http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Thu, 22 Oct 2026 08:32:25 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/General+News/Deutsche+Bank+names+three+stocks+as+standouts+as+AI+usage+grows/27219667.html <p>Investing.com -- Deutsche Bank said rising artificial intelligence token usage is creating new growth opportunities across technology, with infrastructure and cybersecurity companies best positioned to benefit as AI adoption accelerates. </p><p>Snowflake, CrowdStrike and Palo Alto Networks stand out among the potential beneficiaries, as companies closest to the AI token stream capture the greatest incremental gains and expanding data flows, digital identities and attack surfaces support demand for cybersecurity solutions, Deutsche Bank said following meetings with technology companies and industry participants in the San Francisco Bay Area.</p><p>Application software vendors are also adapting their strategies, including through headless architectures, to participate more http://www.streetinsider.com/General+News/Deutsche+Bank+names+three+stocks+as+standouts+as+AI+usage+grows/27219667.html Thu, 22 Oct 2026 08:32:25 -0400 CRWD PANW SNOW http://www.streetinsider.com/Investing/Deutsche+Bank+names+three+stocks+as+standouts+as+AI+usage+grows/27219667.html <p>Investing.com -- Deutsche Bank said rising artificial intelligence token usage is creating new growth opportunities across technology, with infrastructure and cybersecurity companies best positioned to benefit as AI adoption accelerates. </p><p>Snowflake, CrowdStrike and Palo Alto Networks stand out among the potential beneficiaries, as companies closest to the AI token stream capture the greatest incremental gains and expanding data flows, digital identities and attack surfaces support demand for cybersecurity solutions, Deutsche Bank said following meetings with technology companies and industry participants in the San Francisco Bay Area.</p><p>Application software vendors are also adapting their strategies, including through headless architectures, to participate more http://www.streetinsider.com/Investing/Deutsche+Bank+names+three+stocks+as+standouts+as+AI+usage+grows/27219667.html Thu, 22 Oct 2026 08:32:25 -0400 CRWD PANW SNOW http://www.streetinsider.com/General+News/Deutsche+Bank+names+three+stocks+as+standouts+as+AI+usage+grows/27219667.html <p>Investing.com -- Deutsche Bank said rising artificial intelligence token usage is creating new growth opportunities across technology, with infrastructure and cybersecurity companies best positioned to benefit as AI adoption accelerates. </p><p>Snowflake, CrowdStrike and Palo Alto Networks stand out among the potential beneficiaries, as companies closest to the AI token stream capture the greatest incremental gains and expanding data flows, digital identities and attack surfaces support demand for cybersecurity solutions, Deutsche Bank said following meetings with technology companies and industry participants in the San Francisco Bay Area.</p><p>Application software vendors are also adapting their strategies, including through headless architectures, to participate more http://www.streetinsider.com/General+News/Deutsche+Bank+names+three+stocks+as+standouts+as+AI+usage+grows/27219667.html Thu, 22 Oct 2026 08:32:25 -0400 CRWD PANW SNOW http://www.streetinsider.com/Investing/Deutsche+Bank+names+three+stocks+as+standouts+as+AI+usage+grows/27219667.html <p>Investing.com -- Deutsche Bank said rising artificial intelligence token usage is creating new growth opportunities across technology, with infrastructure and cybersecurity companies best positioned to benefit as AI adoption accelerates. </p><p>Snowflake, CrowdStrike and Palo Alto Networks stand out among the potential beneficiaries, as companies closest to the AI token stream capture the greatest incremental gains and expanding data flows, digital identities and attack surfaces support demand for cybersecurity solutions, Deutsche Bank said following meetings with technology companies and industry participants in the San Francisco Bay Area.