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Technology Stocks
Analysis of Palo Alto Network’s Protect AI Acquisition
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: How is Atlassian Going to Handle Usage-Based Pricing for AI Agents?
Enterprise collaboration solutions provider Atlassian (Nasdaq: TEAM) recently announced its third quarter results that outpaced past market expectations. However, a slightly weaker outlook sent the stock falling 18% in the after-hours trading session.
>>>Tariffs Cause Worries for Apple Long Term, with Some Temporary Relief
Apple (Nasdaq: AAPL) reported a mixed second quarter this month, but a potential $900 million tariff headwind sent its stock falling 4% in the after-hours trading session. Yesterday’s tariff news brought some relief.
>>>Cloud Stocks: Analysis of AMD’s ZT Systems’ Acquisition
Yesterday, AMD (NYSE:AMD) announced its first quarter earnings that outpaced market expectations. The overall export issues with China will result in $700 million in lost revenue for the current quarter.
Cloud Stocks: Microsoft’s AI Initiatives Help Stock Soar Amidst Market Uncertainties
Yesterday Microsoft (Nasdaq: MSFT) announced its third quarter results that surpassed market expectations. The performance helped drive its stock 5% higher in the after-hours trading session.
>>>Cloud Stocks: Analysis of ServiceNow’s Logik.ai Acquisition
Earlier last week, ServiceNow (NYSE:NOW) reported its first quarter results that continued to outpace market expectations. The better than expected guidance helped the stock climb 15% in the after-hours trading session.
>>>Cloud Stocks: Analysis of Google’s Wiz Acquisition
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: IBM’s AI Services Focus
Yesterday, IBM (NYSE:IBM) reported its first quarter results that outpaced market expectations. Despite the cautious operating environment, IBM reiterated its outlook as it expects its focus on AI initiatives to drive growth.
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