DIRS.INFO The most relevant business & tech news

☆ Here's another sign our go-to cybersecurity stock should climb even higher in 2024
▼ + stars: | 2024-02-08 | by ( Morgan Chittum | ) www.cnbc.com time to read: +4 min

Investors just received another reason to like Palo Alto Networks — the Club's favorite cybersecurity stock, which has been on fire. As these threats intensify for businesses, more customers are seeking out products and services like those offered by Palo Alto. "If the worst cybersecurity stock does well, what does it say about the best? Buy Palo Alto Networks," he said. Palo Alto Networks became the first cybersecurity stock to top a $100 billion market value late last year — a long-held goal by management.

Persons: there's, Nikesh Arora, Jim Cramer, Wall, Wednesday's Homestretch, Jim, hasn't, Jim Cramer's Organizations: Palo Alto Networks, Palo, Palo Alto, CNBC, Microsoft, Wall Street, JPMorgan, Alto Networks Locations: Palo Alto's, Palo, Russian

☆ What Microsoft’s hack means for its $20 billion cybersecurity franchise and its rivals
▼ + stars: | 2024-01-22 | by ( Morgan Chittum | ) www.cnbc.com time to read: +5 min

Microsoft 's hacking disclosure could be a challenge for its $20 billion-a-year cybersecurity franchise but bullish news for fellow portfolio name and rival Palo Alto Networks. Microsoft stock was trading modestly lower Monday but has climbed more than 5% since the start of 2024 following last year's 56% gains. Microsoft's cybersecurity incident doesn't leave us any less bullish on the mega-cap name. While its cybersecurity business pulls in about $20 billion in annual sales, Microsoft's revenue jumped 7% in 2023 to nearly $212 billion. The Securities and Exchange Commission's (SEC) new disclosure rules around cybersecurity attacks could be another catalyst for Palo Alto, Jim added.

Persons: hasn't, Nobelium, Jim Cramer, Jim, Palo, Exchange Commission's, Nikesh Arora, Estee Lauder, Clorox, Okta, Jim Cramer's, Satya Nadella, Justin Sullivan Organizations: Microsoft, Palo Alto Networks, Wall, SolarWinds, Apple, JPMorgan, Securities, Exchange, SEC, Palo Alto, Corporations, Palo, CNBC, MGM Resorts, Caesars Entertainment Locations: Russian, Palo, Palo Alto, Davos, Switzerland, San Francisco

☆ 3 reasons why investors keep sending cybersecurity giant Palo Alto Networks to record high after record high
▼ + stars: | 2024-01-16 | by ( Morgan Chittum | ) www.cnbc.com time to read: +5 min

Palo Alto Networks CEO Nikesh Arora said Tuesday that cybersecurity demand will only intensify in 2024. Palo Alto Networks was riding a six-session winning streak, including Tuesday's all-time high above $333 per share. PANW YTD mountain Palo Alto Networks (PANW) year-to-date performance When Arora took over as CEO of Palo Alto in June 2018, the stock was around $70 per share. Late last year, Palo Alto announced plans to buy enterprise browser startup Talon Cyber Security and cloud data specialist Dig Security. Arora Nikesh, Palo Alto Networks CEO & Chairman at the WEF in Davos, Switzerland on May 23rd, 2022.

Persons: Nikesh Arora, Arora, Jim Cramer, he's, OpenAI, Sam Altman's, Estee Lauder, Clorox, Palo, we've, Morgan Stanley, Jim Cramer's, Jim, Arora Nikesh, Adam Galica Organizations: Palo Alto, Club, CNBC, Palo Alto Networks, Alto, Palo, Google, MGM Resorts, Caesars Entertainment, Security Locations: Davos, Switzerland, Palo, Palo Alto

☆ Palo Alto Networks CEO Nikesh Arora on the cyber threat landscape, impact of AI on cybersecuirty
▼ + stars: | 2024-01-16 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPalo Alto Networks CEO Nikesh Arora on the cyber threat landscape, impact of AI on cybersecuirtyPalo Alto Networks CEO Nikesh Arora joins 'Squawk Box' to discuss the cyber threat landscape, the impact of AI on cybersecurity, and more.

