Inside the scramble to contain the largest crypto heist in history

Fortinet: 3 Key Takeaways for Long-Term Investors

Large enterprise deals are accelerating, prompting management to raise full-year 2026 guidance for the third time this year.

• Fortinet revised full-year billings guidance due to AI threat demand
• SASE billings grew 31% YoY, merging networking and cloud security
• Operational technology billings surged 40%, addressing OT security concerns

2h ago ·fool.com

I Graded Microsoft's Latest Report on 3 Things. Here's My Verdict on the Stock.

Azure grew faster than management's own forecast. Is that enough to make the stock a buy around $530?

• Microsoft's Q1 2027 revenue grew 19% to $92.3 billion
• Azure's revenue surged 48% year-over-year, beating forecast
• Capital expenditures rose 25% to $45.2 billion, impacting cash flow

2h ago ·fool.com

EPR Properties: 3 Key Takeaways for Long-Term Investors

Relationship-driven sourcing and premium theater formats are preserving entry yields and outperformance even as the company diversifies away from standard cinema.

2h ago ·fool.com

Otis: 3 Key Takeaways for Long-Term Investors

Recurring service revenue and expanding modernization backlogs create a cash flow moat against construction cycles.

2h ago ·fool.com