Watch Palo Alto Networks, Intel, and More

The semiconductor sector might get a lift today after Palo Alto Networks (PANW) posted fiscal fourth-quarter results. PANW stock should open up by around 5%. The firm posted revenue of $2.5 billion, up by 16% Y/Y, for an adjusted earnings per share of $0.95. Palo Alto said that customers are spending to protect against modern threats. For Q1/2026, the firm is forecasting an EPS of $0.88 to $0.90.Risks remain on PANW stock. The P/E is 100.8 times, compared to the 11% effective growth rate. Watch CyberArk (CYBR) shares rising. Palo Alto is buying the firm for $25 billion.Confusion mounted for Intel (INTC) on Monday. Reports suggested that the Trump Administration take a 10% ownership in the firm. INTC closed at $23.66. The government will consider finding funds from the U.S. CHIPS and Science Act. The support is unusual, since Intel was already the biggest recipient of $10.9 billion from CHIP Act grants. However, the CEO announced plant building cancellations to cut costs.Watch for INTC to rise by around 5% this morning. Softbank (SFTBY) indicated confidence in the firm after markets closed on Monday. It will invest $2 billion, paying $23 a share.Tech stocks to consider in this space include Qualcomm (QCOM), AMD (AMD), and Broadcom (AVGO).