Palo Alto Networks Updates: Palo Alto Networks -From Platformization To AI-Native Security & Observability (Pt.1) Summary * PANW is well positioned for AI but still not treated as
Lumentum Holdings Lumentum Holdings: The Optical Engine Behind the AI Data-Center Revolution Summary * Record 1Q26: $533.8m revenue (+58% YoY) with next-quarter guide $630–
Snowflake Updates: SNOW 3Q25 - Pioneering Unstructured Data Pipelines With Datavolo (Pt.1) Summary * Strategic acquisitions like Night Shift Development and Datavolo bolster Snowflake'
quarterly results Updates: Monday - Tons Of Alpha, 3Q24 Review & Platform Deep Dive Summary * Monday continues to deliver solid performance at both the top and