Palo Alto Networks RPO Push

Plus, Intel's SoftBank lifeline.

August 19, 2025

Today is Tuesday, August 19, 2025.

The Early Bird Index today is 91.69

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PRESENTED BY OSISKO DEVELOPMENT CORP

This Gold Development Player Is Narrowing a Major Valuation Gap

Osisko Development Corp. (NYSE/TSX-V: ODV) is a North American gold development company focused on revitalizing historic, past-producing mining camps in mining-friendly jurisdictions.

📊 Osisko’s Cariboo Gold Project generates an after-tax NPV of approximately C$1 billion, based on a $2,400/oz gold price assumption disclosed in the company’s technical report. As of June 2025, Osisko’s market capitalization remains significantly below that figure—highlighting a potential valuation disconnect, especially at spot gold prices of >$3,300/oz.

🏗️ The Cariboo Project is 100%-owned, permitted, and advancing toward construction, with first gold targeted for 2027, subject to securing project financing in H2 2025.

🏦 The company reported C$77 million in cash on hand (Q1 2025), and is focused on delivering on a construction package for Cariboo in 2025.

🌎 Additional growth exposure includes the Tintic Project in Utah and the San Antonio Project in Mexico—both past-producing districts with upside potential.

Palo Alto Networks RPO Push

Cybersecurity company Palo Alto Networks $PANW ( ▼ 0.52% ) jumped 4.90% in after-hours trading on Monday after reporting strong financial earnings results.

Financials: Palo Alto Networks reported earnings of 95 cents per share and revenue of $2.5 billion in the past quarter. Both were better than expected.

Powering the Story: The company’s RPO (Remaining Performance Obligation) grew 24% in the past quarter. Palo Alto Networks expects a 23% increase in the current quarter.

Quote: “We exited fiscal year 2025 with an acceleration in RPO, and surpassed the $10 billion revenue run-rate milestone, positioning ourselves well for sustained growth ahead.” - Nikesh Arora, chairman and CEO.

Early Bird’s Nest Egg Gains: RPO is viewed as important for Palo Alto Networks because it provides visibility into future revenue the company has already contracted but not yet recognized.

  • A rising RPO for Palo Alto Networks indicates robust signed business that will convert into future revenue, validates their platform and strategic initiatives, and signals long-term growth potential to both the company and its investors.

Final Thoughts: The overall financial outlook for the company was strong, suggesting that cybersecurity is an active industry right now.

Notables

Notable Earnings Today: Home Depot (NYSE: HD), Toll Brothers (NYSE: TOL), La-Z-Boy (NYSE: LZB), Medtronic (NYSE: MDT), ZTO Express (NYSE: ZTO), James Hardie (NYSE: JHX), Viking Holdings (NYSE: VIK), Jack Henry (Nasdaq: JKHY), Keysight (NYSE: KEYS), Premier (Nasdaq: PINC), Sociedad Quimica y Minera (NYSE: SQM), Amer Sports (NYSE: AS), Auna SA (NYSE: AUNA), Carlyle Credit Income Fund (NYSE: CCIF), Fluent (Nas daq: FLNT), Opera (Nasdaq: OPRA), XPeng (NYSE: XPEV).

Notable IPOs Today: Triumph Financial, Inc. (NYSE: TFIN).

Notable Equity Crowdfunding Campaigns Ending Today: Toro Bravo (StartEngine), GrownBy (Wefunder), HMDmd (StartEngine).

Notable Economic Events Today: Building Permits (8:30 a.m. ET), Housing Starts (8:30 a.m. ET), API Weekly Crude Oil Stock (4:30 p.m. ET).

Intel's SoftBank Lifeline

Intel $INTC ( ▼ 3.66% ) jumped 5.37% in after-hours trading on Monday after announcing that SoftBank is investing $2 billion in the chipmaker.

Details: Under the deal, SoftBank will pay $23 per share. The stock closed at $23.66 on Monday.

Final Thoughts: Intel’s stock is down 13% in the last 6 months.

The bad times continued for the electronic vehicle charging network Blink Charging $BLNK ( ▲ 9.56% ) on Monday. Mixed financial results sent the stock down 4.84% in after-hours trading.

Financials: Blink Charging reported a loss of 26 cents per share in the past quarter, which was worse than expected. It also reported revenue of $28.7 million, which was better than expected.

Powering the Story: The company blamed $16.5 million in one-time, non-cash charges for the missed results.

Final Thoughts: Blink Charging’s stock was already down 31% this year.

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The contents of Early Bird are intended for informational and entertainment purposes only. They do not constitute trade or investment recommendations and they are not financial or legal advice. Readers are encouraged to consult licensed professionals for personalized guidance regarding their financial or legal situations.