15 AI News Investors Shouldn’t Miss

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5. Palo Alto Networks, Inc. (NASDAQ:PANW)

Number of Hedge Fund Holders: 64

Palo Alto Networks, Inc. (NASDAQ:PANW) is a leader in AI-powered cybersecurity. On December 2nd, Morgan Stanley analyst Hamza Fodderwala said in an investor note that upcoming product cycles, particularly those aligned with GenAI, are expected to benefit companies such as Palo Alto given that a network security refresh is anticipated in the second half of 2025 or 2026. The firm is bullish on “premier consolidators” like Palo Alto despite near-term challenges in the cybersecurity industry, noting how the company is well-positioned due to its platform consolidation efforts and ability to address emerging threats. Moreover, it also noted a minor upside in the near term as the company is deliberately discounted to consolidate market share in the longer term.

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