Palo Alto Networks, Inc (NASDAQ: PANW) is a global AI cybersecurity company providing solutions across network, cloud, security operations and identity security. Its platforms include firewalls, SASE, Prisma AIRS and Cortex, helping organizations prevent threats, automate security operations and protect cloud applications. Its Unit 42 division offers threat intelligence, incident response and cybersecurity consulting to...Read More
Identity has long been a primary route for attackers into enterprise environments, but the rapid adoption of AI, cloud and SaaS is changing both the scale of the problem and the way organisations need to defend against it. Delving into these new security challenges in a conversation with iTNews Asia, Jeffrey Kok, Senior Director at...Read More
Cloudflare’s AI security push meets investor scrutiny Cloudflare (NET) has rolled out a series of AI-driven security and developer tools, including new vulnerability detection and agent sandboxing features, prompting fresh questions about how this product cadence lines up with NET’s current valuation. Cloudflare’s share price has climbed 56.38% year to date and logged a 30.05%...Read More
WASHINGTON – Anthropic CEO Dario Amodei called on AI companies to slow the rate at which they advance model capabilities amid mounting fears of misuse of artificial intelligence, outlining a three-step framework intended to pace development and create more time to manage its risks. “We must slow the pace at which we improve the capabilities...Read More
Key Points Interested in Zscaler, Inc.? Here are five stocks we like better. AI security and zero-trust demand are accelerating: Zscaler expanded its AI-security portfolio from one product to six, with security-for-AI bookings exceeding $100 million over the disclosed 12-month period. However, many customers are starting with smaller purchases before committing to larger deployments. Sales...Read More
Key Points Interested in Fortinet, Inc.? Here are five stocks we like better. Fortinet sees AI infrastructure as a major cybersecurity demand driver, with enterprises and “neocloud” providers seeking protection for AI data centers, machine-generated traffic, and AI deployments. Neocloud and sovereign AI deployments could provide a growing customer opportunity, particularly as providers build data...Read More
Highlights Cloud security remains central to Cloudflares expanding AI strategy. New AI security services are reshaping the companys growth narrative. Elevated valuation keeps attention on execution and service adoption. Cloud security and artificial intelligence are reshaping digital infrastructure, while expanding security services and elevated valuation keep market attention focused on platform growth and execution. Cloud...Read More
Bessemer Venture Partners leads Neo Security’s $100M Series A to build AI security for the endpoint, giving enterprises real visibility and control over their agents. In less than two years, coding agents and workplace automation tools on the endpoint have gone from being an edge case to a regular process inside enterprises. While the existing...Read More
Ken Fisher’s latest disclosed positions put two different approaches to AI infrastructure and security in the same portfolio. Cisco Systems, Inc. (NASDAQ:CSCO) combines networking equipment with security software. Palo Alto Networks, Inc. (NASDAQ:PANW) offers more concentrated exposure to security platforms, with acquisitions adding an integration test. September coverage brought renewed attention to Fisher’s position increases....Read More
