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KCTEO55
06-02
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Palo Alto Reports Earnings as It Prepares for AI Security
KCTEO55
2025-06-30
Share your opinion about this news…
FOMO-Driven Call Buying Soars as Traders Chase S&P 500’s Furious Run
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Like its nearest competitor, CrowdStrike, Palo Alto is building a suite of security services for the artificial-intelligence age to augment its platform.This year the company is likely to see outsized sales growth from the acquisitions, but reduced profit margin and share dilution should weigh on earnings. Wall Street analysts expect third-quarter adjusted earnings per share of 80 cents, flat with last year, on sales of $2.9 billion, up 29%.Key among the company's five AI-related acquisitions from the past year is identity-security company CyberArk, which Palo Alto agreed to acquire in a cash-and-stock deal announced last year that valued CyberArk at about $25 billion. The merger closed in February.AI brings a host of new security issues to enterprise networks. AI enables traditional cyberattacks to be carried out at greater scale and sp","content":"<html><head></head><body><p style=\"text-align: left;\">Cybersecurity company <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> reports its third-quarter earnings on Tuesday afternoon as it spends the year integrating acquired companies. Like its nearest competitor, <a href=\"https://laohu8.com/S/CRWD\">CrowdStrike</a>, Palo Alto is building a suite of security services for the artificial-intelligence age to augment its platform.</p><p style=\"text-align: left;\">This year the company is likely to see outsized sales growth from the acquisitions, but reduced profit margin and share dilution should weigh on earnings. Wall Street analysts expect third-quarter adjusted earnings per share of 80 cents, flat with last year, on sales of $2.9 billion, up 29%.</p><p style=\"text-align: left;\">Key among the company's five AI-related acquisitions from the past year is identity-security company CyberArk, which Palo Alto agreed to acquire in a cash-and-stock deal announced last year that valued CyberArk at about $25 billion. The merger closed in February.</p><p style=\"text-align: left;\">AI brings a host of new security issues to enterprise networks. AI enables traditional cyberattacks to be carried out at greater scale and speed, and networks need to be hardened to address the threat. But the bigger issue may be AI agents, software that can use AI models to accomplish a complex series of tasks from simple conversational commands.</p><p style=\"text-align: left;\">In order to be useful, agents must be granted access to private data, web browsers, email, and other external communications. That also turns them into a new attack surface, with emerging classes of exploits such as prompt injection.</p><p style=\"text-align: left;\">One of the primary ways experts hope to lock down agents is through identity security. People on an enterprise network have their identities managed so that they have the privileges they need, and are blocked from everything else. For example, reporters at Barron's have access to editorial tools but are prevented from using financial software. If predictions are correct, agents will soon outnumber people on enterprise networks, and they will need strict identity governance.</p><p style=\"text-align: left;\">Agent identity security came into even sharper focus after last week's earnings report from <a href=\"https://laohu8.com/S/OKTA\">Okta</a>, one of the leaders in identity security. Sales upside potential from its agent identity software drove the stock up 30% the next day. CyberArk has similar software, announced late last year. CyberArk's software will be integrated into Palo Alto's broad platform of security services.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palo Alto Reports Earnings as It Prepares for AI Security</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalo Alto Reports Earnings as It Prepares for AI Security\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-06-02 14:03</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Cybersecurity company <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> reports its third-quarter earnings on Tuesday afternoon as it spends the year integrating acquired companies. Like its nearest competitor, <a href=\"https://laohu8.com/S/CRWD\">CrowdStrike</a>, Palo Alto is building a suite of security services for the artificial-intelligence age to augment its platform.</p><p style=\"text-align: left;\">This year the company is likely to see outsized sales growth from the acquisitions, but reduced profit margin and share dilution should weigh on earnings. Wall Street analysts expect third-quarter adjusted earnings per share of 80 cents, flat with last year, on sales of $2.9 billion, up 29%.