Pelosi family positions in AI, Big Tech grab attention after new trades

Pelosi family positions in AI, Big Tech grab attention after new trades

House filings reveal Pelosi family holds $5M–$25M spouse-owned stakes in top tech stocks like Alphabet, Amazon, Apple, Broadcom, Microsoft, Nvidia, Salesforce, and Visa, as semiconductor shares drive Nasdaq up 2.43% in a holiday-shortened week; portfolio remains heavily concentrated in AI and tech despite recent large sales.
Dow drops after oil jump, Fed signals and tech moves

Dow drops after oil jump, Fed signals and tech moves

The Dow Jones fell 338.84 points, or 0.66%, to 50,968.95 as oil surged near $100 a barrel after Iran launched missiles and U.S. forces struck Iran’s Qeshm Island, reviving inflation fears and ending Wall Street’s record run; tech stocks led declines, with software down 3.1% and Datadog, Palo Alto Networks, and IBM dropping up to 7.7%. (Reuters)
Palo Alto Networks Stock Jumps as AI Cyber Fears Become Its Next Big Test

Palo Alto Networks Stock Jumps as AI Cyber Fears Become Its Next Big Test

Palo Alto Networks shares closed up 3.08% at $178.54 on Friday, outpacing cybersecurity peers after Japan announced a financial-sector cybersecurity task force over concerns tied to Anthropic’s Mythos AI model. The company continues heavy spending on acquisitions and integration, aiming to capture demand from large organizations worried about AI-driven cyber threats.
Palo Alto Networks stock dips after Zscaler stumble and hot U.S. inflation print jars software

Palo Alto Networks stock dips after Zscaler stumble and hot U.S. inflation print jars software

Palo Alto Networks closed down 1% at $147.92 Friday after a volatile session, following a recent profit forecast cut tied to acquisition costs. Zscaler shares fell 9% post-earnings on a wider net loss. A hotter-than-expected U.S. Producer Price Index report triggered a broader tech and financial selloff. Investors now await the March 6 U.S. jobs report and upcoming earnings for further signals.
Palo Alto Networks stock hits a fresh 52-week low — what’s spooking PANW investors now

Palo Alto Networks stock hits a fresh 52-week low — what’s spooking PANW investors now

Palo Alto Networks shares fell 0.5% to $143.39 after hitting a 52-week low Tuesday, underperforming the Nasdaq’s 0.8% gain. The drop followed a sharp selloff in cybersecurity stocks after Anthropic launched a new code-security AI tool. Daiwa Securities cut its price target on Palo Alto to $175 from $212. The company last week reported fiscal Q2 revenue of $2.6 billion and non-GAAP profit of $1.03 per share.
24 February 2026
Palo Alto Networks stock slips as tariff jitters and AI code-security buzz hit PANW

Palo Alto Networks stock slips as tariff jitters and AI code-security buzz hit PANW

Palo Alto Networks shares fell 2.5% to $144.96 Monday as software stocks slid after President Trump announced a new 15% global tariff. CrowdStrike, Zscaler, and Fortinet also dropped sharply. Palo Alto’s decline followed last week’s profit forecast cut and news of $2.3 billion in CyberArk-related costs. The S&P 500 software and services index was down nearly 3%.
Palo Alto Networks stock heads into Monday after choppy week as CyberArk debt move sets March deadline

Palo Alto Networks stock heads into Monday after choppy week as CyberArk debt move sets March deadline

Palo Alto Networks shares closed Friday at $148.70, down 1.5%, after trimming its fiscal 2026 profit forecast due to higher acquisition integration costs. The company’s $25 billion CyberArk deal triggered a debt repurchase offer, with noteholders facing a March 20 deadline. After-hours trading saw a slight rebound. Investors remain focused on whether margins can stabilize as integration continues.
Palo Alto Networks stock (PANW) heads into Monday under pressure as targets fall again

Palo Alto Networks stock (PANW) heads into Monday under pressure as targets fall again

Palo Alto Networks shares closed down 1.5% at $148.70 on Friday, extending a five-day slide to 11%. HSBC cut its price target to $114 and kept a Reduce rating. Cybersecurity stocks fell after Anthropic previewed a new “Claude Code Security” feature, raising concerns about AI competition for software budgets. Fortinet and CrowdStrike also dropped, despite gains in the broader market.
Palo Alto Networks stock (PANW) faces an 8% earnings swing — what to watch when Wall Street reopens

Palo Alto Networks stock (PANW) faces an 8% earnings swing — what to watch when Wall Street reopens

