TSP Weekly Tech Stock Update—Sep 20, 2025
This Week: Elliott discloses big Workday stake, CrowdStrike to deliver AIDR, Macquarie bullish on AVGO, Wedbush likes MDB, Monday shares rebound, ServiceNow's AI strategy, TEAM to acquire DX & more.
Hello from Rob…
—Shares of Palo Alto Networks (PANW, $208.19) are approaching the all-time high of $210.39 set on July 29. After gaining 6% this week, the stock has now rebounded 26% from the August 7 low of $165.21.
From late July into early August, Palo Alto shares pulled back sharply from the record high, a harsh overreaction to the CyberArk (CYBR, $490.64) buyout announcement.
*Inside This Issue: Apple Rallies on iPhone 17 Launch
—Paid subscribers will receive the October 2025 PDF of Tech-Stock Prospector (TSP #284) via email on Tuesday, October 7.
—Paid subscribers have access to the TSP Market Overview and TSP Portfolio Updates sections inside this issue.