Layer3.news

11/29/2025

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NORTHLAND RAISES PT ON PALO ALTO NETWORKS (PANW) TO $190 FROM $177, KEEPS A MARKET PERFORM RATING

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✍️ Palo Alto Networks, Inc. is a large cap stock with a strong long-term potential, according to Northland, which raised its price target to $190.

👉 Northland raised its price target on Palo Alto Networks, Inc. to $190 from $177 👉 The company reported a solid quarter and guidance 👉 Total revenue for the quarter rose 16% year-over-year to $2.5 billion 👉 Palo Alto Networks, Inc. expects total revenue for fiscal Q2 2026 in the range of $2.57 billion to $2.59 billion

-- #NikeshArora #UnitedStates #Israel #business

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Nikesh Arora United States Israel business mainstream:perspective

11/28/2025

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2 UNDERAPPRECIATED AREAS ARE POWERING CROWDSTRIKE'S NEXT GROWTH WAVE AND ITS STOCK

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✍️ CrowdStrike is setting the standard for modern cybersecurity and enjoying a well-deserved year for its stock, with rivals like Palo Alto Networks vying for companies' cyber budgets.

👉 CrowdStrike is a leader in the competitive cybersecurity industry 👉 The company is expanding its AI-powered solutions to protect against cyberattacks 👉 Analysts praise CrowdStrike's leadership and growth potential 👉 CEO George Kurtz believes the next big wave of cybersecurity demand will come from the 'agentic revolution' 👉 The company's stock is up more than 45% in 2025

-- #DanIves #GeorgeKurtz #NikeshArora #JimCramer #KingslyCrane #technology

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Dan Ives George Kurtz Nikesh Arora Jim Cramer Kingsly Crane technology Technology:perspective

11/20/2025

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PALO ALTO TOPS EARNINGS EXPECTATIONS, ANNOUNCES CHRONOSPHERE ACQUISITION

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✍️ Palo Alto Networks beat Wall Street's fiscal first-quarter estimates, despite a 3% stock fall.

👉 Palo Alto Networks beat Wall Street's fiscal first-quarter estimates 👉 Revenue grew 16% to $2.47 billion 👉 Net income fell to $334 million, or 47 cents per share 👉 Acquisition of cloud observability platform Chronosphere for $3.35 billion

-- #NikeshArora #Paris #SantaClara,California #SanFrancisco #business

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Nikesh Arora Paris Santa Clara, California San Francisco business Technology:perspective

11/19/2025

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JIM CRAMER DISCUSSES CROWDSTRIKE (CRWD)’S SHARES

https://media.zenfs.com/en/insidermonkey.com/ea35b0e6ecbd2fd7acf5d2a3e06b5ef6

✍️ Jim Cramer discusses CrowdStrike Holdings, Inc. (NASDAQ:CRWD) and its potential in the cybersecurity space, citing its growth and AI-driven opportunities.

👉 Jim Cramer discussed CrowdStrike Holdings, Inc. (NASDAQ:CRWD) as one of his top plays in the cybersecurity space 👉 Cramer believes that the growth in computer networking and data, courtesy of AI, will create more opportunities for the industry 👉 CrowdStrike Holdings, Inc. (NASDAQ:CRWD)’s share price increased by $10 within one minute

-- #JimCramer #GeorgeKurtz #NikeshArora #Jensen #business

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Jim Cramer George Kurtz Nikesh Arora Jensen business mainstream:perspective

11/1/2025

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PALO ALTO NETWORKS DEBUTS AUTOMATED AI AGENTS TO FIGHT CYBERATTACKS

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✍️ Palo Alto Networks launched new AI agents, Cortex AgentiX, to automate cybersecurity actions, responding to growing demand for automated capabilities.

👉 Palo Alto Networks launched new AI agents, Cortex AgentiX, to automate cybersecurity actions 👉 Cortex AgentiX can handle threat intelligence investigations, respond to email breaches, and be deployed across various security vendor platforms 👉 The agents are designed to meet the growing demand for more automated capabilities in cybersecurity 👉 CEO Nikesh Arora expressed concern that some enterprises are still under the illusion that they are extremely secure

-- #NikeshArora #NewYorkCity #Israel #technology

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Nikesh Arora New York City Israel technology Technology:perspective

10/28/2025

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CYBERARK’S VALUATION UP TO $27B AS PALO ALTO STOCK GAINS

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✍️ Palo Alto Networks acquires CyberArk Software in a $25 billion deal, with CyberArk's valuation increasing to $27 billion.

👉 Palo Alto Networks acquires CyberArk Software in a $25 billion deal 👉 Deal is a share deal with a small amount in cash 👉 CyberArk's valuation initially fell 18% after announcement 👉 Valuation has since increased to $27 billion 👉 Shareholders to receive a value $1.7 billion higher than initially expected

-- #NikeshArora #MattCohen #business

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Nikesh Arora Matt Cohen business Israel:perspective

10/22/2025

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PALO ALTO NETWORKS STOCK HAS SURGED SINCE AUGUST. CAN THIS MOMENTUM CONTINUE?

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✍️ Palo Alto Networks' stock has surged 15% since mid-August, driven by strong quarterly results and guidance, but some investors may be concerned about the stock's valuation and competitive landscape.

👉 Palo Alto Networks' stock has surged 15% since mid-August 👉 Strong quarterly results and guidance, with revenue growth, expanding recurring revenue, and robust free cash flow 👉 Chairman and CEO highlighted the demand for its consolidated platform, citing a fundamental market shift towards integrated security solutions 👉 Stock's valuation is a concern, with a price-to-sales ratio of 15 times trailing sales 👉 Competition from other cybersecurity companies, such as CrowdStrike, Zscaler, and Fortinet, may pose a risk to the company's growth

-- #NikeshArora #business

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9/27/2025

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3 TOP CYBERSECURITY STOCKS TO BUY IN SEPTEMBER

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✍️ Cybersecurity spending is projected to reach $377 billion by 2028, and three companies, Palo Alto Networks, CrowdStrike, and Microsoft, are leading the charge against cyber threats.

👉 Cybersecurity spending is projected to reach $377 billion by 2028 👉 Palo Alto Networks recently acquired CyberArk, an identity access management leader 👉 CrowdStrike offers its customers a one-stop shop for security with its Falcon platform 👉 Microsoft has a strong cybersecurity business with 1.4 million customers globally and 34,000 engineers working full-time on security

-- #NirZuk #NikeshArora #technology

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Nir Zuk Nikesh Arora technology mainstream:perspective

9/15/2025

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PALO ALTO NETWORKS, INC. (PANW) CEO IS A GREAT EXAMPLE OF HOW TO CONVINCE INVESTORS, SAYS JIM CRAMER

https://media.zenfs.com/en/insidermonkey.com/147a4279ddaafef61f1c669b56d17e98

✍️ Jim Cramer discusses Palo Alto Networks, Inc. (NASDAQ:PANW) and its recent acquisition of CyberArk, defending the stock and praising CEO Nikesh Arora.

👉 Jim Cramer discusses Palo Alto Networks, Inc. (NASDAQ:PANW) and its recent acquisition of CyberArk 👉 Cramer defends the stock and praises CEO Nikesh Arora 👉 The company's recent quarter results showed a 9% increase in stock price

-- #JimCramer #NikeshArora #business

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Jim Cramer Nikesh Arora business mainstream:perspective

9/14/2025

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PALO ALTO NETWORKS INC. (PANW) TARGETS $15B IN RECURRING REVENUE

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✍️ Palo Alto Networks Inc. is a top tech stock to buy for the long term, with a goal to achieve $15 billion in annual recurring revenue by 2029 and 2030.

👉 Palo Alto Networks Inc. is one of the best tech stocks to buy for the long term 👉 The company has set a goal to achieve $15 billion in annual recurring revenue by 2029 and 2030 👉 The company is shifting its focus towards enhancing its artificial intelligence security portfolio 👉 The acquisition of CyberArk has strengthened the company's prospects as a multi-swim lane cybersecurity firm

-- #NikeshArora #technology

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9/13/2025

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JIM CRAMER SHARES KEY ROLE CROWDSTRIKE HOLDINGS, INC. (CRWD) CAN PLAY IN DEFENDING AI

https://media.zenfs.com/en/insidermonkey.com/04e9f86936e69b8cdae4c1d46c7200a7

✍️ Jim Cramer discussed CrowdStrike Holdings, Inc. (NASDAQ:CRWD) as a cybersecurity stock that has performed well due to strong demand for its services in an era of AI use.

👉 CrowdStrike Holdings, Inc. (NASDAQ:CRWD) has gained 22% year-to-date 👉 Cybersecurity stocks like CRWD have performed well due to strong demand for their services 👉 Jim Cramer believes in cybersecurity due to the potential for agentics to be hacked 👉 The author believes some AI stocks hold greater promise for delivering higher returns and have limited downside risk

-- #JimCramer #NikeshArora #GeorgeKurtz #technology

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Jim Cramer Nikesh Arora George Kurtz technology mainstream:perspective

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JIM CRAMER SHARES KEY ROLE PALO ALTO NETWORKS, INC. (PANW) CAN PLAY IN DEFENDING AI

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✍️ Jim Cramer discussed Palo Alto Networks, Inc. (NASDAQ:PANW) as a cybersecurity company with potential for growth.

👉 Palo Alto Networks, Inc. (NASDAQ:PANW) is a cybersecurity company 👉 Shares have gained 9.2% year-to-date 👉 Company acquired a cybersecurity firm, which Cramer believes will help expand its business 👉 Cybersecurity companies can play a role in protecting against AI bot hacking

-- #JimCramer #NikeshArora #business

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Jim Cramer Nikesh Arora business mainstream:perspective

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PALO ALTO NETWORKS, INC. (PANW) “HAD A MIGHTY NICE UPSIDE SURPRISE,” SAYS JIM CRAMER

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✍️ Jim Cramer discussed Palo Alto Networks, Inc. (NASDAQ:PANW) as a stock that could benefit from its acquisition and growth in the cybersecurity industry.

