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CSCO eyes security rebound as new AI-driven products and SASE advances fuel demand, despite a 4% revenue drop and rising competition.
Tesla Inc (NASDAQ:TSLA) stock is 2.7% higher to trade at $378.12 today, a strong start to a week.
CAMDEN, N.J., March 23, 2026 /PRNewswire/ -- The American Water Charitable Foundation, a philanthropic non-profit organization established by American Water (NYSE: AWK), the largest regulated water and wastewater utility company in the U.S., announced today that it has again donated $250,000 to the American Red Cross, continuing its membership in the Disaster Responder Program.
How AI is being used in cybersecurity risks are the prime focus for Palo Alto Networks (PANW), says the company's chief security intelligence officer, Wendi Whitmore. She explains how those behind cybersecurity threats are weaponizing AI and ways Palo Alto fends off digital attacks.
SoFi Technologies remains a high-quality fintech growth story, deserving a 'Buy' rating despite a 47% drawdown from all-time highs. SOFI's business model transition, rapid member growth, and capital-light LPB platform expansion underpin robust forward earnings potential and margin tailwinds. Management's insider buying, conservative guidance, and a PEG ratio near 0.5x suggest the market underappreciates SOFI's 20% EPS CAGR and risk/reward profile.
Bank of America's latest Asia supply chain checks suggest Apple Inc (NASDAQ:AAPL, XETRA:APC) is preparing to introduce its first foldable iPhone in 2026, as the firm reiterated its ‘Buy' rating while modestly lowering its price objective to $320 from $325. Shares traded hands at $252 on Monday afternoon.
Cloudflare remains my top cybersecurity pick, outperforming peers and the S&P 500, driven by robust fundamentals and heightened geopolitical risk. NET's accelerating revenue (34% YoY), expanding backlog (48%), and superior net retention (120%) highlight its competitive edge versus Zscaler and sector peers. I reiterate my 'buy' rating, targeting $300+ per share, justified by NET's expected EPS growth at 3.5x the S&P 500 and premium valuation.
U.S. stocks traded higher midway through trading, with the Nasdaq Composite gaining more than 350 points on Monday.
Paul Meeks believes it's "inevitable" Nvidia (NVDA) will lose market share as the AI trade develops, but expects it to grow into such a substantial market that Nvidia has more than enough room to thrive. He talks about innovations at the company's GTC 2026 conference and ways the stock will break out of its months-long consolidation.