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Wall Street Breakfast

Buyout buzz boosts SentinelOne

Wall Street Breakfast

Seeking Alpha

Business, Investing, Business News, News

3.8950 Ratings

🗓️ 22 July 2025

⏱️ 5 minutes

🧾️ Download transcript

Summary

SentinelOne (S) surges amid speculation Palo Alto Networks (PANW) may be in deal talks. (00:27) Indonesia plans $8 billion refinery contract with U.S. firm KBR after tariff cut to 19% - report. (01:12) Tesla’s (TSLA) retro-futuristic diner opens in Los Angeles as Musk eyes more locations. (01:54)

Episode transcripts seekingalpha.com/wsb.

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Transcript

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0:00.0

Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning.

0:08.0

Thanks for joining us on this Tuesday, July 22nd. I'm Julie Morgan.

0:13.6

Sentinel 1 is on our biggest movers list. A multi-billion dollar refinery deal could be brewing in Indonesia,

0:20.6

and Tesla's drive-in diner brings fried chicken flicks and a full charge.

0:27.5

Sentinel 1 closed the day Monday, nearly 10% higher and is up 2% in pre-market action.

0:34.2

The jump is from speculation in a report from Israel's calculus that Palo Alto networks

0:39.7

may be in talks to acquire the cybersecurity firm. Globes also reported citing industry sources

0:46.3

about the speculation of a combination and said a deal for Sentinel One could be valued at about

0:52.6

$7 billion. Palo Alto and Sentinel 1 told Seeking Alpha

0:57.2

separately that the companies don't comment on rumors or speculation. PANW has a market cap of 131 billion

1:05.7

while Sentinel 1 is valued at $6 billion. Palo Alto gained 2% on Monday.

1:12.8

Indonesia's sovereign wealth fund is set to sign an $8 billion

1:16.5

engineering procurement and construction contract with KBR.

1:21.4

According to a Reuters report that site source is familiar with the matter,

1:25.6

the agreement pending formal announcement aims to build

1:28.7

17 modular oil refineries across Indonesia. The report says is also part of a trade agreement

1:35.6

with the U.S. that reduce proposed U.S. tariffs on Indonesian goods from 32 to 19%. The initiative aims to enhance Indonesia's capacity to process domestic

1:47.5

and imported crude oil, reducing vulnerability to global fuel price changes. And if you're in

1:54.9

L.A., why not? Tesla's diner and drive-in officially opened at 4.20 p.m. Monday in Hollywood, California.

2:03.2

The restaurant has 80 V4 Supercharger stalls and a drive-in movie theater,

2:08.4

with audio synced directly to a Tesla speaker.

2:11.7

The location also serves up a full menu by chef Eric Greenspan,

...

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