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
Sometime in late 2024, enterprise AI crossed a line. Engineering teams began wiring language models to tools: file systems, APIs, email inboxes, databases. These weren’t chatbots, they were agents; systems that act, plan, delegate, and remember, often without waiting for human input between steps. That transition happened faster than most security organizations could track. And...Read More
Cloudflare has delivered a very large 3 year return, yet on most broad checks the stock still screens as expensive rather than obviously cheap. The share price performance over the past 3 years is very large. This raises the bar for any new buyer looking for further upside from here. New AI driven security services,...Read More
WASHINGTON — A new report released by Long Island U.S. Rep. Andrew Garbarino sounds alarms about the rise of artificial intelligence and its potential for malicious use in attacks against the U.S. Overall, the 103-page report by the Committee on Homeland Security, chaired by Garbarino (R-Bayport), outlines an ever-evolving threat landscape that is “both familiar...Read More
Non-human identities, including AI agents, service accounts, API keys and authentication tokens, are emerging as a primary entry point into enterprise environments, according to new SpyCloud research that also highlights a sizable gap between perceived identity visibility and actual monitoring. The 2026 SpyCloud Identity Threat Report, released Sept. 9, is based on a survey of...Read More
