EPISODE · Jun 3, 2026 · 34 MIN
Oil Back at $97, Palo Alto Beats, and Are Boring Stocks the Next Trade?
from Rigatoni Capital Podcast · host Colin Santucci
Oil is back near $97 a barrel as US-Iran tensions flare up again. Palo Alto reported last night and beat on revenue with 31% year over year growth, though a GAAP net loss from non-cash acquisition charges is creating noise in the headlines. Tonight is a big one with Broadcom, CrowdStrike, and Veeva all reporting after the close. I also revisit the Alphabet $80 billion equity raise and why Greg Abel's $10 billion commitment at a discount is starting to feel less like a red flag and more like Berkshire making its AI partner official. I close with a genuinely interesting question from the Wall Street Journal this morning: are boring stocks due for a comeback? Financials, consumer staples, and energy are all worth watching if tech and semis take a breather here, and I walk through how I am thinking about that rotation.Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #PaloAlto #PANW #Broadcom #AVGO #CrowdStrike #CRWD #Google #Alphabet #GOOGL #Berkshire #BRK #OilPrices #Iran #Financials #XLF #EliLilly #LLY #stockanalysis #marketwatch #RigatoniCapital$PANW $AVGO $CRWD $GOOGL $BRK.B $LLY $GS $JPM $QQQ $XLF
What this episode covers
Oil is back near $97 a barrel as US-Iran tensions flare up again. Palo Alto reported last night and beat on revenue with 31% year over year growth, though a GAAP net loss from non-cash acquisition charges is creating noise in the headlines. Tonight is a big one with Broadcom, CrowdStrike, and Veeva all reporting after the close. I also revisit the Alphabet $80 billion equity raise and why Greg Abel's $10 billion commitment at a discount is starting to feel less like a red flag and more like Berkshire making its AI partner official. I close with a genuinely interesting question from the Wall Street Journal this morning: are boring stocks due for a comeback? Financials, consumer staples, and energy are all worth watching if tech and semis take a breather here, and I walk through how I am thinking about that rotation.Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #PaloAlto #PANW #Broadcom #AVGO #CrowdStrike #CRWD #Google #Alphabet #GOOGL #Berkshire #BRK #OilPrices #Iran #Financials #XLF #EliLilly #LLY #stockanalysis #marketwatch #RigatoniCapital$PANW $AVGO $CRWD $GOOGL $BRK.B $LLY $GS $JPM $QQQ $XLF
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Oil Back at $97, Palo Alto Beats, and Are Boring Stocks the Next Trade?
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