CrowdStrike and Palo Alto Networks are benefiting from a shift toward broader security platforms as customers consolidate spending with fewer vendors.
Cybersecurity vendors are also deploying AI to improve threat detection, automate responses, and secure the growing use of AI agents.
Palo Alto Networks’ latest incident response research describes AI as a “force multiplier” for attackers, increasing their speed, scale and effectiveness.
The growing use of AI agents is adding another layer of risk.
Watchers for Palo Alto Networks, Zscaler, and Okta increased 2%, 0.6%, and 2.6%, respectively.