Persons: Nikesh Arora Organizations: Alto, Palo Alto

☆ Why Palo Alto Networks hitting $100 billion in market value is just the beginning
▼ + stars: | 2023-12-29 | by ( Morgan Chittum | ) www.cnbc.com time to read: +5 min

Palo Alto Networks this month became the first cybersecurity company to eclipse $100 billion in market value. Palo Alto is the "winner and new champion of cybersecurity," Jim Cramer said recently. Shares of Palo Alto have more than doubled in price throughout 2023, up a whopping 116%. Although AI is not a core part of the Club's investment thesis for Palo Alto, we like management's progress in this fast-growing business. Arora Nikesh, Palo Alto Networks CEO & Chairman at the WEF in Davos, Switzerland on May 23rd, 2022.

Persons: Nikesh Arora, Jim Cramer, Arora, Jim, billings, Morgan Stanley, Jim Cramer's, Arora Nikesh, Adam Galica Organizations: Palo Alto Networks, Federal, Palo, The Securities, Exchange Commission, Operations Centers, CNBC Locations: Palo, cybersecurity, Palo Alto, Alto, Davos, Switzerland

☆ The market is getting marginally spooked by our billings guidance, says Palo Alto Networks CEO
▼ + stars: | 2023-11-15 | by ( Jim Cramer | ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe market is getting marginally spooked by our billings guidance, says Palo Alto Networks CEOPalo Alto Networks Chairman and CEO Nikesh Arora joins 'Mad Money' host Jim Cramer to talk quarterly results, the stock dropping in extended trading and more.

Persons: billings, Nikesh Arora, Jim Cramer Organizations: Alto, Palo Alto Networks

☆ Palo Alto Networks CEO says demand remains high despite quarterly weakness in billings
▼ + stars: | 2023-11-15 | by ( Julie Coleman | ) www.cnbc.com time to read: +1 min

In a Wednesday interview with CNBC's Jim Cramer, Palo Alto Networks CEO Nikesh Arora said demand remains high even though the company issued a weaker billings forecast than expected. The cybersecurity company reported its first-quarter earnings after Wednesday's close, topping Wall Street's revenue targets. However, weak billings guidance caused the stock to slide nearly 6% in after-hours trading. He also suggested billings guidance may not be the most important metric for Wall Street to consider. "Billings is an indicator of revenue in the future, and the better indicator of revenue in the future is RPO, remaining performance obligations, which we grew at 26%."

Persons: CNBC's Jim Cramer, Nikesh Arora, Wednesday's, billings, Arora Organizations: Palo Alto, billings

☆ Palo Alto Networks CEO Nikesh Arora talks Q1 results with Jim Cramer
▼ + stars: | 2023-11-15 | by ( Jim Cramer | ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPalo Alto Networks CEO Nikesh Arora talks Q1 results with Jim CramerPalo Alto Networks Chairman and CEO Nikesh Arora joins 'Mad Money' host Jim Cramer to talk quarterly results, the stock dropping in extended trading and more.

Persons: Nikesh Arora, Jim Cramer Palo, Jim Cramer Organizations: Alto, Jim Cramer Palo Alto Networks

☆ Palo Alto's pullback on confusion around a key quarterly metric is a buying opportunity
▼ + stars: | 2023-11-15 | by ( Jeff Marks | ) www.cnbc.com time to read: +8 min

Bottom line What should we make of this Palo Alto Networks quarter? Palo Alto has two types of customers: ones that pay annually and others that pay upfront over three years. At the close of regular trading Wednesday, Palo Alto shares were up nearly 84% this year. Total revenue of $1.96 billion to $1.97 billion, with the midpoint of $1.97 billion in line with estimates. Arora Nikesh, Palo Alto Networks CEO & Chairman at the WEF in Davos, Switzerland on May 23rd, 2022.

Persons: cybersecurity, we're, billings, Billings, there's, Nikesh Arora, haven't, We've, Arora, Jim Cramer, Jim Cramer's, Jim, Arora Nikesh, Adam Galica Organizations: Palo Alto Networks, Management, LSEG, billings, Alto, Billings, Palo Alto, Palo, Networks, CNBC Locations: billings, Palo, Alto, Palo Alto, Davos, Switzerland

☆ Jamie Dimon's stock-moving trades show why investors should track CEOs' buying and selling
▼ + stars: | 2023-10-28 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +24 min

While executive stock sales — such as Dimon's planned transactions next year — are not universally red flags, they can get complicated. Insider stock sales Executive stock trades are usually disclosed through SEC filings known as Form 4 documents and accessible through the regulator's EDGAR database — the electronic data gathering, analysis, and retrieval system. Rule 10b5-1 trading plans came into the fold just over two decades ago to reconcile these two discordant facts. Adopting Rule 10b5-1 trading plans gives public-company executives a way to protect against allegations of illegal insider trading in the future. Compared with a tiny stock sale executed through a predetermined plan, executive stock buys generally send a much stronger signal: The executive wants to make money, too.