</p><p>Application software vendors are also adapting their strategies, including through headless architectures, to participate more http://www.streetinsider.com/Investing/Deutsche+Bank+names+three+stocks+as+standouts+as+AI+usage+grows/27219667.html Thu, 22 Oct 2026 08:32:25 -0400 CRWD PANW SNOW http://www.streetinsider.com/General+News/Deutsche+Bank+names+three+stocks+as+standouts+as+AI+usage+grows/27219667.html <p>Investing.com -- Deutsche Bank said rising artificial intelligence token usage is creating new growth opportunities across technology, with infrastructure and cybersecurity companies best positioned to benefit as AI adoption accelerates. </p><p>Snowflake, CrowdStrike and Palo Alto Networks stand out among the potential beneficiaries, as companies closest to the AI token stream capture the greatest incremental gains and expanding data flows, digital identities and attack surfaces support demand for cybersecurity solutions, Deutsche Bank said following meetings with technology companies and industry participants in the San Francisco Bay Area.</p><p>Application software vendors are also adapting their strategies, including through headless architectures, to participate more http://www.streetinsider.com/General+News/Deutsche+Bank+names+three+stocks+as+standouts+as+AI+usage+grows/27219667.html Thu, 22 Oct 2026 08:32:25 -0400 CRWD PANW SNOW http://www.streetinsider.com/Investing/Deutsche+Bank+names+three+stocks+as+standouts+as+AI+usage+grows/27219667.html <p>Investing.com -- Deutsche Bank said rising artificial intelligence token usage is creating new growth opportunities across technology, with infrastructure and cybersecurity companies best positioned to benefit as AI adoption accelerates. </p><p>Snowflake, CrowdStrike and Palo Alto Networks stand out among the potential beneficiaries, as companies closest to the AI token stream capture the greatest incremental gains and expanding data flows, digital identities and attack surfaces support demand for cybersecurity solutions, Deutsche Bank said following meetings with technology companies and industry participants in the San Francisco Bay Area.</p><p>Application software vendors are also adapting their strategies, including through headless architectures, to participate more http://www.streetinsider.com/Investing/Deutsche+Bank+names+three+stocks+as+standouts+as+AI+usage+grows/27219667.html Thu, 22 Oct 2026 08:32:25 -0400 CRWD PANW SNOW http://www.streetinsider.com/General+News/PHP+patches+critical+flaw+hitting+70%25+of+websites%3B+Cloudflare%2C+others+surge/27214797.html <p data-pm-slice="1 1 []">Investing.com -- PHP released emergency patches today fixing two critical remote code execution vulnerabilities rated CVSS v4.0 9.2, affecting every web server running PHP 5.4 or later — a population spanning an estimated 70% of the world's websites.</p><p>The flaws, collectively dubbed PHP2Shell (CVE-2026-109618 and CVE-2026-109619), were patched in four simultaneous releases: versions 8.5.12, 8.4.27, 8.3.36 and 8.2.35.</p><p><span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Cloudflare</span></span> Inc (NYSE: NET) is one stock most exposed to this crisis: its Web Application Firewall is the frontline commercial barrier between attackers and millions of PHP sites, and the stock is trading at $307.79, up $16.10 (+5.52%) http://www.streetinsider.com/General+News/PHP+patches+critical+flaw+hitting+70%25+of+websites%3B+Cloudflare%2C+others+surge/27214797.html Wed, 21 Oct 2026 10:42:25 -0400 CRWD NET PANW http://www.streetinsider.com/Investing/PHP+patches+critical+flaw+hitting+70%25+of+websites%3B+Cloudflare%2C+others+surge/27214797.html <p data-pm-slice="1 1 []">Investing.com -- PHP released emergency patches today fixing two critical remote code execution vulnerabilities rated CVSS v4.0 9.2, affecting every web server running PHP 5.4 or later — a population spanning an estimated 70% of the world's websites.</p><p>The flaws, collectively dubbed PHP2Shell (CVE-2026-109618 and CVE-2026-109619), were patched in four simultaneous releases: versions 8.5.12, 8.4.27, 8.3.36 and 8.2.35.</p><p><span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Cloudflare</span></span> Inc (NYSE: NET) is one stock most exposed to this crisis: its Web Application Firewall is the frontline commercial barrier between attackers and millions of PHP sites, and the stock is trading at $307.79, up $16.10 (+5.52%) http://www.streetinsider.com/Investing/PHP+patches+critical+flaw+hitting+70%25+of+websites%3B+Cloudflare%2C+others+surge/27214797.html Wed, 21 Oct 2026 10:42:25 -0400 CRWD NET PANW http://www.streetinsider.com/General+News/PHP+patches+critical+flaw+hitting+70%25+of+websites%3B+Cloudflare%2C+others+surge/27214797.html <p data-pm-slice="1 1 []">Investing.com -- PHP released emergency patches today fixing two critical remote code execution vulnerabilities rated CVSS v4.0 9.2, affecting every web server running PHP 5.4 or later — a population spanning an estimated 70% of the world's websites.