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Palo Alto Tops Q4 Estimates but Shares Fall as Growth Outlook Raises Questions

A guided slowdown in next‑generation security ARR growth raises doubts about whether recent AI-focused deals justify the company’s premium valuation.

Alphabet Raises 2026 AI CapEx to $195–$205 Billion as Cloud Revenue Soars

Nutanix Unified Storage Earns NVIDIA Certification and Ships Certified 10‑Node Reference

IBM and Arm Team Up on Dual‑Architecture Enterprise Systems

Ariel Focus Fund Details Mixed Q4, Oracle AI Push and Barrick Payouts in New Letter

Meta Slides as Investors Doubt Returns on AI Capital Spending

Oracle Investors Face April 6 Deadline To Seek Lead Role In AI Data‑Center Securities Case

1Password Launches Unified Access for AI Agent and Machine Identity Security

Oracle’s AI Spending Plans Face Investor Scrutiny as Some Funds Trim Stakes

L1 Capital Q3 Letters Show Rebalancing: Nvidia Initiated, HCA Trimmed, Resources Favored

Mar Vista’s Q3 Letter Outlines AI-Focused Repositioning After 3.29% Return