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• Tenable Holdings shares are trading higher after the company reported better-than-expected Q4 financial results and issued Q1 sales guidance above estimates. Also, the company issued FY26 adjusted EPS guidance above estimates. Benzinga
• When Strong Earnings Meet Crowded Markets SeekingAlpha

  In this article, Russ Koesterich looks at the strong second quarter earnings season and discusses why positioning mattered as much as fundamentals. Read more here.

• Palo Alto Networks Surges 3%, What's Going On? Benzinga

  Palo Alto Networks stock gains over 3% as the cybersecurity leader debuts its AI-powered Unit 42 security scanner and earns top analyst backing.

• What's Really Driving The Rise In Treasury Yields? SeekingAlpha

  More than 70% of the increase in 10-year Treasury yields since the end of February has come from higher expected real short-term rates and the real term premium. Read more here.

• AI Optimism Returns, Pushing Inflation Risks Into The Background SeekingAlpha

  Monday’s AI-fueled optimism spilled over to stocks generally. The SPDR S&P 500 ETF, for example, rallied to just below its record close from early August.