'AI Ghost Trade' Fears Slam CrowdStrike, Palo Alto Stock — But Dan Ives Sees Winners

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Cybersecurity stocks are getting hit by what Wedbush Securities’ Dan Ives calls an "AI Ghost Trade" — but the firm believes investors are misreading the threat. Ives said those fears have created a "...

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Investors fear these platforms could bypass legacy cybersecurity providers.\nBut Wedbush's conversations with dozens of chief information security officers and IT professionals suggest the opposite dynamic is unfolding. The firm said the emergence of AI security tools actually validates cybersecurity as \"the next frontier for the AI Revolution,\" not a threat to incumbents.\nInstead, AI is dramatically accelerating cyber threats, reducing the time needed to launch sophisticated attacks from weeks to hours. It is also expanding the number of vulnerable endpoints across cloud systems, APIs, and AI models.\nWedbush believes AI represents \"the biggest total addressable market opportunity to the cyber security space in its history,\" creating a massive demand tailwind for established leaders.\nIves continues to view CrowdStrike as the \"gold standard of cybersecurity,\" citing its Falcon platform and strong positioning against emerging AI-driven threats. \nPalo Alto Networks also remains a top pick, and Ives sees its CyberArk acquisition as a potential \"game changer\" as the company expands its AI security capabilities.\nZscaler, meanwhile, is seen as a \"premier name to own,\" with rising AI adoption driving increased demand for Zero Trust and cloud security solutions.\nIves expects CrowdStrike, Palo Alto, and Zscaler to emerge as clear winners as enterprises ramp cybersecurity spending to defend against the rapidly evolving AI threat landscape. In his view, the recent selloff reflects the wrong reaction to one of the sector's biggest long-term growth opportunities.\nTo add Benzinga News as your preferred source on Google, click here.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2613973592","isCrawlerRequest":true}