👉 Palo Alto Networks, Inc. (NASDAQ:PANW) is a stock Jim Cramer frequently discusses 👉 The company's shares are up 6.6% year-to-date after a 15% drop in late July and early August 👉 Cramer believes the acquisition could add to the firm's business 👉 Cramer is bullish on cybersecurity due to the growth in digital networks stemming from AI and foreign threats against American entities

-- #JimCramer #NiteshArora #NikeshArora #business

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Jim Cramer Nitesh Arora Nikesh Arora business mainstream:perspective

9/7/2025

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PALO ALTO NETWORKS, INC. (PANW)’S “GREAT TOO,” SAYS JIM CRAMER

https://media.zenfs.com/en/insidermonkey.com/540c7bfffc9cf078fe323e1d9683599d

✍️ Jim Cramer discusses Palo Alto Networks' recent stock performance and its acquisition of CyberArk, and shares his thoughts on the company's CEO, Nikesh Arora.

👉 Palo Alto Networks' shares have gained 5.4% year-to-date 👉 The company acquired CyberArk for $25 billion 👉 Jim Cramer believes the acquisition will benefit Palo Alto Networks' business growth 👉 Cramer had a conversation with Palo Alto Networks' CEO, Nikesh Arora, about the acquisition

-- #JimCramer #NikeshArora #GeorgeKurtz #David #Trump #business

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Jim Cramer Nikesh Arora George Kurtz David Trump business mainstream:perspective

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THE MARKET IS WRONG FOR PUNISHING PALO ALTO NETWORKS, INC. (PANW), SAYS JIM CRAMER

https://media.zenfs.com/en/insidermonkey.com/13033c9f008f518b51c722a74aa48cdf

✍️ Jim Cramer discussed Palo Alto Networks, Inc. (NASDAQ:PANW) as one of his favorite cybersecurity stocks, despite its recent dip.

👉 Palo Alto Networks, Inc. (NASDAQ:PANW) is one of Jim Cramer's favorite cybersecurity stocks 👉 The company's shares dropped 15% after announcing a $25 billion acquisition of CyberArk 👉 The company's shares have gained 12% since the dip 👉 Cramer has defended the acquisition, citing the importance of identity in cybersecurity

-- #JimCramer #NikeshArora #business

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Jim Cramer Nikesh Arora business mainstream:perspective

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JIM CRAMER ON PALO ALTO NETWORKS: “IT LOOKS REAL GOOD”

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✍️ Jim Cramer shares his insight on Palo Alto Networks, Inc. (NASDAQ:PANW), a cybersecurity company, and discusses his investment in the stock.

👉 Palo Alto Networks, Inc. (NASDAQ:PANW) is a cybersecurity company that provides network security, cloud protection, and security operations. 👉 Jim Cramer has bought some shares of the company for his charitable trust. 👉 Cramer believes the stock looks good and is a long-term holding. 👉 The company recently acquired CyberArk, which Cramer thinks is a positive move.

-- #JimCramer #NikeshArora #business

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Jim Cramer Nikesh Arora business mainstream:perspective

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PALO ALTO NETWORKS, INC. (PANW)’S SHARE PRICE WEAKNESS IS A “BUYING OPPORTUNITY,” SAYS JIM CRAMER

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✍️ Jim Cramer discusses Palo Alto Networks, Inc. (NASDAQ:PANW) and its recent acquisition of CyberArk, despite the stock's 15% dip.

👉 Palo Alto Networks, Inc. (NASDAQ:PANW) is an American cybersecurity company 👉 The company's shares fell 15% after announcing a $25 billion acquisition of CyberArk 👉 Jim Cramer remains a believer in the company, citing its strong track record and potential for future growth 👉 The article suggests that some AI stocks may hold greater promise for delivering higher returns and have limited downside risk

-- #JimCramer #NikeshArora #business

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Jim Cramer Nikesh Arora business mainstream:perspective

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PALO ALTO NETWORKS' GROWTH, OUTLOOK IN AI EARN PLAUDITS FROM VETERAN TRADER, ANALYSTS

https://media.zenfs.com/en/thestreet_881/3a4b0ea2beaffe8a30698ec12db53a4e

✍️ Palo Alto Networks' growth and outlook in AI earn praise from a veteran trader and analysts, citing high demand for cybersecurity firms due to surging cyberattacks.

👉 Palo Alto Networks' growth and outlook in AI are seen as promising 👉 High demand for cybersecurity firms due to surging cyberattacks 👉 Generative AI adoption leads to a new and complex attack surface 👉 Analysts are optimistic about the company's future 👉 Several firms issued research reports and upgraded their ratings

-- #StephenGuilfoyle #NikeshArora #PatrickColville #LeeKlarich #NirZuk #technology

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Stephen Guilfoyle Nikesh Arora Patrick Colville Lee Klarich Nir Zuk technology mainstream:perspective

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BIG DEMAND FOR CYBER PROTECTION POWERS PALO ALTO NETWORKS RESULTS, OUTLOOK

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✍️ Palo Alto Networks beat profit and sales estimates, with shares jumping 7% after reporting better-than-expected results and guidance.

👉 Palo Alto Networks beat profit and sales estimates 👉 Shares jumped 7% after reporting better-than-expected results and guidance 👉 Fiscal 2025 fourth-quarter adjusted EPS of $0.95 👉 Revenue up 16% year-over-year to $2.54 billion 👉 Better-than-anticipated guidance for fiscal 2026 👉 Founder Nir Zuk stepped down as Chief Technical Officer and member of the board

-- #NirZuk #NikeshArora #LeeKlarich #business

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Nir Zuk Nikesh Arora Lee Klarich business mainstream:perspective

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PALO ALTO NETWORKS SHARES SURGE AFTER COMPANY RELEASES STRONG ANNUAL FORECAST

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✍️ Palo Alto Networks reported solid earnings in its fiscal fourth quarter and provided a stronger-than-expected forecast for the fiscal year, leading to a surge in its shares.

👉 Palo Alto Networks reported a 15% increase in revenue to $2.5 billion in its fiscal fourth quarter. 👉 Adjusted earnings reached $673 million, or 95 cents per share. 👉 The company's CEO attributed the results to its 'platformization' strategy. 👉 Palo Alto Networks provided a stronger-than-expected forecast for the fiscal year, with annual revenue expected to increase by 14%.

-- #NikeshArora #SantaClara,Calif. #business

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Nikesh Arora Santa Clara, Calif.business mainstream:perspective

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META SPENT $27 MILLION PROTECTING MARK ZUCKERBERG LAST YEAR, MORE THAN ANY OTHER CEO

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✍️ The article discusses the increased security spending by major tech companies to protect their CEOs, with Meta spending the most at $27 million.

👉 Meta spent $27 million to protect CEO Mark Zuckerberg, a 10% increase from the previous year. 👉 Google parent Alphabet and Amazon also saw increases in protection costs, with Alphabet allocating $6.8 million to protect CEO Sundar Pichai. 👉 Coinbase spent nearly $6.2 million to guard CEO Brian Armstrong. 👉 Tesla disclosed spending $500,000 to protect CEO Elon Musk, down from $2.4 million in 2023.

-- #BrianThompson #MarkZuckerberg #SundarPichai #BrianArmstrong #ElonMusk #JensenHuang #TimCook #AndyJassy #JeffBezos #NikeshArora #JamieDimon #LachlanMurdoch #JamesTaiclet #AlexKarp #business

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Brian Thompson Mark Zuckerberg Sundar Pichai Brian Armstrong Elon Musk Jensen Huang Tim Cook Andy Jassy

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PANW Q2 DEEP DIVE: LARGE PLATFORM DEALS AND AI SECURITY DRIVE OUTLOOK

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✍️ Palo Alto Networks reports Q2 CY2025 results, beating Wall Street's revenue expectations, with sales up 15.8% year on year to $2.54 billion.

👉 Revenue: $2.54 billion vs analyst estimates of $2.50 billion (15.8% year-on-year growth, 1.4% beat) 👉 Adjusted EPS: $0.95 vs analyst estimates of $0.89 (7.3% beat) 👉 Adjusted Operating Income: $768.2 million vs analyst estimates of $719.6 million (30.3% margin, 6.8% beat) 👉 Revenue Guidance for Q3 CY2025 is $2.46 billion at the midpoint, above analyst estimates of $2.44 billion 👉 Adjusted EPS guidance for the upcoming financial year 2026 is $3.80 at the midpoint, beating analyst estimates by 3.2%

-- #NikeshArora #DipakGolechha #NirZuk #LeeKlarich #technology

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Nikesh Arora Dipak Golechha Nir Zuk Lee Klarich technology Technology:perspective

8/19/2025

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PALO ALTO NETWORKS REPORTS EARNINGS BEAT, SAYS FOUNDER NIR ZUK RETIRING FROM COMPANY

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✍️ Palo Alto Networks reported better-than-expected quarterly results and issued upbeat guidance for the current period, with its stock rising about 6% in extended trading.

👉 Palo Alto Networks reported better-than-expected quarterly results 👉 Revenue rose 16% from last year 👉 Guidance for the fiscal first quarter and full year exceeded projections 👉 Chief technology officer Nir Zuk is retiring and will be replaced by Lee Klarich

-- #NikeshArora #NirZuk #LeeKlarich #NewYorkCity #Israel #business

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Nikesh Arora Nir Zuk Lee Klarich New York City Israel business Technology:perspective

8/18/2025

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DEMOCRATS QUESTION GOOGLE'S TRUMP TALKS OVER CENSORSHIP SUIT AND POSSIBLE 'QUID-PRO-QUO' DEAL

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✍️ US Senators, including Elizabeth Warren, are investigating Google and YouTube's potential settlement with President Trump's lawyers over a censorship lawsuit.

👉 Senators are investigating Google and YouTube's potential settlement with President Trump's lawyers 👉 Concerns over potential quid-pro-quo arrangement between Google and the administration 👉 Google is a defendant in multiple unfair labor and antitrust lawsuits 👉 Company has significant interests in federal government policies 👉 Senators are concerned about potential violation of federal laws

-- #ElizabethWarren #SundarPichai #NealMohan #DonaldTrump #NikeshArora #Washington,D.C. #CapitolHill #Mar-a-Lago #politics

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Elizabeth Warren Sundar Pichai Neal Mohan Donald Trump Nikesh Arora Washington, D.C.Capitol Hill Mar-a-Lago

8/7/2025

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FIREFLY AEROSPACE PRICES SHARES AT $45, ABOVE THE EXPECTED RANGE

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✍️ Firefly Aerospace, a Texas-based rocket maker, has priced its initial public offering (IPO) at $45 per share, above its expected range, and will debut on the Nasdaq under the ticker symbol 'FLY'.

