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That growth is increasingly tied to M&A.

Goodwill and intangibles jumped from $5.3B to $29.0B YoY as CyberArk and other acquisitions rapidly reshaped Palo Alto’s balance sheet.

$PANW (2/2)

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Palo Alto Networks closed FY26 with Q4 revenue up 34% to $3.41B and NGS ARR up 63% to $9.1B, adding nearly $1B of net new NGS ARR in the quarter.

$PANW (1/2)

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GitLab reported Q2 revenue growth of 21% while net ARR growth topped 40% YoY.

SBC jumped 38% YoY to $75M as GAAP operating margin fell to -20% from -8%, with part of the increase tied to restructuring-related accelerated vesting.

$GTLB

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MongoDB is falling after hours despite Q2 revenue jumping 30% YoY to $771.8M, beating expectations and prompting another full-year guidance raise.

Revenue growth reached its fastest pace in several years as Atlas grew ~29% and Enterprise Advanced & other accelerated ~36%.

$MDB

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Credo is falling after hours despite Q1 revenue of $479M and adjusted EPS of $1.20 beating expectations.

GAAP EPS fell to $0.67 from $0.88, largely as SBC and acquisition-related charges rose following the DustPhotonics deal, while adjusted EPS increased.

$CRDO

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Dell just delivered record Q2 revenue of $47.0B as AI server demand pushed ISG revenue up 89% YoY to $31.8B.

ISG operating income rose 225% to $4.8B, with margin expanding to 15.0% as the segment grew to more than double the size of CSG.

$DELL

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Oracle is reportedly cutting around 3,000 jobs in India as AI infrastructure spending surges.

CapEx jumped from $6.9B in FY24 to $55.7B in FY26, highlighting the scale of Oracle’s shift toward data center capacity even as it trims headcount elsewhere.

$ORCL

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Broadcom reports Q3 tomorrow after the close, with AI semiconductor revenue guided to $16B, up more than 200% YoY.

Semiconductor Solutions revenue has already climbed from $8.4B to $15.0B in a year, with the Q3 AI guide pointing to another sharp step-up in the mix.

$AVGO

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Planet Labs reports Q2 on Thursday after revenue growth accelerated to 42% YoY last quarter, its fastest pace since FY23.

That momentum comes as Planet expands its constellation, with new Pelican and Tanager satellites adding imaging capacity ahead of the print.

$PL

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Keurig Dr Pepper is selling its Chobani stake and a facility for $925M as it prepares to separate its beverage and global coffee businesses in early 2027.

Proceeds will support deleveraging after total debt nearly doubled to $30.0B following the JDE Peet’s acquisition.

$KDP

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Comstock announced a $1.65B strategic partnership with SOCAR and a $450M drilling joint venture with the Jones family.

The SOCAR deal would materially reset leverage after long-term debt climbed back to $3.1B, with proceeds expected to reduce net debt to about $1.5B.

$CRK

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GoPro has agreed to merge with Starman Optical, adding an optical-transceiver business with exposure to AI data centers, defense and aerospace.

The deal comes as GoPro’s core business contracts, with five of the last six quarters posting double-digit declines.

$GPRO

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Tim Cook becomes Apple executive chairman today as John Ternus takes over after 15 years as CEO.

Cook expanded Apple beyond the iPhone with Watches, AirPods and a $100B+ Services business, helping annual revenue grow from $108B to $416B and net income from $26B to $112B.

$AAPL

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MongoDB reports Q2 tomorrow after the close after raising its full-year outlook last quarter, driven mainly by strength in Atlas.

Atlas-related revenue reached $512M in Q1, up 29%+ YoY and marking a fourth straight quarter of at least 29% growth.

$MDB

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Palo Alto Networks reports Q4 tomorrow, with revenue guided to about $3.35B.

CyberArk and Chronosphere added $388M of revenue last quarter, but acquisition costs helped push GAAP operating margin to -6.1%, making profitability a key focus into the print.

$PANW

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Amazon is falling after reports that the FTC and 20+ states are suing over alleged manipulation of ad auction prices.

The case targets a business generating $19.8B in Q2 revenue, up 26% YoY, as advertising becomes an increasingly important contributor to Amazon’s growth.

$AMZN

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Tesla expanded its Austin Robotaxi service area today, extending the reach of its autonomous ride-hailing network.

The rollout comes as Tesla ramps AI and software investment, with quarterly R&D reaching a record $2.4B in Q2, up 49% YoY.

$TSLA

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PG&E is falling after California lawmakers amended SB 492 without providing the broader wildfire-liability protections investors had sought.

The financing risk comes as PG&E ramps grid investment, with TTM CapEx reaching $12.4B versus $7.7B of operating cash flow.

$PCG

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Aon agreed to acquire USI for $17B, funded with new debt, and said it does not expect to repurchase shares in the near term as it prioritizes deleveraging.

That marks a sharp capital-allocation shift after Aon bought back $1.1B of stock in H1 2026, including $600M in Q2.

$AON

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SLB is acquiring Kelvion for $4.1B, including $3.4B in cash, as it expands into data-center cooling.

The deal leans on a business that has generated more than $4B of company-reported free cash flow in each of the past three years.

$SLB