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) Tue, 21 Jul 2026 08:31:04 -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/Analyst+Comments/Bernstein%27s+Cybersecurity+Mid-%2726+CISO+survey%3A+%27AI-driven+demand+continues%21%27/26792834.html <p>Bernstein analyst Peter Weed weighs in on the U.S. SMID-Cap Software and Cybersecurity sector following the Cybersecurity Mid-’26 CISO survey.</p><p>The analyst commented: "Cybersecurity Mid-’26 CISO survey: AI-driven demand continues! Our Mid-2026 CISO survey showed expected cybersecurity spend outpacing IT growth more significantly than in our EOY ‘25 survey (which had only a slight tilt), with 43% expecting cyber budgets to grow faster vs. 20% with IT faster (rest equal). This seems consistent with the mid-year CIO survey findings with cyber being the top spend growth category (here). The strongest tailwinds are in Financials, Tech, and Services industries at ~6% YoY http://www.streetinsider.com/Analyst+Comments/Bernstein%27s+Cybersecurity+Mid-%2726+CISO+survey%3A+%27AI-driven+demand+continues%21%27/26792834.html Tue, 21 Jul 2026 08:31:04 -0400 CRWD FTNT NET OKTA PANW S ZS http://www.streetinsider.com/Analyst+Comments/Bernstein%27s+Cybersecurity+Mid-%2726+CISO+survey%3A+%27AI-driven+demand+continues%21%27/26792834.html <p>Bernstein analyst Peter Weed weighs in on the U.S. SMID-Cap Software and Cybersecurity sector following the Cybersecurity Mid-’26 CISO survey.</p><p>The analyst commented: "Cybersecurity Mid-’26 CISO survey: AI-driven demand continues! Our Mid-2026 CISO survey showed expected cybersecurity spend outpacing IT growth more significantly than in our EOY ‘25 survey (which had only a slight tilt), with 43% expecting cyber budgets to grow faster vs. 20% with IT faster (rest equal). This seems consistent with the mid-year CIO survey findings with cyber being the top spend growth category (here). The strongest tailwinds are in Financials, Tech, and Services industries at ~6% YoY http://www.streetinsider.com/Analyst+Comments/Bernstein%27s+Cybersecurity+Mid-%2726+CISO+survey%3A+%27AI-driven+demand+continues%21%27/26792834.html Tue, 21 Jul 2026 08:31:04 -0400 CRWD FTNT NET OKTA PANW S ZS http://www.streetinsider.com/Analyst+Comments/Bernstein%27s+Cybersecurity+Mid-%2726+CISO+survey%3A+%27AI-driven+demand+continues%21%27/26792834.html <p>Bernstein analyst Peter Weed weighs in on the U.S. SMID-Cap Software and Cybersecurity sector following the Cybersecurity Mid-’26 CISO survey.</p><p>The analyst commented: "Cybersecurity Mid-’26 CISO survey: AI-driven demand continues! Our Mid-2026 CISO survey showed expected cybersecurity spend outpacing IT growth more significantly than in our EOY ‘25 survey (which had only a slight tilt), with 43% expecting cyber budgets to grow faster vs. 20% with IT faster (rest equal). This seems consistent with the mid-year CIO survey findings with cyber being the top spend growth category (here). The strongest tailwinds are in Financials, Tech, and Services industries at ~6% YoY http://www.streetinsider.com/Analyst+Comments/Bernstein%27s+Cybersecurity+Mid-%2726+CISO+survey%3A+%27AI-driven+demand+continues%21%27/26792834.html Tue, 21 Jul 2026 08:31:04 -0400 CRWD FTNT NET OKTA PANW S ZS http://www.streetinsider.com/Analyst+Comments/Bernstein%27s+Cybersecurity+Mid-%2726+CISO+survey%3A+%27AI-driven+demand+continues%21%27/26792834.html <p>Bernstein analyst Peter Weed weighs in on the U.S. SMID-Cap Software and Cybersecurity sector following the Cybersecurity Mid-’26 CISO survey.