Jack of All Trades: High Stakes SKORE 06.02.2026

S&P 7,609 above 7,600 first time; MRVL +25% (Jensen: 'next $1T'); GOOGL −4% ($80B AI raise). PANW: EPS beat, NGS +60%, Q4 $3.35B guide beat, AI urgency thesis confirmed, +10% AH. VSCO +38%: double-digit comps all channels, fewer promotions, tariff relief. SKORE: PANW 7.8 · VSCO 7.2