Palo Alto Networks closed at $166.95 Friday, up 2.5%, with options markets pricing an 8.3% move around Tuesday’s earnings. The company completed its CyberArk acquisition Feb. 11 and plans a secondary listing in Tel Aviv. Analysts expect quarterly earnings of about 49 cents per share. China-related scrutiny and integration issues remain in focus.
PANW stock: Traders brace for an 8% swing as Palo Alto Networks heads into earnings

PANW stock: Traders brace for an 8% swing as Palo Alto Networks heads into earnings

Palo Alto Networks shares rose 2.5% to $166.95 Friday ahead of Tuesday’s earnings, with options pricing in an 8% swing. The company will report fiscal Q2 results after the U.S. holiday, following its CyberArk acquisition and plans to list in Tel Aviv. Analysts expect adjusted earnings of 94 cents per share on $2.58 billion revenue. Investors await guidance and updates on CyberArk integration.
Palo Alto Networks stock ticks up premarket after CyberArk deal closes, with earnings next

Palo Alto Networks stock ticks up premarket after CyberArk deal closes, with earnings next

Palo Alto Networks shares rose 0.6% to $166.34 premarket after announcing it completed its $25 billion acquisition of CyberArk. The company will keep CyberArk’s products as a standalone platform and begin integration. Investors await Feb. 17 results for details on costs and guidance. CyberArk shareholders receive $45 in cash and 2.2005 Palo Alto shares per share.
AI stocks split on Wall Street: Nvidia rises as Microsoft slides on disruption fears

AI stocks split on Wall Street: Nvidia rises as Microsoft slides on disruption fears

Microsoft fell 2.6% and Palantir dropped 4.1% midday Wednesday, while Nvidia gained 1.5% and the semiconductor ETF SMH rose 2.2%. Alphabet slipped 2%. Investors shifted away from software-heavy AI stocks and into chipmakers ahead of U.S. inflation data and major tech earnings. Freshworks shares tumbled over 6% after a weak profit forecast.
ServiceNow stock rebounds after software rout as JPMorgan flags “AI-resilient” names

ServiceNow stock rebounds after software rout as JPMorgan flags “AI-resilient” names

ServiceNow shares rose 2.5% to $106.48 Tuesday, rebounding with other software stocks after a sharp selloff tied to AI disruption fears. JPMorgan and Morgan Stanley said recent declines were driven by sentiment, not fundamentals. UBS downgraded the U.S. tech sector to “Neutral,” citing ongoing risks. Traders are watching if the rally holds into Wednesday.
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Stock Market Today

  • Macquarie Group Shares Near 52-Week High After Buyback Ends and Employee Share Purchases Complete
    June 28, 2026, 10:44 AM EDT. Macquarie Group's stock closed at A$249.36 on June 26, just 1.9% below its 52-week high, as the company ended its A$1.7 billion share buyback program and completed A$734 million in employee-plan share purchases. These combined demand factors accounted for about 2.2% of the shares outstanding and are no longer supporting the stock. Despite a 22.7% year-to-date rally and a market cap of about A$95 billion, analysts maintain an "outperform" rating with a modest upside target of A$250.14. The S&P/ASX 200 index ended the week down 0.73%, though it gained 0.18% on Friday. Macquarie reported strong FY26 earnings with a 30% net profit increase to A$4.85 billion, driven primarily by international income, supporting its share price near recent highs.

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Ondas (NASDAQ:ONDS) drops 15% in volatile week after resale filing

Ondas (NASDAQ:ONDS) drops 15% in volatile week after resale filing

28 June 2026
Ondas Inc. (NASDAQ:ONDS) plunged 15.5% last week to $7.83 despite joining the Russell 3000 Index and announcing $40M+ in new defense orders; a June 26 filing registered 3.38M acquisition shares for resale, equal to 0.64% of shares, setting up a key test of real demand versus supply as index-driven volume fades ahead of the July 3 market holiday.
NVDA selloff drags $74 billion equity stake into spotlight

NVDA selloff drags $74 billion equity stake into spotlight

28 June 2026
Nvidia plunged 8.6% last week to $192.53, wiping out about $443 billion in equity value, as chip stocks suffered their worst week since April and Nvidia’s massive equity investment book added new risk to quarterly results; a further drop to $189.23 would mark a 20% slide from its May high.
AAPL volume spikes as QQQ faces memory squeeze risk

AAPL volume spikes as QQQ faces memory squeeze risk

28 June 2026
Apple (AAPL) surged 3.14% Friday on massive volume after a weeklong slide, but still lost $209 billion in value as memory chip price hikes forced iPad and MacBook increases; investors face margin pressure, supply-chain risks, and a short trading week with Apple now trading more on memory costs than iPhone cycles.
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