CyberArk/Palo Alto Networks, Dayforce/Thoma Bravo among...

2025-12-26 14:34:06 ET More on CyberArk, Confluent, etc. Buy Confluent For The Attractive Arbitrage Spread, Buy IBM For Potential Hybrid Cloud Dominance IBM: The $11B Confluent Deal Changes The AI Growth Story Wall Street Breakfast Podcast: IBM Eyes Another AI Deal Cybersecurity platformers dominate 2025, but Morgan Stanley says others have opportunity in 2026 Palo Alto Networks sees bullish views at J.P. Morgan amid CyberArk acquisition Read the full article on Seeking Alpha For further details see: CyberArk/Palo Alto Networks, Dayforce/Thoma Bravo among good bets for deal close