EPISODE · Jun 3, 2026 · 7 MIN
PANW Dips into CRWD Earnings & Why Cybersecurity Gains Investor Interest
from Schwab Network · host Schwab Network
Quantum Xchange's Eddy Zervigon and Datavault AI's (DVLT) Nathaniel Bradley discuss Palo Alto Networks' (PANW) post-earnings dip despite beating earnings. Eddy says the numbers were impressive and expects agentic AI's threat to tech a tailwind for the company. Nathaniel backs Eddy's point by saying less skilled hackers can issue cyberattacks, adding to the need for cybersecurity firms. He also says CrowdStrike (CRWD) is their only rival in the approach of comprehensive platforms. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
What this episode covers
Quantum Xchange's Eddy Zervigon and Datavault AI's (DVLT) Nathaniel Bradley discuss Palo Alto Networks' (PANW) post-earnings dip despite beating earnings. Eddy says the numbers were impressive and expects agentic AI's threat to tech a tailwind for the company. Nathaniel backs Eddy's point by saying less skilled hackers can issue cyberattacks, adding to the need for cybersecurity firms. He also says CrowdStrike (CRWD) is their only rival in the approach of comprehensive platforms. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
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PANW Dips into CRWD Earnings & Why Cybersecurity Gains Investor Interest
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