The Chinese AI company DeepSeek shocked markets last year with a high-quality, low-cost model. It's now become clearer that China and the U.S. are running two different AI races.
PANW executing bold strategy ($25B CyberArk + $3B Chronosphere) to dominate identity/cloud/network/AI full-stack, platformization resonating (subscription +14%, software 45% products), but Q3 EPS guide -13% miss shows integration costs real—2-4 quarter headwind
Post-holiday light Tuesday: Palo Alto Networks beat (revenue +15%, EPS +27%) but sold off -7% on Q3 EPS guide miss ($0.78-0.80 vs $0.92) from $25B CyberArk integration costs. Platformization accelerating (RPO +23%, 70K customers) but near-term margin pressure—M&A execution risk dominates sentiment
TORONTO — Canadian and U.S. stock markets moved in opposite directions Tuesday, as basic materials stocks weighed on the S&P/TSX composite index. Read Full Article →
Centerspace (CSR) on Tuesday reported a key measure of profitability in its fourth quarter. Read Full Article →