</p><p style=\"text-align: left;\">Key among the company's five AI-related acquisitions from the past year is identity-security company CyberArk, which Palo Alto agreed to acquire in a cash-and-stock deal announced last year that valued CyberArk at about $25 billion. The merger closed in February.</p><p style=\"text-align: left;\">AI brings a host of new security issues to enterprise networks. AI enables traditional cyberattacks to be carried out at greater scale and speed, and networks need to be hardened to address the threat. But the bigger issue may be AI agents, software that can use AI models to accomplish a complex series of tasks from simple conversational commands.</p><p style=\"text-align: left;\">In order to be useful, agents must be granted access to private data, web browsers, email, and other external communications. That also turns them into a new attack surface, with emerging classes of exploits such as prompt injection.</p><p style=\"text-align: left;\">One of the primary ways experts hope to lock down agents is through identity security. People on an enterprise network have their identities managed so that they have the privileges they need, and are blocked from everything else. For example, reporters at Barron's have access to editorial tools but are prevented from using financial software. If predictions are correct, agents will soon outnumber people on enterprise networks, and they will need strict identity governance.</p><p style=\"text-align: left;\">Agent identity security came into even sharper focus after last week's earnings report from <a href=\"https://laohu8.com/S/OKTA\">Okta</a>, one of the leaders in identity security. Sales upside potential from its agent identity software drove the stock up 30% the next day. CyberArk has similar software, announced late last year. CyberArk's software will be integrated into Palo Alto's broad platform of security services.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AIPO":"Defiance AI and Power Infrastructure ETF","PANW":"Palo Alto Networks","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","PALU":"2倍做多PANW ETF-Direxion","PALD":"1倍做空PANW ETF-Direxion","ARTY":"ISHARES FUTURE AI & TECH ETF","AGIX":"通用人工智能 ETF-AGIX","PANG":"2倍做多PANW ETF- Leverage Shares"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2640994445","content_text":"Cybersecurity company Palo Alto Networks reports its third-quarter earnings on Tuesday afternoon as it spends the year integrating acquired companies. Like its nearest competitor, CrowdStrike, Palo Alto is building a suite of security services for the artificial-intelligence age to augment its platform.This year the company is likely to see outsized sales growth from the acquisitions, but reduced profit margin and share dilution should weigh on earnings. Wall Street analysts expect third-quarter adjusted earnings per share of 80 cents, flat with last year, on sales of $2.9 billion, up 29%.Key among the company's five AI-related acquisitions from the past year is identity-security company CyberArk, which Palo Alto agreed to acquire in a cash-and-stock deal announced last year that valued CyberArk at about $25 billion. The merger closed in February.AI brings a host of new security issues to enterprise networks. AI enables traditional cyberattacks to be carried out at greater scale and speed, and networks need to be hardened to address the threat. But the bigger issue may be AI agents, software that can use AI models to accomplish a complex series of tasks from simple conversational commands.In order to be useful, agents must be granted access to private data, web browsers, email, and other external communications. That also turns them into a new attack surface, with emerging classes of exploits such as prompt injection.One of the primary ways experts hope to lock down agents is through identity security. People on an enterprise network have their identities managed so that they have the privileges they need, and are blocked from everything else. For example, reporters at Barron's have access to editorial tools but are prevented from using financial software. If predictions are correct, agents will soon outnumber people on enterprise networks, and they will need strict identity governance.Agent identity security came into even sharper focus after last week's earnings report from Okta, one of the leaders in identity security. Sales upside potential from its agent identity software drove the stock up 30% the next day. CyberArk has similar software, announced late last year. CyberArk's software will be integrated into Palo Alto's broad platform of security