As of mid-February 2026, the financial markets find themselves in a delicate tug-of-war between resilient economic growth and the gravitational pull of the bond market. The 10-year Treasury yield, often referred to as the "world's most important interest rate," has become the primary arbiter of value for the technology-heavy Nasdaq
Cloudflare (NYSE: NET) shares skyrocketed 13% in pre-market trading this week, as the edge computing giant delivered a knockout fourth-quarter performance that silenced skeptics and ignited a sector-wide rally. The rally followed a report on February 10, 2026, where the company not only exceeded revenue and earnings expectations but also
Palo Alto Networks (NASDAQ: PANW) reported its fiscal second-quarter 2026 results on February 17, delivering a robust 15% revenue increase to $2.6 billion. While the top-line performance exceeded Wall Street expectations, the cybersecurity giant saw its stock price tumble in after-hours trading. The catalyst for the sell-off was not
The financial world was jolted this February as Goldman Sachs (NYSE:GS) issued a stark warning regarding a widening "inflation disconnect" that could derail market hopes for an early 2026 interest rate pivot. Despite a seemingly cooling Consumer Price Index (CPI) report that suggested inflation was drifting toward 2.4%
The Federal Reserve released the minutes from its January 27–28, 2026, policy meeting today, revealing a central bank that is increasingly confident in its ability to navigate a "soft landing" for the U.S. economy. According to the documents released on February 18, 2026, the Federal Open Market Committee
The managing director at Wedbush Securities said in a note posted on X that investors risk missing the next wave of tech winners amid a growing fear of the unknown.
Shares of Cloudflare (NYSE:NET) experienced a powerful 16% surge in mid-February 2026, as investors aggressively bought into the company’s vision of an "Agentic Internet." The rally followed a blockbuster fourth-quarter earnings report that saw revenue climb 34% year-over-year to $614.5 million, comfortably beating analyst estimates. More importantly,
Palo Alto Networks stock is falling after the company cut full-year adjusted earnings guidance, even as CEO Nikesh Arora argued investors are misreading the outlook following recent acquisitions and an AI-driven expansion deal.
Investors are looking ahead to a slew of economic data on Wednesday, including housing starts, building permits, durable-goods orders, and industrial production.
Cybersecurity platform provider Palo Alto Networks (NASDAQ:PANW) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 14.9% year on year to $2.59 billion. The company expects next quarter’s revenue to be around $2.94 billion, coming in 13.1% above analysts’ estimates. Its GAAP profit of $0.61 per share was 32.2% above analysts’ consensus estimates.
