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News
Nvidia to spend $13 billion on Hugging Face, which will remain an open source platform
1+ week, 3+ day ago (457+ words) Chipmaker Nvidia is buying artificial intelligence software platform Hugging Face for $13 billion. It’s the latest deal by the company, whose processors are integral to the AI boom, and highlights Nvidia's push to champion increasingly popular open-source AI models. Nvidia CEO…...
???Almost sentenced to death???: Palo Alto CEO says AI fears were overblown
1+ week, 4+ day ago (422+ words) Nikesh Arora said investors had expected AI companies to eat the software industry's “breakfast, lunch and dinner,” but that view has begun to change. Palo Alto reported strong results and expects revenue of about $14 billion in the coming year, even…...
Broadcom, Palo Alto Networks Headline Earnings Amid A Tight Economic Calendar
2+ week, 2+ day ago (279+ words) Wall Street Week Ahead: track key economic data, Fed outlook, key earnings dates, IPOs and ex-div dates. See more details here. Get ahead of the market by subscribing to Seeking Alpha's Wall Street Week Ahead, a preview of key events…...
Palo Alto???s M&A strategy is moving deeper into AI
2+ week, 3+ day ago (242+ words) The company’s reported interest in AI-security acquisitions follows major bets on CyberArk, Chronosphere and Israeli startup Koi. Palo Alto Networks is considering further acquisitions as it expands beyond its traditional cybersecurity businesses, according to a report by The Information, with…...
NTT DATA and Palo Alto Networks sign global strategic alliance to accelerate secure AI transformation
2+ week, 6+ day ago (193+ words) Dubai, United Arab Emirates – NTT DATA, a global leader in AI, digital business and technology services, and Palo Alto Networks (NASDAQ: PANW) today announced a multi-year strategic alliance designed to help organizations securely adopt AI, modernize cybersecurity, simplify complex technology…...
Palo Alto Networks and NTT DATA target $1B in AI security sales by 2029
3+ week, 3+ day ago (292+ words) UPDATED 19:27 EDT / AUGUST 20 2026 Palo Alto Networks Inc. and NTT DATA Group Corp. today signed a multiyear global alliance that targets $1 billion in joint business by the end of 2029. Palo Alto Networks said it is the first alliance of its kind…...
CrowdStrike and Palo Alto AI Winners Ahead of Earnings
3+ week, 6+ day ago (189+ words) Wells Fargo Said CrowdStrike (CRWD) and Palo Alto Networks (NASDAQ:PANW) are seeing solid enterprise spending on cybersecurity products ahead of their upcoming earnings reports. Warning! GuruFocus has detected 4 Warning Signs with CRWV. Is CRWV fairly valued? Test your thesis…...