👉 Firefly Aerospace priced its IPO at $45 per share, above its expected range. 👉 The company will debut on the Nasdaq under the ticker symbol 'FLY'. 👉 Firefly raised $868 million in its IPO, valuing the company at about $6.3 billion. 👉 The company has a backlog of $1.1 billion. 👉 Firefly has worked with key defense contractors such as Lockheed Martin and L3Harris. 👉 The company has won a $177 million contract with NASA and successfully landed its lunar lander, Blue Ghost, on the moon earlier this year.

-- #JaxonLiebeck #ElonMusk #JeffBezos #NikeshArora #CedarPark #Texas #Houston #business

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Jaxon Liebeck Elon Musk Jeff Bezos Nikesh Arora Cedar Park Texas Houston business

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AMAZON'S ZOOX ROBOTAXI UNIT CLEARS REGULATORY HURDLE, SAFETY PROBE

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✍️ Amazon's Zoox robotaxi unit has cleared a regulatory hurdle, paving the way for demonstrations of its self-driving robotaxis in the US.

👉 Zoox has cleared a key regulatory hurdle 👉 Received an exemption from NHTSA for its self-driving robotaxis 👉 First US-built vehicle to receive exemption under the new program 👉 Company plans to begin commercial service in Las Vegas later this year 👉 Zoox has opened a manufacturing facility in the San Francisco Bay Area

-- #PeterSimshauser #NikeshArora #ElonMusk #LoraKolodny #Hayward,California #SanFranciscoBayArea #LasVegas #technology

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Peter Simshauser Nikesh Arora Elon Musk Lora Kolodny Hayward, California San Francisco Bay Area Las Vegas technology

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APPLE SHARES POP 5% AHEAD OF TRUMP-COOK INVESTMENT ANNOUNCEMENT AT WHITE HOUSE

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✍️ Apple CEO Tim Cook is set to announce an update to the company's plans to spend and invest in the US, with a focus on manufacturing and job creation.

👉 Apple will increase its commitment to spending and investing in the US to $600 billion over four years 👉 The company will launch a new manufacturing program called the American Manufacturing Program 👉 Apple will face increased costs of over $1 billion this quarter due to Trump's tariffs on imports 👉 CEO Tim Cook has had a mixed relationship with President Trump

-- #TimCook #DonaldTrump #NikeshArora #ElonMusk #Cupertino,California #Washington,D.C. #China #India #business

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Tim Cook Donald Trump Nikesh Arora Elon Musk Cupertino, California Washington, D.C.China India

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OPENAI IS GIVING CHATGPT TO THE GOVERNMENT FOR $1

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✍️ OpenAI will offer its ChatGPT Enterprise product to US federal agencies for $1 through next year, making its technology available to the federal executive branch workforce at 'essentially no cost'.

👉 OpenAI will offer ChatGPT Enterprise to US federal agencies for $1 through next year 👉 Participating agencies will get access to OpenAI's frontier models 👉 Access to features like Advanced Voice Mode for an additional 60-day period 👉 OpenAI will open its first office in Washington, D.C. early next year

-- #SamAltman #NikeshArora #ElonMusk #Washington,D.C. #PaloAlto #technology

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Sam Altman Nikesh Arora Elon Musk Washington, D.C.Palo Alto technology Technology:perspective

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CNBC’S UK EXCHANGE NEWSLETTER: ENGLAND’S CRICKET POWER PLAY

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✍️ The article discusses the impact of The Hundred, a new cricket tournament in England, on the sport's traditional county clubs and the English game as a whole.

👉 The Hundred has attracted significant investment from around the world, with teams valued at over £975 million. 👉 The tournament has been successful in terms of attendance and TV viewership. 👉 Concerns have been raised about the potential marginalization of traditional county clubs. 👉 The Hundred has raised concerns about the focus of English cricket on international cricket. 👉 Experts and fans are worried about the impact of The Hundred on the sport's grassroots.

-- #IanKing #MikeAtherton #RichardThompson #NikeshArora #SundarPichai #SatyaNadella #SanjivGoenka #JonathanGoldstein #ToddBoehly #England #India #London #Lord's #Mumbai #Manchester #Nottingham #sports

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Ian King Mike Atherton Richard Thompson Nikesh Arora Sundar Pichai Satya Nadella Sanjiv Goenka Jonathan Goldstein

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PALO ALTO CEO NIKESH ARORA CONFRONTS WALL STREET SKEPTICS AFTER COMPANY’S BIGGEST BET YET

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✍️ Palo Alto Networks' CEO Nikesh Arora has led the company in a $25 billion acquisition of Israeli identity security platform CyberArk, marking the company's biggest deal to date.

👉 Palo Alto Networks acquires Israeli identity security platform CyberArk for $25 billion 👉 Deal marks the company's biggest acquisition to date 👉 Palo Alto aims to create a one-stop shop for all things cybersecurity 👉 Acquisition puts the company in competition with other major players in the identity management market 👉 Wall Street reacts negatively to the deal, with analysts downgrading the stock and shares dropping 16% since the announcement

-- #NikeshArora #MattCohen #UdiMokady #MasayoshiSon #JosephGallo #AndrewNowinski #OferSchreiber #ShaulEyal #UnitedStates #Scotland #Israel #PaloAlto #Tokyo #Seattle #technology

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Nikesh Arora Matt Cohen Udi Mokady Masayoshi Son Joseph Gallo Andrew Nowinski Ofer Schreiber Shaul Eyal

8/5/2025

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CYBERSECURITY EMERGES AS ISRAEL'S MOST PROLIFIC TECH SECTOR

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✍️ Palo Alto Networks acquires CyberArk for $25 billion, marking the largest-ever exit in Israel's tech industry. The deal highlights the importance of mergers and acquisitions in the cybersecurity market.

👉 Palo Alto Networks acquires CyberArk for $25 billion, the largest-ever exit in Israel's tech industry. 👉 The deal highlights the importance of mergers and acquisitions in the cybersecurity market. 👉 Cybersecurity companies are driving innovation and entrepreneurship in Israel, making it a hub for the industry. 👉 The acquisition is a significant event in the cybersecurity industry, demonstrating the power of mergers and acquisitions in shaping the market.

-- #NikeshArora #NirZuk #OrenJunger #GilShwed #RonenSolomon #GuyLachmann #ShlomoKramer #AssafRapaport #YevgenyDibrov #MickeyBodai #AmichaiShulman #Israel #PaloAlto #technology

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Nikesh Arora Nir Zuk Oren Junger Gil Shwed Ronen Solomon Guy Lachmann Shlomo Kramer Assaf Rapaport

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PALO ALTO NETWORKS (PANW) TO ACQUIRE CYBERARK IN $25 BILLION AI SECURITY DEAL

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✍️ Palo Alto Networks, Inc. has agreed to buy Israeli peer CyberArk Software for an estimated $25 billion, its biggest deal yet, to broaden its cybersecurity services.

👉 Palo Alto Networks, Inc. has agreed to buy CyberArk Software for an estimated $25 billion 👉 The acquisition will add identity security tools and enhance its appeal to large enterprise customers 👉 CEO Nikesh Arora aims to develop a comprehensive cyber security provider to capitalize on AI-driven demand

-- #NikeshArora #Israel #business

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Nikesh Arora Israel business mainstream:perspective

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PALO ALTO NETWORKS BROADENS CYBERSECURITY CONSOLIDATION WITH $25B DEAL

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✍️ Palo Alto Networks is acquiring Israeli identity security company CyberArk for $25 billion, marking its entry into the identity security market.

👉 Palo Alto Networks is acquiring CyberArk for $25 billion 👉 The deal marks Palo Alto's entry into the identity security market 👉 Palo Alto has been seeking ways to bulk up and expand its portfolio of services 👉 Analysts are concerned about the deal's price tag and potential impact on Palo Alto's organic growth

-- #NikeshArora #Israel #business

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Nikesh Arora Israel business mainstream:perspective

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STOCK MARKET FALLS ON TRUMP TARIFFS, JOBS REPORT; MICROSOFT, META, AMAZON ALSO IN FOCUS: WEEKLY REVIEW

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✍️ The stock market sold off due to new Trump tariff hikes, a weak jobs report, and mixed earnings from major companies.

👉 New Trump tariff hikes and a weak jobs report led to a stock market sell-off 👉 Meta Platforms beat Q2 views and guided higher 👉 Amazon.com guided low on Q3 earnings 👉 Microsoft and Apple rose, while Arm Holdings and Spotify were notable losers 👉 The jobs report was a game-changer, disproving the Federal Reserve's assessment

-- #JeromePowell #MarkZuckerberg #MarkMahaney #NikeshArora #KellyOrtberg #business

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Jerome Powell Mark Zuckerberg Mark Mahaney Nikesh Arora Kelly Ortberg business mainstream:perspective

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PALO ALTO NETWORKS AGREES TO BUY CYBERARK FOR $25 BILLION

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✍️ Palo Alto Networks announced its intent to acquire CyberArk for $25 billion, marking its entrance into the identity security space.

👉 Palo Alto Networks acquires CyberArk for $25 billion 👉 Deal marks Palo Alto's entrance into the identity security space 👉 Palo Alto has spent over $7 billion on acquisitions since 2018 👉 This is one of the largest cybersecurity deals in 2025

-- #NikeshArora #technology

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PALO ALTO NETWORKS TO ACQUIRE CYBERARK IN $25BN DEAL

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✍️ Palo Alto Networks acquires CyberArk in a $25bn deal to expand its identity security offerings and disrupt the traditional Identity Access Management (IAM) market.

