logo
episode-header-image
May 2025
11m 22s

Episode 310: PANW Stock: Palo Alto Netwo...

Nicholas Rossolillo; Kasey Rossolillo
About this episode

In this episode of Chip Stock Investor, we explore how AI and accelerated computing are transforming the cybersecurity landscape, particularly focusing on Palo Alto Networks (PANW) stock. Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formJoin us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiersSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/🛜: https://www.chipstockinvestor.com********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #panw #paloaltonetworks #cybersecurity #cnapp #protectai #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Chapter00:00 AI and Cybersecurity Landscape03:22 Palo Alto Networks Overview05:20 Financial Performance and Metrics08:07 AI's Role in Cybersecurity09:25 Recent Acquisitions and Strategies11:13 Future Outlook and ValuationNick and Kasey own shares of Palo Alto Networks

Up next
Oct 6
Up 93% in a Year: Should You Buy Sea Limited (SE) Stock Now?
Sea Ltd (SE) stock is a large conglomerate operating in key emerging markets like Southeast Asia and Latin America, primarily in e-commerce (Shopee), digital finance (Monee), and digital entertainment (Garena).The company has successfully flipped to GAAP profitability, showing a ... Show More
14m 28s
Oct 3
SanDisk is Cool Again? Why NAND Flash is the Next AI Supercycle Memory Play
Everyone is talking about a new memory super cycle related to AI data centers, and suddenly, NAND flash is having its moment. SanDisk (SNDK) has returned to the public market after its spinoff IPO from Western Digital, and it’s back in growth mode.<br>In this deep dive, we use ou ... Show More
19m 37s
Sep 30
Netskope (NTSK) Stock Analysis: What Investors Need to Know
Netskope, a competitor in cloud security and SASE, has just hit the public market with its new IPO (NTSK). While the company operates in the booming cybersecurity industry and is growing revenue at over 30%, there are several critical risks potential investors must consider.In th ... Show More
12m 23s
Recommended Episodes
Sep 18
Nvidia and Intel Make a $5 Billion Bargain
Intel has benefitted from multiple major investments in 2025 but perhaps none more headline-grabbing than this: Nvidia and Intel agree to co-develop products for data centers and PCs. Nvidia also made a $5 billion investment. In this episode, our team breaks down the deal as well ... Show More
21 m
Jul 17
How Nvidia's size is rewriting the market playbook
Nvidia’s (NVDA) explosive growth is doing more than lifting portfolios - it’s changing the whole market. In this episode of Stocks in Translation, Strategas Securities senior ETF and technical strategist Todd Sohn joins host Jared Blikre and Producer Sydnee Fried to discuss excha ... Show More
24m 30s
Aug 19
Smart ways to use leveraged ETFs to supercharge your portfolio
Leveraged ETFs are on trend for investors, but with greater rewards comes greater risk. In this episode of Stocks in Translation, GraniteShares founder & CEO Will Rhind joins host Jared Blikre and Senior Reporter Brooke DiPalma to discuss the rise of leveraged ETFs and options-ba ... Show More
24m 46s
Sep 4
The Best Investment in 2025 (So Far...) Isn’t What You Think
We’re racing to the end of 2025 and a year where AI and tariffs have dominated the headlines, gold has been the best investment so far. The team looks at why gold is rising, Figma’s sharp post-earnings decline, and crack open three IPO prospectuses to put on investors radar Tyler ... Show More
20m 55s
Feb 2024
This Aggression Will Not Stand, Dan
Dan Nathan and Guy Adami are shaking off the Super Bowl hangover and bringing you another episode of ‘On The Tape’. On today’s pod, the guys discuss when to pivot your market view, small caps lagging, concentration in a handful of mega-cap tech stocks, the market discounting bad ... Show More
32m 35s
Aug 12
Why bonds matter now for every investor
Bonds could be your portfolio’s next secret weapon. In this episode of Stocks in Translation, Schwab Center for Financial Research fixed income strategist director Collin Martin joins host Jared Blikre and Senior Reporter Brooke DiPalma to discuss yield curves, the bond market, a ... Show More
24m 45s
Apr 2025
Jesse Felder: Stocks, Bonds & the U.S. Dollar Are All Breaking
Are we heading into a full-blown reset across financial markets? In this explosive interview, Jesse Felder, founder of The Felder Report, joins James Connor to issue a dire warning: stocks, bonds, and the U.S. dollar are all dangerously mispriced, and a major repricing event may ... Show More
57m 58s
Sep 30
Beyond Nvidia: How to spot the next AI breakout for your portfolio
Nvidia (NVDA) is stealing the AI spotlight, but the sector’s bench runs so much deeper. In this episode of Stocks in Translation, Epistrophy Capital Research Chief Market Strategist Cory Johnson joins host Jared Blikre and Senior Reporter Allie Canal to discuss the latest in AI. ... Show More
24m 45s
Sep 2024
Even Every Winner Hits A Losing Streak
Guy Adami, Dan Nathan and Danny Moses are focusing on recent weak data from China and the U.S., the Federal Reserve's potential interest rate decisions, and the state of the job market. They also examine the impact of AI on tech stocks such as NVIDIA, Microsoft's integration of A ... Show More
48m 27s
Sep 11
New record closing and intraday highs for US stocks
US equities surged again yesterday, closing off their intraday highs but nevertheless achieving new records. US PPI data confirmed that growth is slowing, providing more of the data that the Fed needs to start cutting rates again – markets will now scrutinise today’s CPI data for ... Show More
15m 27s