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

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.

Trump Family Businesses Are Among Iran War’s Winners as Oil and Defense Spending Surge: Report

Six months into the Iran war, stocks have rebounded while oil, food and travel costs remain elevated.

BA vs. GD: Which Defense Contractor Has Stronger Growth Prospects?

Boeing and General Dynamics are both benefiting from increased global defense spending and military modernization. Boeing's defense revenues rose 13% to $7.48 billion with an $85 billion backlog, while General Dynamics booked $20 billion in orders with a $186.9 billion estimated contract value. However, General Dynamics is recommended as the better investment choice due to its superior debt management (21.89% debt-to-capital vs Boeing's 88.24%) and stronger recent price performance (+4.2% vs -8.6% over six months).

Elizabeth Warren Targets Defense Contractors’ $100 Billion Shareholder Payouts: ‘This Needs to Stop’

Elizabeth Warren said defense contractors should stop buybacks and dividends after the top five companies spent over $100 billion since 2020.