Welcome back to Trading 360. I'm Marley Kaden. It's time for the big three.Three stocks, three charts, and three trades. Rick Ducat joining us here in studio to take us through the charts. And here to take us through the trades is Dan Deming.Great to have you both with us today. Dan, let's start with a big picture thought on how the market is performing today in the wake of the rate cut decision and also the big earnings we got after the market close yesterday. Well, probably not the way that many market pa ...

Palo Alto Networks, Inc. (NASDAQ:PANW) is a Must-Watch AI Stocks on Wall Street. On October 27, Citizens JMP analyst Trevor Walsh raised the firm’s price target on the stock to $250 from $212 and kept an Outperform rating on the shares. Walsh believes that PANW is a key name to watch ahead of earnings, particularly because of the under-recognized positive reaction it has received to its CyberArk acquisition. The new price target represents a modest premium to the peer group mean of 33.2x. This premium va ...

Palo Alto Networks is expanding its artificial intelligence-powered cybersecurity offerings, as clients seek to secure their business operations from rising hacking incidents. ...

Nikesh Arora, CEO of Palo Alto Networks, looks on during the closing bell at the Nasdaq Market in New York City on March 25, 2025.Palo Alto Networks on Tuesday launched new artificial intelligence agents that allow customers to automate certain cybersecurity actions.The new agents, known as Cortex AgentiX, can handle threat intelligence investigations, respond to email breaches and can be deployed across various security vendor platforms. The tools will be available starting Tuesday through several of Palo ...

With a market cap of $145.2 billion, Palo Alto Networks, Inc. (PANW) is the global cybersecurity leader, delivering AI-powered solutions that protect networks, clouds, and operations with precision and speed. Through its unified platform and Zero Trust approach, the company empowers organizations to embrace digital transformation in an ever-evolving threat landscape securely. The Santa Clara, California-based company is slated to announce its fiscal Q1 2026 results soon. Ahead of this event, analysts expe ...

Next week, Rapid7 (RPD) and Qualys (QLYS) report Nov. 4, with Fortinet (FTNT) and Fastly (FSLY) on the plate Nov. 5. Akamai Technologies (AKAM)reports Nov. 6. Wall Street analysts expect corporate spending on cybersecurity to remain a priority over most other software products and services. As of Oct. 27, the Computer Software-Security group ranked No. 96 out of 197 industry groups that IBD tracks. Cybersecurity has under-performed the broader market since Q2 results. "In terms of investor expectations into ...

投资动态 - 投资顾问公司OMC Financial Services LTD在2025年第三季度新建仓Palo Alto Networks股票，购入21,730股，交易价值约为442万美元 [1] - 此次新建仓使Palo Alto Networks占该基金2.6947亿美元美国股票持仓的1.64%，但未进入其前五大持仓 [2] - 截至2025年9月30日，该基金前五大持仓及占管理资产比例分别为：英伟达3542万美元（13.1%）、苹果3076万美元（11.4%）、万事达1990万美元（7.4%）、维萨1779万美元（6.6%）、微软1249万美元（4.6%） [5] 公司财务与估值 - 截至2025年10月20日，公司股价为211.82美元，市值达1433.8亿美元 [3] - 公司过去12个月营收为92.2亿美元，净利润为11.3亿美元 [3] - 在截至2025年7月31日的财年，公司营收同比增长15%至92亿美元，并预计2026财年营收将继续实现两位数增长，达到约105亿美元 [8] - 公司股票远期市盈率约为50倍，估值较高 [7] 公司业务与市场地位 - Palo Alto Networks是全球领先的网络安全解决方案提供商，提供全面的硬件、软件和云安全产品组合 [4] - 公司通过产品销售、周期性订阅和专业服务产生收入，采用直销和渠道合作伙伴相结合的销售模式 [6] - 客户群体涵盖中型至大型企业、服务提供商和政府实体，涉及金融服务、医疗保健、教育、制造和电信等多个行业 [6] - 公司在企业和政府客户中拥有强大的市场地位，这支撑了其在网络安全行业的竞争优势 [4] 行业前景与增长动力 - 量子计算的兴起可能对现有网络安全构成威胁，而公司今年发布了针对量子计算攻击的防御方案，这可能在未来的市场竞争中为其带来优势 [9][10] - 随着量子设备在未来几年的普及，公司的新防御能力可能成为其关键的竞争壁垒和增长动力 [10]