👉 Palo Alto Networks acquires CyberArk for approximately $25bn 👉 The acquisition aims to expand Palo Alto Networks' identity security offerings 👉 CyberArk's platform will be integrated into Palo Alto Networks' Strata and Cortex platforms 👉 The deal values CyberArk at a 26% premium over its unaffected 10-day average daily volume-weighted average price

-- #NikeshArora #UdiMokady #business

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Nikesh Arora Udi Mokady business mainstream:perspective

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npub12av4uav…e52qag

THE PANIC IS WHAT THE TOP OFFICIALS REVEAL IS BEHIND THE GIANT EXIT

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✍️ Palo Alto Networks acquires CyberArk, a leading Israeli cybersecurity company, in a deal worth $25 billion.

👉 Palo Alto Networks acquires CyberArk for $25 billion 👉 CyberArk is a leading Israeli cybersecurity company 👉 The acquisition is seen as a strategic move to strengthen Palo Alto's position in the cybersecurity market 👉 CyberArk's CEO, Udi Mokady, and Palo Alto's CEO, Nikesh Arora, discussed the deal and its implications for the company and its employees

-- #NikeshArora #UdiMokady #NirZuk #Israel #technology

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Nikesh Arora Udi Mokady Nir Zuk Israel technology Israel:perspective

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PALO ALTO EYES CYBERARK IN $20 BILLION DEAL THAT WOULD SHAKE UP CYBERSECURITY MARKET

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✍️ Palo Alto Networks is in talks to acquire CyberArk Software for $20 billion, which would be its biggest deal to date, bolstering its platformization strategy and identity security capabilities.

👉 Palo Alto Networks is in talks to acquire CyberArk Software for $20 billion 👉 CyberArk is a leader in privileged access management and identity security 👉 The deal would further bolster Palo Alto's platformization strategy and identity security capabilities 👉 The acquisition would also provide a meaningful cross-sell opportunity given the enterprise customer base overlap

-- #NikeshArora #DanielIves #JosephGallo #ShaulEyal #PaloAlto #Israel #technology

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Nikesh Arora Daniel Ives Joseph Gallo Shaul Eyal Palo Alto Israel technology mainstream:perspective

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THE PALO ALTO-CYBERARK DEAL IS ON. HERE'S WHY CYBERARK SHARES ARE SLIPPING.

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✍️ Palo Alto Networks acquires CyberArk in a $25 billion deal, valuing the latter company at about $25 billion.

👉 Palo Alto Networks acquires CyberArk in a $25 billion deal 👉 Deal values CyberArk at about $25 billion 👉 Expected to close in the second half of Palo Alto's next fiscal year 👉 Expected to improve gross margins immediately 👉 Expected to lift free cash flow per share in fiscal 2028

-- #NikeshArora #business

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PALO ALTO NETWORKS BUYING CYBERARK IN CASH-AND-STOCK DEAL VALUED AT ABOUT $25 BILLION

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✍️ Palo Alto Networks is acquiring CyberArk in a $25 billion deal, gaining access to the identity security market.

👉 Palo Alto Networks is acquiring CyberArk in a $25 billion deal 👉 The acquisition will give Palo Alto Networks access to the identity security market 👉 CyberArk develops software that detects attacks on privileged accounts 👉 The deal is valued at approximately $25 billion 👉 CyberArk shareholders will receive $45 in cash and 2.2005 shares of Palo Alto Networks common stock for each share of CyberArk they own

-- #NikeshArora #DanIves #Petach-Tikva,Israel #SantaClara,California #business

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Nikesh Arora Dan Ives Petach-Tikva, Israel Santa Clara, California business mainstream:perspective

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PALO ALTO NETWORKS BUYING CYBERARK IN CASH-AND-STOCK DEAL VALUED AT ABOUT $25 BILLION

https://media.zenfs.com/en/ap_finance_articles_694/104f80465738ca6bec00dacf780fbe11

✍️ Palo Alto Networks is acquiring CyberArk in a $25 billion deal, gaining access to the identity security market and expanding its cybersecurity offerings.

👉 Palo Alto Networks is acquiring CyberArk in a $25 billion deal 👉 CyberArk develops software that detects attacks on privileged accounts 👉 The acquisition will give Palo Alto Networks access to the identity security market 👉 The deal is expected to close in the second half of Palo Alto Networks' fiscal 2026 👉 Palo Alto Networks' Chairman and CEO, Nikesh Arora, sees the acquisition as a strategic move

-- #NikeshArora #DanIves #Petach-Tikva,Israel #SantaClara,California #technology

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Nikesh Arora Dan Ives Petach-Tikva, Israel Santa Clara, California technology mainstream:perspective

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PALO ALTO NETWORKS TO ACQUIRE CYBERARK IN $25 BILLION DEAL

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✍️ Palo Alto Networks will acquire Israeli identity security provider CyberArk in a deal valued at $25 billion, aiming to expand its identity security market presence.

👉 Palo Alto Networks will acquire CyberArk for $25 billion 👉 Deal represents a 26% premium to CyberArk's share price 👉 Palo Alto aims to expand its identity security market presence 👉 CyberArk's technology is considered foundational for the AI world

-- #PiotrSwat #NikeshArora #California #Israel #business

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Piotr Swat Nikesh Arora California Israel business Technology:perspective

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PALO ALTO TO SCOOP UP CYBERARK FOR $25 BILLION TO TACKLE AI-ERA THREATS

https://media.zenfs.com/en/reuters-finance.com/56befac907737a22ede2f6e2492c0703

✍️ Palo Alto Networks acquires Israeli peer CyberArk Software for $25 billion to strengthen its cybersecurity services amid rising AI-driven threats.

👉 Palo Alto Networks acquires CyberArk Software for $25 billion 👉 Deal is the largest tech takeover this year 👉 Acquisition adds identity security tools to Palo Alto's portfolio 👉 CyberArk specializes in privileged access management 👉 Deal expected to close in fiscal 2026

-- #NikeshArora #Israel #Bengaluru #technology

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Nikesh Arora Israel Bengaluru technology mainstream:perspective

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PALO ALTO READY TO PAY TO BE CYBER SUPERMARKET

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✍️ Palo Alto Networks is in talks to acquire Israeli cybersecurity company CyberArk Software for over $20 billion, which would be one of the biggest tech deals of 2025.

👉 Palo Alto Networks is in talks to acquire CyberArk Software for over $20 billion 👉 The acquisition would fill a gap in Palo Alto's product offering and boost its status as a cybersecurity supermarket 👉 CyberArk would bring its expertise in identity management to the table 👉 Palo Alto has been growing steadily, but has struggled to present a robust solution in identity management 👉 CyberArk has a strong track record of making major acquisitions in its field

-- #NirZuk #NikeshArora #DemiBen-Ari #Israel #US #technology

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Nir Zuk Nikesh Arora Demi Ben-Ari Israel US technology Israel:perspective

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CYBERARK SHARES JUMP AS MUCH AS 18% ON REPORT OF PALO ALTO NETWORKS TAKEOVER TALKS

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✍️ Cyberark shares surged 18% after reports of a potential $20 billion acquisition by Palo Alto Networks, a cybersecurity provider.

👉 Palo Alto Networks has reportedly held discussions to acquire Cyberark for over $20 billion 👉 Cyberark's shares surged 18% on the news 👉 The deal would be the biggest bet yet for Palo Alto Networks' CEO Nikesh Arora 👉 Cyberark provides technology that helps companies streamline the process of logging on to applications for employees

-- #NikeshArora #NewYorkCity #Israel #technology

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Nikesh Arora New York City Israel technology mainstream:perspective

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PALO ALTO NETWORKS NEARS OVER $20 BILLION DEAL FOR CYBERSECURITY FIRM CYBERARK

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✍️ Palo Alto Networks is in talks to acquire Israeli cybersecurity provider CyberArk Software in a deal that could value CyberArk above its $20 billion market value.

👉 Palo Alto Networks is in talks to acquire CyberArk Software 👉 The deal could value CyberArk above its $20 billion market value 👉 The acquisition would mark one of the biggest technology takeovers of the year

-- #NikeshArora #Israel #technology

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Nikesh Arora Israel technology mainstream:perspective

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PALO ALTO NETWORKS (PANW): “.THESE GUYS ARE FRANTICALLY GETTING CUSTOMERS,” SAYS JIM CRAMER

https://media.zenfs.com/en/insidermonkey.com/cd2554ade53d39b70d6eeef62c8c63b7

✍️ Jim Cramer discussed Palo Alto Networks, Inc. (NASDAQ:PANW) and its role in the recent Microsoft IT attack, highlighting its cybersecurity capabilities.

👉 Palo Alto Networks, Inc. (NASDAQ:PANW) shares have gained 8.8% year-to-date and 1.9% over the past five days 👉 The recent Microsoft IT attack created fresh interest in the cybersecurity industry 👉 Jim Cramer believes cybersecurity is a stable sector to invest in due to expected growth in software usage from AI 👉 Palo Alto Networks, Inc. (NASDAQ:PANW) praised for its role in the attack and its capabilities

-- #JimCramer #NikeshArora #business

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Jim Cramer Nikesh Arora business mainstream:perspective

7/24/2025

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JIM CRAMER SAYS HE WANTS TO “OWN THE STOCK OF PALO ALTO”

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✍️ Palo Alto Networks, Inc. is a cybersecurity company that provides solutions across network, cloud, and security operations, and is a favorite among investors, including Jim Cramer.

👉 Palo Alto Networks provides cybersecurity solutions across network, cloud, and security operations 👉 The company combines AI-driven platforms with threat intelligence and managed services 👉 Jim Cramer is a fan of the company and its CEO, Nikesh Arora

-- #JimCramer #NikeshArora #business

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Jim Cramer Nikesh Arora business mainstream:perspective

7/19/2025

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpq63ahrwzums0mmgyfj3fr3trtrt7sg869gcesuzgy9wmhzkvplclqh4pyx3

'YOU NEVER WANT TO TAKE THE HIGHEST OFFER': ROBINHOOD CEO'S AI STARTUP RAISES $100M, HITS $875M VALUATION WITH BACKING FROM KLEINER PERKINS

https://media.zenfs.com/en/Benzinga/4860c0de8b9ad10247fbfcc20a9cf90c

✍️ Robinhood CEO Vlad Tenev has launched a new startup, Harmonic AI, which aims to create 'mathematical superintelligence' and has raised $100 million in funding.

