Stocks Jump Ahead of Key Earnings Reports

The stock market surged on Monday as investors looked ahead to a wave of corporate earnings, closely watching for updates on U.S.-China trade talks and the postponed release of key inflation data.

Overall, S&P 500 climbed 1.1% to 6,735, while NASDAQ jumped 1.4% to 22,991.

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Chart of the Day

Here is the ten-year chart of Palo Alto Networks (PANW) as of September 18, 2025, when the stock was at $206.

Palo Alto Networks is acquiring CyberArk, a leading Israeli information security company that specializes in identity management and privileged access management (PAM) solutions. CyberArk’s reach extends to over 8 million privileged end-users and over 50% of the Fortune 500.

David Sharek, Founder of School of Hard Stocks, used to own CyberArk stock around 10-20 years ago. It was a cybersecurity leader at that time.

Palo Alto Networks’ management believes CyberArk will accelerate the company’s platformization strategy.

PANW is part of our Growth Portfolio. The stock seems fairly valued here so it is a small position.

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