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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.

FuelCell Energy Reports Q3 Revenue Drop and Wider Loss Despite $3.65 Billion Backlog

Microsoft’s AI Push Boosts Revenue as Record Data‑Center Spending Drains Cash

Arista Reports First Quarter Above $3 Billion and Unveils 1.6 Tbps AI Switches

SK Hynix Denies Pursuing Intel Ohio Acquisition as Shares Reverse Sharply

Analysts Turn Bullish on Figma as AI Debate Clouds Its Outlook

Bloom Energy, Brookfield Expand $25 Billion Financing to Power AI Data Centers

Rocket Lab Shares Swing After Sector Rally Then Rotation Into SpaceX

CrowdStrike Raises Outlook After Record ARR and Cash Flow and Announces 4-for-1 Split

Fastly Plunges 35% After Earnings Beat as Security Growth Disappoints

AT&T Beats Q1 Estimates on Wireless and Internet Growth

Rivian Seen as the Stronger EV Bet as Lucid Confronts Losses and a Gravity Recall

Seagate Hits Record High After Morgan Stanley Makes It Top Pick

Leak of Anthropic Draft on ‘Claude Mythos’ Hits Cybersecurity Stocks

Google’s TurboQuant Shakes Memory Stocks as Wall Street Counters Fears

UiPath Stock Sinks on AI Competition Fears

Pop Mart Shares Sink Over 20% After Earnings as Labubu Boom Cools

Salesforce Faces Fresh Target Cut as FY27 Plan Banks on AI Reacceleration

Nvidia Pours $2 Billion Into CoreWeave, Lifting Stake to 11.5% to Back 5 GW AI Buildout

Intel Shares Tumble After Soft Outlook Highlights 18A Yield Shortfalls