👉 Harmonic AI aims to create 'mathematical superintelligence' by solving complex math problems better than humans. 👉 The company has raised $100 million in funding, led by Kleiner Perkins, and has a valuation of $875 million. 👉 Tenev serves as executive chairman, while CEO Tudor Achim is a former executive at autonomous driving company Helm.ai.

-- #VladTenev #TudorAchim #ElonMusk #CharlieCheever #JaredLeto #NikeshArora #PaloAlto #UCLA #technology

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Vlad Tenev Tudor Achim Elon Musk Charlie Cheever Jared Leto Nikesh Arora Palo Alto UCLA

7/18/2025

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UBER TAPS PALO ALTO CHIEF NIKESH ARORA FOR DIRECTORSHIP

https://media.zenfs.com/en/Benzinga/8ff78836e4bb485c3e8a775fb05de8fb

✍️ Uber appoints Nikesh Arora to its Board of Directors, bringing experience in technology, finance, and cybersecurity.

👉 Nikesh Arora appointed to Uber's Board of Directors 👉 Arora has experience in technology, finance, and cybersecurity 👉 Pierre-Dimitri Gore-Coty, senior vice president of delivery, departed 👉 Uber has been working to boost growth through partnerships

-- #NikeshArora #RonSugar #Pierre-DimitriGore-Coty #AndrewMacdonald #GaryBlack #business

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Nikesh Arora Ron Sugar Pierre-Dimitri Gore-Coty Andrew Macdonald Gary Black business mainstream:perspective

6/5/2025

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UBER ADDS PALO ALTO CEO NIKESH ARORA TO ITS BOARD AFTER EXECUTIVE SHAKEUP

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✍️ Nikesh Arora, CEO of Palo Alto Networks, joins Uber's board of directors amid a broader executive shakeup at the company.

👉 Nikesh Arora joins Uber's board of directors 👉 CEO of Palo Alto Networks 👉 Broader executive shakeup at Uber 👉 Head of delivery Pierre-Dimitri Gore-Coty departs after 13 years 👉 Andrew Macdonald, head of mobility, promoted to president and chief operating officer

-- #NikeshArora #DaraKhosrowshahi #Pierre-DimitriGore-Coty #AndrewMacdonald #ElonMusk #Davos,Switzerland #Austin,Texas #business

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Nikesh Arora Dara Khosrowshahi Pierre-Dimitri Gore-Coty Andrew Macdonald Elon Musk Davos, Switzerland Austin, Texas business

6/4/2025, 1 engagement

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CYBERSECURITY STOCKS: KEEP AN EYE ON PALO ALTO, CROWDSTRIKE, AND OTHERS

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✍️ Palo Alto Networks and other cybersecurity software companies are highlighted as stock picks, with the industry group ranking 12th out of 197, and AI-powered cybersecurity revenue expected to skyrocket to $135 billion by the end of the decade.

👉 Palo Alto Networks stock is tracing a cup with handle that offers a 195.42 buy point. 👉 CrowdStrike is moving above an alternate entry at 451.15 following a strong breakout above a 400.02 buy point. 👉 Fortinet has traced a cup with handle that offers a 109.33 buy trigger. 👉 Okta is extended above a 118.07 cup-base entry. 👉 Rubrik is more than 20% past a 76.11 buy point in a double bottom. 👉 Zscaler is sharply extended from a double-bottom entry at 216.39.

-- #NikeshArora #RogerBoyd #ShaulEyal #KeithBachman #ScottLehtonen #Seattle #SanFrancisco #business

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Nikesh Arora Roger Boyd Shaul Eyal Keith Bachman Scott Lehtonen Seattle San Francisco business

5/31/2025

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CYBERSECURITY IS IN A PIVOTAL MOMENT WITH AI, SAYS PALO ALTO NETWORKS CEO

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✍️ Palo Alto Networks CEO Nikesh Arora discussed the importance of cybersecurity in a Tuesday interview with CNBC's Jim Cramer, highlighting the need for companies to incorporate artificial intelligence into their business and protect against potential threats.

👉 Cybersecurity is at a pivotal moment as companies adopt artificial intelligence 👉 Security companies must work with customers to ensure safe deployment of AI 👉 Agentic AI will require true agency and cybersecurity will be crucial in protecting against threats 👉 Palo Alto Networks posted better-than-expected earnings and revenue

-- #NikeshArora #JimCramer #technology

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Nikesh Arora Jim Cramer technology mainstream:perspective

5/20/2025

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PALO ALTO NETWORKS CEO EXPLAINS PROTECT AI DEAL

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✍️ Palo Alto Networks CEO Nikesh Arora discusses the company's purchase of artificial intelligence security firm Protect AI and the challenges of securing agentic tools.

👉 Palo Alto Networks acquires Protect AI, an artificial intelligence security firm 👉 Companies face challenges in securing agentic tools 👉 Prioritizing security is crucial in the development of agentic tools

-- #NikeshArora #CarolineHyde #technology

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Nikesh Arora Caroline Hyde technology mainstream:perspective

4/30/2025

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THIS AI STARTUP COULD BE NEXT IN PALO ALTO NETWORKS ACQUISITION PLAYBOOK

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✍️ Palo Alto Networks is reportedly eyeing the acquisition of Seattle-based AI cybersecurity startup ProtectAI for $650-700 million, its largest deal since 2020.

👉 Palo Alto Networks is considering acquiring ProtectAI for $650-700 million 👉 ProtectAI is a Seattle-based AI cybersecurity startup 👉 The acquisition would be Palo Alto's largest since 2020 👉 ProtectAI competes with other AI cybersecurity firms 👉 The deal would position Palo Alto as a leader in AI model/app security

-- #NikeshArora #RogerBoyd #Seattle #technology

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Nikesh Arora Roger Boyd Seattle technology mainstream:perspective

4/10/2025

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JIM CRAMER: “PALO ALTO NETWORKS (PANW) CEO NIKESH ARORA IS BRILLIANT!”

https://media.zenfs.com/en/insidermonkey.com/dc5a2bcb6b4c16a43cb5b4ba98feb139

✍️ Jim Cramer discusses Palo Alto Networks Inc (NASDAQ:PANW) and its potential in the cybersecurity sector, citing the company's ability to adapt to the growing need for AI-driven cybersecurity solutions.

👉 Jim Cramer discussed Palo Alto Networks Inc (NASDAQ:PANW) on CNBC's Squawk on the Street 👉 Cramer expressed optimism about the company's potential in the cybersecurity sector 👉 He noted the company's ability to adapt to the growing need for AI-driven cybersecurity solutions 👉 Cramer commented on the tariffs imposed by President Trump, stating that he believes the President will be lenient towards major American companies 👉 He expressed hope that the AI chip sanctions will be reversed, citing their restrictive nature

-- #JimCramer #NikeshArora #GeorgeKurtz #DavidFaber #PresidentTrump #Biden #PaloAlto #CNBC #technology

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Jim Cramer Nikesh Arora George Kurtz David Faber President Trump Biden Palo Alto CNBC

4/1/2025

nostr:nevent1qvzqqqqqqypzpw8hnnlkdvh9jwcg5h46vchfmjlnkcnd2efwvxem3nvf2znhxw3cqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpq4cm32sz9qed26zzt428keynxmy7kv09gth3frtzfszl6alvc5upsyv90hz

THE BILLIONAIRES AND TECH EXECS PUMPING MILLIONS INTO CRICKET

https://media.zenfs.com/en/business_insider_articles_888/c6d65123fca185429dcdb41fafa7628b

✍️ Investors, including tech executives and billionaires, are pouring money into cricket, targeting its global appeal and new short-format competitions.

👉 Microsoft CEO Satya Nadella invested £145 million in The Hundred's London Spirit team 👉 Google CEO Sundar Pichai is a long-time fan of cricket and has invested in The Hundred 👉 Adobe CEO Shantanu Narayen and Palo Alto Networks CEO Nikesh Arora are also investors in The Hundred 👉 India's billionaire Ambani family purchased a 49% stake in the Oval Invincibles team 👉 Tom Brady-backed investment firm Knighthead Capital Management acquired a 49% stake in the Birmingham Phoenix team

-- #SatyaNadella #SundarPichai #ShantanuNarayen #NikeshArora #MukeshAmbani #TomBrady #UK #US #India #SiliconValley #NewYork #London #sports

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Satya Nadella Sundar Pichai Shantanu Narayen Nikesh Arora Mukesh Ambani Tom Brady UK US

2/9/2025

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PALO ALTO NETWORKS TOPS ESTIMATES, ANNOUNCES STOCK SPLIT

https://media.zenfs.com/en/investopedia_245/97ac387967d1a1592d47472515cecb7f

✍️ Palo Alto Networks reported better-than-expected Q1 fiscal 2025 results, with revenue and profit exceeding expectations, and announced a 2-for-1 stock split.

👉 Palo Alto Networks reported better-than-expected Q1 fiscal 2025 results 👉 Revenue and profit exceeded expectations 👉 Company lifted full-year revenue and adjusted EPS projections 👉 2-for-1 stock split announced 👉 Share price will become more accessible to a wider range of investors 👉 Trading activity on the stock is expected to increase

-- #NikeshArora #business

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Nikesh Arora business other:perspective

11/21/2024

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Filtering by: Nikesh Arora · clear filter

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1 NO-BRAINER ARTIFICIAL INTELLIGENCE (AI) STOCK TO BUY WITH $200 IN DECEMBER AND HOLD FOR THE LONG TERM

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✍️ Palo Alto Networks is the world's largest cybersecurity vendor, preparing its customers for AI and quantum computing threats with its growing portfolio of solutions.

-- #NikeshArora #technology

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11/29/2025

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NORTHLAND RAISES PT ON PALO ALTO NETWORKS (PANW) TO $190 FROM $177, KEEPS A MARKET PERFORM RATING

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✍️ Palo Alto Networks, Inc. is a large cap stock with a strong long-term potential, according to Northland, which raised its price target to $190.

