Palo Alto Networks reported earnings that topped market expectations. CEO Nikesh Arora said rising enterprise cyber threats and the widespread adoption of artificial intelligence are providing the company with durable tailwinds. He added that AI-driven cybersecurity demand has become a key engine of growth.

Dell Technologies said demand for its AI servers is accelerating, with its backlog reaching $95 billion. The company reported strong earnings performance and raised its outlook. The update suggests enterprise investment in AI infrastructure remains elevated.