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Palo Alto Networks Inc. (NASDAQ: PANW ) shares are climbing Wednesday along with other software stocks, helped by cooler-than-expected inflation data that may ease concerns about further Fed rate hikes. Palo Alto Networks shares are testing new highs. What’s behind PANW new highs? Cooler Inflation Data Eases Rate Hike
Palo Alto Networks (NASDAQ: PANW ) reported fourth-quarter financial results on Tuesday. The transcript from the company's fourth-quarter earnings call has been provided below. This transcript is brought to you APIs. For real-time access to our entire catalog, please visit for a consultation. Access the full call at Su
SentinelOne (NYSE: S ) held its second-quarter earnings conference call on Thursday. Below is the complete transcript from the call. This transcript is brought to you APIs. For real-time access to our entire catalog, please visit for a consultation. Access the full call at Summary SentinelOne reported a strong Q2 FY 20
Anthropic weighs launch timing as OpenAI's GPT-6 Astra gains business traction, sources say Astra accounts for about 13% of enterprise AI spending tracked by Ramp, versus 8% for Claude Fable Anthropic could push IPO to after November US midterm elections, two people familiar say By Echo Wang, Krystal Hu and Milana Vinn
(The opinions expressed here are those of the author.) By Anna Szymanski Sept 18 (Reuters) — Warnings of machine-driven human extinction kicked off the week, but the market's attention quickly turned to more prosaic matters, namely Middle East energy disruption and the first Federal Reserve rate hike in three years. Am
SentinelOne (NYSE: S ) reported second-quarter financial results on Thursday. The transcript from the company's second-quarter earnings call has been provided below. This transcript is brought to you APIs. For real-time access to our entire catalog, please visit for a consultation. View the webcast at Summary SentinelO
GoDaddy (NYSE: GDDY ) released second-quarter financial results and hosted an earnings call on Thursday. Read the complete transcript below. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. The full earnings call is available at Summary GoDaddy Inc reported strong Q2 2
Neptune Insurance Hldgs (NYSE: NP ) reported second-quarter financial results on Wednesday. The transcript from the company's second-quarter earnings call has been provided below. This transcript is brought to you APIs. For real-time access to our entire catalog, please visit for a consultation. View the webcast at Sum
Palantir Technologies Inc. (NYSE: PLTR ) shares are climbing Monday along with other enterprise software stocks after AI executives at firms including Anthropic, OpenAI and SpaceXAI signaled that the industry’s rapid growth may need to slow, a shift that could ease competitive pressure on established software vendors.
Netskope reported Q2 fiscal 2027 revenue of $221 million, up 29% year over year and ahead of guidance, with ARR at $899 million, up 27% year over year.
Broadcom reported record Q3 FY 2026 revenue of $29.6 billion, with AI semiconductor revenue up 221% to $16.7 billion. It guided Q4 consolidated revenue to $34.8 billion and AI revenue to $21.7 billion.
Salesforce shares are trending after TD Cowen reiterated a Buy rating and raised its price target to $300 from $280, following strong quarterly results and expanding enterprise AI adoption.
Nvidia reported fiscal second-quarter revenue of $96.22 billion, above the $92.11 billion estimate, with adjusted EPS of $2.22 versus $2.09 expected and third-quarter revenue guidance of $108 billion.
NVIDIA (NVDA) is discussed as potentially benefiting if cheaper AI models and lower token costs drive more inference, workflows and infrastructure spending, with no catalyst or earnings result supplied.
Anthropic's Economic Index reveals increasing use of autonomous AI agents for complex tasks, with users expecting AI to handle more workload in the next year