-- #NikeshArora #UnitedStates #Israel #business

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Nikesh Arora United States Israel business mainstream:perspective

11/28/2025

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2 UNDERAPPRECIATED AREAS ARE POWERING CROWDSTRIKE'S NEXT GROWTH WAVE AND ITS STOCK

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✍️ CrowdStrike is setting the standard for modern cybersecurity and enjoying a well-deserved year for its stock, with rivals like Palo Alto Networks vying for companies' cyber budgets.

-- #DanIves #GeorgeKurtz #NikeshArora #JimCramer #KingslyCrane #technology

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Dan Ives George Kurtz Nikesh Arora Jim Cramer Kingsly Crane technology Technology:perspective

11/20/2025

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PALO ALTO TOPS EARNINGS EXPECTATIONS, ANNOUNCES CHRONOSPHERE ACQUISITION

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✍️ Palo Alto Networks beat Wall Street's fiscal first-quarter estimates, despite a 3% stock fall.

-- #NikeshArora #Paris #SantaClara,California #SanFrancisco #business

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Nikesh Arora Paris Santa Clara, California San Francisco business Technology:perspective

11/19/2025

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpq0jasa6cwkxfcxdpgxhtvap5tfxrvg7v8dpfx72m4sj85atzewfusz50hgv

JIM CRAMER DISCUSSES CROWDSTRIKE (CRWD)’S SHARES

https://media.zenfs.com/en/insidermonkey.com/ea35b0e6ecbd2fd7acf5d2a3e06b5ef6

✍️ Jim Cramer discusses CrowdStrike Holdings, Inc. (NASDAQ:CRWD) and its potential in the cybersecurity space, citing its growth and AI-driven opportunities.

-- #JimCramer #GeorgeKurtz #NikeshArora #Jensen #business

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Jim Cramer George Kurtz Nikesh Arora Jensen business mainstream:perspective

11/1/2025

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PALO ALTO NETWORKS DEBUTS AUTOMATED AI AGENTS TO FIGHT CYBERATTACKS

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✍️ Palo Alto Networks launched new AI agents, Cortex AgentiX, to automate cybersecurity actions, responding to growing demand for automated capabilities.

-- #NikeshArora #NewYorkCity #Israel #technology

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Nikesh Arora New York City Israel technology Technology:perspective

10/28/2025

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CYBERARK’S VALUATION UP TO $27B AS PALO ALTO STOCK GAINS

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✍️ Palo Alto Networks acquires CyberArk Software in a $25 billion deal, with CyberArk's valuation increasing to $27 billion.

-- #NikeshArora #MattCohen #business

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Nikesh Arora Matt Cohen business Israel:perspective

10/22/2025

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PALO ALTO NETWORKS STOCK HAS SURGED SINCE AUGUST. CAN THIS MOMENTUM CONTINUE?

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✍️ Palo Alto Networks' stock has surged 15% since mid-August, driven by strong quarterly results and guidance, but some investors may be concerned about the stock's valuation and competitive landscape.

-- #NikeshArora #business

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9/27/2025

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqthy7mzkwxl9q6mjay5e0wnc5t4qspx54daw2sns6fr49mu84unzsj93nen

3 TOP CYBERSECURITY STOCKS TO BUY IN SEPTEMBER

https://media.zenfs.com/en/motleyfool.com/af3b3451a90e1b05fa1445b529c44275

✍️ Cybersecurity spending is projected to reach $377 billion by 2028, and three companies, Palo Alto Networks, CrowdStrike, and Microsoft, are leading the charge against cyber threats.

-- #NirZuk #NikeshArora #technology

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Nir Zuk Nikesh Arora technology mainstream:perspective

9/15/2025

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PALO ALTO NETWORKS, INC. (PANW) CEO IS A GREAT EXAMPLE OF HOW TO CONVINCE INVESTORS, SAYS JIM CRAMER

https://media.zenfs.com/en/insidermonkey.com/147a4279ddaafef61f1c669b56d17e98

✍️ Jim Cramer discusses Palo Alto Networks, Inc. (NASDAQ:PANW) and its recent acquisition of CyberArk, defending the stock and praising CEO Nikesh Arora.

-- #JimCramer #NikeshArora #business

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Jim Cramer Nikesh Arora business mainstream:perspective

9/14/2025

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpq0e0pxeflwy3rx9a0tf5xqqnj93mtqpyjd2znpjsfe9s3qlrm2rmsvll4t2

PALO ALTO NETWORKS INC. (PANW) TARGETS $15B IN RECURRING REVENUE

https://media.zenfs.com/en/insidermonkey.com/86c7ec0cce5ef1fe9356f147c7ae1394

✍️ Palo Alto Networks Inc. is a top tech stock to buy for the long term, with a goal to achieve $15 billion in annual recurring revenue by 2029 and 2030.

-- #NikeshArora #technology

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9/13/2025

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JIM CRAMER SHARES KEY ROLE CROWDSTRIKE HOLDINGS, INC. (CRWD) CAN PLAY IN DEFENDING AI

https://media.zenfs.com/en/insidermonkey.com/04e9f86936e69b8cdae4c1d46c7200a7

✍️ Jim Cramer discussed CrowdStrike Holdings, Inc. (NASDAQ:CRWD) as a cybersecurity stock that has performed well due to strong demand for its services in an era of AI use.

-- #JimCramer #NikeshArora #GeorgeKurtz #technology

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Jim Cramer Nikesh Arora George Kurtz technology mainstream:perspective

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JIM CRAMER SHARES KEY ROLE PALO ALTO NETWORKS, INC. (PANW) CAN PLAY IN DEFENDING AI

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✍️ Jim Cramer discussed Palo Alto Networks, Inc. (NASDAQ:PANW) as a cybersecurity company with potential for growth.

-- #JimCramer #NikeshArora #business

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Jim Cramer Nikesh Arora business mainstream:perspective

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PALO ALTO NETWORKS, INC. (PANW) “HAD A MIGHTY NICE UPSIDE SURPRISE,” SAYS JIM CRAMER

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✍️ Jim Cramer discussed Palo Alto Networks, Inc. (NASDAQ:PANW) as a stock that could benefit from its acquisition and growth in the cybersecurity industry.

-- #JimCramer #NiteshArora #NikeshArora #business

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Jim Cramer Nitesh Arora Nikesh Arora business mainstream:perspective

9/7/2025

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PALO ALTO NETWORKS, INC. (PANW)’S “GREAT TOO,” SAYS JIM CRAMER

https://media.zenfs.com/en/insidermonkey.com/540c7bfffc9cf078fe323e1d9683599d

✍️ Jim Cramer discusses Palo Alto Networks' recent stock performance and its acquisition of CyberArk, and shares his thoughts on the company's CEO, Nikesh Arora.

-- #JimCramer #NikeshArora #GeorgeKurtz #David #Trump #business

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Jim Cramer Nikesh Arora George Kurtz David Trump business mainstream:perspective

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THE MARKET IS WRONG FOR PUNISHING PALO ALTO NETWORKS, INC. (PANW), SAYS JIM CRAMER

https://media.zenfs.com/en/insidermonkey.com/13033c9f008f518b51c722a74aa48cdf

✍️ Jim Cramer discussed Palo Alto Networks, Inc. (NASDAQ:PANW) as one of his favorite cybersecurity stocks, despite its recent dip.

-- #JimCramer #NikeshArora #business

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Jim Cramer Nikesh Arora business mainstream:perspective

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JIM CRAMER ON PALO ALTO NETWORKS: “IT LOOKS REAL GOOD”

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✍️ Jim Cramer shares his insight on Palo Alto Networks, Inc. (NASDAQ:PANW), a cybersecurity company, and discusses his investment in the stock.

-- #JimCramer #NikeshArora #business

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Jim Cramer Nikesh Arora business mainstream:perspective

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PALO ALTO NETWORKS, INC. (PANW)’S SHARE PRICE WEAKNESS IS A “BUYING OPPORTUNITY,” SAYS JIM CRAMER

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✍️ Jim Cramer discusses Palo Alto Networks, Inc. (NASDAQ:PANW) and its recent acquisition of CyberArk, despite the stock's 15% dip.

-- #JimCramer #NikeshArora #business

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Jim Cramer Nikesh Arora business mainstream:perspective

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpql3djjtpd9xnsszfasy9grv7xx6yllgjv86rw8697y4l6epe29xmsfwmld0

PALO ALTO NETWORKS' GROWTH, OUTLOOK IN AI EARN PLAUDITS FROM VETERAN TRADER, ANALYSTS

https://media.zenfs.com/en/thestreet_881/3a4b0ea2beaffe8a30698ec12db53a4e

✍️ Palo Alto Networks' growth and outlook in AI earn praise from a veteran trader and analysts, citing high demand for cybersecurity firms due to surging cyberattacks.

-- #StephenGuilfoyle #NikeshArora #PatrickColville #LeeKlarich #NirZuk #technology

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Stephen Guilfoyle Nikesh Arora Patrick Colville Lee Klarich Nir Zuk technology mainstream:perspective

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BIG DEMAND FOR CYBER PROTECTION POWERS PALO ALTO NETWORKS RESULTS, OUTLOOK

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✍️ Palo Alto Networks beat profit and sales estimates, with shares jumping 7% after reporting better-than-expected results and guidance.

-- #NirZuk #NikeshArora #LeeKlarich #business

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Nir Zuk Nikesh Arora Lee Klarich business mainstream:perspective

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PALO ALTO NETWORKS SHARES SURGE AFTER COMPANY RELEASES STRONG ANNUAL FORECAST

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✍️ Palo Alto Networks reported solid earnings in its fiscal fourth quarter and provided a stronger-than-expected forecast for the fiscal year, leading to a surge in its shares.

-- #NikeshArora #SantaClara,Calif. #business

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Nikesh Arora Santa Clara, Calif.business mainstream:perspective

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META SPENT $27 MILLION PROTECTING MARK ZUCKERBERG LAST YEAR, MORE THAN ANY OTHER CEO

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✍️ The article discusses the increased security spending by major tech companies to protect their CEOs, with Meta spending the most at $27 million.