Persons: Jamie Dimon, Dimon, Jim Cramer, Jim, Eliezer Fich, Dimon's, EDGAR, Chester Spatt, Spatt, —, Susan Li, Drexel's, Wharton, Drexel's Fich, Fich, I'm, Nancy Quan's, Quan, Marc Benioff, Carnegie Mellon's Spatt, Benioff, Howard Schultz, Schultz's, Schultz, Carnegie Mellon's, Nikesh Arora, Arora, Charles Scharf, Wells, Sehwa Kim, Kim, Foot, Mary Dillon, Locker, Dillon, Foot Locker, Jim Cramer's, Al Drago Organizations: JPMorgan Chase, JPMorgan, Dow Jones Industrial, Wall, Dimon, Pfizer, Capitol, Drexel University, Club, Securities, Exchange Commission, SEC, Carnegie Mellon's Tepper School of Business, CNBC, Stanford University, University of Pennsylvania's Wharton School, Stanford, Cola, Salesforce, Carnegie, Starbucks, Palo Alto Networks, Alto Networks, Broadcom, Federal Reserve, Washington Service, Columbia Business School, JPMorgan Chase &, Bloomberg, Getty Locations: U.S, Coke, Salesforce, FL

☆ Jim Cramer calls Palo Alto Networks' CEO the Tom Brady of executives
▼ + stars: | 2023-09-06 | by ( Morgan Chittum | ) www.cnbc.com time to read: 1 min

Arora Nikesh, Palo Alto Networks CEO & Chairman at the WEF in Davos, Switzerland on May 23rd, 2022. Zscaler (ZS) reported strong quarterly results Tuesday evening, but Palo Alto Networks (PANW) is still the top cybersecurity pick for CNBC's Jim Cramer. If you like this story, sign up for Jim Cramer's Top 10 Morning Thoughts on the Market email newsletter for free. Palo Alto is the leading name, in part, because of the company's strong management, with Cramer on Wednesday calling CEO Nikesh Arora the Tom Brady of executives. The CNBC Investing Club owns Palo Alto shares.

Persons: Arora, CNBC's Jim Cramer, Zscaler, Jim Cramer's, Cramer, Nikesh Arora, Tom Brady Organizations: Palo Alto Networks, billings, CNBC Investing Club, Palo Alto Locations: Palo, Davos, Switzerland

☆ Here are the 8 trades and 3 price-target changes we made during a busy week
▼ + stars: | 2023-08-25 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +7 min

Monday Monday proved to be a harbinger for the rest of the week, beginning with purchases of GE Healthcare (GEHC) and Stanley Black & Decker (SWK). GE Healthcare and Stanley Black & Decker appeared especially attractive, leading us to buy 100 shares and 150 shares, respectively. For GEHC, we wanted to take advantage of what we believe was an unwarranted decline in the medical technology company's stock price. Our purchase of Starbucks represents another buying-into-post-earnings-weakness situation, as we did with Microsoft and Stanley Black & Decker earlier in the week. That's why on Thursday we took our Nvidia price target to $600 per share from $450, implying roughly 27% upside.

Persons: Jerome Powell's Jackson, Here's, Stanley Black, Decker, SWK, Nikesh Arora, Jim Cramer, that's, Locker, Locker's, —, Jim Cramer's, Jim, Angela Weiss Organizations: Federal, GE Healthcare, Microsoft, Palo Alto Networks, Big Tech, Amazon, Starbucks, Broadcom, Devices, Nvidia, Charitable, AMD, CNBC, Traders, New York Stock Exchange, AFP, Getty Locations: Danaher, New York City

☆ Companies need 2-3 year road maps to modernize and create an AI stack: Palo Alto Networks CEO
▼ + stars: | 2023-08-21 | by ( Jim Cramer | ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCompanies need 2-3 year road maps to modernize and create an AI stack: Palo Alto Networks CEOPalo Alto Networks Chairman and CEO Nikesh Arora goes one-on-one with 'Mad Money' host Jim Cramer to talk quarterly results, cybersecurity, competition in the space and more.

Persons: Nikesh Arora, Jim Cramer Organizations: Companies, Alto, Palo Alto Networks

☆ Palo Alto Networks CEO Nikesh Arora goes one-on-one with Jim Cramer
▼ + stars: | 2023-08-21 | by ( Jim Cramer | ) www.cnbc.com time to read: 1 min

Palo Alto Networks CEO Nikesh Arora goes one-on-one with Jim CramerPalo Alto Networks Chairman and CEO Nikesh Arora goes one-on-one with 'Mad Money' host Jim Cramer to talk quarterly results, cybersecurity, competition in the space and more.