services.","news_type":1,"symbols_score_info":{"AGIX":1.5,"PALU":0.6,"CHAT":1.5,"PANW":2,"PALD":0.6,"PANG":0.6,"ARTY":1.5,"AIPO":1.5}},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":451538453311792,"gmtCreate":1751283905679,"gmtModify":1751289004024,"author":{"id":"4207561613907282","authorId":"4207561613907282","name":"KCTEO55","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4207561613907282","idStr":"4207561613907282"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/451538453311792","repostId":"1193784688","repostType":2,"repost":{"id":"1193784688","kind":"news","pubTimestamp":1751282306,"share":"https://ttm.financial/m/news/1193784688?lang=en_US&edition=fundamental","pubTime":"2025-06-30 19:18","market":"us","language":"en","title":"FOMO-Driven Call Buying Soars as Traders Chase S&P 500’s Furious Run","url":"https://stock-news.laohu8.com/highlight/detail?id=1193784688","media":"Bloomberg","summary":"Traders keen to seize on further gains after the S&P 500 Index hit its first record since February are betting on stock-market darlings that they expect will surpass the index’s ascent.The signals fro","content":"<div>\n<p>Traders keen to seize on further gains after the S&P 500 Index hit its first record since February are betting on stock-market darlings that they expect will surpass the index’s ascent.The signals ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-06-30/fomo-driven-call-buying-soars-as-traders-chase-s-p-500-s-furious-run\">Source Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>FOMO-Driven Call Buying Soars as Traders Chase S&P 500’s Furious Run</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFOMO-Driven Call Buying Soars as Traders Chase S&P 500’s Furious Run\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-30 19:18 GMT+8 <a href=https://www.bloomberg.com/news/articles/2025-06-30/fomo-driven-call-buying-soars-as-traders-chase-s-p-500-s-furious-run><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Traders keen to seize on further gains after the S&P 500 Index hit its first record since February are betting on stock-market darlings that they expect will surpass the index’s ascent.The signals ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-06-30/fomo-driven-call-buying-soars-as-traders-chase-s-p-500-s-furious-run\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SQQQ":"纳指三倍做空ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","TQQQ":"纳指三倍做多ETF","QQQ":"纳指100ETF","SPY":"标普500ETF"},"source_url":"https://www.bloomberg.com/news/articles/2025-06-30/fomo-driven-call-buying-soars-as-traders-chase-s-p-500-s-furious-run","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193784688","content_text":"Traders keen to seize on further gains after the S&P 500 Index hit its first record since February are betting on stock-market darlings that they expect will surpass the index’s ascent.The signals from derivatives trading are clear, strategists said, as investors last week aggressively bought call options — a wager that an asset’s price will keep increasing. Among the highlights: a rush into Nvidia Corp. on Wednesday that pushed the volume of call contracts on the stock to almost triple that of bearish puts, the biggest gap since January; a jump to a four-month high in the call-put ratio on the Financial Select Sector SPDR Fund; and a drop to a two-month low in the cost of hedging against a selloff in Meta Platforms Inc.To Chris Murphy, co-head of derivatives strategy at Susquehanna International Group, the risk-on behavior has been fueled by a growing fear of missing out on a rally that seems impervious to strife in the Middle East and concern that the US economy and corporate earnings growth are slowing. In addition to Nvidia, he said there was strong call buying last week in momentum names like Uber Technologies Inc., Tesla Inc. and Robinhood Markets Inc.The “week’s options flow reflects clear signs of FOMO-driven re-risking,” Murphy said. “The trend is clear, with almost exclusively bullish flow, momentum call buying, as well as buy-the-dip put selling.”Optimism that the US is moving closer to reaching concrete deals with its major trading partners drove stocks to a record. The demand to seek protection for a decline in the largest fund tracking the S&P 500 has decreased rapidly in the past week, a move that typically implies building euphoria.At the same time, traders are also confronting mixed signals. On Friday, US stocks nosedived in afternoon trading after Trump said he was ending all trade talks with Canada and threatened to impose a fresh tariff rate within the next week. They eventually recouped the losses and closed at an all-time high.Earlier on Friday, Bank of America Corp. strategists warned of the increasing risk of a speculative stock-market bubble as traders drive massive flows into equities on expectations of US interest-rate cuts. The upcoming earnings season could also test the foundation of the recent rally, especially with