</p><p>The flaws, collectively dubbed PHP2Shell (CVE-2026-109618 and CVE-2026-109619), were patched in four simultaneous releases: versions 8.5.12, 8.4.27, 8.3.36 and 8.2.35.</p><p><span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Cloudflare</span></span> Inc (NYSE: NET) is one stock most exposed to this crisis: its Web Application Firewall is the frontline commercial barrier between attackers and millions of PHP sites, and the stock is trading at $307.79, up $16.10 (+5.52%) http://www.streetinsider.com/General+News/PHP+patches+critical+flaw+hitting+70%25+of+websites%3B+Cloudflare%2C+others+surge/27214797.html Wed, 21 Oct 2026 10:42:25 -0400 CRWD NET PANW http://www.streetinsider.com/Investing/PHP+patches+critical+flaw+hitting+70%25+of+websites%3B+Cloudflare%2C+others+surge/27214797.html <p data-pm-slice="1 1 []">Investing.com -- PHP released emergency patches today fixing two critical remote code execution vulnerabilities rated CVSS v4.0 9.2, affecting every web server running PHP 5.4 or later — a population spanning an estimated 70% of the world's websites.</p><p>The flaws, collectively dubbed PHP2Shell (CVE-2026-109618 and CVE-2026-109619), were patched in four simultaneous releases: versions 8.5.12, 8.4.27, 8.3.36 and 8.2.35.</p><p><span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Cloudflare</span></span> Inc (NYSE: NET) is one stock most exposed to this crisis: its Web Application Firewall is the frontline commercial barrier between attackers and millions of PHP sites, and the stock is trading at $307.79, up $16.10 (+5.52%) http://www.streetinsider.com/Investing/PHP+patches+critical+flaw+hitting+70%25+of+websites%3B+Cloudflare%2C+others+surge/27214797.html Wed, 21 Oct 2026 10:42:25 -0400 CRWD NET PANW http://www.streetinsider.com/General+News/PHP+patches+critical+flaw+hitting+70%25+of+websites%3B+Cloudflare%2C+others+surge/27214797.html <p data-pm-slice="1 1 []">Investing.com -- PHP released emergency patches today fixing two critical remote code execution vulnerabilities rated CVSS v4.0 9.2, affecting every web server running PHP 5.4 or later — a population spanning an estimated 70% of the world's websites.</p><p>The flaws, collectively dubbed PHP2Shell (CVE-2026-109618 and CVE-2026-109619), were patched in four simultaneous releases: versions 8.5.12, 8.4.27, 8.3.36 and 8.2.35.</p><p><span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Cloudflare</span></span> Inc (NYSE: NET) is one stock most exposed to this crisis: its Web Application Firewall is the frontline commercial barrier between attackers and millions of PHP sites, and the stock is trading at $307.79, up $16.10 (+5.52%) http://www.streetinsider.com/General+News/PHP+patches+critical+flaw+hitting+70%25+of+websites%3B+Cloudflare%2C+others+surge/27214797.html Wed, 21 Oct 2026 10:42:25 -0400 CRWD NET PANW http://www.streetinsider.com/Investing/PHP+patches+critical+flaw+hitting+70%25+of+websites%3B+Cloudflare%2C+others+surge/27214797.html <p data-pm-slice="1 1 []">Investing.com -- PHP released emergency patches today fixing two critical remote code execution vulnerabilities rated CVSS v4.0 9.2, affecting every web server running PHP 5.4 or later — a population spanning an estimated 70% of the world's websites.</p><p>The flaws, collectively dubbed PHP2Shell (CVE-2026-109618 and CVE-2026-109619), were patched in four simultaneous releases: versions 8.5.12, 8.4.27, 8.3.36 and 8.2.35.</p><p><span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Cloudflare</span></span> Inc (NYSE: NET) is one stock most exposed to this crisis: its Web Application Firewall is the frontline commercial barrier between attackers and millions of PHP sites, and the stock is trading at $307.79, up $16.10 (+5.52%) http://www.streetinsider.com/Investing/PHP+patches+critical+flaw+hitting+70%25+of+websites%3B+Cloudflare%2C+others+surge/27214797.html Wed, 21 Oct 2026 10:42:25 -0400 CRWD NET PANW http://www.streetinsider.com/Options/Palo+Alto+Networks+%28PANW%29+call+put+ratio+1+call+to+1+put+amid+wide+price+movement/27212206.html <p>Palo Alto Networks (NASDAQ: PANW) 30-day option implied volatility is at 57; compared to its 52-week range of 25 to 78. Call put ratio 1 call to 1 put amid wide price movement.