Persons: Nikesh Arora, Jim Cramer Palo, Jim Cramer Organizations: Palo Alto, Jim Cramer Palo Alto Networks

☆ Cramer tells investors to stick with their convictions during a tough market
▼ + stars: | 2023-08-21 | by ( Julie Coleman | ) www.cnbc.com time to read: +1 min

CNBC's Jim Cramer on Monday encouraged investors to stick with their own convictions when the market is turbulent or confusing. The market, he said, is currently tough, with the S&P 500 and the Nasdaq coming off three weeks of losses. "This market's best buys come not immediately after the quarter, but when the wrongheaded sellers or buyers come in," Cramer said. "Don't respect their vision, respect your own. When Palo Alto Networks ended up reporting a solid quarter, its stock recovered from the drop and was up nearly 15% by Monday's close.

Persons: CNBC's Jim Cramer, Cramer, Nikesh Arora, Monday's Organizations: Nasdaq, Palo Alto Networks, Apple, Meta, GE HealthCare, Walmart, Microsoft, Nvidia Locations: Palo, Palo Alto

☆ Palo Alto Networks shares rise more than 14% after earnings report
▼ + stars: | 2023-08-21 | by ( Rohan Goswami | In Rohangoswamicnbc | ) www.cnbc.com time to read: +2 min

Shares of Palo Alto Networks rose more than 14% in Monday morning trading, continuing a rally that began when the security software vendor reported stronger-than-expected fiscal fourth-quarter earnings last week. The company reported adjusted quarterly earnings per share of $1.44 versus a Refinitiv analyst consensus of $1.28 per share. There had been some concern among analysts that Palo Alto was slated to report bad news alongside its earnings, since it scheduled its earnings release date for after the bell Friday. As a result, Palo Alto stock fell as far as $208.02 after it announced its earnings release date. Palo Alto CEO Nikesh Arora described the pre-earnings concern as making for "some very interesting reading" in analyst reports.

Persons: Nikesh Arora, Brad Zelnick, Zelnick, Tal Liani Organizations: Palo Alto Networks, Palo Alto, Palo, Deutsche Bank, Bank of America, " Bank of America Locations: Palo Alto

☆ Jim Cramer says this surging cybersecurity is gaining market share and proving doubters wrong
▼ + stars: | 2023-08-21 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +1 min

Palo Alto Networks (PANW) defied the doubters with its late Friday quarterly results and strong guidance. In the nervous run-up to the earnings release, Palo Alto's stock had fallen about 16% in August. Cramer's Charitable Trust, the portfolio used by the CNBC Investing Club, owns shares of Palo Alto Networks. On Monday, he praised Palo Alto Networks' ability to gain market share in the increasingly important cybersecurity industry. The magnitude of Palo Alto's jump Monday is due, in part, to short-sellers covering their bets against the stock, Cramer said.

Persons: It's, CNBC's Jim Cramer, Nikesh Arora, Cramer, Palo, Jim Cramer's Organizations: Palo Alto Networks, Charitable Trust, CNBC, Club Locations: Palo Alto

☆ Palo Alto Networks CEO warns companies need modern, integrated cybersecurity: 'the bad actors are moving faster'
▼ + stars: | 2023-08-21 | by ( Julie Coleman | ) www.cnbc.com time to read: +2 min

Palo Alto Networks CEO Nikesh Arora told CNBC's Jim Cramer on Monday that companies need integrated, modernized cybersecurity systems in order to protect themselves from "bad actors" who are getting faster at gaining access to sensitive information. Arora said the problem isn't that companies lack cybersecurity vendors. "It's important for us to make sure we're ready to deflect the stuff in hours, not in days," Arora continued. Palo Alto Networks' stock was up nearly 15% by Monday's close, likely driven by a Friday after-hours earnings report that showed the company's revenue increased 26% compared with the year-ago quarter. Palo Alto Networks' revenue came in at $1.95 billion, slightly below $1.96 billion consensus estimates, according to Refinitiv.