</p><p>The analyst commented: "Cybersecurity Mid-’26 CISO survey: AI-driven demand continues! Our Mid-2026 CISO survey showed expected cybersecurity spend outpacing IT growth more significantly than in our EOY ‘25 survey (which had only a slight tilt), with 43% expecting cyber budgets to grow faster vs. 20% with IT faster (rest equal). This seems consistent with the mid-year CIO survey findings with cyber being the top spend growth category (here). The strongest tailwinds are in Financials, Tech, and Services industries at ~6% YoY http://www.streetinsider.com/Analyst+Comments/Bernstein%27s+Cybersecurity+Mid-%2726+CISO+survey%3A+%27AI-driven+demand+continues%21%27/26792834.html Tue, 21 Jul 2026 08:31:04 -0400 CRWD FTNT NET OKTA PANW S ZS http://www.streetinsider.com/Analyst+Comments/Bernstein%27s+Cybersecurity+Mid-%2726+CISO+survey%3A+%27AI-driven+demand+continues%21%27/26792834.html <p>Bernstein analyst Peter Weed weighs in on the U.S. SMID-Cap Software and Cybersecurity sector following the Cybersecurity Mid-’26 CISO survey.</p><p>The analyst commented: "Cybersecurity Mid-’26 CISO survey: AI-driven demand continues! Our Mid-2026 CISO survey showed expected cybersecurity spend outpacing IT growth more significantly than in our EOY ‘25 survey (which had only a slight tilt), with 43% expecting cyber budgets to grow faster vs. 20% with IT faster (rest equal). This seems consistent with the mid-year CIO survey findings with cyber being the top spend growth category (here). The strongest tailwinds are in Financials, Tech, and Services industries at ~6% YoY http://www.streetinsider.com/Analyst+Comments/Bernstein%27s+Cybersecurity+Mid-%2726+CISO+survey%3A+%27AI-driven+demand+continues%21%27/26792834.html Tue, 21 Jul 2026 08:31:04 -0400 CRWD FTNT NET OKTA PANW S ZS http://www.streetinsider.com/Analyst+Comments/Bernstein%27s+Cybersecurity+Mid-%2726+CISO+survey%3A+%27AI-driven+demand+continues%21%27/26792834.html <p>Bernstein analyst Peter Weed weighs in on the U.S. SMID-Cap Software and Cybersecurity sector following the Cybersecurity Mid-’26 CISO survey.</p><p>The analyst commented: "Cybersecurity Mid-’26 CISO survey: AI-driven demand continues! Our Mid-2026 CISO survey showed expected cybersecurity spend outpacing IT growth more significantly than in our EOY ‘25 survey (which had only a slight tilt), with 43% expecting cyber budgets to grow faster vs. 20% with IT faster (rest equal). This seems consistent with the mid-year CIO survey findings with cyber being the top spend growth category (here). The strongest tailwinds are in Financials, Tech, and Services industries at ~6% YoY http://www.streetinsider.com/Analyst+Comments/Bernstein%27s+Cybersecurity+Mid-%2726+CISO+survey%3A+%27AI-driven+demand+continues%21%27/26792834.html Tue, 21 Jul 2026 08:31:04 -0400 CRWD FTNT NET OKTA PANW S ZS http://www.streetinsider.com/Analyst+Comments/Bernstein%27s+Cybersecurity+Mid-%2726+CISO+survey%3A+%27AI-driven+demand+continues%21%27/26792834.html <p>Bernstein analyst Peter Weed weighs in on the U.S. SMID-Cap Software and Cybersecurity sector following the Cybersecurity Mid-’26 CISO survey.</p><p>The analyst commented: "Cybersecurity Mid-’26 CISO survey: AI-driven demand continues! Our Mid-2026 CISO survey showed expected cybersecurity spend outpacing IT growth more significantly than in our EOY ‘25 survey (which had only a slight tilt), with 43% expecting cyber budgets to grow faster vs. 20% with IT faster (rest equal). This seems consistent with the mid-year CIO survey findings with cyber being the top spend growth category (here). The strongest tailwinds are in Financials, Tech, and Services industries at ~6% YoY http://www.streetinsider.com/Analyst+Comments/Bernstein%27s+Cybersecurity+Mid-%2726+CISO+survey%3A+%27AI-driven+demand+continues%21%27/26792834.html Tue, 21 Jul 2026 08:31:04 -0400 CRWD FTNT NET OKTA PANW S ZS http://www.streetinsider.com/Press+Releases/Sherritt+Provides+Updates+on+Financial+Position+and+Proposed+Transaction%3B+Announces+2026+Annual+Meeting+Date+and+Second+Quarter+2026+Filing+Date/26761292.html <p class="bwalignc"> <b>NOT FOR DISTRIBUTION TO UNITED STATES NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES</b> </p> <p> TORONTO--(BUSINESS WIRE)-- Sherritt International Corporation (“Sherritt” or the “Corporation”) (TSX:S) today provided an update on its financial position. Further to its news release dated June 22, 2026 in respect of metals refining activity having stopped at its refinery in Fort Saskatchewan, Alberta and the suspension of direct participation in joint venture activities in Cuba since May 7, 2026, the Corporation continues to operate with constrained liquidity and a material uncertainty that may cast doubt on its ability to continue as a going http://www.streetinsider.com/Press+Releases/Sherritt+Provides+Updates+on+Financial+Position+and+Proposed+Transaction%3B+Announces+2026+Annual+Meeting+Date+and+Second+Quarter+2026+Filing+Date/26761292.html Mon, 13 Jul 2026 11:08:00 -0400 O.00790697 S http://www.streetinsider.com/Press+Releases/Sherritt+Provides+Updates+on+Financial+Position+and+Proposed+Transaction%3B+Announces+2026+Annual+Meeting+Date+and+Second+Quarter+2026+Filing+Date/26761292.html <p class="bwalignc"> <b>NOT FOR DISTRIBUTION TO UNITED STATES NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES</b> </p> <p> TORONTO--(BUSINESS WIRE)-- Sherritt International Corporation (“Sherritt” or the “Corporation”) (TSX:S) today provided an update on its financial position. Further to its news release dated June 22, 2026 in respect of metals refining activity having stopped at its refinery in Fort Saskatchewan, Alberta and the suspension of direct participation in joint venture activities in Cuba since May 7, 2026, the Corporation continues to operate with constrained liquidity and a material uncertainty that may cast doubt on its ability to continue as a going http://www.streetinsider.com/Press+Releases/Sherritt+Provides+Updates+on+Financial+Position+and+Proposed+Transaction%3B+Announces+2026+Annual+Meeting+Date+and+Second+Quarter+2026+Filing+Date/26761292.html Mon, 13 Jul 2026 11:08:00 -0400 O.00790697 S http://www.streetinsider.com/Business+Wire/Sherritt+Provides+Updates+on+Financial+Position+and+Proposed+Transaction%3B+Announces+2026+Annual+Meeting+Date+and+Second+Quarter+2026+Filing+Date/26761292.html <p class="bwalignc"> <b>NOT FOR DISTRIBUTION TO UNITED STATES NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES</b> </p> <p> TORONTO--(BUSINESS WIRE)-- Sherritt International Corporation (“Sherritt” or the “Corporation”) (TSX:S) today provided an update on its financial position. Further to its news release dated June 22, 2026 in respect of metals refining activity having stopped at its refinery in Fort Saskatchewan, Alberta and the suspension of direct participation in joint venture activities in Cuba since May 7, 2026, the Corporation continues to operate with constrained liquidity and a material uncertainty that may cast doubt on its ability to continue as a going http://www.streetinsider.com/Business+Wire/Sherritt+Provides+Updates+on+Financial+Position+and+Proposed+Transaction%3B+Announces+2026+Annual+Meeting+Date+and+Second+Quarter+2026+Filing+Date/26761292.html Mon, 13 Jul 2026 11:08:00 -0400 O.00790697 S http://www.streetinsider.com/Business+Wire/Sherritt+Provides+Updates+on+Financial+Position+and+Proposed+Transaction%3B+Announces+2026+Annual+Meeting+Date+and+Second+Quarter+2026+Filing+Date/26761292.html <p class="bwalignc"> <b>NOT FOR DISTRIBUTION TO UNITED STATES NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES</b> </p> <p> TORONTO--(BUSINESS WIRE)-- Sherritt International Corporation (“Sherritt” or the “Corporation”) (TSX:S) today provided an update on its financial position. Further to its news release dated June 22, 2026 in respect of