lackluster forecasts piling in.In a macro environment as uncertain as the current one, the possibility of more setbacks, like the souring of negotiations with Canada, are also immensely higher. It is also why Susquehanna’s Murphy said using call options is a preferred way for investors to chase speculative rallies.It allows them to limit the size of their losses and positions them to benefit from any gains. Calls give traders the right to buy a stock at a future higher price, but does not obligate them to, which means if the bet fails, the most they lose is the premium they paid for that right.FOMO RushThere is further evidence that traders are crowding into the riskiest stocks seeking the sharpest upside so they don’t miss out on further gains. The Invesco S&P 500 High Beta ETF, which tracks highly volatile stocks, is on track for its best quarter since 2020 relative to the Invesco S&P 500 Low Volatility ETF. A Goldman basket of most-shorted stocks is on pace for the best monthly gain since February 2024. Retail investors are diving into equities, according to data from JPMorgan, which is often a sign of risk-taking as a stock rally intensifies.There’s also a willingness to chase asset prices higher, with the call skew — a measure of how much traders are willing to pay for bullish exposure — steepening on several speculative names such as Tesla, the ARK Innovation ETF and Coinbase Global Inc. during the week.Tom Keen, options trader at Piper Sandler & Co., said the pick up in call-option volumes and a firming of the implied volatility in call options both point to a FOMO-rush.“We are coming into summer where seemingly macro risks are moving lower, there is lower realized volatility at the moment, and many were not expecting the strength in price action we have seen as of late,” Keen said. So while risks persist — especially with tariff deadlines looming — traders see “catalysts they want to be constructive on.”","news_type":1,"symbols_score_info":{"TQQQ":1.1,"SQQQ":1.1,"SPY":1.1,"QQQ":1.1,".SPX":1.1,".DJI":1.1,".IXIC":1.1}},"isVote":1,"tweetType":1,"viewCount":464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":451538453311792,"gmtCreate":1751283905679,"gmtModify":1751289004024,"author":{"id":"4207561613907282","authorId":"4207561613907282","name":"KCTEO55","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207561613907282","authorIdStr":"4207561613907282"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/451538453311792","repostId":"1193784688","repostType":2,"repost":{"id":"1193784688","kind":"news","pubTimestamp":1751282306,"share":"https://ttm.financial/m/news/1193784688?lang=en_US&edition=fundamental","pubTime":"2025-06-30 19:18","market":"us","language":"en","title":"FOMO-Driven Call Buying Soars as Traders Chase S&P 500’s Furious Run","url":"https://stock-news.laohu8.com/highlight/detail?id=1193784688","media":"Bloomberg","summary":"Traders keen to seize on further gains after the S&P 500 Index hit its first record since February are betting on stock-market darlings that they expect will surpass the index’s ascent.The signals fro","content":"<div>\n<p>Traders keen to seize on further gains after the S&P 500 Index hit its first record since February are betting on stock-market darlings that they expect will surpass the index’s ascent.The signals ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-06-30/fomo-driven-call-buying-soars-as-traders-chase-s-p-500-s-furious-run\">Source Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>FOMO-Driven Call Buying Soars as Traders Chase S&P 500’s Furious Run</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFOMO-Driven Call Buying Soars as Traders Chase S&P 500’s Furious Run\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-30 19:18 GMT+8 <a href=https://www.bloomberg.com/news/articles/2025-06-30/fomo-driven-call-buying-soars-as-traders-chase-s-p-500-s-furious-run><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Traders keen to seize on further gains after the S&P 500 Index hit its first record since February are betting on stock-market darlings that they expect will surpass the index’s ascent.The signals ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-06-30/fomo-driven-call-buying-soars-as-traders-chase-s-p-500-s-furious-run\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SQQQ":"纳指三倍做空ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","TQQQ":"纳指三倍做多ETF","QQQ":"纳指100ETF","SPY":"标普500ETF"},"source_url":"https://www.bloomberg.com/news/articles/2025-06-30/fomo-driven-call-buying-soars-as-traders-chase-s-p-500-s-furious-run","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193784688","content_text":"Traders keen to seize on further gains after the S&P 500 Index hit its first record since February are betting on stock-market darlings that they expect will surpass the index’s ascent.The signals