-- #BrianThompson #MarkZuckerberg #SundarPichai #BrianArmstrong #ElonMusk #JensenHuang #TimCook #AndyJassy #JeffBezos #NikeshArora #JamieDimon #LachlanMurdoch #JamesTaiclet #AlexKarp #business

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Brian Thompson Mark Zuckerberg Sundar Pichai Brian Armstrong Elon Musk Jensen Huang Tim Cook Andy Jassy

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PANW Q2 DEEP DIVE: LARGE PLATFORM DEALS AND AI SECURITY DRIVE OUTLOOK

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✍️ Palo Alto Networks reports Q2 CY2025 results, beating Wall Street's revenue expectations, with sales up 15.8% year on year to $2.54 billion.

-- #NikeshArora #DipakGolechha #NirZuk #LeeKlarich #technology

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Nikesh Arora Dipak Golechha Nir Zuk Lee Klarich technology Technology:perspective

8/19/2025

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PALO ALTO NETWORKS REPORTS EARNINGS BEAT, SAYS FOUNDER NIR ZUK RETIRING FROM COMPANY

https://image.cnbcfm.com/api/v1/image/108137406-17458547422025-03-25t214442z_1404614266_rc2jkda1kvqf_rtrmadp_0_paloalto-stocks.jpeg?v=1753825094&w=1920&h=1080

✍️ Palo Alto Networks reported better-than-expected quarterly results and issued upbeat guidance for the current period, with its stock rising about 6% in extended trading.

-- #NikeshArora #NirZuk #LeeKlarich #NewYorkCity #Israel #business

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Nikesh Arora Nir Zuk Lee Klarich New York City Israel business Technology:perspective

8/18/2025

nostr:nevent1qvzqqqqqqypzqw5urxq2tzqr7v9gxsck2rry86mlrzkrdrqmee8rmhefj983schuqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqd9nhmxz7rtvjr2r80r3vhqhu9aerehz57d7jga9uzztnhxcj0dws3lxtvt

DEMOCRATS QUESTION GOOGLE'S TRUMP TALKS OVER CENSORSHIP SUIT AND POSSIBLE 'QUID-PRO-QUO' DEAL

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✍️ US Senators, including Elizabeth Warren, are investigating Google and YouTube's potential settlement with President Trump's lawyers over a censorship lawsuit.

-- #ElizabethWarren #SundarPichai #NealMohan #DonaldTrump #NikeshArora #Washington,D.C. #CapitolHill #Mar-a-Lago #politics

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Elizabeth Warren Sundar Pichai Neal Mohan Donald Trump Nikesh Arora Washington, D.C.Capitol Hill Mar-a-Lago

8/7/2025

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FIREFLY AEROSPACE PRICES SHARES AT $45, ABOVE THE EXPECTED RANGE

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✍️ Firefly Aerospace, a Texas-based rocket maker, has priced its initial public offering (IPO) at $45 per share, above its expected range, and will debut on the Nasdaq under the ticker symbol 'FLY'.

-- #JaxonLiebeck #ElonMusk #JeffBezos #NikeshArora #CedarPark #Texas #Houston #business

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Jaxon Liebeck Elon Musk Jeff Bezos Nikesh Arora Cedar Park Texas Houston business

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AMAZON'S ZOOX ROBOTAXI UNIT CLEARS REGULATORY HURDLE, SAFETY PROBE

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✍️ Amazon's Zoox robotaxi unit has cleared a regulatory hurdle, paving the way for demonstrations of its self-driving robotaxis in the US.

-- #PeterSimshauser #NikeshArora #ElonMusk #LoraKolodny #Hayward,California #SanFranciscoBayArea #LasVegas #technology

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Peter Simshauser Nikesh Arora Elon Musk Lora Kolodny Hayward, California San Francisco Bay Area Las Vegas technology

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APPLE SHARES POP 5% AHEAD OF TRUMP-COOK INVESTMENT ANNOUNCEMENT AT WHITE HOUSE

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✍️ Apple CEO Tim Cook is set to announce an update to the company's plans to spend and invest in the US, with a focus on manufacturing and job creation.

-- #TimCook #DonaldTrump #NikeshArora #ElonMusk #Cupertino,California #Washington,D.C. #China #India #business

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Tim Cook Donald Trump Nikesh Arora Elon Musk Cupertino, California Washington, D.C.China India

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OPENAI IS GIVING CHATGPT TO THE GOVERNMENT FOR $1

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✍️ OpenAI will offer its ChatGPT Enterprise product to US federal agencies for $1 through next year, making its technology available to the federal executive branch workforce at 'essentially no cost'.

-- #SamAltman #NikeshArora #ElonMusk #Washington,D.C. #PaloAlto #technology

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Sam Altman Nikesh Arora Elon Musk Washington, D.C.Palo Alto technology Technology:perspective

nostr:nevent1qvzqqqqqqypzpmcufyygvv773p6xszc6kk3zjnr3zpwgu3ps4w0vne0wex2m22w6qyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpq6r6py5328yf8jy0ngd9q2xccgnrw8t8ntk5uegng86v8xf6c7sysuncg82

CNBC’S UK EXCHANGE NEWSLETTER: ENGLAND’S CRICKET POWER PLAY

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✍️ The article discusses the impact of The Hundred, a new cricket tournament in England, on the sport's traditional county clubs and the English game as a whole.

-- #IanKing #MikeAtherton #RichardThompson #NikeshArora #SundarPichai #SatyaNadella #SanjivGoenka #JonathanGoldstein #ToddBoehly #England #India #London #Lord's #Mumbai #Manchester #Nottingham #sports

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Ian King Mike Atherton Richard Thompson Nikesh Arora Sundar Pichai Satya Nadella Sanjiv Goenka Jonathan Goldstein

nostr:nevent1qvzqqqqqqypzqw5urxq2tzqr7v9gxsck2rry86mlrzkrdrqmee8rmhefj983schuqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpql7e5knw00yh65m3xhg0x8v6fa3wfcn3uc4tkszqhdx38afyuhs4q6vk6yt

PALO ALTO CEO NIKESH ARORA CONFRONTS WALL STREET SKEPTICS AFTER COMPANY’S BIGGEST BET YET

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✍️ Palo Alto Networks' CEO Nikesh Arora has led the company in a $25 billion acquisition of Israeli identity security platform CyberArk, marking the company's biggest deal to date.

-- #NikeshArora #MattCohen #UdiMokady #MasayoshiSon #JosephGallo #AndrewNowinski #OferSchreiber #ShaulEyal #UnitedStates #Scotland #Israel #PaloAlto #Tokyo #Seattle #technology

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Nikesh Arora Matt Cohen Udi Mokady Masayoshi Son Joseph Gallo Andrew Nowinski Ofer Schreiber Shaul Eyal

8/5/2025

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CYBERSECURITY EMERGES AS ISRAEL'S MOST PROLIFIC TECH SECTOR

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✍️ Palo Alto Networks acquires CyberArk for $25 billion, marking the largest-ever exit in Israel's tech industry. The deal highlights the importance of mergers and acquisitions in the cybersecurity market.

-- #NikeshArora #NirZuk #OrenJunger #GilShwed #RonenSolomon #GuyLachmann #ShlomoKramer #AssafRapaport #YevgenyDibrov #MickeyBodai #AmichaiShulman #Israel #PaloAlto #technology

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Nikesh Arora Nir Zuk Oren Junger Gil Shwed Ronen Solomon Guy Lachmann Shlomo Kramer Assaf Rapaport

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PALO ALTO NETWORKS (PANW) TO ACQUIRE CYBERARK IN $25 BILLION AI SECURITY DEAL

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✍️ Palo Alto Networks, Inc. has agreed to buy Israeli peer CyberArk Software for an estimated $25 billion, its biggest deal yet, to broaden its cybersecurity services.

-- #NikeshArora #Israel #business

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Nikesh Arora Israel business mainstream:perspective

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PALO ALTO NETWORKS BROADENS CYBERSECURITY CONSOLIDATION WITH $25B DEAL

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✍️ Palo Alto Networks is acquiring Israeli identity security company CyberArk for $25 billion, marking its entry into the identity security market.

-- #NikeshArora #Israel #business

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Nikesh Arora Israel business mainstream:perspective

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STOCK MARKET FALLS ON TRUMP TARIFFS, JOBS REPORT; MICROSOFT, META, AMAZON ALSO IN FOCUS: WEEKLY REVIEW

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✍️ The stock market sold off due to new Trump tariff hikes, a weak jobs report, and mixed earnings from major companies.

-- #JeromePowell #MarkZuckerberg #MarkMahaney #NikeshArora #KellyOrtberg #business

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Jerome Powell Mark Zuckerberg Mark Mahaney Nikesh Arora Kelly Ortberg business mainstream:perspective

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PALO ALTO NETWORKS AGREES TO BUY CYBERARK FOR $25 BILLION

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✍️ Palo Alto Networks announced its intent to acquire CyberArk for $25 billion, marking its entrance into the identity security space.

-- #NikeshArora #technology

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PALO ALTO NETWORKS TO ACQUIRE CYBERARK IN $25BN DEAL

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✍️ Palo Alto Networks acquires CyberArk in a $25bn deal to expand its identity security offerings and disrupt the traditional Identity Access Management (IAM) market.

-- #NikeshArora #UdiMokady #business

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Nikesh Arora Udi Mokady business mainstream:perspective

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npub12av4uav…e52qag

THE PANIC IS WHAT THE TOP OFFICIALS REVEAL IS BEHIND THE GIANT EXIT

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✍️ Palo Alto Networks acquires CyberArk, a leading Israeli cybersecurity company, in a deal worth $25 billion.

-- #NikeshArora #UdiMokady #NirZuk #Israel #technology

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Nikesh Arora Udi Mokady Nir Zuk Israel technology Israel:perspective

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PALO ALTO EYES CYBERARK IN $20 BILLION DEAL THAT WOULD SHAKE UP CYBERSECURITY MARKET

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✍️ Palo Alto Networks is in talks to acquire CyberArk Software for $20 billion, which would be its biggest deal to date, bolstering its platformization strategy and identity security capabilities.