Palo Alto Networks, Inc. (NASDAQ:PANW) is one of the best long term low volatility stocks to buy right now. BofA lifted price target on Palo Alto Networks, Inc. (NASDAQ:PANW) to $240 from $215 on October 20, keeping a Buy rating on the shares. Palo Alto Networks, Inc. (PANW) Believes AI Robots Going Rogue Is Quite Difficult The firm told investors that the cybersecurity and networking sectors are continually benefiting from strong momentum, with fundamentals across networking exhibiting healthy patterns. ...

艾伯维公司 (AbbVie Inc) - Odyssey Capital Advisors创始人兼首席投资官Jason Snipe维持对艾伯维的多头头寸 [1] - 古根海姆分析师Vamil Divan于10月20日维持艾伯维买入评级 并将目标价从227美元上调至242美元 [1] - 艾伯维股价周二下跌0.3% 收盘报231.39美元 [5] 高通公司 (QUALCOMM Incorporated) - Cerity Partners合伙人Jim Lebenthal选择高通作为其最终交易 [1] - 高通技术与铱星通信公司合作 于10月14日将铱星数据服务集成至Snapdragon Mission Tactical Radio 该设备供美国政府及经批准的盟国合作伙伴使用 [2] - 高通股价周二上涨1.1% 收盘报168.83美元 [5] Aptiv公司 (Aptiv PLC) - Hightower Advisors首席投资策略师Stephanie Link选择Aptiv作为其最终交易 [2] - Aptiv于周二宣布推出其最先进的雷达技术 旨在满足市场对下一代高级驾驶辅助系统日益增长的需求 [3] - Aptiv股价周二上涨2.6% 收盘报85.59美元 [5] 帕洛阿尔托网络公司 (Palo Alto Networks, Inc) - Virtus Investment Partners高级董事总经理Joe Terranova选择帕洛阿尔托网络作为其最终交易 [3] - Oppenheimer分析师Ittai Kidron于10月17日维持帕洛阿尔托网络跑赢大市评级 并将目标价从225美元上调至245美元 [3] - 帕洛阿尔托网络股价周二上涨1.2% 收盘报214.40美元 [5]

人工智能的能源需求 - 人工智能是史上最耗电的技术 每个驱动大型语言模型的数据中心耗电量堪比一座小型城市 [2] - 人工智能的每次查询、模型更新和技术突破都消耗巨大能量 正将全球电网推向崩溃边缘 [1][2] - 行业领袖发出警告 人工智能的未来取决于能源突破 否则明年可能面临电力短缺 [2] 被忽视的投资机会 - 一家鲜为人知的公司拥有关键的能源基础设施资产 定位于满足人工智能爆发的能源需求 [3] - 该公司并非芯片制造商或云平台 但可能是最重要的AI股 作为AI能源热潮的"收费站"运营商 [3][4] - 随着特朗普关税政策推动制造业回流 该公司将率先参与工厂的重建、改造和重新设计 [5] 公司的核心业务与优势 - 公司拥有关键的核能基础设施资产 处于美国下一代电力战略的核心位置 [7] - 是全球少数能跨石油、天然气、可再生燃料和工业基础设施执行大型复杂EPC项目的公司之一 [7] - 在美国液化天然气出口领域扮演关键角色 该行业在"美国优先"能源政策下即将爆发 [7] 公司的财务状况 - 公司完全无负债 与背负巨额债务的能源和公用事业公司形成鲜明对比 [8] - 公司持有大量现金储备 相当于其总市值的近三分之一 [8] - 剔除现金和投资后 公司交易市盈率低于7倍 估值极具吸引力 [10] 公司的增长动力 - 公司在一家热门AI公司持有大量股权 为投资者提供间接参与多个AI增长引擎的机会 [9] - 公司受益于AI基础设施超级周期、制造业回流浪潮、美国LNG出口激增以及核能领域的独特布局 [14] - 华尔街开始注意到该公司 一些隐秘的对冲基金经理已在闭门投资峰会上推荐该股 [9]