🔐 Palo Alto smashes earnings

What we’ll cover today:

⚡ Google pumps billions into TeraWulf to power AI with Bitcoin miners

🔐 Palo Alto smashes earnings and waves goodbye to its legendary CTO

💡 SaaS leaders weigh in on the future of AI rules

Google doubles down on Bitcoin miner TeraWulf 🚀

Google and TeraWulf are teaming up. Google boosted its stake to help expand TeraWulf’s big New York data center.

🚨Breaking News
Google hiked its stake in TeraWulf to 14%, backing $3.2B funding for AI-ready Bitcoin-powered data centers in New York.

⚡Wire Simplified

• TeraWulf stock jumped nearly 90% in a week

• Google invested $1.4B more, raising its stake to 14%

• Huge data center expansion at Lake Mariner in New York

• Deals with Fluidstack add $6.7B to $16B in revenue

• Operations start late 2026 with over 360 MW of power

✔️Straight to the Point
Google is betting big on Bitcoin miners becoming AI landlords. If successful, TeraWulf could be the crypto cloud crossover.

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Palo Alto Networks delivers strong earnings and a leadership shake-up 🔐

Palo Alto Networks, the cybersecurity giant, surprised Wall Street with strong earnings while its legendary founder CTO Nir Zuk retires.

🚨Breaking News
Palo Alto stock jumped 6% after beating earnings estimates, offering upbeat guidance, and announcing CTO Nir Zuk’s retirement.

⚡Wire Simplified

• Revenue hit $2.54B, up 16% year over year

• Guidance for 2026 beats Wall Street’s expectations

• Founder and CTO Nir Zuk retiring after 20 years

• Big $25B CyberArk deal still hangs over investors

• Stock is down 3% this year despite strong Q4

✔️Straight to the Point
Palo Alto is making money and bold acquisitions but Zuk’s exit plus CyberArk risk leaves investors excited yet cautious.

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