metals refining activity having stopped at its refinery in Fort Saskatchewan, Alberta and the suspension of direct participation in joint venture activities in Cuba since May 7, 2026, the Corporation continues to operate with constrained liquidity and a material uncertainty that may cast doubt on its ability to continue as a going http://www.streetinsider.com/Business+Wire/Sherritt+Provides+Updates+on+Financial+Position+and+Proposed+Transaction%3B+Announces+2026+Annual+Meeting+Date+and+Second+Quarter+2026+Filing+Date/26761292.html Mon, 13 Jul 2026 11:08:00 -0400 O.00790697 S http://www.streetinsider.com/Press+Releases/Sherritt+Announces+Revocation+of+Failure+to+File+Cease+Trade+Order/26757008.html <p class="bwalignc"> <b>NOT FOR DISTRIBUTION TO UNITED STATES NEWSWIRE SERVICES </b><b>OR FOR DISSEMINATION IN THE UNITED STATES</b> </p> <p> TORONTO--(BUSINESS WIRE)-- Sherritt International Corporation (“Sherritt” or the “Corporation”) (TSX:S) today announced that, further to its news release on June 25, 2026, the Ontario Securities Commission has revoked the failure to file cease trade order (the “FFCTO”) previously placed on the Corporation’s securities on May 21, 2026 as a result of the Corporation’s failure to file its unaudited interim financial statements, management's discussion and analysis, and related officer certifications for the three months ended March 31, 2026 (the “Q1 2026 Filings”). The http://www.streetinsider.com/Press+Releases/Sherritt+Announces+Revocation+of+Failure+to+File+Cease+Trade+Order/26757008.html Fri, 10 Jul 2026 14:57:00 -0400 O.00790697 S http://www.streetinsider.com/Press+Releases/Sherritt+Announces+Revocation+of+Failure+to+File+Cease+Trade+Order/26757008.html <p class="bwalignc"> <b>NOT FOR DISTRIBUTION TO UNITED STATES NEWSWIRE SERVICES </b><b>OR FOR DISSEMINATION IN THE UNITED STATES</b> </p> <p> TORONTO--(BUSINESS WIRE)-- Sherritt International Corporation (“Sherritt” or the “Corporation”) (TSX:S) today announced that, further to its news release on June 25, 2026, the Ontario Securities Commission has revoked the failure to file cease trade order (the “FFCTO”) previously placed on the Corporation’s securities on May 21, 2026 as a result of the Corporation’s failure to file its unaudited interim financial statements, management's discussion and analysis, and related officer certifications for the three months ended March 31, 2026 (the “Q1 2026 Filings”). The http://www.streetinsider.com/Press+Releases/Sherritt+Announces+Revocation+of+Failure+to+File+Cease+Trade+Order/26757008.html Fri, 10 Jul 2026 14:57:00 -0400 O.00790697 S http://www.streetinsider.com/Business+Wire/Sherritt+Announces+Revocation+of+Failure+to+File+Cease+Trade+Order/26757008.html <p class="bwalignc"> <b>NOT FOR DISTRIBUTION TO UNITED STATES NEWSWIRE SERVICES </b><b>OR FOR DISSEMINATION IN THE UNITED STATES</b> </p> <p> TORONTO--(BUSINESS WIRE)-- Sherritt International Corporation (“Sherritt” or the “Corporation”) (TSX:S) today announced that, further to its news release on June 25, 2026, the Ontario Securities Commission has revoked the failure to file cease trade order (the “FFCTO”) previously placed on the Corporation’s securities on May 21, 2026 as a result of the Corporation’s failure to file its unaudited interim financial statements, management's discussion and analysis, and related officer certifications for the three months ended March 31, 2026 (the “Q1 2026 Filings”). The http://www.streetinsider.com/Business+Wire/Sherritt+Announces+Revocation+of+Failure+to+File+Cease+Trade+Order/26757008.html Fri, 10 Jul 2026 14:57:00 -0400 O.00790697 S http://www.streetinsider.com/Business+Wire/Sherritt+Announces+Revocation+of+Failure+to+File+Cease+Trade+Order/26757008.html <p class="bwalignc"> <b>NOT FOR DISTRIBUTION TO UNITED