from derivatives trading are clear, strategists said, as investors last week aggressively bought call options — a wager that an asset’s price will keep increasing. Among the highlights: a rush into Nvidia Corp. on Wednesday that pushed the volume of call contracts on the stock to almost triple that of bearish puts, the biggest gap since January; a jump to a four-month high in the call-put ratio on the Financial Select Sector SPDR Fund; and a drop to a two-month low in the cost of hedging against a selloff in Meta Platforms Inc.To Chris Murphy, co-head of derivatives strategy at Susquehanna International Group, the risk-on behavior has been fueled by a growing fear of missing out on a rally that seems impervious to strife in the Middle East and concern that the US economy and corporate earnings growth are slowing. In addition to Nvidia, he said there was strong call buying last week in momentum names like Uber Technologies Inc., Tesla Inc. and Robinhood Markets Inc.The “week’s options flow reflects clear signs of FOMO-driven re-risking,” Murphy said. “The trend is clear, with almost exclusively bullish flow, momentum call buying, as well as buy-the-dip put selling.”Optimism that the US is moving closer to reaching concrete deals with its major trading partners drove stocks to a record. The demand to seek protection for a decline in the largest fund tracking the S&P 500 has decreased rapidly in the past week, a move that typically implies building euphoria.At the same time, traders are also confronting mixed signals. On Friday, US stocks nosedived in afternoon trading after Trump said he was ending all trade talks with Canada and threatened to impose a fresh tariff rate within the next week. They eventually recouped the losses and closed at an all-time high.Earlier on Friday, Bank of America Corp. strategists warned of the increasing risk of a speculative stock-market bubble as traders drive massive flows into equities on expectations of US interest-rate cuts. The upcoming earnings season could also test the foundation of the recent rally, especially with lackluster forecasts piling in.In a macro environment as uncertain as the current one, the possibility of more setbacks, like the souring of negotiations with Canada, are also immensely higher. It is also why Susquehanna’s Murphy said using call options is a preferred way for investors to chase speculative rallies.It allows them to limit the size of their losses and positions them to benefit from any gains. Calls give traders the right to buy a stock at a future higher price, but does not obligate them to, which means if the bet fails, the most they lose is the premium they paid for that right.FOMO RushThere is further evidence that traders are crowding into the riskiest stocks seeking the sharpest upside so they don’t miss out on further gains. The Invesco S&P 500 High Beta ETF, which tracks highly volatile stocks, is on track for its best quarter since 2020 relative to the Invesco S&P 500 Low Volatility ETF. A Goldman basket of most-shorted stocks is on pace for the best monthly gain since February 2024. Retail investors are diving into equities, according to data from JPMorgan, which is often a sign of risk-taking as a stock rally intensifies.There’s also a willingness to chase asset prices higher, with the call skew — a measure of how much traders are willing to pay for bullish exposure — steepening on several speculative names such as Tesla, the ARK Innovation ETF and Coinbase Global Inc. during the week.Tom Keen, options trader at Piper Sandler & Co., said the pick up in call-option volumes and a firming of the implied volatility in call options both point to a FOMO-rush.“We are coming into summer where seemingly macro risks are moving lower, there is lower realized volatility at the moment, and many were not expecting the strength in price action we have seen as of late,” Keen said. So while risks persist — especially with tariff deadlines looming — traders see “catalysts they want to be constructive on.”","news_type":1,"symbols_score_info":{"TQQQ":1.1,"SQQQ":1.1,"SPY":1.1,"QQQ":1.1,".SPX":1.1,".DJI":1.1,".IXIC":1.1}},"isVote":1,"tweetType":1,"viewCount":464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":570774093227632,"gmtCreate":1780380887621,"gmtModify":1780380963731,"author":{"id":"4207561613907282","authorId":"4207561613907282","name":"KCTEO55","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207561613907282","authorIdStr":"4207561613907282"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/570774093227632","repostId":"2640994445","repostType":2,"repost":{"id":"2640994445","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1780380219,"share":"https://ttm.financial/m/news/2640994445?lang=en_US&edition=fundamental","pubTime":"2026-06-02 14:03","market":"hk","language":"en","title":"Palo Alto