Jack of All Trades: High Stakes SKORE 09.01.2026

Palo Alto added nearly $1B in net new NGS ARR in Q4, beating guidance. FY27 revenue guide $14.4B, 7% above consensus. Stock +6% after close.Dell guided Q3 to $49B — 18% above analyst estimates — on AI server demand. Full-year AI server target $60B. Stock +8% after close.