STATES NEWSWIRE SERVICES </b><b>OR FOR DISSEMINATION IN THE UNITED STATES</b> </p> <p> TORONTO--(BUSINESS WIRE)-- Sherritt International Corporation (“Sherritt” or the “Corporation”) (TSX:S) today announced that, further to its news release on June 25, 2026, the Ontario Securities Commission has revoked the failure to file cease trade order (the “FFCTO”) previously placed on the Corporation’s securities on May 21, 2026 as a result of the Corporation’s failure to file its unaudited interim financial statements, management's discussion and analysis, and related officer certifications for the three months ended March 31, 2026 (the “Q1 2026 Filings”). The http://www.streetinsider.com/Business+Wire/Sherritt+Announces+Revocation+of+Failure+to+File+Cease+Trade+Order/26757008.html Fri, 10 Jul 2026 14:57:00 -0400 O.00790697 S http://www.streetinsider.com/SEC+Filings/Form++4++++++++++SentinelOne%2C+Inc.+++++++++For%3A+Jul+06++Filed+by%3A+Parekh+Sonalee+Elizabeth/26737215.html si-local-file:///var/storage/secattach/20260706/26737215.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++SentinelOne%2C+Inc.+++++++++For%3A+Jul+06++Filed+by%3A+Parekh+Sonalee+Elizabeth/26737215.html Mon, 06 Jul 2026 21:16:00 -0400 O.17261255 S http://www.streetinsider.com/SEC+Filings/Form++4++++++++++SentinelOne%2C+Inc.+++++++++For%3A+Jul+06++Filed+by%3A+Parekh+Sonalee+Elizabeth/26737215.html si-local-file:///var/storage/secattach/20260706/26737215.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++SentinelOne%2C+Inc.+++++++++For%3A+Jul+06++Filed+by%3A+Parekh+Sonalee+Elizabeth/26737215.html Mon, 06 Jul 2026 21:16:00 -0400 O.17261255 S http://www.streetinsider.com/SEC+Filings/Form++4++++++++++SentinelOne%2C+Inc.+++++++++For%3A+Jul+06++Filed+by%3A+Pinczuk+Ana+G./26737213.html si-local-file:///var/storage/secattach/20260706/26737213.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++SentinelOne%2C+Inc.+++++++++For%3A+Jul+06++Filed+by%3A+Pinczuk+Ana+G./26737213.html Mon, 06 Jul 2026 21:15:00 -0400 O.17261255 S http://www.streetinsider.com/SEC+Filings/Form++4++++++++++SentinelOne%2C+Inc.+++++++++For%3A+Jul+06++Filed+by%3A+Pinczuk+Ana+G./26737213.html si-local-file:///var/storage/secattach/20260706/26737213.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++SentinelOne%2C+Inc.+++++++++For%3A+Jul+06++Filed+by%3A+Pinczuk+Ana+G./26737213.html Mon, 06 Jul 2026 21:15:00 -0400 O.17261255 S http://www.streetinsider.com/SEC+Filings/Form++4++++++++++SentinelOne%2C+Inc.+++++++++For%3A+Jul+06++Filed+by%3A+PADGETT+BARRY+L./26737214.html si-local-file:///var/storage/secattach/20260706/26737214.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++SentinelOne%2C+Inc.+++++++++For%3A+Jul+06++Filed+by%3A+PADGETT+BARRY+L./26737214.html Mon, 06 Jul 2026 21:15:00 -0400 O.17261255 S http://www.streetinsider.com/SEC+Filings/Form++4++++++++++SentinelOne%2C+Inc.+++++++++For%3A+Jul+06++Filed+by%3A+PADGETT+BARRY+L./26737214.html si-local-file:///var/storage/secattach/20260706/26737214.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++SentinelOne%2C+Inc.+++++++++For%3A+Jul+06++Filed+by%3A+PADGETT+BARRY+L./26737214.html Mon, 06 Jul 2026 21:15:00 -0400 O.17261255 S http://www.streetinsider.com/Analyst+Comments/TD+Cowen%3A+%27The+Rise+Of+AI+In+Cybersecurity%3B+Top+Picks%3A+CRWD%2C+FTNT%2C+NET%2C+PANW%2C+and+S%27/26733755.html <p>TD Cowen analyst Shaul Eyal highlights the rise of AI as the most consequential inflection point in cybersecurity since the emergence of the cloud.