Wednesday, November 19, 2025
Market indexes had been a bit rangebound right now, ending within the inexperienced however at decrease ranges than at which they began the buying and selling session. The Dow closed up +47 factors, +0.10%, whereas the S&P 500 was up +24 factors, +0.38%. The Nasdaq completed the day +131 factors, +0.59%, and the small-cap Russell 2000 dipped simply into the crimson as of the closing bell: -0.86 factors, -0.04% — name it breakeven.
A Story of Two Tech Giants: NVDA and PANW
Reporting earnings after right now’s shut are two of the largest tech corporations of their selective niches, NVIDIA NVDA and Palo Alto Networks PANW. In NVIDIA’s case, their “area of interest” is mainly every part AI infrastructure touches — which works a great distance towards explaining the way it has wound up with a market cap of $4.5 trillion — whereas for Palo Alto it’s a cybersecurity play.
Each corporations beat estimates on their backside strains: NVIDIA reported Q3 earnings of $1.30 per share versus $1.24 anticipated; Palo Alto made it to 94 cents per share in its fiscal Q1 versus projections for 89 cents. High-lines had been $57.0 billion for NVIDIA — a brand new all-time report excessive — and $2.50 billion for PANW. Steering for subsequent quarter and the total fiscal yr had been additionally raised for each corporations.
Just about, that’s the place the similarities finish. As a result of whereas Palo Alto Networks grew revenues by +16% yr over yr for the quarter, NVIDIA — bear in mind, the biggest firm by market cap the world has ever seen — grew revenues +62% from final yr’s Q3. Non-GAAP gross margins for the semiconductor big reached an astounding +73.6%, with an outperformance in its Blackwell chips that not all analysts anticipated.
Thus, NVIDIA shares are up +4.5% at this hour within the late session. Palo Alto’s are -3.0% at the moment. This isn’t to say PANW upset in any means on this quarterly report, however at 54x earnings, it didn’t precisely blow the doorways off expectations. However that’s what NVIDIA did, with report $51.2 billion in its Information Middle phase, which amounted to +25% development quarter over quarter, and +66% yr over yr. Gaming was down -1% to $4.3 billion quarter over quarter, however that’s nonetheless +30% from a yr in the past.
Each corporations signify one of the best the twenty first century has to supply to this point. Each are, naturally, primarily based in Silicon Valley however signify a world phase of expertise development. However when it comes right down to it, for now and into the foreseeable future, there’s nonetheless just one NVIDIA.
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NVIDIA Company (NVDA) : Free Inventory Evaluation Report
Palo Alto Networks, Inc. (PANW) : Free Inventory Evaluation Report
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