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Cloud Stocks: Symbotic Needs to Expand to New Customers

Posted on Tuesday, Sep 16th

According to a market report, the warehouse automation market is expected to grow 16% annually to $115.8 billion by 2034. The market was pegged at $26.5 billion last year. The growth in the industry is driven by increasing adoption of robotics and AI to drive operational efficiency, cost savings, and speed of order fulfillment at

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Cloud Stocks: Analysis of ServiceNow’s Data.World Acquisition

Posted on Tuesday, Aug 19th

Last month, ServiceNow (NYSE:NOW) reported its second quarter results that outpaced market expectations. The company continues to invest in building its AI portfolio through innovation and acquisitions.

Cloud Stocks: Analysis of Zscaler’s Red Canary Acquisition

Posted on Friday, Jun 27th

According to a recent report, the global cybersecurity market is projected to grow at 13% CAGR from $245.62 billion in 2024 to $500.70 billion by 2030. This surge is fueled by the increased adoption of smart devices and the widespread deployment of cloud services that require advanced security solutions. Cloud security provider Zscaler’s (NASDAQ: ZS) recent quarterly

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CyberArk Dominates a Fast-Growing PAM Market with AI and Acquisitions

Posted on Friday, Jun 20th

The global privileged access market (PAM) is expected to grow 23% annually over the next few years to reach $28 billion by 2034 from $3.6 billion in 2024. The growth in the industry is driven by increasing cybersecurity threats coupled with the push from stronger regulatory requirements and compliance mandates.

Analysis of Amazon’s Adept AI Deal

Posted on Tuesday, Jun 10th

According to a recent research, the global agentic AI market is expected to grow at 41% CAGR from $7.3 billion in 2025 to $41.3 billion by 2030. San Francisco-based Adept AI is trying to make its mark in this high growth, yet competitive space.

Analysis of Palo Alto Network’s Protect AI Acquisition

Posted on Wednesday, May 21st

The global AI cybersecurity market is expected to grow from $25.4 billion in 2024 to $31.4 billion this year, at 24% CAGR from 2025 to 2034. Yesterday, Palo Alto Networks (NYSE: PANW) announced mixed quarterly results that did not please the market. The stock fell 4% in the after hours trading session. 

Cloud Stocks: Analysis of Google’s Wiz Acquisition

Posted on Friday, Apr 25th

Yesterday, Alphabet aka Google (Nasdaq: GOOG) announced its first quarter results that soared past market expectations. The stock climbed 5% in the after-hours trading session post results announcement.

Cloud Stocks: Google Launches Agentic AI Model

Posted on Friday, Feb 7th

This week, Alphabet aka Google (Nasdaq: GOOG) reported a mixed fourth quarter. It missed the revenue estimate as the cloud business growth was less than the previous quarter.