</p><p>The analyst commented: "We highlight the AI revolution, the most consequential inflection in cybersecurity since the emergence of the cloud. Rapidly improving AI technology, a hostile threat environment, expanding attack surfaces, and tightening regulation are driving cybersecurity demand. Despite potential structural market headwinds from emerging AI leaders such as Anthropic and Open AI, security platform providers leveraging autonomous defense systems could benefit long term. Top picks to leverage AI within cybersecurity include CRWD, FTNT, NET, PANW, and http://www.streetinsider.com/Analyst+Comments/TD+Cowen%3A+%27The+Rise+Of+AI+In+Cybersecurity%3B+Top+Picks%3A+CRWD%2C+FTNT%2C+NET%2C+PANW%2C+and+S%27/26733755.html Mon, 06 Jul 2026 09:55:47 -0400 CRWD FTNT NET PANW S http://www.streetinsider.com/Analyst+Comments/TD+Cowen%3A+%27The+Rise+Of+AI+In+Cybersecurity%3B+Top+Picks%3A+CRWD%2C+FTNT%2C+NET%2C+PANW%2C+and+S%27/26733755.html <p>TD Cowen analyst Shaul Eyal highlights the rise of AI as the most consequential inflection point in cybersecurity since the emergence of the cloud.</p><p>The analyst commented: "We highlight the AI revolution, the most consequential inflection in cybersecurity since the emergence of the cloud. Rapidly improving AI technology, a hostile threat environment, expanding attack surfaces, and tightening regulation are driving cybersecurity demand. Despite potential structural market headwinds from emerging AI leaders such as Anthropic and Open AI, security platform providers leveraging autonomous defense systems could benefit long term. Top picks to leverage AI within cybersecurity include CRWD, FTNT, NET, PANW, and http://www.streetinsider.com/Analyst+Comments/TD+Cowen%3A+%27The+Rise+Of+AI+In+Cybersecurity%3B+Top+Picks%3A+CRWD%2C+FTNT%2C+NET%2C+PANW%2C+and+S%27/26733755.html Mon, 06 Jul 2026 09:55:47 -0400 CRWD FTNT NET PANW S http://www.streetinsider.com/Analyst+Comments/TD+Cowen%3A+%27The+Rise+Of+AI+In+Cybersecurity%3B+Top+Picks%3A+CRWD%2C+FTNT%2C+NET%2C+PANW%2C+and+S%27/26733755.html <p>TD Cowen analyst Shaul Eyal highlights the rise of AI as the most consequential inflection point in cybersecurity since the emergence of the cloud.</p><p>The analyst commented: "We highlight the AI revolution, the most consequential inflection in cybersecurity since the emergence of the cloud. Rapidly improving AI technology, a hostile threat environment, expanding attack surfaces, and tightening regulation are driving cybersecurity demand. Despite potential structural market headwinds from emerging AI leaders such as Anthropic and Open AI, security platform providers leveraging autonomous defense systems could benefit long term. Top picks to leverage AI within cybersecurity include CRWD, FTNT, NET, PANW, and http://www.streetinsider.com/Analyst+Comments/TD+Cowen%3A+%27The+Rise+Of+AI+In+Cybersecurity%3B+Top+Picks%3A+CRWD%2C+FTNT%2C+NET%2C+PANW%2C+and+S%27/26733755.html Mon, 06 Jul 2026 09:55:47 -0400 CRWD FTNT NET PANW S http://www.streetinsider.com/Analyst+Comments/TD+Cowen%3A+%27The+Rise+Of+AI+In+Cybersecurity%3B+Top+Picks%3A+CRWD%2C+FTNT%2C+NET%2C+PANW%2C+and+S%27/26733755.html <p>TD Cowen analyst Shaul Eyal highlights the rise of AI as the most consequential inflection point in cybersecurity since the emergence of the cloud.</p><p>The analyst commented: "We highlight the AI revolution, the most consequential inflection in cybersecurity since the emergence of the cloud. Rapidly improving AI technology, a hostile threat environment, expanding attack surfaces, and tightening regulation are driving cybersecurity demand. Despite potential structural market headwinds from emerging AI leaders such as Anthropic and Open AI, security platform providers leveraging autonomous defense systems could benefit long term. Top picks to leverage AI within cybersecurity include CRWD, FTNT, NET, PANW, and http://www.streetinsider.com/Analyst+Comments/TD+Cowen%3A+%27The+Rise+Of+AI+In+Cybersecurity%3B+Top+Picks%3A+CRWD%2C+FTNT%2C+NET%2C+PANW%2C+and+S%27/26733755.html Mon, 06 Jul 2026 09:55:47 -0400 CRWD FTNT NET PANW S