</p> http://www.streetinsider.com/Options/Palo+Alto+Networks+%28PANW%29+call+put+ratio+1+call+to+1+put+amid+wide+price+movement/27212206.html Wed, 21 Oct 2026 05:38:54 -0400 PANW http://www.streetinsider.com/AI/Evercore%3A+%27CRWD+and+PANW+are+seeing+the+strongest+traction+in+AI-driven+SecOps%27/27212016.html <p>Evercore: 'CRWD and PANW are seeing the strongest traction in AI-driven SecOps'.</p><p>The analyst comments "Our first round of cyber channel checks ahead of C3Q EPS reinforces our constructive view of the demand environment, with partners highlighting an AI-driven acceleration in activity heading into year-end, consistent with our latest cyber survey (see here). AI governance, identity, data security, and cyber resilience remain top spending priorities, with near-term AI security demand driven primarily by expansion within existing platforms as customers prepare for broader modernization efforts in CY27. Platform consolidation remains strong, supported by growing demand for integrated AI defense and SOC automation. http://www.streetinsider.com/AI/Evercore%3A+%27CRWD+and+PANW+are+seeing+the+strongest+traction+in+AI-driven+SecOps%27/27212016.html Wed, 21 Oct 2026 04:05:09 -0400 CHKP CRWD FTNT NET PANW ZS http://www.streetinsider.com/Analyst+Comments/Evercore%3A+%27CRWD+and+PANW+are+seeing+the+strongest+traction+in+AI-driven+SecOps%27/27212016.html <p>Evercore: 'CRWD and PANW are seeing the strongest traction in AI-driven SecOps'.</p><p>The analyst comments "Our first round of cyber channel checks ahead of C3Q EPS reinforces our constructive view of the demand environment, with partners highlighting an AI-driven acceleration in activity heading into year-end, consistent with our latest cyber survey (see here). AI governance, identity, data security, and cyber resilience remain top spending priorities, with near-term AI security demand driven primarily by expansion within existing platforms as customers prepare for broader modernization efforts in CY27. Platform consolidation remains strong, supported by growing demand for integrated AI defense and SOC automation. http://www.streetinsider.com/Analyst+Comments/Evercore%3A+%27CRWD+and+PANW+are+seeing+the+strongest+traction+in+AI-driven+SecOps%27/27212016.html Wed, 21 Oct 2026 04:05:09 -0400 CHKP CRWD FTNT NET PANW ZS http://www.streetinsider.com/AI/Evercore%3A+%27CRWD+and+PANW+are+seeing+the+strongest+traction+in+AI-driven+SecOps%27/27212016.html <p>Evercore: 'CRWD and PANW are seeing the strongest traction in AI-driven SecOps'.</p><p>The analyst comments "Our first round of cyber channel checks ahead of C3Q EPS reinforces our constructive view of the demand environment, with partners highlighting an AI-driven acceleration in activity heading into year-end, consistent with our latest cyber survey (see here). AI governance, identity, data security, and cyber resilience remain top spending priorities, with near-term AI security demand driven primarily by expansion within existing platforms as customers prepare for broader modernization efforts in CY27. Platform consolidation remains strong, supported by growing demand for integrated AI defense and SOC automation. http://www.streetinsider.com/AI/Evercore%3A+%27CRWD+and+PANW+are+seeing+the+strongest+traction+in+AI-driven+SecOps%27/27212016.html Wed, 21 Oct 2026 04:05:09 -0400 CHKP CRWD FTNT NET PANW ZS http://www.streetinsider.com/Analyst+Comments/Evercore%3A+%27CRWD+and+PANW+are+seeing+the+strongest+traction+in+AI-driven+SecOps%27/27212016.html <p>Evercore: 'CRWD and PANW are seeing the strongest traction in AI-driven SecOps'.</p><p>The analyst comments "Our first round of cyber channel checks ahead of C3Q EPS reinforces our constructive view of the demand environment, with partners highlighting an AI-driven acceleration in activity heading into year-end, consistent with our latest cyber survey (see here). AI governance, identity, data security, and cyber resilience remain top spending priorities, with near-term AI security demand driven primarily by expansion within existing platforms as customers prepare for broader modernization efforts in CY27. Platform consolidation remains strong, supported by growing demand for integrated AI defense and SOC automation. http://www.streetinsider.com/Analyst+Comments/Evercore%3A+%27CRWD+and+PANW+are+seeing+the+strongest+traction+in+AI-driven+SecOps%27/27212016.html Wed, 21 Oct 2026 04:05:09 -0400 CHKP CRWD FTNT NET PANW ZS http://www.streetinsider.com/AI/Evercore%3A+%27CRWD+and+PANW+are+seeing+the+strongest+traction+in+AI-driven+SecOps%27/27212016.html <p>Evercore: 'CRWD and PANW are seeing the strongest traction in AI-driven SecOps'.