Morning Blast: Palo Alto Networks and the Cost of AI Glory
Palo Alto Networks (PANW) jumps pre-market on AI ramp optimism, but a 1.6% FCF yield faces a 5.1% Treasury hurdle while SBC consumes 39% of operating cash.
PANW
Palo Alto Networks (PANW) jumps pre-market on AI ramp optimism, but a 1.6% FCF yield faces a 5.1% Treasury hurdle while SBC consumes 39% of operating cash.