Palo Alto Networks remains a buy, trading at reasonable levels amid a substantially expanded $300B TAM and strong organic execution. PANW's $3.35B Chronosphere acquisition, with $160M ARR growing triple digits, offers attractive economics and strategic entry into observability. Recent M&A, including Chronosphere and CyberArk, positions PANW to compete directly with Datadog and expand beyond cor...
Palo Alto Networks (NASDAQ: PANW) announced a landmark deal with Google Cloud on Dec. 19, aimed at integrating artificial intelligence (AI) into cybersecurity at scale. The agreement, reportedly worth nearly $10 billion, will see PANW migrate workloads to Google Cloud while embedding the latter's Gemini AI models into its Prisma AIRS platform.
Palo Alto Networks will migrate key internal workloads to Google Cloud as part of a new multibillion-dollar agreement. The agreement is an expansion of the companies' existing strategic partnership.
SANTA CLARA and SUNNYVALE, Calif. , Dec. 19, 2025 /PRNewswire/ -- As enterprises race to harness the transformative power of agentic AI and cloud computing, Palo Alto Networks (NASDAQ: PANW) and Google Cloud today announced a significant expansion of their strategic partnership to enable the secure development and deployment of AI solutions and provide a trusted foundation that helps organizati...
Alphabet's cloud computing unit and cybersecurity company Palo Alto Networks on Friday announced an expanded partnership that one source told Reuters was by far Google Cloud's largest security services deal.
99% of organizations have experienced an attack against AI apps and services in the past year; Security teams can't keep pace with the surging volume of insecure code SANTA CLARA, Calif. , Dec. 16, 2025 /PRNewswire/ -- The rapid adoption of enterprise AI is fueling an unprecedented surge in cloud security risks.
Sold out: –185,000 shares, net position change estimated at $75.27 million Post-trade stake: 0 shares, $0 value The position previously accounted for 6.4% of fund AUM in the prior quarter These 10 Stocks Could Mint the Next Wave of Millionaires ›
The winter season often marks a distinct shift in the economic landscape, presenting investors with an opportunity to recalibrate their portfolios. While the colder months can bring market volatility, they also clarify the winners in specific industries that thrive on seasonal demand.
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