Today: 19 May 2026
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NYSE:PANW 31 July 2025 - 8 May 2026

Palo Alto Networks stock dips as Daiwa cuts target, while Anthropic’s AI push keeps cyber names jumpy

Palo Alto Networks stock dips as Daiwa cuts target, while Anthropic’s AI push keeps cyber names jumpy

Palo Alto Networks shares fell 1.7% to $141.67 Tuesday, then edged up 0.5% after hours, after Daiwa cut its price target to $175 but kept an “outperform” rating. The move follows new AI product launches from Anthropic that have fueled investor concern over automation in cybersecurity. Palo Alto cited strong AI security adoption and announced a partnership with ServiceNow and Bell Canada.
Cloud Computing Stocks Rebound as CPI Cools — What to Watch Before Palo Alto Earnings

Cloud Computing Stocks Rebound as CPI Cools — What to Watch Before Palo Alto Earnings

First Trust Cloud Computing ETF (SKYY) jumped 2.5% to $114.26 Friday, outperforming a weaker Nasdaq as U.S. inflation data came in below forecasts and Treasury yields fell. Peers CLOU and WCLD also gained over 2%. U.S. markets close Monday for Washington’s Birthday. Palo Alto Networks reports earnings Tuesday after the bell.
Palo Alto Networks stock climbs after report flags $400 mln Koi Security talks, analysts turn less bearish

Palo Alto Networks stock climbs after report flags $400 mln Koi Security talks, analysts turn less bearish

Palo Alto Networks shares rose 1.7% to $182.46 after Israeli media reported the company is in talks to acquire Koi Security for about $400 million. Guggenheim upgraded the stock to neutral, while Piper Sandler raised its price target to $265. Cybersecurity stocks broadly gained, with the Global X Cybersecurity ETF up 1.2%. Investors await confirmation on the Koi deal and Palo Alto’s earnings, expected around Feb. 12.
Palo Alto Networks stock slips into 2026 holiday pause as year-end tech selling bites

Palo Alto Networks stock slips into 2026 holiday pause as year-end tech selling bites

Palo Alto Networks shares closed down 1.42% at $184.20 on Dec. 31, tracking declines in other cybersecurity stocks as U.S. markets ended 2025 lower. The NYSE is closed for New Year’s Day, with trading set to resume Friday. Investors are awaiting early-January macro data and Palo Alto’s earnings update as key signals. The stock sits 18% below its 52-week high.
1 January 2026
Software and Platform Stocks Week Ahead: AI Spending Scrutiny, Cloud Security Mega-Deals, and Holiday-Shortened Trading (Dec. 22–26, 2025)

Software and Platform Stocks Week Ahead: AI Spending Scrutiny, Cloud Security Mega-Deals, and Holiday-Shortened Trading (Dec. 22–26, 2025)

Google Cloud and Palo Alto Networks announced an expanded partnership with a contract approaching $10 billion, according to Reuters sources. Software and platform stocks faced volatile trading ahead of Christmas week, as investors weighed thin markets and questions about AI infrastructure payback. Wall Street also tracked shifting expectations for Federal Reserve rate cuts in 2026.
Cybersecurity Stocks Today: Okta Rallies on Jefferies Upgrade as Palo Alto Warns on AI Cloud Attacks and Fortinet Targets NVIDIA “AI Factory” Security (Dec. 16, 2025)

Cybersecurity Stocks Today: Okta Rallies on Jefferies Upgrade as Palo Alto Warns on AI Cloud Attacks and Fortinet Targets NVIDIA “AI Factory” Security (Dec. 16, 2025)

Okta shares rose 2.06% Tuesday after Jefferies upgraded the stock to Buy and lifted its price target to $125, citing strong identity-security demand into 2026. Other cybersecurity names, including CyberArk and SentinelOne, also gained as the sector outperformed a falling broader market. The Dow was down 0.63% and the S&P 500 dropped 0.42% by 2:00 p.m. ET. Cybersecurity ETFs traded modestly higher.
Palo Alto Networks to Acquire Chronosphere for $3.35B, Bringing AI‑Scale Observability to Cortex AgentiX

Palo Alto Networks to Acquire Chronosphere for $3.35B, Bringing AI‑Scale Observability to Cortex AgentiX

