$Palo Alto Networks(PANW.US) chewing on the overhead gap 396.04 fills, 397.03 confirm and even better a close over 397.50. Still own it here. Price now over 10/21 ma's.
Source: Sunrise Trader
Direxion Daily PANW Bear 1X Shares
PALD----
Share your thoughts
What's on your mind?
0 / 2,000
81 followers · 0 opinions
▲Bullish50%
50%Bearish▼
- S
Anthropic's security chief just warned that cyber attacks are going to "get a lot worse before they get better"
Cybersecurity stocks are ripping on it today$CloudFlare(NET.US) +7.3%$Palo Alto Networks(PANW.US) +6.1%$CrowdStrike(CRWD.US) +6.0%$Zscaler(ZS.US) +5.6%$Okta(OKTA.US) +5.3%Anthropic deputy CISO Jason Clinton told companies to "hold on for about 18 months" as AI finds software flaws faster than humans can patch themIt comes after 2 critical flaws in PHP, the code behind roughly 70% of websites, led governments to tell sites to go offline until they were fixed$Palo Alto Networks(PANW.US) and $CrowdStrike(CRWD.US) are now both up more than 10% this weekAI is creating the threat and the demand to stop it at the same time. Every model that finds bugs faster is another reason for companies to spend on the firms paid to close themSource: StockMarket.News
- T
bond yield up, should I switch from the stock market to the bond market ?
🎁[Reward] Higher Yields, Wider Divide: Stricter On Hardware Stocks?The 10-year Treasury yield briefly topped 5%, the highest since 2007. The Fed is hiking again, oil is above $105, and AI infrastructure companies are borrowing heavily — competing with Treasuries for ...
- W
Bond's yield up, meaning bond's trade price drop. correct me if I am wrong
🎁[Reward] Higher Yields, Wider Divide: Stricter On Hardware Stocks?The 10-year Treasury yield briefly topped 5%, the highest since 2007. The Fed is hiking again, oil is above $105, and AI infrastructure companies are borrowing heavily — competing with Treasuries for ...
- 升
The ultimate driver of long-term US Treasury yields is the US fiscal deficit. The so-called widening risk spreads and high corporate debt levels are all built on this fertile ground of US deficits.
Is there a solution?
This comes down to whether we face a soft or hard landing.
If it's a soft landing, the USD needs to depreciate and rates must come down. Right now, it's like having cancer but also suffering from food poisoning—let's handle the emergency first and deal with the chemotherapy later.
🎁[Reward] Higher Yields, Wider Divide: Stricter On Hardware Stocks?The 10-year Treasury yield briefly topped 5%, the highest since 2007. The Fed is hiking again, oil is above $105, and AI infrastructure companies are borrowing heavily — competing with Treasuries for ...
- T
which sticks will benefit?
🎁[Reward] Higher Yields, Wider Divide: Stricter On Hardware Stocks?The 10-year Treasury yield briefly topped 5%, the highest since 2007. The Fed is hiking again, oil is above $105, and AI infrastructure companies are borrowing heavily — competing with Treasuries for ...
- E
10 year treasury yield has risen but US economy is on growth phase esp extraordinary demand from AI related. Hence, how high can the US stock market continue to rally will depends on each quarter earnings report and of course the economic data. Volatility is to be expected as always.
🎁[Reward] Higher Yields, Wider Divide: Stricter On Hardware Stocks?The 10-year Treasury yield briefly topped 5%, the highest since 2007. The Fed is hiking again, oil is above $105, and AI infrastructure companies are borrowing heavily — competing with Treasuries for ...
- P
Yields climbing above 5% and substantial issuance are expanding credit spreads, redirecting capital from long-duration AI hardware toward cash-generative software as profit pools move downstream to applications.
🎁[Reward] Higher Yields, Wider Divide: Stricter On Hardware Stocks?The 10-year Treasury yield briefly topped 5%, the highest since 2007. The Fed is hiking again, oil is above $105, and AI infrastructure companies are borrowing heavily — competing with Treasuries for ...
- N
Surging 10-year yields and widening credit spreads create dual pressure across markets, but the impact is far from uniform. High discount rates naturally compress high-multiple semiconductor valuations after an extended run. Meanwhile, capital rotation into mission-critical software highlights a crucial evolution: investors are becoming far more selective, prioritizing resilient cash flows over capex-heavy AI hardware infrastructure.
🎁[Reward] Higher Yields, Wider Divide: Stricter On Hardware Stocks?The 10-year Treasury yield briefly topped 5%, the highest since 2007. The Fed is hiking again, oil is above $105, and AI infrastructure companies are borrowing heavily — competing with Treasuries for ...
- T
Software runs in the hardware. Hardware is necessary too. Though hardware has its lifespan, maintenance plays a part as well. Replace hardware may seem to be the best if already use it for many years. However, take care of it matters.
🎁[Reward] Higher Yields, Wider Divide: Stricter On Hardware Stocks?The 10-year Treasury yield briefly topped 5%, the highest since 2007. The Fed is hiking again, oil is above $105, and AI infrastructure companies are borrowing heavily — competing with Treasuries for ...
