Nvidia sets Q2 earnings revenue guidance at $91 billion

Key Takeaways

NTT DATA and Palo Alto Networks Team Up on AI Security

NTT DATA and Palo Alto Networks have formed a global strategic alliance to help organizations securely adopt AI, modernize cybersecurity, and manage risks associated with Frontier AI. The partnership aims to combine Palo Alto Networks' AI-powered cybersecurity platforms with NTT DATA's consulting, engineering, and managed services. The goal is to target $1 billion in joint business by the end of 2029. The alliance will focus on six strategic transformation areas, including autonomous security operations centers, AI governance, identity security, Zero Trust and SASE, resilient cloud environments, and firewall modernization.

Palo Alto Networks and NTT Data Form AI Security Alliance

Palo Alto Networks and NTT Data have formed a multi-year global strategic alliance to deliver AI-focused enterprise security services. The partnership combines Palo Alto Networks' cybersecurity platforms with NTT Data's consulting, engineering, and managed services capabilities. The goal is to target $1 billion in joint business by the end of 2029. The alliance will focus on AI security and managed services, with over 2,000 Palo Alto Networks-certified professionals supporting the initiative.

Palo Alto Networks and NTT DATA Expand Partnership

Palo Alto Networks and NTT DATA have expanded their partnership into a three-year global strategic alliance focused on AI security and managed services. The goal is to target $1 billion in joint business by 2029. The alliance combines Palo Alto Networks' cybersecurity platforms with NTT DATA's consulting, engineering, and managed services capabilities. The partnership will focus on six strategic transformation areas, including autonomous security operations centers, AI governance, identity security, Zero Trust and SASE, resilient cloud environments, and firewall modernization.

Palo Alto Networks and NTT Data Target $1B in Joint AI Security Sales

Palo Alto Networks and NTT Data have teamed up to deliver AI-focused enterprise security services, targeting $1 billion in joint business by the end of 2029. The partnership combines Palo Alto Networks' AI-powered cybersecurity platforms with NTT Data's consulting, engineering, and managed services capabilities. The goal is to provide customers with a single, integrated security platform and have a global service provider running it.

NTT DATA and Palo Alto Networks Sign Global Strategic Alliance

NTT DATA and Palo Alto Networks have signed a multi-year strategic alliance to help organizations securely adopt AI, modernize cybersecurity, and manage risks associated with Frontier AI. The partnership aims to combine Palo Alto Networks' AI-powered cybersecurity platforms with NTT DATA's consulting, engineering, and managed services. The goal is to target $1 billion in joint business by the end of 2029.

What Is Palo Alto Networks' AI Security Push?

Palo Alto Networks has announced a multi-year global alliance with NTT DATA to support secure AI transformation for enterprises worldwide. The partnership combines Palo Alto Networks' AI-powered cybersecurity platforms with NTT DATA's consulting, engineering, and managed services capabilities. The goal is to provide enterprises with a comprehensive security solution that combines the strengths of both companies.

Nvidia Stock Has One Week to Prove the AI Spending Boom Is Still Alive

Nvidia is set to report its Q2 earnings, with revenue guidance of $91 billion, nearly double last year's result. The company's CEO, Jensen Huang, has staked his reputation on reaching $1 trillion in Blackwell and Rubin revenue from 2025 through 2027. The report will be a referendum on the AI infrastructure buildout and Nvidia's position in the market.

Broadcom's AI Boom: Is a 2x Stock Gain Still Within Reach?

Broadcom's stock has pulled back 12.88% over the past week, despite a strong Q2 FY2026 report. The company's management expects $56 billion of fiscal 2026 AI revenue, then in excess of $100 billion in fiscal 2027. The AI boom could not have come at a more welcome time, as it offsets a cyclical downturn in Broadcom's biggest and most famous business line.

5 Interesting Startup Deals You May Have Missed: AI For Everything From Recycling To Breathing To Winning

Several startups have recently raised funding for AI-related projects, including a company that applies AI to trash or recycling, a company that helps robots navigate underground mines, and a company that uses AI to help people breathe and sleep better.

3 AI Chip Stocks Down 15% or More to Buy Right Now

Three AI chip stocks, including Broadcom Inc., Advanced Micro Devices Inc., and SK Hynix Inc., have fallen by 15% or more in the past week, making them attractive buys on the dip. These stocks have been trading in a tight range for the past few months, and their recent decline could be a buying opportunity.

New AI literacy course takes VCU students behind the screen

Virginia Commonwealth University has introduced a new course, HUMS 204: AI Literacy, which provides students with a beginner-friendly overview of artificial intelligence. The course examines what AI is, how it works, and the tools needed to address the questions and challenges that its use can pose.

MAHA warns Trump against coal-powered data centers

The Sierra Club and the Natural Resources Defense Council have filed an appeal to warn the Trump administration against supporting coal-powered data centers. The groups argue that coal-powered data centers are a threat to the environment and public health.

GitLab (GTLB) Could Be 24% Above Fair Value After Its AI Security Updates

GitLab has introduced new AI and security updates, including a dedicated AI gateway, a new Secrets Manager, and tools aimed at automating vulnerability triage. These upgrades are expected to further enhance GitLab's position in the market, potentially leading to a 24% increase above fair value.

Deere Gets Rolling as AI Buildout Fuels Construction Sales Boom

Deere's construction and forestry sales rose 18% to $3.6 billion, driven by the AI boom. The company's industry outlook forecasts large agriculture equipment volumes may fall 20% this year, while construction equipment demand grows.

Cerebras Systems (CBRS) Says Its New CS 4 Runs AI Inference 30x Faster

Cerebras Systems has launched its next-generation CS-4 rack-scale AI accelerator, which features a new architecture for large-scale inference workloads. The CS-4 is reported to run AI inference 30 times faster per user compared with GPU-based solutions.

DeepSeek Creates New Headache for AI Stocks

DeepSeek has launched a new multimodal model that approaches Anthropic's Opus 4.8, potentially pressuring the economics of premium AI models. The model is reported to make a significant jump in visual capabilities and could intensify model-price compression.

Sources

• NTT DATA & Palo Alto Networks: Targeting AI Security Risks
• NTT Data and Palo Alto Networks form global AI security alliance
• NTT DATA, Palo Alto Networks Expand AI Security Alliance
• Palo Alto Networks and NTT Data target $1B in joint AI security sales with new managed offerings
• NTT DATA and Palo Alto Networks Sign Global Strategic Alliance to Accelerate Secure AI Transformation
• What Is Palo Alto Networks (PANW) Signaling With Its New AI Security Push?
• Nvidia Stock Has One Week to Prove the AI Spending Boom Is Still Alive
• Broadcom’s AI Boom: Is a 2x Stock Gain Still Within Reach?
• 5 Interesting Startup Deals You May Have Missed: AI For Everything From Recycling To Breathing To Winning...
• 3 AI Chip Stocks Down 15% or More to Buy Right Now
• New AI literacy course takes VCU students behind the screen
• MAHA warns Trump against coal-powered data centers
• GitLab (GTLB) Could Be 24% Above Fair Value After Its AI Security Updates
• Deere Gets Rolling as AI Buildout Fuels Construction Sales Boom
• Cerebras Systems (CBRS) Says Its New CS 4 Runs AI Inference 30x Faster
• DeepSeek Creates New Headache for AI Stocks