Palo Alto Networks said it will acquire Chronosphere for $3.35 billion in cash and equity, aiming to close the deal in the second half of fiscal 2026 pending regulatory approval. Chronosphere reported over $160 million in annual recurring revenue as of September 2025 and was named a Leader in the 2025 Gartner Magic Quadrant for Observability Platforms.
Samsung Galaxy S26 Leak Explosion: Massive Camera Upgrades, Thinner Designs & a Shocking S Pen Twist

‘Landfall’ spyware abused Samsung zero‑day (CVE‑2025‑21042) to hack Galaxy phones for months — patched in April: What happened and how to stay safe

Researchers have identified a commercial Android spyware campaign, Landfall, that exploited a zero-day flaw in Samsung Galaxy phones and targeted users in the Middle East for nearly a year. The spyware used malicious image files to compromise devices and steal data. Samsung patched the vulnerability in April 2025. Targets included Galaxy S22, S23, S24, and Z Fold 4/Flip 4 running Android 13–15.
8 November 2025
AI Stock Frenzy: Tech Titans Shatter Records Amid Earnings Blowouts and Bold Moves (July 30–31, 2025)

AI Stock Frenzy: Tech Titans Shatter Records Amid Earnings Blowouts and Bold Moves (July 30–31, 2025)

The S&P 500 rose 0.7% and the Nasdaq gained 1.2% on July 31, 2025, hitting record highs after strong Big Tech earnings. Microsoft’s stock jumped 5%, lifting its market cap above $4 trillion, while Meta surged 12.2% to an all-time high. Tesla signed a $16.5 billion chip deal with Samsung, and OpenAI announced its first European data center in Norway. Alphabet, Meta, and Microsoft raised 2025 capital spending targets for AI.

Stock Market Today

  • Cerebras Systems IPO Surge and Volatility Explained
    May 19, 2026, 10:37 AM EDT. Cerebras Systems saw its initial public offering (IPO) price surge by 68% but has since entered a phase of significant volatility. This shift reflects fading enthusiasm after the buoyant debut of one of the year's biggest AI-related IPOs. Investors are weighing the company's future growth prospects amid a fluctuating market environment for tech stocks, particularly in the artificial intelligence sector. The initial surge underscored strong investor interest, but recent price swings highlight caution as the market reassesses valuations.

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Snowflake Shares Jump Ahead of Results as Wall Street Bets on AI Demand

Snowflake Shares Jump Ahead of Results as Wall Street Bets on AI Demand

19 May 2026
Snowflake shares rose 6.3% to $174.62 in morning trading Tuesday, outperforming major U.S. index funds. BofA Securities raised its price target to $205, citing strong demand for Snowflake’s AI tools. The company reports fiscal first-quarter results after the U.S. market close on May 27. Trading volume reached 3.6 million shares, with a market value near $59.4 billion.
Agilysys Shares Rally After Strong Quarter; 2027 Guidance Catches Focus

Agilysys Shares Rally After Strong Quarter; 2027 Guidance Catches Focus

19 May 2026
Agilysys shares jumped 28% to $89.96 Tuesday after the company reported record fiscal fourth-quarter revenue of $82.9 million and projected 2027 revenue of $365 million to $370 million. Subscription revenue grew 30.2% for the year. Oppenheimer raised its price target to $100, while Needham kept a $120 target. Trading volume topped 555,000 shares, well above average.
Seagate Shares Dip Again as AI Storage Demand Pinches Supply

Seagate Shares Dip Again as AI Storage Demand Pinches Supply

19 May 2026
Seagate shares fell 2.3% to $723.81 Tuesday, extending Monday’s 6.87% drop after CEO Dave Mosley warned new factories would take too long to meet surging AI-driven demand for hard drives. Mosley said Seagate is boosting output by upgrading existing plants and technology, not building new facilities. Investors remain concerned about supply shortages despite strong revenue and cash flow.

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Destiny Tech100 Gains Pre-Market as SpaceX IPO Buzz Mixes With AI Stock Warnings

Destiny Tech100 Gains Pre-Market as SpaceX IPO Buzz Mixes With AI Stock Warnings

18 May 2026
Destiny Tech100 Inc. shares rose 10.6% to $52.68 in early premarket trading Monday after reports that SpaceX may list on Nasdaq as soon as June 12 at a $1.75 trillion valuation. DXYZ’s portfolio includes about 14.4% exposure to SpaceX and 18.1% to Anthropic. The stock ended last week down 13% despite sharp swings. Destiny’s shares last closed at nearly double their reported net asset value.
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