Reports Earnings as It Prepares for AI Security","url":"https://stock-news.laohu8.com/highlight/detail?id=2640994445","media":"Dow Jones","summary":"Cybersecurity company Palo Alto Networks reports its third-quarter earnings on Tuesday afternoon as it spends the year integrating acquired companies. Like its nearest competitor, CrowdStrike, Palo Alto is building a suite of security services for the artificial-intelligence age to augment its platform.This year the company is likely to see outsized sales growth from the acquisitions, but reduced profit margin and share dilution should weigh on earnings. Wall Street analysts expect third-quarter adjusted earnings per share of 80 cents, flat with last year, on sales of $2.9 billion, up 29%.Key among the company's five AI-related acquisitions from the past year is identity-security company CyberArk, which Palo Alto agreed to acquire in a cash-and-stock deal announced last year that valued CyberArk at about $25 billion. The merger closed in February.AI brings a host of new security issues to enterprise networks. AI enables traditional cyberattacks to be carried out at greater scale and sp","content":"<html><head></head><body><p style=\"text-align: left;\">Cybersecurity company <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> reports its third-quarter earnings on Tuesday afternoon as it spends the year integrating acquired companies. Like its nearest competitor, <a href=\"https://laohu8.com/S/CRWD\">CrowdStrike</a>, Palo Alto is building a suite of security services for the artificial-intelligence age to augment its platform.</p><p style=\"text-align: left;\">This year the company is likely to see outsized sales growth from the acquisitions, but reduced profit margin and share dilution should weigh on earnings. Wall Street analysts expect third-quarter adjusted earnings per share of 80 cents, flat with last year, on sales of $2.9 billion, up 29%.</p><p style=\"text-align: left;\">Key among the company's five AI-related acquisitions from the past year is identity-security company CyberArk, which Palo Alto agreed to acquire in a cash-and-stock deal announced last year that valued CyberArk at about $25 billion. The merger closed in February.</p><p style=\"text-align: left;\">AI brings a host of new security issues to enterprise networks. AI enables traditional cyberattacks to be carried out at greater scale and speed, and networks need to be hardened to address the threat. But the bigger issue may be AI agents, software that can use AI models to accomplish a complex series of tasks from simple conversational commands.</p><p style=\"text-align: left;\">In order to be useful, agents must be granted access to private data, web browsers, email, and other external communications. That also turns them into a new attack surface, with emerging classes of exploits such as prompt injection.</p><p style=\"text-align: left;\">One of the primary ways experts hope to lock down agents is through identity security. People on an enterprise network have their identities managed so that they have the privileges they need, and are blocked from everything else. For example, reporters at Barron's have access to editorial tools but are prevented from using financial software. If predictions are correct, agents will soon outnumber people on enterprise networks, and they will need strict identity governance.</p><p style=\"text-align: left;\">Agent identity security came into even sharper focus after last week's earnings report from <a href=\"https://laohu8.com/S/OKTA\">Okta</a>, one of the leaders in identity security. Sales upside potential from its agent identity software drove the stock up 30% the next day. CyberArk has similar software, announced late last year. CyberArk's software will be integrated into Palo Alto's broad platform of security services.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palo Alto Reports Earnings as It Prepares for AI Security</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalo Alto Reports Earnings as It Prepares for AI Security\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-06-02 14:03</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Cybersecurity company <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> reports its third-quarter earnings on Tuesday afternoon as it spends the year integrating acquired companies. Like its nearest competitor, <a href=\"https://laohu8.com/S/CRWD\">CrowdStrike</a>, Palo Alto is building a suite of security services for the artificial-intelligence age to augment its platform.</p><p style=\"text-align: left;\">This year the company is likely to see outsized sales growth from the acquisitions, but reduced profit margin and share dilution should weigh on earnings. Wall Street analysts expect third-quarter adjusted earnings per share of 80 cents, flat with last year, on sales of $2.9 billion, up 29%.