# Palo Alto, Dell y las Tasas: el Panorama del Mercado

Page: https://stenobird.com/podcast/market-insights-3596811/palo-alto-dell-y-las-tasas-el-panorama-del-mercado
Text version: https://stenobird.com/podcast/market-insights-3596811/palo-alto-dell-y-las-tasas-el-panorama-del-mercado.md
Podcast: [Market Insights](https://stenobird.com/podcast/market-insights-3596811)
Published: 2026-09-02T13:27:18+00:00
Episode link: https://podcasters.spotify.com/pod/show/insigneo-technology/episodes/Palo-Alto--Dell-y-las-Tasas-el-Panorama-del-Mercado-e3o7tb5
Audio file: https://anchor.fm/s/4b564b04/podcast/play/125088549/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-8-2%2F431030969-44100-2-38a14366c21d7.m4a
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JSON: https://stenobird.com/v1/public/podcasts/market-insights-3596811/episodes/palo-alto-dell-y-las-tasas-el-panorama-del-mercado
Duration seconds: 1143

## Resource

En el episodio de hoy Juan Manuel de los Reyes y Valentina Orduz analizaron los reportes corporativos de Palo Alto Networks, que aunque superó expectativas en ingresos y ganancias cayó después del reporte. Luego hablaron sobre el reporte de Dell, que sorprendió con un trimestre impulsado por la demanda de IA y elevó con fuerza su guía anual. Finalizaron con el mercado de bonos, donde los rendimientos del Tesoro siguen subiendo.

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## Transcript

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