</p><p>The analyst comments "Our first round of cyber channel checks ahead of C3Q EPS reinforces our constructive view of the demand environment, with partners highlighting an AI-driven acceleration in activity heading into year-end, consistent with our latest cyber survey (see here). AI governance, identity, data security, and cyber resilience remain top spending priorities, with near-term AI security demand driven primarily by expansion within existing platforms as customers prepare for broader modernization efforts in CY27. Platform consolidation remains strong, supported by growing demand for integrated AI defense and SOC automation. http://www.streetinsider.com/AI/Evercore%3A+%27CRWD+and+PANW+are+seeing+the+strongest+traction+in+AI-driven+SecOps%27/27212016.html Wed, 21 Oct 2026 04:05:09 -0400 CHKP CRWD FTNT NET PANW ZS http://www.streetinsider.com/Analyst+Comments/Evercore%3A+%27CRWD+and+PANW+are+seeing+the+strongest+traction+in+AI-driven+SecOps%27/27212016.html <p>Evercore: 'CRWD and PANW are seeing the strongest traction in AI-driven SecOps'.</p><p>The analyst comments "Our first round of cyber channel checks ahead of C3Q EPS reinforces our constructive view of the demand environment, with partners highlighting an AI-driven acceleration in activity heading into year-end, consistent with our latest cyber survey (see here). AI governance, identity, data security, and cyber resilience remain top spending priorities, with near-term AI security demand driven primarily by expansion within existing platforms as customers prepare for broader modernization efforts in CY27. Platform consolidation remains strong, supported by growing demand for integrated AI defense and SOC automation. http://www.streetinsider.com/Analyst+Comments/Evercore%3A+%27CRWD+and+PANW+are+seeing+the+strongest+traction+in+AI-driven+SecOps%27/27212016.html Wed, 21 Oct 2026 04:05:09 -0400 CHKP CRWD FTNT NET PANW ZS http://www.streetinsider.com/AI/Evercore%3A+%27CRWD+and+PANW+are+seeing+the+strongest+traction+in+AI-driven+SecOps%27/27212016.html <p>Evercore: 'CRWD and PANW are seeing the strongest traction in AI-driven SecOps'.</p><p>The analyst comments "Our first round of cyber channel checks ahead of C3Q EPS reinforces our constructive view of the demand environment, with partners highlighting an AI-driven acceleration in activity heading into year-end, consistent with our latest cyber survey (see here). AI governance, identity, data security, and cyber resilience remain top spending priorities, with near-term AI security demand driven primarily by expansion within existing platforms as customers prepare for broader modernization efforts in CY27. Platform consolidation remains strong, supported by growing demand for integrated AI defense and SOC automation. http://www.streetinsider.com/AI/Evercore%3A+%27CRWD+and+PANW+are+seeing+the+strongest+traction+in+AI-driven+SecOps%27/27212016.html Wed, 21 Oct 2026 04:05:09 -0400 CHKP CRWD FTNT NET PANW ZS http://www.streetinsider.com/Analyst+Comments/Evercore%3A+%27CRWD+and+PANW+are+seeing+the+strongest+traction+in+AI-driven+SecOps%27/27212016.html <p>Evercore: 'CRWD and PANW are seeing the strongest traction in AI-driven SecOps'.</p><p>The analyst comments "Our first round of cyber channel checks ahead of C3Q EPS reinforces our constructive view of the demand environment, with partners highlighting an AI-driven acceleration in activity heading into year-end, consistent with our latest cyber survey (see here). AI governance, identity, data security, and cyber resilience remain top spending priorities, with near-term AI security demand driven primarily by expansion within existing platforms as customers prepare for broader modernization efforts in CY27. Platform consolidation remains strong, supported by growing demand for integrated AI defense and SOC automation. http://www.streetinsider.com/Analyst+Comments/Evercore%3A+%27CRWD+and+PANW+are+seeing+the+strongest+traction+in+AI-driven+SecOps%27/27212016.html Wed, 21 Oct 2026 04:05:09 -0400 CHKP CRWD FTNT NET PANW ZS http://www.streetinsider.com/AI/Evercore%3A+%27CRWD+and+PANW+are+seeing+the+strongest+traction+in+AI-driven+SecOps%27/27212016.html <p>Evercore: 'CRWD and PANW are seeing the strongest traction in AI-driven SecOps'.