Key Takeaways Fortinet expanded its share buyback program by $1 billion, bringing total authorization to $9.25 billion.FTNT trades at a premium P/B ratio of 29.73x, suggesting limited upside potential at current levels.The company faces intense competition but leads with 500+ AI patents and FortiAI integration.Fortinet (FTNT) expanded its share repurchase program by $1 billion on Aug. 21, 2025, bringing the total authorized amount to $9.25 billion and extending the program through Feb. 28, 2027. With approx ...

Apple has reportedly patched a zero-day flaw in its ImageIO framework.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.That’s according to a report Friday (Aug. 22) by Dark Reading, which noted this is the latest in ...

CHONGQING, CHINA - AUGUST 24: In this photo illustration, a hand holds a smartphone displaying the logo of CrowdStrike Holdings Inc. (NASDAQ: CRWD), an American cybersecurity technology company specializing in endpoint protection, threat intelligence, and cloud workload security, with the company's emblem seen in the background on August 24, 2025 in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)Getty ImagesCrowdStrike (NASDAQ:CRWD), a cybersecurity firm, is slated to release earnings on We ...

Microsoft TodayMSFTMicrosoft$507.23 +2.99 (+0.59%) 52-Week Range$344.79▼$555.45Dividend Yield0.65%P/E Ratio37.19Price Target$612.54Add to WatchlistMicrosoft Corporation NASDAQ: MSFT is synonymous with artificial intelligence (AI). The tech giant’s partnership with OpenAI was the catalyst for the company’s growing AI footprint. It’s also a key reason why MSFT stock has delivered a total return of over 150% in the last five years. However, as investors have discovered, as AI adoption accelerates, so do the r ...

Investors are preparing for another eventful week of earnings reports, with several stocks popular among retail traders set to announce their results.Here's a look at some of the companies reporting this week that individual investors will be watching.  NVDA stock is up 32% year-to-date. Check out the chart here. Monday, Aug. 25Before Market Open: Chinese e-commerce company PDD Holdings Inc. PDD will kick off the week with its second-quarter results set to be released before Monday's opening bell. According ...

Clever generative-artificial intelligence models mean criminals no longer have to spend big sums on teams of hackers and equipment. This has been a terrible development for most firms—but has been rather better for those in the cybersecurity business https://t.co/B6nbc3fdga ...

The cybersecurity giant is seeing strong sales thanks to artificial intelligence.Investing in cybersecurity stocks makes sense in this digitally dependent world. And now, the importance of protection against cyberattacks is amplified further by the emergence of artificial intelligence (AI).That's why some forecasts predict the cybersecurity industry will grow from $194 billion in 2024 to $563 billion by 2032 with generative AI giving companies in the sector a boost. Veteran player Palo Alto Networks (PANW 1 ...

Core Viewpoint - Palo Alto Networks is experiencing accelerated revenue growth driven by its investment in AI-powered cybersecurity products, positioning itself for a long-term boom in the market [1][2]. Group 1: Revenue Growth and Financial Performance - Palo Alto reported $2.5 billion in revenue for its fiscal 2025 fourth quarter, reflecting a 16% year-over-year increase, marking the second consecutive quarter of accelerating revenue growth [8]. - The annual recurring revenue (ARR) from its Next-Generation Security (NGS) segment increased by 32% to a record $5.6 billion, significantly contributing to the strong Q4 results [9]. - The company’s platform customers achieved a net revenue retention rate of 120%, indicating a 20% increase in spending year-over-year, with a nearly zero churn rate [11]. Group 2: AI Integration and Product Development - Palo Alto operates three cybersecurity platforms: cloud security, network security, and security operations, integrating AI into many products to enhance threat detection and incident response [4]. - The company launched the AI Access Security platform, which assesses the safety of over 4,000 generative AI applications, providing visibility for cybersecurity managers on AI software deployment [5][6]. - A new product, PAN-OS 12.1 Orion, was introduced to help enterprises prepare for vulnerabilities posed by quantum computing, showcasing Palo Alto's forward-thinking approach [7]. Group 3: Competitive Positioning and Market Strategy - The concept of "platformization" has strengthened Palo Alto's market position, allowing it to serve as a one-stop shop for cybersecurity needs, encouraging customers to consolidate their spending on its platforms [10]. - Palo Alto's NGS ARR is projected to potentially triple to $15 billion by fiscal 2030, driven by its strategic initiatives and platformization efforts [11]. - The company's price-to-sales (P/S) ratio of 14.1 is considered attractive compared to competitors like CrowdStrike, which has seen decelerating revenue growth [12][14].

Core Insights - The Q2 earnings season for 2025 is concluding with many S&P 500 companies exceeding expectations and showing strong growth [1][19] - NVIDIA's upcoming report is highly anticipated, as it is expected to influence the broader AI market [2][19] NVIDIA Expectations - NVIDIA has experienced significant growth in Data Center sales, reaching $39.1 billion, a 73% increase from $22.5 billion year-over-year [3] - The consensus estimate for Data Center sales is $40.9 billion, reflecting a 55% increase from $26.3 billion year-over-year [6] - The current forward 12-month earnings multiple for NVIDIA is 36.8X, below the five-year median of 106.3X, indicating shares are not expensive historically [7][9] - Analysts expect NVIDIA's EPS to grow by 47% year-over-year, with a current consensus estimate of $0.94 [9] - Revenue expectations are set at $46.0 billion, suggesting a 53% year-over-year growth [11] Other Important Tech Companies Reporting - CrowdStrike is expected to see a 20% decline in adjusted EPS with a 19% increase in sales, indicating bearish sentiment among analysts [17] - Snowflake is projected to achieve 44% adjusted EPS growth and 24% higher sales, with analysts showing more bullish expectations [18]

Core Viewpoint - The recent decline in AI stocks, including major players like Palantir, Nvidia, and Amazon, is attributed to over-expectations and a recalibration of investor sentiment, although AI adoption within enterprises continues to grow [1][3][4]. Group 1: Market Performance and Trends - The S&P 500 Information Technology Index has decreased by 1.50% over the past week, influenced by volatility in AI stocks [1]. - An 800-point rise in the Dow Jones Index followed a speech by Federal Reserve Chair Jerome Powell, suggesting a potential Fed rate cut due to a weak jobs outlook [1]. - U.S. companies have invested $109 billion in AI from 2013 to 2024, indicating significant long-term commitment despite current market fluctuations [4]. Group 2: Investor Sentiment and Opportunities - Investors are currently experiencing a pullback in AI stocks, but this is viewed as a healthy correction, allowing for potential buying opportunities at discounted prices [3][5]. - A recent MIT study revealed that 95% of generative AI pilots are not yielding measurable results, raising concerns about the overvaluation of AI stocks [6]. - The ongoing correction in AI stocks is seen as an opportunity for Main Street investors to enter the market at lower prices [5]. Group 3: Company-Specific Insights - **Palo Alto Networks**: Year-to-date performance is 2.38%, with a strong focus on cybersecurity, which is considered more critical than AI by many CTOs. The company has seen a 25% year-over-year increase in earnings per share [9][10]. - **Nvidia**: Year-to-date performance is 32.6%, with a significant 69% year-over-year revenue growth. It is recommended to buy if the stock dips below $174.50 [11][12]. - **Advanced Micro Devices (AMD)**: Year-to-date performance is 38.9%, with expected earnings of $1.17 per share for the current quarter, reflecting a 27.2% year-over-year increase. AMD is viewed as a viable alternative to Nvidia, despite being a distant second in the GPU market [13][14].