-- #NikeshArora #DanielIves #JosephGallo #ShaulEyal #PaloAlto #Israel #technology

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Nikesh Arora Daniel Ives Joseph Gallo Shaul Eyal Palo Alto Israel technology mainstream:perspective

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THE PALO ALTO-CYBERARK DEAL IS ON. HERE'S WHY CYBERARK SHARES ARE SLIPPING.

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✍️ Palo Alto Networks acquires CyberArk in a $25 billion deal, valuing the latter company at about $25 billion.

-- #NikeshArora #business

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PALO ALTO NETWORKS BUYING CYBERARK IN CASH-AND-STOCK DEAL VALUED AT ABOUT $25 BILLION

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✍️ Palo Alto Networks is acquiring CyberArk in a $25 billion deal, gaining access to the identity security market.

-- #NikeshArora #DanIves #Petach-Tikva,Israel #SantaClara,California #business

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Nikesh Arora Dan Ives Petach-Tikva, Israel Santa Clara, California business mainstream:perspective

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PALO ALTO NETWORKS BUYING CYBERARK IN CASH-AND-STOCK DEAL VALUED AT ABOUT $25 BILLION

https://media.zenfs.com/en/ap_finance_articles_694/104f80465738ca6bec00dacf780fbe11

✍️ Palo Alto Networks is acquiring CyberArk in a $25 billion deal, gaining access to the identity security market and expanding its cybersecurity offerings.

-- #NikeshArora #DanIves #Petach-Tikva,Israel #SantaClara,California #technology

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Nikesh Arora Dan Ives Petach-Tikva, Israel Santa Clara, California technology mainstream:perspective

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PALO ALTO NETWORKS TO ACQUIRE CYBERARK IN $25 BILLION DEAL

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✍️ Palo Alto Networks will acquire Israeli identity security provider CyberArk in a deal valued at $25 billion, aiming to expand its identity security market presence.

-- #PiotrSwat #NikeshArora #California #Israel #business

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Piotr Swat Nikesh Arora California Israel business Technology:perspective

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PALO ALTO TO SCOOP UP CYBERARK FOR $25 BILLION TO TACKLE AI-ERA THREATS

https://media.zenfs.com/en/reuters-finance.com/56befac907737a22ede2f6e2492c0703

✍️ Palo Alto Networks acquires Israeli peer CyberArk Software for $25 billion to strengthen its cybersecurity services amid rising AI-driven threats.

-- #NikeshArora #Israel #Bengaluru #technology

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Nikesh Arora Israel Bengaluru technology mainstream:perspective

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PALO ALTO READY TO PAY TO BE CYBER SUPERMARKET

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✍️ Palo Alto Networks is in talks to acquire Israeli cybersecurity company CyberArk Software for over $20 billion, which would be one of the biggest tech deals of 2025.

-- #NirZuk #NikeshArora #DemiBen-Ari #Israel #US #technology

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Nir Zuk Nikesh Arora Demi Ben-Ari Israel US technology Israel:perspective

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npub17r26x6s…qehva5

CYBERARK SHARES JUMP AS MUCH AS 18% ON REPORT OF PALO ALTO NETWORKS TAKEOVER TALKS

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✍️ Cyberark shares surged 18% after reports of a potential $20 billion acquisition by Palo Alto Networks, a cybersecurity provider.

-- #NikeshArora #NewYorkCity #Israel #technology

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Nikesh Arora New York City Israel technology mainstream:perspective

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PALO ALTO NETWORKS NEARS OVER $20 BILLION DEAL FOR CYBERSECURITY FIRM CYBERARK

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✍️ Palo Alto Networks is in talks to acquire Israeli cybersecurity provider CyberArk Software in a deal that could value CyberArk above its $20 billion market value.

-- #NikeshArora #Israel #technology

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Nikesh Arora Israel technology mainstream:perspective

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PALO ALTO NETWORKS (PANW): “.THESE GUYS ARE FRANTICALLY GETTING CUSTOMERS,” SAYS JIM CRAMER

https://media.zenfs.com/en/insidermonkey.com/cd2554ade53d39b70d6eeef62c8c63b7

✍️ Jim Cramer discussed Palo Alto Networks, Inc. (NASDAQ:PANW) and its role in the recent Microsoft IT attack, highlighting its cybersecurity capabilities.

-- #JimCramer #NikeshArora #business

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Jim Cramer Nikesh Arora business mainstream:perspective

7/24/2025

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JIM CRAMER SAYS HE WANTS TO “OWN THE STOCK OF PALO ALTO”

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✍️ Palo Alto Networks, Inc. is a cybersecurity company that provides solutions across network, cloud, and security operations, and is a favorite among investors, including Jim Cramer.

-- #JimCramer #NikeshArora #business

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Jim Cramer Nikesh Arora business mainstream:perspective

7/19/2025

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'YOU NEVER WANT TO TAKE THE HIGHEST OFFER': ROBINHOOD CEO'S AI STARTUP RAISES $100M, HITS $875M VALUATION WITH BACKING FROM KLEINER PERKINS

https://media.zenfs.com/en/Benzinga/4860c0de8b9ad10247fbfcc20a9cf90c

✍️ Robinhood CEO Vlad Tenev has launched a new startup, Harmonic AI, which aims to create 'mathematical superintelligence' and has raised $100 million in funding.

-- #VladTenev #TudorAchim #ElonMusk #CharlieCheever #JaredLeto #NikeshArora #PaloAlto #UCLA #technology

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Vlad Tenev Tudor Achim Elon Musk Charlie Cheever Jared Leto Nikesh Arora Palo Alto UCLA

7/18/2025

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UBER TAPS PALO ALTO CHIEF NIKESH ARORA FOR DIRECTORSHIP

https://media.zenfs.com/en/Benzinga/8ff78836e4bb485c3e8a775fb05de8fb

✍️ Uber appoints Nikesh Arora to its Board of Directors, bringing experience in technology, finance, and cybersecurity.

-- #NikeshArora #RonSugar #Pierre-DimitriGore-Coty #AndrewMacdonald #GaryBlack #business

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Nikesh Arora Ron Sugar Pierre-Dimitri Gore-Coty Andrew Macdonald Gary Black business mainstream:perspective

6/5/2025

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UBER ADDS PALO ALTO CEO NIKESH ARORA TO ITS BOARD AFTER EXECUTIVE SHAKEUP

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✍️ Nikesh Arora, CEO of Palo Alto Networks, joins Uber's board of directors amid a broader executive shakeup at the company.

-- #NikeshArora #DaraKhosrowshahi #Pierre-DimitriGore-Coty #AndrewMacdonald #ElonMusk #Davos,Switzerland #Austin,Texas #business

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Nikesh Arora Dara Khosrowshahi Pierre-Dimitri Gore-Coty Andrew Macdonald Elon Musk Davos, Switzerland Austin, Texas business

6/4/2025, 1 engagement

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CYBERSECURITY STOCKS: KEEP AN EYE ON PALO ALTO, CROWDSTRIKE, AND OTHERS

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✍️ Palo Alto Networks and other cybersecurity software companies are highlighted as stock picks, with the industry group ranking 12th out of 197, and AI-powered cybersecurity revenue expected to skyrocket to $135 billion by the end of the decade.

-- #NikeshArora #RogerBoyd #ShaulEyal #KeithBachman #ScottLehtonen #Seattle #SanFrancisco #business

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Nikesh Arora Roger Boyd Shaul Eyal Keith Bachman Scott Lehtonen Seattle San Francisco business

5/31/2025

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CYBERSECURITY IS IN A PIVOTAL MOMENT WITH AI, SAYS PALO ALTO NETWORKS CEO

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✍️ Palo Alto Networks CEO Nikesh Arora discussed the importance of cybersecurity in a Tuesday interview with CNBC's Jim Cramer, highlighting the need for companies to incorporate artificial intelligence into their business and protect against potential threats.

-- #NikeshArora #JimCramer #technology

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Nikesh Arora Jim Cramer technology mainstream:perspective

5/20/2025

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PALO ALTO NETWORKS CEO EXPLAINS PROTECT AI DEAL

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✍️ Palo Alto Networks CEO Nikesh Arora discusses the company's purchase of artificial intelligence security firm Protect AI and the challenges of securing agentic tools.

-- #NikeshArora #CarolineHyde #technology

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Nikesh Arora Caroline Hyde technology mainstream:perspective

4/30/2025

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THIS AI STARTUP COULD BE NEXT IN PALO ALTO NETWORKS ACQUISITION PLAYBOOK

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✍️ Palo Alto Networks is reportedly eyeing the acquisition of Seattle-based AI cybersecurity startup ProtectAI for $650-700 million, its largest deal since 2020.

-- #NikeshArora #RogerBoyd #Seattle #technology

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Nikesh Arora Roger Boyd Seattle technology mainstream:perspective

4/10/2025

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JIM CRAMER: “PALO ALTO NETWORKS (PANW) CEO NIKESH ARORA IS BRILLIANT!”

https://media.zenfs.com/en/insidermonkey.com/dc5a2bcb6b4c16a43cb5b4ba98feb139

✍️ Jim Cramer discusses Palo Alto Networks Inc (NASDAQ:PANW) and its potential in the cybersecurity sector, citing the company's ability to adapt to the growing need for AI-driven cybersecurity solutions.

-- #JimCramer #NikeshArora #GeorgeKurtz #DavidFaber #PresidentTrump #Biden #PaloAlto #CNBC #technology

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Jim Cramer Nikesh Arora George Kurtz David Faber President Trump Biden Palo Alto CNBC

4/1/2025

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THE BILLIONAIRES AND TECH EXECS PUMPING MILLIONS INTO CRICKET

https://media.zenfs.com/en/business_insider_articles_888/c6d65123fca185429dcdb41fafa7628b

✍️ Investors, including tech executives and billionaires, are pouring money into cricket, targeting its global appeal and new short-format competitions.

-- #SatyaNadella #SundarPichai #ShantanuNarayen #NikeshArora #MukeshAmbani #TomBrady #UK #US #India #SiliconValley #NewYork #London #sports

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Satya Nadella Sundar Pichai Shantanu Narayen Nikesh Arora Mukesh Ambani Tom Brady UK US

2/9/2025