{"podcast":{"title":"Chip Stock Investor Podcast","slug":"chip-stock-investor-podcast-6441813","podcast_index_feed_id":6441813,"rss_url":"https://anchor.fm/s/e2cacf78/podcast/rss","website_url":"https://chipstockinvestor.com/","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/37949422/37949422-1745251328337-b57bc485b0f23.jpg","author":"Nicholas Rossolillo; Kasey Rossolillo","episode_count":488,"summary":"Semiconductors are the heart of the modern economy. These small devices that manipulate the flow of electricity run everything from our PCs and smartphones to our cars to manufacturing. The semiconductor industry is at an inflection point of renewed growth, powering new movements like generative AI and electric vehicles. The Chip Stock Investor Podcast explores how semiconductors work, and especially the business of chips. Follow Nicholas and Kasey to learn how chip technology has become the engine of the world, and how to invest in its growth.","last_synced_at":"2026-09-10T14:19:01.542886+00:00","page_url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813"},"episode":{"title":"Palo Alto Is Up 1,400% in a Decade — What Comes Next? (PANW FY2026)","slug":"palo-alto-is-up-1-400-in-a-decade-what-comes-next-panw-fy2026","published_at":"2026-09-02T14:41:35+00:00","page_url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/palo-alto-is-up-1-400-in-a-decade-what-comes-next-panw-fy2026","show_page_url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813","url":"https://podcasters.spotify.com/pod/show/chipstockinvestor/episodes/Palo-Alto-Is-Up-1-400-in-a-Decade--What-Comes-Next--PANW-FY2026-e3o7vkt","audio_url":"https://anchor.fm/s/e2cacf78/podcast/play/125090909/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-8-2%2F431034264-44100-2-98cbf6721c81f.mp3","summary":"Palo Alto Networks (PANW) has been flying high into the end of FY2026. After a decade-long 1,400% run — capped by a broader cybersecurity rally following the Anthropic "Mythos moment" in early 2026 — what comes next? Nick breaks down how Palo Alto expanded from network security into cloud security through acquisitions, including the completed CyberArk deal (identity and access management), plus newer moves into AI agent security (Console) and observability (Embrace, complementing Chronosphere). On the financials: FY2026 revenue rose 24% to nearly $11.5B, with growth accelerating after CyberArk, while GAAP net income fell on stock-based compensation and amortization. Free cash flow came in just over $4.1B. We close with the next-12-months outlook for PANW as cybersecurity needs intensify for companies adopting more AI. — Access the fiscal.ai research terminal and get 15% off your membership with our link: https://fiscal.ai/csi Live event — new research platform sneak peek: join us Monday, September 7, 2026 at 7:00 AM Pacific for a live look at the new Chip Stock Investor research platform. Zoom: https://chipstockinvestor.zoom.us/j/98264538517?pwd=Hu3DuPQooFYZa7tYujMzUQcrAOIk6L.1 — or catch it live and on replay on our YouTube livestream. All our socials: https://linktr.ee/chipstockinvestor If you're getting value from the show, follow so you don't miss the next one. — Disclosure: Some links above are affiliate links. If you buy something through them, we might earn a little coffee money — thanks for helping us (Kasey) fuel our caffeine addiction. Content in this episode is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted, and there is no guarantee…","meta_description":"Palo Alto Networks (PANW) has been flying high into the end of FY2026. After a decade-long 1,400% run — capped by a broader cybersecurity rally following…","key_points":[],"chapters":[],"topics":[],"duration_seconds":868,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/chip-stock-investor-podcast-6441813/episodes/palo-alto-is-up-1-400-in-a-decade-what-comes-next-panw-fy2026/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/chip-stock-investor-podcast-6441813/palo-alto-is-up-1-400-in-a-decade-what-comes-next-panw-fy2026.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}