Persons: Nikesh Arora, CNBC's Jim Cramer, Arora, Estee Lauder, Monday's Organizations: Palo Alto, Securities, Exchange Commission, SEC, Alto Networks, Palo Alto Networks Locations: Freeport

☆ With the market oversold, we're going to hold our noses and do some buying
▼ + stars: | 2023-08-18 | by ( Jeff Marks | ) www.cnbc.com time to read: +3 min

Every weekday the CNBC Investing Club with Jim Cramer holds a Morning Meeting livestream at 10:20 a.m. Stocks fall, market oversold Stocks are lower again Friday, putting the S & P 500 on track for a third-straight week of declines for the first time since February. But the market is, at least, finally oversold, with the S & P 500 Short Range Oscillator at minus 4.54% following Thursday's sell-off. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Jim Cramer, Estee Lauder, That's, Fabrizio Freda, We'll, Palo, let's, Nikesh Arora, Jim Cramer's, Jim Organizations: CNBC, Prestige, Palo Alto Networks, Nvidia Locations: Palo, FL

☆ Cybersecurity firm Palo Alto projects strong annual billings, shares rally
▼ + stars: | 2023-08-18 | by ( ) www.reuters.com time to read: +2 min

Aug 18 (Reuters) - Palo Alto Networks (PANW.O) forecast annual billings above market estimates on Friday, in a sign that more businesses were turning to its integrated cybersecurity offerings to combat rising digital threats. Palo Alto projected full-year billings to be between $10.9 billion and $11.0 billion, compared with the Visible Alpha consensus estimate of $10.80 billion. Shares of Santa Clara, California-based Palo Alto have declined around 17% since it set Friday as its earnings date earlier this month — a move some analysts termed as "head scratching". Its fourth-quarter revenue grew about 26% to $1.95 billion, roughly in line with analysts' expectations, according to Refinitiv data. Palo Alto expects annual adjusted profit per share to be between $5.27 and $5.40, compared with analysts' expectations of $4.98.

Persons: billings, Nikesh Arora, Jaspreet Singh, Shilpi Majumdar Organizations: Palo Alto Networks, Palo Alto, platformization, Global, Palo, Software Technologies, Thomson Locations: billings, Santa Clara , California, Alto, Bengaluru

☆ Palo Alto shares rise on earnings beat, surprising investors who worried about a Friday report
▼ + stars: | 2023-08-18 | by ( Ari Levy | ) www.cnbc.com time to read: +2 min

Arora Nikesh, Palo Alto Networks CEO & Chairman at the WEF in Davos, Switzerland on May 23rd, 2022. Palo Alto Networks shares jumped as much as 9% in extended trading on Friday after the security software vendor reported earnings that exceeded analysts' estimates. Revenue in its fiscal fourth quarter increased 26% from $1.6 billion a year earlier, Palo Alto said. Palo Alto announced its earnings date on Aug. 2. WATCH: Jim Cramer interviews Palo Alto Networks CEO Nikesh Arora

Persons: Arora, Palo, Nikesh Arora, Jim Cramer Organizations: Palo Alto Networks, Refinitiv, Refinitiv ., Refinitiv . Revenue, Palo, Palo Alto Locations: Palo, Davos, Switzerland, Refinitiv ., Palo Alto, West

☆ Here's a rapid-fire update on all 36 stocks in the Club's portfolio, including 2 recent buys
▼ + stars: | 2023-08-17 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +14 min

Here's a rapid-fire update on all 36 stocks in Jim Cramer's Charitable Trust, the portfolio we use for the CNBC Investing Club. Apple remains an "own it, don't trade it" stock, Jim said. Halliburton (HAL): Given we just added a new stock to the portfolio, Jim said Halliburton may be the stock we look to cut ties with. The lesson with P & G is that, sometimes, there's nothing to do but hold a stock, Jim said. Stanley Black & Decker (SWK): The maker of DeWalt and Craftsman tools is one of the best bargains in our portfolio, Jim said.

Persons: Jim Cramer's, Jim, it's, We're, —, he's, he'll, we're, Dupont, Walt Disney, Estee Lauder, Locker, Mary Dillon's, Halliburton, Humana, Humana's, Linde, Eli Lilly, there's, Mark Zuckerberg's, Jim said, Morgan Stanley, James Gorman, Nikesh Arora, Elliott Management's, Elliott, Stanley Black, Decker, It's, Wells Fargo, Wells, Charlie Scharf —, Jim Cramer, Jim Cramer Rob Kim Organizations: Jim Cramer's Charitable Trust, CNBC, Club, Apple, Devices, AMD, Nvidia, Amazon, Federal, Bausch Health, Caterpillar, Costco, Coterra Energy, DuPont de Nemours, Comcast, Emerson, Emerson Electric, Ford, United Auto Workers, GE HealthCare Technologies, Big Tech, NFL, Halliburton, HAL, Texas, Honeywell International, Honeywell, Linde, LIN, Facebook, Reality Labs, Microsoft, Oracle, Palo Alto Networks, Procter & Gamble, Natural Resources, Starbucks, Constellation Brands, TJX, Goods, Wynn Resorts, WYNN, Jim Cramer's Charitable Locations: Bausch, China, Hulu, NBCUniversal, Palo, Macao

