The Latest Breaking News from Gregg Moskowitz

Palo Alto Networks Inc.’s (NASDAQ: PANW) stock climbed Monday after the Santa Clara, California-based company reported strong quarterly earnings and announced a 3-for-1 stock split.

Mizuho analyst Gregg Moskowitz recently hosted a conference call with a senior account executive at a large tech transformation vendor.  The expert cited a generally softer demand environment in April and May due to macro challenges. He became bullish in recent months, characterized by solid demand in June and July. 

Microsoft Corp (NASDAQ:MSFT) updated its Q4 and FY23 guidance due to recent unfavorable currency headwinds.  Microsoft cited an incremental $460 million headwind from FX to its total revenue guidance issued in late April, representing slightly less than a 100bps delta on total revenue.  Microsoft now expects revenue of $51.94 billion - $52.74 billion…

CrowdStrike Holdings Inc (NASDAQ: CRWD) shares traded down by 6.2% on Friday after the company reported a first-quarter earnings beat and raised its full-year guidance.

Salesforce Inc (NYSE: CRM) shares jumped Wednesday morning after the company reported first-quarter earnings and raised its profit forecast.

Snowflake Inc (NYSE: SNOW) reported a first-quarter loss of 53 cents per share Wednesday on revenues of $422.4 million. Here's what the Street has to say. 

After attending its investor day meet, analysts offered their views on ServiceNow, Inc (NYSE: NOW). 

Although Cyberark Software Ltd (NASDAQ: CYBR) reported disappointing first-quarter revenue of $127.6 million, its earnings were better than Street ex