</p><p style=\"text-align: left;\">Key among the company's five AI-related acquisitions from the past year is identity-security company CyberArk, which Palo Alto agreed to acquire in a cash-and-stock deal announced last year that valued CyberArk at about $25 billion. The merger closed in February.</p><p style=\"text-align: left;\">AI brings a host of new security issues to enterprise networks. AI enables traditional cyberattacks to be carried out at greater scale and speed, and networks need to be hardened to address the threat. But the bigger issue may be AI agents, software that can use AI models to accomplish a complex series of tasks from simple conversational commands.</p><p style=\"text-align: left;\">In order to be useful, agents must be granted access to private data, web browsers, email, and other external communications. That also turns them into a new attack surface, with emerging classes of exploits such as prompt injection.</p><p style=\"text-align: left;\">One of the primary ways experts hope to lock down agents is through identity security. People on an enterprise network have their identities managed so that they have the privileges they need, and are blocked from everything else. For example, reporters at Barron's have access to editorial tools but are prevented from using financial software. If predictions are correct, agents will soon outnumber people on enterprise networks, and they will need strict identity governance.</p><p style=\"text-align: left;\">Agent identity security came into even sharper focus after last week's earnings report from <a href=\"https://laohu8.com/S/OKTA\">Okta</a>, one of the leaders in identity security. Sales upside potential from its agent identity software drove the stock up 30% the next day. CyberArk has similar software, announced late last year. CyberArk's software will be integrated into Palo Alto's broad platform of security services.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AIPO":"Defiance AI and Power Infrastructure ETF","PANW":"Palo Alto Networks","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","PALU":"2倍做多PANW ETF-Direxion","PALD":"1倍做空PANW ETF-Direxion","ARTY":"ISHARES FUTURE AI & TECH ETF","AGIX":"通用人工智能 ETF-AGIX","PANG":"2倍做多PANW ETF- Leverage Shares"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2640994445","content_text":"Cybersecurity company Palo Alto Networks reports its third-quarter earnings on Tuesday afternoon as it spends the year integrating acquired companies. Like its nearest competitor, CrowdStrike, Palo Alto is building a suite of security services for the artificial-intelligence age to augment its platform.This year the company is likely to see outsized sales growth from the acquisitions, but reduced profit margin and share dilution should weigh on earnings. Wall Street analysts expect third-quarter adjusted earnings per share of 80 cents, flat with last year, on sales of $2.9 billion, up 29%.Key among the company's five AI-related acquisitions from the past year is identity-security company CyberArk, which Palo Alto agreed to acquire in a cash-and-stock deal announced last year that valued CyberArk at about $25 billion. The merger closed in February.AI brings a host of new security issues to enterprise networks. AI enables traditional cyberattacks to be carried out at greater scale and speed, and networks need to be hardened to address the threat. But the bigger issue may be AI agents, software that can use AI models to accomplish a complex series of tasks from simple conversational commands.In order to be useful, agents must be granted access to private data, web browsers, email, and other external communications. That also turns them into a new attack surface, with emerging classes of exploits such as prompt injection.One of the primary ways experts hope to lock down agents is through identity security. People on an enterprise network have their identities managed so that they have the privileges they need, and are blocked from everything else. For example, reporters at Barron's have access to editorial tools but are prevented from using financial software. If predictions are correct, agents will soon outnumber people on enterprise networks, and they will need strict identity governance.Agent identity security came into even sharper focus after last week's earnings report from Okta, one of the leaders in identity security. Sales upside potential from its agent identity software drove the stock up 30% the next day. CyberArk has similar software, announced late last year. CyberArk's software will be integrated into Palo Alto's broad platform of security services.","news_type":1,"symbols_score_info":{"AGIX":1.5,"PALU":0.6,"CHAT":1.5,"PANW":2,"PALD":0.6,"PANG":0.6,"ARTY":1.5,"AIPO":1.5}},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}