☆ Cybersecurity 'still number one on the agenda in boardrooms,' Cramer says as Palo Alto reports
▼ + stars: | 2023-08-17 | by ( Morgan Chittum | ) www.cnbc.com time to read: +5 min

Palo Alto Networks is set to release earnings for its fiscal fourth quarter on Friday after the closing bell. The firm predicted Palo Alto could reach a valuation of $100 billion over the next few years, a sizeable upside from its current $65 billion market capitalization. Palo Alto's edge Palo Alto has a track record of overcoming market headwinds in the long term. In a saturated cybersecurity market, Palo Alto is the "only real soup-to-nuts cyber play ," Jim said recently, allowing it to dominate the field. Signage outside Palo Alto Networks headquarters in Santa Clara, California, U.S., on Thursday, May 13, 2021.

Persons: Palo, Jim Cramer, Wolfe, Nikesh Arora's, That's, Tenable, Jim, Jim Cramer's, David Paul Morris Organizations: Palo Alto Networks, Alto Networks, Palo Alto, Barclays, RBC Capital Markets, Nike Inc, Wolfe Research, Palo, CNBC, Bloomberg, Getty Locations: Palo Alto, Palo, PANW, Santa Clara , California, U.S

☆ Here are our top 4 stocks and worst 4 stocks to start the second half of 2023
▼ + stars: | 2023-07-15 | by ( Paulina Likos | ) www.cnbc.com time to read: +9 min

There are some new names on both the July leaders and July laggards list since we did this exercise looking at our January to June portfolio performance. META 1M mountain Meta stock performance month-to-date. Meta Platforms (META) remains a top performer in the portfolio to start the second half, rising 7.6% for the first two weeks of July after more than doubling in the first half. To start out the first half of 2023, Nvidia was our top-performing stock in the portfolio with nearly a triple. The analysts warned that FL's high exposure to lower-income consumers could pressure the second half of the year.

Persons: Jim Cramer's, Jim, Meta, Baird, Mary Dillon, Foot, Nikesh Arora, PANW, Eli Lilly, Lilly, Mounjaro that's, Johnson, Jim Cramer, Brendan McDermid Organizations: Jim Cramer's Charitable Trust, Investing, Nasdaq, HAL, Halliburton, Natural Resources, Coterra Energy, Meta, Nvidia, Apple, Alto Networks, Palo Alto Networks, Microsoft, PANW, Palo, Reuters, Nordisk, CNBC, Traders, New York Stock Exchange, & ' $ Locations: North America, FL, PANW, Palo, New York City, U.S

☆ Jim Cramer gauges the threat of Microsoft's cybersecurity foray on Palo Alto Networks stock
▼ + stars: | 2023-07-14 | by ( Morgan Chittum | ) www.cnbc.com time to read: +5 min

Microsoft (MSFT) updated plans to expand further into cybersecurity this week, creating chaos in pure-play vendors like Club name Palo Alto Networks (PANW). We think that decline was an overreaction and the bounce since shows that investors have come to realize that Microsoft's moves pose little threat to cybersecurity leader Palo Alto. Bottom line We believe Palo Alto will stay the cybersecurity leader regardless of Microsoft's announcement. Founded in 2005, Palo Alto has been in the space much longer than Microsoft, and it has a first-mover advantage. Signage outside Palo Alto Networks headquarters in Santa Clara, California, U.S., on Thursday, May 13, 2021.

Persons: Palo Alto, I'm, Jim Cramer, Nikesh Arora, Arora, We've, Brent Thill, Goldman Sachs, Gabriela Borges, Satya Nadella, Palo, Jim, Jim Cramer's, David Paul Morris Organizations: Microsoft, Palo Alto Networks, Palo Alto, Jefferies, Alto Networks, Apple, Management, JPMorgan, Nasdaq, Big Tech, CNBC, Bloomberg, Getty Locations: Palo Alto, Palo, PANW, cybersecurity, Santa Clara , California, U.S

Search resuls for: "Nikesh Arora"

25 mentions found