Oil Spikes 7%, Nasdaq 100 Sinks Before Fed: Stock Market Today

Shares of semiconductor and chip companies are trading higher. The broader industry may be rallying alongside memory and storage-related peers.

SanDisk Jumps 10%, Lululemon Crashes 17%: Stock Market Today

A blowout August jobs report pushed traders to price a coin-flip chance of a Federal Reserve rate hike this month, dragging the S&P 500 and Dow lower by midday Friday.

PANW Q4 Earnings Beat Estimates on Platformization Strength

Palo Alto Networks (PANW) reported Q4 fiscal 2026 revenues of $3.41B, up 34% YoY, beating consensus estimates. The company achieved record platformization with 220 net new platform additions (up 44%) and net new NGS ARR of $970M (up 98%). For fiscal 2027, PANW guides revenues of $14.10-$14.20B (23-24% growth) and NGS ARR of $11.075-$11.175B. Strong momentum across Network & AI Security, Cortex, and Idira platforms drove results.

Jim Cramer Says This Tech Stock Is Up 40% For The Year: It Is A ‘Great’ Company

Jim Cramer praises KLA Corp but warns of high P/E ratio. UBS maintains Neutral rating. Cramer recommends buying Applied Materials.

Vertiv Plunges 20% in Three Months: Buy, Sell, or Hold the Stock?

Vertiv shares fell 20% in three months due to project delays and supply-chain issues, but the company reported strong Q2 results with 24% sales growth and 22.6% adjusted operating margin. Benefiting from robust AI infrastructure demand, Vertiv expects Q3 sales of $3.65B-$3.85B and adjusted EPS of $1.77-$1.83. However, the stock trades at a premium valuation (20.94X Price/Book) and faces stiff competition, earning a Zacks Rank #3 (Hold) rating.

Live On CNBC, Josh Brown Host Segment Titled “Josh’s Best Stock Spotlight: Amphenol"