</p><p>The analyst comments "Our first round of cyber channel checks ahead of C3Q EPS reinforces our constructive view of the demand environment, with partners highlighting an AI-driven acceleration in activity heading into year-end, consistent with our latest cyber survey (see here). AI governance, identity, data security, and cyber resilience remain top spending priorities, with near-term AI security demand driven primarily by expansion within existing platforms as customers prepare for broader modernization efforts in CY27. Platform consolidation remains strong, supported by growing demand for integrated AI defense and SOC automation. http://www.streetinsider.com/AI/Evercore%3A+%27CRWD+and+PANW+are+seeing+the+strongest+traction+in+AI-driven+SecOps%27/27212016.html Wed, 21 Oct 2026 04:05:09 -0400 CHKP CRWD FTNT NET PANW ZS http://www.streetinsider.com/Analyst+Comments/Evercore%3A+%27CRWD+and+PANW+are+seeing+the+strongest+traction+in+AI-driven+SecOps%27/27212016.html <p>Evercore: 'CRWD and PANW are seeing the strongest traction in AI-driven SecOps'.</p><p>The analyst comments "Our first round of cyber channel checks ahead of C3Q EPS reinforces our constructive view of the demand environment, with partners highlighting an AI-driven acceleration in activity heading into year-end, consistent with our latest cyber survey (see here). AI governance, identity, data security, and cyber resilience remain top spending priorities, with near-term AI security demand driven primarily by expansion within existing platforms as customers prepare for broader modernization efforts in CY27. Platform consolidation remains strong, supported by growing demand for integrated AI defense and SOC automation. http://www.streetinsider.com/Analyst+Comments/Evercore%3A+%27CRWD+and+PANW+are+seeing+the+strongest+traction+in+AI-driven+SecOps%27/27212016.html Wed, 21 Oct 2026 04:05:09 -0400 CHKP CRWD FTNT NET PANW ZS http://www.streetinsider.com/AI/Evercore%3A+%27CRWD+and+PANW+are+seeing+the+strongest+traction+in+AI-driven+SecOps%27/27212016.html <p>Evercore: 'CRWD and PANW are seeing the strongest traction in AI-driven SecOps'.</p><p>The analyst comments "Our first round of cyber channel checks ahead of C3Q EPS reinforces our constructive view of the demand environment, with partners highlighting an AI-driven acceleration in activity heading into year-end, consistent with our latest cyber survey (see here). AI governance, identity, data security, and cyber resilience remain top spending priorities, with near-term AI security demand driven primarily by expansion within existing platforms as customers prepare for broader modernization efforts in CY27. Platform consolidation remains strong, supported by growing demand for integrated AI defense and SOC automation. http://www.streetinsider.com/AI/Evercore%3A+%27CRWD+and+PANW+are+seeing+the+strongest+traction+in+AI-driven+SecOps%27/27212016.html Wed, 21 Oct 2026 04:05:09 -0400 CHKP CRWD FTNT NET PANW ZS http://www.streetinsider.com/Analyst+Comments/Evercore%3A+%27CRWD+and+PANW+are+seeing+the+strongest+traction+in+AI-driven+SecOps%27/27212016.html <p>Evercore: 'CRWD and PANW are seeing the strongest traction in AI-driven SecOps'.</p><p>The analyst comments "Our first round of cyber channel checks ahead of C3Q EPS reinforces our constructive view of the demand environment, with partners highlighting an AI-driven acceleration in activity heading into year-end, consistent with our latest cyber survey (see here). AI governance, identity, data security, and cyber resilience remain top spending priorities, with near-term AI security demand driven primarily by expansion within existing platforms as customers prepare for broader modernization efforts in CY27. Platform consolidation remains strong, supported by growing demand for integrated AI defense and SOC automation. http://www.streetinsider.com/Analyst+Comments/Evercore%3A+%27CRWD+and+PANW+are+seeing+the+strongest+traction+in+AI-driven+SecOps%27/27212016.html Wed, 21 Oct 2026 04:05:09 -0400 CHKP CRWD FTNT NET PANW ZS