โข $Meta's stock fell after earnings due to increased AI spending.
โข $Microsoft(MSFT.US) exceeded fiscal fourth-quarter targets driven by AI and cloud strength. โข $SoFi Tech(SOFI.US) declined despite surpassing Q2 earnings and revenue estimates. โข SK Hynix missed Q2 sales targets but reported a surprising net profit. $SK Hynix(SKHY.US) โข Lam Research's stock rose after beating fiscal Q4 estimates and raising guidance. $Lam Research(LRCX.US) โข Datadog's stock surged ahead of Q2 earnings, fueled by AI expectations. $Datadog(DDOG.US) โข Fortinet reported strong Q2 earnings and revenue, leading to a stock increase. $Fortinet(FTNT.US) โข Garmin's stock jumped after beating Q2 targets and raising its full-year outlook. $Garmin(GRMN.US)
Share your thoughtsWhat's on your mind?
0 / 2,000
- F
Top movers: $Lam Research(LRCX.US) $Starbucks(SBUX.US) $Fortinet(FTNT.US)
Top Losers: $Meta Platforms(META.US) $Qualcomm(QCOM.US) $Carvana(CVNA.US) - W
$Fortinet(FTNT.US) CRUSHED Q2 EARNINGS ๐ฅ
Adj. EPS: $0.90 vs $0.75 estSales: $2.048B vs $1.889B estRaised FY2026 Adj EPS GuidanceRaised FY2026 Sales Guidance๐ฉ +9.16% - H
$Fortinet(FTNT.US) | BofA Securities maintains ๐๐ฎ๐ฒ on ๐ ๐จ๐ซ๐ญ๐ข๐ง๐๐ญ, ๐ซ๐๐ข๐ฌ๐๐ฌ ๐๐ ๐ญ๐จ $๐๐๐ ๐๐ซ๐จ๐ฆ $๐๐๐
Analyst sees Fortinet transitioning from a recovery to a growth story, well-positioned for security platform consolidation and AI-driven spending. - H
๐ข ๐๐จ๐ฆ๐ง ๐๐ก: Intel and Fortinet Partner to Develop Next-Generation Security Processor - $Intel(INTC.US) $Fortinet(FTNT.US)
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐๐ป๐๐ฒ๐น and ๐๐ผ๐ฟ๐๐ถ๐ป๐ฒ๐ partner to develop ๐ฆ๐ฒ๐ฐ๐๐ฟ๐ถ๐๐ ๐ฃ๐ฟ๐ผ๐ฐ๐ฒ๐๐๐ผ๐ฟ ๐ฒ (๐ฆ๐ฃ๐ฒ).โค Collaboration combines Fortinet ASIC technology with Intel's manufacturing capabilities.โค Partnership expands the companies' existing strategic relationship.โค Agreement aims to diversify ๐๐ผ๐ฟ๐๐ถ๐ป๐ฒ๐'๐ global semiconductor supply chain.โค Intel will provide semiconductor design, packaging, and manufacturing expertise.โค Collaboration supports Fortinet's long-term ๐๐ฆ๐๐ roadmap.โค Companies will explore broader semiconductor and cybersecurity collaboration.โค Partnership aims to strengthen resilient global technology infrastructure.๐ ๐๐ ๐ฝ๐ฒ๐ฟ๐ ๐ฆ๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐๐:๐๐ฒ๐ป ๐ซ๐ถ๐ฒ, Founder, Chairman, and CEO of Fortinet:"This expanded relationship with Intel will leverage its unique combination of advanced semiconductor technology, manufacturing expertise, and global supply chain capabilities, helping Fortinet accelerate and strengthen our ASIC strategy."๐๐ถ๐ฝ-๐๐ ๐ง๐ฎ๐ป, CEO of Intel:"can help cybersecurity leaders like Fortinet accelerate the development of critical security technologies while building a more resilient and diversified global supply chain." - F
The world is heading toward agents, and every agent acts like another teammate talking to tools, data, and other agents inside the data center all day. That creates a new kind of traffic and a new kind of risk. $Fortinet(FTNT.US) sits in the middle of it with high-speed data center security and AI runtime protection so those agents can move fast without opening the whole company up.
TB;DR Fortnite is my favorite cyber security ๐ 200+ incoming. - M
One reason I continue holding Fortinet is that cybersecurity has become a necessity, not a luxury. My investment thesis is that businesses will keep increasing their spending on digital security over time. If Fortinet continues to innovate, expand its platform, and win enterprise customers, I believe it can deliver solid long-term growth despite intense competition.
Trade Showcase: Trade, Show & Earn Rewards! - F
We are in one of the strongest bull markets we have seen in a while. Opportunities are everywhere.
The quickest way to lose your edge right now is greed. Do not overstay your welcome on a swing trade and give back your gains. Know the difference: "buy and hold" is a long term position, but purely technical setups based on EMAs or other indicators are swings. They are short term by nature.When we see ideas like $Twilio(TWLO.US), $NVIDIA(NVDA.US), $Fortinet(FTNT.US), $First Solar(FSLR.US), and $Marvell Tech(MRVL.US), we have to participate because the setups are incredible. But when your technical levels hit, book the profits and move on to the next one. As simple! - W
IONQ Earnings LIVE: IonQ Q1 2026 Results, Call & Reaction + ARM, APP & FTNT
- W
YES $Fortinet(FTNT.US)!! I invested in FTNT because to me Cybersecurity is a โmust-haveโ business in any big companies, banks, hospitals, and even governments. They will need strong protection from hackers and cyberattacks so this is no longer an optional spending. FTNT demand will stay strong for now and in the future, even during uncertain times.
@Bridge Buzz SG
Trade Showcase: Trade, Show & Earn Rewards!